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User Interface Options

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Learn how to update your user interface display for WorldCat Discovery.

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.

Your WorldCat Discovery URL

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.

  • Institution Name: This name will appear in the "Libraries that own this item" line on the search results, in scoping drop-downs, and in the detailed item view where availability is shown. This name is configured in the Relevancy and Scoping module under Display name.
  • WorldCat.org Redirect: Toggle to automatically redirect WorldCat.org users to your WorldCat Discovery URL when they go to a record on www.worldcat.org.

 Note: Users must be IP authenticated to your institution.

General Display Settings

Select default search behavior

Choose whether or not to add full text to your default search behavior in WorldCat Local and WorldCat Discovery.

  • Search keyword index (default) - By default, searching from the search box in WorldCat Discovery will automatically apply the keyword index to any search terms entered.
  • Search keyword + full text index - If selected, WorldCat Discovery will automatically apply the keyword+full text (kf:) index to any search terms entered. This index returns the same search results as the keyword index with a small number of databases for which full text is indexed and is therefore searchable.

Display Course Reserves

If you are using WorldCat Discovery or WorldShare Management Services to manage Course Reserves, see Course Reserves in WorldCat Discovery Services.

Display shelf browse on detailed records

 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.

Branding & Customization

Customize WorldCat Discovery

WorldCat Discovery colors, custom text, and font colors are controlled by the below settings.

branding_config.jpg

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)

 Note: Classic WorldCat Discovery options are applicable to Course Reserves and Personal Lists pages. 

Customize My Account 

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_branding.png

I colori personalizzati del mio account sono controllati dalle impostazioni seguenti:

Number Setting Option Example
1 Search and fulfillment buttons
  • Buttons
  • Icons
  • Active Tab

il mio_account_ricerca_di_colore_di_appagamento.png
2 Header and footer color
  • Header and footer
3 Unvisited links    
  • Unvisited links    
  Visited links
  • Visited links
4 Navigational bar color
  • Navigational bar    
    • If a Navigational bar color has not been previously set, the default color 545454 (dark gray) is used.

Recommendations for color selections:

  • For header and footer, select a light color that best reflects your institution's main brand color.
  • For buttons and icons, select a dark color that coordinates or contrasts with the secondary color.
  • Based on the color selections, the text on the navigation bar will be either white or black. 
    • To test the white or black text:
      • In Configurazione servizio, selezionare il nuovo colore e salvare. Nella pagina Il mio account, aggiornare il browser per applicare il nuovo colore.
        • Pick a slightly darker color to change the text from black to white.
        • Pick a slightly lighter color to change the text from white to black.
  • Le icone di ordinamento vengono visualizzate in grigio quando non ci sono elementi da ordinare.
  • List headers have a white background and black text.

Guarda un video

Customize the user interface options for WorldCat Discovery

Run time: 8:22

This video describes the user interface options that may be configured to display in WorldCat Discovery.

 

Logo Settings

Campo Azione
Logo image URL

If your WorldCat Discovery currently does not have a logo image, or if you would like to replace the current logo image, provide a URL to an image of your institution’s logo.

Logo images must be in one of the following image formats:

  • .png
  • .jpeg
  • .tiff
  • .svg

     Note: When using a .svg file, set the width and height in the <svg> tag of the file. Failure to do so will result in the logo appearing in your Test URL, but it will not appear on the Discovery page.

The logo image cannot exceed 80 pixels in height and 275 pixels in width. Match the background color of this image to your logo background color to mimic a screen-width banner.

 Note: Images larger than this will automatically be resized.

For the best user experience, we recommend configuring a secure image (beginning with "https://”). If the logo image uses “http://” but your user is accessing your customized URL via a secured URL, the logo image will not display in the header. In this case, users will see your text from the Alt-text for the logo field in place of the logo image.

After adding your logo, click test URL to confirm your choice.
Home page URL Type the URL for the page where the user is sent when they click the logo image.
Logo alternative text

Type text that will appear when the cursor hovers over the logo.

 Note: Make sure that the colors used for Alt-text for the logo and Text to appear with logo are descriptive, and the colors are a good combination with the banner color.

Custom Links

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
Display Chat Widget?

Choose to enable the Display chat widget? toggle. When enabled, the chat widget will open in a new window when the link or chat area is clicked.

