hat’s new in destiny 10 · pdf file... and purchase price ﬁ elds when transferring ......

W hat’s New in Destiny 10.0

© 2011 Follett Software Company

Destiny 10.0 FeaturesWelcome to Destiny® 10.0. This new version incorporates many of your suggestions, and we’re confi dent you’ll fi nd that the enhanced features and functions of Destiny 10.0 meet all your database needs. This document introduces you to the Destiny 10.0 features available for Destiny Library Manager™, Destiny Textbook Manager™, and Destiny Asset Manager™. The improvements include the following:

Destiny Quest Mobile App: Browse your library catalog remotely and perform other functions within Destiny Quest through smart phones and mobile devices.

My Quest: Manage recommendations and MyQuest comments more easily and experience an improved view of Updates.

TitlePeek: Add your own local cover title images for items TitlePeek does not have covers for.

Holds: Notify patrons that the item they placed on hold is ready by printing or emailing them a notice.

Consumables: Track lab manuals, study guides, workbooks, and other materials students are not expected to return.

Transfers: Retain budget category, order number, and purchase price fi elds when transferring unbarcoded copies, and send notifi cations to multiple email addresses when transferring textbooks or assets.

Overdue Materials: Address notices regarding library materials and textbook to the Parent or Guardian of your patrons. Send notices to one or both email addresses from a patron’s record.

Asset fi nes: Assign fi nes for lost or damaged asset items.

This document provides a brief description, along with step-by-step instructions, if applicable, of the new and updated features and functions. It also notes the permissions and access levels required to access the updated functionality.

We’re delighted that you are a Follett Software customer, and we look forward to providing you with training and services to help you fully optimize your product experience.

What’s New in Destiny 10.0


Table of Contents

All ProductsImproved Administration of Patron Data Loads .........................................................................................3Multiple Currencies ...................................................................................................................................5Updated Follett Remote to Support Mac OS 10.7 Lion ............................................................................7Patron Import Converter for Mac OS .......................................................................................................9Report Builder Column Changes ........................................................................................................... 11

Library ManagerDestiny Quest Application for Mobile Devices .........................................................................................15Improved Ability to Manage Recommendations and ..............................................................................17MyQuest Comments ...............................................................................................................................17Improved View of Updates in MyQuest ...................................................................................................19Show LOST instead of OUT for lost items in Quest ................................................................................21Show/Hide Option for Quiz Info Tab in Quest Title Details ......................................................................23Improved Ability to Restrict Access to Comments Feature ....................................................................25Barcode Retained on Deleted Copies With Lost Fine .............................................................................27Improved Support for Citations ...............................................................................................................29Improved Display of Fine Notes in Fine History ......................................................................................31Improved Display of Call Number in Search Results ..............................................................................33Overdue Notice Address Options ............................................................................................................35Printing Receipts for Refunds .................................................................................................................37Allow Patrons to Delete Their Own Holds ...............................................................................................39Top 10 Titles List Includes Non-Book Checkouts ....................................................................................41Added Ability to Customize Top 10 Titles to a Call Number Range .........................................................43Option to Print or Email an Individual Ready Hold Alert ..........................................................................45Overdue Notice Email Address Options ..................................................................................................47Require Note on Refund .........................................................................................................................49Ability to Add or Replace Cover Title Images in TitlePeek (TitlePeek Subscribers Only) ........................51Support for RDA (Resource Description and Access) Cataloging Standards .........................................53

Digital Content SubscriptionsNew Limiter Options in WebPath Express ..............................................................................................57Standards Improvements .......................................................................................................................59New Fountas and Pinnell Reading Program Service ..............................................................................61


Textbook ManagerClass Schedule Improvements ...............................................................................................................65Checking Out Consumables ...................................................................................................................67Add Copy—Barcode Entry Validation ......................................................................................................71Barcode Retained on Deleted Copies with Lost Fine .............................................................................73Data Retained During a Transfer ...........................................................................................................75Incoming Transfers Email Address Options ...........................................................................................77Overdue Notice Address Options ............................................................................................................79Overdue Notice Email Address Options .................................................................................................81Require Note on Refund .........................................................................................................................83Printing Receipts for Refunds ................................................................................................................85Checked-Out Textbooks Appear in Destiny Quest ..................................................................................87

Asset ManagerAsset Fines .............................................................................................................................................91Incoming Transfers Email Address Options ...........................................................................................93Asset Renewals ......................................................................................................................................95

What’s New in Destiny 10.0 1


All Products


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All Products

Improved Administration of Patron Data Loads

Feature DescriptionThis feature allows you to schedule patron updates to run automatically. Note: this feature is not available for customers on a hosted environment or for customers in a consortium.

