WorldCat Discovery rollout plan
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Find a checklist of tasks necessary to perform in order to implement WorldCat Discovery.
☐ Attend WorldCat Discovery implementation sessions
☐ Review WorldCat Discovery self-paced training
- These training materials provide instructions on configuring your Discovery interface
☐ Assign WorldCat Discovery account roles
☐ Configure content and staff features
- ☐ Choose the default scoping level
- ☐ Choose the default sort on search results
- ☐ Configure the display of full-text links
- ☐ Configure licensed content and databases
- ☐ Review and update your IP addresses, including your EZproxy IP address
☐ Configure patron-facing features
- ☐ Set up your logo image
- ☐ Set up your custom links
- ☐ Use custom link 1 to set up your chat widget
- ☐ Use any custom link to set up your EZproxy / remote access login
☐ Set up the Advanced Search screen
☐ Configure WorldCat Discovery Search Settings
- ☐ Configure Search Defaults
- ☐ Configure Search Expansion Settings
- ☐ Configure Search Filters Settings
- ☐ Configure Alternative Subject Headings
- ☐ Configure Place Hold/Request Buttons
☐ Use the Search Box Generator to design a Discovery search box
☐ Join the discussion in the WorldCat Discovery Community Center
☐ Continue to review WorldCat Discovery release notes