What`s New in Destiny Version 11.5

Transcription

What’s New in Destiny
Version 11.5
© Copyright 2013 Follett Corporation. All Rights Reserved.
What’s New in Destiny 11.5
Contents
Destiny (All Products) �� 3
New Destiny Logo �� 5
District Welcome Page Improvements �� 7
Resource List Ownership Enhancements �� 11
Link to Follett Community �� 17
New Material Type Icons �� 23
Increased Visibility of Homerooms �� 29
Destiny Library Manager �� 31
EBook Enhancements �� 33
Require Approval for Comments in MyQuest �� 41
Enhancement to Import Titles �� 45
Prevent Temporary Record Creation without Permission �� 47
Resource List Enhancements in Destiny Quest �� 49
Destiny Quest Mobile Enhancements �� 53
Barcode Printing Enhancement �� 57
Show Book Cover Images in Circulation �� 59
Titlewave Integration �� 63
Display Sublocation �� 65
Digital Content Solutions �� 67
Enhancements to WebPath Express Home Page �� 69
Enhancements to WebPath Express Search Results Page �� 71
WebPath Express District Statistics Report Enhancement �� 73
© Copyright 2013 Follett Corporation.
Destiny Textbook Manager �� 75
Groups of Textbooks �� 77
Order Textbooks Enhancements �� 81
Open Orders by Title Report �� 83
Alternate Site Type �� 85
Textbook Checkout Summary Enhancements �� 87
Enhancement to Import Textbooks �� 89
Update an Instructional Classification �� 91
Destiny Asset Manager �� 93
Help Tickets �� 95
Current Circulations Dashboard Report �� 105
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Destiny 11.5 Features
Welcome to Destiny® 11.5. This new version incorporates many of your suggestions, and we’re
confident you’ll find that the enhanced features and functions of Destiny 11.5 meet all your
needs. This document introduces you to the Destiny 11.5 features available in Destiny® Library
Manager™, Destiny® Textbook Manager™, and Destiny® Asset Manager™. We know you’ll want
to start using these enhancements right away.
All Destiny Products
New Destiny Logo: After installing or upgrading to version 11.5, you will see a new Destiny logo,
unless your district has a custom logo.
District Welcome Page Improvements: Create a customized Welcome page (including text,
pictures, and links) that lets you search for a particular school.
Resource Lists Ownership Enhancements: New features enhance the availability of Resource Lists
and offer ownership options.
Link to Follett Community: Access Follett Community, an online space for you to collaborate,
share, learn, and communicate with other Follett users about Follett products as well as other
topics of interest.
New Material Type Icons: Follett has updated the default material type icons in Destiny 11.5
to help you and your patrons quickly identify materials for Destiny Library Search, Elementary
Visual Search, Destiny Quest®, and Textbook Manager.
Increased Visibility of Homerooms: Create and edit homerooms from multiple locations within
Destiny.
Library Manager
EBook Enhancements: Several enhancements were made to provide a consistent eBook discovery
and access experience for your patrons.
Require Approval for Comments in MyQuest: Monitor conversations between friends in MyQuest
by requiring approval, which lets administrators review comments before they reach the
recipient.
Enhancement to Import Titles: Library Manager compares the first 150 characters of titles during
import to determine whether an incoming title is a duplicate.
Prevent Temporary Record Creation Without Permission: Circulation desk staff need the
appropriate permission to create a temporary record during checkout.
Resource List Enhancements in Destiny Quest: Switch between your personal Resource Lists from
multiple locations without leaving Destiny Quest.
Destiny Quest Mobile Enhancements: Enhanced Resource List functionality and direct access to
Follett Shelf™ are available in Destiny Quest mobile.
Barcode Printing Enhancement: When printing copy barcode labels, you can choose to sort them
by barcode number.
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Show Book Cover Images in Circulation: TitlePeek™ subscribers have the option to display cover
images in Circulation.
Titlewave Integration: You can jump from a title in Destiny to a list of similar titles from Titlewave.
Display Sublocation: The Sublocation field from the copy record now displays in multiple places.
Digital Content Solutions
Enhancements to WebPath Express™ Home Page: The Browse feature is now available on the
WebPath Express Home page.
Enhancements to the WebPath Express Search Page: The redesigned Search Results page makes
filtering your search more intuitive.
WebPath Express District Statistics Report Enhancement: A new option lets you run a report to tally
the number of WebPath Express searches by site and for the entire district.
Textbook Manager
Groups of Textbooks: You can use OR and AND to assign multiple textbooks to a class and only
require that students receive one of the textbooks to meet the class’s needs.
Order Textbooks Enhancements: Districts with a textbook warehouse can cancel an entire order
after it has been approved and cancel requested copies that are backordered.
Open Orders by Title Report: Districts with a textbook warehouse can generate a list of titles that
are on order, along with the number of copies needed for each site.
Alternate Site Type: Group your Textbook Manager-only sites, including a textbook warehouse, into
regions, boroughs, parishes, or anything that is relevant to your district for reporting purposes.
Textbook Checkout Summary Enhancements: New options—such as adding a teacher’s name, class
period, and textbook title user-defined field or inserting a page break or signature line between
sections—are available in a site-level Textbook Checkout Summary report.
Enhancement to Import Textbooks: Textbook Manager compares the first 150 characters of titles
during import to determine whether an incoming title is a duplicate.
Update an Instructional Classification: You can update the instructional classification for all
textbooks with checked-out copies, with a few exceptions.
Asset Manager
Asset Help Tickets: You can now determine whether any documents are associated with an asset
description record or an asset item record, and you can limit who can view, add and edit, and
delete the documents.
Current Circulations Dashboard Report: A graphical snapshot of asset circulations is now available
as a Dashboard report.
This document provides a brief description, along with step-by-step instructions if applicable, of the
new and updated features and functions in Destiny 11.5. It also notes the permissions and access
levels required to access the updated functionalities.
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Destiny (All Products)
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New Destiny Logo
Feature Description:
A new default district logo for Destiny replaces the green tree.
Feature Information:
After upgrading to version 11.5, you will see Destiny’s new logo in all new installations and in
existing installations, unless your district has a custom logo. If your district has customized a logo,
it will be retained.
Access Level:
All usersv
Importance:
Destiny is adopting the new Follett Destiny logo to standardize customer-facing materials branded
by Follett.
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District Welcome Page Improvements
Districts can now create and use a customized Welcome page. The Destiny Administrator can
add introductory text, pictures, and links. You can search for or expand site type lists to find a
particular school instead of scrolling through all of the individual site names.
Configuring the District Welcome Page
Before the district Welcome page is available to users, the Destiny Administrator needs to configure
the page using an HTML editor. When the page is ready, the Destiny Administrator can display it to
all users.
It is helpful to have either a working knowledge of HTML or a commercial HTML editor.
To customize the Welcome page:
1.Log in to Destiny as the Destiny Administrator.
2.In the upper-right corner of the page, click Setup.
3.On the Sites subtab, click the Edit icon next to the district.
4.Scroll to the bottom of the page.
5.Click Edit Page.
To add text, HTML content, or both to the Welcome page:
1.Next to Introductory Text, click the Edit icon.
2.Enter a Title, in plain text.
3.In the Body field, enter plain text or HTML.
4.Click Save.
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To add an image, follow these suggested instructions:
1.In the \FSC-Destiny\fsc\districtResources\images directory, create a \welcomepage folder.
2.Add the graphics files to the folder.
3.Add the following HTML to the Introductory Text to point to the file, such as: <img src=”/
imagestore/welcomepage/picture.jpg”>.
Note: Make sure to use “/imagestore” and not “/images”.
4.When finished, click Save.
To create and name a group:
1.Click the Add Group icon.
2.Enter the name of the group.
3.Select the sort order.
4.Click Save.
5.Repeat steps 1–4 for each desired group.
To add links to the groups:
1.Click the Add Link icon.
2.Enter the display text and the URL.
3.Select the group for the link.
4.Click Save. Links appear in alphabetical order within a group.
5.When finished, click Close.
When the page is ready for display:
1.In the upper-right corner of the District page, click Setup.
2.On the Sites subtab, click the Edit icon next to the district.
3.Scroll to the bottom of the page.
4.Next to Customized Welcome Page, select the Display to all users checkbox.
5.Click Save.
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Searching for a Site
You can either search for or browse to a school’s link on the Welcome page.
