follett fall 2012 pitfalls and panic makers; practical tips and troubleshooting
TRANSCRIPT
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Follett Fall 2012
Pitfalls and Panic Makers; Practical Tips and Troubleshooting
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Panic Maker Scenario:• Students barcodes don’t scan
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• I scanned number just like normal• This wasn’t my student so I unchecked “Only
My Patrons” box• Got error message (see next slide)
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Patron not found. Why?
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• Somehow the “Only Search” drop down menu got changed from “Barcode” to “Patron Names”
• This is VERY COMMON. Mischievous elves do this on a regular basis.
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Pitfall
Scenario: • No book covers are showing up in Destiny
QuestOr• Some book covers appear, others don’t.
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Scenario: I have been teaching Destiny Quest Should book covers be showing up? Even looking through our
regular catalog I don’t see any book covers.
• Step 1: Look up Hunger Games (or other title)
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• Step 2: Some have covers, some don’t
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• Remedy: Click “Go” again, and the covers will show up
• This is the equivalent of saying “please.” • Caution: Not all records will have a book cover.
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Or…
• Click on a title, and the cover shows up
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Troubleshooting
Scenario:• Teachers can’t login, or all my teachers aren’t
in Destiny.
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• Teachers’ Destiny records are not updated, nor are they tied to any database that is updated.
• Look up a few teachers to see if the 5 digit Employee ID is used for the barcode. If so, then the teachers’ usernames are probably the 5x2 and the passwords are probably the EIDs.
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• You can always uncheck the “only my patrons” box to check out to a teacher who transferred from another district.
• If a teacher is brand new, you can just add them, using the 5x2 as the username, and the 5 digit EID as the password. Email Carolyn McClure ([email protected]) to have the access level changed to “teacher.”
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Pitfall
Scenario: • Students who leave—Reports still show these
students
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Pitfall--Students who leave—Reports still show these students
• If a student transfers within the district, the Destiny record will go with them. (sometimes takes a day). Uncheck the “only my patrons” box if you get a student from another school and the record is not at your school yet.
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• If a student leaves the district, DO NOT DELETE the student.
• The Destiny record does not go away.• DO NOT DELETE the student.
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• Create a new Patron Type (if you don’t have one already) for students who move out of the district.
• These students almost always come back at some point.
• DO NOT DELETE the student.
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• In Destiny, go to the Back Office tab• Choose the Library Policies option• Use the Patron Types subtab• Click the icon “+ Patron Type”
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• Name the patron type• Put max checkouts and max holds at zero• Change Ready Holds expire in _1_ days and
Pending Holds expire in _1_ days to one.
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• Check the “Block check outs…” box• Change the checkout Limit to zero for each
circulation type. Your circulation types will vary.
• Save
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• When a student leaves, go to Back Office Tab, Manage Patrons option.
• Look up the student and click Edit.• In the Site Information part of the record,
change the patron type to “Out of District” and click Save.
• DO NOT DELETE ANY PATRONS, EVER. Please!
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• When running reports, always update the patron types. It will usually be in “Step 2, Limit”
• Click the “Plus over Minus Update” box
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• Uncheck the patron types you want left out of the report, and Click OK. This takes you back to the next step of the report.
• Your patron types will vary.
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Panic Maker
Scenario:• Help, I changed my assistants password, and
now she can’t even log in.
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Password change is a 2-step process• Back Office tab, Manage Patrons option, look up
patron, click edit.• Step 1: Click Clear password, then save.• Step 2: Click Edit again, type in password twice,
then save.• Do not try to combine the steps.
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Practical Tip
Scenario:• I want to add a subject field to the Sequoyah
nominees, but I can’t update the MARC record. Why?
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• This is one database. One very large database. One extremely large database.
• You cannot, should not, will not, do not change the MARC record.
• You can, however, add a site-specific subject heading that will only show at your site.
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• Moon over Manifest is a 2013 Children’s Sequoyah nominee.
• To add a subject heading, click the +Plus/Minus Site Subjects” box, then click the “Add Subject” box
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• Don’t just start typing. Look to see if there is a subject heading already in the catalog.
• Click the Find Heading icon
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• Type in Sequoyah, and choose Bibliographic headings.
• Click Go. Be prepared to wait. All computers wait at the same speed—slowly!