What`s New in Destiny 10.0_013112.indd

Transcription

W
hat’s New in Destiny 10.0
Destiny 10.0 Features
Welcome to Destiny® 10.0. This new version incorporates many of your suggestions, and we’re confident you’ll find that
the enhanced features and functions of Destiny 10.0 meet all your database needs. This document introduces you to
the Destiny 10.0 features available for Destiny Library Manager™, Destiny Textbook Manager™, and Destiny Asset
Manager™. The improvements include the following:
Destiny Quest Mobile App: Browse your library catalog remotely and perform other functions within Destiny Quest
through smart phones and mobile devices.
My Quest: Manage recommendations and MyQuest comments more easily and experience an improved view of
Updates.
TitlePeek: Add your own local cover title images for items TitlePeek does not have covers for.
Holds: Notify patrons that the item they placed on hold is ready by printing or emailing them a notice.
Consumables: Track lab manuals, study guides, workbooks, and other materials students are not expected to return.
Transfers: Retain budget category, order number, and purchase price fields when transferring unbarcoded copies, and
send notifications to multiple email addresses when transferring textbooks or assets.
Overdue Materials: Address notices regarding library materials and textbook to the Parent or Guardian of your patrons.
Send notices to one or both email addresses from a patron’s record.
Asset fines: Assign fines for lost or damaged asset items.
This document provides a brief description, along with step-by-step instructions, if applicable, of the new and updated
features and functions. It also notes the permissions and access levels required to access the updated functionality.
We’re delighted that you are a Follett Software customer, and we look forward to providing you with training and
services to help you fully optimize your product experience.
© 2011 Follett Software Company
What’s New in Destiny 10.0
Table of Contents
All Products
Improved Administration of Patron Data Loads ......................................................................................... 3
Multiple Currencies ................................................................................................................................... 5
Updated Follett Remote to Support Mac OS 10.7 Lion ............................................................................ 7
Patron Import Converter for Mac OS ....................................................................................................... 9
Report Builder Column Changes ........................................................................................................... 11
Library Manager
Destiny Quest Application for Mobile Devices ......................................................................................... 15
Improved Ability to Manage Recommendations and .............................................................................. 17
MyQuest Comments ............................................................................................................................... 17
Improved View of Updates in MyQuest ................................................................................................... 19
Show LOST instead of OUT for lost items in Quest ................................................................................ 21
Show/Hide Option for Quiz Info Tab in Quest Title Details ...................................................................... 23
Improved Ability to Restrict Access to Comments Feature .................................................................... 25
Barcode Retained on Deleted Copies With Lost Fine ............................................................................. 27
Improved Support for Citations ............................................................................................................... 29
Improved Display of Fine Notes in Fine History ...................................................................................... 31
Improved Display of Call Number in Search Results .............................................................................. 33
Overdue Notice Address Options ............................................................................................................ 35
Printing Receipts for Refunds ................................................................................................................. 37
Allow Patrons to Delete Their Own Holds ............................................................................................... 39
Top 10 Titles List Includes Non-Book Checkouts .................................................................................... 41
Added Ability to Customize Top 10 Titles to a Call Number Range ......................................................... 43
Option to Print or Email an Individual Ready Hold Alert .......................................................................... 45
Overdue Notice Email Address Options .................................................................................................. 47
Require Note on Refund ......................................................................................................................... 49
Ability to Add or Replace Cover Title Images in TitlePeek (TitlePeek Subscribers Only) ........................ 51
Support for RDA (Resource Description and Access) Cataloging Standards ......................................... 53
Digital Content Subscriptions
New Limiter Options in WebPath Express .............................................................................................. 57
Standards Improvements ....................................................................................................................... 59
New Fountas and Pinnell Reading Program Service .............................................................................. 61
Textbook Manager
Class Schedule Improvements ............................................................................................................... 65
Checking Out Consumables ................................................................................................................... 67
Add Copy—Barcode Entry Validation...................................................................................................... 71
Barcode Retained on Deleted Copies with Lost Fine ............................................................................. 73
Data Retained During a Transfer ........................................................................................................... 75
Incoming Transfers Email Address Options ........................................................................................... 77
Overdue Notice Address Options ............................................................................................................ 79
Overdue Notice Email Address Options ................................................................................................. 81
Require Note on Refund ......................................................................................................................... 83
Printing Receipts for Refunds ................................................................................................................ 85
Checked-Out Textbooks Appear in Destiny Quest .................................................................................. 87
Asset Manager
Asset Fines ............................................................................................................................................. 91
Incoming Transfers Email Address Options ........................................................................................... 93
Asset Renewals ...................................................................................................................................... 95
1
All Products
2
All Products
3
Improved Administration of Patron Data Loads
Feature Description
This feature allows you to schedule patron updates to run automatically. Note: this feature is not available for customers
on a hosted environment or for customers in a consortium.
