WorldCat Discovery settings: Customize your interface and searchable content

Follow the instructions on this page to personalize your WorldCat Discovery interface and enable searchable content. Print this page by clicking the print icon in the top right corner and use it as a checklist to track your progress.
Please note: Depending on your library’s other products and services associated with your Registry ID, you may have already configured some settings. Changing a setting will update your other services that reference this Registry ID. See the full Service Configuration guide for help with settings for your other OCLC services.

Find office hours and getting started information on the support home page.

OCLC Service Configuration:
https://www.worldcat.org/config

Basic configuration (20 minutes)

Complete these tasks to personalize your WorldCat Discovery interface and search experience.

  Notes   Complete?
Add your logo and colors

Log into OCLC Service Configuration and navigate to: My WorldCat.org – User Interface Options

  • From the Customize the Banner section, add a link to your library’s logo and personalize by adding a background color and accompanying text.
  • From the Custom Link(s) section, add up to 7 custom links to appear in the banner.
  • To allow remote access outside your IP address, add your remote access page as one of your custom links and choose "remote access login" as the link type.
  • From the Customize links and buttons section, adjust the colors of the buttons and links.

Tutorial: Customize your user interface

You must use a secure URL (starts with https://) to link to your logo.  
Manage links to content from master WorldCat records

Log into 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 the WorldCat Discovery action panel by checkmarking the boxes beside the various link types:

  • Links managed by the setting "Links from the Master WorldCat record 856 to Non-open access content/free content” may require payment to access content. If you wish to suppress these links, uncheck the box beside this option.
  • If desired, enable links to content presumed to be open access based on the domain extension (i.e. ends in .gov) or on the source (i.e. Internet Archive) by checking "Links from Master WorldCat record 856 and 956 to open access content/free content." Next, uncheck the boxes beside any link sources that you do not wish to display.
Coming soon.  
Set up searchable content and databases

Note: All libraries should ensure that "unlimited access databases" is selected and add and save the selection if it is not already selected. See the first bullet below.

Add OCLC Licensed Databases as search options and then add non-OCLC subscription databases from OCLC’s central index so those resources are available for end-user searching. Consider making a list of your subscription content before you open the Metasearch Content module.

Log into OCLC Service Configuration and navigate to: Metasearch Content – Licensed Content and Databases

  • Add WorldCat (OCLC) - OCLC Licensed Databases
    Your OCLC databases might already be enabled as search options. If these are already selected, you do not need to make changes to the selection. If there are no selections, select "unlimited access databases" to ensure users see search results and then click Save.
  • Add non-OCLC subscription databases from OCLC's central index
    Create a more robust set of results by integrating content from non-OCLC providers who have contributed content to the central index. Select databases based on your existing subscriptions.

Databases you select by checkmarking the box beside the database name will appear in the right-hand column of the module. Once you save your changes, these databases will appear in your institution’s WorldCat Discovery interface when a searcher selects Advanced Search. Searchers will be able to checkmark the database(s) they wish to search from the Advanced Search option.

Tutorial: Configure licensed content and databases

See a list of what is in the central index to help you with these settings.  
Create a group of databases for use in default searching

A database group may be used as a default search from the WorldCat Discovery search box.

Log into OCLC Service Configuration and navigate to: Metasearch Content – Licensed Content and Databases:

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

In Advanced Search, a searcher can see what databases are searched by default, alter them as appropriate for their search, and restore the defaults as desired. For more information, see the documentation on Maximizing WorldCat Discovery interface features.

Tutorial: Configure licensed content and databases

Groups you configure now will not yet show in the interface.

 
Review your library's information in the WorldCat Registry & configure deep OPAC links

Review your library’s information on the registry web site. Information in your registry profile is used by various OCLC products and services. Update your information if needed by logging into OCLC Service Configuration and navigating to WorldCat Registry:

  • Name and Location module: Verify, correct or add information.
  • Map module: If your institution information is missing or incorrect, select an address to use. Failure to do so may result in your holdings not appearing. Either drag the red marker to specify your institution's location or click Update Registry to use suggested values. You can set a different location for each address you have set in the WorldCat Registry. When you are finished, click Save.
  • Online Catalog module: Use this screen to configure deep OPAC link(s) to connect searchers to your OPAC. Follow the instructions on the Configuring deep link(s) to your OPAC web page.

