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OCLC Support

Search Settings

Learn how to customize the search defaults and search results display for WorldCat Discovery.

To access this screen, sign in Service Configuration, open the WorldCat Discovery and WorldCat Local left navigation, select Search Settings.

Customize the search defaults and search results display for WorldCat Discovery. 

Search Defaults

Customize the search defaults for WorldCat Discovery.

It is possible to allow Discovery users to search using boolean operators in French. To allow French boolean operators in WorldCat Discover searches, use the toggle switch to Allow French boolean operators in WorldCat Discovery.

The following French boolean operators can be used:

  • ET = AND
  • OU = OR
  • SAUF = NOT

 Note: These operators must be entered in all uppercase letters to be considered boolean operators.

Default Grouping

Determine how search results are grouped by default.  The user will be able to change these settings after the initial display of the search results.  

If the following settings are enabled, search results are grouped by work by default depending on the scope level in WorldCat Discovery:

  • Group related editions for search results scoped to [Your Level 1, Level 2, and 3 group] by default
  • Group related editions for search results scoped to libraries worldwide by default

Edition grouping brings records together that have the same:

  • WorkID (title, author, format)
  • Language of publication
  • Sub-format (if applicable)
  • Year of publication
  • Publisher (first entry)

If disabled, search results are grouped by variant record by default. This will group records under a representative record for the same edition that may be in a different language of cataloging or a duplicate record that has not yet been merged. 

Define how library users are allowed to control grouping of variant records in search results and Explore Editions and Formats. Displaying the controls allows library users to group and ungroup variant records. If controls are not displayed, variant records will be grouped by default.

  • Enable Display control to group variant records in search results and Editions and Formats to allow for the display of the option to group or ungroup variant records. Users will see a Group variant records filter in WorldCat Discovery that will allow them to navigate to the flat view in WorldCat Discovery search results where all records are ungrouped from an edition cluster. 
    • Variant records are records that are for the same edition, but in a different language of cataloging or a duplicate record that has not yet been merged.
    • If disabled, the Group variant records filter will not display to users in WorldCat Discovery search results.  When Group variant records does not display, the search results will be grouped by variant record when Group related editions is disabled in WorldCat Discovery interface.  
  • If you have chosen to display the Group variant records filter, you can select to Group variant records by default.  The Group variant records filter will be enabled by default on user's search results.  To see a flat view, users must disable the Group variant records filter on search results to ungroup from the search results page.

 Note: Carefully consider the benefits of displaying the Group variant records filter and allowing users to ungroup variant records. Presenting an ungrouped list to patrons may present more options than desired. OCLC research and testing suggests that clustering editions and formats adds efficiency to searching for most users. 

See Filter and refine search results for more information.

Define the default display of item availability for grouped records. To enable availability from the edition group, select one of the options below:

  • Display availability from the edition group: Availability information will display for each record in the edition cluster on the representative record. 
  • Display availability from the OCLC number: Availability information will be displayed for the OCLC number of the representative record.

See Representative record and availability display on grouped search results for more information. 

Default Sort

You may define how search results are sorted by default when initially displayed. A user may change this setting to view other sort options, but every time a search result is initially displayed, the default sort setting will always be selected. Choose your default sort level from the list.

 Note: The WorldCat Local default sort is no longer supported by WorldCat Discovery.

Sort option Behavior
Best Match Blends Title, Author, Date and Worldwide Holdings with an emphasis placed on Title.
Recency Blends Date, Title, Author and Worldwide Holdings with an emphasis placed on Date.
Author (A to Z)

Sorts by special characters or numbers in the first name, then A to Z by last name.

Date (Newest)

Sorts chronologically by publication date with newest items listed first.

Date (Oldest) Sorts chronologically by publication date with oldest items listed first.
Library Considers individual holdings first, then blends Title, Author, Date and Worldwide Holdings.
Most Widely Held Presents an "unclustered" view of search results with an emphasis on Worldwide Holdings in a blend of Date, Title, and Author. Use this sort option to view best results for interlibrary loan requests.
Title Sorts by special characters, then alphabetically by Title. Only the article "the" is ignored.

Search Expansion Settings

Enable expanded search queries using related terms.

Related terms

Allow searching across authority files to find relevant search terms, even when using related, variant, or deprecated search terms.

  1. Enable the Expand user's queries using authority data i.e. related terms setting to show the Expand search with related terms option in the WorldCat Discovery interface. 
  2. Enable Expand query using authority data by default to turn this feature on automatically in the WorldCat Discovery interface. 
  3. Select Authority files:
    • AAT Art & Architecture Thesaurus
    • LCGenre Library of Congress Genres
    • LCNAF Library of Congress Name Authority File
    • LCSH Library of Congress Subject Headings
    • MeSH Medical Subject Headings
    • RVM Répertoire de vedettes-matière
      • RVM uses controlled terms from the French languages
    • RVMGF Répertoire de vedettes-matière Genre Form
      • RVMGF uses controlled terms from the French languages

See Refine This Search for more information.

Search Filters Settings

The Search filter settings section is used to select which filters appear in your search results and how the selected filters appear.

Each available filter can be configured to display in a specific way.  Use the options in the columns to determine how each filter appears.

 Note: Filters will display only when the selected database(s) have metadata available to support them, not all databases support all filters.

Column Description
Order Use the up and down arrow buttons to arrange the display order of the filters.
Filter Type

The following filters can be configured:

  • Library
  • Format
  • Content (Includes options such as Full Text, Peer Reviewed, and Open Access)
  • Year
  • Author
  • Topic (Includes subjects such as Engineering & Technology)
  • Database
  • Language
  • Audience
Hide or Show Toggle the button to show or hide the filter in search results.
Expand or Collapse Toggle the button to expand or collapse the content of each filter by default.
Display Label

Select a Display Label from the drop-down list.

Display label selections
Filter Type Display Label selections
Library
  • At My Library
  • Held By
  • Held By Library
  • Held by My Library
  • Library
  • Library Location
  • My Campus
  • My Institution's Library
  • My Library
  • Owned By Library
  • Search in These Libraries
  • Where
Format
  • Filter by Format
  • Format
  • Item Format
  • Looking for a
  • Material Format
  • Material Type
  • Resource Format
  • Resource Type
  • Source Type
  • Type of Resource
Content
  • Category
  • Content
  • Content Type
  • Limit To
  • Show Only
Year
  • Creation Date
  • Date
  • Publication Date
  • Publication Year
  • Year
  • Year of Publication
  • Years
Author
  • Author
  • Author/Creator
  • Creator
  • Person
Topic
  • Academic Discipline
  • Areas
  • Conspectus
  • Filter by Subject
  • Subject
  • Subject Area
  • Subject Headings
  • Subject Terms
  • Topic
  • Within Subject
Database
  • Collection
  • Collection Source
  • Database
  • Databases
  • Record Source
  • Resource
  • Results Source
  • Search In
  • Source
  • Source Collection
  • Source Database
  • Source Type
Language
  • Dialect
  • Filter by Language
  • Language
  • Language/Dialect
Audience
 Note: The Audience filter will display only when Worldcat.org or WorldCat is selected as the only database in a search.
  • Audience
  • Reading Level

Click Save to save changes.

 

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