Feature Information:
To schedule a patron update:
1. Log in as a District User.
2. Navigate to Back Office > Update Patrons > Schedule subtab.
3. Click the New Update button.
From this screen, you can schedule the day(s) of the week and time(s) you would like to run the update. For each day
of the week that you schedule an update, select between a full or incremental update.
You can temporarily disable the scheduled updates by selecting Disable Patron Update.
Access Level:
District Level User
Permission: Manage Patrons for the District
Importance:
This enhancement allows you to schedule patron updates interactively rather than manually creating, scheduling, and
maintaining batch processes to load patron updates.
Additional Resources:
“Schedule a Patron Update” online Help article
“Schedule a Patron Update” onscreen Help
4
All Products
5
Multiple Currencies
Feature Description:
The list of international currencies supported by Destiny dramatically increases in Destiny 10.0. The Region Format
feature offers 21 options for displaying dates, times, and numbers in Destiny. The Fine Currency feature includes 105
international currencies.
Region Format and Fine Currency are district settings. Region Format controls the display format for dates, times,
and numbers and Fine Currency controls fines.
To change the format of dates, times, and numbers based on region for the entire district:
•
Access the Destiny district home page.
•
Log in as the Destiny Administrator.
•
Click the Setup button in the upper right corner of the screen.
•
Ensure that the Site subtab is selected.
•
Click the Edit icon adjacent to District.
•
Locate the Region Format drop-down list.
•
Select the appropriate region format from the list.
•
Click Save.
6
To change the fine currency for the entire district:
•
Access the Destiny district home page.
•
Log in as the Destiny Administrator.
•
Click the Setup button in the upper right corner of the screen.
•
Ensure that the Site subtab is selected.
•
Click the Edit icon adjacent to District.
•
Locate the Fine Currency drop-down list.
•
Select the appropriate currency from the list.
•
Click Save.
Please note the following:
•
There is no conversion of fine amounts or copy prices. If you have multiple currencies for fines and copy prices, you
need to enter the appropriate fine values for lost copies.
•
To change the currency setting, you must have exclusive access to the Destiny database. No other users can be
logged in and no other processes can be running.
•
Reports may now use international currencies as values. However, reports that display totals containing a mix of
copy/title level currencies always display the Region Format for the currency, even if the copy/title level currencies
are the same.
Access Level:
Destiny Administrator
Importance:
Districts can choose one of more than 100 different international currencies for fines and 21 options for the display of
dates, times, and numbers based on regional preference.
All Products
7
Updated Follett Remote to Support Mac OS 10.7 Lion
Follett Remote is now compatible with Mac OS X Lion.
Access Level:
Site Administrator, Library Administrator, Staff
Importance:
You can now use Follett Remote on your Mac OS 10.7 workstations.
.
8
All Products
9
Patron Import Converter for Mac OS
The Patron Import Converter is now compatible with newer versions of the Mac OS.
To run the Patron Import Converter successfully on a Mac, you must run Mac OS X with Java 1.6.
Access Level:
District User
Importance:
You can now run the Patron Import Converter on your Mac workstations.
Additional Resources:
“Run Patron Import Converter (MAC)” online Help article
10
All Products
11
Report Builder Column Changes
To make important enhancements to features that affect international Destiny customers, it was necessary to modify
two internal columns: Patron Status and Copy Status. These changes may affect some of your previously saved Report
Builder reports.
