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Share records and create citations

Cite, share and save

After you perform a search in WorldCat Discovery, items in your search results will include icons for users to quickly add records to a list, email a record or a list of records, copy a record link, or export a citation. The icons are available from the brief results, the action panel, and on the detailed record (mobile view).

 Note: The sharing icon is available when users view the page showing a list they have created. The option to email a record is not available on the MARC record.

Icon Allows you to:
Cite icon  
  • Format a citation: Generate and copy a citation in ACS, AMA, APA, ASA, Bluebook, Chicago, CSE, Harvard, MLA or Turabian style.
  • Export a citation: Cite the record using EndNote, RefWorks or RIS.

 Note: The citation may include missing data that you will need to manually add to the citation. Missing information is indicated in capital letters.

Copying and pasting may result in the loss of formatting.

Link icon  Share record link: Opens a pop-up window with the permalink displayed. Copy and share the link.
Email icon  

Email record: Choose Email to share a single record by providing up to five email addresses, a message subject and message (up to 500 characters). Note that you also have the option to add a record to a list and email the list to up to five recipients at the end of your session using My Items or My Personal List.

Each record shared via email will contain the following information, if available:

  • Title
  • Author
  • Format
  • Publication date
  • Peer-review indicator
  • Source
  • OCLC number
  • Database name
  • Item "held by" information

Note: When users view an emailed list, records appear in the order displayed in the search results/database. Thus, results might not display in the order that matches the sequence with which users added them to a list.

Save icon Save record: Adds the record to a list. Email a list to yourself or share it with others using My Items. Records added to a list are stored temporarily for the session until the session times out. For more information, see My Items and My Personal Lists.

Watch a video

Share items from search results in WorldCat Discovery (7:34)

This video demonstrates how to share items from search results in WorldCat Discovery.

 

My Items and My Personal Lists

Users can save up to 100 records in a list by clicking on the Save icon that appears next to the item. When users reach the limit, the interface displays text as a warning message: "Your list is full. Please remove records from your list or clear your list to add more records." Users can close the message and continue to search; However, they will not be able to add another record to the list until one or more records are removed.

Users can remove one record at a time by using the icon beside each record. Users can delete all records in the list by clicking Select All, then clicking the Delete icon. Privacy notice: If you are using a public computer and you leave the terminal, your list will be visible to others until the session times out.

To create and save a personal list:

  1. Search for the items you would like to include in a list. 
  2. Click the Save icon to add the citation to the list.
  3. When finished, click My Items in the upper right corner to display the list.
  4. Click on the Create List icon.
  5. Provide a List Name (required) and List Description (optional).
  6. Select a Privacy preference.
    • Shared: a permalink is generated for others to view, site and share the list. Changes to the list are updated in realtime after the page is refreshed.
    • Private: the default value, no permalink is created and the list is only visible to its creator.
    This option can be changed after the list has been saved. If a Shared list is changed to Private, the list content automatically becomes inaccessible to anyone with the original permalink.
  7. Click Save.

To import lists from WorldCat Local or WorldCat.org to WorldCat Discovery:

  1. Use your WorldCat credentials to log in to your existing account.
  2. Click a list name to view its details.
  3. Click the Export to CSV link.
  4. Save the file where you can find it later.
  5. Go to WorldCat Discovery and use your staff account to log on.
  6. Click your account name to display a drop down list and select Import My list.
  7. Provide a List Name (required) and List Description (optional).
  8. Click Browse to locate the file to be imported.
  9. Once the file is displayed, click Import List to begin the import process.
  10. Click Save.
  11. The list will be added to My Personal Lists. To view your lists, click on your library drop-down menu in the upper right corner and select My Personal Lists.

Email item(s) from My Items or My Personal Lists:

  1. Go to the list or saved item you want to share. 
  2. Click the Email icon. An Email List window appears.
  3. Enter up to five email addresses, separated by commas in the Email Address(es) field.
  4. Provide a Subject and (optional) Message (limit 500 characters).
  5. Click Send Email or Send List. Your items or list will be sent.

Cite multiple items from My Items or My Personal Lists:

  1. Go to the list containing items you want to cite.
  2. Click the check box next to the items you want to create citations for or check the Select All box.
  3. Click the Cite icon. A Cite List window appears.
  4. Select the citation style. The citations appear in a Copy & Paste box.
  5. Export the citations by clicking on one of the Export options or copy and paste them from the text box.

To move items from My Personal Lists or My Items to a Personal List:

  1. Go to the list containing items you want to move.
  2. Click the check box next to the items you want to move, or select all by checking the Select All box.
  3. Click the Move icon.
  4. A Move Records window opens. Select the list to which you want to move the items.
  5. Click Select List.

To clear entries from your temporary list:

  1. Select individual items to be removed from the list or click the box to Select All.
  2. Click the Delete icon.
  3. A message opens to confirm this action.
  4. Click Delete Records to continue or Cancel to return to the list.

Library staff has the option to sign in to the WorldCat Discovery interface to use features that are not available to patrons. One of the features is the ability to create and save personal lists from WorldCat.org. Details about the staff view including how to create an account are outlined below. Once a staff account is created and used to log on, follow these steps to create and save a personal list or to import a list from WorldCat.org.

Watch a video

Create personal lists in WorldCat Discovery Services (6:28)

This video demonstrates how to build and manage personal lists in WorldCat Discovery Services.