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.
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.
| 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 |
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 | ||
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 | ||||
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.
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.
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. |
|
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 |