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Configure patron-facing features for WorldCat Discovery

Course description

This course provides instruction on how to personalize the WorldCat Discovery interface and enhance the interface for your library patrons and staff. 

Upon completion of this session, learners will understand how to personalize and display links to information specific to the library’s site, such as a chat widget and a sign in screen for remote users.  Learners will be able to set display and search settings, select vocabularies for related searches, customize search filters, configure a fulfillment link and, create a custom search box to host on your library website, in library guides or other locations.  

This course is for institutions that want to add patron-specific features to their WorldCat Discovery service. Other staff members who administer online resources may find this content useful for configuring WorldCat Discovery for their institution.

Some familiarity with the WorldCat Discovery user interface is recommended. Access to the OCLC Service Configuration is strongly recommended.

Register for live, online training

Date Time Registration Link
Tuesday, August 16, 2022 2:00PM - 3:30PM Eastern Daylight Time, North America [UTC -4] Register

View a recorded session

View a recorded session (87 minutes)

Course handouts 

WorldCat Discovery configuration: Patron-facing features 




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Closed captioning is available in the US upon request with 5 business days' notice. To request closed captioning for a training session, please contact us at

Cancellation policy
In the event of low attendance, OCLC may cancel a training session. In this situation, registrants will be notified by email in advance of the session.