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Set institution settings

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Discover the available institution setting types and options in WorldShare Record Manager.
  • You must have the Cataloging ADMIN role assigned to your account to view and edit Institution Settings in WorldShare Record Manager.
  • Settings displayed depend on your library's configuration. Example: If you're a WMS library but decided not to use audience levels, the section for WorldCat holdings audience levels will not display.
  • As soon as a change has been made, the Discard changes button will display, allowing you to undo your changes if desired. 

Livelli di audience posseduti WorldCat

Use the audience level settings to determine which audience levels staff can assign to their collections and what appears in the relevant dropdown lists. They also determine the default audience level. 

Only audience levels that are enabled in the institution settings will show up on the pages where they can be assigned or modified. For more information on the areas these settings affect, see WorldCat holdings audience levels.

  1. Nella barra di navigazione a sinistra, fare clic su Impostazioni istituto.
  2. Under Audience levels, use the checkboxes to specify whether you want each audience level to be displayed as an option for bibliographic records or LHRs.

     Note: You cannot set an audience level for LHRs without setting it for bibliographic records.

  3. (Facoltativo) Utilizzare la colonna Selezione predefinita per scegliere un livello di audience predefinito per record bibliografici e LHR diversi da Tutti gli utenti.

LHR change history

 Note: It may take some time for LHR updates to be reflected in the LHR change history table. If the change history for a LHR is very large, only the most recent changes will be displayed.

  1. From the left navigation, click Institution Settings.
  2. From LHR change history:
    • Select the Display LHR History check box to display the LHR change history table in the details of a LHR.
    • Select the Retain user information check box if you would like the LHR change history table to retain and include user information.

       Note: Disabling Retain user information will delete all user information regarding LHR/Item History that was previously stored. This data cannot be restored after the function is disabled. If you re-enable this option in the future, the data will be saved from that point forward.

  3. Fare clic su Salva per applicare le modifiche.

For more information on the LHR change history, see View LHR change history.

Miscellaneous settings

Filtra automaticamente l'elenco delle copie selezionate nella sede

È possibile abilitare questa opzione per filtrare automaticamente l'elenco di copie LHR visualizzato nella schermata Copie solo su quelle nella sede selezionata durante l'accesso a WMS o quando si modifica la biblioteca predefinita della sede. Per ulteriori informazioni sulla schermata Copie e su come visualizzarla, vedere Visualizzare le copie di proprietà del proprio istituto.

 Nota: 

  • Questa funzione si applica solo alla schermata Copie se visualizzata in modalità di visualizzazione testo LHR .
  • Abilitando questa opzione verrà applicata a tutti gli utenti del proprio istituto. Si applica anche ai flussi di lavoro in Acquisizioni e circolazione.
  1. From the left navigation, click Institution Settings.
  2. Under Miscellaneous, enable the checkbox for Pre-filter copies list based on selected branch from login screen.

The filters you have selected will persist during the current session until you either reset the filters or choose a new filter.