WorldCat® Discovery settings and customizations

Use the following instructions to customize WorldCat Discovery for your library. The instructions list the initial setting selections. Determine whether or not you need to modify the initial selections.

If your library is transitioning from WorldCat Local to WorldCat Discovery, see configuration settings for WorldCat Local Libraries moving to WorldCat Discovery.

Configure content and staff features

WorldCat Discovery configuration options are accessible in the administrative interface, OCLC Service Configuration. If you need help to create an account, see the tutorial Create an Account for OCLC Service Configuration.

Confirm, modify, or add institution information such as:
Initial settings: Not configured

  • IP address(es)
  • Institution name, address, and marker on the map

Expand for instructions, tutorials, and notes

Please note: You must add IP information in order to search database without a prompt to authenticate. (This is true for both on and off campus searching).

1. IP Address(es)
Sign in to OCLC Service Configuration and navigate to: IP Addresses – Manage IP addresses

Review the address(s) to ensure that they are correct. For each address or address range, make sure that:

  • your institution's FirstSearch authorization, OCLC symbol, and other information is correct
  • “WorldCat Discovery” is selected as a product

2. Institution name, address, and marker on the map
Sign in to OCLC Service Configuration and navigate to: WorldCat Registry – Name and Location

To modify the display of your institution's location, drag the marker to the location, or click Update Registry to use suggested values. Please note that your institution's address should display on the map or your holdings might not be represented correctly.

Tutorial: Configure links to your library's online catalog

Select the databases that will be available to search
Initial selection: WorldCat.org is selected 
You can:

  • Add WorldCat and other OCLC databases
  • Add non-OCLC databases 

Consider making a list of your subscription content before you complete these settings. See a list of what is in the central index.

Expand for instructions, tutorials, and notes

Sign in to OCLC Service Configuration and navigate to: Metasearch Content – Licensed Content and Databases

  • Add WorldCat (OCLC) and other OCLC Licensed Databases
  • Add non-OCLC databases based on your existing subscriptions

At a minimum, select "unlimited access databases" to ensure users see search results.

The databases you choose in this module will be available in your institution’s WorldCat Discovery list of databases linked from the Advanced Search screen. Users can add or remove the databases from searches.

Tutorial: Configure Licensed Content & Databases

Select default databases for your your search box
Initial selection for search box defaults: WorldCat.org
You can:

  • Change your default database, or
  • Create a group of databases to search by default

Expand for instructions, tutorials, and notes

Sign in to OCLC Service Configuration and navigate to: Metasearch Content – Licensed Content and Databases

Change your default database:

  • In Default Databases, choose the database you want to search by default and save your changes

Create a group of databases:

  • In Create Groups, choose a name for a group
  • Choose the databases to be included in the group
  • In Default Databases, select the database groups and save your changes

Any databases that are not selected to by searched by default are available from Advanced Search via the Add or remove databases feature. Searchers can modify the databases used in a search. They can de-select the default databases, add databases, and so forth.

Tutorial: Configure Licensed Content & Databases

Choose the default Scoping Level
Default scope: Libraries Worldwide 

  • Cataloging libraries will see their holdings first followed by the holdings of other libraries. You can:
    • Leave the setting as it is
    • Change the setting to only show results from your library by selecting Your Library as the sort order. Holdings from other libraries will not be included in the search results
  • Libraries without a cataloging subscription will see search results based on relevancy with the most relevant items first

Expand for instructions, tutorials, and notes

Sign in to OCLC Service Configuration and navigate to: My WorldCat.org – Relevancy and Scoping

Search results will display based on how you configure the settings:

Default Scoping Level

  • Libraries Worldwide (results will include both items held by your institution and items held by libraries worldwide)
  • Your Library (results are limited to items held by your institution)

Choose the default sort on search results
Default sort: Library and Relevance

  • Cataloging libraries will see their holdings first followed by libraries worldwide. You can:
    • Leave the setting as it is
    • Change the setting to pure relevance by selecting Relevance Only as the sort order
  • Libraries without a cataloging subscription will see search results based on relevancy with the most relevant items first

Expand for instructions, tutorials, and notes

Sign in to OCLC Service Configuration and navigate to: My WorldCat.org – Relevancy and Scoping

Search results will display based on how you configure the settings:

Default sort on search results
This setting defines the initial sort order for the search results list.
Users can change the sort order after a search if desired.