If you saved a report (prior to upgrading to Destiny version 10.0) that contains the patron or copy status field, you may
receive a column error message when you try to run or edit the report, as displayed in the screenshots below.
Follow the steps below to update and correct the columns in the report:
1. From the list of saved Report Builder reports, click the Edit icon next to the report you need to update.
2. On the Step 1 screen, reselect the Status option.
3. Click the next arrow through the remaining steps of the report setup.
• Please note: If the Status option is used in any of the subsequent steps, such as Report Limiters, the limiter is
removed unless you set the limiter again. An error message does not display.
4. Save and run the report.
You can now run or edit the report without error.
Report Builder reports that may be affected follow:
• Patron Reports: General Information, Transaction Summary, Current Checkouts, Current Fines/Refunds, Current
Holds/Bookings
• Library Reports: Library Reviews, Library Copies
• Textbook Reports: Textbook Classes
• Media Copies
12
Access Level:
Site Administrator, Library Administrator, Textbook Administrator, Asset Administrator
Permission: One or more of the following—Generate textbook collection reports, add/edit/delete
Report Builder—textbook reports, Generate library collection reports,
Add/edit/delete Report Builder—library reports, Generate asset reports,
Add/edit/delete Report Builder—asset reports
Importance:
Report Builder reports affected by the necessary feature enhancements will be ready to run again once you follow the
simple procedure to update the columns.
13
Library Manager
14
Library Manager
15
Destiny Quest Application for Mobile Devices
Destiny Quest now has a mobile application designed for students.
The Destiny Quest mobile application is available to customers on Library Manager version 10.0. The
apps are available for Android (v. 2.1, 2.2, and 2.3 for phones and v. 3.0, 3.1, and 3.2 for tablets) and
iOS (v. 4.2 and higher, second generation iPod Touch and greater, iPhone 3G and later, and all iPads), in
their respective app stores.
To enable the app for students:
• Enable external access to Destiny.
•
Enable Destiny Quest.
•
Ensure that patrons know the library URL.
•
Ensure that patrons use their individual login for maximum utilization.
Access Level:
All
Permissions: Search Using Destiny Quest
Importance:
Students can remotely browse the library catalog, place items on hold, save books to resource lists, view
their account information, access their bookshelf, write reviews, and more using their smart phones and
mobile devices.
16
Library Manager
17
Improved Ability to Manage Recommendations and
MyQuest Comments
Administrators have enhanced abilities to manage Recommendations and MyQuest conversations. In
addition, one access level permission was renamed and a second was revised to reflect their functions
more accurately.
The former access level permission Approve/edit/delete recommendations has been changed to Process
unapproved recommendations to indicate more accurately what the permission controls.
The Moderate MyQuest conversations permission has been replaced by the permission Manage
recommendations and MyQuest comments. This permission controls the ability to manage
recommendations and MyQuest comments.
An administrator with the proper rights can manage recommendations and MyQuest conversations for
patrons in two ways.
The first method is on the Patron Status screen for individual patrons.
•
Navigate to the Circulation tab > Patron Status option and search for a patron.
•
Click on the Manage button in the Recommendations and MyQuest comments section.
•
Click the Hide button next to any recommendation that you would like to hide. The button changes to
a Show button, which you can click if you later decide to show the function.
•
Click the More button next to any MyQuest comments that you choose to manage. Click the Hide
All button to hide the whole conversation or the Hide button to hide an individual line of the
conversation.
18
The second option is to delete recommendations or MyQuest comments on a batch basis from the
Update Patrons screen.
•
Navigate to the Back Office tab > Update Patrons option > Delete subtab.
•
From the Delete drop-down list, select either the MyQuest Comments or Recommendations option.
•
From the Based on drop-down list, select Global criteria, Barcode list or file, or List of patrons based on
how you would like to delete the comments or recommendations.
•
Depending on what you chose above, make the appropriate selections. Click on Preview to run a
preview report or Delete All to complete the update.
Access Level:
Site Administrator, Library Administrator
Permissions: Process unapproved recommendations, Manage recommendations and MyQuest comments
Importance:
These new administrative functions allow you to manage the recommendations and MyQuest comments
of your patrons.