Feature Information:To schedule a patron update:

1. Log in as a District User.2. Navigate to Back Offi ce > Update Patrons > Schedule subtab.3. Click the New Update button.

From this screen, you can schedule the day(s) of the week and time(s) you would like to run the update. For each day of the week that you schedule an update, select between a full or incremental update.

You can temporarily disable the scheduled updates by selecting Disable Patron Update.

Access Level:District Level UserPermission: Manage Patrons for the District

Importance:This enhancement allows you to schedule patron updates interactively rather than manually creating, scheduling, and maintaining batch processes to load patron updates.

Additional Resources:“Schedule a Patron Update” online Help article“Schedule a Patron Update” onscreen Help


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All Products

Multiple Currencies

Feature Description:The list of international currencies supported by Destiny dramatically increases in Destiny 10.0. The Region Format feature offers 21 options for displaying dates, times, and numbers in Destiny. The Fine Currency feature includes 105 international currencies.

Feature Information:Region Format and Fine Currency are district settings. Region Format controls the display format for dates, times, and numbers and Fine Currency controls fi nes.

To change the format of dates, times, and numbers based on region for the entire district:

• Access the Destiny district home page.• Log in as the Destiny Administrator.• Click the Setup button in the upper right corner of the screen.• Ensure that the Site subtab is selected.• Click the Edit icon adjacent to District. • Locate the Region Format drop-down list.• Select the appropriate region format from the list.• Click Save.


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To change the fi ne currency for the entire district:

• Access the Destiny district home page.• Log in as the Destiny Administrator.• Click the Setup button in the upper right corner of the screen.• Ensure that the Site subtab is selected.• Click the Edit icon adjacent to District. • Locate the Fine Currency drop-down list.• Select the appropriate currency from the list.• Click Save.

Please note the following:

• There is no conversion of fi ne amounts or copy prices. If you have multiple currencies for fi nes and copy prices, you need to enter the appropriate fi ne values for lost copies.

• To change the currency setting, you must have exclusive access to the Destiny database. No other users can be logged in and no other processes can be running.

• Reports may now use international currencies as values. However, reports that display totals containing a mix of copy/title level currencies always display the Region Format for the currency, even if the copy/title level currencies are the same.

Access Level:Destiny Administrator

Importance:Districts can choose one of more than 100 different international currencies for fi nes and 21 options for the display of dates, times, and numbers based on regional preference.



All Products

Updated Follett Remote to Support Mac OS 10.7 Lion

Feature Description:Follett Remote is now compatible with Mac OS X Lion.

Feature Information:

Access Level:Site Administrator, Library Administrator, Staff

Importance:You can now use Follett Remote on your Mac OS 10.7 workstations..


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All Products

Patron Import Converter for Mac OS

Feature Description:The Patron Import Converter is now compatible with newer versions of the Mac OS.

Feature Information:To run the Patron Import Converter successfully on a Mac, you must run Mac OS X with Java 1.6.

Access Level:District User

Importance:You can now run the Patron Import Converter on your Mac workstations.

Additional Resources:“Run Patron Import Converter (MAC)” online Help article


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All Products

Report Builder Column Changes

Feature Description:To make important enhancements to features that affect international Destiny customers, it was necessary to modify two internal columns: Patron Status and Copy Status. These changes may affect some of your previously saved Report Builder reports.

Feature Information:If you saved a report (prior to upgrading to Destiny version 10.0) that contains the patron or copy status fi eld, you may receive a column error message when you try to run or edit the report, as displayed in the screenshots below.

Follow the steps below to update and correct the columns in the report:1. From the list of saved Report Builder reports, click the Edit icon next to the report you need to update.2. On the Step 1 screen, reselect the Status option.3. Click the next arrow through the remaining steps of the report setup.

• Please note: If the Status option is used in any of the subsequent steps, such as Report Limiters, the limiter is removed unless you set the limiter again. An error message does not display.

4. Save and run the report.

You can now run or edit the report without error.

Report Builder reports that may be affected follow:• Patron Reports: General Information, Transaction Summary, Current Checkouts, Current Fines/Refunds, Current

Holds/Bookings• Library Reports: Library Reviews, Library Copies• Textbook Reports: Textbook Classes• Media Copies


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Access Level:Site Administrator, Library Administrator, Textbook Administrator, Asset AdministratorPermission: One or more of the following—Generate textbook collection reports, add/edit/delete Report Builder—textbook reports, Generate library collection reports, Add/edit/delete Report Builder—library reports, Generate asset reports, Add/edit/delete Report Builder—asset reports

Importance:Report Builder reports affected by the necessary feature enhancements will be ready to run again once you follow the simple procedure to update the columns.



Library Manager

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Library Manager

Destiny Quest Application for Mobile Devices

Feature Description:Destiny Quest now has a mobile application designed for students.