To search for a site, enter a keyword in the Search for Site Name box, and click Go. The search
results include all schools whose name includes the search characters.
Any string of characters will produce search results; however, the search cannot accept a site
number, an alternate site type, or an alias. When the search results appear, click the name of the
desired school. If the desired school is not in the search results or a “No matches found” message
appears, try another search term. To bring back the complete list of sites, clear the search term,
and click Go.
To browse for a site, click the plus sign next to a site type. In the list that appears, select the
desired site.
Access Level:
Configuring the District Welcome Page
Destiny Administrator
Searching for a Site
All users
Importance:
Users in large districts no longer have to scroll through hundreds of site names. You can quickly
and easily search for or expand site type lists to find a particular school. The Destiny Administrator
can create a custom district Welcome page with introductory text, pictures, and links and then
display it for all users. This lets district administrators ensure that all users within the district
receive consistent and timely messages.
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Resource List Ownership Enhancements
New features enhance the availability of Resource Lists and offer ownership options. Library
administrators can reassign the ownership of a public Resource List to another local user. In
addition, you now have the option to publish Resource Lists across the district, share a Resource
List by adding co-owners, copy your own Resource List to start another, and copy another user’s
public Resource List and use it as your own.
Transfer Ownership of a Public Resource List
Administrators or other users with the appropriate permission can reassign the ownership of a
public Resource List from one user to another local user.
Note: You cannot reassign a Resource List that has multiple owners.
Important: You must transfer Resource Lists before deleting the original owner from Destiny.
To transfer ownership of a public Resource List:
1.Navigate to the Catalog tab, Resource Lists option.
2.Select the Public Lists subtab.
3.Next to the locally owned List you want to transfer, click the Transfer Owner icon.
4.On the Find Patron screen that opens, search for the List recipient.
5.Click the Select button.
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6.When a confirmation message appears, click Yes.
The ownership of the List changes to the patron you selected. The patron’s name appears in the
new Owner(s) column on the Public Lists subtab.
Publish a Resource List across the District
Users with the appropriate permission can make their Resource Lists available at multiple schools.
To publish a Resource List across the district:
2.Select the My Lists subtab.
3.Click either Add List to create a new List or the Edit icon to publish an existing list across the
district.
4.Select the Make this list Public locally checkbox (previously called Make this list Public).
5.Select the Make this list Public across the district checkbox, and then click Save.
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On the My Lists tab, a checkmark appears in the new District Public column.
Note: The name of the existing column has changed from Public to Local Public for clarity. On
the Public Lists subtab, a checkmark appears in the District column. Lists without a checkmark
are local Lists.
Share Ownership of a Resource List
Users with the appropriate permission can share Resource Lists, allowing multiple people to edit a
List. This enables teams of teachers or students to collaborate on a Resource List. This List can be
private or public, local or district-wide.
To share ownership of a Resource List:
2.Select the My Lists subtab.
3.Click the Add List button, or, on either subtab, click the Edit icon.
4.Under Add co-owners, enter a search term in the Find Patron field.
Note: The search results list only includes patrons who have a Destiny login.
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5.Next to a patron, click Add. The patron moves to the Selected Users list.
6.To add additional co-owners, repeat steps 4 and 5, as needed. To remove a co-owner, click the
Remove icon.
7.When you are done selecting the co-owners, click Save.
The List appears on each co-owner’s My Lists subtab. Also on the My Lists subtab is a new column
that shows the original owner and a More button. Click the More button to see the co-owners. On
the Public Lists subtab, the Owner(s) column displays the same owner and a More button. If any
of the owners is from another site, the site’s Short Name appears in parentheses in red.
Copy a Resource List
Users with the appropriate permission can copy their own or another user’s Resource List.
To copy a Resource List:
2.Select the Public Lists subtab.
3.Next to the List you want to copy, click the View button.
4.From the I want to list, select Copy this List, and then click Go.
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5.On the Copy <Resource List name> screen that opens, do any of the following:
• Change the name of the List. The default is Copy of <Resource List>.
• Make it public.
• Enter a description.
• Add co-owners.
6.Click Save when you are done.
The List appears on your My Lists subtab; modify it if desired. If the new owner does not have the
right to view certain content, that content is hidden.
Access Level:
The Site Administrator has the permission by default only if he or she already has the View Local
Public Lists permission.
Publish a Resource List Across the District
Site Administrator, Library Administrator, Textbook Administrator, Asset Administrator, Media
Administrator
Note: District library catalogers, district textbook catalogers, and district asset catalogers do not
have the ability to publish their Resource Lists.
Site Administrator, Library Administrator, Textbook Administrator, Asset Administrator
No users have the existing permission by default.
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Permission:
Transfer ownership of Public Lists
Note: One of the following existing permissions is required: Access My Lists for assets, Access
My Lists for library, Access My Lists for media, and/or Access My Lists for textbooks
AND
View Local Public Lists and/or View District Public Lists
Publish a Resource List Across the District
Publish My Lists across the District
Publish My Lists
View Local Public Lists (previously called View Public Lists)
Share Ownership of My Lists
Create multiple Lists
View District Public Lists
Importance:
When you delete a patron record, you also delete the patron’s Resource Lists. Occasionally, you
may want to retain a particular Resource List. For example, a teacher, who has retired, had created
a public List containing resources and reference material for his classes. The List is still valuable
for students. Now, you can reassign ownership to another user before you delete the patron record.
In addition, the new features let you make Lists available to more people. You can share Resource
Lists with other schools in the district. If you view a List that is particularly useful, you can copy
that List and make it one of your own. This is much easier than manually creating a copy. You are
able to copy any List you can view. Sharing Lists lets teams of teachers or students collaborate
on the creation of a Resource List and co-own it. This shared List can be private, public, local, or
district-wide.
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Link to Follett Community
A new button in the upper-right corner of Destiny provides access to the Follett Community
website. Follett Community is an online community that provides professional development,
support, and single sign-on integration with Follett products and services, as well as access to
Follett leadership.
Creating a MyFollett ID
You can access Follett Community via the Community button on any page in Destiny. When you log
in to the Community for the first time, you are required to create a MyFollett ID. Your MyFollett ID
integrates with your Destiny and Titlewave accounts, empowering you with a single sign-on for all
products.
To create a MyFollett ID:
1. Log in to Destiny.
2. Click the Community button. The following message appears:
3. To log in to Destiny in the future with your MyFollett ID, create a bookmark using the
MyFollett link in the message.
4. If you don’t want to log in to Destiny with a MyFollett ID, dismiss the message by selecting the
checkbox.
5. After selecting the link or the checkbox, click OK to dismiss the message. The Follett
Community website opens.
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6. In the upper-right corner, click Log in. The Login page opens.
7. Click Register.
8. On the Register page, fill out your information. Enter the username and password you want to
use for your MyFollett account, enter the reCAPTCHA text, and then select the checkboxes.
Note: If you forget your username or password in the future, MyFollett will require you to enter
your email address and date of birth before sending it to you.
9. Click Register. MyFollett sends a confirmation email to the address you provided during
registration.
10. Open the email message from MyFollett and click the link to activate your account.
11. On the activation message that opens, click OK.
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12. On the Login page, enter the username and password you created. Be sure to select the
checkbox if the computer or mobile device you are using is shared.
13. Click Log in. The MyFollett Welcome page opens.
14. To open Follett Community, click the Follett Community link.
Integrating MyFollett and Destiny
To integrate your Destiny with MyFollett you must bookmark the URL provided when you click the
Community button in Destiny (as discussed above).
To integrate MyFollett and Destiny:
1.Click the bookmark you created when you set up your MyFollett ID.
2.Enter your old Destiny username and password, and then click Login. Destiny opens.
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To integrate MyFollett and Titlewave:
1.After logging in to Destiny, click the Community button.
2.In the upper-right corner, click MYFOLLETT.
3.Click Titlewave. Titlewave opens.
4.Enter your username and password for Titlewave. If you don’t have an account, you can sign up
for one.
5.Click Sign In to Titlewave.
Accessing Your Follett Products With a Single Sign-On
Once you create your MyFollett ID and integrate all of your Follett products, you can easily access
them with a single sign-on.
To access your Follett products with a single sign-on:
1.Open the URL you bookmarked when you created your MyFollett ID.
2.Log in with your MyFollett credentials. Destiny opens.
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3.Click the Community button.
