Caution: The ILL Partner role is intended to be applied only to off-system user accounts to allow access to the Lender's Off-System Request Form. The ILL Partner role should only be applied by an ILL Admin for this purpose, and should not be combined with Admin or User accounts. For more information, see Off-system lending by request form.
| Action | Roles | |||
|---|---|---|---|---|
| WorldShare ILL Admin | WorldShare ILL User | WorldShare ILL Group Admin | WorldShare ILL Partner | |
| Assign roles to other users. Create a user that automatically has the Everyone role assigned. | x | |||
| View, author, and run ad-hoc reports in the analytics environment. (Tipasa only) | x | |||
| Author ad-hoc reports in the analytics environment for data across group member institutions. (Must have both WorldShare ILL Admin and WorldShare ILL Group Admin assigned). | x | |||
| Can use OCLC Service Configuration. | x | |||
| Create users, regardless of module (Circ, Acq, etc.) | x | |||
| Delete users. | x | |||
| Perform all operations, including assigning roles to users. | x | |||
| Place requests using the Lender's Off-System Request Form. | x | |||
| Read information about users, regardless of module (Circ, Acq, etc.) | 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 institution configuration information relating to authentication and authorization. | x | |||
| Use the Forgot Password feature to get a new password. | x | x | ||
| View copy and item-level holdings for their institution in WorldCat. | x | 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 export My Library reports under Analytics > Collection Evaluation. | x | x | ||
| If using WorldCat Discovery, create requests for patrons using the Staff ILL Request button in the item detail view of the WorldCat Discovery interface. | x | x | ||
| If patron approval is turned on in OCLC Service Configuration, manually approve newly registered interlibrary loan patrons. (Tipasa only) | x | |||
| Access the My Account section of the OCLC Service Configuration. See OCLC Service Configuration roles for more information. | x | |||
See Reports and Report Designer roles for a list of available standard reports and associated roles.