Instructions to upload and download files are included in the workflows for each type of collection in Collection Manager. Find a table that gives an overview of upload and download locations across Collection Manager.
Upload and download locations in Collection Manager
|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||FTP/SFTP||See Download files in My Files and Download files with FTP||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||FTP/SFTP||See Download files in My Files and My Files reports and record files.||None|
|Knowledge base collections and complete holdings||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 all knowledge base holdings||Knowledge base collections||Settings > Knowledge Base Data > Download KB Data||None||See Institution settings, Knowledge Base Data||None|
|Upload a complete holdings file from a third-party knowledge base||Knowledge base collections||Settings > Knowledge Base Data > Upload KB Data||FTP/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||FTP/SFTP||See Upload files in My Files.||None|
|Send non-MARC data files for non-MARC patterned collections or non-MARC numeric search key projects||Data sync collections||None (Send via email)||None||See Email non-MARC data files.||None|
|Download files for a data sync collection||Data sync collections||Metadata > My Files > Downloads||FTP/SFTP||See Download files in My Files.||None|
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 FTP or another method.