Record Manager account roles

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.

Cataloging roles

Cataloging role comparison

Action	Roles
Action	Cataloging BIBCO	Cataloging Bulk Edit	Cataloging CONSER	Cataloging Export	Cataloging Full	Cataloging Admin	Cataloging Reports Viewer	Cataloging Limited	Cataloging Simplified	LHR History Viewer
Add new WorldCat bibliographic records to WorldCat or replace existing ones.					x	x
Apply scripts to LBD records in the record work list.		x
Apply scripts to LHR records in the record work list.		x
Assign roles to other users. Create a user that automatically has the Everyone role assigned.						x
Can print labels.				x	x	x		x	x
Create users, regardless of module (Circ, Acq, etc.)						x
Create BIBCO records (contain pcc in the 042 field)	x
Create CONSER records (contain one of the CONSER codes in field 042)			x
Delete users.						x
Enable visibility of the LHR Change History. Enable user detail retention in the LHR Change History table.						x
Enables visibility of the Metadata tab and its components (Manage Records, Manage Collections, My Apps)				x	x	x		x
Export bibliographic records, authority records, and lists of records using WorldShare Record Manager.				x	x	x		x
Export bibliographic records only.									x
Manage LBD records in the record work list.		x
Manage LHR records in the record work list.		x
Perform all operations, including assigning roles to users.						x
Read information about self via WorldCat Local/Discovery.						x
Read information about users, regardless of module (Circ, Acq, etc.)						x
Replace BIBCO records (contain pcc in the 042 field)	x
Replace CONSER records (contain one of the CONSER codes in field 042)			x
Retrieve and view users.						x
Run Cataloging/Collection and Metadata reports from the Analytics module.					x	x	x
The security context contains all the information about a given user (especially what actions they can perform). This permission allows the user to perform actions on behalf of another user (patron).						x
Set and delete institutional holdings only.									x
Update information about other users, regardless of module (Circ, Acq, etc.)						x
Update information about self via WorldCat Local/Discovery.						x
Update institution configuration information relating to authentication and authorization.						x
Use the Forgot Password feature to get a new password.						x
View information about a user’s accounts. In some circumstances this may include identifying information about accounts external to OCLC (e.g. where OCLC receives periodic patron updates from an external system, or where authentication is managed by an external system).						x
View and interact with a broad range of data and record types. Includes display of holdings information, search and display of records, viewing, adding and replacing of Local Holdings Records (LHRs), viewing, adding and replacing of records in the online save file, validation, heading control, and setting/deleting of institutional holdings					x	x		x
View the LHR Change History.					x	x				x
View My Library and export data.				x	x	x		x
View the LBD tab on the Record Work Lists screen.		x
View the LHR tab on the Record Work List screen.		x

* For use of agent operations with WorldCat Metadata API and performing the following actions on behalf of other institution(s) in Record Manager:

** Should not be combined with any other roles. Only assign the Fundamentals Record Manager Simplified role to users that should be limited to the Simplified functionality.

*** Assigned to National Libraries only. Contact OCLC Support if the role needs to be assigned.

**** Assigned to users at Member Merge libraries only. Contact OCLC Support if the role needs to be assigned.

CatExpress roles

CatExpress role comparison

Action	Roles
Action	CatExpress Admin	CatExpress Reports Viewer	CatExpress Simplified
Export bibliographic records.	x		x
Print labels.	x		x
Set and delete institutional WorldCat holdings.	x		x
View/create/delete new users and assign roles to them.	x
View Cataloging reports.	x	x

Authorities roles

Authorities role comparison

Note: Add, replace, or lock LC operations only apply to LC Name records.

All Record Manager users can perform the following actions without an assigned role:

Search or browse all available authority files, including the save file
View authority records in all available authority files
Export an authority record using a TCP/IP connection or by downloading the file through your browser
Send authority records to the save file
Reformat an authority record

Action	Roles
Action	Authorities Canadiana Names French	Authorities Canadiana Names French Deletes	Authorities Canadiana Subjects	Authorities Canadiana Subjects Deletes	Authorities LC NACO Name Authority File	Authorities Search Export	Authorities Search Export Canadiana
Add Canadiana record from save file	x		x
Add Canadiana record to authority save file and lock Canadiana record	x	x	x	x		x	x
Add Canadiana record to file	x		x
Add LC record from save file					x
Add LC record to authority save file and lock LC record	x	x	x	x	x	x	x
Add LC record to file					x
Add new record to authority save file	x	x	x	x	x	x	x
Delete and supersede Canadiana record		x		x
Delete Canadiana record		x		x
Delete save file record	x	x	x	x	x	x	x
Edit and replace BIBCO records (contain pcc in the 042 field)					x
Recall LC save file record for review	x	x	x	x	x	x	x
Release Canadiana lock from save file record display	x	x	x	x		x	x
Release LC lock from save file record display	x	x	x	x	x	x	x
Replace Canadiana record from save file	x		x
Replace existing Canadiana record	x		x
Replace existing LC authority record					x
Replace LC record from save file					x
Re-save save file record	x	x	x	x	x	x	x
Submit existing save file record for review	x	x	x	x	x	x	x