Skip to main content
Support - EBSCO Help

Is there a web-based option available to send my catalog/IR data to EBSCO?

A web transfer client (ie: web-based) option is now available for institutions to send their Catalog/IR data to EBSCO. This option is available to our customers beginning in September 2017.

This option should be especially helpful for those institutions which are unable to use the standard FTP method of transferring data to us (typically due to potential IT restrictions, such as hospitals or government sites that are not allowed to download FTP clients to a local machine). Please note that your institution can use the new Web Transfer Client and a typical FTP client (such as Filezilla) interchangeably should you wish – you are no longer limited to a single method of data delivery via FTP/SFTP.

With this option you can send us data in either a compressed or uncompressed format. Please note that EBSCO currently supports the following compressed file formats only: .zip, .gz, or tar.gz

Please also note that all files uploaded to the FTP site for an EDS Custom Catalog need to be in either a supported compressed format or an uncompressed format, rather than a mix of compressed and uncompressed files. Regardless of whether a file is compressed or uncompressed, file names must contain only alphanumeric characters (i.e. Latin alphabet and numeric, but no accented characters/diacritics).

In order to access the new Web Transfer Client, please follow the steps below:

  1. Open a browser and go to the following address:

  2. Input your FTP credentials and click Log in.

    NOTE: Please use the same FTP credentials that were provided for FTP logins previously. This process does not require new credentials.

    Log in box

  3. Once you have logged in to the FTP server, you will now be in your home directory on the FTP server. You should see two subfolders full and update. You may also see time-stamped folders from previous uploads. The contents of the full folder are automatically moved into a different directory with a timestamp upon logout (ex. 20110721-0500-full). When files are uploaded into the full directory, any content in the current Custom Catalog database will be replaced with the files placed in the Full directory.

    • If you would like to upload a new full data set to the FTP site, click on the full folder.

    • If you would like to send an update to the current data set to the FTP site, click on the update folder.


      Once in the full or update folder, you are then able to drag and drop files to upload, as shown below.

      drag and drop files

  4. Once you have completed uploading your files to the client, you will see them appear under Completed in the Upload Manager facet on the right-hand side of the screen.

    upload manager

  5. IMPORTANT: Once you see all uploaded files in Completed, please remember to log out of your account - this will trigger the alert for us to pick up the new data uploaded. To do so, click on Account in the top-right, and select Logout from the drop-down menu.

    logout link

Additional Notes:

  • The browser running the client must have cookies enabled.

  • Data is encrypted via https.

  • The Web Transfer Client has been tested for use with the following browsers (their current versions at the time of testing):

    • Firefox - v39 or later
    • Chrome - v44 or later
    • Safari - Mac, v8 or later
    • Internet Explorer - v11 or later
  • Please note that going forward, EBSCO’s system will be automatically pruning all old/empty time-stamped folders (greater than 3 weeks old) from your FTP location for a better user experience upon login. Prior to this pruning, upon login, the Full/Update folders for uploading new data were not immediately visible in the default view, due to old empty folders being listed. After this pruning, upon login, the Full/Update folders for uploading new data are now immediately visible, which should help to reduce confusion and the need to scroll through old time-stamped folders to find the folders for uploads.