4.On Follett Community’s Home page, click MYFOLLETT.
5.In the Integrated Products list, click the link for any of your integrated products to open its
website.
Access Level:
Administrator
Library Administrator
District Library Administrator
Permission:
Access Follett Community
Importance:
Follett Community provides you with a central place to collaborate, share, learn, and communicate
with Follett.
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Destiny (Library Manager, Textbook Manager, Media Manager)
New Material Type Icons
Follett has updated the default material type icons in Destiny 11.5, and there are now many icons
for material subtypes for Destiny Library Search, Elementary Visual Search, and Destiny Quest.
Textbook Manager also has updated default material type icons.
If you have updated material type icons, the upgrade will not overwrite the icons. There are neither
subtypes nor elementary visual search icons in Textbook Manager.
Note: The elementary visual search icons are larger versions of the standard icons.
The new icons are as follows:
Material type
Subtype
Standard icon
Artifact
Book
Braille
Hardcover
Large Print
Paperback
Picture Book
Reference Dictionary
Reference Encyclopedia
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Material type
Book
Subtype
Reference - Other
Other
Computer File
Archive
Document
Executable
Game
Interactive
Multimedia
Media File
Other
Electronic Book (eBook)
Equipment
Kit
Manuscript Language Material
Standard icon
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Material type
Subtype
Standard icon
Maps, Globes and Atlases
Atlases
Globes
Maps
Other
Mixed Material
Music (printed)
Picture, Study Print,
Photograph, Chart
Serial
Journal
Magazine
Newspaper
Other
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Material type
Subtype
Sound Recording (musical)
Audio Cassette
Compact Disc
Digital Audio Tape
DVD-A
MiniDisc
MP3
MP4
Podcast
Super Audio CD
Other
Sound Recording (nonmusical)
Audio Cassette
Compact Disc
Standard icon
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Material type
Sound Recording (nonmusical)
Subtype
Standard icon
Digital Audio Tape
DVD-A
MiniDisc
MP3
MP4
Playaway
Podcast
Super Audio CD
Other
Video
Blu-ray Disc
DVD
Film
Filmstrip
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Material type
Video
Subtype
Standard icon
HD-DVD
Playaway View
Podcast
Sony ProDATA
Streaming Video
Transparency
VHS
Vidcast
Video CD
Other
Access Level:
All Users
Importance:
The new material type icons help you and your patrons quickly identify materials for Destiny Library
Search, Elementary Visual Search, Destiny Quest, and Textbook Manager.
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Destiny (Library Manager and Textbook Manager)
Increased Visibility of Homerooms
You can now manage patron homerooms directly from the new Manage Homerooms option in the
Back Office tab, or from the Back Office tab, Site Configuration option, Site Administration
subtab.
If homerooms are set up and students are assigned to them, you can generate the following
reports, lists, and notices by homeroom:
• Current Checkouts/Fines - reports and notices
Note: With a mail server and email addresses in the supervisors’ records, you can email
this report to the homeroom supervisors. Make sure that their email addresses appear in the
Current Homerooms list.
• Barcode Labels
• Patron ID Cards
• Patron Names
• Patron Statistics - Historical
• Patron Statistics - Summary
Note: Only homerooms with currently assigned patrons appear in the lists when you select or
group by Homeroom.
You can also check out library materials by homeroom. In the Back Office tab, Update Patrons
option, you can update the following for patrons:
• Patron type
• Graduation year
• Grade level
• Homeroom
• Card expiration date
• Teaching status (Textbook Manager only)
• Patron status
• Any of the user-defined fields
• Access level, based on homeroom
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You can also delete your patrons by homeroom in Update Patrons.
To create and edit homerooms from the new option:
1.Go to the Back Office tab.
2.Select the Manage Homerooms option.
3.After you add or edit a homeroom, click the Save button.
Access Level:
Site Administrator
Permission:
Manage Site Administration Options
Importance:
The ability to manage patron homerooms is now more visible and accessible from different paths.
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Destiny Library Manager
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Library Manager
EBook Enhancements
Library Manager version 11.5 introduces the following eBook enhancements:
• When several schools in your district order the same eBook, the import files are identical except
for the 856 tags, which are different for every school. Previously, Destiny merged 856 tags for
all schools into one title record and then displayed all links for every school that had the title. In
version 11.5, links will no longer appear at schools they do not belong to. Destiny displays the
link that is appropriate for each school.
• You can now add site-specific URLs to non-Follett eBook title records. Unlike 856 tags, these links
appear only at an individual school.
• “No copies” no longer appears in a library search or in Destiny Quest’s Title Details for nonFollett eBooks.
• An Open button appears for all eBook records to promote a consistent discovery and access
experience.
Coming Soon
In addition, the following enhancements to publisher-hosted eBooks purchased through
Follett are being released later this year. If you upgrade prior to the release, you will have
access to the features upon their release via an auto-update. The publishers include Lerner
Interactive, Abdo Interactive, Abdo eBoost, Capstone Interactive, and Catalist Digital
Audiobooks.
More information about enhancement to publisher-hosted eBooks:
• The Follett Shelf Update (reconciliation) includes publisher-hosted content titles. When
you purchase publisher-hosted content from Follett, the nightly Follett Shelf Update
imports these title records into Destiny. You can also import the MARC file you receive
from Follett.
• Destiny displays publisher-hosted eBooks in Search Results in Destiny Classic and Destiny
Quest.
• Through the new single sign-on capability, you can access publisher-hosted eBooks on
the publishers’ website without logging in again.
• Destiny makes this content available in Follett Shelf searches, as well as in the Follett
Shelf Digital Resources tab
Importing Titles Containing 856 Tags
Destiny now uses special import logic so that a title record only displays the link that is appropriate
for each school.
A new checkbox appears on the Import Titles page: This file contains eBook records for only this
site.
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If you do not clear the This file contains eBook records for only this site checkbox, the
following happens when a record imports:
• Import Titles attempts to match the incoming and existing records as usual.
▪▪
If there is no match, Import Titles removes all 856 tags from the record and saves them into a new
database table for local URLs associated with the site being imported into.
▪▪
If there is a match, Import Titles changes all matching 856 tags into local URLs, which only appear at
the local site. Existing 856 tags that don’t match the incoming record remain untouched and appear
at any site in the district.
If you clear the checkbox, the following happens when a record imports:
• Any 856 tags appear at all schools in the district.
• Any 856 tags remain as 856 tags. They are not moved to a table.
• If the incoming record contains 856 tags with a valid subfield 5 (containing a site ID), those 856
tags appear only at the specified school.
Note: If any incoming 856 tags contain a subfield 5 with an incorrect Site ID, Import Titles skips
them and writes an exception in the Job Summary.
Export Titles builds an 856 for each local 856 tag and puts a subfield 5 with the site-specific
information in it.
Creating Site-Specific URLs
You can add site-specific URLs to non-Follett eBook title records. These appear only at your school.
To create a site-specific URL:
1.On the Title Details screen for a non-Follett eBook, click the Local Websites button.
2.Click the Add URL button.
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3.Enter a complete URL including the protocol (Ex. http://).
4.If you want text to appear in the Title Details instead of the URL, enter it in the Description
field.
5.Click Save.
6.Click Close on the Update Site-Specific URLs screen.
Because you now have a title record with more than one local URL, Title Details has no Open
button. Patrons will need to select the link they prefer. The Open button on the Search Results list
links to the first (top-most) URL displayed on the Title Details screen. You can add, edit, and delete
these URLs as desired. You cannot re-order them.
Notes:
• To create URLs that appear at all schools, you can click the Edit Title button on the Title Details
screen and add them on the Resources subtab of the Easy Editor. You can also add an 856 tag in
the MARC Editor.
• At the bottom of the Explore section in Title Details, site-specific URLs appear above any districtwide URLs (856 links).
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Coming Soon
Adding Publisher-Hosted EBooks to Destiny
Publisher-hosted eBooks that you purchase for your Follett Shelf are also available through
Destiny, allowing your students to see all the available resources after one search.
There are two options for adding publisher-hosted eBooks to Destiny:
• You can import the MARC records you receive from Follett.
• The nightly reconciliation job, Follett Shelf Update, can add publisher-hosted content to
Destiny, ensuring that Destiny and Follett Shelf show the same titles owned by that site.
The Job Summary lists the publisher-hosted content Follett Shelf added, skipped, or
removed.
