Set bibliographic search preferences

This accordion allows you to set preferences for authority, bibliographic, local bibliographic data, and local holdings record basic searching.

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

 Note: After setting preferences in data type, authority records, bibliographic records, local bibliographic data records, and local holdings records:

• Click Reset Form to restore original default settings.
• Click Discard Page Changes to discard the changes you made and retain your previous settings. A confirmation dialog displays to confirm the discardment. Click Discard to confirm and discard your changes.
• Click Save to save changes to User Preferences.

Searching - Basic accordion: Bibliographic Records tab - Image

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 Default Search Results Format, enable Display condensed result list to set the default search results format to condensed. By default, the search results format is enhanced.
3. For Condensed Search Results Table Options:
   1. Select which columns appear in the condensed search results list table. You must enable at least one column. 
      • To remove a column, deselect it in the Display column.

      • Available condensed search results table columns

        • Title
        • Author
        • OCLC Number
        • Publisher
        • Publication Date
        • Format
        • Language of Work
        • Language of Cataloging
        • Cataloging Source
        • Authentication Code
        • Encoding Level
        • Held
        • WorldCat Holdings
        • Group Holdings
        • Holding Audience Level

           Note: Holding Audience Level is available for WorldShare Management Services libraries only.

   2. Determine the order in which the columns appear in the condensed search results list table.
      • Click the up arrow to move a column up and the down arrow to move a column down in the list.
4. 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.  Some search scope options differ between WMS and non-WMS libraries. By default, All WorldCat is selected.

      Available search scopes for WMS and non-WMS libraries - Table

      Search scope name	Non-WMS libraries option	WMS libraries option
      Audience - All Users		x
      Audience - My Library Users		x
      Audience - My Authenticated Users		x
      Audience - My Library Staff		x
      All WorldCat	x	x
      All WorldCat - Browse	x	x
      My Library Holdings	x	x
      Saved - In Progress	x	x

   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.
5. 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, My Library Holdings and WorldCat Holdings Audience Level default sorting methods

      • Author (Ascending)
      • Author (Descending)
      • Date (Newest First)
      • Date (Oldest First)
      • Library Count (Highest First)
      • Library Count (Lowest First)
      • Relevance (default)
      • Title (Ascending)
      • Title (Descending)

      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.
         • See Bibliographic record indexes for a list of available bibliographic indexes.
      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).
6. Click Save.