Tutorial: Configure links to your library's online catalog

If you completed this step as part of your preparation for WorldCat Discovery, you do not need to do it again.  
Manage IP address

Manage your IP address information to ensure that your patrons can access subscription content. Log into 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 and that the product selected is “WorldCat Discovery.” Find detailed instructions in the OCLC Service Configuration guide.

Tutorial: Manage your library's IP addresses

   
Use OCLC's HTML to add a search box to your website Modify code provided by OCLC to add a WorldCat Discovery search box to your site.

 

 

Additional options (20 minutes)

Complete the tasks below to add OpenURL and resource sharing options and links to open access collections.

  Notes Complete?
Specify the Full Text OpenURL resolver that will display for outgoing requests

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

  • Select your OpenURL resolver or add it.
  • Add the text that will display as a user mouses over the button in your WorldCat Discovery interface.
  • Specify the formats that should display your OpenURL resolver button, such as articles, e-serials, etc.

Find information about OCLC’s link resolver. The OCLC link resolver references your WorldCat knowledge base.
If you have configured your knowledge base, you do not need to configure this module.

   
Configure your resource sharing button

These settings apply to libraries using WorldShare ILL or WorldCat Resource Sharing, or an OpenURL 1.0 based solution.

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

Skip the sections on place hold buttons. See the relevant settings for the resource sharing button in the detailed instructions.

Tutorial: Customize your ILL request button

WorldCat Discovery does not yet support the use of WorldCat Navigator.  
Request access to the WorldCat knowledge base By profiling your collection/title metadata in the WorldCat knowledge base, your searchers will see instantly if an item returned from a WorldCat Discovery search is available in full-text. If you do not have access to the WorldCat knowledge base (WorldShare interface, Metadata tab) complete the activation request form if desired. Access is included with your cataloging subscription. Allow time to receive your account information.  
Add a collection to your knowledge base and enable access links for WorldCat Discovery

View the list of collections in the knowledge base. If your time is limited, choose an open access collection as it will not require library-specific settings.

   

Under the Add collections to your knowledge base section of the knowledge base documentation page, find instructions on how to add a subscription e-book or serial collection through the WorldShare interface, an open access collection, and how to a Demand Driven Acquisition (DDA) collection.

After you add at least one collection to your knowledge base, review settings:

  • In the WorldShare interface choose your desired settings for your proxy, to maintain holdings in WorldCat, and so forth, as detailed on the documentation page. If your collection is open access, you can skip this step; settings for maintaining holdings are disabled by default for open access collections.
  • In Service Configuration, enable full-text links for WorldCat Discovery. Navigate to the My WorldCat.org - Full Text and Open Access Links screen.
    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. If for some reason you do not want links in search results, adjust the Search Results setting.  

Tutorial: Enable links to full text access

Please see the WorldShare Metadata Collection Manager pages if you are interested in receiving WorldCat MARC records for collections in your knowledge base.

Links will appear in less than 24 hours.

Setting holdings in WorldCat has a longer delay.

 

Maximize the benefits of WorldCat Discovery

Show links to full text from your subscription e-resources in WorldCat Discovery

Above are instructions for requesting and for adding a collection to your WorldCat knowledge base. Continue to build your knowledge base to represent all of your electronic materials. See the knowledge base documentation page for detailed instructions on how to add collections, maintain holdings in WorldCat, and configure settings and lending instructions.

If you need help, contact OCLC Support or call into WorldCat knowledge base office hours.

Expand the visibility of your resources across the web with the included inbound link resolver and A to Z list

Connect your searchers to your resources even when they don't start at your library with OCLC’s link resolver.

Instructions to send knowledge base holdings to Google Scholar are available on the knowledge base documentation page.

Display local bibliographic data

Display local bibliographic data by doing a batchload project. Patrons will see your locally-cataloged bibliographic information: notes, genres, subjects, and so forth along with bibliographic data from the Master WorldCat record.

Include digital collections with CONTENTdm "quick start"

Include digital collections with CONTENTdm "quick start" which includes use of the hosted CONTENTdm software. Learn more on the CONTENTdm "quick start" Web page.

Develop web applications and share solutions with WorldCat API

Developers at libraries can use the WorldCat Application Programming Interface (WorldCat API) to create add-on functionality, solutions to streamline library workflows, or integrate WorldCat data with other library or partner built (non-OCLC) applications.

 

Enhance your WorldCat Discovery experience (available after July 2014)

Fee-based options such as real-time availability status, course reserves, remote database search, and traffic and usage reports are available to tailor your experience. See the WorldCat Discovery product and services page for more information including how to order.