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OCLC Support

Export

Learn how to use the Export feature within Resource Sharing for Groups to export queues and search results.

With Resource Sharing for Groups, you have access to the Export feature. All queues (except the Print queues and Linked Requests queues) and search results have the Export All button, which allows you to export all items in the queue or search results tab. When you export a queue or search results, you will be given a comma-separated value (CSV) file. You can use this file for printing by merging request data with custom Microsoft Word, or other, print templates.

You do not have to set up the Export feature. The Export button appears on all queues and search results, except for the Linked Request (Book Club) queues and Print queues.

 Note: When you are exporting items from search results, the Export All button only applies to the active tab. For example, if you searched for requests and received search results for Borrower, Lender, and Document Delivery requests, if you are viewing the Lender requests and you click Export All, only the Lender requests will be exported.

Export use cases

The following table describes two common use cases in which you may want to use the Export feature:

Use case Descripción
Create book straps for items received from lending libraries If you have a print template you want to use with the Microsoft Word mail merge feature, you can export requests from the Received queue. The data that you export can be used as a data source for the mail merge book straps document. Note: There may be previously received requests in the Received queue. Edit the exported file to display only rows where RECEIVEDATE is the preferred date.
Labels for shipping lending requests to borrowers (if your institution is using Advanced Lending) If you have a print template you want to use with the Microsoft Word mail merge feature, you can export requests from the Packaging queue. Note: Book straps can be created from the Packaging queue, but if the book strap includes the Due Date, that field is not saved to the request until the Lender responds Yes. In that case, export the Supplied queue.

 Note: You can also print book straps using the Print Queues in Resource Sharing for Groups. See Print bookstraps or stickers for more information.

Export a queue

Follow the instructions below to export a queue.

A screenshot of the borrowing request with the Export All button called out

To export a queue:

  1. On the left navigation, click the category (e.g., Borrowing Requests).
  2. Click the queue you want to export.
  3. On the queue screen, on the upper right side, click Export All.
  4. Open the file or save it to your computer.

Export search results

Follow the instructions below to export the active tab of your search results.

A screenshot of the borrowing request with the borrower tab and Export All button called out

To export search results:

  1. Search for requests.
  2. On the search results screen, click Export All.  

 Note: The search results tab you are viewing is the only that will be exported.

  1. Open the file or save it to your computer.

Export fields

There are two different types export files: Borrowing and Lending. Borrowing and Lending exports contain different fields. See the tables below for more information. Each of the fields corresponds to the different column headings in the CSV file.

Fields appear in the file in the order they appear on the request form in Resource Sharing for Groups. For example, if you are exporting Borrowing data, the Request Details will appear first, then Borrowing Library, then Patron. Dates appear in your library's date format and the preferred format for your locale. Note: PATRONNAME is only one field, but contains the first and last name of the patron. SUPPLIERNAME is the symbol of the lending library on ILL requests, but for Purchase requests, this field is the vendor.

Borrowing export fields

For queues under the categories: Borrowing Requests, Document Delivery, and Purchasing Requests.

Borrowing export fields
Campo Request field in Resource Sharing for Groups
FULFILLMENTTYPE Fulfillment Type (e.g., ILL Document Delivery, Purchase Request, Open Access)
REQUESTID Request ID
DUEDATE Due Date, as provided by the lender. This is the first Due Date.
REQUESTSTATUS Status (Request Details)
SOURCE Source
REQUESTERSYMBOL Prestatario
TAGS Request Tags
LENDERSTRING Lender String
SUPPLIERSYMBOL

Lenders

Supplier (Request History)

