User Interface Options

Your WorldCat.org URL

Review your URL(s). Your institution's URL qualifier can be used for multiple services. If it is acceptable as is, go on to Branding & Customization. If you would like to change the URL, send a request (include your institution's registry ID) to orders@oclc.org or call OCLC at 1-800-848-5800.

Institution Name: This name will appear in the "Libraries that own this item" line on the search results, in scoping drop-downs, and in the detailed item view where availability is shown. This name is configured in the Relevancy and Scoping module under Display name.
WorldCat.org Redirect: Check this box to automatically redirect WorldCat.org users to your WorldCat Local or WorldCat Discovery URL when they go to a record on www.worldcat.org.
- To redirect your WorldCat Local URL to your WorldCat Discovery URL, select the option to Redirect WorldCat Local permanent/bookmarked links to WorldCat Discovery.

Note: Users must be IP authenticated to your institution.

Language Options (WorldCat Local)

Select the language that displays for the logo, buttons, and labels in WorldCat Local. The default language is English.

Only certain options are available at this time. More options will be made available in future releases.

General Display Settings

Select default search behavior

Choose whether or not to add full text to your default search behavior in WorldCat Local and WorldCat Discovery.

Search keyword index (default) - By default, searching from the search box in WorldCat Discovery will automatically apply the keyword index to any search terms entered.
Search keyword + full text index - If selected, WorldCat Discovery will automatically apply the keyword+full text (kf:) index to any search terms entered. This index returns the same search results as the keyword index with a small number of databases for which full text is indexed and is therefore searchable.
Note: This setting should only be selected if you subscribe to one or more of the databases that appear in the 'Full text collections' tab of the central index content list.

Display buying options

Note: This functionality is for WorldCat Local only.

Buy It is an optional feature that provides an additional delivery method for your users. Turning on Display buying options allows your patrons the option to purchase titles that are available via Amazon.com, Barnes & Noble, Better World Books, Baker & Taylor, and British Library. The Buy it link is determined by ISBN.

Display Course Reserves

If you are using WorldCat Discovery or WorldShare Management Services to manage Course Reserves, see Course Reserves in WorldCat Discovery Services.

If you are using WorldCat Local to manage Course Reserves, activating the Course Reserves link allows your patrons to search for courses and reserved materials in your collection. Course Reserves appears under the Search drop-down menu in WorldCat Local.

There are two levels of permissions in Course Reserves:

Manager—create/edit/delete courses and titles in courses
Maintainer—add/remove titles to existing courses

To create and maintain courses, you will need to sign into your WorldCat.org account in WorldCat Local. Libraries with access to OCLC Service Configuration will have access to the Manager role in Course Reserves. If you experience any issues logging in, or with your ability to create and/or manage course reserves after logging in, contact orders@oclc.org for assistance. Include your institution’s OCLC symbol when submitting your request.Similarly, if you would like to request access for other users at your institution, you may also do so by contacting orders@oclc.org.

Display shelf browse on detailed records

Note: This functionality is for WorldCat Discovery premium institutions only.

Determine whether or not to allow Browse the Shelf results to appear in detailed records. For more information, see Browse the Shelf to view nearby items.

Branding & Customization

Customize WorldCat Discovery

WorldCat Discovery colors and custom text are controlled by the below settings.

Example

Setting

HEX value

1

Header and footer color

Note: This setting will alter the color customization in My Account as well. See Customize My Account.

(example: 1074C3)

2

Navigational bar color

The WorldCat Discovery (and associated new A to Z list, My Account) header has two main areas, the navigational bar and the banner. The navigational bar holds your custom links, chat, sign in options, etc. We suggest you keep the navigational bar for a neutral background color and emphasize the banner with your institution's brand colors.

Note: Match this to your logo background color to mimic a screen-width banner.

(example: 034EA2)

3

Search and fulfillment buttons

Note: This setting will alter the color customization in My Account as well. See Customize My Account.

