Record Manager Fundamentals account roles
Learn about the roles available for managing accounts in WorldShare Record Manager Fundamentals.
Note: If you are a WMS library or using full WorldShare Record Manager, please see Record Manager account roles.
Record Manager Fundamentals roles
- Fundamentals Admin
- Fundamentals Record Manager Basic*
- Fundamentals Record Manager Supervisor
- Fundamentals Record Manager Simplified*
- Fundamentals Reports Viewer
* Should not be combined with any other roles. Only assign the Fundamentals Record Manager Simplified or Fundamentals Record Manager Basic roles to users that should be limited to the simplified functionality.
Record Manager Fundamentals role comparison
| Action | Roles | ||||
|---|---|---|---|---|---|
| Fundamentals Admin | Fundamentals Record Manager Basic | Fundamentals Record Manager Supervisor | Fundamentals Record Manager Simplified | Fundamentals Reports Viewer | |
| Add new WorldCat bibliographic records to WorldCat or replace existing ones. | x | x | |||
| Create and print labels. | x | x | x | ||
| Create, delete and assign roles to other users. | x | ||||
| Export bibliographic records. | x | x | x | ||
| Read Only view of 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 holdings. | x | x | x | ||
| Set holdings only. | x | ||||
| View Cataloging reports from the Analytics module. | x | x | x | ||
| View and interact with a broad range of data and record types. Includes display of holdings information, search and display of records, viewing, adding and replacing of Local Holdings Records (LHRs), viewing, adding and replacing of records in the online save file and validation. | x | x | |||
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.