Feature Information:The Destiny Quest mobile application is available to customers on Library Manager version 10.0. The apps are available for Android (v. 2.1, 2.2, and 2.3 for phones and v. 3.0, 3.1, and 3.2 for tablets) and iOS (v. 4.2 and higher, second generation iPod Touch and greater, iPhone 3G and later, and all iPads), in their respective app stores.

To enable the app for students:• Enable external access to Destiny.

• Enable Destiny Quest.

• Ensure that patrons know the library URL.

• Ensure that patrons use their individual login for maximum utilization.

Access Level:AllPermissions: Search Using Destiny Quest

Importance:Students can remotely browse the library catalog, place items on hold, save books to resource lists, view their account information, access their bookshelf, write reviews, and more using their smart phones and mobile devices.

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Library Manager

Improved Ability to Manage Recommendations and MyQuest Comments

Feature Description:Administrators have enhanced abilities to manage Recommendations and MyQuest conversations. In addition, one access level permission was renamed and a second was revised to refl ect their functions more accurately.

Feature Information:The former access level permission Approve/edit/delete recommendations has been changed to Process unapproved recommendations to indicate more accurately what the permission controls.

The Moderate MyQuest conversations permission has been replaced by the permission Manage recommendations and MyQuest comments. This permission controls the ability to manage recommendations and MyQuest comments.

An administrator with the proper rights can manage recommendations and MyQuest conversations for patrons in two ways.

The fi rst method is on the Patron Status screen for individual patrons.

• Navigate to the Circulation tab > Patron Status option and search for a patron.

• Click on the Manage button in the Recommendations and MyQuest comments section.

• Click the Hide button next to any recommendation that you would like to hide. The button changes to a Show button, which you can click if you later decide to show the function.

• Click the More button next to any MyQuest comments that you choose to manage. Click the Hide All button to hide the whole conversation or the Hide button to hide an individual line of the conversation.

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The second option is to delete recommendations or MyQuest comments on a batch basis from the Update Patrons screen.

• Navigate to the Back Offi ce tab > Update Patrons option > Delete subtab.

• From the Delete drop-down list, select either the MyQuest Comments or Recommendations option.

• From the Based on drop-down list, select Global criteria, Barcode list or fi le, or List of patrons based on how you would like to delete the comments or recommendations.

• Depending on what you chose above, make the appropriate selections. Click on Preview to run a preview report or Delete All to complete the update.

Access Level:Site Administrator, Library AdministratorPermissions: Process unapproved recommendations, Manage recommendations and MyQuest comments

Importance:These new administrative functions allow you to manage the recommendations and MyQuest comments of your patrons.



Library Manager

Improved View of Updates in MyQuest

Feature Description:Students viewing the MyQuest Updates screen can expand or collapse their view by clicking the arrow next to the section title.

Feature Information:Clicking the arrow adjacent to the date of the MyQuest Updates allows students to expand or collapse the update view.

Access Level:AllPermission: Participate in MyQuest

Importance:The ability to expand or collapse MyQuest Updates by date range allows students to navigate quickly between posts.

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Library Manager

Show LOST instead of OUT for lost items in Quest

Feature Description:Materials marked as lost are marked as LOST in Destiny Quest (formerly the display showed OUT if the only copy of the material was lost).


Access Level:AllPermission: Search Using Destiny Quest

Importance:Patrons can quickly identify that a title is lost without asking for more information.

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Library Manager

Show/Hide Option for Quiz Info Tab in Quest Title Details

Feature Description:If a title is not associated with reading program quizzes, the Quiz Info tab does not display in Destiny Quest.


Access Level:AllPermission: Search Using Destiny Quest

Importance:The Quiz Info tab is not necessary if a title record does not have a reading program quiz associated with it. Hiding the Quiz Info tab for titles without associated program quizzes prevents the display of a blank screen and avoids patron confusion.

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Library Manager

Improved Ability to Restrict Access to Comments Feature

Feature Description:A new access level permission was added that allows you to restrict patrons from making comments on recommendations in Classic Destiny and restricts non-friends from making recommendations in MyQuest.

Feature Information:The new access level permission Allow comments on recommendations is on by default if the parent permission Recommend titles to other users is selected. If the parent permission is not selected, patrons can’t add comments when recommending a title.

To restrict access to the comments feature while still allowing patrons to recommend titles to other patrons:• Navigate to Back Offi ce tab > Access Levels option > Patrons subtab.• In the Self-Empowered Patron Access section, uncheck the Allow comments on recommendations option.

Access Level:Site Administrator

Permission: Allow comments on recommendations

Importance:You can choose to allow patrons to recommend titles to other users. Patrons cannot add comments on recommendations without being able to recommend title to other users.

