Set search preferences

Overview

The User Preferences menu allows you to select accordions that enable you to set your preferences for advanced and basic searching.

Note: After setting preferences for searching:

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.

Searching - Advanced

In the left navigation, click User Preferences.
From the User Preferences screen, click Searching - Advanced.
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.
For Language(s) of Cataloging, select the language(s) used for the description of the item.
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)

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. Some search scope options differ between WMS and non-WMS libraries.

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

Search scope name	Non-WMS libraries	WMS libraries only
Audience - All Users		x
Audience - My Library Users		x
Audience - My Authenticated Users		x
Audience - My Library Staff		x
All WorldCat	x	x
My Library Holdings	x	x

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.

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
  - Author (Ascending)
  - Author (Descending)
  - Date (Newest First)
  - Date (Oldest First)
  - Library Count (Highest First)
  - Library Count (Lowest First)
  - Relevance (default)
  - Title (Ascending)
  - Title (Descending)
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).
Click Save.

Searching - Basic

In the left navigation, click User Preferences.
From the User Preferences screen, click Searching - Basic.
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.
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.
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.
For Search Scope(s) for Bibliographic Records:
1. Select which search scopes appear in the Scope drop-down list.
  - 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.
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
  - Author (Ascending)
  - Author (Descending)
  - Date (Newest First)
  - Date (Oldest First)
  - Library Count (Highest First)
  - Library Count (Lowest First)
  - Relevance (default)
  - Title (Ascending)
  - Title (Descending)
  My Library Holdings 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
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
  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).
Click Save.