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OCLC Support

Record Manager account roles

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.

Cataloging roles

  • Cataloging Agent*
  • Cataloging BIBCO (Available following the 24 August 2019 release)
  • Cataloging Bulk Edit
  • Cataloging Export
  • Cataloging Full
  • Cataloging INST Admin
  • Cataloging Limited
  • Cataloging National**

Cataloging role comparison

Action roles
cataloging bibco CATALOGING BULK EDIT Cataloging Export Cataloging Full Cataloging INST Admin Cataloging Limited
Add new master bibliographic records to WorldCat or replace existing ones.       x x  
Apply scripts to LBD records in the record work list.   x        
Assign roles to other users. Create a user that automatically has the Everyone role assigned.         x  
Create users, regardless of module (Circ, Acq, etc.)         x  
Create BIBCO records (contain pcc in the 042 field) x          
Delete users.         x  
Enables visibility of the Metadata tab and its components (Manage Records, Manage Collections, My Apps)     x x x x
Export bibliographic records, authority records, and lists of records using WorldShare Record Manager.     x x x x
Manage LBD records in the record work list.   x        
Perform all operations, including assigning roles to users.         x  
Read information about self via WorldCat Local/Discovery.         x  
Read information about users, regardless of module (Circ, Acq, etc.)         x  
Replace BIBCO records (contain pcc in the 042 field) x          
Retrieve and view users.         x  
The security context contains all the information about a given user (especially what actions they can perform). This permission allows the user to perform actions on behalf of another user (patron).         x  
Update information about other users, regardless of module (Circ, Acq, etc.)         x  
Update information about self via WorldCat Local/Discovery.         x  
Update institution configuration information relating to authentication and authorization.         x  
Use the Forgot Password feature to get a new password.         x  
View information about a user’s accounts. In some circumstances this may include identifying information about accounts external to OCLC (e.g. where OCLC receives periodic patron updates from an external system, or where authentication is managed by an external system).         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, validation, heading control, and setting/deleting of institutional holdings       x x x
View My Library and export data.     x x x x
View the LBD tab on the Record Work Lists screen.   x        

* For use of agent operations with WorldCat Metadata API.

** Assigned to National Libraries only. Contact OCLC Support if the role needs to be assigned.

Authorities roles

  • Authorities Canadiana Names French
  • Authorities Canadiana Names French Deletes
  • Authorities Canadiana Subjects
  • Authorities Canadiana Subjects Deletes
  • Authorities LC NACO Name Authority File
  • Authorities Search Export
  • Authorities Search Export Canadiana

Authorities role comparison

 Note: Add, replace, or lock LC operations only apply to LC Name records.

All Record Manager users can perform the following actions without an assigned role:

  • Create a new authority record from the template or an existing bibliographic record
  • Derive a new authority record from an existing authority record or the search results list
  • Export a master authority record using a TCP/IP connection or by downloading the file through your browser
  • Reformat or validate a master authority record
  • Search or browse all available authority files, including the save file
  • View authority records in all available authority files
action roles
AUTHORITIES CANADIANA NAMES FRENCH AUTHORITIES CANADIANA NAMES FRENCH DELETES AUTHORITIES CANADIANA  Subjects AUTHORITIES CANADIANA    Subjects Deletes AUTHORITIES LC NACO NAME AUTHORITY FILE AUTHORITIES SEARCH EXPORT AUTHORITIES SEARCH EXPORT CANADIANA
Add Canadiana master record from save file x   x        
Add Canadiana record to authority save file and lock LC master x   x        
Add Canadiana record to master file x   x        
Add LC master record from save file         x    
Add LC record to authority save file and lock LC master         x    
Add LC record to master file         x    
Add new record to save file x x x x x x x
Add record to authority save file from any authority file x x x x x x x
Delete and supersede Canadiana record   x   x      
Delete Canadiana record   x   x      
Delete save file record x x x x x x x
Recall LC save file record for review         x x  
Release Canadiana master lock from save file record display x x x x   x x
Release LC master lock from save file record display         x x  
Replace Canadiana master record from save file x   x        
Replace existing Canadiana record x   x        
Replace existing LC authority record         x    
Replace LC master record from save file         x    
Re-save save file record x x x x x x x
Submit existing master authority record for review x x x x x x x
Submit existing save file record for review x x x x x x x
Submit new or existing master record for review without adding to save file x x x x x x x

 

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