WorldShare Admin
When you subscribe to a WorldShare service, you can manage your user accounts and alert messages using the Admin module. You must have one of the Administrative roles assigned to your account in order to access the Admin module.
See how to Add services and manage staff accounts.
- Get started
- Get started with the WorldShare Admin tab.
- Account Info
- The Account Info section contains information related to your WMS or third-party authentication method. Account Info is updated every time you ingest user data.
- Additional Info
- The Additional Info section contains information about the user that was entered in the additionalInfo attribute of the XML file that was created as part of the data ingest process.
- Alerts Management
- Alerts are messages that can be sent to users within the WorldShare interface. If you use WorldShare Circulation or WorldShare License Manager, you can configure predefined alerts to be sent to users when a specific action occurs within the system.
- Basic User Data
- In the Basic User Data section, you can enter personal, contact, and circulation information about your users.
- Custom Data
- The Custom Data section contains four fields that can be used to store additional institution-specific information about the user. If you use WorldShare Circulation, the Custom Data fields will also appear in the patron's account in the Custom Data section of the Profile tab.
- Diagnostics
- The Diagnostics section contains old barcodes and information about the staff member who created the user account and the staff member who last modified the user account.
- Roles
- Find descriptions of available roles. Roles determine what actions users can perform in the system. The roles that you see in your Admin module may vary according to your own roles or the products your library subscribes to.
- OCLC Service Configuration roles
- Acquisitions roles
- Alert roles
- Record Manager roles
- Circulation roles
- Collection Evaluation roles
- Collection Manager roles
- Course Reserves roles
- WorldCat Discovery roles
- Everyone role
- Interlibrary Loan roles
- License Manager roles
- Platform Management roles
- Reports and Report Designer roles
- User Management roles
- Web Service Keys Admin role
- User Management
- Use the Admin module to manage user accounts. Users may consist of staff, patrons, or both. If you use WorldShare Circulation, you will see both patron and staff accounts in the Admin module. Any patron accounts that you create in the Circulation module can also be accessed in the Admin module.
- Troubleshooting
- Find frequently asked questions (FAQ), instructions on how to complete specific tasks (How-to), and troubleshooting steps (Troubleshooting).
- Are WorldShare accounts specific to one machine or can you use them on more than one?
- A staff member has left. How do I delete their account and will their work be lost?
- Special characters/Diacritics are displaying as question marks in my patron records
- Does WorldShare authorization require using only lower case letters in a user account email address?
- Every time I sign into WorldShare, the "Select branch for current location" box appears.
- How can I change my account details?
- How can I notify users to renew their accounts before their Expiration Dates?
- How do I change my account details?
- How do I change my OCLC Community Center email address?
- How do I determine what authentication method my library is using?
- How do I get a list of my library's holding codes?
- How do I search for users with an apostrophe in their name?
- How do I stop emails from the Community Center from coming to my inbox?
- How do we add the BIBCO role to our accounts?
- Is there a way to search by User ID at Source
- Is there a way to see a time and date of a patron profile changes?
- I am getting an "email address invalid" error message when trying to log into WorldShare.
- I am getting an error message mentioning my email address when logging into WorldShare
- I am trying to create a WorldShare account, but the username field is grayed out.
- I am trying to remove the Cataloging Full role from a user, but the check box is appearing as greyed out.
- I am using third party authentication and I accidentally assigned the incorrect User ID at Source to an account. How do I remove this?
- I can't log in to WMS. The error message is "One or more signatures could not be validated on the SAML response from the identity provider"
- I don't have access to WorldShare. How can I create a WorldShare account?
- I forgot my WorldShare URL.
- I have taken over OCLC accounts, how do I get Admin access?
- My library is using dual authentication. How do I change the text of our sign in buttons?
- User is getting a login error, but there is no password reset link to change it
- Why are patron photos not showing up anymore in Circulation patron accounts?
- The Course Reserves Manager role is not available as an option. How do I assign this to a user?
- The Identity Management section is missing in WorldShare Admin. Where did it go?
- We have multiple branches, am I able to sign-in to different branches without logging out or closing my browser?
- What file type should I upload for patron load?
- What is the Cataloging Evaluation role in WorldShare Admin?
- What search can bring up all users under User Management?
- What to do if you discover you have two patron records for the same patron including the same barcode?
- What values are acceptable in the gender field in a patron load file?
- When I try to login into WorldShare, I get an error that the page is not working
- When I try to log into WorldShare I get an error message that says "We're sorry. We are unable to process your request at this moment. Please try again later."
- When signing in to WorldShare, I get an error message: "You are not authorized to view WorldShare ILL."
- Where can I find our production principal_idns?
- Which characters are not permitted in a WorldShare username?
- Why am I getting an "Username or password is invalid. Authentication failed." error when logging in?
- Why am I getting a "There is a problem with the email address in your user account" error when logging into WorldShare?
- Why am I not receiving a password reset email?
- Why am I receiving a "there is a problem with your email address" error when logging into the Community Center?
- Why can't I create new user accounts in WorldShare?
- Why does clicking the Password Reset Link sent in an email lead to a blank page?
- Why does the error "User record not found" appear when attempting to sign in to WMS?
- Why don't I see the set/reset password option in WorldShare?
- Why is my WorldShare account expired?
- WorldShare is telling me there is a problem with my email. How can this be fixed?