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Set search preferences

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Find information about setting search preferences to control which search options are selected by default in WorldShare Circulation.

Set preferences to better control which search options are selected by default when you log into WorldShare and access the Circulation module. Most preferences can be overridden as you search.

Preferences will only apply to your user account.

 Note:  For information about searching, see Search for items.

Set search preferences for advanced searches

If you frequently use the advanced search, you can set your preferences for the search scopes. When you set user preferences, the options you select will appear when you open the Advanced Search window.

  1. On the left navigation, click Discover Items.
  2. Click User Preferences.
  3. On the User Preferences screen, click Searching - Advanced to open the accordion.
  4. 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.
  5. 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
        • Edition
        • OCLC Number
        • Publisher
        • Publication Date
        • Format
        • Language of Work
        • Language of Cataloging
        • Cataloging Source
        • Authentication Code
        • Encoding Level
        • Held
        • WorldCat Holdings
        • Holding Audience Level
    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.
  6. Select the Sorting Method. The Sorting Method determines how your search results are listed.
  7. Select one or more Language(s) of Cataloging.
  8. Select a Source of Cataloging.
  9. 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.
  10. 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.
      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.
      2. Select the default index by enabling the Default radio button for the index. By default, the following indexes are selected:
        • All WorldCat: Author
        • 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 Go Back and repeat step 11 for the remaining search scope.
    3. Click Save.
  11. Click Save on the User Preferences screen.
  12. (Optional) Click Reset to apply the default preferences you selected.

Set search preferences for basic searches

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

 Note: After setting preferences in Data Type Options, Bibliographic Records, Local Bibliographic Data Records, and Local Holdings Records, click Reset Form to restore original default settings.

Set data type preferences

  1. Click Data Type Options.
  2. Select which data types appear in the Data Type drop-down list. By default, all data types are selected.
    • To disable a data type, deselect it in the Display column.
  3. Select the default data type by enabling the Default radio button for the data type. By default, Bibliographic Record is selected.
  4. Determine the order in which the data types appear in the Data Type drop-down list.
    • Click the up arrow to move a data type up and the down arrow to move a data type down in the list.
  5. Click Save.

Set bibliographic record preferences

  1. Click the Bibliographic Records tab.
  2. 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 by enabling the Default radio button for the search scope. By default, My Library Holdings is selected.
    • 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.
  3. For the first enabled search scope, click the search scope name and then select the following:
    • For Default Sorting Method, select how your search results are sorted.
    • For Index Display Order:
      • 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.
      • Select the default index by enabling the Default radio button for the index. By default, the following indexes are selected:
        • All WorldCat: Keyword
        • My Library Holdings: Keyword
        • My Group Holdings: Keyword
      • 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.
      • Click Back to Search Scopes and repeat steps 1-3 for the remaining search scope.
  4. Click Save.

Set local holdings record preferences

  1. Click the Local Holdings Records tab.
  2. For Display Information in Search Results:
    • Select preferences to control if LHR shared print and/or interlibrary loan (ILL) lending policy information display in LHR search results.
    • Enable or disable the display of both the related column and filter. By default, all options are selected.
      • Shared Print
        • Disable the Shared Print display option if your library does not record shared print commitments in WorldCat.
      • Lending Policy
        • Student workers or other non-ILL staff may disable the Lending Policy display option to avoid confusion with circulation loan policy.
  3. For Search Scope(s) for Local Holdings 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.
      • Audience- All Users
      • Audience- My Library Users
      • Audience- My Authenticated Users
      • Audience- My Library Staff
      • My LHRs (default)
      • Call Number Browse
    • 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.
  4. Click My LHRs. For Index Display Order:
    • 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.
    • Select the default index by enabling the Default radio button for the index. By default, the Call Number index is selected.
    • 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.
  5. Click Save.

Set temporary items preferences

The Temporary Items tab will show All search scopes for temporary items and will display by default. Title is the default index.