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Reports and Report Designer account roles

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Learn about the roles available for managing accounts in WorldShare Reports and Report Designer.

WorldShare Admin

For more information about roles and managing accounts, see WorldShare Admin, User management.

To view all available WorldShare roles, see WorldShare Admin, Roles.

 Note: Please contact OCLC Support for if you need assistance as certain cataloging roles require participation in National Cooperative Cataloging Programs before they can be assigned.

Reports and Report Designer roles

  • Analytics Report Scheduler
  • Analytics Report Author
  • Analytics Report Author Admin

 Note: You can view individual standard reports (Acquisitions, Cataloging/Collection, Circulation, E-Resources, Interlibrary Loan, and Metadata) without having one of the above roles assigned. See Reports and Report Designer authorization roles for more information.

Additional Reports roles

Action Role
Analytics Report Admin Analytics Report Staff Analytics User
Assign Analytics Report roles to other users. x   Do not use.
View My Library and export data. x x
View My Files. x x

Reports and Report Designer roles comparison

Action Role
Analytics Report Scheduler Analytics Report Author Analytics Report Author Admin
Assign Report Author roles to other users.     x
Author ad-hoc reports in the analytics environment.   x x
Schedule any report. x x x
View My Files. x x x

Reports and Report Designer authorization roles

Acquisitions reports

If you have one of the roles below assigned, you can view individual Acquisitions standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Acquisitions roles.

Report Roles
Acquisitions Admin Acquisitions Reports Viewer Acquisitions Senior Staff Serials Admin
Acquisitions Dashboard x x x  
Acquisitions Data Last Refreshed x x x x
Fund Balance x x x  
Open Encumbrances x x x  
Paid Invoice Summary Report x x x  
Paid Invoice Item Detail Report x x x  
Payment Activity by Classification x x x  
Payment Activity by Fund x x x  
Payment Activity by Location x x x  
Payment Activity by Material Format x x x  
Payment Activity by Processing Type x x x  
Payment Activity by Requestor x x x  
Payment Activity by Vendor x x x  
Receiving Activity by Location x x x  
Serials Received Summary Report x x x x
Title Copy Detail Report x x x  
Vendor Performance x x    

Cataloging/Collection reports

If you have one of the roles below assigned, you can view individual Cataloging/Collection standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Record Manager roles.

Report Roles
Cataloging Agent Cataloging Reports Viewer Cataloging Full Cataloging Admin WorldShare Group Cataloging Admin
Branch Item Holdings by Material Format x x x x  
Branch Item Holdings by Shelving Location x x x x  
Cataloging Data Last Refreshed x x x x  
LHR Duplicate Barcodes x x x x  
New Titles List x x x x  
Removed Titles List x x x x  
Title Holdings by Material Format x x x x  
Title Holdings by Material Format and Publish Date x x x x  
Title Holdings by OCLC Subject Conspectus x x x x  
Count of New and Removed Group Titles         x
Group Cataloging Data Last Refreshed         x
Title Counts for Group Catalog Report         x
Title Holdings Count by Institution         x
Titles Held by a Single Institution         x

Circulation reports

If you have one of the roles below assigned, you can view individual Circulation standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Circulation roles.

Report Roles
Circulation Admin Circulation Reports Viewer Circulation Desk WorldShare Group Circulation Admin
All Checked Out Items Report x x x  
Circulation Add-Delete Report1 x x x  
Circulation Dashboard x x x  
Circulation Data Last Refreshed x x x  
Circulation Events Detail Report x x x  
Daily Payments Report x x x  
Fiscal Detail Report x x x  
Fiscal Summary Report x x x  
Group All Checked Out Items Report       x
Group Circulation Events Detail Report       x
Group Open Holds Request Report       x
Group Overdue Items Report       x
High Use Circulation Titles Summary Report x x x  
Holds List Report x x x  
Holds Ready for Pickup Report x x x  
Hourly Average Circulation Activity Daily Chart x x x  
Hourly Average Circulation Activity Summary Report x x x  
Item Status Statistics Chart x x x  
Items in Transit Report x x x  
Lost or Missing Items Report x x x  
Monthly Circulation Statistics Report x x x  
Open Holds Report x x x  
Outstanding Fees and Bills Report x x x  
Overdue Items Aging Report x x x  
Patron Counts Summary Report x x x
Patron Information Detail Report x x x  
Recalled Items Report x x x  