SUPPLIERNAME Once a lender from the lender string has replied Yes, they become the supplier.
SERVICETYPE Type (Loan or Copy)
REQUESTDATE Requested on
PRODUCEDDATE The date the request was sent to lenders by the borrowing library.
RECEIVEDATE Received Date
WMSITEMBARCODE Item Barcode (circulation temporary item associated with the request)
NEEDBYDATE Need Before
PURCHASENOTE Purchase Notes
PURCHASEPRICE Price
PURCHASEORDERNUMBER Order Number
BIBAUTHOR Author
BIBTITLE Title / Journal
BIBPUBLISHER Publisher
BIBUNIFORMTITLE Uniform Title
BIBEDITION Edition
BIBOCLCNUMBER OCLC
BIBISSN ISSN
BIBISBN ISBN
BIBDOI DOI
BIBPUBMEDID PMID
BIBSERIESNOTE Serie
BIBARTICLEAUTHOR Article Author
BIBARTICLETITLE Article Title
BIBFORMAT Format
BIBVOLUME Volume
BIBISSUENUMBER Issue/No
BIBISSUEDATE Issue Date
BIBPAGES Páginas
BIBDISSERTATIONNOTE Dissertation
LINKTYPE URL Type
LINKURL URL
LINKPASSWORD Password
VERIFIED Verification
MAXCOST Maximum Cost
LENDINGCHARGES Lending Charges
LENDINGRESTRICTIONS Lending Restrictions
BORROWINGNOTES Borrowing Notes
LENDERNOTES Lending Notes
AFFILIATIONNOTE Group Affiliation
COPYRIGHT CCL/CCG/None (does not include the full details of your selection if you are using the Copyright feature)
SHIPPEDDATE Shipped Date
FAXNUMBER Fax (Borrowing Library)
EMAIL Email (Borrowing Library)
ODYSSEYURL Electronic Delivery Preferred and Alternate fields
ARIELFTP Electronic Delivery Preferred and Alternate fields
ARIELEMAIL Electronic Delivery Preferred and Alternate fields
BILLINGATTENTION Bill To
BILLINGSTREET1 Address (Borrowing Library > Billing)
BILLINGSTREET2 Address (Borrowing Library > Billing)
BILLINGLOCALITY City (Borrowing Library > Billing)
BILLINGREGION State/Province (Borrowing Library > Billing)
BILLINGCOUNTRY Country (Borrowing Library > Billing)
BILLINGPOSTALCODE Postal Code (Borrowing Library > Billing)
BILLINGNOTES Billing Notes
SHIPVIA Ship Via
SHIPTOATTENTION Ship To
SHIPTOSTREET1 Address (Borrowing Library > Shipping)
SHIPTOSTREET2 Address (Borrowing Library > Shipping)
SHIPTOLOCALITY City (Borrowing Library > Shipping)
SHIPTOREGION State/Province (Borrowing Library > Shipping)
SHIPTOCOUNTRY Country (Borrowing Library > Shipping)
SHIPTOPOSTALCODE Postal Code (Borrowing Library > Shipping)
RETURNVIA Return Via
RETURNTOATTENTION Return To
RETURNTOSTREET1 Address (Lending Information)
RETURNTOSTREET2 Address (Lending Information)
RETURNTOLOCALITY City (Lending Information)
RETURNTOREGION State/Province (Lending Information)
RETURNTOCOUNTRY Country (Lending Information)
RETURNTOPOSTALCODE Postal Code (Lending Information)
PATRONID ID (Patron)
PATRONSTATUS Status (Patron)
PATRONPHONE Phone (Patron)
PATRONFAX Fax (Patron)
PATRONEMAIL Email (Patron)
PATRONNOTE Notes (Patron)
PATRONNAME Name (Patron)
PATRONSTREET1 Address (Patron)
PATRONSTREET2 Address (Patron)
PATRONLOCALITY City (Patron)
PATRONREGION State/Province (Patron)
PATRONCOUNTRY Country (Patron)
PATRONPOSTALCODE Postal Code (Patron)
PATRONDEPARTMENT Department
PICKUPLOCATION Pickup Location
PATRONDUEDATE Not displayed in Resource Sharing for Groups. The patron due date appears in My Account if configured in the Patron Settings module of the OCLC Service Configuration. The patron due date is the Due Date or New Due Date offset by the number of days configured in Patron Settings.

Lending export fields

For queues under the categories: Lending Requests and Lending Priorities.

