Skip to main content
OCLC Support

Set institution settings

  1. Last updated
  2. Save as PDF
Discover the available institution setting types and options in WorldShare Record Manager.
  • You must have the Cataloging ADMIN role assigned to your account to view and edit Institution Settings in WorldShare Record Manager.
  • Settings displayed depend on your library's configuration. Example: If you're a WMS library but decided not to use audience levels, the section for WorldCat holdings audience levels will not display.
  • As soon as a change has been made, the Discard changes button will display, allowing you to undo your changes if desired. 

WorldCat holdings audience levels

Use the audience level settings to determine which audience levels staff can assign to their collections and what appears in the relevant dropdown lists. They also determine the default audience level. 

Only audience levels that are enabled in the institution settings will show up on the pages where they can be assigned or modified. For more information on the areas these settings affect, see WorldCat holdings audience levels.

  1. In the left navigation, click Institution Settings.
  2. Under Audience levels, use the checkboxes to specify whether you want each audience level to be displayed as an option for bibliographic records or LHRs.

     Note: You cannot set an audience level for LHRs without setting it for bibliographic records.

  3. (Optional) Use the Default selection column to choose a default audience level for bibliographic records and LHRs other than All Users.

LHR change history

 Note: It may take some time for LHR updates to be reflected in the LHR change history table. If the change history for a LHR is very large, only the most recent changes will be displayed.

  1. From the left navigation, click Institution Settings.
  2. From LHR change history:
    • Select the Display LHR History check box to display the LHR change history table in the details of a LHR.
    • Select the Retain user information check box if you would like the LHR change history table to retain and include user information.

       Note: Disabling Retain user information will delete all user information regarding LHR/Item History that was previously stored. This data cannot be restored after the function is disabled. If you re-enable this option in the future, the data will be saved from that point forward.

  3. Click Save to apply your changes.

For more information on the LHR change history, see View LHR change history.

Miscellaneous settings

Automatically filter selected copies list to branch

You can enable this option to automatically filter the list of LHR copies you see on the Copies screen to only those at the branch you selected when logging into WMS or when changing your default branch library. To learn more about the Copies screen and how to view it, see View copies owned by your institution.

 Note: 

  • This feature only applies to the Copies screen when viewed in LHR Text View mode.
  • Enabling this option will apply it to all users of your institution. It also applies to workflows in Acquisitions and Circulation.
  1. From the left navigation, click Institution Settings.
  2. Under Miscellaneous, enable the checkbox for Pre-filter copies list based on selected branch from login screen.

The filters you have selected will persist during the current session until you either reset the filters or choose a new filter.