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OCLC Support

Search preferences

Use search preferences to enable, disable, and sort the data types, scopes, and indexes that appear when you search for records. Search preferences also allow you to set a preference for the editor in which you wish to view records.

 Note: After setting preferences in Searching - Advanced, Searching - Basic, or Working with Records, click Reset Form to restore original default settings.

Set search preferences for advanced searches

Searching - Advanced accordion - Image
Searching - Advanced accordion
  1. In the left navigation, click Preferences.
  2. From the Preferences panel, click Searching - Advanced.
  3. For One Search Result Only, enable Open record for editing to bypass the results list and go directly to the record editor when a search returns one result.
  4. For Language(s) of Cataloging, select the language(s) used for the description of the item.
  5. 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)
  6. 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
    • 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.
  7. For the first enabled search scope, click the search scope name and then select the following:
    1. For Default Sorting Method, select how your search results are sorted.
      Available default sorting methods
      • Relevance (default)
      • Author (A-Z)
      • Title (A-Z)
      • Date (Newest First)
      • Date (Oldest First)
      • Library Count (Highest First)
      • Library Count (Lowest First)
    2. For Index Display Order:
      1. 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.
      2. Select the default index by enabling the Default radio button for the index. By default, Keyword is selected.
      3. 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.
      4. Click Back to Search Scopes and repeat steps 1-3 for the remaining search scope(s).
  8. 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, Authority Records, Bibliographic Records, Local Bibliographic Data Records, and Local Holdings Records, click Reset Form to restore original default settings.

Set data type preferences

Searching - Basic accordion: Data Type Options - Image
Data Type Options
  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 authority record preferences

Searching - Basic accordion: Authority Records tab - Image
Basic searching - Authority records
  1. Click the Authority Records tab.
  2. For One Search Result Only, enable Open record for editing to bypass the results list and go directly to the record editor when a search returns one result.
  3. For Diacritics, enable Enter search terms with diacritics to enter diacritic characters when performing a basic or expert search.
  4. For Authority References, enable Show See references in search resultsShow See Also references in search results, and/or Show Heading Linking Entries in search results to view See references, See Also references, and/or 7xx links in authority record search result lists if present in the records.
  5. For Search Scope(s) for Authority Records:
    1. 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.
    2. Select the default search scope by enabling the Default radio button for the search scope. By default, GND Authorities is selected.
    3. 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:
    1. 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.
    2. Select the default index by enabling the Default radio button for the index. By default, the following indexes are selected:
      • GND Authorities: Keyword
      • GND Authorities - Browse: Corporate/Conference Name
      • LC: Agency Control Number
      • LC - Browse: Corporate/Conference Name Phrase
      • Maori Subject Headings: Cataloging Source
      • MeSH Authorities: Control Number
      • MeSH Authorities - Browse: Geographics Phrase
      • NTA Names: Control Number
      • NTA Names - Browse: Established Heading Linking Entry Phrase: Personal Name
    3. 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.
    4. Click Back to Search Scopes and repeat steps a-c for the remaining search scope(s).
  7. Click Save.

Set bibliographic record preferences (default)

Searching - Basic accordion: Bibliographic Records tab - Image
Basic searching - Bibliographic records
  1. For One Search Result Only, enable Open record for editing to bypass the results list and go directly to the record editor when a search returns one result.
  2. For Search Scope(s) for Bibliographic Records:
    1. 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.
    2. Select the default search scope by enabling the Default radio button for the search scope. By default, All WorldCat is selected.
    3. 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:
    1. For Default Sorting Method, select how your search results are sorted (not applicable for All WorldCat - Browse).
      All WorldCat default sorting methods
      • Relevance (default)
      • Author (A-Z)
      • Title (A-Z)
      • Date (Newest First)
      • Date (Oldest First)
      • Library Count (Highest First)
      • Library Count (Lowest First)
      My Library Holdings default sorting methods
      • Relevance (default)
      • Author (A-Z)
      • Title (A-Z)
      • Date (Newest First)
      • Date (Oldest First)
      • Library Count (Highest First)
      • Library Count (Lowest First)
      Saved - In Progress default sorting methods
      • Save File Number (default)
      • Title
      • Descending Date
      • Ascending Date
    2. For Index Display Order:
      1. 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.
      2. Select the default index by enabling the Default radio button for the index. By default, the following indexes are selected:
        • All WorldCat: Author
        • All WorldCat - Browse: Corp./Conf. - Whole Phrase
        • My Library Holdings: Keyword
        • Saved - In Progress: My Status
      3. 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.
      4. Click Back to Search Scopes and repeat steps 1-3 for the remaining search scope(s).
  4. Click Save.

Set local bibliographic data record preferences

Searching - Basic accordion: Local Bibliographic Data Records tab - Image
Basic searching - Local bibliographic data records
  1. Click the Local Bibliographic Data Records tab.
  2. For One Search Result Only, enable Open record for editing to bypass the results list and go directly to the record editor when a search returns one result.
  3. For Search Scope(s) for Local Bibliographic Data Records:
    1. Click My LBDs and then:
      • 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 a data type up and the down arrow to move a data type down in the list.
  4. Click Save.

Set local holdings record preferences

Searching - Basic accordion: Local Holdings Records tab - Image
Basic searching - Local holdings records
  1. Click the Local Holdings Records tab.
  2. For Search Scope(s) for Local Holdings Records:
    1. 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.
    2. Select the default search scope.
      • My LHRs (default)
      • My LHRs - Browse
    3. 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. Click Save.

Set bibliographic record editor preference

  1. In the left navigation, click Preferences.
  2. From the Preferences panel, click Working with Records.
  3. Select a default editor.
    • MARC 21 View (default)
    • Text View
  4. Click Save.