Skip to Main Content

WorldCat Discovery - Recommended Settings for PALNI Libraries

PALNI’s recommended settings for WorldCat Discovery

Search Defaults

WorldCat Discovery and WorldCat Local > Search Settings > Search Defaults

Our sort recommendations come from our 2019 usability testing on Discovery. You can read more about our findings in our Spring 2019 report. See the Recommendations section for the most detailed analysis.

OCLC also recommends using Best Match as the default sort as they continue to focus their efforts on refining this algorithm.

Recommended Settings

Default Grouping

Select default grouping for search results scoped to [your school name], and PALNI Libraries
Select default grouping for search results scoped to libraries worldwide

✔ Hide duplicates 
OR
✔ 
Group editions and formats

NOTE: Either of these options may be the right choice for your school, as search results are differently relevant for each. 

Default Sort

✔ Best Match

Don't forget to click the save button.

 

Search Expansion Settings

WorldCat Discovery and WorldCat Local > Search Settings > Search Expansion Settings

The ability to expand users' search queries using authority files was added in the April 2020 release of WorldCat Discovery. This allows users to discover relevant search terms to expand their search and perform a more effective search. 

Our initial testing revealed that the LCNAF Library of Congress Name Authority File found matches in ways that users were unlikely to have meant their searches and we recommend leaving that one turned off.

Recommended Settings

Related Terms

✔ Expand users' queries using authority data

✔ Expand query using authority data by default

✔ AAT Art & Architecture Thesaurus

✔ LCGenre Library of Congress Genres

✔ LCSH Library of Congress Subject Headings

✔ MeSH Medical Subject Headings

Make sure to scroll down past the Translated Terms options to hit the save button.

 

Search Expansion

Search Results Settings

WorldCat Discovery and WorldCat Local > Search Settings > Search Results Settings

Displaying Editions & Formats on brief results allow users to discover alternate versions of items held by your or others libraries.

These recommendations come from our 2019 usability testing on Discovery. You can read more about our findings in our Spring 2019 report. See the Recommendations section for the most detailed analysis.

Recommended Settings

Select which features appear on your WorldCat Discovery search results.

✔ Promote a single location

Display Editions & Formats links on search results

Don't forget to click the save button.