4 Transaction Reports

4.1 CatExpress: Transaction reports

Monthly transaction reports

Who receives reports? Monthly transaction reports for individual libraries and for libraries subscribing as a group are mounted each month on the OCLC Product Services Web.

Reports for subscribers only. Reports are not available for libraries that use the CatExpress interface but do not subscribe to the service.

Characteristic Description
Availability Each month OCLC mounts your reports on OCLC Product Services Web.
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:
  • Setholds: The number of times your institution symbol was added to a record as a first-time use. Any usage after your first time use is not counted against your CatExpress subscription level.
  • Deletes: The number of times you delete your institution symbol from a record.
  • Searches: The number of searches you performed in CatExpress.
Format The reports are available in both a text format and in a comma-delimited format, which can be loaded into a spreadsheet.

View or download transaction reports

  Action Result
1 Go to OCLC Product Services Web.
  • Once logged on, on the right side of the screen under Useful Links, select Product Services Web.
    Or
  • Direct to PSW Point your browser to the Product Services Web site at
    http://psw.oclc.org
From CatExpress session:
The Records and Reports screen appears. Go to step 3.
The screen contains the following lists:
  • Records and their Associated Reports
  • Reports and Statistics
  • Sample Records and Reports
Or
Direct to PSW:
The Product Services Web Welcome screen appears.
Go to step 2.
2 Direct to PSW:
On the left side of the Product Services Web Welcome screen, click Records and Reports.
The Records and Reports screen appears. Go to step 3.
The screen contains the following lists:
  • Records and their Associated Reports
  • Reports and Statistics
  • Sample Records and Reports
3 Retrieve transaction reports
Under Reports and Statistics, click OCLC CatExpress Transaction Reports.
From CatExpress session:
If you access PSW from within CatExpress, a screen appears listing CatExpress transaction reports.
Go to step 5.
Or
Direct to PSW:
If you go directly to PSW, the Product Services authorization screen appears.
Go to step 4.
4 Direct to PSW:
Log on to PSW
If asked to log on, type your CatExpress authorization and password, and then click Enter.
A screen appears listing CatExpress transaction reports.
5 Download the transaction report you want
Click the Download link.
Or
View the transaction report. Click the View link. To close the viewing window and return to the list of files, click the Back button in your browser.
Download file
The Save As dialog box appears.
To continue and download the file, go to step 6.
6 Optional. Rename file.
On the bottom of the Save dialog box in the File name box, type the name of the file using local file naming conventions.
The name you type appears in the File name box.
7 Optional. Select file type and extension from list.
Below the File name box, in the Save as type area, click the arrow to open the list, and choose a file type and extension.
Follow local guidelines to determine the extension to use.
The file type you select appears in the Save as type box.
8 Complete downloading a transaction report: In the Save As dialog box, click Save.
The browser saves the file on your workstation in the specified location.

back to top