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OCLC Support

Send and retrieve files via SFTP using FileZilla

Overview

OCLC supports secure SFTP for institutions to send data to OCLC for processing. You may send your files using an open source SFTP client. FileZilla is recommended, as it works consistently with multiple operating systems. FileZilla is freely available from the web and can be found here.

Connect to FileZilla

  1. Download the FileZilla Client and install it.
  2. If you don't already have them, obtain your institution's SFTP credentials (username and password) from your regional OCLC Support office.

Interface overview

FileZilla interface

 

 

 

  1. Toolbar
  2. Quick connect bar
  3. Message log
  4. Local pane
  5. Remote pane

 

 

 

 

 

 

 

 

 

Quick connect to the server

  1. Open FileZilla.
  2. Enter your Host, Username, Password, and Port in the quick connect bar.
    • The data center associated with your library's account depends on the region in which you are located. Note that all libraries in regions outside of the United States must use Secure File Transfer Protocol (SFTP) on port 22.
  3. Click Quickconnect.

Set up a site profile

You may want to set up a site profile to make it easy to reconnect to the server. A site profile allows you to store host, username, and password information.

ftp-filezilla-site-profile.png

 

 

  1. Click File > Site Manager.
  2. Click New Site and enter a name for your new site.
  3. On the General tab, enter and/or select the following information:
    1. Host: The data center associated with your institution's account
    2. Port: 22
    3. Protocol: SFTP - SSH File Transfer Protocol
    4. Logon Type: Normal
    5. User: Your institution's assigned username
    6. Password: Your institution's assigned password
  4. Click OK to save your entry.

 

 

 

Connect via the site profile

  1. Open FileZilla.
  2. Click File > Site Manager.
  3. In the left navigation, select the site you set up.
  4. Click Connect.

Upload files

  1. In the Remote pane, double-click the metac... folder.
  2. Double-click the in folder.
  3. Double-click the folder for the collection type to which you will be sending files.
    Data Sync Collection Type File Directory Location
    Bibliographic /xfer/metacoll/in/bib
    Local Holdings Records /xfer/metacoll/in/lhr
    Bibliographic and Local Holdings Records /xfer/metacoll/in/bib
  4. In the Local pane, navigate to the directory folder from which you will be sending files.
  5. Select the files to upload and drag-and-drop them from the local to the remote pane. The files will be added to the transfer queue at the bottom of the window.
    FileZilla upload drag-and-drop

     Note: You can also right-click files and select Upload to upload them, or simply double-click them to move them to the remote pane.

  6. The uploaded files will appear in the remote pane.

Download files

  1. In the Remote pane, navigate to the folder where the files you want to download reside.
  2. In the Local pane, navigate to the folder where you want the files to reside.
  3. Select the files to download and drag-and-drop them from the remote to the local pane. The files will be added to the transfer queue at the bottom of the window.
    FileZilla download drag-and-drop

     Note: You can also right-click files and select Download to upload them, or simply double-click them to move them to the local pane. 

  4. The downloaded files will appear in the local pane.

Manually disconnect from FileZilla

 Note: FileZilla automatically disconnects from the visible server after 20 seconds of inactivity.

  1. In the toolbar, click the disconnect button (FileZilla disconnect button).
  2. In the message log, the status will read Disconnected from server.
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