Skip to main content
OCLC

Map titles from a holdings file

Upload holdings from a third party (EBSCO, Serial Solutions, or SFX) to create collections in your knowledge base.

EBSCO, Serial Solutions, and SFX allow OCLC to map holdings files exported from their services. Using these files, OCLC will attempt to identify and select corresponding collections in your WorldCat knowledge base.

Note: To output your WorldCat knowledge base titles to complement another service, navigate to Collection Manager > Settings > Knowledge Base Data and use the Download KB Data settings.

Understand third-party file processing options

Mapping third-party files is one option for building your WorldCat knowledge base. Depending on your institution's collections, it might or might not save you time over adding the collections without using a third-party file.

The first step is to export a holdings file from your third-party service. Then, you upload the file to your WorldCat knowledge base (Collection Manager). Once you upload a file, contact OCLC Support to alert us. After the file is processed, a report will be available in Collection Manager, in the Activity History. The third-party holdings file report details which collections from your third-party provider were matched to your WorldCat knowledge base and other details.

You have the option to refresh your mapping as needed. We recommend that you allow two weeks from the time the file is submitted to allow for processing maintenance of your holdings in WorldCat.

Please note that there is rarely a one-to-one parallel between providers. Therefore, mapping is an iterative and imperfect process. OCLC will map, review the results, identify new indexes to improve the results, and then map again.

Examine and choose a processing option

Examine the two options below and choose the option best suited for your institution:

Option 1: Default processing

Titles that have changed will be added and updated via the default process to map third-party files. However, titles selected in your WorldCat knowledge base collections that are not present in the file will not be removed or deselected. Note: The process will not change titles in collections that are selected in full.

To use this process, simply continue the path outlined on this page.

Option 2: Replace processing

Libraries that choose replace processing typically plan to upload a file on a regular basis in order to keep their knowledge base data up-to-date and in parallel with their provider's data. Each time a holdings file is submitted, the system will add, update, and remove titles or data that has changed. Titles will be removed if they are no longer in your holdings (unless the title exists within a collection you have selected in total).

This option is only available for members who want to map holdings from one alternate service provider (EBSCO Full Text Finder, Serial Solutions, SFX, etc.). Replace processing cannot be configured if you want to map from two providers.

To initiate the process, send a request to OCLC Support. When you update the file in the future, you can do so without contacting us first.

Contact OCLC Support or visit Collection Manager office hours if you have questions.

Follow the instructions to export your holdings

Use one of the following sets of instructions to export your holdings from your third-party provider. Make sure to download the file in the format specified in the instructions so you are able to upload your file.

EBSCO Full Text Finder

EBSCO Full Text Finder was previously known as EBSCO A-to-Z.

OCLC is able to map your library’s EBSCO Full Text Finder ebook holdings to collections in the WorldCat knowledge base (access is via WorldShare Collection Manager). After you export a file from your third party, OCLC will iteratively match the file of your holdings to corresponding collections that exist in the knowledge base.

After you have downloaded and prepared a file from your existing knowledge base, you have two options to map the file:

  • Upload your holdings file via the WorldShare interface
  • Upload your holdings file via the FTP

Please contact OCLC Support if you need assistance.

Export holdings from EBSCO Full Text Finder list

Export your EBSCO Full Text Finder list holdings is done via the EBSCO site. To export:

  1. Access your holdings in EBSCO Full Text Finder Admin.
  2. Download your holdings and save as a Tab-delimited file. For instructions, see EBSCO’s Help for Downloading Your Holdings.
  3. Use the following file name convention for your holdings data file prior to uploading:
    HOLDINGS_[registry-id]
    .txt

Serial Solutions

OCLC is able to map your library’s Serial Solutions holdings file to collections in the WorldCat knowledge base (access is via WorldShare Collection Manager). After you export a file from your third party, OCLC will iteratively match the file of your holdings to corresponding collections that exist in the knowledge base.