Lending export fields
Campo Request field in Resource Sharing for Groups
FULFILLMENTTYPE Fulfillment Type (e.g., ILL Document Delivery, Purchase Request, Open Access)
REQUESTID Request ID
DUEDATE Due Date, as provided by the lender.
REQUESTSTATUS Status (Request Details)
SOURCE Source
REQUESTERSYMBOL Prestatario
TAGS Request Tags
LENDERSTRING Lender String
SUPPLIERSYMBOL

Lenders

Supplier (Request History)

SUPPLIERNAME Once a lender from the lender string has replied Yes, they become the supplier.
SERVICETYPE Type (Loan or Copy)
REQUESTDATE Requested on
PRODUCEDDATE Date the request was sent to lenders by the borrowing library.
RECEIVEDATE Received Date
WMSITEMBARCODE Item Barcode (circulation temporary item associated with the request)
NEEDBYDATE Need Before
PURCHASENOTE Purchase Notes
PURCHASEPRICE Price
PURCHASEORDERNUMBER Order Number
COPYRIGHTUSE CCL/CCG/None. Regardless of whether the borrower uses WorldShare Interlibrary Loan or Resource Sharing for Groups, the lender will only see CCL, CCG, or None.
LOCALID Local ID
BIBAUTHOR Author
BIBTITLE Title / Journal
BIBPUBLISHER Publisher
BIBUNIFORMTITLE Uniform Title
BIBEDITION Edition
BIBOCLCNUMBER OCLC
BIBISSN ISSN
BIBISBN ISBN
BIBDOI DOI
BIBPUBMEDID PMID
BIBSERIESNOTE Serie
BIBARTICLEAUTHOR Article Author
BIBARTICLETITLE Article Title
BIBFORMAT Format
BIBVOLUME Volume
BIBISSUENUMBER Issue/No
BIBISSUEDATE Issue Date
BIBPAGES Páginas
BIBDISSERTATIONNOTE Dissertation
LINKTYPE URL Type
LINKURL URL
LINKPASSWORD Password
VERIFIED Verification
MAXCOST Maximum Cost
LENDINGCHARGES Lending Charges
LENDINGRESTRICTIONS Lending Restrictions
BORROWINGNOTES Borrowing Notes
LENDERNOTES Lending Notes
AFFILIATIONNOTE Group Affiliation
COPYRIGHT CCL/CCG/None. Regardless of whether the borrower uses WorldShare Interlibrary Loan or Resource Sharing for Groups, the lender will only see CCL, CCG, or None.
SHIPPEDDATE Shipped Date
FAXNUMBER Fax (Borrowing Information)
EMAIL Email (Borrowing Information)
ODYSSEYURL Electronic Delivery Preferred and Alternate fields
ARIELFTP Electronic Delivery Preferred and Alternate fields
ARIELEMAIL Electronic Delivery Preferred and Alternate fields
BILLINGATTENTION Bill To
BILLINGSTREET1 Address (Borrowing Information > Bill to)
BILLINGSTREET2 Address (Borrowing Library > Bill to)
BILLINGLOCALITY City (Borrowing Library > Bill to)
BILLINGREGION State/Province (Borrowing Library > Bill to)
BILLINGCOUNTRY Address (Borrowing Library > Bill to)
BILLINGPOSTALCODE Postal Code (Borrowing Information > Bill to)
BILLINGNOTES Note (Borrowing Information > Bill to)
SHIPVIA Ship Via
SHIPTOATTENTION Attention (Borrowing Information > Ship to)
SHIPTOSTREET1 Address (Borrowing Information> Ship to)
SHIPTOSTREET2 Address (Borrowing Library > Ship to)
SHIPTOLOCALITY City (Borrowing Library > Ship to)
SHIPTOREGION State/Province (Borrowing Library > Ship to)
SHIPTOCOUNTRY Country (Borrowing Information > Ship to)
SHIPTOPOSTALCODE Postal Code (Borrowing Library > Ship to)
RETURNVIA Return Via
RETURNTOATTENTION Return To
RETURNTOSTREET1 Address (Lending Information)
RETURNTOSTREET2 Address (Lending Information)
RETURNTOLOCALITY City (Lending Information)
RETURNTOREGION State/Province (Lending Information)
RETURNTOCOUNTRY Country (Lending Information)
RETURNTOPOSTALCODE Postal Code (Lending Information)