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Reports and Report Designer account roles

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

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.

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.

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

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

 

 

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