Note: The initial integration process between Destiny and Follett Shelf does not include
publisher-hosted content. The first Follett Shelf Update will add the publisher-hosted eBook
records to Destiny. Patrons can search for and access these materials without logging in
again.
More information about adding publisher-hosted eBooks to Destiny:
• Patrons can create reviews in Destiny and/or Follett Shelf, but reviews are only available
where the patron created them.
• When you import title records for publisher-hosted content from Follett, Import Titles
merges the records with those from the Follett Shelf Update.
• Merge Titles ignores these materials, and the Duplicated Title checkbox does not appear.
• Alliance Plus Recon and Process Misses will ignore these materials.
• You cannot change the material type, circulate these titles, or retrieve them in Copy
Status. You can add copies, but you cannot barcode them or assign a Circulation Type.
The Copy Status is always Follett eBook.
• Deleting 9xx tags will not delete 956 tags for publisher-hosted title records. These tags
have a “9” as a first and second indicator and a subfield 5 containing “40.”
• In order for eBooks to appear in New Arrivals in Destiny Quest, the title record must have
a copy record.
Searching For and Accessing EBooks
The material type icons for Follett eBooks and non-Follett eBooks have not changed.
Follett eBooks
Non-Follett eBooks
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Coming Soon
If you purchased publisher-hosted interactive eBooks and audiobooks from Follett, you can
access them through Destiny or your Follett Shelf. You can limit Search Results by material
type—select Sound Recording (nonmusical) for audiobooks and Electronic Book
(eBook) for interactive eBooks.
New icons identify these material types:
audiobook
interactive eBook
Search Results include only publisher-hosted content owned by your school, even when
searching across the district.
Library Search displays these eBooks and audiobooks in Search Results, Title Details, and
the Elementary interface. Destiny Quest displays the material type icon on the book cover
in Search Results, My List, and My Bookshelf.
To access these eBooks, patrons must log in to Destiny and click the Open button, which
opens a new window at the publisher’s website and displays the eBook. Single sign-on
capabilities for all the current publishers eliminate the need for the patron to log in again.
Note: Patrons cannot open these titles in any of the Follett readers. If a publisher has an
app, patrons can download the titles and read them in the publisher’s reader.
No matter the source, patrons click an Open button to access an eBook.
In Search Results:
• Every eBook with a URL in an 856 tag displays an Open button.
• For non-Follett eBooks with more than one 856 tag, the Open button links to the first 856 tag in
the record.
• In Title Details:
• EBooks with only one 856 tag display the Open button.
• Non-Follett eBooks with more than one 856 tag display the links in the Explore section of Title
Details, rather than the Open button.
• In Destiny Quest, the Open button appears only in Title Details.
In Search Results and Title Details:
• In the Elementary interface, the Open button appears in Search Results and in Title Details.
• For searches at the district level, neither Search Results nor Title Details displays the Open
button.
To search for and access eBooks in Destiny Classic:
1.Using a Basic or Power search, enter your search term.
2.From the Material Type drop-down list, limit your search by selecting either Electronic Book
(eBook) for interactive eBooks or Sound Recording (nonmusical) for audiobooks.
Note: The Limit to Follett eBooks checkbox excludes publisher-hosted content.
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3.Click the appropriate search button.
4.Browse Search Results to select a resource.
Note: The Search Results screen features the following eBook-related enhancements:
• “No copies” no longer displays for titles without copy records.
• Search results contain only publisher-hosted content owned by your school, even when you
search across the district.
• Every eBook with a URL in an 856 tag displays an Open button.
• For non-Follett eBooks with more than one 856 tag, the Open button links to the first 856 tag
in the record.
5.Click Open to open the eBook. You can also click Details to open Title Details where you can
click Open or one of the available links.
To search for and access eBooks in Destiny Quest:
1.Enter your search term and click Go!.
2.From the Format list in the Narrow Your Search options, limit
your search by selecting either Electronic books or Follett
eBooks for eBooks or Recordings (non-musical) for audiobooks.
3.Browse Search Results to select a resource.
4.To open an eBook, click the book cover, and then click Open in Title
Details.
Note: There is no Ask badge for eBook titles without any copy
records in the upper-right corner of the Search Results screen, and
“ASK” no longer appears in these titles in Title Details.
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Access Level:
Importing Titles Containing 856 Tags
Site Administrator, Library Administrator
Permission:
Import titles/copies or Manage Library Materials for the District
Creating Site-Specific URLs
Permission:
Add/edit/delete site-specific URLs
Adding Publisher-Hosted EBooks to Destiny (coming soon)
Permission:
Import titles/copies
Searching For and Accessing EBooks
All users
Importance:
The eBook enhancements in version 11.5 of Library Manager provide a consistent eBook discovery
and access experience for your patrons. Now that Library Manager displays only one 856 tag when
you import title records that contain multiple 856 tags, students will click the link appropriate for
their school, resulting in more accurate usage statistics. The ability to create site-specific URLs
lets you add multiple local links in an eBook title record. The Open button for all eBooks and the
elimination of “No copies” in Search Results makes searching and accessing eBooks even easier
for your students. The ability to search for and access publisher-hosted content in Destiny without
signing in again allows students to conveniently access interactive content for classroom activities
alongside your other library resources.
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Library Manager
Require Approval for Comments in MyQuest
You now have the option to require approval for comments made in MyQuest before they reach the
recipient.
Require approval on comments
You must approve comments made by a patron in MyQuest before the recipient can see it. When a
patron clicks Add a comment, the message “Comments require approval before posting” appears.
When a patron clicks the Recommend button, the message “These recommendations will be
screened and approved before they are sent” appears.
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Approve comments
To approve the comments and recommendations:
1.Log in to Destiny Library Manager as a Site Administrator or Library Administrator.
2.At the top right of the screen, click the Processing Needed link.
3.If necessary, click View next to Recommendations and ‘Comments needing approval’.
4.Review the recommendation or the comment.
5.Complete using one of the following tasks:
a.
To approve it and send it on to the recipient, click Approve.
b.
To edit a recommendation, click Edit, change the text as needed, and then click Approve.
c.
To hide a comment from the sender and the recipient, click Hide.
d.
To delete it permanently, click Delete.
Approved comments move to the recipient’s Inbox in MyQuest. To generate a report of patrons’
comments:
1.Click the Reports tab, then the Report Builder option.
2.Click the New Report button.
3.Use the first drop-down list to select Patron.
4.In the second drop-down, select Recommendations/MyQuest Comments.
5.Choose the information you want to include in steps 1–7 to complete the report.
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Access Level:
By default, the Administrator, Library Administrator, Teacher, and Patron access levels have the
permission that allows patrons to make comments without approval. For any access levels that you
want to require approval for comments made in MyQuest, you must disable this permission.
Approve comments
Site Administrator or Library Administrator
Permission:
Allow comments on shelf moves, reviews, and recommendations: Approval not required
Approve comments
Process unapproved recommendations
Importance:
Administrators can now monitor MyQuest conversations between friends by requiring approval. This
lets you review comments before they reach the recipient.
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45
Library Manager
Enhancement to Import Titles
Import Titles now compares the first 150 characters of the title when determining whether an
incoming title is a match to an existing title.
Import Titles compares the first 150 characters of the title to determine if the title is a duplicate.
Previously, it compared only the first 80 characters. Depending on the title, 80 characters were not
always enough to eliminate duplicates during import.
For example, consider the following two titles from Safari Montage. The first 80 characters are in
bold:
Hidden by time, seeing the physical world with high-speed cameras. Event
0000000001 Water drop impacting pool of water.
Hidden by time, seeing the physical world with high-speed cameras. Event
0000000009 Water balloon impacting surface.
Import Titles used to see these two titles as duplicates. Now, with Import Titles comparing the first
150 characters, it does not.
Access Level:
Library Administrator
Permission:
Import titles/copies
Importance:
Titles in some series or sets have the same first characters, with the differentiating characters
appearing after the 80-character point. Now, with Import Titles comparing the first 150 characters,
it will not see these titles as duplicates.
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47
Library Manager
Prevent Temporary Record Creation without Permission
Circulation desk staff occasionally need to check out library materials that are not cataloged.
Creating a temporary record allows staff to complete the transaction. The Add temporary titles
during checkout permission is now needed to create temporary records during checkout.
