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20160819
Send and retrieve files via FTP/SFTP using
FileZilla
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
http://
filezilla-project.org
.
Getting started
1.
Download the FileZilla Client
and install it.
2.
If you don’t already have them, obtain your institution’s
FTP credentials (username and
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
follows:
If your OCLC username
contains...
Replace it with...
Example
@
_64
ab@ becomes ab_64
$
_36
a$b becomes a_36b
#
_35
ab# becomes ab_35
Interface overview
1. Toolbar
2. Quick connect bar
3. Message log
4. Local pane
5. Remote pane
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Send and retrieve files via FTP/SFTP using FileZilla
Quick connect to the server
1. Open FileZilla.
2. Enter your Host, Username, Password, and Port in the quick connect bar.
a.
The data center associated with your library’s account depends on the region
in which
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
here
.
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
following information:
a. Host: the data center associated with your
institution’s
account
b. Port: 22
c. Protocol: SFTP
–
SSH File Transfer
Protocol
d. Logon Type: Normal
e. User
: your institution’s assigned
username
f. Password
: your institution’s assigned
password
4. Click OK to save your entry.
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Send and retrieve files via FTP/SFTP
Connect via the site profile
1. Open FileZilla.
2. Click File > Site Manager.
3. In the left navigation, select the site you set up.
4. Click Connect.
Upload files
1. In the Remote pane, double-click the metac... folder.
2. Double-click the in folder.
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Send and retrieve files via FTP/SFTP
3. Double-click the folder for the collection type to which you will be sending files.
Data Sync Collection Type
File Directory Location
Bibliographic
/metacoll/in/
bib
Local Holdings Record
/metacoll/in/
lhr
Bibliographic and Local Holdings Record
/metacoll/in/
bib
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.
Download files
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.
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Send and retrieve files via FTP/SFTP
Note: You can also right-click files and select Download to download them, or simply double-
click them, to move them to the local pane.
4. The downloaded files will appear in the local pane.
Disconnect from FileZilla
FileZilla automatically disconnects from the visible server after 20 seconds of inactivity.
To manually disconnect from FileZilla:
1. In the toolbar, click the disconnect icon
).
2. In the message log, the status will read Disconnected from server.
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