Library Manager
19
Improved View of Updates in MyQuest
Students viewing the MyQuest Updates screen can expand or collapse their view by clicking the arrow next to the
section title.
Clicking the arrow adjacent to the date of the MyQuest Updates allows students to expand or collapse the update view.
Access Level:
All
Permission: Participate in MyQuest
Importance:
The ability to expand or collapse MyQuest Updates by date range allows students to navigate quickly between posts.
20
Library Manager
21
Show LOST instead of OUT for lost items in Quest
Materials marked as lost are marked as LOST in Destiny Quest (formerly the display showed OUT if the only copy of
the material was lost).
Access Level:
All
Permission: Search Using Destiny Quest
Importance:
Patrons can quickly identify that a title is lost without asking for more information.
22
Library Manager
23
Show/Hide Option for Quiz Info Tab in Quest Title Details
If a title is not associated with reading program quizzes, the Quiz Info tab does not display in Destiny Quest.
Access Level:
All
Permission: Search Using Destiny Quest
Importance:
The Quiz Info tab is not necessary if a title record does not have a reading program quiz associated with it. Hiding the
Quiz Info tab for titles without associated program quizzes prevents the display of a blank screen and avoids patron
confusion.
24
Library Manager
25
Improved Ability to Restrict Access to Comments Feature
A new access level permission was added that allows you to restrict patrons from making comments on
recommendations in Classic Destiny and restricts non-friends from making recommendations in MyQuest.
The new access level permission Allow comments on recommendations is on by default if the parent permission
Recommend titles to other users is selected. If the parent permission is not selected, patrons can’t add comments
when recommending a title.
To restrict access to the comments feature while still allowing patrons to recommend titles to other patrons:
• Navigate to Back Office tab > Access Levels option > Patrons subtab.
•
In the Self-Empowered Patron Access section, uncheck the Allow comments on recommendations option.
Access Level:
Site Administrator
Permission: Allow comments on recommendations
Importance:
You can choose to allow patrons to recommend titles to other users. Patrons cannot add comments on
recommendations without being able to recommend title to other users.
26
Library Manager
27
Barcode Retained on Deleted Copies With Lost Fine
Library Manager retains barcodes on copies with associated fines even when a copy or a title is deleted.
When a title or copy is deleted, Destiny retains the copy barcode. So you can identify fines still associated with deleted
copies, the Fines and Patron Status screens indicate a deleted copy with the phrase Copy Deleted <barcode>. This
information also appears on the following reports:
•
Current Checkouts/Fines
•
Fine History
Access Levels:
Permissions: Manage titles: Delete, Manage Copies: Delete
Importance:
More information is available for deleted copies that have fines.
28
Library Manager
29
Improved Support for Citations
Library Manager now has citation templates for electronic books, computer files, maps, manuscripts, music (printed),
recordings (musical), recordings (non-musical), digital resources, and pictures.
You or your patrons can create a citation list of titles in a resource list in Library Manager Classic or Destiny Quest by:
•
Opening the resource list.
•
Selecting Citation List from the drop-down list at the bottom of the screen.
•
Clicking Go!.
Access Level:
All
Permissions: Access My Lists for library
Importance:
The addition of these citation templates allows patrons to create citation lists for a variety of material types.
30
Library Manager
31
Improved Display of Fine Notes in Fine History
Fine notes display when you view the Fine Details after a fine is waived or paid.
In addition to viewing fine notes by hovering over the notes icon on the Fine History screen, you can now view fine
notes entered for fines that have been paid or waived when you click on the Details button on the Fines screen.
Access Levels:
Permission: View library fines
Importance:
In addition to offering another method to view fine notes from the Fine History screen, this new feature enables easy
printing of fine notes.
32
Library Manager
33
Improved Display of Call Number in Search Results
An item’s call number is now labeled in the Search Results for Destiny Classic. Destiny Quest already has prominent
call numbers.
To enable patrons conducting a catalog search to locate the call number more easily, the call number is now labeled on
the Search Results screen.