Staff with both the Add title from search results and Check out library materials permissions
are allowed to add permanent and temporary title records during checkout. You must enable the
Add temporary titles during checkout permission in order for staff to create temporary records
during checkout.
Access Level:
Staff
Permission:
Add temporary titles during checkout
Importance:
Administrators can now decide if they want staff to create temporary records during checkout.
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49
Library Manager
Resource List Enhancements in Destiny Quest
There are several Resource List enhancements for Destiny Quest. You can now switch between your
personal Resource Lists without leaving Destiny Quest. A drop-down list above the Drag + Drop
widget lets you change the Resource List before dragging titles to the List. The enhanced Resource
List widget on the Destiny Quest Home page gives you access to your personal List and has new
user-friendly tab names.
Destiny Quest patrons can switch between their personal Resource Lists within Destiny Quest. The
ability to select personal Lists is available on all tabs of the Quest Home page—Library Titles,
Web Sites, One Search, and Digital Resources—the Search Results page, Title Details, Quick
Details, and on the My Lists tab of My Info.
To select a Resource List in Destiny Quest:
1.Open Destiny Quest.
2.Select the desired Resource List from the following:
a.
On any page, above the Drag + Drop widget
b.
In Quick Details
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c.
In Title Details
d.
In My Info
The Resource Lists widget on the Destiny Quest Home page has also been updated:
• The Most Recent tab has been removed and replaced with a My Lists tab.
• The Search Lists tab has been renamed Public Lists.
• On this new Public Lists tab, the search prompt at the bottom is now Find.
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Access Level:
All users
Permission:
Access My Lists for library
Create multiple lists
Search using Destiny Quest
View Public Lists
Importance:
You have easier access to your personal Resource Lists. In Destiny Quest, you can use the new
drop-down in the Drag + Drop widget or the My Lists tab in Resource Lists.
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53
Library Manager
Destiny Quest Mobile Enhancements
To maintain consistency with Destiny Quest, Destiny Quest Mobile includes the following
enhancements:
• Ability for you to view and switch between all of your My Lists created in Destiny Classic.
• An updated Home page:
▪▪
My List changes to My Lists and the count, in the orange badge, is the total for items in all Lists.
▪▪
Resource Lists changes to Public Lists. When tapped, the opening page is also named Public
Lists.
▪▪
The Notifications bar has been replaced by an orange badge on Account.
• Ability for patrons to switch between their personal Resource Lists without leaving Destiny Quest
Mobile, selecting any List as the active List.
• Ability for patrons to add or remove titles from their active My List.
• Ability for patrons to access their Follett Shelf directly through the new Follett Shelf icon on the
Home page.
Resource Lists
You can find Resource Lists in Destiny Quest Mobile in multiple areas.
On the Home page, tap the My Lists icon (was My List):
• The number in orange reflects the total number of items in all the patron’s Lists.
• Resource Lists has changed to Public Lists.
• Account now has a badge to replace the Notifications bar. The badge displays the number of
notifications for the patron.
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The My Lists menu opens, and you can select the List you want to view. The active, or selected,
List is designated by a checkmark.
If you open another List and want to make the List that you are viewing the active List, tap the
Make this my active list checkbox.
Patrons have a different active List. When a patron taps Remove from My List or Add to My List
in Title Details, Destiny Quest updates the active List. A message pop-up at the bottom displays
the active List:
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Follett Shelf
To access Follett Shelf directly from Destiny Quest Mobile:
On the Home page, tap the Follett Shelf icon.
Follett Shelf opens in the device’s browser.
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Access Level:
All users
Permission:
Access My Lists for library
Create multiple lists
Access FollettShelf directly
Importance:
You can switch between multiple Resource Lists in Destiny Quest Mobile. In addition, you can
access Follett Shelf directly without having to perform a search first.
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Library Manager
Barcode Printing Enhancement
Catalogers can choose to sort copy barcode labels by barcode number when printing them.
Copy barcode labels
To print ‘copy barcode labels’ sorted by barcode number:
1.Go to the Reports tab, Library Reports option.
2.From the Labels section, click the Barcode Labels.
3.Use the Sort by drop-down list to select Barcode.
4.Select other limiters as needed.
5.Click Run Report.
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Access Level:
Library Administrators
Permission:
Generate library collection reports
Importance:
Catalogers can now print copy barcode labels in numeric order to facilitate distribution of barcodes.
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Library Manager
Show Book Cover Images in Circulation
You now have the option to display book covers (TitlePeek images) when checking books in and
out, making it easier to confirm that students are performing the checkin and checkout process
correctly.
Note: A subscription to TitlePeek and books with ISBNs that TitlePeek has in its database are
required for this functionality.
Configuration
You can choose to display cover images from the Checked Out, Items Out, and/or Check In screens. To
enable this feature:
1.Navigate to the Back Office tab, Site Configuration option.
2.Click the Circulation subtab.
3.Select any or all of the following checkboxes. By default, they are not selected.
• Display Titlepeek cover images in Check Out – Check Out
• Display Titlepeek cover images in Check Out – Items Out
• Display Titlepeek cover images in Check In
4.Click the Save button.
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Check Out
When a checkout is successful, it appears in the Checked Out section, accompanied by its cover
image. When the next checkout is successful, the previous ones appear in the Items Out section.
Check In
When a checkin is successful, it appears in the Most Recently Checked In section, accompanied by
its cover image. When the next checkin is successful, the previous one moves down the list. Please
note that only the most recent checkin displays a cover image.
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Access Level:
Configuration
Site Administrator
Check Out
Site Administrator, Library Administrator, Staff
Check in
Site Administrator, Library Administrator, Staff
Permission:
Configuration
Manage Site Administration Options
Check Out
Check out library materials
Check in
Check in library materials
Importance:
If your students scan their own books to check them in and out, the cover images are a visual cue
to help them confirm that they checked the book in or out correctly. Not only does this make it
easier for the students, but it can free up time for the library staff.
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Library Manager
Titlewave Integration
From the title details of any book in Destiny, you can jump to a list of similar titles from Titlewave,
including titles from Alliance Plus® or a Z-Source.
To access a list of similar titles in Titlewave:
1.Open any book’s Title Details page.
2.Click View all similar title in Titlewave or the Find! button at the top of the Explore section.
Access Level:
Library Administrators
Permission:
Access to Titlewave
Importance:
Catalogers can enhance their current collection with similar titles in Titlewave.
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Library Manager
Display Sublocation
Previously, the Sublocation field in the copy record only appeared on the Copies tab in the Catalog.
It now displays in multiple places, letting you more quickly identify the location of copies that
include a Sublocation in the copy record.
In addition to appearing on the Copies tab in the Catalog, Sublocation is now in the following
places:
• In Library Search, it appears in Search Results, Title Details, and the Copies tab.
• In Visual Search, it appears in Search Results and Title Details.
• In Destiny Quest, it appears in Title Details.
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For students, the feature is labeled Location on the three pages listed above. In Add/Edit Copy, it is
still labeled Sublocation.
Note the following:
• Sublocation does not appear in District view.
• • The label, Location, and its value do not appear if there is no sublocation in the “best” copy
record.
Access Level:
All users
Importance:
The ability to view a copy’s Sublocation in Search Results and Title Details makes it easier for
you and your students to locate library materials.
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Digital Content Solutions
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Digital Content Subscriptions
Enhancements to WebPath Express Home Page
The WebPath Express Browse feature is now on the WebPath Express Home page and enhanced with
graphics, new buttons, and updated links.
To browse for subjects from the WebPath Express Home page:
1.Click a subject’s image or the plus icon next to the image.
2.Continue to drill down to the desired subject by clicking the plus icon.
Note: Clicking a different subject opens that subject and closes the previous one.
3.To close a subject area and move back up the hierarchy, click the minus icon.
4.When you reach the lowest level and find what you want, click the link.
The search results page displays a list of websites.
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Access Level:
All Users
Permission:
Search WebPath Express
Importance:
The enhanced WebPath Express Home page gives more visibility to the Browse feature. Students
often do not have a keyword in mind to search for in WebPath Express, so browsing lets them
explore a broad range of topics easily. The Browse feature also helps students hone their research
skills by letting them locate specific content not found in a basic keyword search. Students can
pinpoint topic areas and continue to refine their search to get to the most relevant content on that
topic.
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Enhancements to WebPath Express Search Results Page
The WebPath Express Search Results page was redesigned to be more intuitive to your filtering
needs.