  • Library and Relevance (results for your institution are displayed first, followed by libraries worldwide)
  • Relevance Only (results are sorted by relevancy only, regardless of your potential holdings in WorldCat)

Confirm your library’s display name
Only relevant to libraries with cataloging subscriptions.

Expand for instructions

Sign in to OCLC Service Configuration and navigate to: My WorldCat.org – Relevancy and Scoping

Confirm or modify the name in the field "Display name"

Create staff accounts
Your library has a unique WorldCat Discovery URL. Staff members need accounts to see:

  • OCLC numbers in brief and in detailed bibliographic information
  • OCLC symbols of holding libraries
  • The button to view the master WorldCat MARC record (Libraries with cataloging subscriptions only)
  • Staff ILL button (WorldShare ILL libraries)

Your patrons do NOT need accounts to search and see results in WorldCat Discovery.

Expand for instructions, tutorials, and notes

To create staff accounts:

  • See the instructions for using the self-service OCLC Services account page. You will need your 9-digit FirstSearch authorization number

To edit roles or to manage staff accounts:

Tutorial: Create a staff account for WorldCat Discovery Services  


Need help? Contact Order Services

Note: If your library does NOT have a WorldCat Discovery URL, please see the WorldCat Discovery site, "Ordering" tab.

What's next?

Continue below to Add patron-facing features if desired, or see the quick guide to expert and advanced searching in the Discovery interface entitled Searching in WorldCat Discovery and using interface features.

 

Add patron-facing features

WorldCat Discovery configuration options are accessible in the administrative interface, OCLC Service Configuration. If you need help to create an account, see the tutorial Create an Account for OCLC Service Configuration.

Personalize your WorldCat Discovery interface
Initial setting: information in your Service Configuration User Interface Options module
You can:

  • Change or add a logo
  • Add links to your library contact information page, or links to other pages to which your patrons need access

Expand for instructions, tutorials, and notes

Sign in to OCLC Service Configuration and navigate to: My WorldCat.org – User Interface Options

  • Customize the banner (optional) section:
    • Pick a background color for your banner
    • Add your logo by adding the path to where your library stores it. You must use a secure URL (starts with https://)
  • Custom Link(s) section:
    • Add links if desired. For example, you can add links to your library contact information, your A to Z list of e-journal titles, or to a sign in screen for your users for remote access

Tutorial: Customize your user interface options

Add a link to your library’s OPAC
Initial setting: Your WorldCat Registry entry
You can:

  • Enable links so that users can go from a search result to an item record in your OPAC
  • Update or remove these links

Expand for instructions, tutorials, and notes

Sign in to OCLC Service Configuration and navigate to: WorldCat Registry – Online Catalog

Configure the settings using the instructions on the page Linking from search results to your OPAC

Tutorial: Configure links to your library’s online catalog

Add a patron-facing ILL button
Initial setting: Not configured
WorldCat Discovery supports: WorldShare ILL, Tipasa, ILLiad, and OpenURL-compliant forms (OpenURL 1.0)
You can:

  • Add a button that takes your patrons to your interlibrary loan form

(Continue to the next section to add proxy information and a prompt for remote access)

Expand for instructions, tutorials, and notes

Sign in to OCLC Service Configuration and navigate to: My WorldCat.org – Place Hold/Request Buttons

Under Resource Sharing (Any Level):

  • Change the button's hover text if desired.
  • Choose your button's configuration (either WCRS/WSILL or OpenURL 1.0)

Under For items owned by [this library]:

  • In the Display library's fulfillment button section: Choose when you would like your resources sharing button to appear (Always, Never, It depends)
  • If you choose "It depends," specify which material types will display the button

In the next section, find instructions to add proxy information and a prompt for remote access.


