Reports and Report Designer account roles
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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.
Reports and Report Designer roles
- Analytics Report Scheduler
- Analytics Report Author
- Analytics Report Author Admin
Note: You can view individual standard reports (Acquisitions, Cataloging/Collection, Circulation, E-Resources, Interlibrary Loan, and Metadata) without having one of the above roles assigned. See Reports and Report Designer authorization roles for more information.
Additional Reports roles
Reports and Report Designer roles comparison
Action | Role | ||
---|---|---|---|
Analytics Report Scheduler | Analytics Report Author | Analytics Report Author Admin | |
Assign Report Author roles to other users. | x | ||
Author ad-hoc reports in the analytics environment. | x | x | |
Schedule any report. | x | x | x |
View My Files. | x | x | x |
Reports and Report Designer authorization roles
Acquisitions reports
If you have one of the roles below assigned, you can view individual Acquisitions standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Acquisitions roles.
Report | Roles | |||
---|---|---|---|---|
Acquisitions Admin | Acquisitions Reports Viewer | Acquisitions Senior Staff | Serials Admin | |
Acquisitions Dashboard | x | x | x | |
Acquisitions Data Last Refreshed | x | x | x | x |
Fund Balance | x | x | x | |
Open Encumbrances | x | x | x | |
Paid Invoice Summary Report | x | x | x | |
Paid Invoice Item Detail Report | x | x | x | |
Payment Activity by Classification | x | x | x | |
Payment Activity by Fund | x | x | x | |
Payment Activity by Location | x | x | x | |
Payment Activity by Material Format | x | x | x | |
Payment Activity by Processing Type | x | x | x | |
Payment Activity by Requestor | x | x | x | |
Payment Activity by Vendor | x | x | x | |
Receiving Activity by Location | x | x | x | |
Serials Received Summary Report | x | x | x | x |
Title Copy Detail Report | x | x | x | |
Vendor Performance | x | x |
Cataloging/Collection reports
If you have one of the roles below assigned, you can view individual Cataloging/Collection standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Record Manager roles.
Report | Roles | ||||
---|---|---|---|---|---|
Cataloging Agent | Cataloging Reports Viewer | Cataloging Full | Cataloging Admin | WorldShare Group Cataloging Admin | |
Branch Item Holdings by Material Format | x | x | x | x | |
Branch Item Holdings by Shelving Location | x | x | x | x | |
Cataloging Data Last Refreshed | x | x | x | x | |
LHR Duplicate Barcodes | x | x | x | x | |
New Titles List | x | x | x | x | |
Removed Titles List | x | x | x | x | |
Title Holdings by Material Format | x | x | x | x | |
Title Holdings by Material Format and Publish Date | x | x | x | x | |
Title Holdings by OCLC Subject Conspectus | x | x | x | x | |
Count of New and Removed Group Titles | x | ||||
Group Cataloging Data Last Refreshed | x | ||||
Title Counts for Group Catalog Report | x | ||||
Title Holdings Count by Institution | x | ||||
Titles Held by a Single Institution | x |
Circulation reports
If you have one of the roles below assigned, you can view individual Circulation standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Circulation roles.
E-Resources reports
If you have one of the roles below assigned, you can view individual E-Resources standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Collection Manager roles and License Manager roles.
Interlibrary Loan reports
Note: Only libraries using Tipasa can view Interlibrary Loan reports.
If you have one of the roles below assigned, you can view individual Interlibrary Loan standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Interlibrary Loan roles.
Reports | Role |
---|---|
WorldShare ILL Admin | |
Circulation Data Last Refreshed | x |
Document Delivery Activity Overview | x |
Document Delivery Request Detail | x |
Document Delivery Request Statistics | x |
Interlibrary Loan Data Last Refreshed | x |
Patron Counts Summary Report | x |
Patron Information Detail Report | x |
Note: In addition to viewing the standard reports above, users who have the WorldShare ILL Admin role assigned can author reports in Report Designer. |
Metadata reports
If you have one of the roles below assigned, you can view individual Metadata standard reports without having a Reports and Report Designer role assigned. For more information about these roles, see Record Manager roles.
Report | Roles | |||
---|---|---|---|---|
Cataloging Agent | Cataloging Reports Viewer | Cataloging Full | Cataloging Admin | |
Daily LHR Maintenance Summary | x | x | x | x |
Daily Record Manager Actions | x | x | x | x |
Daily WorldCat Metadata API Actions | x | x | x | x |
Monthly Local Holdings Record Maintenance Detail Report | x | x | x | x |
Monthly Local Holdings Record Maintenance Summary Report | x | x | x | x |
Monthly Record Manager Actions | x | x | x | x |
Monthly WorldCat Metadata API Actions | x | x | x | x |
Update Bulk LBD Records (Record Work Lists) | x | x | x | x |
Update Bulk LHRs (Record Work Lists) | x | x | x | x |