Enhancements to the WebPath Express Search Results page include:
• Rearranged filter boxes.
• Changed language in the filter boxes. Instead of the default selection being All <filter name>,
it is now called Select.
• The Go! button was replaced by a larger Get Results button and was moved to a more obvious
location.
In addition, when you access WebPath Express search results from a Library Search on the Web
Sites subtab, there is a new link back to the WebPath Express Search Results page.
Note: This link is not available in Destiny Quest.
Access Level:
All Users
Permission:
Search WebPath Express
Importance:
WebPath Express filtering options are now more intuitive for students. In addition, the location
and size of the new Get Results button makes it more obvious for students when they select their
limiter options.
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WebPath Express District Statistics Report Enhancement
A new WebPath Express District Statistics report option lets you list the number of WebPath Express
searches for each site, as well as the total number of searches in the district.
The WebPath Express District Statistics report now has a new List drop-down option. To run a
WebPath Express District Statistics report that lists the number of WebPath Express searches by
site and the total for the district:
1.From the List drop-down list, choose Site Summary.
Note: To run a report that lists the top terms and topics, as well as the number of times each
was used, select Details from the List drop-down list.
2.In the For drop-down list, select the type of search for which you want the terms: Any,
Browse, Keyword (Search), Visual, or Destiny Quest.
3.In the Show the top drop-down list, select the number of terms you want in the report.
4.To limit the report to search terms entered during a certain timeframe, select or enter a date
range.
5.Click Run Report.
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Access Level:
District Library Manager User, District Report User
Permission:
Create Reports for the District
Importance:
You can run WebPath Express District Statistics reports that display the usage of WebPath Express
in each school as well as throughout the district. This information is helpful when justifying the
renewal of your WebPath Express subscription.
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Destiny Textbook Manager
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Textbook Manager
Groups of Textbooks
District-level users can now assign a class a group of textbooks, of which students only need one.
Assigning textbooks to a class as a group gives you a choice of the textbooks while still fulfilling
the Textbook Checkout Summary (Williams Case) report. For example, a group provides the
choice of Title A OR Title B OR Title C; or the choice between Title A (hardbound book) OR Title A
(eTextbook).
Only district textbook managers can create groups. District textbook managers can assign any
combination of groups and individual titles to a class. However, before a district textbook manager
can create a group, classes must be set up in Textbook Manager.
A textbook:
• can only be in one group for a class.
• can be in multiple groups if each group is associated with a different class.
• cannot be part of a group if it has been added individually.
Note: Textbooks assigned individually to a section that is later added to a class group are
promoted to the group.
To create a group of textbooks and assign textbooks to it:
1. Navigate to the district’s Back Office tab, Update Classes option.
2. Next to the course you want to create a group of textbooks for, click the Edit Class icon.
3. Click the Textbooks button.
4. On the Update Textbooks page, select the as part of a group (only one title in the group is
required) radio button.
5. Enter a name for the group in the box, and click the Add Group button.
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6. The Edit Textbook Group page opens. Enter a search term in the Find Textbook field, and select
your limiter from the in drop-down list.
7. Click the Go! button to search for a textbook to add to the group.
8. In the search results lists, locate the desired textbook, and click the Assign to Group button.
9. Repeat as needed.
10. When all appropriate textbooks are added to the list, click OK to return to the Update Textbooks
page.
To edit an existing group of textbooks:
1.On the Update Textbooks page, click the Edit button next to the group name.
2.To remove a textbook from a group, click the Remove button next to the textbook title.
3.To add a textbook, search for the textbook, and then click the Assign to Group button.
4.Once all appropriate edits are made, click OK to return to the Update Textbooks page.
For customers who manage their class textbooks by uploading a Textbook Associations XML file, an
optional Group element was added to the XML file. A district textbook manager can create groups
and add or remove textbooks accordingly.
To upload an XML file of textbook associations:
1.Create an XML file of records containing either of the following sets of information:
• Class name, Class ID, Action (add or delete), Textbook title, ISBN, Group
• Class name, Class ID, Action (add or delete), State/Textbook ID, Group
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For example,
<?xml version=”1.0” encoding=”UTF-8”?>
<FSC-Destiny-ClassTextbookAssociationImport>
<Class>
<ClassName>Algebra 101</ClassName>
<ID>MAT 4053</ID>
<Textbook action=”add”>
<Title>Beginning Algebra</Title>
<ISBN>987-0-486-43947-1</ISBN>
<Group>Main texts</Group>
(newly added element)
</Textbook>
</Class>
</FSC-Destiny-ClassTextbookAssociationImport>
2.Log in to Destiny as a district textbook manager.
3.Navigate to the district Back Office tab, Update Classes option, Upload Changes subtab.
4.Click the drop-down list to select Textbook associations.
5.Click the Choose File button.
6.Select your XML file.
7.Click Update.
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The steps to complete a checkout to a student when a textbook is in a group have not changed.
For the convenience of the staff member conducting the checkout, textbooks are organized by
their groups, if they belong to one. Once a student has received one textbook from each group of
textbooks assigned to the class, the Textbook Checkout Summary report will correctly show that
the student has all textbook materials for the course (see the Textbook Checkout Summary Report
Enhancement feature for more information).
Access Level:
District level login
Permission:
Manage Textbooks for the District
Importance:
District Textbook Managers now have OR and AND capabilities to assign multiple textbooks to a
class and only require that students receive one of the textbooks to meet the class needs.
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Textbook Manager
Order Textbooks Enhancements
A district textbook warehouse user can cancel an entire order after it has been approved and cancel
requested copies that are backordered.
Previously, there was no way to close orders that had an open status. For example, a school
requested 14 textbooks from the district textbook warehouse. The warehouse approved the order
and shipped the 12 copies it had on the shelf. While waiting for the two remaining textbooks, the
school called and said two students dropped the class, so they didn’t need the additional textbooks.
To cancel backordered textbooks:
1.Log in to Destiny as a district textbook warehouse user.
2.Go to the Catalog tab, then the Order Textbooks option.
3.Locate the order in the Shipped section, and click the View Order icon.
4.Next to Number of copies on backorder, click Edit.
5.On the Backorders page, enter the number of copies to cancel in the # to Cancel field.
6.Click Save.
7.If you canceled all the backordered copies and the receiving site has received all the copies you
shipped, the message Order <number> is now complete appears. The quantity of copies you
canceled appears in the Canceled column under Titles.
8.Click Close.
To cancel an approved order:
2.Go to the Catalog tab, then the Order Textbooks option.
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3.Locate the order in the On Order section, then click the View icon.
4.Click the Stop Order button.
5.When the Do you want to cancel this entire order? message appears, click Yes.
Access Level:
District Textbook Warehouse User
Importance:
You can cancel an order after it is approved as well as orders for copies that were backordered.
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Textbook Manager
Open Orders by Title Report
The district warehouse can generate a report that lists all open (Submitted, On Order, Shipped)
orders by title.
Your district warehouse can generate a list of titles that are on order, along with the number of
copies needed for each site.
To generate an Open Orders by Title report:
2.Go to the Reports tab, then click the Textbook Reports option.
3.Select the Open Orders by Title report.
4.From the Select & sort by list, select either Title or State/Textbook ID.
5.If you selected Title, enter a range. If you selected State/Textbook ID, enter the ID.
6.If you selected Title, select the checkboxes to include Teachers’ Editions, Resource Kits, or
both.
7.To limit the report to orders created in a particular date range, select or enter the dates.
8.Click Run Report.
Access Level:
District Textbook Warehouse User
Importance:
When ordering textbooks from publishers, your textbook warehouse can determine the total
demand for each title by generating the Open Orders by Title report.
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Textbook Manager
Alternate Site Type
You can now group your sites by more than just education level. For example, you can group your
Textbook Manager-only sites into a region for reporting purposes.
The Destiny Administrator can name this alternate site type (a user-defined field) and then name
and assign each Textbook Manager site, including a textbook warehouse, to a group.
Once the Destiny Administrator groups the sites, the district textbook manager can limit the
following reports by these new groups or alternate site types:
• Student to Textbook Statistics
• Textbook Checkout Summary
• Textbook Inventory Change Analysis
To name the alternate site type:
1.In the district setup, navigate to the Sites subtab.
2.Click the Edit District button.
3.Scroll down to the Textbook Management section.
4.In the Customize User-Defined Alternate Site Type field, enter a name.
