This document provides detailed information about available WMS data extract files including:
Reconciliation data extract files are placed on an SFTP server as delimited text documents that can be downloaded and imported into other software as needed. Data extract files are retained 90 days. Data extract files older than 30 days are subject to zipping.
WMS data extract files can be found under the /xfer/wms/reports file exchange directory and can be downloaded using an open-source SFTP client.
Description: All inventoried items. Caution: After an item is deleted, its status in WMS is Withdrawn. The item may still appear in the Circulation Item Inventories file for a period of time, depending on the time configured in your library's Deleted Items policy. For a withdrawn item, the following fields will be empty:
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Frequency: Weekly (every Sunday) | |||
Time (EST): 22:00 | |||
Date restrictions (UTC): None | |||
Other restrictions: None | |||
Output
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File name examples <OCLC Symbol>.Circulation_Item_Inventories.yyyymmdd.txt |
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Additional information:
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Description: All current patrons for an institution. | |||
Frequency: Weekly (every Sunday) | |||
Time (EST): 23:00 | |||
Date restrictions (UTC): None | |||
Other restrictions: None | |||
Output
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File name examples Note: IST = Institution Symbol IST.Circulation_Patron_Report_Full.YYYYMMDD.txt IST.Circulation_Patron_Report_Full.YYYYMMDD.csv |
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Additional information:
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Description: All patrons that have been modified over the last week. | |||
Frequency: Weekly (every Sunday) | |||
Time (EST): 22:00 | |||
Date restrictions (UTC): Only covering last week of activity (05:00-05:00) | |||
Other restrictions: None | |||
Output
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File name examples Note: IST = Institution Symbol IST.Circulation_Patron_Report_wk.YYYYMMDD.txt IST.Circulation_Patron_Report_wk.YYYYMMDD.csv |
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Additional information:
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The display name that you see when assigning roles in the WorldShare Admin module differs from the role's system name that appears when you hover over a display name. The Circulation Patron Full and Circulation Patron Week files use the system name in the User_Account_Roles column. The following table maps the display to the system name for all available roles.
Display role name | System role name |
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Acquisitions Admin | ACQUISITIONS_ADMIN |
Acquisitions Budget Manager | Acquisitions Budget Manager |
Acquisitions Budget Staff | Acquisitions Budget Staff |
Acquisitions Cataloging Staff | Acquisitions Cataloging Staff |
Acquisitions Exchange Rates Manager | Acquisitions Exchange Rates Manager |
Acquisitions Legal Deposit Receipts Admin | ACQ_LEGAL_DEPOSIT_RECEIPTS_ADMIN |
Acquisitions Order Staff | ACQ_ORDER_STAFF |
Acquisitions Read Only User | ACQ_READ_ONLY_USER |
Acquisitions Receive Staff | ACQ_RECEIVE_STAFF |
Acquisitions Reports Viewer | ACQUISITIONS_REPORTS_VIEWER |
Acquisitions Request Creator | ACQ_REQUEST_CREATOR |
Acquisitions Request Manager | ACQ_REQUEST_MANAGER |
Acquisitions Request Reviewer | ACQ_REQUEST_REVIEWER |
Acquisitions Senior Order Staff | ACQ_SENIOR_ORDER_STAFF |
Acquisitions Senior Staff | ACQ_SENIOR_STAFF |
Acquisitions Settings Staff | Acquisitions Settings Staff |
Alert Admin | ALERT_ADMIN |
