Account authorizations for the WorldShare® interface

Staff members with administrative privileges for a WorldShare product/service can create new staff accounts for that product/service** in the WorldShare interface. OCLC recommends that each staff member use an individual account.

Review the authorization levels below. Decide on the appropriate authorizations for each staff member. Remember that as staff change positions, you have the option to disable an account. For products/services not listed, please contact OCLC Support or Order Services.

Please click to expand authorization details:

WorldCat Discovery (for staff accounts)

The staff features in the WorldCat Discovery interface are identical for both authorization levels.

Leave "Everyone" checked. Choose one of the two staff roles.

Authorization level Description

Everyone
 

  • This check box must remain selected

WC Discovery Admin
 

  • Choose this privilege for staff that needs to be able to administer staff accounts. The user will be able to create, modify, and disable accounts

WorldCat Discovery Staff
 

  • Choose this privilege for staff that does not need to manage staff accounts

WorldShare Metadata (Collection Manager/knowledge base, and Record Manager)

 

Collection Manager (and knowledge base functions)
If you have the Metadata tab, the Collection Manager authorizations are relevant to your library.

Authorization level
Description
Everyone
  • This is the default account level
  • This check box must remain selected. If it is not selected, the system generates an error when an administrator attempts to set or reset a password for the user
KB_ADMIN

Select for staff member users who need to manage user accounts, including these tasks:

  • Create user accounts
  • Modify user accounts
  • Disable user accounts

If you select this option, the permissions allowed for the  KB_SUPERVISOR and KB_STAFF authorizations are also included.

KB_SUPERVISOR

Select for staff member users who:

  • Perform tasks in the knowledge base, Collection Manager, or MARC record settings
  • Do not need to manage staff accounts
KB_STAFF

Select for staff members who:

  • Need read-only access
  • Do not need to perform tasks in the knowledge base, Collection Manager, or MARC record settings
  • Do not need to manage staff accounts

Record Manager
If your library also has Record Manager (or is a WorldShare Management Services library), the Record Manager authorizations are relevant to you as well.

Authorization level
Description
(See above) "Everyone" and a Collection Manager authorization from above are needed. Choose an additional authorization.
Cataloging INST Admin

Select for staff member users who need to manage user accounts, including these tasks:

  • Create user accounts
  • Modify user accounts
  • Disable user accounts

If you select this option, the permissions allowed for the Cataloging Full authorization is also included.

Cataloging Full

Select for staff member users who:

  • Perform tasks in Record Manager
  • Do not need to manage staff accounts

WorldShare Interlibrary Loan

There are two different methods for creating accounts (creating an OCLC Services account and creating/managing accounts using "Admin" in the WorldShare interface). For detailed instructions, visit the "Getting started" materials such as:


Leave "Everyone" checked. Choose one of the two staff roles.

Authorization level Description

Everyone
 

This is the default account level, but does not allow access to WorldShare Interlibrary Loan.
Note:  This check box should remain checked.

WORLDSHARE_ILL_ADMIN
 

  • This type of account is designed for library staff members who are responsible for creating or modifying other staff accounts for WorldShare Interlibrary Loan.
  • If you select this option, the permissions allowed for WorldShare_ILL_User are also included.

WORLDSHARE_ILL_USER
 

  • This type of account is designed for most library staff using WorldShare Interlibrary Loan.

Please note that you also have accounts for the OCLC Service Configuration interface.  

WorldShare Management Services libraries

For more information, visit the WorldShare Management Services (WMS) User Support Center (password required). Navigate to the Documentation page and under "Admin," see the Roles and Permissions document.

Consider contacting your WMS Implementation Manager at WMSimp@oclc.org

Contact OCLC Order Services

OCLC Order Services can create additional staff accounts for you if needed. Email orders@oclc.org and include:

  • Your organization's Registry ID and OCLC Symbol (or your WorldShare URL)
  • The product(s)/service(s) in WorldShare to which the staff member needs access
  • The staff member's:
    • First and last name
    • Desired user name
    • Email address
  • Order Services will give the account administrative authorizations unless you specify an authorization level with lesser permissions.

Please note! Make sure your staff member has his/her user name. He/she will get an email asking him/her to create a password by visiting your library's WorldShare URL and clicking "Set/reset password."

**Depending on the authorizations on your account, you will see all or some of the WorldShare products/services to which your library subscribes. The tabs available on the WorldShare Platform are: Metadata, Acquisitions, Licenses, Circulation, Interlibrary Loan, Analytics, and Admin. If your library has WorldShare Metadata  and WorldShare License Manager but your account only has WorldShare Metadata authorizations, you would see the tabs "Metadata" and "Admin" but you would NOT see "Licenses."