Upload a file
You can upload your files using My Files, which is located under the Metadata module in the WorldShare interface. You also have FTP/SFTP options.
- When uploading using My Files, please note that there is a one (1) gigabyte file size limit. If you have files to upload that exceed the 1 GB size limit, please upload using SFTP.
- Uploaded files are retained in the WorldShare interface indefinitely. To verify that your files have been processed, click Downloads and search for the collection ID and date the file was uploaded in the File Name column.
- Navigate to Metadata > My Files.
- Click Uploads.
- Click Choose File to locate the file you wish to upload. See File naming conventions for more information.
- Select your file and click Open. The file name replaces "No file chosen" in the Upload File field.
- Select the File Type.
- Data sync bibliographic
- Data sync LHR
- Click Upload. A confirmation message appears when the file has successfully uploaded. If a file was unable to upload, an error message will appear.
File naming conventions
Each file name must be unique and must include:
- 7-digit data sync collection ID - Include as the first element of the file name, immediately followed by a period. This ensures that the file will be processed under the correct data sync collection.
If no collection ID or an invalid collection ID is present, the file will be processed according to the parameters in your institution's default data sync collection. This could cause unintended results or processing delays.
- OCLC institution symbol - Include as the second element of the file name, separated from the collection ID by a period.
Control characters @, $, and # cannot be used in file names. If an OCLC institution symbol contains one of these characters, it will be converted as follows when the file is swept:
OCLC symbol contains Replaced with Example @ _64 AB@ becomes AB_64 $ _36 A$B becomes A_36B # _35 AB# becomes AB_35
- A period should be used to separate distinct elements within a file name.
- A valid 7-digit data sync collection ID must be included at the beginning of the file name and must be immediately followed by a period.
- The OCLC institution symbol for which the file should be processed must be included as the second element of the file name and must be preceded and followed by a period.
- Alphanumeric characters are allowed. Letters can be both upper and lower case.
- Periods, dashes, and underscores are allowed but they cannot occur at the beginning of a file name.
- Spaces will be converted to underscores.
- Control characters @, $, and # will be converted as follows:
Character Replaced with @ _64 $ _36 # _35
- Any other non-alphanumeric characters are translated to dashes.