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About upload and download locations and knowledge base collections

Find instructions to upload and download collection files and a table that gives an overview of upload and download locations across Collection Manager.

Upload and download collection files

Unless your provider is sending periodic, automated feeds to OCLC, you will need to update your knowledge base collections in Collection Manager as you purchase titles or make other changes. See Collection-level settings in knowledge base collections for more information about settings within collections.

Use the collection-level Titles accordion

To upload and download a spreadsheet of titles in a collection, navigate to the collection and expand the Titles accordion. Expand the More Actions drop-down list.

Upload files

See the instructions to Upload a file to a knowledge base collection.

Download files

See the instructions to Download a collection-level knowledge base file.

Find instructions for other upload and download actions

Category of need Desired action Relevant collection types Upload/ download location Alternative location Find instructions Notes
MARC records Download MARC records All collection types Metadata > My Files > Downloads SFTP See Download files in My Files and Download files with SFTP The instructions are included within each collection-type workflow.  See Choose your Collection Manager workflow
Record and WorldCat holding reports Download record and WorldCat holdings reports All collection types None (Receive via email) OCLC Usage Statistics  See Institution settings, Reports and Understand emailed reports. Reports are not generated if there is no activity
Download additional data sync reports Data sync collections Metadata > My Files > Downloads SFTP See Download files in My Files and My Files reports and record files. None
Knowledge base Activity History, collections and Titles Download activity history or a third-party holdings file uploaded report Knowledge base collections Activity History None See About the Activity History in Collection Manager Find activity history per collection in collection-level settings.
Upload/Download title data to select and/or customize a single collection Knowledge base collections Collection-level settings  None See Collection-level settings in knowledge base collections, Titles.   Follow the instructions for KBART formatting and for file format.
Download a file of all selected collections, titles, or PubMed LinkOut titles Knowledge base collections My Files > Downloads > KB Downloads None See Download knowledge base data to analyze your selections or for a third-party. All file downloads are UTF-8 encoded.
Upload a complete holdings file from a third-party knowledge base Knowledge base collections Settings > Knowledge Base Data > Upload KB Data SFTP See Map title from a holdings file. Follow the instructions to export your holdings and prepare your file for upload.
Data sync file transfer Upload files for a data sync collection Data sync collections Metadata > My Files > Uploads SFTP See Upload files in My Files. Review the data requirements for bibliographic and/or local holdings records.
Download files for a data sync collection Data sync collections Metadata > My Files > Downloads SFTP See Download files in My Files. Review the data requirements for bibliographic and/or local holdings records.

 Note: Providers can send OCLC files on your behalf to dynamically maintain knowledge base collections. Likewise, they can send us your electronic invoice so you get MARC records for cataloging partner collections. OCLC and your provider will arrange a method to send OCLC files via SFTP or another method.