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User Interface Options

Use this screen to update your banner, custom links and display settings. Indicate if and where you would like to change the default settings. Guidelines for formatting are provided where necessary.

After making changes to the sections described below, click Cancel to start over, or Save Changes to save and continue.

Your URL

Review your URL. If it is acceptable as is, go on to Customize the banner (optional). If you would like to change the URL, send a request (include your institution's registry ID) to

  • WorldCat Local Redirect: Check this box to automatically redirect users to your WorldCat Local when they go to a record on
    •  Note: Users must be IP authenticated to your institution.
  • Institution Name: This name will appear in the "Libraries that own this item" line on the search results, in scoping drop-downs, and in the detailed item view where availability is shown. This name is configured in the Relevancy and Scoping module under Display name.

Language Options

Select the language that displays for the logo, buttons, and labels in WorldCat Local. The default language is English.

Only certain options are available at this time. More options will be made available in future releases.

Customize the banner (optional)

If you would like to change the banner at the top of your screen, follow the steps below.

See the images below for examples of banner customizations.

Field Action
Pick a color for the banner

Type the hex value in the field provided, or use the color picker to find a hex value.

Banner color

Logo image URL

If your currently does not have a logo image, or if you would like to replace the current logo image, provide a URL to an image of your institution’s logo. The URL must be no longer than 255 characters. The logo image also cannot exceed 80 pixels in height and 275 pixels in width.

 Note: Images larger than this will automatically be resized.

For the best user experience, we recommend configuring a secure image (beginning with "https://”). If the logo image uses “http://” but your user is accessing your WorldCat Local URL via a secured URL, the logo image will not display in the header. In this case, users will see your text from the Alt-text for the logo field in place of the logo image.

After adding your logo, click test URL to confirm your choice.

Logo image

Alt-text for the logo

Type text that will appear when the cursor hovers over the logo.

 Note: Make sure that the colors used for Alt-text for the logo and Text to appear with logo are descriptive, and the colors are a good combination with the banner color.

Home page URL Type the URL for the page where the user is sent when they click the logo image.
Text to appear with logo

You can also display text with your logo (40-character limit).

 Note: Make sure that the colors used for Alt-text for the logo and Text to appear with logo are descriptive, and the colors are a good combination with the banner color.

Configure the default search behavior of the simple search box

Choose whether or not to add full text to your default search behavior in WorldCat Local. Adding this feature will result in additional search options for full text under Advanced Search.

 Note: The full text fields will only display for databases which support full text.

Custom link(s)

Choose up to 7 custom links to appear in the banner

You can create up to seven custom links that will display on your WorldCat Local screens. Provide the URLs, link type and accompanying text for up to seven custom web links (e.g., links leading to your library home page, Ask a Librarian, or the patron account
There is a 25 character limit on the text for each link.

Custom links under institution menu

Custom links in header

Custom links in search results

 Note: If you wish to allow remote access outside your IP address, one of your custom links must be to your remote access page, and you must choose "remote access login" as the link type.

Custom link for remote access

Custom link: Display Chat Widget

If you want to provide a link to a chat widget, you must use Custom link 1. The chat widget will open in a new window when the Chat link is clicked in WorldCat Local.

Link type: Select library contact info.

Display Chat Widget: To display the chat widget for patrons, select Yes. The recommended size for the widget is 185 pixels wide x 275 pixels high.

Do you have a QuestionPoint account? If you are a QuestionPoint user, your Qwidget can be generated by supplying your QuestionPoint User ID in the box provided. If you do not have a QuestionPoint account, you can display a different chat widget in WorldCat Local by pasting a code snippet in the box provided.

Chat code: When copying and pasting a code snippet, ensure that it is copied directly from the source. When the code is copied from an e-mail or text document, carriage returns can sometimes be entered which will cause the code to fail.

Always display chat window: Check the box if you want to always display the chat window. If the box is not checked, the chat widget will be launched when the user selects the “Library Contact Info” link, identified by the display text.

Custom link: A to Z list

Create this link to allow patrons to discover electronic journals held within the WorldCat knowledge base.

Link type: Select other.

URL: Enter the following URL format:


URL as shown in Inbound Links and A-Z, Full Text OpenURL Resolvers (incoming requests)

Color of links and text in the banner To customize the color of banner links and text, type a hex value in the field provided (must be 6 characters), or use the color picker to find a hex value.

Customize links and buttons (optional)

Choose colors to display throughout Type the hex value in the field provided (must be six characters), or use the color picker to find a hex value. See the images below for examples of each custom color.

Custom Color Hex Value Example
Search and fulfillment buttons (example: 999999)
Search box The search box is set automatically and cannot be changed.
Unvisited Links (example: 333333) Unvisited link
Hover Links (example: CC0000) Hover link
Visited Links (example: 5A458D) Visited link

General display settings

Display buying options?

Buy It is an optional feature that provides an additional delivery method for your users. Turning on the Buy it link allows your patrons the option to purchase titles that are available via, Barnes & Noble, Better World Books, Baker & Taylor, and British Library. The Buy it link is determined by ISBN.

Activate Course Reserves

If you are using WorldCat Discovery or WorldShare Management Services to manage Course Reserves, see Course Reserves in WorldCat Discovery Services.

If you are using WorldCat Local to manage Course Reserves, activating the Course Reserves link allows your patrons to search for courses and reserved materials in your collection. Course Reserves appears under the Search drop-down menu in WorldCat Local.

There are two levels of permissions in Course Reserves:

  • Manager—create/edit/delete courses and titles in courses
  • Maintainer—add/remove titles to existing courses

To create and maintain courses, you will need to sign into your account in WorldCat Local. Libraries with access to OCLC Service Configuration will have access to the Manager role in Course Reserves. If you experience any issues logging in, or with your ability to create and/or manage course reserves after logging in, contact for assistance. Include your institution’s OCLC symbol when submitting your request.Similarly, if you would like to request access for other users at your institution, you may also do so by contacting

Customize availability column labels (optional)

Column labels for availability information in WorldCat Local are customizable. The default column labels shown will display if these fields are not changed.

Column labels

Library availability

To change the column labels for physical availability, type the desired label name in each field.

Customize authentication prompt for restricted content

(Only applicable for WMS, WorldCat Local, and WorldCat Discovery institutions using the remote database search option)

A prompt will appear when the user attempts to view records in WorldCat Local that require authentication. You can customize the text that appears in the prompt.Use the default text, or customize your text by clicking Use custom text.

 Note: When default text is selected, the fields under Use custom text are not editable.

  • Message: Type a custom message about your authentication process. There is a 300-character limit in this field.   Note: Do not use line breaks, carriage returns or special characters.
  • Remote login button text: This button will always take the user to the remote access link defined in the custom web links. There is a 70-character limit.
  • Link text to unauthenticated searching: This link will only display when the user is attempting to view search results that have a mixture of restricted and unrestricted searching. There is a 120-character limit.
  • Other links: Show other links, such as a link to the Advanced Search screen or previous screen.

Example of the default prompt text:

Default prompt text

Customize WMS Sign In Labels

Use these fields to customize the labels for your WMS Sign In screen.

  • Custom WMS ‘User Name’ label: Provide a label for the User Name field on your WMS Sign In screen.
  • Custom WMS ‘Password’ label: Provide a label for the Password field on your WMS Sign In screen.
  • Forgot Password text: Use the default text, or customize your text by typing over the text. There is a 255 character limit.