Who receives reports? Monthly transaction reports for individual libraries and for libraries subscribing as a group are mounted each month in My Files (under the WorldShare Metadata tab).
Reports for subscribers only. Reports are not available for libraries that use the CatExpress interface but do not subscribe to the service.
|Availability||Each month OCLC mounts your reports in My Files (under the WorldShare Metadata tab).|
|Longevity||Reports remain available for 90 days.|
|Content||The reports list transactions for the current month's activity and year-to-date activity (year-to-date activity is for the subscription year, not the calendar year).
Reports include 3 kinds of information:
|Format||The reports are available in a comma-delimited format, which can be loaded into a spreadsheet.|
|1||Log into your institution's WorldShare URL. If you have trouble logging in, contact OCLC Order Services.|
|2||In the WorldShare interface, navigate to Metadata > My Files.|
|4||Select Reports from the filter by drop-down list.|
|6||In the Action column, click Download. The file will automatically download to your workstation.|
|7||Save the file to your local workstation in its original format type. Do not change the file extension.|
|8||Log out of WorldShare.|