follett destiny circulation desk

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Follett Destiny Circulation Desk

Thomas Chang District Resource Media & Technology Specialist

Instructional Technology and Library Media, Academic Services445 West Amelia StreetOrlando, Florida 32801407.317.3200 x.2556

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Objective• Basic use of Destiny at the circulation desk:

– Setting up the calendar and library policies

– Managing patron accounts

– Circulating materials

– Managing fines, obligations, and notices

– Managing holds and ILLs

– Setting up the homepage

– Searching the catalog

– Using resource lists

– *Inventory, Cataloging, and Reports will be in a separate workshop

• Increase confidence and autonomy

• Problem-solving > Share ideas

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Table of Contents• Faculty Notices• Holds and ILLs• Homepage• Library Search• Destiny Quest• Resource Lists• Tips and Resources

• Logging On• Patron Accounts• Calendar• Library Policies• Patron Accounts• Circulating Materials• Assessing Fines• Overdue Notices• Managing

Homerooms

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Loggin On• How do I logon?

– http://destiny.ocps.net (www is available)– Not everyone has logon access by default– Username = district username– Password = district personnel #

• How are patron accounts entered?– SMS for students– SAP for faculty– Manual entry (caution)

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Logging On• I’m not seeing the same features I usually see. I can’t do

the same things I use to be able to do. What happened?– Are you using your own logon?– View setting?

• When I logon, I keep getting a message saying, “You must be a district administrator to update the sites in this district.”

– Be sure to logon from your site, not destiny.ocps.net

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Patron Accounts• What is the difference between:

– Patron Types?• What are the patrons library policies (i.e. loan

periods, fines, etc.)

– Access Levels?• What rights and features do the patrons have in

Destiny when they logon?• *If you do not have Administrator access, you

might not see all of the features demonstrated in this workshop.

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Calendar• Due dates can not fall on a Closed day.• Due dates fall on the next available Open day

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Calendar• Loan periods can take into account all calendar days,

or only open days.

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Library Policies – Patron Types

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Library Policies – Patron Types

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Library Policies – Circulation Types

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Library Policies – Circulation Types

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Updating Patron Types• Grade Level is always 2 digits – pk, kg, 01, 02,… 10, 11, 12• This process must be done individually for each grade level, and should be done on

a regular basis (bi-weekly, monthly) as new students transfer to your school.

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• When should a patron be added or deleted?– *It is generally discouraged to add patrons– Parent or community volunteer– Substitute teacher– Generic logons– Dummy accounts

• When should a patron be edited?– Patron Type change– Logon access– Access Level change– Password change

Adding/ Editing Patron Accounts

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Editing Patron Accounts

• To edit a patron’s account, go to Back Office tab / Find Patron and locate by ID# or name.

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Editing Patron Accounts• Locate the appropriate account and select the

edit icon in the same row.

• Notice the delete icon as well.

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Editing Patron Accounts

• For logon access, an account must have an access level, a unique username, and a password.

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Adding Patron Accounts• If you must add a patron, you can use the feature Assign next barcode• Complete as much information as necessary (be aware of Address tab)

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• I have a patron who has two accounts in Destiny.

– Contact changt@ocps.net or 317.3200x2556

• Some of our staff badges are not working with Destiny. What’s wrong?

– Check to see that the barcode on the ID badge is the same # as the barcode field in the patron’s account

– Search for the patron by name, and if possible, have the badge reprinted

Patron Issues

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Patron Issues

•Submit a Heat Ticket Request to ICTS•http://teacher.ocps.net/thomas.chang/page2.html •Be sure to include the district ID number of any patrons who are missing, or have incorrect information

•Enrollment issues in SMS•Multiple E01 entries•Home School Field = School of Enrollment Field

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Searching for Patrons• Circulation tab / Patron Status

– Locate your own status?– What does the status tell you?– Locate the status of someone else at your

school?– Locate the status of someone from another

school?– Locate the status of someone with a name

you can’t spell well?

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Searching for Patrons• Circulation tab / Patron Status

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Searching for Patrons– Locate the last name “Maria Reyes” across the

district?– Common error below. Why?

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Checking Out Materials• Check Out in 2 modes – To Patron or Homeroom

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Checking Out Materials• Check Out in 2 modes – To Patron or Homeroom

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Checking Out Materials• Be aware of the “until logout” dropdown menu. If the special due date is only for a

particular patron or item, be sure to select accordingly.