  • Enter the Chat code.
  • Enter the Display text to createa  custom label of your choice.
    • Optional. To include translated display text:
      1. Click Add Translations. The text is expanded to display additional fields.
      2. Select a Language from the drop-down list and enter Custom Text in the text field.
      3. Optional. Click Add Translations to add additional translations.
        • Translated language options include Arabic, Catalan, Czech, Dutch, English, French, German, Italian, Japanese, Korean, Maori, Portuguese, Simplified Chinese, Spanish, Swedish, Thai and Traditional Chinese.

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.

 Notes: 

  • If the chat widget is enabled, then the next custom link is automatically labeled Custom link 2
  • If the chat widget is disabled, then the first custom link is automatically labeled Custom link1
Collegamento personalizzato: Elenco dalla A alla Z

Create this link to allow patrons to discover electronic journals held within the WorldCat knowledge base.

  • Link type: Select other
  • URL: Use the URL as shown in WorldCat Discovery and WorldCat Local > A - Z List and OCLC Link Resolver. Enter the following URL format: http://[library].on.worldcat.org/atoztitles
  • Display text: Create a custom text label of your choice
    • Optional. To include translated display text:
      1. Click Add Translations. The text is expanded to display additional fields.
      2. Select a Language from the drop-down list and enter Custom Text in the text field.
      3. Optional. Click Add Translations to add additional translations.
        • Translated language options include Arabic, Catalan, Czech, Dutch, English, French, German, Italian, Japanese, Korean, Maori, Portuguese, Simplified Chinese, Spanish, Swedish, Thai and Traditional Chinese.
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.

  • Link type: Select remote access login
  • URL: Enter your library's proxy URL. Use this format if your library uses EZproxy: http://ezproxy.oclc.org/login?url=
    You might need to check Append current URL to the end of this link
  • Display text: Create a custom text label of your choice
    • Optional. To include translated display text:
      1. Click Add Translations. The text is expanded to display additional fields.
      2. Select a Language from the drop-down list and enter Custom Text in the text field.
      3. Optional. Click Add Translations to add additional translations.
        • Translated language options include Arabic, Catalan, Czech, Dutch, English, French, German, Italian, Japanese, Korean, Maori, Portuguese, Simplified Chinese, Spanish, Swedish, Thai and Traditional Chinese.

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.

Authentication Prompt for Restricted Content

A prompt will appear when a staff user attempts to view records in 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.

  • Message: Type a custom message about your authentication process. There is a 300-character limit in this field.   Note: Do not use line breaks, carriage returns or special characters.
    • Optional. To include translated display text:
      1. Click Add Translations. The text is expanded to display additional fields.
      2. Select a Language from the drop-down list and enter Custom Text in the text field.
      3. Optional. Click Add Translations to add additional translations.
        • Translated language options include Arabic, Catalan, Czech, Dutch, English, French, German, Italian, Japanese, Korean, Maori, Portuguese, Simplified Chinese, Spanish, Swedish, Thai and Traditional Chinese.
  • Remote login button text: This button will always take the user to the remote access link defined in the custom web links. There is a 70-character limit.
    • Optional. To include translated display text:
      1. Click Add Translations. The text is expanded to display additional fields.
      2. Select a Language from the drop-down list and enter Custom Text in the text field.
      3. Optional. Click Add Translations to add additional translations.
        • Translated language options include Arabic, Catalan, Czech, Dutch, English, French, German, Italian, Japanese, Korean, Maori, Portuguese, Simplified Chinese, Spanish, Swedish, Thai and Traditional Chinese.
  • Link text to unauthenticated searching: This link will only display when the user is attempting to view search results that have a mixture of restricted and unrestricted searching. There is a 120-character limit.
    • Optional. To include translated display text:
      1. Click Add Translations. The text is expanded to display additional fields.
      2. Select a Language from the drop-down list and enter Custom Text in the text field.
      3. Optional. Click Add Translations to add additional translations.
        • Translated language options include Arabic, Catalan, Czech, Dutch, English, French, German, Italian, Japanese, Korean, Maori, Portuguese, Simplified Chinese, Spanish, Swedish, Thai and Traditional Chinese.
  • Other links: Show other links, such as a link to the Advanced Search screen or previous screen.

Example of the default prompt text:

Default prompt text