WorldShare Management Services: Reports

WorldShare Report Designer, accessible from the Launch Pad, allows you to build custom reports, charts, and data visualizations. You can also use standard reports as a base for creating your own customized reports. With Report Designer you have the flexibility to adjust the data you present and how it's presented, Report designer can also be used with Tipasa data.

Note: Pop up blockers must be removed before report results can load. How to remove pop up blockers

The WorldShare Reports section of the OCLC Community Center holds a monthly Office Hours. Subscribe on the WorldShare Reports events page to receive notifications about upcoming meetings.  

View an analysis of your holdings in WorldCat based on the OCLC Subject Conspectus. 

In My Library identify the strengths and weaknesses of your collection by subject area, publication date, format, language, and latest circulation date.

(Note: BCLA's WMS subscription does not include the My Comparisons or Manage Comparisons functions).

Secure File Transfer Protocol (SFTP) reports are generated by OCLC and delivered weekly on Sunday nights to your institution’s data center. These reports can be downloaded and analyzed in Excel or similar tools.

The available data extract files include:

• Circulation Item Inventories – All inventoried items
• Circulation Patron Report Full – All current patrons for an institution
• Circulation Patron Report Week – Patrons modified within the past week

SFTP reports are useful for:

• Data migration cleanup
• Getting complete lists of barcoded items and patrons
• Managing inventory projects
• Obtaining comprehensive patron and item data
• Reconciling patrons, items, or bills with external systems

To access these reports, use an FTP client such as FileZilla. See the link below for FileZilla download and setup instructions.

Settings for an FTP Client to access OCLC SFTP reports:

• FTP client: FileZilla or similar
• Server/Host: sftp://filex-m1.oclc.org
• Username: wx_[your OCLC symbol in lowercase]
• Password: Provided by OCLC during data migration
• Port: 22
• Report Directory: xfer/wms/in/reports

Step-by-step instruction videos on using WMS reports to answer IPEDS and ACRL surveys questions are available in the OCLC Community Center, WorldShare Reports Section. Click on the IPEDS and ACRL Surveys icon.