Introduction to WorldShare Reports for WMS users

Overview

This page serves as an introductory resource for WorldShare Reports, providing essential documentation and training materials. It is intended for users who are:

• New to using WorldShare Reports
• Returning to WorldShare Reports and looking to review key workflows and functions

This resource is designed to help you get started and build a solid foundation for using WorldShare Reports effectively. On this page, you will find

• Information about roles assigned to WorldShare Reports users
• Additional resources to help you explore WorldShare Reports when ready

Roles

The roles assigned to your WorldShare account determine your access level and the actions you can take. The main product roles are described below.

For library admin: To manage roles, see WorldShare Admin > User Management.

For library staff: If you are unsure which roles are assigned to your account, ask an admin user at your library. If your institution does not have an admin user, please contact OCLC Support.

To view full descriptions and comparisons of all roles, see Reports and Report Designer account roles.

Available standard reports

WorldShare Reports provides standard reports to monitor your institution's activity in the following areas: Acquisitions, Cataloging/Collection, Circulation, E-Resources, Interlibrary Loan, and Metadata. For detailed report overviews, see Available standard reports.

Community Center

Current WorldShare Reports product users are encouraged to join the OCLC Community Center to connect with peers and OCLC staff on product workflows, attend webinars, and provide feedback on the product. For more information, see OCLC Community Center: WorldShare Reports community.

Training

OCLC offers recorded classes and videos on WorldShare Reports. See WorldShare Reports training.

Next steps