5.Click Save.
To define and assign an alternate site type to a site:
1.In the district setup, navigate to the Sites subtab.
2.Click the Edit icon next to the name of the site you want to assign to an alternate site.
3.Click the Alternate Site Type drop-down to select the appropriate site type.
4.If needed, click the Other button to create a new alternate site type.
5.When the Manage <alternate site type name> page opens, enter a name of up to 50 characters in
the Alternate Site Type field.
Note: From this page, you can also edit and delete any existing alternate site types.
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6.Click the Save button.
7.Repeat steps 4–6 until you have created as many alternate site types as you need.
8.Once you have finished creating the alternate site types, assign the appropriate site type to
additional sites by repeating steps 1–3.
9.Be sure to click the Save button after making any changes.
Access Level:
Destiny Administrator
Importance:
In addition to grouping schools by site type, you can now group schools by regions, boroughs,
parishes, or anything that is relevant for reporting purposes.
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Textbook Manager
Textbook Checkout Summary Enhancements
There are many new options available in a site-level Textbook Checkout Summary report. You can
add more information and a page break and signature line after each class section. There are also
more limiting and sorting options.
The Textbook Checkout Summary report shows schools with students who haven’t received the
textbooks they need based on their schedules. New options available in a site-level Textbook
Checkout Summary report include limiting and sorting options, and adding a page break and a
signature line after each class section. In order to view this report, class schedule information must
be loaded, and textbook associations must be defined.
Limiting options:
• Class name (default)
• Teacher
• Textbook title user defined field
Sorting options:
• Class ID
• Class name (default)
• Teacher
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Options to include the following information:
• Teacher
• Period
• Textbook title user-defined field, which appears only if it contains a value
• Page break (appears after each class section)
• Signature line (for each class section)
If the district is using Textbook Groups (see the Groups of Textbooks feature for more information),
the report accommodates them. There are no changes to the Textbook Checkout Summary when
generated for a district, site type, or alternate site type.
Access Level:
District or site staff with administrator access
Permission:
Manage Textbooks for the District
Generate textbook collection reports
Importance:
You now have more choices available when creating a Textbook Checkout Summary report. There is
a signature line for each section so that teachers can print and sign off on their sections to ensure
each student has a textbook.
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Textbook Manager
Enhancement to Import Textbooks
Import Titles compares the first 150 characters of the title to determine if the title is a duplicate.
Previously, it compared only the first 80 characters. Depending on the title, 80 characters were not
always enough to eliminate duplicates during import.
Import Textbooks compares the first 150 characters of the title to determine if the title is a
duplicate. Previously, it compared only the first 80 characters. Depending on the title, 80 characters
were not always enough to eliminate duplicates during import.
For example, consider the following two textbook titles. The first 80 characters are in bold:
Access to History for the IB Diploma: Political Developments in the Americas after
World War I 1918-28
Access to History for the IB Diploma: Political Developments in the Americas after
World War II 1945-79
Import Textbooks will not see these two titles as duplicates. Previously, it would have.
Access Level:
Textbook Administrator
Permission:
Import textbooks/copies
Importance:
Titles in some series or sets have the same first characters, with the differentiating characters
appearing after the 80-character point. Now, with Import Titles comparing the first 150 characters,
it will not see these titles as duplicates.
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Textbook Manager
Update an Instructional Classification
You can now update the instructional classification for all textbooks with checked-out copies with a
few exceptions
In previous versions, once a textbook had any checked-out copies, you could not update the
instructional classification. Now, you can update the instructional classification for checked-out
textbooks, except for the following:
• Textbooks with an instructional classification of Digital Material (never barcode), if any copy
in the district is checked out or any site in the district has unlimited copies.
• Textbooks with an instructional classification designated as consumable that have checked-out
copies.
To update an instructional classification:
1.Log in to Destiny Textbook Manager.
2.Search for the textbook that needs updating.
3.When the search results appear, click Details.
4.Click Edit Title.
5.Select an Instructional Classification from
the drop-down list, or click Other to define a
new one.
6.Click Save.
Access Level:
Textbook Administrator
Permission:
Manage Textbooks Edit
Importance:
If you need to change the instructional classification of a title for any reason, you can update it,
even if some copies are checked out.
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Destiny Asset Manager
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Asset Manager
Help Tickets
You can now manage the repair and maintenance needs of your asset items with Asset Help Tickets.
Create, manage, and archive work tickets for your asset items in need of repair or maintenance.
You can also let patrons with the appropriate permissions create Help Tickets to inform you when
asset items need maintenance.
Users with the new Create help ticket for self permission and district asset managers can create
Help Tickets in one or more of the following locations:
• An asset’s Items tab
• My Info in the new Custodian section
• My Info in the Checked Out Assets section
• Patron Status in the new Custodian section
Users with the new Manage help tickets permission can manage Help Tickets in the following
ways:
• Helpdesk technicians can create new Help Tickets when a user contacts them about an asset item
needing repair or maintenance.
• Helpdesk technicians can view all the open Help Tickets in the queue, determine the work to be
done, and assign them to the correct technician.
• Schools and districts can create Servicing Teams that are responsible for repairs. They can
designate a team head and assign teams to the asset templates.
• Once a school or district creates a Servicing Team, Asset Manager automatically assigns a Help
Ticket to the head of the local team responsible for that asset. If there is no local designated
head, Asset Manager assigns the Ticket to the district head. If there is no district head, the
school or district must manually assign the ticket to a technician.
• The detailed version of the Deleted Assets report includes Help Ticket information.
• The district asset manager has access to all the Help Tickets in the district’s Back Office.
Setting Up a Servicing Team
Templates can now include information on the team responsible for repairing and maintaining that
type of asset. You can create district-based and site-based servicing teams to fit your needs in the
asset template.
In Manage Servicing Teams, all teams are visible to all sites. However, the head of a Servicing
Team is site-specific. Each site can define a servicing team head for their site. This team head is
visible only at their site. The district can define a servicing team head. This team head is visible
only at the district.
Once a school or district creates a Servicing Team, Asset Manager automatically assigns a Help
Ticket to the head of the local team responsible for that asset. The Help Ticket appears in the Open
section of the Help Tickets queue.
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To create a Servicing Team:
1. Navigate to the Catalog tab, Add Asset option, then the Edit Templates subtab.
2. Next to the template you want to edit, click Edit.
3. Select the Assign repair responsibility checkbox.
4. To create a team, click Other.
5. On the Manage Servicing Teams page, click Add Team.
6. On the Add Servicing Team page, enter a name (up to 50 characters) for the team.
7. To designate the head of the team, click Select.
8. Search for and select the patron.
9. Click Save.
10. Click Close. You are returned to the Edit <asset> Template page.
11. Use the drop-down list to select the Servicing Team.
12. Click Save.
To select an existing site Servicing Team:
1.Navigate to the Catalog tab, Add Asset option, then the Edit Templates subtab.
2.Next to the template you want to select an existing site Servicing Team for, click Edit.
3.Select the Assign repair responsibility checkbox.
4.Use the drop-down list to select the Servicing Team. At the district, the list contains both site
and district teams.
5.Click Save.
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To select an existing district Servicing Team:
1. Navigate to the Catalog tab, Add Asset option, then the Edit Templates subtab.
2. Next to the template you want to select an existing site Servicing Team for, click Edit.
3. Select the Assign repair responsibility checkbox.
4. Next to Servicing Team, click Other.
5. Under Additional Servicing Teams, click Edit next to an existing team. These are teams
created by another site or a district asset manager. To assign one of these additional teams,
you’ll need to make it a local team.
6. On the Edit Servicing Team page, edit the name, if desired. This changes the name for the entire
district.
7. If you are a site asset manager, select the Local Servicing Team checkbox. This changes the
district team to a local team for this site.
8. To designate the head of the team, click Select.
9. Search for and select the patron.
10. Click Save. You are returned to the Manage Servicing Team page.
11. Click Close.
12. Click the drop-down list to select the Servicing Team.
13. Click Save.
Creating a Help Ticket from the Items subtab
Users who have the new Create Help ticket for self permission and can access an asset’s Items
tab can create a Help Ticket.
To create a Help Ticket in the Items subtab:
1.In the Catalog tab, search for the item you want to create a Help Ticket for and open the
Items subtab.
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2.Next to the item, click the Tool icon.
3.Enter a summary of the problem on the Create Asset Ticket page. Details are optional.