After you have downloaded and prepared a file from your existing knowledge base, you have two options to map the file:

  • Upload your holdings file via the WorldShare interface
  • Upload your holdings file via the FTP

Export a holdings file from Serial Solutions

To export your Serial Solutions holdings file you will need to access the Serial Solutions site. To export:

  • Access your library’s Serials Solutions Client Center.
  • From the Client Center, access the Data on Demand service.

Serials Solutions Client Center

  • From the Data on Demand menu, choose "Generate New Report"

Generate new report

  • On the Generate New Data on Demand Report screen, specify the following export settings:
    • UTF-8
    • CSV without Subjects
    • All Content
    • Do NOT select "Split File." Please make sure it is unchecked.

Serials Solutions Options

  • Click "Save."
  • The report file will generate and be available to download shortly thereafter. The download process could take several minutes to complete, depending on the number of titles in your collection.

Use Excel to convert your CSV to a TXT file

Use Excel to convert your Comma Separated file (CSV) to a Tab Delimited file (txt). After downloading the CSV file from the SerSol platform:

  1. Open Microsoft Excel.
  2. Click on Data.
  3. Click on From Text (within the Get External Data area of the ribbon). An Import Text File box should appear.
  4. Navigate to your SerSol CSV file, select it, and click the button to import the file.
  5. A Text Import Wizard should open:
    1. Import Wizard Step 1: Choose the file type. If items in the text file are separated by tabs, colons, semicolons, spaces, or other characters, select Delimited. Click Next.
    2. Import Wizard Step 2: The Tab and Comma should be checked as the delimiter. Select the Quotation marks as text qualifier.
    3. Import Wizard Step 3: Use preview to see if the data import is correctly formatted. Click Finish button.
  6. Import into a new sheet, Save As Tab Delimited .txt with the file name HOLDINGS_[registry-id].txt.

See the Microsoft Office documentation on the Text Import Wizard for help.

(Optional) Check if your file is correctly formatted

Open it with a text editor (Notepad on Windows or Text Edit on Mac). Make sure that quotations and commas no longer exist to separate and qualify the text. Only tabs should be separating the text.

  1. Open your .txt file in a text editor. For example, the Notepad application. (Notepad is available on a Windows machine, in the Accessories folder. Do NOT use a spreadsheet application like Microsoft Excel.)
  2. Complete the steps to Find and Replace. Your goal is to find all quotation marks/smart quotes/straight quotes/curly quotes (") and replace with ( ) nothing.

    For example, depending on your operating system and application, use Ctrl+ H or select Edit, Replace.

    Find and Replace
  3. Remember to use the following name convention for your holdings data file prior to uploading. Replace [registry-id] with your institutions registry ID:
    HOLDINGS_[registry-id].txt
    HOLDINGS_12345.txt

SFX

OCLC is able to map your library’s SFX file to collections in the WorldCat knowledge base (access is via WorldShare Collection Manager). After you export a file from your third party, OCLC will iteratively match the file of your holdings to corresponding collections that exist in the knowledge base.

After you have downloaded and prepared a file from your existing knowledge base, you have two options to map the file:

  • Upload your holdings file via the WorldShare interface
  • Upload your holdings file via the FTP

Since mapping can be a complex process, we recommend that users considering mapping a third-party file to the WorldCat knowledge base contact OCLC Support to discuss mapping options before beginning the process.

Export a holdings file from SFX

To get started, export a holdings file from your SFX service.

  1. Log in to the SFX platform.
  2. Go to KBTools – Export Tool. Go to Advanced Export Profiles.
  3. Create an Export Profile.
  4. You must download your file in the correct format in order to upload your file. Output as a:
    • a .txt file (for upload via the WorldShare interface, Collection Manager)
    • an .xml-marc file formatted as a single file that describes all of your available targets (for upload via FTP)
  5. Choose the desired collections for output.
  6. Save your profile and run the file.

