Account roles 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.

For each of the products below you can expand the section and review the available roles. Decide on the appropriate role for each staff member. Remember that as staff change positions, you have the option to disable an account.

For products/services not listed, contact OCLC Support.

WorldCat Discovery (for staff accounts in the Discovery interface)

Credentials for the WorldCat Discovery interface are managed in the WorldShare interface, Admin tab.

The staff features in the WorldCat Discovery interface are identical for both roles. Leave Everyone checked. Choose one of the two staff roles.

Role 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 Collection Manager and WorldShare Record Manager

 

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

Roles
Description
Everyone
  • This is the default account level
  • This check box must remain selected.
KB_ADMIN

Select for staff member users who need to:

  • Create, modify, and disable other user accounts
  • Perform all tasks in Collection Manager
  • Perform all tasks in Record Manager
    (if your institution has access)
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

Roles
Description
Everyone
  • This is the default account level
  • This check box must remain selected.
KB_ADMIN Select for staff member users who need to:
  • Create, modify, and disable other user accounts
  • Perform all tasks in Collection Manager
  • Perform all tasks in Record Manager
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.

Role Description

Everyone
 

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

WORLDSHARE_ILL_ADMIN
 

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

Please note that you also have permissions (roles) 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 online help.

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

WorldShare License Manager - coming soon

Coming soon.

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 name, registry ID and OCLC symbol
  • The product or service to which the staff member needs access
  • The staff member's:
    • First and last name
    • Desired user name (or existing WorldShare username)
    • Email address
  • Order Services will give the account an administrative role unless you specify a role with fewer permissions.

Please note for new accounts: 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 roles for 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 Collection Manager and WorldShare License Manager but your account only has WorldShare Collection Manager roles, you would see the tabs Metadata and Admin but you would NOT see Licenses.