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About WMS group reports

Overview

WMS Groups can use the tools available in WMS group reports to monitor your group's activity within the WorldShare application, including reports on WMS activity and cataloging work in Record Manager.

In order to use this functionality:

  • Your group must be set up as a WMS Group.
  • All group member institutions must be Report Designer customers.
  • Your group must designate administrators. Group report administrators will see all data for the group (e.g., Circulation Administrators will see all patron and circulation data across the group). Please confirm your WMS Group leadership is aware and accepting of this functionality.

If the above prerequisites are met and your group wishes to pursue WMS Group reporting, please contact analyticsfeedback@oclc.org. The OCLC Analytics team will be responsible for applying the necessary roles in order to allow the admin user to perform group-level reporting. OCLC Analytics will provide additional information about running these reports and understanding the output.

WMS group report administrator roles

group administrator role available universes with visible group member data
WMS_GROUP_CIRCULATION_ADMIN

Circulation Events

Circulation Fiscal Transactions

Circulation Hold Request

Circulation Item Status

Circulation Patron Information

Circulation Scheduled Items

WMS_GROUP_ACQUISITIONS_ADMIN

Acquisitions

Serials Received

WMS_GROUP_ERESOURCES_ADMIN

E-Resources

Overlap

Open a new group report

  1. In the left navigation, click Report Launch Pad.
  2. Select your group symbol from the Report Scope drop-down list and then click Continue.
  3. Click a report category folder.
  4. Double-click the name of the report you wish to run. The report will open in a new tab in the Report Launch Pad.