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Set search preferences

Set preferences to better control which search options are selected by default when you log into WorldShare and access the Circulation module. Most preferences can be overridden as you search.

Preferences will only apply to your user account.

Set search preferences for advanced searches

  1. In the left navigation, click Preferences.
  2. From the Preferences panel, click Searching - Advanced.
  3. For Language(s) of Cataloging, select the language(s) used for the description of the item.
  4. For Source of Cataloging, select the code used to designate the institution that is primarily responsible for the content of the catalog record.
    • Any (default)
    • DLC (Library of Congress)
  5. For Search Scope(s) for Bibliographic Records:
    • Select which search scopes appear in the Scope drop-down list. By default, all search scopes are selected.
      • To disable a search scope, deselect it in the Display column.
    • Select the default search scope.
      • All WorldCat (default)
      • My Library Holdings
      • My Group Holdings (default for libraries who are group aware)
    • Determine the order in which the search scopes appear in the Scope drop-down list.
      • Click the up arrow to move a search scope up and the down arrow to move a search scope down in the list.
  6. For the first enabled search scope, click the search scope name and then select the following:
    • For Default Sorting Method, select how your search results are sorted.
      Available default sorting methods
       
    • For Index Display Order:
      • Select which indexes appear in the Index drop-down list. By default, all indexes are selected.
        • To disable an index, deselect it in the Display column.
      • Select the default index by enabling the Default radio button for the index. By default, Keyword is selected.
      • Determine the order in which the indexes appear in the Index drop-down list.
        • Click the up arrow to move an index up and the down arrow to move an index down in the list.
      • Click Back to Search Scopes and repeat steps 1-3 for the remaining search scope(s).
  7. Click Save.

Set search preferences for basic searches

  1. In the left navigation, click Preferences.
  2. From the Preferences panel, click Searching - Basic.

 Note: After setting preferences in Data Type Options, Bibliographic Records, Local Bibliographic Data Records, and Local Holdings Records, click Reset Form to restore original default settings.

Set data type preferences

  1. Click Data Type Options.
  2. Select which data types appear in the Data Type drop-down list. By default, all data types are selected.
    • To disable a data type, deselect it in the Display column.
  3. Select the default data type by enabling the Default radio button for the data type. By default, Bibliographic Record is selected.
  4. Determine the order in which the data types appear in the Data Type drop-down list.
    • Click the up arrow to move a data type up and the down arrow to move a data type down in the list.
  5. Click Save.

Set bibliographic record preferences

  1. Click the Bibliographic Records tab.
  2. For Search Scope(s) for Bibliographic Records:
    • Select which search scopes appear in the Scope drop-down list. By default, all search scopes are selected.
      • To disable a search scope, deselect it in the Display column.
    • Select the default search scope by enabling the Default radio button for the search scope. By default, My Library Holdings is selected.
    • Determine the order in which the search scopes appear in the Scope drop-down list.
      • Click the up arrow to move a search scope up and the down arrow to move a search scope down in the list.
  3. For the first enabled search scope, click the search scope name and then select the following:
    • For Default Sorting Method, select how your search results are sorted.
    • For Index Display Order:
      • Select which indexes appear in the Index drop-down list. By default, all indexes are selected.
        • To disable an index, deselect it in the Display column.
      • Select the default index by enabling the Default radio button for the index. By default, the following indexes are selected:
        • All WorldCat: Keyword
        • My Library Holdings: Keyword
        • My Group Holdings: Keyword
      • Determine the order in which the indexes appear in the Index drop-down list.
        • Click the up arrow to move an index up and the down arrow to move an index down in the list.
      • Click Back to Search Scopes and repeat steps 1-3 for the remaining search scope.
  4. Click Save.

Set local holdings record preferences

  1. Click the Local Holdings Records tab.
  2. For Display Information in Search Results:
    • Select preferences to control if LHR shared print and/or interlibrary loan (ILL) lending policy information display in LHR search results.
    • Enable or disable the display of both the related column and filter. By default, all options are selected.
      • Shared Print
        • Disable the Shared Print display option if your library does not record shared print commitments in WorldCat.
      • Lending Policy
        • Student workers or other non-ILL staff may disable the Lending Policy display option to avoid confusion with circulation loan policy.
  3. For Search Scope(s) for Local Holdings Records:
    • Select which search scopes appear in the Scope drop-down list. By default, all search scopes are selected.
      • To disable a search scope, deselect it in the Display column.
    • Select the default search scope.
      • My LHRs (default)
      • My LHRs - Browse
    • Determine the order in which the search scopes appear in the Scope drop-down list.
      • Click the up arrow to move a search scope up and the down arrow to move a search scope down in the list.
  4. Click My LHRs. For Index Display Order:
    • Select which indexes appear in the Index drop-down list. By default, all indexes are selected.
      • To disable an index, deselect it in the Display column.
    • Select the default index by enabling the Default radio button for the index. By default, the Call Number index is selected.
    • Determine the order in which the indexes appear in the Index drop-down list.
      • Click the up arrow to move an index up and the down arrow to move an index down in the list.
  5. Click Save.