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Library Manager

Barcode Retained on Deleted Copies With Lost Fine

Feature Description:Library Manager retains barcodes on copies with associated fi nes even when a copy or a title is deleted.

Feature Information:When a title or copy is deleted, Destiny retains the copy barcode. So you can identify fi nes still associated with deleted copies, the Fines and Patron Status screens indicate a deleted copy with the phrase Copy Deleted <barcode>. This information also appears on the following reports: • Current Checkouts/Fines• Fine History

Access Levels:Site Administrator, Library AdministratorPermissions: Manage titles: Delete, Manage Copies: Delete

Importance:More information is available for deleted copies that have fi nes.

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Library Manager

Improved Support for Citations

Feature Description:Library Manager now has citation templates for electronic books, computer fi les, maps, manuscripts, music (printed), recordings (musical), recordings (non-musical), digital resources, and pictures.

Feature Information:You or your patrons can create a citation list of titles in a resource list in Library Manager Classic or Destiny Quest by:• Opening the resource list.• Selecting Citation List from the drop-down list at the bottom of the screen.• Clicking Go!.

Access Level: AllPermissions: Access My Lists for library

Importance:The addition of these citation templates allows patrons to create citation lists for a variety of material types.

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Library Manager

Improved Display of Fine Notes in Fine History

Feature Description:Fine notes display when you view the Fine Details after a fi ne is waived or paid.

Feature Information:In addition to viewing fi ne notes by hovering over the notes icon on the Fine History screen, you can now view fi ne notes entered for fi nes that have been paid or waived when you click on the Details button on the Fines screen.

Access Levels:Site Administrator, Library Administrator, StaffPermission: View library fi nes

Importance:In addition to offering another method to view fi ne notes from the Fine History screen, this new feature enables easy printing of fi ne notes.

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Library Manager

Improved Display of Call Number in Search Results

Feature Description:An item’s call number is now labeled in the Search Results for Destiny Classic. Destiny Quest already has prominent call numbers.

Feature Information:To enable patrons conducting a catalog search to locate the call number more easily, the call number is now labeled on the Search Results screen.

Importance:The call number is easier for patrons to identify on the Search Results screen.

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Library Manager

Overdue Notice Address Options

Feature Description:You can now address overdue notices to a patron’s parent or guardian by selecting the option To the Parent or Guardian of:.

Feature Information:To create an overdue notice that is addressed to a patron’s parent or guardian:

• Navigate to the Reports tab > Library Reports or Patron Reports option. • Click the Current Checkouts/Fines reports hyperlink.• In step 1, select the appropriate options. • Select Format: Notices. • Continue to step 2 and select appropriate options.• Continue to step 3. • Select the Address Label: To the Parent or Guardian of: Patron’s Name checkbox.• Click either Save Setup or Run Notices.

Access Level:Site Administrator, Library Administrator, StaffPermission: Generate library collection reports

Importance:You can send notices about overdue books or fi nes To the Parent or Guardian address when you set up the notice, which eliminates addressing notices to the wrong person.

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Library Manager

Printing Receipts for Refunds

Feature Description:After you issue a refund to a patron and click Update, Destiny no longer removes the refund automatically. Instead, a message appears asking whether you want to clear the fi ne/refund or print a receipt.

Feature Information:You can print a receipt that shows a refund by clicking the Print It! button on the Fines screen.

Access Level:Site Administrator, Library AdministratorPermission: View library fi nes: Add, Pay, Waive, and Delete

Importance:You no longer have to worry about manually deleting refunds because a message prompts you to delete the refund or print a receipt.

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Library Manager

Allow Patrons to Delete Their Own Holds

Feature Description:Patrons can manage their own holds, interlibrary loans (ILL), and reserves with the appropriate access level permissions in Destiny Classic.

Feature Information:A new access level permission allows patrons to delete their own holds and reserves regardless of whether the patron or a librarian placed them. This permission is off by default; to activate this permission:• Navigate to Back Offi ce tab > Access Levels option > Patrons subtab.• Under the Self-Empowered Patron Access section, select the Delete holds and reserves for self option

Once this function is enabled, a patron can delete a hold by clicking on the trash can icon adjacent to the hold, reserve, or ILL.

Access Level:AllPermission: Delete holds and reserves for self

Importance:Patrons now have the added convenience of deleting their own holds, reserves, and ILLs rather than having to contact a librarian.

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Library Manager

Top 10 Titles List Includes Non-Book Checkouts

Feature Description:You can choose which material types to include in the Top 10 Titles list in Destiny Classic and Destiny Quest.

Feature Information:By default, Library Manager now includes all material types in the Top 10 Titles list. To remove a material type from the list:• Navigate to the Back Offi ce tab > Site Confi guration option > Catalog subtab.• Scroll to the Top 10 Titles section. • Click the Update button adjacent to Count circulations of these material types: All Material Types. • Uncheck the checkbox next to the material type(s) that you do not wish to appear in the Top 10 Titles list. • Click the OK button to save changes.

