Customize the Search WorldCat window

Select the short or full browse index list

You can use short or long index lists when entering guided searches. By default, the short search index list displays a list of the 10 most used indexes.

1. Navigate to Cataloging > Search > WorldCat or press <F2>.
2. In the Search WorldCat window, in the upper right corner of the Keyword/Numeric Search area above the index drop-down list, click the Plus button () to change to the comprehensive list of search indexes (over 90 indexes).
   • The Plus button becomes a Minus button ().
   • The client retains your selection only if you complete a search before closing the Search WorldCat window.
      Note: The index lists display labels and correct punctuation for each index. A single type of index may include separate indexes/labels for words, phrases, and whole phrases.
     
     Examples:
     • Title (ti:)
     • Title Phrase (ti=)
     • Title Whole Phrase (tiw=)
3. To restore the short list, click the Minus button ().

Customize the short list index in the search window

You can add or delete indexes and rearrange the short list when performing a guided search:

1. Navigate to Cataloging > Search > WorldCat or press <F2>.
2. In the Search WorldCat window, in the upper right corner of the Keyword/Numeric Search area, click the Personalize List button ().
3. In the Customize Short List of Indexes window, click to select an index in the list, and then:
   • Click Move Up or Move Down to move one index at a time up or down to change the order of the list.
   • Click Remove to remove the selected index.
   • Click Restore Defaults to restore the list to its original state. See the list of default search indexes.
   • Click Modify to open the Choose Short List Items window to select or unselect indexes from the full list of all available indexes:
     • Click check boxes to select indexes or click selected check boxes to deselect them from the short list.
     • Click OK to save your changes or Cancel to cancel changes.
   
   Results:
   • You are returned to the Customize Short List of Indexes window.
   • The indexes you selected are now in the short list and indexes you cleared are now omitted from the short list.
4. When finished, click OK to save your settings or Cancel to cancel changes you made.
5. To save your settings, complete a search before closing the Search WorldCat window.

Establish a default search index

For guided searching, the client always keeps the last index you selected from online session to session, even if the Retain Search option is cleared, and even when you click Clear Search.

To reserve a default index:

1. Navigate to Cataloging > Search > WorldCat or press <Ctrl><F2>.
2. In the Search WorldCat window, select an index in any of the three index lists of the Keyword/Numeric Search area and complete a search using the index.
   • The client keeps the index selected when you reopen the program and the window. Do not change it.
   • In subsequent searches or sessions, always use the Search for box associated with your default index to search that index only. To search other indexes, use the other Search for boxes.

Select the short or full language list in the search window

For guided searching, use the short or comprehensive Language list in the Keyword/Numeric Search area to limit searches to items in a specific language:

1. Navigate to Cataloging > Search > WorldCat or press <F2>.
2. In the Search WorldCat window, to the right of the Language list, click the Plus button () to change the drop-down list of languages to the comprehensive list (includes the hundreds of languages valid for MARC records).
   
   Default selection: Any
   Default list: Short list of the nine most used languages
   
   Results:
   • The Plus button becomes a Minus button.
   • The client retains your selection only if you complete a search before closing the Search WorldCat window.
3. To restore the short list, click the Minus button ().

Select the short or full material type list in the search window

For guided searching, use the short or comprehensive Material Type list in the Keyword/Numeric Search area to limit searches to items in a very specific material type:

1. Navigate to Cataloging > Search > WorldCat or press <F2>.
2. In the Search WorldCat window, in the lower right above the Material Type list, click the Plus button () to change the drop-down list of material types to the comprehensive list of over 100 indexed in WorldCat.
   
   Default selection: Any
   Default list: Short list of the ten most commonly used material types
   
   Results:
   • The Plus button becomes a Minus button.
   • The client retains your selection only if you complete a search before closing the Search WorldCat window.
3. To restore the short list, click the Minus button ().

Customize the short material type list

For guided searching, add or delete material types or rearrange the short list:

1. Navigate to Cataloging > Search > WorldCat or press <F2>.
2. In the Search WorldCat window, in the lower right above the Material Type list, click the Personalize List button ().
3. In the Customize Short List of Material Types window, click to select a material type in the list, and then:
   • Click Move Up or Move Down to move one index at a time up or down to change the order of the list.
   • Click Remove to remove the selected material type.
   • Click Restore Defaults to restore the list to its original state.
   • Click Modify to open the Choose Short List Items window, which contains the comprehensive list of material types. Select or unselect material types to add to or delete from the short list:
     • Click cleared check boxes to select material types or click selected check boxes to clear them.
     • Click OK to save your changes or click Cancel to cancel changes.
     
     Results:
     • You are returned to the Customize Short List of Indexes window.
     • The material types you selected are now in the short list, and material types you cleared are now omitted from the short list.
4. When finished, click OK to save your settings or Cancel to cancel changes you made.
5. To save your settings, complete a search before closing the Search WorldCat window.