Importance:
The call number is easier for patrons to identify on the Search Results screen.
34
Library Manager
35
Overdue Notice Address Options
You can now address overdue notices to a patron’s parent or guardian by selecting the option To the Parent or
Guardian of:.
To create an overdue notice that is addressed to a patron’s parent or guardian:
•
•
•
•
•
•
•
•
Navigate to the Reports tab > Library Reports or Patron Reports option.
Click the Current Checkouts/Fines reports hyperlink.
In step 1, select the appropriate options.
Select Format: Notices.
Continue to step 2 and select appropriate options.
Continue to step 3.
Select the Address Label: To the Parent or Guardian of: Patron’s Name checkbox.
Click either Save Setup or Run Notices.
Access Level:
Permission: Generate library collection reports
Importance:
You can send notices about overdue books or fines To the Parent or Guardian address when you set up the notice,
which eliminates addressing notices to the wrong person.
36
Library Manager
37
Printing Receipts for Refunds
After you issue a refund to a patron and click Update, Destiny no longer removes the refund automatically. Instead, a
message appears asking whether you want to clear the fine/refund or print a receipt.
You can print a receipt that shows a refund by clicking the Print It! button on the Fines screen.
Access Level:
Permission: View library fines: Add, Pay, Waive, and Delete
Importance:
You no longer have to worry about manually deleting refunds because a message prompts you to delete the refund or
print a receipt.
38
Library Manager
39
Allow Patrons to Delete Their Own Holds
Patrons can manage their own holds, interlibrary loans (ILL), and reserves with the appropriate access level
permissions in Destiny Classic.
A new access level permission allows patrons to delete their own holds and reserves regardless of whether the patron
or a librarian placed them. This permission is off by default; to activate this permission:
•
Navigate to Back Office tab > Access Levels option > Patrons subtab.
•
Under the Self-Empowered Patron Access section, select the Delete holds and reserves for self option
Once this function is enabled, a patron can delete a hold by clicking on the trash can icon adjacent to the hold, reserve,
or ILL.
Access Level:
All
Permission: Delete holds and reserves for self
Importance:
Patrons now have the added convenience of deleting their own holds, reserves, and ILLs rather than having to contact
a librarian.
40
Library Manager
41
Top 10 Titles List Includes Non-Book Checkouts
You can choose which material types to include in the Top 10 Titles list in Destiny Classic and Destiny Quest.
By default, Library Manager now includes all material types in the Top 10 Titles list. To remove a material type from the
list:
•
Navigate to the Back Office tab > Site Configuration option > Catalog subtab.
•
Scroll to the Top 10 Titles section.
•
Click the Update button adjacent to Count circulations of these material types: All Material Types.
•
Uncheck the checkbox next to the material type(s) that you do not wish to appear in the Top 10 Titles list.
•
Click the OK button to save changes.
Access Level:
Permission: Manage Site Administration Options
Importance:
This feature allows you the flexibility to customize the Top 10 Titles for your site. Note: The options you select do not
affect the Top Title Statistics report.
42
Library Manager
43
Added Ability to Customize Top 10 Titles to a Call Number
Range
You can limit the Top 10 Titles list to titles in a specific call number range. For example, if you want to display the top 10
biographies checked out in the last month, you could specify the call number range for biographies.
To limit the Top 10 Titles list to a specific call number range:
•
Navigate to the Back Office tab > Site Configuration option > Catalog subtab.
•
Scroll to the Top 10 Titles section.
•
Select the Count circulations of this call number range option.
•
Fill in the From and to fields with the call number range you would like to include.
•
Fill in the displayed as field if you would like to add a title to the Top 10 List based on the call number range you
chose.
•
Click the SAVE button to save changes.
Access Level:
Permission: Change library site preferences
Importance:
Offering the flexibility of customizing the Top 10 List to a call number range gives you the ability to highlight specific
types of titles in your collection.
44
Library Manager
45
Option to Print or Email an Individual Ready Hold Alert
You can print or email a Ready Hold Notice when a pending hold item is checked in.
When an item that is on hold for another patron is checked in, a message displays with links to print or email that patron
a Ready Hold Notice. The patron’s record must include an email address for the link to appear.