Upload your file

After you have exported a file from your provider in the recommended file format, follow the instructions to upload your file (via the WorldShare interface or via FTP/SFTP):

Prepare your file for upload

File name

Use the following file name for your holdings file. Include the word HOLDINGS in all capital letters and then type an underscore, your institution's registry ID number, a dot, and the file extension:

HOLDINGS_[registry-id].[extension]

Registry ID

Using the file name above, replace [registry-id] with your library's Registry ID or OCLC Institution ID.

To locate the Registry ID for your library,

File extension

Using the file name above, replace [extension] with the appropriate extension for your third-party service and upload method.

Serial Solutions and EBSCO files need to be in .txt format for upload via the WorldShare interface and via FTP:

HOLDINGS_[registry-id].txt

SFX files must be in .txt format also but only for upload via the WorldShare interface. SFX files for upload via FTP must be in the .xml-marc format:

HOLDINGS_[registry-id].txt

HOLDINGS_[registry-id].xml-marc

  Note that you should not attempt to change the file format/extension. Rather, it is important that the files were formatted correctly at the time of download from your third-party service.

Use the relevant option to upload your file

Use one of the options below. Note that the method you use could be dependent on the file format of your downloaded file.

Important note: After you upload your file, you need to contact OCLC Support to alert us that a file is available for our review. Please include your Registry ID or file name.

Option 1: Upload your file via the WorldShare Interface

To upload your file in the WorldShare interface, sign in to WorldShare and select the Metadata tab. Next:

  1. Navigate to Collection Manager > Settings > Knowledge Base Data.
  2. Click on Upload KB Data.
  3. Select the upload type drop-down menu (KBART, SFX, etc.) and leave the file encoding setting.
  4. Click Browse to find and select your file. For example: HOLDINGS_12345.xml-marc.
  5. Click Upload.

For more information, see Institution settings.

Option 2: Upload your file via file transfer protocol (FTP or SFTP) to OCLC's server

To upload your file via FTP, use your assigned FTP account to transfer your holdings file to OCLC. If your library does not have FTP credentials or cannot find them, please contact OCLC Support for assistance.

All libraries in regions outside of the United States must use Secure File Transfer Protocol (Secure FTP or SFTP) on port 22. Libraries in the U.S. can use SFTP on port 22 or use FTP on port 21. The data center associated with a library's account depends on the region in which they are located. Use the hostname for your region as shown in the table below:

All data centers

Regional hostnames

Port

United States Data Center

ftp2.oclc.org or scp.oclc.org

21 or 22

Australian Data Centre

scp-sydney.oclc.org

22

Canadian Data Centre

scp-toronto.oclc.org

22

European Data Centre

scp-docklands.oclc.org

22

You may use command line or an FTP client of your choice. If you use an FTP client, adapt the information below as needed.

Server access via FTP

  1. Enter the following command: ftp ftp2.oclc.org
  2. Enter your institution's assigned username
  3. When prompted, enter your assigned password
  4. Enter cd /wckb/in/data to navigate to the holdings file directory
  5. To upload the files, enter:
    put HOLDINGS_[registry_id].[txt] or HOLDINGS_[registry_id].[xml-marc]
  6. To exit, enter quit

Server access via Secure FTP (SFTP)

  1. Enter the following command: sftp username@scp.oclc.org
  2. (Replace username with your institution's assigned username)
  3. When prompted, enter your assigned password
  4. Enter cd /wckb/in/data to navigate to the holdings file directory
  5. To upload the files, enter the following sequence of commands:
    Binary
    put HOLDINGS_[registry_id].[txt] or HOLDINGS_[registry_id].[xml-marc]
  6. To exit, enter quit

For more information, see Introduction to FTP.

Contact OCLC to let us know you uploaded a file

Contact OCLC Support to let us know you have uploaded a file so we can work with the file for the best results.

In your message, please include:

  • Your institution name and
  • Your registry ID, or
  • Your file name

View Activity History reports

To view the status of your file upload in the Collection Manager Activity History:

  1. See About the Activity History in Collection Manager for instructions on how to access your institution's activity history.
  2. Get definitions to help you understand your Third-party Holdings File Uploaded report.