Set temporary items preferences

The Temporary Items tab will show All search scopes for temporary items and will display by default. Title is the default index.

Search for items

  1. In the left panel, click Discover Items.
  2. To search by barcode, scan the barcode or type the barcode into the Enter barcode box. If you type the number, click Go or press <Enter>.
  3. To search for items, type your search term(s) in the text box. You can limit your search and you can choose an index to search, see below.
  4. Click Search or press <Enter>.

Available search options

Each Data Type has different Scope options.  Each Scope option will have additional Indexes for further limiting the search.

Data Type Scope Index
Bibliographic Records
  • My Library Holdings
  • All WorldCat
  • My Group Holdings
    • Appears only if you are a WMS library with group awareness
  • Author
  • ISBN (International Standard Book Number)
  • ISSN (International Standard Serial Number)
  • Keyword
  • OCLC Number
  • Title
Local Holdings Records
  • My LHRs
  • Action Note
  • Barcode
  • Bibliographic Control Number
  • Call Number
  • Holdings Record Number
  • Lending Policy
  • LHR Control Number
  • Location
    • Additional fields to specify Branch and Shelving Location appear.
  • MARC Organization Code
  • Private Note
  • Public Note
  • Reproduction Policy
    • Select:
      • Will not reproduce
      • Will reproduce
      • Unknown
  • Temporary Shelving Location
    • Additional fields to specify Branch and Shelving Location appear.
  • My LHRs - Browse
  • Call Number Browse
Temporary Items
  • All
  • Author
  • Title

Expert search

Use the expert search to perform a complete search in a single string. An expert search is made up of a combination of index labels and search terms. With the use of Boolean operators (AND, OR, NOT), you can search through several indexes at once and apply limits at the same time. Expert searches can be performed in the basic search area or the advanced search window.

To perform an expert search in the basic search area:

  1. On the left navigation, click Discover Items.
  2. Select a search Scope. See Limit searches by holdings (your library or WorldCat) or temporary items.
  3. From the index list, select any index other than OCLC Number. An expert search will not work if this index is selected.
  4. In the search field, enter your expert search in this format: [Index label][Search terms]
    • For example: ti:girl dragon tattoo mt:nsr pb=random house
    • When you are performing an expert search with multiple indexes, the Boolean AND is implied. If you are using the Boolean operators OR or NOT, you must type the operator and use capital letters.
  5. Click Search.

Search results

Navigate results

  • If the search results extend to two or more screens, use the navigation links (top and bottom of list) to move between screens. Screen headers and footers show your position within the list; for example, Results 11-20 of 56.
  • Previous searches appear below the Search button on the Discover Items area in the left panel. Click a search to return to it.

Bibliographic Records

Search results for Bibliographic Records are sorted by relevance. To change the sort order, use the Sort by list (at the top of the search results).

Additional filters appear to the left of the results. Filter by:

  • Language of cataloging
  • Format
  • Year
  • Author
  • Language

To see detailed information about an item, place the cursor over the information icon () in the search results. A window appears listing information.

Search results information for Bibliographic Records
  • Author
  • Copies ordered: Number of copies ordered, but not received
  • Copies Owned
  • Copies selected: Total number of copies in open orders
  • Current Publication Frequency (serials only)
  • Date of publication and/or sequential designation (serials only)
  • Dewey Call Number
  • Edition
  • Language of cataloging
  • Library of Congress Call Number
  • ISBN/ISSN
  • OCLC number
  • Number of holds (if applicable)
  • Physical description
  • Publisher
  • Series
  • Source of cataloging
Take action on results
From the search results screen, you can:
ACTION DESCRIPTION
Add a copy of an item to your holdings

Click the item's title to view the record and add copies. See

for information on adding single items, multi-part items, and serials to your holdings.

Create or edit local holdings records (LHRs)

To partially edit an item's local holdings record, click its title and see Create or edit local holdings records for information on creating and editing LHRs for single items, multi-part items, and serials.

To create or fully edit the item's LHR:

  • Click Open in Connexion to view the item's bibliographic record in OCLC Connexion.
  • Click View/Edit Metadata to view the item's bibliographic record in WorldShare Record Manager.
Filter results with facets

Use the facets to filter your results by Language of Cataloging, Format, Year, Author, and Language.

  • To filter your results, click the check box next to the value(s) you want to apply. Results filter automatically.
  • Click Hide Facets to remove the facets from view.
Place a hold Click the item's title to view the record and place a hold. For details, see Place hold.
Recall an item For details, see Recall items.
Schedule an item Click the item's title to view the record and schedule the item. For details, see Schedule items.

View the history of circulation transactions

  1. Click the item's title.
  2. On the Copies screen, in the row for the item you want, click View/Edit.
  3. On the Item Details screen, in the upper right corner, click Transaction History. For details, see View item history.
View item details
  1. Click the item's title.
  2. If the Details screen does not appear, in the upper right corner, click Details.

