WorldCat Local documentation

Getting started

• OCLC Service Configuration Guide
  Configure products and services that you subscribe to on the WorldCat.org platform.
• WorldCat® Local: Service Configuration Checklist
  An overview of what information is needed to help you complete your configuration in OCLC Service Configuration.
• How to Use the OPAC Statuses, Locations, and Circulation Policies Module to Configure Fulfillment Options
  (20 minute recorded webinar)
  An overview of the OPAC Statuses, Locations, and Circulation Policies module in OCLC Service Configuration.

Batchloading records

• Batchload Solutions for Bibliographic Records Quick Reference

  Describes types of batch projects for synchronizing your library's records with WorldCat and options for ordering and for receiving output that can help you index OCLC numbers in your local system for maximum interoperability with WorldCat.

• Local Holdings Record Updating Service (LHRUS) User Guide

  Definitive information about using LHRUS as the batchload solution to keeping your local holdings records up-to-date in WorldCat.

• Order Checklist for Bibliographic Batchload

  Print and complete this checklist of order form questions before logging on to order a batchload project for bibliographic records.

• Order Checklist for LHRUS Batchload (Local Holdings Record Updating service)

  Print and complete this checklist of order form questions before logging on to order a batchload project for local holdings records.

• Send MARC Records for Batchload Using PSWeb

  Detailed instructions for sending records to OCLC for batchload via the OCLC Product Services Web.

• Send MARC Records for Batch Processing Using FTP

  Detailed instructions for sending records to OCLC for batchload via FTP (file transfer protocol).

• Send Records for Batch Processing Using Your Innovative (III) Local System

  Detailed instructions for sending records to OCLC for batchload via an FTP feature of Innovative Interfaces local systems.

• Send Non-MARC Data for Batchload via E-mail or Physical Media
  
  Instructions for sending non-MARC "patterned" bibliographic data or a simple list of numeric search keys for use in batchloading.
• Please note that accepting the Batchload Terms and Conditions (T&C) is required when you order a batchload project. Click here to preview the T&C.
• See links to all Batch Processing Documentation.

Using

• WorldCat® Local Quick Reference: Adding the WorldCat Local Search Box to Your Web Page
  Add and customize the WorldCat Local search box for your library's website.
• WorldCat® Local Quick Reference: Course Reserves in WorldCat Local
  Information on how to use Course Reserves in WorldCat Local.
• WorldCat® Local Quick Reference: Local Data for WorldCat Local
  Information on how local data displays in WorldCat Local.
• Local Data in WorldCat Local
  How WorldCat Local maps local data to OCLC MARC tags.
• Index labels and examples of an expert search in WorldCat.org and WorldCat Local
  Summary of expert searches that work in WorldCat.org and WorldCat Local.
• Index values and MARC fields in WorldCat.org and WorldCat Local
  How WorldCat.org builds index values from MARC fields to get formats/facets.
• WorldCat® Local Quick Reference: Searching, Availability and Requesting an Item
  Basic functions within WorldCat Local for libarians and library staff.
• WorldCat® Local Quick Reference: Configuring Fulfillment at Four Levels
  Configure your fulfillment options in WorldCat Local.
• WorldCat®: Creating Direct Links to Content in WorldCat.org and WorldCat Local
  Learn how to create direct links that will allow users to go directly to the library’s Advanced Search screen to search either a single database or a group of databases.
  
• WorldCat® Local: Creating Reports Using Adobe® SiteCatalyst®
  Learn how to create reports about WorldCat® Local usage using Adobe® SiteCatalyst®.