Send and retrieve files via FTP/SFTP using
OCLC supports secure FTP (sFTP) for institutions to send data to OCLC for processing. You may
send your files using an open source FTP client. Filezilla is recommended, as it works consistently
with multiple operating systems. FileZilla is freely available from the web and can be found at
and install it.
If you don’t already have them, obtain your institution’s
password) from your
regional OCLC Support office
Note: Special characters in usernames will act as command control codes which will
halt processing. If you have a special character in your username, please convert as
2. Quick connect bar
3. Message log
4. Local pane
5. Remote pane
Send and retrieve files via FTP/SFTP using FileZilla
1. Open FileZilla.
2. Enter your Host, Username, Password, and Port in the quick connect bar.
you are located. Note that all libraries in regions outside of the United States must use
Secure File Transfer Protocol (SFTP) on port 22. Libraries in the U.S. can use SFTP
on port 22 or use FTP on port 21. You can find your Host and Port information
3. Click Quickconnect.
Set up a site profile
You may want to set up a site profile to make it easy to reconnect to the server. A site profile allows you
to store host, username, and password information.
To set up a site Profile
1. Click File > Site Manager.
2. Click New Site and enter a name for your new site.
3. On the General tab, enter and/or select the
a. Host: the data center associated with your
b. Port: 22
c. Protocol: SFTP
SSH File Transfer
d. Logon Type: Normal
: your institution’s assigned
: your institution’s assigned
4. Click OK to save your entry.
Send and retrieve files via FTP/SFTP
Connect via the site profile
2. Click File > Site Manager.
3. In the left navigation, select the site you set up.
4. Click Connect.
1. In the Remote pane, double-click the metac... folder.
2. Double-click the in folder.
Data Sync Collection Type
Local Holdings Record
Bibliographic and Local Holdings Record
4. In the Local pane, navigate to the directory folder from which you will be sending files.
5. Select the files to upload and drag-and-drop them from the local to the remote pane. The files
will be added to the transfer queue at the bottom of the window.
Note: You can also right-click files and select Upload to upload them, or simply double-click
them, to move them to the remote pane.
6. The uploaded files will appear in the remote pane.
1. In the Remote pane, navigate to the folder where the files you want to download reside.
2. In the Local pane, navigate to the folder where you want the files to reside.
3. Select the files to download and drag-and-drop them from the remote to the local pane. The
files will be added to the transfer queue at the bottom of the window.
click them, to move them to the local pane.
4. The downloaded files will appear in the local pane.
FileZilla automatically disconnects from the visible server after 20 seconds of inactivity.
1. In the toolbar, click the disconnect icon
2. In the message log, the status will read Disconnected from server.