I'm about to leave the library. How do I pass my OCLC permissions to someone new?
Applies to
- WorldShare Admin
- WorldShare ILL
- WorldShare Record Manager
- Connexion client
- FirstSearch
- ILLiad
Answer
Please consider updating the following areas (depending on what applies to your position/responsibilities):
- Create WorldShare accounts for anyone who needs one via the Admin tab in WorldShare, then assign the applicable roles.
- Change, add, or delete any cataloging authorization numbers. Use the Access and Authorization form.
- Reassign names of, or request new, authorization numbers (for FirstSearch, ILL, CAMIO, ECO, or Archive Grid). Please email OCLC Order services with the
- authorization number,
- the new user's work email address,
- and/or details on which permissions you want them to have.
- Update the Policies Directory Contacts list and any Constant Data if they include your personal name and address.
- For ILLiad, please see here: Appointing a new contact for ILLiad
- Reassign open service request tickets by CC'ing your colleague(s) on the ticket. Or you can send an email to OCLC Support and provide the open ticket number.
- Update contact information for OCLC account invoices and renewals. Please use the OCLC member contact form.