Local Holdings Records

Search results for Local Holdings Records allow you to Filter by:

  • Lending Policy
  • Location
  • Reproduction policy
  • Temporary Shelving Location
Search results information for Local Holdings Records
  • Call Number
  • Barcode
  • Shared Print
  • Branch
  • Shelving Location
  • Lending Policy
  • Bibliographic Record information
Take action on results
From the search results screen, you can:
ACTION DESCRIPTION
Filter results with facets

Filter By drop-down to further narrow your search results.

Click the Reset button to remove the filter.

Change the branch of one or more results
  1. Click the checkbox next to the search result(s) you wish to update.
    1. Select Change Branch to move the item to a different Branch and Shelving location.
    2. Select the Branch and Shelving Location from the drop-down.
  2. Click Change.

     Note: This option is disabled if the selected items are shelved at different branches.  Use the Change Branch option first to update the branch and permanent shelving locations as needed.

See Change the location for multiple items for more information.

Change the shelving location of one or more results
  1. Click the checkbox next to the search result(s) you wish to update.
  2. Select Change Shelving Location to move the item to a different Shelving Location.
    1. Select whether to move all the items in the LHR to a new permanent location.
      OR
    2. Select whether to move all the items in the LHR or just the items matching the search results to a Temporary Shelving Location.
    3. Select the new Shelving Location.
  3. Click Change.

See Change the location for multiple items for more information.

Batch delete items

If searching by the Barcode index, the option to batch delete barcodes is available.

  1. Select Barcode from the Index drop-down.
  2. Enter desired barcodes separated by a space into the Term(s) section.
  3. Click Search.
  4. Click the checkbox next to the search result(s) you wish to update.
  5. From the Actions drop-down, select Delete Barcodes.
Add a copy of an item to your holdings

Click title to view the record and add copies. See

for information on adding single items, multi-part items, and serials to your holdings.

Create or edit local holdings records (LHRs)

To partially edit an item's local holdings record, click its title and see Create or edit local holdings records for information on creating and editing LHRs for single items, multi-part items, and serials.

Place a hold Click the item's title to view the record and place a hold. For details, see Place hold.
Recall an item For details, see Recall items.
Schedule an item Click the item's title to view the record and schedule the item. For details, see Schedule items.

View the history of circulation transactions

  1. Click the item's title.
  2. On the Copies screen, in the row for the item you want, click View/Edit.
  3. On the Item Details screen, in the upper right corner, click Transaction History. For details, see View item history.
View item details
  1. Click the item's title.
  2. If the Details screen does not appear, in the upper right corner, click Details.

Temporary Items

Search results for Temporary Items are sorted by Title (A-Z) by default. Additional sort options include:

  • Title (Z-A)
  • Author (A-Z)
  • Author (Z-A)
Search results information for Temporary items
  • Title
  • Author
  • Format
  • Publisher
  • Item type
Take action on results
From the search results screen, you can:
ACTION DESCRIPTION
Sort the search results Select the Sort By drop-down to change how the results are sorted.
Place a hold Click the item's title to view the record and place a hold. For details, see Place hold.
Recall an item For details, see Recall items.
Schedule an item Click the item's title to view the record and schedule the item. For details, see Schedule items.
View item details
  1. Click the item's title.
  2. If the Details screen does not appear, in the upper right corner, click Details.
Edit the Item
  1. Click the item's title.
  2. Select Edit Item.
  3. Make the necessary changes.
  4. Click Save Edits.

See Create temporary item for more information.

Display rows

Select the Rows drop-down to change the number of rows per screen. The Rows control will appear automatically when there are more than 10 search results.

Screen Navigation

The screen navigation links appear in the upper right corner after selecting a title from the search results.  Options include: Copies, Details, WorldCat Holdings, Holds, Schedules, and Issues.

Screen Navigation sections - Table
Section Description

Copies

(default view for Circulation)

For each copy, gives the branch or library name, shelving location, call number, barcode, and number of copies held. A subscription is considered a copy.

Details

(default view for Acquisitions)

Includes the title, author, format, language, place of publication, publisher, ISBN/ISSN, OCLC number, number of libraries owning item, and call number.
WorldCat Holdings Displays WorldCat holdings for the item by All WorldCat Holdings, Holdings in My Region, or Holdings in My State

Holds

(covers recall items already checked out)

Lists patrons requesting holds, their positions in the hold queue (if any), the date the hold was requested for, and the status of the item (available, on loan, on hold, in transit, etc.). Status includes a library location if appropriate; for example, when an item is in transit or ready for pickup.

See Place Hold to request a hold

For information on recalling an item already checked out, see Recall items.

Schedules

(appears only in Circulation)

Lists the item's scheduled periods.

See Schedule Item.

Issues

(available for serials)

(default view for serials in Acquisition)

Use the Issues screen to receive and manage issues from current subscriptions (copies). See Manage serial issues.

 

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