WorldCat Local Tutorials
System requirements for these tutorials are below. The listed run times are approximations. The amount of time needed to complete a tutorial will vary with each individual.
WorldCat Local knowledge base
- How to manage your open access collections
This tutorial shows how to use OCLC Service Configuration to manage your open access collections.
Flash-based. Run time: 5 minutes - How to set your WorldCat knowledge base holdings
This tutorial shows how to use OCLC Service Configuration to set your WorldCat knowledge base holdings.
Flash-based. Run time: 5 minutes
- How to activate the WorldCat Local "View Now" link to e-resources
This tutorial shows how to use OCLC Service Configuration to activate the "View Now" link in your WorldCat Local.
Flash-based. Run time: 2.5 minutes - How to enable interlibrary loan for your WorldCat knowledge base
This tutorial shows how to use OCLC Service Configuration to switch on interlibrary loan for your WorldCat knowledge base.
Flash-based. Run time: 4 minutes
- How to activate the resource sharing link
This tutorial shows how to use the First Search Administrative module to enable the Resource Sharing link.
Flash-based. Run time: 2 minutes
Course Reserves
- What are course reserves and how do you use them?
Discover how instructors, students and library staff use course reserves. This tutorial gives an overview of course reserves and what tasks are performed by the various roles.
Flash-based. Run time: 3 minutes - Course reserves logon
Describes the different permission levels and what each level can do.
Flash-based. Run time: 2 minutes
- Find course reserves
Shows how to find course reserves. Includes how to display all of your library's course reserves and what parts of a course reserve are searched.
Flash-based. Run time: 3 minutes - Find an inactive course reserve
Shows how to find inactive course reserves. Explains why some course reserves are inactive.
Flash-based. Run time: 1 minute - Create a course reserve
Shows how to set the status of a course reserve. Explains the different statuses.
Flash-based. Run time: 2 minutes - Set the status of a course reserve
Shows how to find inactive course reserves. Explains why some course reserves are inactive.
Flash-based. Run time: 1 minute - Edit a course reserve
Shows how to edit course reserve information and save the changes.
Flash-based. Run time: 2 minutes - Duplicate a course reserve
Shows how to create a new course reserve by duplicating an existing one.
Flash-based. Run time: 2.5 minutes - Delete a course reserve
Shows how to delete course reserves.
Flash-based. Run time: 1 minute - Add items
Shows how the Course Manager and the Course Maintainer add items to course reserves.
Flash-based. Run time: 3 minutes - Create a temporary item
Shows how to create and add a temporary item to a course reserve. Explains what a temporary item is and why you may need to create one.
Flash-based. Run time: 2 minutes - Edit an item
Shows how to edit a temporary item.
Flash-based. Run time: 2 minutes - Remove items
Shows how to remove an item from a course reserve.
Flash-based. Run time: 2 minutes - Print course reserves
Shows how to print the course reserve and its items.
Flash-based. Run time: 1 minute
Searching and retrieving
- Search WorldCat Local
Shows how to do a basic keyword search and how to refine the search results. Covers the ranking of search results, the relevancy sort order and more.
Flash-based. Run time: 8 minutes - Advanced Searching
Shows how to use the Advanced Search screen. Includes command line searching, Boolean operators, wildcards, truncation and more.
Flash-based. Run time: 8 minutes (without viewing optional examples)
- Get the Item
Shows how to determine whether or not an item is available and how to obtain the item you want. Includes requesting online articles, serials and electronic resources.
Flash-based. Run time: 8 minutes
Customizing the service configuration module
- User Interface
Shows how to customize your library's WorldCat Local user interface.
Flash-based. Run time: 8 minutes - Search Results
Shows how to customize your library's WorldCat Local search results display.
Flash-based. Run time: 8 minutes
- Open URL Resolver
Shows how to specify your library's OpenURL resolvers that link your patrons to full text and your interlibrary loan service. Includes how to enter button labels and specify when the button will display.
Flash-based. Run time: 5 minutes
- Place Hold/Request Buttons
Shows how to customize the way your users secure items via WorldCat Local. Includes how to label your fulfillment button and specify when it will display.
Flash-based. Run time: 3 minutes
- Holding Codes Translation Table
Shows how to set your library's Local Holdings Record option and configure a table to display location names you want your WorldCat Local users to see.
Flash-based. Run time: 10 minutes
- Licensed Content and Databases
Shows how to configure WorldCat Local to enable access to both OCLC content and content from other database providers.
Flash-based. Run time: 12 minutes
View the tutorial
- ILS Support and Maintenance
Shows how to specify an email address for user feedback, list system hours and contact information.
Flash-based. Run time: 5 minutes
- Customizing the Search box
Shows how to create your library's WorldCat Local search box. Includes how to select layout options, preview your work and generate the HTML code.
Flash-based. Run time: 5 minutes
How it works
- WorldCat Local Interoperability
Shows how WorldCat Local Interoperates with your local catalog to retrieve real-time availability information.
Flash-based. Run time: 5 minutesView the tutorial or see the PDF version (1 page)
System requirements for Flash-based tutorials:
- Adobe Flash Player.
- Best viewed in 1024x768 screen resolution.
- Microsoft® Internet Explorer 5.5 or higher.
- Firefox 1.x or higher.
- For other browsers, check the list of system requirements on the Adobe Web site at http://www.adobe.com/products/flash/systemreqs/