The WorldCat Discovery interface features course reviews the customization of your Discovery interface and the item details screen, explores how to use tools in the interface to create citations and build lists, and reviews access options for resources.
Note: This learner guide is designed to accompany the WorldCat Discovery interface features course.
Personalization of your WorldCat Discovery interface may be done by first logging into OCLC Service Configuration and navigating to WorldCat Discovery and WorldCat Local > User Interface Options. From there, you may:
For details on updating your WorldCat Discovery user interface, see: User Interface Options
Bibliographic data appears in two areas of the interface:
Note: Search relevance indicators highlight matching search terms in the result entries. If you add an index label to your search terms, the relevant subject entries will also display in the result set.
The item description is comprised of data from the MARC record. Details on the description fields may be found here: Item bibliographic data display
Configure which types of subject headings to display on the item details page. Use the Reorder Data Fields section to determine the order in which the Subject Headings display in the item detail record.
Select the checkbox next to the desired subject heading vocabularies to display in the modernized WorldCat Discovery Interface.
Note: Duplicate subject headings within a subject vocabulary are deduped.
The selected subject heading vocabularies are the promoted headings. View all subject headings by selecting the Show more drop-down at the end of the subject headings section
Customize how WorldCat data and LBD is displayed in the modernized WorldCat Discovery interface.
Drag and drop items to move fields between Promote to View and Demote from View.
Drag and drop the fields in their respective columns to reorder the field display in a way that is most appropriate for your users and your institution. Fields at the top of the column will display first.
Note: Fields that contain search terms will automatically be promoted in order for users to see where they were found.
Each data value has additional label options to change the display in WorldCat Discovery. If you have other suggestions for these fields, contact OCLC Support.
For select fields, determine whether to Display local bib data before WorldCat record data in the item detail record and determine which LBD fields to display.
Note: Use the Reset to recommended defaults button to discard all item details configurations and begin your configuration from the initial settings.
Data field | Additional label options | Local Bibliographic field/subfield | Notes |
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More Author/Title Info | Creators More Information (Author/Title) |
WorldCat Record Bibliographic Data: 245 a b f g k n p s
Local Bibliographic Data: 700 |
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Uniform Title |
WorldCat Record Bibliographic Data: 130 a d f g k l m n o p r s t 240 a d f g k l m n o p r s |
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Series | Series Name Collection |
490 a x v 800 a b c d e g k m n o p q r s t v x 810 a b c d e g k m n o p r s t v x 811 a c d e g k n o p s t v x 830 a d f g k m n o p r s t v x |
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Physical Description | Material Description | 300 a b c d e f g 3 | |
Staff View | MARC View (Employees Only) MARC Record MARC Format |
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Form of Work | 380 a | ||
Numeric Designation of Musical Work | 383 a b c | ||
Key | Musical Key | 384 a | |
Number of Musical Instruments or Voices |
If 382 field is present, data field will not display. If 382 field is not present, display: 048 a b |
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Instrumentation |
382 a b d e n p r s t v
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Musical Presentation Statement | 254 a | ||
Cast | 511 1st indicator is 1, a | ||
Performers |
511 a
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Credits | 508 a | ||
Event Notes | Event Details Event Note |
518 a d o p 3 The subfields display in the order in which they are entered into the data. |
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System Details | 538 a | ||
Computer File Characteristics | 256 a | ||
Type of computer file or data | File / data type | 516 a | |
Cartographic Mathematical Data | Scale | 255 a b c | |
Scale note for Graphical Material | Scale (graphic material) | 507 a b | |
Digital Graphic Representation | 352 a b c i q | ||
Contents | Table of Contents Contents Notes |
505 a t r g The subfields display in the order in which they are entered into the data. |
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Subjects | Subject Headings |
WorldCat Record Bibliographic Data: 600 a b c d n v x y z |
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Genre | Genres |
WorldCat Record Bibliographic Data: 655 a b v Local Bibliographic Data: 600 v |
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Notes (Local Bib Data) | [Library Name] Notes Local Notes Notes (Local) Notes (Local Data) Institution's Notes |
500 a 501 a 590 a 591 a 592 a 593 a 594 a 595 a 596 a 597 a 598 a 599 a |
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Notes (WorldCat Record) | Notes (General) Notes |
500 a 501 a |
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Bibliography | Bibliography Note | 504 a | |
Dissertation | Dissertation/Thesis Degree Dissertation Information Doctoral Thesis |
502 a b c d g o | |
Target Audience | Audience | 521 a | |
Ownership and Custodial History | 561 a 3 5
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Use and Reproduction Note | Use and Reproduction | 540 3 a b c d u | |
Restrictions on Access | Restrictions on Access | 506 a | |
Original Version | 534 c b e f t z p | ||
Related Item | 787 i t g
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Additional physical form entry | Additional Physical Form Other Format |
776 1st indicator is 0, 2nd indicator is 8, s i t w x z a |
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Uniform Title with Added Entry Relationship | Works included (Name/Uniform Titles) Secondary Uniform Title Original Title and Name Contains |
730 i, t, x Further subfields are displayed in the order listed |
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Added Entry Relationship Information | Other Version |