Please note: In order for the email link to appear, you must have sent some type of email message from Destiny in the
past at least once.
Access Level:
Permission: Check in library materials
Importance:
Printing or emailing a Ready Hold Notice as soon as an item is checked in allows you to notify a patron quickly and
conveniently that a hold is ready. This feature is in addition to the ability to run a Hold Notices report.
46
Library Manager
47
Overdue Notice Email Address Options
You now have the option to send overdue notices to one or both, if applicable, email addresses in a patron’s record.
To create and send an overdue notice via email:
•
Navigate to the Reports tab> Library Reports or Patron Reports option.
•
•
•
•
•
Continue to step 3.
•
Select the Distributed: Via eMail checkbox.
•
Complete the Display name and Email fields.
•
Select the radio button adjacent to Email 1 and Email 2, Email 1, or Email 2.
•
Access Level:
Permission: Generate library collection reports
Importance:
Patrons with multiple email addresses may not check all of them on a regular basis. Sending overdue notices to multiple
email addresses helps ensure that patrons receive the notice in a timely manner.
48
Library Manager
49
Require Note on Refund
Your site can require that staff add a note of explanation when issuing a refund.
To require that staff add an explanatory note when giving a refund:
•
Navigate to the Back Office tab> Site Configuration option > Circulation subtab.
•
Select the Require explanation when issuing library refunds checkbox.
•
Click Save.
Access Level:
Permission: Change library site preferences
Importance:
To ensure that you know the reason an assessed fine has been refunded, you can set up your site to require that staff
add an explanatory note when issuing a refund.
50
Library Manager
51
Ability to Add or Replace Cover Title Images in TitlePeek
(TitlePeek Subscribers Only)
As a TitlePeek subscriber, you can add your own scanned image to replace an existing TitlePeek title or a title for which
TitlePeek has no cover image.
To add or replace a cover image, click the Image button from the Title Details screen. Click the Browse button to
upload your image. The supported file formats are .jpg, .jpeg, .png, and .gif.
Access Level:
Permission: Manage copies: edit
Importance:
With the option to add an image to TitlePeek titles that don’t have cover images or replace an image for any TitlePeek
title, you can enhance your patrons’ catalog search experience.
52
Library Manager
53
Support for RDA (Resource Description and Access)
Cataloging Standards
Functional improvements have been made for future support of new RDA cataloging standards. This includes
enhancements to fixed field support (008) and the display of RDA tags in Title Details. Library Manager also supports
33x tags in import and in the MARC Editor.
Drop-down lists allow you to edit the data in the 008 tag for an Authority Record by following strict rules. In other tags,
such as the 100, you can manually enter data but the subfields that you add are strictly enforced.
54
You can add the new 33x tags. The data for allowed contents is strictly controlled and built from a list provided by the
Library of Congress.
Access Level:
Library Administrator
Permission: Manage authority
Importance:
These enhancements prepare for future RDA cataloging standards and provide more direction for editing Authority
Records.
55
Digital Content
Subscriptions
56
DCS
57
New Limiter Options in WebPath Express
WebPath Express has more options for searching.
The new filters are: Topic, Format, Grade Level (PreK–2, 3–5, 6–8, and 9–12), Source, Domain, and Language.
Material type icons and language now display in the search results.
Access Level:
All
Permission: Search WebPath Express
Importance:
The new filters in WebPath Express allow patrons to refine their searches further.
58
DCS
59
Standards Improvements
The Standards Search now has the following standards:
•
AERO
•
Canadian Provinces
•
Puerto Rico
•
ISTE (Nets for Students)
•
NCTE (Standards for the English Language Arts)
•
NSTA (National Science Educational Standards)
•
Common Core
To search for standards, including the newly added standards:
Navigate to the Catalog tab > Standards Search option.
Search or Browse the Standards by selecting the desired standards option.
60
Please note: On the Standards Search screen, the For drop-down menu lists the source of the available standards.