Access Level:Site Administrator, Library AdministratorPermission: Manage Site Administration Options

Importance:This feature allows you the fl exibility to customize the Top 10 Titles for your site. Note: The options you select do not affect the Top Title Statistics report.

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Library Manager

Added Ability to Customize Top 10 Titles to a Call Number Range

Feature Description:You can limit the Top 10 Titles list to titles in a specifi c call number range. For example, if you want to display the top 10 biographies checked out in the last month, you could specify the call number range for biographies.

Feature Information:To limit the Top 10 Titles list to a specifi c call number range:• Navigate to the Back Offi ce tab > Site Confi guration option > Catalog subtab.• Scroll to the Top 10 Titles section. • Select the Count circulations of this call number range option. • Fill in the From and to fi elds with the call number range you would like to include.• Fill in the displayed as fi eld if you would like to add a title to the Top 10 List based on the call number range you

chose.• Click the SAVE button to save changes.

Access Level:Site Administrator, Library AdministratorPermission: Change library site preferences

Importance:Offering the fl exibility of customizing the Top 10 List to a call number range gives you the ability to highlight specifi c types of titles in your collection.

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Library Manager

Option to Print or Email an Individual Ready Hold Alert

Feature Description:You can print or email a Ready Hold Notice when a pending hold item is checked in.

Feature Information:When an item that is on hold for another patron is checked in, a message displays with links to print or email that patron a Ready Hold Notice. The patron’s record must include an email address for the link to appear.Please note: In order for the email link to appear, you must have sent some type of email message from Destiny in the past at least once.

Access Level:Site Administrator, Library Administrator, StaffPermission: Check in library materials

Importance:Printing or emailing a Ready Hold Notice as soon as an item is checked in allows you to notify a patron quickly and conveniently that a hold is ready. This feature is in addition to the ability to run a Hold Notices report.

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Library Manager

Overdue Notice Email Address Options

Feature Description:You now have the option to send overdue notices to one or both, if applicable, email addresses in a patron’s record.

Feature Information:To create and send an overdue notice via email: • Navigate to the Reports tab> Library Reports or Patron Reports option. • Click the Current Checkouts/Fines reports hyperlink.• In step 1, select the appropriate options. • Select Format: Notices. • Continue to step 2 and select appropriate options.• Continue to step 3. • Select the Distributed: Via eMail checkbox.• Complete the Display name and Email fi elds.• Select the radio button adjacent to Email 1 and Email 2, Email 1, or Email 2. • Click either Save Setup or Run Notices.

Access Level:Site Administrator, Library Administrator, StaffPermission: Generate library collection reports

Importance:Patrons with multiple email addresses may not check all of them on a regular basis. Sending overdue notices to multiple email addresses helps ensure that patrons receive the notice in a timely manner.

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Library Manager

Require Note on Refund

Feature Description:Your site can require that staff add a note of explanation when issuing a refund.

Feature Information:To require that staff add an explanatory note when giving a refund: • Navigate to the Back Offi ce tab> Site Confi guration option > Circulation subtab. • Select the Require explanation when issuing library refunds checkbox. • Click Save.

Access Level:Site Administrator, Library AdministratorPermission: Change library site preferences

Importance:To ensure that you know the reason an assessed fi ne has been refunded, you can set up your site to require that staff add an explanatory note when issuing a refund.

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Library Manager

Ability to Add or Replace Cover Title Images in TitlePeek (TitlePeek Subscribers Only)

Feature Description:As a TitlePeek subscriber, you can add your own scanned image to replace an existing TitlePeek title or a title for which TitlePeek has no cover image.

Feature Information:To add or replace a cover image, click the Image button from the Title Details screen. Click the Browse button to upload your image. The supported fi le formats are .jpg, .jpeg, .png, and .gif.

Access Level:Site Administrator, Library AdministratorPermission: Manage copies: edit

Importance:With the option to add an image to TitlePeek titles that don’t have cover images or replace an image for any TitlePeek title, you can enhance your patrons’ catalog search experience.

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Library Manager

Support for RDA (Resource Description and Access) Cataloging Standards

Feature Description:Functional improvements have been made for future support of new RDA cataloging standards. This includes enhancements to fi xed fi eld support (008) and the display of RDA tags in Title Details. Library Manager also supports 33x tags in import and in the MARC Editor.

Feature Information:Drop-down lists allow you to edit the data in the 008 tag for an Authority Record by following strict rules. In other tags, such as the 100, you can manually enter data but the subfi elds that you add are strictly enforced.

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You can add the new 33x tags. The data for allowed contents is strictly controlled and built from a list provided by the Library of Congress.

