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Simplified cataloging account roles

Learn about the roles that grant access to the simplified cataloging interface.

Simplified cataloging roles

Your library's subscription type determines which roles you will assign to view the simplified cataloging interface.

 Caution: Please note that to use the simplified cataloging interface, one of the following roles should assigned to a user and should not be combined with any other roles.

Full Cataloging & Metadata subscription:

  • Cataloging Basic
  • Cataloging Simplified

For a full list of Cataloging and Metadata roles in Record Manager, refer to Record Manager roles.

Record Manager Fundamentals SLE subscription:

  • Record Manager Fundamentals Basic
  • Record Manager Fundamentals Simplified

For a full list of Record Manager Fundamentals roles, refer to Record Manager Fundamentals account roles.

CatExpress subscription:

  • CatExpress Admin
  • CatExpress Basic
  • CatExpress Simplified

CatExpress subscriptions only have access to the simplified cataloging interface in Record Manager. See the table below for a comparison of the CatExpress roles.

CatExpress role comparison

Action Roles
CatExpress Admin CatExpress Basic CatExpress Reports Viewer CatExpress Simplified
Access to the simplified cataloging interface in WorldShare Record Manager.

 

x

 

x

 

 

x

Add local data.

x

   

x

Create and edit export lists.

x

   

x

Create and print labels.

x

   

x

Export bibliographic records.

x

   

x

Send bibliographic records to an export list only (can't export to local system via TCP/IP).  

 

x

   
Set and delete institutional WorldCat holdings.

x

   

x

Set institutional WorldCat holdings only.  

x

   
View/create/delete new users and assign roles to them.

 

x

     
View Cataloging reports.

x

 

x