WorldCat Discovery rollout plan

☐ Attend WorldCat Discovery implementation sessions

☐ Review WorldCat Discovery self-paced training

• These training materials provide instructions on configuring your Discovery interface

☐ Assign WorldCat Discovery account roles

☐ Configure content and staff features

• ☐ Choose the default scoping level
• ☐ Choose the default sort on search results
• ☐ Configure the display of full-text links
• ☐ Configure licensed content and databases
• ☐ Review and update your IP addresses, including your EZproxy IP address

☐ Configure patron-facing features

• ☐ Set up your logo image
• ☐ Set up your custom links
  • ☐ Use custom link 1 to set up your chat widget
  • ☐ Use any custom link to set up your EZproxy / remote access login

☐ Set up the Advanced Search screen

☐ Configure WorldCat Discovery Search Settings

• ☐ Configure Search Defaults
• ☐ Configure Search Expansion Settings
• ☐ Configure Search Filters Settings
• ☐ Configure Alternative Subject Headings
• ☐ Configure Place Hold/Request Buttons

☐ Use the Search Box Generator to design a Discovery search box

☐ Join the discussion in the WorldCat Discovery Community Center

☐ Continue to review WorldCat Discovery release notes