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Checking In Materials• Only use Record in-library use for books that

weren’t checked-out.

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Checking In Materials• Use the Create Fine button when applicable:

– damaged materials, missing barcodes, etc.

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Assessing Fines• The Other… button allows you to manage your

Reasons

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Assessing Fines• Copy Specific fines are for items in the database• Patron Only fines are for items not in the database• Fines should be stated explicitly in your Library Policies

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Assessing Fines• Assessing Patron Only fines

– Replacement ID badges– Printer fees

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Assessing Fines• Patron Only fines require that you manually add

the amount every time.

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Overdue Print Notices

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Overdue Print Notices

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Overdue Print Notices

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Overdue Print Notices

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Managing the Homeroom Field

• *For Primary Schools only– Secondary challenge: Setup a notice that is sent by email

to let your faculty know what they currently have checked out

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Managing the Homeroom Field

• Run the Patron Homeroom Field report

• Only define Homeroom designations that are used currently in SMS

• If you delete a Homeroom designation, default it to “undefined”

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Managing the Homeroom Field

• Not all districts use the teacher’s name in the Homeroom Field – some use animals, planets, etc.

• Destiny doesn’t make any assumptions

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Managing the Homeroom Field

• Locate the teacher, and choose the Select button.

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Managing the Homeroom Field

• Be sure to click Save, and the Homeroom designation will be defined with an associated email address.

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Student Checkouts Sent byEmail to Homeroom Teachers

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Student Checkouts Sent byEmail to Homeroom Teachers

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Student Checkouts Sent byEmail to Homeroom Teachers

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Student Checkouts Sent byEmail to Homeroom Teachers

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Faculty Checkouts Sent byEmail

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Faculty Checkouts Sent byEmail

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Faculty Checkouts Sent byEmail

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Faculty Checkouts Sent byEmail

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Placing Holds• Locate the patron requesting the hold, and choose the Add Hold button• If from another school, deselect Only my patrons

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Placing Holds• Search the title being requested

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Placing Holds• Select the button next to the requested title

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Placing Holds

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Placing ILLs• ILLs have the same process, up to:

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Placing ILLs• Again, choose the best title using

the button.

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Managing Holds and ILLs

• Every morning, media centers should take a moment to View Requests

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Managing Holds and ILLs

• Look for holds placed by your patrons• Approve or reject ILL requests placed by other media

centers

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Homepage• Your homepage should be user-friendly and informative.

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Homepage• Adding Groups, Links, and Intro Text

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Homepage• Body can include html code

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Library Search• Conducting Basic Searches

– Location– Reading Programs– Languages

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Library Search• Conducting Power Searches

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Destiny Quest• Better for students• Should be easily accessible

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Destiny Quest• Opening

page is tied to a URL address. Use this URL to link to it.

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Destiny Quest• Can also be set as the default search

• For Access Levels Guest and Patron

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Destiny Quest• Can also be set as the default search

for Access Levels Guest and Patron

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Resource Lists• Use Resource Lists for:

– Summer Reading Lists– Sunshine State Young Readers Awards (SSYRA)– Florida Teens Read List– Caldecott Medal Awards– Faculty Picks– New Arrivals

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Resource Lists• Create as many lists as you want

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Resource Lists• Private lists might be used for

administrative reasons like repairs

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Resource Lists• Use the View button to add titles to

your list

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Resource Lists• Use the Add to this List button• Be aware that you can also add Online Resources to your List

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Resource Lists• Add titles based on your choice of

criteria

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Resource Lists• Choose an option

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Resource Lists

Create citation

lists and

bibliographies

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Resources• My website http://teacher.ocps.net/thomas.chang

– FAQs– Training

• Follett Destiny training videos• Classes on signmeup.ocps.net• Online materials for training

– 3800 Barcode Scanner Resources• Configuring the 3800 scanner• Purchase additional 3800 scanners

– Additional Resources• Support information• Serial numbers for scanners• Location codes for OCPS

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Tips• Always look at the screen after you scan

something to verify if it processed correctly

• Listen for the sounds

• Remember the tabs

• Remember the features at bottom of the page and on the upper right side of the page

• Using Prnt Scrn key (or Alt + Prnt Scrn)

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Open Floor• Feel free to ask any questions

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In-service Points • 3407002 component #

• 006 points

• Use 3 leading zeroes in front of the personnel ID #