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Fulfillment and discovery options

Find information about fulfillment and discovery options in the WorldCat Discovery interface.

The item detail page shows fulfillment and discovery options, as well as bibliographic information for the selected search result. For more information about the bibliographic information on the item detail screen, see Item bibliographic data display.

Access Options

The Access Options panel looks at all access options and presents the user with the best digital and physical access option for the item.  This allows the user to quickly identify the best options available to them for obtaining the item.

To customize the Access Options text in the fulfillment panel in the WorldCat Discovery interface, see Item Detail Settings. Choose a display label of up to 25 characters to fit the needs of your institution or leave the default text of Access Options as the display. 

The user selects the electronic access button or the physical access button configured in the Place Hold/Request Buttons module of the OCLC Service Configuration.  The user is then redirected to the resource or completes the local or group place hold form or the configured interlibrary loan form.  

The Access Options panel:

  • Checks local and group circulation holdings and availability and then displays the appropriate access option.
  • Connects the user to the appropriate request form, either the local or group place hold form or the interlibrary loan form.
  • Pulls together edition availability to show access options for the edition group.

The best electronic access option displays first, followed by the holding statement and Place Hold or ILL Request button for the best physical access option. 

For records with multiple parts, volumes, or issues, the Access Options panel displays a unique holdings summary when they have been entered in Connexion Connexion or WorldShare Record Manager individually or by data loads, or built using the automated holdings summary feature in WorldShare Record Manager to describe the contents of the local holdings record(s).  

  • If the holdings summary exceeds one line users will see a truncated display followed by an ellipsis. 

If the Promote a single location setting is enabled in the Search Results Setting accordion of the OCLC Service Configuration > WorldCat Discovery and WorldCat Local > Search Settings module, a single location will display in the Access Options panel.

  • When the setting is enabled (default), the interface displays the first available item.
  • When this setting is disabled, users will always see the availability summary when items exist at more than one location held by their local institution.
    • If there is only one location present for the record, the interface will display that location’s first available item rather than a summary in order to show the item is only available at that single location. 

WCD_modernized_access_options.png

Additional access options, which are not highlighted in the Access Options panel are available in the item detail record.

 Note: Members of a group catalog can use the View details link on the Access Options panel to view the group holdings display on the Item Details page. The View details link appears below the group holdings statement or availability display when there is no ILL or Place Hold request button configured, although an e-link or OpenURL resolver button may be present.

To disable best access options in your institution's WorldCat Discovery, contact OCLC Support.  

Physical item access options

Physical access options depend on configurations in the Place Hold/Request buttons module and the OPAC Statuses, Locations, and Circulations policies modules of the OCLC Service Configuration.

In general, the Access Options panel will look at all fulfillment options available for a given record and will select the options to highlight to the user based on the lowest holding level that is available and has a fulfillment action configured to display.  If no fulfillment option is available, holdings statements for a record will display. 

The precise priority logic is outlined in the following table:
 
Priority Level Availability status/Holding status Level Button Display
1 Level 1 Item available With level 1 button
2 Level 1 Item available No level 1 button
3 Level 1 Holding display / No availability information With level 1 button
4 Level 2 Item available With level 2 button
5 Level 2 Holding display / No availability information With level 2 button
6 Level 3 Item available With level 3 button
7 Level 3 Holding display / No availability information With level 3 button
8 Level 4 Holding display / No availability information With level 4 button
9 Level 1 Item not available With level 1 button
10 Level 3 Item not available With level 2 button
11 Level 3 Item not available With level 3 button
12 Level 2 Item available No level 2 button
13 Level 3 Item available No level 3 button
14 Level 1 Holding display / No availability information No level 1 button
15 Level 1  Item not available No level 1 button
16 Level 2 Holding display / No availability information No level 2 button
17 Level 2 Item not available No level 2 button
18 Level 3 Holding display / No availability information No level 3 button
19 Level 3 Item not available No level 3 button
20 Level 4 Holding display / No availability information No level 4 button

Electronic access options

The Access Options panel will compare all electronic access options that display on an item record and choose the best option to highlight to the user. If you have configured an outgoing OpenURL resolver in the Full Text and OpenURL Resolvers (outgoing requests) module of the OCLC Service Configuration and have primary electronic links, the Access Options panel will favor the display of the primary electronic links. The outgoing OpenURL links will display under the availability section of the item details.