(example: 363CDA)

4

Unvisited Links

(example: 0B4D98)

5

Visited Links

(example: 1074C3)

Classic WorldCat Discovery options

Hover Links

(example: FF8003)

Color of links and text in the header

Note: This text only appears if no logo is uploaded for the banner. A link to the library's homepage displays in place of the logo and the color of the link is configured here.

Type the hex value in the field provided, or use the color picker to find a hex value.

Note: Classic WorldCat Discovery options are applicable to Advanced Search, Course Reserves, and Personal Lists pages.

Customize My Account

My Account custom colors are controlled by the below settings. Updating the below settings will also update them throughout the WorldCat Discovery interface.

My Account custom colors are controlled by the below settings:

Number	Setting	Option
1	Search and fulfillment buttons	Buttons Icons Active Tab
2	Header and footer color	Header and footer
3	Unvisited links	Unvisited links
	Visited links	Visited links
4	Navigational bar color	Navigational bar If a Navigational bar color has not been previously set, the default color 545454 (dark gray) is used.

Recommendations for color selections:

For header and footer, select a light color that best reflects your institution's main brand color.
For buttons and icons, select a dark color that coordinates or contrasts with the secondary color.
Based on the color selections, the text on the navigation bar will be either white or black.
- To test the white or black text:
  - In Service Configuration, select the new color and Save. On the My Account page, refresh the browser to apply the new color.
    - Pick a slightly darker color to change the text from black to white.
    - Pick a slightly lighter color to change the text from white to black.
Sort icons will appear as greyed out when there are no items to sort.
List headers have a white background and black text.

Run time: 8:22

This video describes the user interface options that may be configured to display in WorldCat Discovery.

Logo Settings

Field

Action

Logo image URL

If your WorldCat.org currently does not have a logo image, or if you would like to replace the current logo image, provide a URL to an image of your institution’s logo. The logo image cannot exceed 80 pixels in height and 275 pixels in width. Match the background color of this image to your logo background color to mimic a screen-width banner.

Note: Images larger than this will automatically be resized.

For the best user experience, we recommend configuring a secure image (beginning with "https://”). If the logo image uses “http://” but your user is accessing your customized URL via a secured URL, the logo image will not display in the header. In this case, users will see your text from the Alt-text for the logo field in place of the logo image.

After adding your logo, click test URL to confirm your choice.

Home page URL

Type the URL for the page where the user is sent when they click the logo image.

Logo alternative text

Type text that will appear when the cursor hovers over the logo.

Note: Make sure that the colors used for Alt-text for the logo and Text to appear with logo are descriptive, and the colors are a good combination with the banner color.

Custom Links

Choose up to 7 custom links to appear in the banner. Provide the URLs, link type and accompanying text for up to 7 custom web links (e.g., links leading to your library home page, Ask a Librarian, or the patron account)
There is a 25-character limit on the text for each link.

Note: If you wish to allow remote access outside your IP address, one of your custom links must be to your remote access page, and you must choose remote access login as the link type.

