To access this screen, sign in Service Configuration, open the WorldCat Discovery and WorldCat Local left navigation, select User Interface Options.
Use this screen to update your banner, custom links and display settings. Indicate if and where you would like to change the default settings. Guidelines for formatting are provided where necessary.
After making changes to the sections described below, click Cancel to start over, or Save Changes to save and continue.
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.
Note: Users must be IP authenticated to your institution.
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.
Choose whether or not to add full text to your default search behavior in WorldCat Local and WorldCat Discovery.
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.
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:
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.
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.
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.
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 | Opción | Example |
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1 | Search and fulfillment buttons |
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2 | Header and footer color |
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3 | Unvisited links |
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Visited links |
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4 | Navigational bar color |
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Recommendations for color selections:
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 |
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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.
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.
|
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.
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. |
Column labels for availability information in WorldCat Local are customizable. The default column labels shown will display if these fields are not changed.
To change the column labels for physical availability, type the desired label name in each field.
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.
Example of the default prompt text:
Refer to Sign-In Custom Labels to customize the labels for your WMS Sign In screen