Access Level:Library AdministratorPermission: Manage authority

Importance:These enhancements prepare for future RDA cataloging standards and provide more direction for editing Authority Records.



Digital Content Subscriptions

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DCS

New Limiter Options in WebPath Express

Feature Description:WebPath Express has more options for searching.

Feature Information:The new fi lters are: Topic, Format, Grade Level (PreK–2, 3–5, 6–8, and 9–12), Source, Domain, and Language. Material type icons and language now display in the search results.

Access Level:AllPermission: Search WebPath Express

Importance:The new fi lters in WebPath Express allow patrons to refi ne their searches further.

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DCS

Standards Improvements

Feature Description:The Standards Search now has the following standards:• AERO• Canadian Provinces• Puerto Rico• ISTE (Nets for Students)• NCTE (Standards for the English Language Arts)• NSTA (National Science Educational Standards)• Common Core

Feature Information:To search for standards, including the newly added standards:Navigate to the Catalog tab > Standards Search option.Search or Browse the Standards by selecting the desired standards option.

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Please note: On the Standards Search screen, the For drop-down menu lists the source of the available standards. Additionally, some standards sources are found in the Subject drop-down menu as a subcategory of the selected standards source in the For menu. For example, to search using ISTE, NCTE, or NSTA standards, select National Standards from the For drop-down menu, and then select the appropriate standards from the Subject drop-down menu. Standards for Puerto Rico are found under United States Holdings.

Access Level:Site Administrator, Library Administrator, Staff, TeacherPermission: Search Standards

Importance:You and your patrons now have more Standards searching options.



DCS

New Fountas and Pinnell Reading Program Service

Feature Description:You can subscribe to a new site-based service that provides Fountas and Pinnell levels of titles in the Fountas and Pinnell collection.

Feature Information:To set up the Fountas and Pinnell Reading Program Service:• Navigate to the Back Offi ce tab > Site Confi guration option > Site Info subtab.• Select Use Fountas and Pinnell. • Click the Save button.

The Fountas and Pinnell levels appear in the Additional Info section of the Title Details screen.

Access Level:Site Administrator, Library AdministratorPermission: Change Library Site Preferences

Importance:Previously, you could allow patrons to search by Fountas and Pinnell Reading program levels. The new Fountas and Pinnell subscription service populates Fontas and Pinnell data within Library Manager.


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Textbook Manager

64




Textbook Manager

Class Schedule Improvements

Feature Description:Destiny 10.0 resolves issues related to use of student information system extracts to update class schedule and textbook association uploads. Previous versions encountered problems when students with outstanding checkouts were removed from a section via the XML update.


Access Level:Destiny Administrator, Site Administrator

Importance:With this feature update:• Students can be removed from a section via the XML update without removing the section-linked checkouts. In

previous versions, students with section-linked textbook checkouts could not be removed.• Students can be transferred to a different section of the same class via the XML update. In previous versions,

students with section-linked textbook checkouts could not be moved.• Students can be dropped from a section and the section link is removed. • Textbooks can be checked out to a student via checkout To Patron before the student is enrolled in a class and

before the class schedule is loaded without an issue.

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Textbook Manager

Checking Out Consumables

Feature Description:Consumables, such as lab manuals, study guides, workbooks, and other materials students are not expected to return at the end of a class term, can be checked out for tracking purposes.

Feature Information:You can now classify textbooks as consumables in Textbook Manager and check them out to patrons. When adding these textbooks to the system, enter the copy count instead of assigning barcode numbers to the items.

To designate material as a consumable from the Title Details screen:

• Click the Edit Title button.• Select the appropriate material type from the Instructional Classifi cation drop-down list. • Ensure that (consumable) appears in the Instructional Classifi cation fi eld. Click the Other button adjacent to

Instructional Classifi cation if (consumable) does not appear.• Click the Edit icon adjacent to the material type you want to classify as a consumable. • Select the Are consumable option.• Click Save.• Select the appropriate material type from the Instructional Classifi cation drop-down list. • Scroll to the bottom of the screen and click Save Title.

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Although the only required fi eld to add copies is Number of Copies, reports are more accurate and useful if all fi elds are complete.

To allow consumable to circulate: • Navigate to the Back Offi ce tab> Site Confi guration option > Circulation subtab. • Select the Allow consumable textbooks to be checked out checkbox. • Click Save.

You can check out a consumable to your patrons in two ways. After you have searched successfully for a patron, from the Check Out Text screen, choose option 1 or 2.

Option 1• Type the title of the consumable into the Find fi eld.• Click the Find Copy button.• Click the Check Out button adjacent to the consumable.

Option 2• Click the View Classes button.• Click the Check Out button adjacent to the consumable.



Textbook Manager

You can check in a consumable by using the Circulation tab > Patron Status option if a student switches classes early in a term.