Additionally, some standards sources are found in the Subject drop-down menu as a subcategory of the selected
standards source in the For menu. For example, to search using ISTE, NCTE, or NSTA standards, select National
Standards from the For drop-down menu, and then select the appropriate standards from the Subject drop-down
menu. Standards for Puerto Rico are found under United States Holdings.
Access Level:
Site Administrator, Library Administrator, Staff, Teacher
Permission: Search Standards
Importance:
You and your patrons now have more Standards searching options.
DCS
61
New Fountas and Pinnell Reading Program Service
You can subscribe to a new site-based service that provides Fountas and Pinnell levels of titles in the Fountas and
Pinnell collection.
To set up the Fountas and Pinnell Reading Program Service:
•
Navigate to the Back Office tab > Site Configuration option > Site Info subtab.
•
Select Use Fountas and Pinnell.
•
Click the Save button.
The Fountas and Pinnell levels appear in the Additional Info section of the Title Details screen.
Access Level:
Permission: Change Library Site Preferences
Importance:
Previously, you could allow patrons to search by Fountas and Pinnell Reading program levels. The new Fountas and
Pinnell subscription service populates Fontas and Pinnell data within Library Manager.
62
63
Textbook Manager
64
Textbook Manager
65
Class Schedule Improvements
Destiny 10.0 resolves issues related to use of student information system extracts to update class schedule and
textbook association uploads. Previous versions encountered problems when students with outstanding checkouts were
removed from a section via the XML update.
Access Level:
Destiny Administrator, Site Administrator
Importance:
With this feature update:
•
Students can be removed from a section via the XML update without removing the section-linked checkouts. In
previous versions, students with section-linked textbook checkouts could not be removed.
•
Students can be transferred to a different section of the same class via the XML update. In previous versions,
students with section-linked textbook checkouts could not be moved.
•
Students can be dropped from a section and the section link is removed.
•
Textbooks can be checked out to a student via checkout To Patron before the student is enrolled in a class and
before the class schedule is loaded without an issue.
66
Textbook Manager
67
Checking Out Consumables
Consumables, such as lab manuals, study guides, workbooks, and other materials students are not expected to return
at the end of a class term, can be checked out for tracking purposes.
You can now classify textbooks as consumables in Textbook Manager and check them out to patrons. When adding
these textbooks to the system, enter the copy count instead of assigning barcode numbers to the items.
To designate material as a consumable from the Title Details screen:
•
Click the Edit Title button.
•
Select the appropriate material type from the Instructional Classification drop-down list.
•
Ensure that (consumable) appears in the Instructional Classification field. Click the Other button adjacent to
Instructional Classification if (consumable) does not appear.
•
Click the Edit icon adjacent to the material type you want to classify as a consumable.
•
Select the Are consumable option.
•
Click Save.
•
Select the appropriate material type from the Instructional Classification drop-down list.
•
Scroll to the bottom of the screen and click Save Title.
68
Although the only required field to add copies is Number of Copies, reports are more accurate and useful if all
fields are complete.
To allow consumable to circulate:
•
•
•
Select the Allow consumable textbooks to be checked out checkbox.
Click Save.
You can check out a consumable to your patrons in two ways. After you have searched successfully for a
patron, from the Check Out Text screen, choose option 1 or 2.
Option 1
•
Type the title of the consumable into the Find field.
•
Click the Find Copy button.
•
Click the Check Out button adjacent to the consumable.
Option 2
•
Click the View Classes button.
•
Click the Check Out button adjacent to the consumable.
Textbook Manager
69
You can check in a consumable by using the Circulation tab > Patron Status option if a student switches classes early
in a term.
At the end of a semester or school year, the system runs a job in the background and deletes all checked-out
consumables from a patron’s record and deletes the consumable from the inventory of textbooks.
Consumables appear in the following reports:
•
Textbook Status Report
•
Textbook Title and Copy List
•
•
Textbook Checkout Summary
•
Student to Textbook Statistics
Access Level:
Site Administrator, Textbook Administrator, Staff
Permission: Check out textbook, Check in textbook
Importance:
Checking out consumables allows you to track the number available and associated costs.