700 i t x a The subfields are displayed in the order listed |
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Preceding Entry |
Follows |
780 a t x
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Succeeding Entry |
Followed By |
785 a t x
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More information |
856 1st indicator is 4, 2nd indicator 1 or 2, subfields:
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Database | Source Record Source |
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Other Databases | |||
ISBN | ISBN (International Standard Book Number) | 300 a b c d e f g 3 | |
ISSN | ISSN (Internation Standard Serial Number) | 022 a 490 x 773 x 776 x |
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OCLC Number/Unique Identifier |
OCLC Number: 001 Unique identifier: If not in the 001, then 029 b, when the 029 a is the OCL |
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DOI | DOI (Digital Object Identifier) Digital Object ID |
901 b 024 |
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LCCN | LCCN (Library of Congress Control Number) | 010 a | |
Publication | Publisher Publisher Information Publication Information |
260 a b c |
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Edition | 250 a | ||
Language | 008/35-37 Language Code | ||
Variant Records | Variants | ||
WorldCat Entity |
100 1 |
By default, the WorldCat Entity field is included in the Demote from View category. | |
Includes |
Other Names |
100 a t 110 a t 111 a t 700 a g k m n o p r s t 710 a d g k m n o p r s t 711 a g k l n p s t |
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Issued with |
Issued with Entry |
777 |
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Fingerprint Identifier | 026 a b c d e 2 |
The fingerprint identifier will display in two ways in WorldCat Discovery, depending on which MARC data has been populated in the bibliographic record:
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Physical Medium |
340 a b c d e f g h j k l m n o 1 6
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Biographical or Historical Data |
545 a b u 6
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Exhibitions |
Exhibition Note |
585 a 3 5 The subfields are displayed in the order listed. |
The display of the 585 in WorldCat Discovery will include the name of the institution referenced by the valid MARC organizational code as it is stored in OCLC systems. |
After you perform a search in WorldCat Discovery, items in your search results will include icons for users to cite, share, and save a record or a list of records. The icons are available from the brief results and on the detailed record.
Icon | Allows you to: | |||
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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. The following citation styles are available:
Customize which citation styles appear as options using the Citation Style section of the Display Settings in OCLC Service Configuration. Refer to Citation Style for more information. Note: The citation function currently supports the most common material types. It is not possible to format a citation for the following material types:
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Copy Link: Copy the permalink displayed to share the link. Send Email: Choose to share a single record via email by providing up to five email addresses in the Recipients field. Provide Your Email as the sender and optionally include a Subject (up to 140 characters) and a Message (up to 500 characters). If a record is shared via email but a Subject is not entered, a default subject line is included and reads: "Library records from [yourlibrary].on.worldcat.org". The [yourlibrary] is your WorldCat Discovery URL prefix. 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. |
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Save record: Adds the record to a list. Email a list to yourself or share it with others using Saved 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. |
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:
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.
Note: You have the option to let patrons and library staff report broken links to a person or department in your library. See how to enable the "Report a broken link" form to appear next to links to your full-text resources: Enable "Report a broken link" and receive emails
Users can access the My Account screen from their WorldCat Discovery interface. Additionally, the link to My Account is as follows:
Allow users to manage personal lists and save searches by enabling end-user sign in.
All WorldCat Discovery libraries can provide sign-in capability for their users. This enables users to save searches and personal lists. Refer to:
To enable non-WMS logon options, register your library for end user logon capability. The OCLC implementation team will respond to the request and assist with configuration.
Institutions can select from the following implementation options:
Note: These logon options are not available to Group Catalogs using WorldCat Discovery.
You can access the areas of My Account using the Profile drop-down menu in the banner. Search activity The Search activity tab of My Account displays saved searches from WorldCat Discovery. WorldCat Discovery users can review and save previous searches. Searches can be re-run, shared, deleted, and saved. For more information about this functionality in WorldCat Discovery, please see Search history and save searches. View Profile Select View Profile under the your account name or navigate to the Profile tab of My Account to view notification preferences. The listed information for Email and Phone Number comes from the Library Record section of the patron's account. Library users cannot change this information and must contact the library for any necessary corrections. My Account for WorldShare Management Services libraries If you are a WorldShare Management Services library, additional features are available to library users in My Account. See WorldShare Circulation, My Account for more information. |
My Account alerts library users when their session is about to end due to inactivity. After 25 minutes, a message with a 5-minute timer is displayed. The user can choose to continue working or sign out. After 30 minutes of inactivity, the user will be automatically signed out.