At the end of a semester or school year, the system runs a job in the background and deletes all checked-out consumables from a patron’s record and deletes the consumable from the inventory of textbooks.

Consumables appear in the following reports:• Textbook Status Report • Textbook Title and Copy List• Current Checkouts/Fines• Textbook Checkout Summary• Student to Textbook Statistics

Access Level:Site Administrator, Textbook Administrator, StaffPermission: Check out textbook, Check in textbook

Importance:Checking out consumables allows you to track the number available and associated costs.

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Textbook Manager

Add Copy—Barcode Entry Validation

Feature Description:If the barcode length of copies you are adding to Textbook Manager does not match the Preferred Barcode Symbologies, one of two warning messages appears indicating that the entered barcode is invalid.

Feature Information:If you receive either warning message, the barcode does not match the selected symbology, so you will need to ensure the correct barcode length is entered into the Starting Barcode fi eld.

If the barcode symbology is defi ned as Follett Classic and a starting barcode with a different symbology is entered, the message received is as follows:

However, if the symbology defi ned is other than Follett Classic and a starting barcode with a different symbology is entered, the message presented is:

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Access Level:Site Administrator, Textbook Administrator, StaffPermission: Manage textbook copies: Add

Importance:A warning message appears when you add two or more copies if the barcodes do not match the length specifi ed in Site Confi guration. Correcting the barcode at this time eliminates the need to delete copies later that do not match the correct barcode length.



Textbook Manager

Barcode Retained on Deleted Copies with Lost Fine

Feature Description:Textbook Manager retains barcodes on copies with associated fi nes even when a copy or title is deleted.

Feature Information:When a title or copy is deleted, the copy title and barcode are retained. The Fines and Patron Status screens indicate a deleted copy with the phrase Copy Deleted <barcode>. This information also appears on the following reports:• Lost Textbooks and Fines• Current Checkouts/Fines• Fine History

Access Level:Site Administrator, Textbook AdministratorPermission: Manage titles: Delete, Manage Copies: Delete

Importance:More information is available for deleted copies that have fi nes.

74




Textbook Manager

Data Retained During a Transfer

Feature Description:Budget category, order number, and purchase price information may be included on a transfer import fi le. These fi elds are retained during a textbook transfer even when barcodes are assigned to the unbarcoded copies.


Access Level:Site Administrator, Textbook Administrator, StaffPermission: Transfer/Receive Textbooks, Receive textbook copies without barcodes

Importance:Budget category, order number, and purchase price information in an import fi le are now retained during a textbook transfer when unbarcoded copies are assigned a barcode.

76




Textbook Manager

Incoming Transfers Email Address Options

Feature Description:You can send an email notifi cation to multiple email addresses when transferring textbooks between sites.

Feature Information:To set up multiple email addresses for transfer notifi cation: • Navigate to the Catalog tab> Transfer Textbook option > Notices subtab. • In the Attention fi eld, enter the name of a person you want to receive notifi cation.• In the Email fi eld, enter the person’s email address. • Use the Test Email button to send a test email to the receiver’s email.• Click the Add button to save the email address.• Repeat the process to add the email addresses of others you wish to notify.

Access Level:Site Administrator, Textbook Administrator, StaffPermission: Transfer/Receive Textbooks, Receive textbook copies without barcodes

Importance:Sending notifi cation of a textbook transfer to multiple email addresses eliminates relying on one person, who may have other responsibilities or be off-site, to receive the transferred textbooks.

78




Textbook Manager

Overdue Notice Address Options

Feature Description:You can address overdue notices to a patron’s parent or guardian by selecting the option To the Parent or Guardian of:.

Feature Information:To create an overdue notice addressed to a patron’s parent or guardian: • Navigate to the Reports tab> Textbook Reports or Patron Reports option. • Click the Current Checkouts/Fines reports hyperlink.• In step 1, select the appropriate options. • Select Format: Notices. • Continue to step 2 and select appropriate options.• Continue to step 3. • Select the Address Label: To the Parent or Guardian of: Patron’s Name checkbox.• Click either Save Setup or Run Notices.

Access Level:Site Administrator, Textbook AdministratorPermission: Generate textbook collection reports

Importance:You can send notices about overdue textbooks or fi nes To the Parent or Guardian address when you set up the notice, which eliminates addressing notices to the wrong person.

80




Textbook Manager

Overdue Notice Email Address Options

Feature Description:You have the option to send overdue notices to one or both, if applicable, email addresses in a patron’s record.