Custom link	How to configure
Custom link: Display Chat Widget	Create this link if you want to provide a link to a chat widget. You must use Custom link 1. The chat widget will open in a new window when the Chat link is clicked in WorldCat Local. Link type: Select library contact info Display Chat Widget: To display the chat widget for patrons, select Yes. The recommended size for the widget is 185 pixels wide x 275 pixels high. URLs referenced within the chat widget code must utilize HTTPS to avoid mixed content warnings raised by most modern web browsers, which could render the chat widget inoperable. Note: When using Custom link 1 to provide a chat widget, you will not be able to use the test URL option. The test URL option will display an error for the Chat code as this is not a URL. If using Custom link 1 for a URL, the test URL option will work as expected.
Custom link: A to Z list	Create this link to allow patrons to discover electronic journals held within the WorldCat knowledge base. Link type: Select other URL: Use the URL as shown in WorldCat Discovery and WorldCat Local > A - Z List and OCLC Link Resolver. Enter the following URL format: http://[library].on.worldcat.org/atoztitles Display text: Create a custom text label of your choice Optional. To include translated display text: Click Add Translations. The text is expanded to display additional fields. Select a Language from the drop-down list and enter Custom Text in the text field. Optional. Click Add Translations to add additional translations. Translated language options include Czech, Dutch, English, French, German, Italian, Japanese, Korean, Maori, Portuguese, Simplified Chinese, Spanish, Swedish, Thai and Traditional Chinese.
Custom link: Proxy	Create this link if you have a proxy service that allows off-site staff users outside your IP address to access restricted library content and services. Link type: Select remote access login URL: Enter your library's proxy URL. Use this format if your library uses EZproxy: http://ezproxy.oclc.org/login?url= You might need to check Append current URL to the end of this link Display text: Create a custom text label of your choice Optional. To include translated display text: Click Add Translations. The text is expanded to display additional fields. Select a Language from the drop-down list and enter Custom Text in the text field. Optional. Click Add Translations to add additional translations. Translated language options include Czech, Dutch, English, French, German, Italian, Japanese, Korean, Maori, Portuguese, Simplified Chinese, Spanish, Swedish, Thai and Traditional Chinese. When a resource is selected from WorldCat Discovery that requires remote authentication, staff will see a box that says Authentication Required and includes a link to sign in. Patron accounts should sign in with their username and password and do not need to remotely authenticate to view restricted content. Refer to Enable end-user sign in for more information. For more information, see EZproxy documentation. If your library's authentication is managed through a service other than EZproxy, you will want to confirm the URL format with the proxy vendor. See Collections/databases in WorldCat Discovery that require authentication before searching to view databases that require this configuration.
Custom Link: Other	Provide additional custom web links for your institution.

Availability Column Labels (WorldCat Local)

Column labels for availability information in WorldCat Local are customizable. The default column labels shown will display if these fields are not changed.

Column labels

Library availability

To change the column labels for physical availability, type the desired label name in each field.

Authentication Prompt for Restricted Content

A prompt will appear when a staff user attempts to view records in WorldCat Local and WorldCat Discovery that require authentication. You can customize the text that appears in the prompt. Select Use the default text, or customize your text by clicking Use custom text.

Note: When default text is selected, the fields under Use custom text are not editable.

Message: Type a custom message about your authentication process. There is a 300-character limit in this field. Note: Do not use line breaks, carriage returns or special characters.
- Optional. To include translated display text:
  1. Click Add Translations. The text is expanded to display additional fields.
  2. Select a Language from the drop-down list and enter Custom Text in the text field.
  3. Optional. Click Add Translations to add additional translations.
    - Translated language options include Czech, Dutch, English, French, German, Italian, Japanese, Korean, Maori, Portuguese, Simplified Chinese, Spanish, Swedish, Thai and Traditional Chinese.
Remote login button text: This button will always take the user to the remote access link defined in the custom web links. There is a 70-character limit.
- Optional. To include translated display text:
  1. Click Add Translations. The text is expanded to display additional fields.
  2. Select a Language from the drop-down list and enter Custom Text in the text field.
  3. Optional. Click Add Translations to add additional translations.
    - Translated language options include Czech, Dutch, English, French, German, Italian, Japanese, Korean, Maori, Portuguese, Simplified Chinese, Spanish, Swedish, Thai and Traditional Chinese.
Link text to unauthenticated searching: This link will only display when the user is attempting to view search results that have a mixture of restricted and unrestricted searching. There is a 120-character limit.
- Optional. To include translated display text:
  1. Click Add Translations. The text is expanded to display additional fields.
  2. Select a Language from the drop-down list and enter Custom Text in the text field.
  3. Optional. Click Add Translations to add additional translations.
    - Translated language options include Czech, Dutch, English, French, German, Italian, Japanese, Korean, Maori, Portuguese, Simplified Chinese, Spanish, Swedish, Thai and Traditional Chinese.
Other links: Show other links, such as a link to the Advanced Search screen or previous screen.

Example of the default prompt text:

Default prompt text

Customize WMS Sign In Labels

Refer to Sign-In Custom Labels to customize the labels for your WMS Sign In screen