Alert Sender | ALERT_SENDER |
Alert User | ALERT_USER |
Analytics Report Admin | ANALYTICS_REPORT_ADMIN |
Analytics Report Author | ANALYTICS_REPORT_AUTHOR |
Analytics Report Author Admin | ANALYTICS_REPORT_AUTHOR_ADMIN |
Analytics Report Scheduler | ANALYTICS_REPORT_SCHEDULER |
Analytics Report Staff | ANALYTICS_REPORT_STAFF |
Analytics User | ANALYTICS_USER |
App Reviewer | APP_REVIEWER |
App Staff | APP_STAFF |
Authorities Canadiana Names French | AUTHORITIES_CANADIANA_NAMES_FRENCH |
Authorities Canadiana Names French Deletes | AUTHORITIES_CANADIANA_NAMES_FRENCH_DELETES |
Authorities Canadiana Subjects | AUTHORITIES_CANADIANA_SUBJECTS |
Authorities Canadiana Subjects Deletes | AUTHORITIES_CANADIANA_SUBJECTS_DELETES |
Authorities LC NACO Name Authority File | AUTHORITIES_LC_NACO_NAME_AUTHORITY_FILE |
Authorities Search Export | AUTHORITIES_SEARCH_EXPORT |
Authorities Search Export Canadiana | AUTHORITIES_SEARCH_EXPORT_CANADIANA |
Cataloging Admin | Cataloging INST Admin |
Cataloging Agent | Cataloging_Agent |
Cataloging BIBCO | Cataloging BIBCO |
Cataloging Bulk Edit | CATALOGING_BULK_EDIT |
Cataloging CONSER | Cataloging CONSER |
Cataloging Export | CATALOGING_EXPORT |
Cataloging Full | Cataloging Full |
Cataloging Limited | Cataloging Limited |
Cataloging National | CATALOGING_NATIONAL |
Cataloging Reports Viewer | CATALOGING_REPORTS_VIEWER |
Cataloging Simplified | Cataloging Simplified |
Circulation Admin | CIRCULATION_ADMIN |
Circulation Desk | CIRCULATION_DESK |
Circulation Desk Privacy | CIRCULATION_DESK_PRIVACY |
Circulation Reports Viewer | CIRCULATION_REPORTS_VIEWER |
Collection Evaluation Admin | COLLECTION_MANAGEMENT_ADMIN |
Collection Evaluation Analytics Admin | ANALYTICS_COLLECTION_MANAGEMENT_ADMIN |
Collection Evaluation Group Admin | GROUP_COLLECTION_MANAGEMENT_ADMIN |
Collection Evaluation Group User | GROUP_COLLECTION_MANAGEMENT_USER |
Collection Evaluation Public User | PUBLIC_COLLECTION_MANAGEMENT_USER |
Collection Evaluation User | COLLECTION_MANAGEMENT_USER |
Collection Manager Admin | KB_ADMIN |
Collection Manager Reports Viewer | KB_REPORTS_VIEWER |
Collection Manager Staff | KB_STAFF |
Collection Manager Supervisor | KB_SUPERVISOR |
Course Reserves Maintainer | COURSE_RESERVES_MAINTAINER |
Course Reserves Manager | COURSE_RESERVES_MANAGER |
Everyone | Everyone |
License Manager Admin | ERM_ADMIN |
License Manager Reports Viewer | LMAN_REPORTS_VIEWER |
License Manager Staff | ERM_STAFF |
License Manager Supervisor | ERM_SUPERVISOR |
Payments Admin | Payments Admin |
Payments Manager | Payments Manager |
Payments Tester | Payments Tester |
Serials Admin | SERIALS_ADMIN |
Serials Binding Staff | Serials Binding Staff |
Serials Claim | SERIALS_CLAIM |
Serials Receive | SERIALS_RECEIVE |
Service Config User | CONFIG USER |
Student Worker | STUDENT_WORKER |
Student Worker Circulation | STUDENT_WORKER_CIRCULATION |
Student Worker Restricted | STUDENT_WORKER_RESTRICTED |
User Admin | USER_ADMIN |
User Manager | USER_MANAGER |
Vendor Administrator | VIC Vendor Administrator |
Vendor Manager | VIC Vendor Manager |
WMS Group Acquisitions Admin | WMS_GROUP_ACQUISITIONS_ADMIN |
WMS Group Cataloging Admin | WMS_GROUP_CATALOGING_ADMIN |
WMS Group Circulation Admin | WMS_GROUP_CIRCULATION_ADMIN |
WMS Group EResources Admin | WMS_GROUP_ERESOURCES_ADMIN |
WorldCat Discovery Admin | WC Discovery Admin |
WorldCat Discovery Staff | WorldCat Discovery Staff |
WorldShare ILL Admin | WORLDSHARE_ILL_ADMIN |
WorldShare ILL User | WORLDSHARE_ILL_USER |
WSKey Admin | WSKEY_ADMIN |
OCLC supports secure SFTP for institutions to retrieve data extract files from OCLC. You may retrieve 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.
You can import your Circulation Item Inventories data file into an Excel worksheet.