Feature Information:To create and send an overdue notice via email: • Navigate to the Reports tab> Textbook Reports or Patron Reports option. • Click the Current Checkouts/Fines reports hyperlink.• In step 1, select the appropriate options. • Select Format: Notices. • Continue to step 2 and select appropriate options.• Continue to step 3. • Select the Distributed: Via eMail checkbox.• Complete the Display name and Email fi elds.• Select the radio button adjacent to Email 1 and Email 2, Email 1, or Email 2. • Click either Save Setup or Run Notices.

Access Level:Site Administrator, Textbook AdministratorPermission: Generate textbook collection reports

Importance:Patrons with multiple email addresses may not check all of them on a regular basis. Sending overdue notices to multiple email addresses helps ensure that patrons receive the notice in a timely manner.

82




Textbook Manager

Require Note on Refund

Feature Description:Your site can require that staff add a note of explanation when issuing a refund for a textbook.

Feature Information:To require that staff add an explanatory note when issuing a refund for a textbook: • Navigate to the Back Offi ce tab> Site Confi guration option > Circulation subtab. • Select the Require explanation when issuing textbook refunds checkbox. • Click Save.

Access Level:Site Administrator, Textbook AdministratorPermission: Change textbook site preferences

Importance:To ensure that you know the reason staff have refunded a fi ne assessed on a textbook, you can set up your site to require that staff add an explanatory note when issuing a refund.

84




Textbook Manager

Printing Receipts for Refunds

Feature Description:After you issue a refund to a patron and click Update, Destiny no longer removes the refund automatically. Instead, a message appears asking whether you want to clear the fi ne/refund or print a receipt.

Feature Information:You can print a receipt that shows a refund by clicking the Print It! button on the Fines screen.

Access Level:Site Administrator, Textbook AdministratorPermission: View textbook fi nes: Add, Pay, Waive, and Delete

Importance:You no longer have to worry about manually deleting refunds in Textbook Manager because a message prompts you to either delete the refund or print a receipt.

86




Textbook Manager

Checked-Out Textbooks Appear in Destiny Quest

Feature Description:Patrons logged in to Destiny can view textbooks checked out to them in Destiny Quest.

Feature Information:To view their checked-out textbooks in Destiny Quest, patrons click the My Info link. Ensure the My Status tab is highlighted and click Textbook.

Access Level:AllPermission: View own status

Importance:Patrons can view library books and textbooks checked out to them whether in Destiny Quest or Destiny Classic.


88



Asset Manager

90




Asset Manager

Asset Fines

Feature Description:You can now assess fi nes for lost or damaged items in Asset Manager.

Feature Information:You can assess a fi ne when a checked-out item is marked as lost or damaged. Damaged or lost fi nes are determined by the item’s replacement price. If the replacement price fi eld in the item record is empty, the purchase price is used. If the replacement price and purchase price fi elds are blank, a fi ne is not assessed.

To assess a damaged fi ne: • Navigate to the Circulation tab > Fines option.• Search for a patron.• Click the Add Fine button • Ensure that the drop-down list shows Asset Items.• Type the asset item type in the Item fi eld.• Click Go!• Complete the Amount, Waive, and Pay fi elds, as appropriate.• Click Save.

Access Level:Site Administrator, Asset AdministratorPermission: View asset fi nes, including Add, Pay, Waive, and Delete

Importance:You can now create fi nes for lost and damaged asset items. To assess fi nes, you must ensure that the replacement price or purchase price fi eld is populated in the item record.

92




Asset Manager

Incoming Transfers Email Address Options

Feature Description:You can send an email notifi cation to multiple email addresses when transferring assets between sites.

Feature Information:To set up multiple email addresses for transfer notifi cation: • Navigate to the Catalog tab> Transfer Asset option > Notices subtab. • In the Attention fi eld, enter the name of a person to receive notifi cation.• In the Email fi eld, enter the person’s email address. • Use the Test Email button to send a test email to the receiver’s email.• Click the Add button to save the email address.• Repeat the process to add the email addresses of others you wish to notify.

Access Level:Site Administrator, Asset AdministratorPermission: Transfer/Receive Asset Items

Importance:Sending email notifi cation to multiple email addresses when transferring assets eliminates relying on one person, who may have other responsibilities or be off-site, to receive the transferred assets.

94




Asset Manager

Asset Renewals

Feature Description:Checked-out assets can be renewed if they have a loan policy interval that includes a calendar date or a number of days associated with them.

Feature Information:Assets checked out To Patron can be renewed one at a time from the Patron Status screen if they have a due date.

To renew an asset: • Navigate to the Circulation tab > Patron Status option.• Search for a patron.• Click the Renew button next to the asset to be renewed.

Access Level:AllPermission: Renew Assets

Importance:Instead of checking in and then checking out an item to renew it, you can now use the Renew button on the Patron Status screen when checked-out items have a loan policy interval that includes a calendar date or a number of days.

hat’s new in destiny 10 · pdf file... and purchase price ﬁ elds when transferring ......

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