Record Manager account roles
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Learn about the roles available for managing accounts in WorldShare Record Manager.
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 Admin
- Cataloging Agent
- Cataloging AI
- Cataloging BIBCO
- Cataloging Basic
- Cataloging Bulk Edit
- Cataloging CONSER
- Cataloging Export
- Cataloging Full
- Cataloging Limited
- Cataloging Member Merge
- Cataloging National
- Cataloging Reports Viewer
- Cataloging Simplified
- LHR History Viewer
Cataloging role comparison
| Action | Roles | ||||||
|---|---|---|---|---|---|---|---|
| Cataloging Admin | Cataloging Bulk Edit | Cataloging Export | Cataloging Full | Cataloging Limited | Cataloging Reports Viewer | ||
| Add new WorldCat bibliographic records to WorldCat or replace existing ones. | x | x | |||||
| Add local data. | x | x | x | ||||
| Add new Local Holdings Records or replace existing ones. | x | x | x | ||||
| Create and edit export lists. | x | x | x | x | |||
| Create and print labels. | x | x | x | x | |||
| Create, update and delete users, regardless of module (Circ, Acq, etc.). | x | ||||||
| Export bibliographic records, authority records, and lists of records. | x | x | x | x | |||
| Export bibliographic records only. | |||||||
| Insert WorldCat Entity identifiers in bibliographic record fields. | x | x | x | ||||
| Manage and apply scripts to LBD records in the record work list. | x | ||||||
| Manage and apply scripts to LHR records in the record work list. | x | ||||||
| Provides access to the simplified cataloging interface. | |||||||
| Read and update information about self via WorldCat Discovery. | x | ||||||
| Read information about users, regardless of module (Circ, Acq, etc.). | x | ||||||
| Read Only view of bibliographic records. | |||||||
| Retrieve and view users. Assign roles to other users. Create a user that automatically has the Everyone role assigned. | 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 | ||||||
| Send bibliographic records to an export list only (can't export to local system via TCP/IP). | |||||||
| Set WorldCat institutional holdings only. | |||||||
| Set and delete WorldCat institutional holdings. | x | x | x | ||||
| Update institution configuration information relating to authentication and authorization. | x | ||||||
| Use the Forgot Password feature to get a new password. | x | ||||||
| View and edit Institution Settings. Enable visibility of the LHR Change History, enable user detail retention in the LHR Change History table, and enable and customize WorldCat holdings audience levels.
Note: WMS libraries only. |
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 records in the online save file, validation and heading control. | x | x | x | ||||
| View the item change and LHR Change History table. | 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 | ||||||
| Manage WSKeys at the OCLC Developer Network. | x | ||||||
Authorities roles
- Authorities Canadiana Names French
- Authorities Canadiana Names French Deletes
- Authorities Canadiana Subjects
- Authorities Canadiana Subjects Deletes
- Authorities LC NACO Name Authority File
Note: Cannot be used in combination with the Cataloging CONSER or Cataloging BIBCO roles.
- Authorities Search Export
- Authorities Search Export Canadiana
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 | ||||||
|---|---|---|---|---|---|---|---|
| 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 |
Analytics
See Reports and Report Designer roles for a list of available Cataloging/Collection and Metadatatandard reports and associated roles.
Record Manager Fundamentals
See Record Manager Fundamentals account roles for a list of available associated roles.
CatExpress roles
The CatExpress roles provide access to the simplified cataloging interface in Record Manager, and are only assigned to CatExpress subscribers. Refer to Simplified cataloging account roles.