1 This report uses Circulation, Acquisitions, and LHR Item Detail data, so the following roles are needed in addition to the Circulation roles identified:

  • ACQUISITIONS_ADMIN OR ACQ_SENIOR_STAFF
  • CATALOGING AGENT OR CATALOGING FULL OR CATALOGING INST ADMIN

E-Resources reports

If you have one of the roles below assigned, you can view individual E-Resources standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Collection Manager roles and License Manager roles.

Report Roles            
License Manager Admin License Manager Reports Viewer License Manager Staff Collection Manager Admin Collection Manager Reports Viewer Collection Manager Supervisor Collection Manager Staff
E-Resources Data Last Refreshed x x x x   x x
COUNTER 4 Merged Database Usage Summary x x x        
COUNTER 4 Merged Database Usage Detail x x x        
COUNTER 4 Merged E-Journal/E-book Usage Summary x x x        
COUNTER 4 Merged E-Journal/E-book Usage Detail x x x        
COUNTER 4 Merged Vendor Usage Detail x x x        
COUNTER 4 Titles with Zero Usage Detail x x x        
COUNTER 4 Top 100 Title Usage x x x        
COUNTER 5 Database Denials Summary x x x        
COUNTER 5 Database Usage Summary x x x        
COUNTER 5 Database Vendor Usage Detail x x x        
COUNTER 5 E-Book Title Usage Comparison x x x        
COUNTER 5 E-Journal Title Usage Comparison x x x        
COUNTER 5 E-Journal/E-Book Open Access Usage Summary x x x        
COUNTER 5 E-Journal/E-Book Open Access Usage Detail x x x        
COUNTER 5 E-Journal/E-Book Platform Usage x x x        
COUNTER 5 Merged E-Journal/E-book Usage Summary x x x        
COUNTER 5 Merged E-Journal/E-book Usage Detail x x x        
COUNTER 5 Multimedia/Journal Article Usage Summary x x x        
COUNTER 5 Multimedia/Journal Article Usage Detail x x x        
COUNTER 5 Platform Usage Summary x x x        
COUNTER 5 Year of Publication Usage Summary x x x        
COUNTER 5 Year of Publication Usage Detail x x x        
WorldCat knowledge base - Collection Overlap Detail Report x x x x x x x
WorldCat knowledge base - Collection Overlap Summary Report x x x x x x x
WorldCat knowledge base - My Collection Overlap Detail Report x x x x x x x
WorldCat knowledge base - My Collection Overlap Summary Report x x x x x x x

Interlibrary Loan reports

 Note: Only libraries using Tipasa can view Interlibrary Loan reports.

If you have one of the roles below assigned, you can view individual Interlibrary Loan standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Interlibrary Loan roles.

Reports Role
WorldShare ILL Admin
Circulation Data Last Refreshed x
Document Delivery Activity Overview x
Document Delivery Request Detail x
Document Delivery Request Statistics x
Interlibrary Loan Data Last Refreshed x
Patron Counts Summary Report x
Patron Information Detail Report x

 Note: In addition to viewing the standard reports above, users who have the WorldShare ILL Admin role assigned can author reports in Report Designer.

Metadata reports

If you have one of the roles below assigned, you can view individual Metadata standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Record Manager roles.

Report Roles
Cataloging Agent Cataloging Reports Viewer Cataloging Full Cataloging Admin
Daily LHR Maintenance Summary x x x x
Daily Record Manager Actions x x x x
Daily WorldCat Metadata API Actions x x x x
Monthly Local Holdings Record Maintenance Detail Report x x x x
Monthly Local Holdings Record Maintenance Summary Report x x x x
Monthly Record Manager Actions x x x x
Monthly WorldCat Metadata API Actions x x x x
Update Bulk LBD Records (Record Work Lists) x x x x
Update Bulk LHRs (Record Work Lists) x x x x