4.Update or complete the Contact Information, if desired. The default information entered is that
of the logged-in user.
5.To select a different user, click Select, and then find and select the user.
6.If needed, edit the Name, Email address, and Phone number.
7.Click Save & Send.
Asset Manager automatically creates a numbered Help Ticket and sends it to the Help Tickets queue
in the Back Office tab. If the school or district has assigned a Servicing Team (and a head) to the
asset’s template, Asset Manager automatically assigns the Help Ticket to the Servicing Team head
and it appears in the Open section of the queue. Otherwise, it is in the Unassigned section.
A Help Ticket History is started, containing the following information:
• Ticket number
• Summary
• Description (Details), if entered
• Default Priority – Medium
• Status – Open
• Assigned to (if a Service Team head exists)
• Requestor’s name, email address and phone number, if entered
• Number of items submitted for repair
This same information is added to the item’s Transaction History.
Creating a Help Ticket from MyInfo
Users with the new Create Help ticket for self permission and who have the Use Asset Search
permission can create a Help Ticket for the items viewable in My Info.
Users with the new Create Help ticket for self permission and who are Custodians of assets can
view a list of assets and create Help Tickets for them in My Info. The new section in My Info,
Custodian, lists all asset items that the logged-in user has been assigned to as Custodian and does
not appear for non-custodians.
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Note: Custodians need the Create Help Ticket for self permission to create a Help Ticket from
MyInfo and they will automatically see the Create New Help Ticket icon.
To create a Help Ticket in My Info:
1.Log in to Destiny, and select the My Info tab.
2.Next to the item needing attention, click the Tool icon.
3.On the Create Asset Ticket page, enter a summary of the problem. Details are optional.
4.Update or complete the Contact Information, if desired. The default information entered is that
of the logged-in user.
5.To select a different user, click Select, and then find and select the user.
6.If needed, edit the Name, Email address, or Phone number.
7.Click Save & Send.
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Creating a Help Ticket from the Back Office tab
Helpdesk technicians can create new Help Tickets when a user reports an asset item needing repair
or maintenance.
To create a Help Ticket from the Back Office tab:
1. Log in to Destiny and select the Back Office tab, then the Help Tickets option.
2. On the Track tab, click New Ticket.
3. To identify the asset item, click Select.
4. Enter one of the following: Item Barcode, Item Serial Number, or Asset Displayable
Name.
5. Click Go.
6. If multiple search results appear, click Select next to the correct one.
7. If a Servicing Team (with a head) has been assigned to the item’s template, the Assigned to
field is automatically completed on the New Ticket page.
8. If you have physical possession of the item, select the Item submitted for repair checkbox.
9. Use the drop-down lists to select the Priority and Status.
10. Enter a Summary of up to 255 characters and, optionally, Details of up to 1,000 characters.
11. If you know who will repair this item and no Servicing Team has been set up for this asset,
assign the Help Ticket to a technician. To search for and select the appropriate technician,
click Select.
12. 1f you know how long the repair will take, enter or select an Expected Completion date.
13. Under Requestor Information, perform a patron search and select the patron who called or
brought in the item for repair.
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14. Edit the patron’s email address or a phone number, if needed.
15. Click Save.
Results
Asset Manager creates and automatically numbers a Help Ticket in the following scenarios:
• If you assigned a technician and the ticket status is Open, it appears in the Open section of the
queue.
• If you assigned a technician and the ticket status is Pending, it appears in the Pending section of
the queue.
• If you didn’t assign a technician and the ticket status is Open or Pending, the ticket appears in
the Unassigned section of the queue.
Managing the Help Ticket Queue
Users with the new Manage Help Ticket permission can manage Help Tickets in the following
ways:
• View the item information.
• View the Help Ticket’s history.
• View the item’s Asset Status page.
• View the item’s Transaction History.
• Update the Priority—High, Medium, or Low.
• Update the Status—Open, Pending, or Closed.
• Assign or reassign the ticket to a technician or repairer.
• Update or enter an expected completion date.
• Update the Requestor Information.
• Add notes.
• Close a Help Ticket.
• Reopen a Help Ticket.
On the Track tab of the Help Tickets option, you can do the following:
• Expand or collapse any of the sections: Unassigned, Open, Pending.
• Sort each section by clicking the column heading.
• Edit a ticket.
Editing a Help Ticket
Help Ticket managers can update the information in a Help Ticket, record the progress of the repair,
and add notes.
To edit a Help Ticket:
1. Select the Back Office tab, then the Help Tickets option.
2. Next to the ticket you want to edit, click Edit.
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3. Review the item’s information. If you have optional permissions, you can click the item
barcode number to view its Asset Status page, and from there, its Transaction History.
4. To view the help ticket history, click View History.
5. Update either the Priority or Status, if desired. Updating the Status moves the ticket to the
corresponding section of the queue.
6. To assign or reassign the ticket to the technician responsible for resolving the issue, click
Select. To remove a technician, click Clear.
7. Enter or select an Expected Completion date.
8. Update the Requestor Information as necessary.
9. Next to the asset name or Add Note button near the bottom of the screen, click the Paper
icon to add progress notes.
a.
Enter up to 1,000 characters on the Note page.
b.
Click Save.
10. Click Save when you are done.
Closing and Archiving a Help Ticket
When a repair is complete, you can add a resolution and close a ticket.
To close and archive a Help Ticket:
1.From the Back Office tab, Help Tickets option, ensure the Track subtab is selected.
2.Click Edit Help Ticket.
3.Use the Status drop-down list to select Closed.
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4.Click Save.
5.Select a Resolution. If one of the five default resolutions is not suitable, click Other to define
and save a new one.
6.If you chose Duplicate, enter the duplicate ticket number in the box that appears.
7.Enter a description of the resolution or the steps taken to resolve the issue. You can enter up to
1,000 characters.
8.Click Save.
The Help Ticket moves to the Closed section of the Archive subtab.
Reopening a Help Ticket
Help Ticket managers can reopen a closed Help Ticket when a requester reports a persistent or
unresolved issue.
To reopen a Help Ticket:
1.From the Back Office tab, Help Tickets option, ensure the Archive subtab is selected.
2.Next to the ticket you want to reopen, click Edit.
3.Click Reopen.
4.Enter a Description, or reason for reopening the ticket.
5.Enter or select an Estimated Completion date.
6.Click Save.
The Help Ticket moves to the Open section on the Track subtab. By default, it has a status of
Open. Asset Manager assigns the ticket to the same technician and adds the Reopen Description
and Expected Completion date to the Help Ticket History and the item’s Transaction History.
Generating a Deleted Assets Report
The Detailed version of the Deleted Assets report will now contain Help Ticket history.
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Access Level:
Destiny Administrator, District Asset User, Site Administrator, Asset Administrator, staff, and patrons
Permission:
Setting up a Servicing Team
Manage Assets for the District or Manage asset templates
Creating a Help Ticket from the Items subtab
Manage Assets for the District, Create Help Ticket for self, or Use Asset Search
Creating a Help Ticket from My Info
Create Help Ticket for self and View own status
Creating a Help Ticket from the Back Office tab
Manage Assets for the District or Manage Help Tickets
Managing the Help Ticket Queue
Manage Assets for the District or Manage Help Tickets, and View asset item and Access
asset history
Editing a Help Ticket
Manage Assets for the District or Manage Help Tickets, and View asset item and Access
asset history
Closing and Archiving a Help Ticket
Reopening a Help Ticket
Generating a Deleted Assets Report
Generate Asset Reports
Importance:
You can now create, manage, and archive work tickets for your asset items in need of repair or
maintenance.
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Asset Manager
Current Circulations Dashboard Report
You can view a snapshot of all assets in circulation with the Assets Circulation Statistics graphical
report on the Dashboard.
You can quickly see which and how many assets are currently in circulation by adding the Asset
Circulation Statistics report to your Dashboard.
To add the Asset Circulation Statistics report to the Dashboard:
1. Go to the Dashboard tab.
2. Click the Configure button.
3. Next to Asset Circulation Statistics, click the Add button.
4. Click the Save button.
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Access Level:
Destiny Administrator, District Asset Administrator, Site Administrator, and Asset Administrator
Permission:
Display Asset Dashboard
Importance:
You can now quickly view which and how many assets are currently in circulation.

What`s New in Destiny Version 11.5

Transcription

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