About WorldShare group reports

Overview

WorldShare Groups can use the tools available in WorldShare group reports to monitor your group's activity within the WorldShare application, including reports on WorldShare activity and cataloging work in Record Manager.

To use WorldShare group reports, your group will need to meet the following prerequisites:

Your group must be set up as a WorldShare Group.
All group member institutions must be Report Designer customers.
Your group must designate administrators. Group report administrators will see all data for the group (e.g., Circulation Administrators will see all patron and circulation data across the group). Please confirm your WorldShare Group leadership is aware and accepting of this functionality.

If your group meets the prerequisites above, contact analyticsfeedback@oclc.org and include each user's:

Name
Barcode
Institution name
Institution symbol
Roles that need to be provisioned to the user

Note: The request for HELIN requires a chair to grant permission.

The OCLC Analytics team will be responsible for applying the necessary group roles to allow the admin user to perform group-level reporting. OCLC Analytics will provide additional information about running these reports and understanding the output.

Note: When you are in group scope, all universes have a 500,000 row limit.

WorldShare group report administrator roles

Group Administrator role	Available universes with visible group member data
WorldShare Group Acquisitions Admin	Acquisitions Serials Received
WorldShare Group Cataloging Admin	Cataloging Group Activity Group Titles Institution Title Holdings LHR Item Detail
WorldShare Group Circulation Admin	Circulation Events Circulation Fiscal Transactions Circulation Hold Request Circulation Item Status Circulation Patron Information Circulation Scheduled Items
WorldShare Group EResources Admin	E-Resources COUNTER 4 E-Resources COUNTER 5 Overlap
WorldShare ILL Group Admin Note: This role can only be assigned to WorldShare Group libraries with Tipasa or Resource Sharing for Groups libraries. Users with the WorldShare ILL Group Admin role will not be able to view any of the contents of the Request Borrower Tags and Request Lender Tags, which are only visible to individual institutions. Select your institution scope when launching Report Designer to view the request tags for your individual institution.	Circulation Patron Information Interlibrary Loan

Open a new group report

In the left navigation, click Report Launch Pad.
Select your group symbol from the Report Scope drop-down list and click Continue. The Folders screen in Report Designer opens in a new browser tab.
Click a report category folder on the Folders screen.
Click the name of the report you wish to run. The report will open in a new tab in Report Designer.

Schedule a group report

Caution: The files that appear in My Files do not have any additional security/privacy, so any user with access to My Files in your institution can open and view them. Please use caution if you create reports that contain sensitive data. You may wish to continue to utilize "Default Enterprise Location" for cases where data is sensitive, and you want to limit who can view the output.

You can schedule standard and custom group reports using WorldShare Reports and Report Designer.