  • Primary Elinks: Any links found in the Full Text and Open Access Links module of the OCLC Service Configuration.
  • Outgoing OpenURL (Check eResource): A third party openURL, such as EBSCO SFX or ProQuest 360

Local Holdings Available

After the item bibliographic record information, the Holdings summary indicates the Local Holdings Records and availability information for the item.

Each available location can be expanded using the drop-down indicator next to the location name. The holdings information includes and can be sorted by:

  • Shelving Location
  • Call Number
  • Status

To set the default sort option, see Item Detail Settings.

Features of the availability display

  1. Users can search within the availability table to locate and view the entries for certain volumes, years, or copies. A search box at the top of the availability table allows users to search across the data displayed in the shelving location, call number, and status columns of the table, including volume/issue numbers and dates. 
  2. Notes contained in the LHR will display with the appropriate record.
    1. Note display information within the availability table - Table:

      Notes

      Display column

      Display details

      Source

      Shelving location note

      Shelving Location 

      On all items for that shelving location

      OCLC Service Configuration > WorldCat Discovery and WorldCat Local > Holding Codes & Shelving Location Messages

      LHR level notes

      Call Number 

      On all items in the LHR 

      852 $z

      LHR item-level notes

      Call Number 

      On single item

      876/877/878 $z 

      LHR item structure holding notes

      Call Number 

      On all items in the LHR 

      863/864/865 $z

      LHR item unstructured holding notes

      Call Number 

      On all items in the LHR 

      866/867/868 $z

      LHR item level note 2nd LHR

      Call Number 

      On all items in the LHR 

      562 $a

      Retention notes (shared print)

      Call Number 

      On all items in the LHR 

      583 $a

  3. If there are additional records for a particular location, use the Results per Page drop-down to alter how many records appear for the location.  Use the pagination buttons to scroll through additional records.

Discovery_availability_search_notes_results.png

Other Availability & Holdings

Select Other Libraries Worldwide to view a drawer containing additional libraries near your location who hold this item.

  • View Catalog will open the library's catalog information for the item.

  • Select the distance indicator link to view a map of the library's location and is calculated from your library's default location.

WCD_modernized_other_libraries_worldwide.png

 Note: For Group Catalog item availability and holding details, select the Search Within drop-down to specify the desired libraries in the group catalog scope. The availability information will display per that specification.

Group Catalog image:
WCD_group_catalog_other_availability_and_holdings.png

Access Online

Primary access online links are grouped together as the most likely to resolve to full-text content. On the detailed view, these links appear in the Access Online section and in the Access Options Panel. 

WCD_modernized_Access_Online.png WCD_modernized_Access_Online_fulfillment_panel.png

The links within Access Online determine the button that appears in the search results. If there are no primary links, there will be no full-text button in the search results.

The links used as the full-text button are determined based on the following order:

  1. WorldCat knowledge base links
    • Notes or license terms for a title or collection from the WorldCat knowledge base will display under the link provided and will be collapsed by default. Select Notes & License Terms to expand the tray that displays the terms provided. 
  2. Local Holdings Record links
  3. OPAC links
  4. Open Access MARC 856 and 956 links

Full-text link display names

The display text of full-text links / buttons changes based on the source and format of the full-text item:  

Source Display text of link / button
WorldCat knowledge base

Depending on the format type of the record in WorldCat Discovery:

Format Display
eBook/Print Book View eBook
eJournal/Print Journal Access Journal
Article View full text
Audiobook/Audio CD Listen to audio
Video/Misc. View Now

 

Local Holdings Records Access Online
OPAC Access Online
Open Access MARC 856 and 956 links Access Online

Browse the shelf

Browse the Shelf is available for WorldShare Management Services institutions with Local Holdings Records in their collection. See Browse the Shelf for more information.

Explore Editions and Formats

Select the Explore Editions and Formats sections on the item detail page to view a list of additional editions and formats for the item.  Use the available filters to narrow the results.  

  • This section shows the Edition, Format, Year, Language, and Library. The currently selected search result is highlighted amongst the additional results.
  • Select the title hyperlink or the cover art to be taken to the item detail page for the record.
  • Determine the number of records to display and use the pagination to view more items.

WCD_modernize_Explore_Editions_Formats.png