For detailed instructions, see: Customize your request button (.pdf)

Tutorial: Customize your ILL request button

Related documentation: Customizing your patron request form (.pdf)

Related documentation: Configure an OpenURL for Tipasa

Add proxy and a prompt for patrons' remote access options to subscription resources and ILL
Initial setting: Not configured
You can:

  • Add a custom link and proxy information

Expand for instructions, tutorials, and notes

Sign in to OCLC Service Configuration and navigate to: My WorldCat.org – User Interface Options

Under Custom link(s):

  • As one of your custom links, select the link type "remote access login" from the dropdown menu
  • Enter your proxy landing page URL: https://ezproxy.idm.oclc.org/login?url=
  • You might need to check "Append current URL to the end of this link"

When a resource it selected that requires remote authentication, patrons will see a box that says "Authentication Required" and includes a link to sign in.  

Add links to open access content
Initial setting: Not configured
You can:

  • Add links from master WorldCat records' 856 fields
  • Add links to open access content from the WorldCat knowledge base. Note: You must have at least one collection represented in WorldShare Collection Manager to select this option.

Expand for instructions, tutorials, and notes:

Add links from master WorldCat records' 856 fields

Sign in to OCLC Service Configuration and navigate to: My WorldCat.org – Links to Full Text and Open Access Links

Determine which links from master WorldCat records appear in WorldCat Discovery:

  • Links managed by the setting "Links from the Master WorldCat record 856 to Non-open access content/free content" might require payment to access content. If you wish to suppress these links, uncheck the box beside this option
  • Links managed by the setting "Links from Master WorldCat record 856 and 956 to open access content/free content" come from content that is presumed to be open access based on the domain extension (i.e. ends in .gov) or on the source (i.e. Internet Archive). Check the setting to enable the links you desire; Then, uncheck the boxes beside any link sources that you do not wish to display

Add links to open access content from the knowledge base

Note: Requires a cataloging subscription.

Part 1:  By adding collection/title metadata to your WorldCat knowledge base (in the WorldShare Collection Manager application), your searchers will see full-text links when searching in your Discovery interface.

  • If you do not have access to WorldShare Collection Manager (the Metadata tab), complete the activation request form (access is included with your cataloging subscription)
  • Sign in to the WorldShare interface and navigate to: Metadata tab – Collection Manager
    Search for a collection by name or use the filter “Contains open-access content.” Select a collection to add it to your library’s knowledge base. Once you have selected a collection, you can edit the collection details if desired

    Note: Settings for open access collections default to what most libraries prefer. The option to set holdings in WorldCat is disabled and no proxy needed.

Part 2:  After you add at least one collection in the WorldShare interface in Collection Manager, return to the settings in OCLC Service Configuration. Navigate to: My WorldCat.org – Full Text and Open Access Links

  • First, check "Links from the WorldCat knowledge base to full text content" under Detailed Record. This will automatically select the settings for links to appear on the detailed record and on the brief record on the search results page
  • Then, if for some reason you do not want the specified links in search results, adjust the Search Results setting

If you wish to, you can elevate preferred vendors so that those items appear at the top of search results.

Add links to a non-OCLC OpenURL resolver button
Initial setting: Not configured
You can:

  • Determine the item formats for which the button will appear

Expand for instructions, tutorials, and notes

Sign in to OCLC Service Configuration and navigate to: My WorldCat.org – Full Text OpenURL Resolvers (outgoing requests)

  • Select or add your OpenURL resolver
  • Add the text that will display as users hover over the button in the WorldCat Discovery interface
  • Specify the formats that will display your OpenURL resolver button (Articles, e-serials, and so forth)

Note: OCLC's link resolver references your WorldCat knowledge base (assess via WorldShare Collection Manager, Metadata tab). If you have configured your knowledge base, you do not need to configure this module.

Find information about OCLC’s link resolver.

Add a WorldCat Discovery search box to your library web pages
Initial setting: Not configured
You can:

  • Make your WorldCat Discovery site accessible to library patrons and staff

Instructions

See the examples and available parameters on the page: Searching in WorldCat Discovery and interface features.

What's next?  

See the quick guide to expert and advanced searching in the Discovery interface entitled Searching in WorldCat Discovery and using interface features.

Find the complete set of instructional materials on the documentation and training pages.