Save Your Discovery and Catalogue Settings

The University of Melbourne is moving to a new library system.

If you have saved searches, saved records, a browsing history you’d like to keep, or books on request or hold, follow the relevant steps in this guide before 31 August.

Books currently on loan are automatically listed in the new library system.

You need to follow these instructions before 31 August. After this date you will no longer be able to access your saved searches, records, borrowing history or book requests or holds in the old system.

Save my ‘Saved Searches’ in Discovery

You need to follow these instructions before 31 August. After this date you will no longer be able to access your saved searches, records, borrowing history or book requests or holds in the old system.

  1. Start at the Library Home page on the Discovery tab, and click the Advanced Search link.

    Discovery tab on Library Homepage, with the Advanced Search highlighted

  2. Click Saved, then the Searches tab.

    The Searches tab

  3. Click your saved search, then copy the search logic.

    For more complex searches, click Advanced Search to easily view and copy the logic.

    Advanced Search

    Advanced Search fields

  4. Paste and save your search logic in Word, OneNote or other preferred text app. You'll refer to this in the next step.

  5. From 29 June access the new library search and manually rebuild your search by referring to the information you saved in the previous step.


Save my ‘Saved Searches’ in the Catalogue

  1. Start at the Library Home page on the Catalogue tab, then click on the Catalogue link.

    Catalogue tab on the Library Homepage, with the Catalogue link highlighted

  2. Click Login, select University Login, and log in to your account.

    University Login page

  3. Click Preferred Searches to view your saved searches.

    Preferred Searches highlighted

  4. Click on your saved search, then copy the search logic.

    Look for Search box terms and Limits (date, format, location).

    Search box terms and Limits (date, format, location)

    For more complex searches, click MODIFY SEARCH to easily view and copy the logic:

    MODIFY SEARCH

  5. Paste and save your search logic in Word, OneNote or other preferred text app. You'll refer to this in the next step.

  6. From 29 June access the new library search and manually rebuild your search by referring to this information you save in the previous step.


Save my records in Discovery

For best long-term use, export to a reference manager such as EndNote, Zotero, or a RIS file.

  1. Start at the Library Home page on the Discovery tab, and click the Advanced Search link.

    Discovery tab on the Library Homepage, with Advanced Search link highlighted

  2. Click Saved, then the Records tab.

    Records tab. with Saved button highlighted

    If you organised your saved records into folders, first click Projects and open the folder:

    Projects menu item highlighted

  3. Select your saved records and click Export.

    Showing records selected and the Export button highlighted

  4. Select your preferred export format and save the file.

    Export formats and save button


Save my records in the Catalogue

  1. Log in to your library account and navigate to My Lists.

    My Lists menu item highlighted, in library account

  2. Click to open a list.

  3. Export your records:

    • Select the records you want to include in the export
    • Select your preferred list format
    • Enter your email to receive the exported list
    • Click Submit.

    Export records options


Save my borrowing history in Catalogue

To save your borrowing history, you must have previously enabled ‘Borrowing History’ in Catalogue.

  1. Log in to your library account and navigate to Borrowing History

    Borrowing history highlighted in Catalogue

    Option 1: Use your Browser’s Print, Export as PDF, or Save as PDF function (usually found under the ‘File’ menu) to save the reading history record.

    Option 2: Use your mouse to Select (highlight) the list of items in the Reading History, then copy and paste into your preferred app, for example, MS Word, Google Docs, Excel (recommended for sorting), Notes.


Save my book requests or holds in Catalogue

  1. Log in to your library account and navigate to the Holds/Requests section

    Holds/Requests are only displayed in the menu if your account has one or more holds or requests.

    Holds/Requests section

  2. Copy or make a note of your listed requests and holds.

  3. From 29 June access the new library search and follow these steps to manually add the save information in the new system:

    • Find the record using Library Search

    Library Search

    • Click Request  to open the REQUEST form.
  4. Complete the relevant information, then click Send Request.

    Request form