70
Textbook Manager
71
Add Copy—Barcode Entry Validation
If the barcode length of copies you are adding to Textbook Manager does not match the Preferred Barcode
Symbologies, one of two warning messages appears indicating that the entered barcode is invalid.
If you receive either warning message, the barcode does not match the selected symbology, so you will need to ensure
the correct barcode length is entered into the Starting Barcode field.
If the barcode symbology is defined as Follett Classic and a starting barcode with a different symbology is entered, the
message received is as follows:
However, if the symbology defined is other than Follett Classic and a starting barcode with a different symbology is
entered, the message presented is:
72
Access Level:
Permission: Manage textbook copies: Add
Importance:
A warning message appears when you add two or more copies if the barcodes do not match the length specified in
Site Configuration. Correcting the barcode at this time eliminates the need to delete copies later that do not match the
correct barcode length.
Textbook Manager
73
Barcode Retained on Deleted Copies with Lost Fine
Textbook Manager retains barcodes on copies with associated fines even when a copy or title is deleted.
When a title or copy is deleted, the copy title and barcode are retained. The Fines and Patron Status screens indicate
a deleted copy with the phrase Copy Deleted <barcode>. This information also appears on the following reports:
•
Lost Textbooks and Fines
•
•
Fine History
Access Level:
Site Administrator, Textbook Administrator
Permission: Manage titles: Delete, Manage Copies: Delete
Importance:
More information is available for deleted copies that have fines.
74
Textbook Manager
75
Data Retained During a Transfer
Budget category, order number, and purchase price information may be included on a transfer import file. These fields
are retained during a textbook transfer even when barcodes are assigned to the unbarcoded copies.
Access Level:
Permission: Transfer/Receive Textbooks, Receive textbook copies without barcodes
Importance:
Budget category, order number, and purchase price information in an import file are now retained during a textbook
transfer when unbarcoded copies are assigned a barcode.
76
Textbook Manager
77
Incoming Transfers Email Address Options
You can send an email notification to multiple email addresses when transferring textbooks between sites.
To set up multiple email addresses for transfer notification:
•
Navigate to the Catalog tab> Transfer Textbook option > Notices subtab.
•
In the Attention field, enter the name of a person you want to receive notification.
•
In the Email field, enter the person’s email address.
•
Use the Test Email button to send a test email to the receiver’s email.
•
Click the Add button to save the email address.
•
Repeat the process to add the email addresses of others you wish to notify.
Access Level:
Permission: Transfer/Receive Textbooks, Receive textbook copies without barcodes
Importance:
Sending notification of a textbook transfer to multiple email addresses eliminates relying on one person, who may have
other responsibilities or be off-site, to receive the transferred textbooks.
78
Textbook Manager
79
Overdue Notice Address Options
You can address overdue notices to a patron’s parent or guardian by selecting the option To the Parent or
Guardian of:.
To create an overdue notice addressed to a patron’s parent or guardian:
•
Navigate to the Reports tab> Textbook Reports or Patron Reports option.
•
•
•
•
•
Continue to step 3.
•
Select the Address Label: To the Parent or Guardian of: Patron’s Name checkbox.
•
Access Level:
Permission: Generate textbook collection reports
Importance:
You can send notices about overdue textbooks or fines To the Parent or Guardian address when you set up the notice,
which eliminates addressing notices to the wrong person.
80
Textbook Manager
81
Overdue Notice Email Address Options
You have the option to send overdue notices to one or both, if applicable, email addresses in a patron’s record.
To create and send an overdue notice via email:
•
Navigate to the Reports tab> Textbook Reports or Patron Reports option.
•
•
•
•
•
Continue to step 3.
•
Select the Distributed: Via eMail checkbox.
•
Complete the Display name and Email fields.
•
Select the radio button adjacent to Email 1 and Email 2, Email 1, or Email 2.
•
Access Level:
Permission: Generate textbook collection reports
Importance:
Patrons with multiple email addresses may not check all of them on a regular basis. Sending overdue notices to multiple
email addresses helps ensure that patrons receive the notice in a timely manner.
82
Textbook Manager
83
Require Note on Refund
Your site can require that staff add a note of explanation when issuing a refund for a textbook.
To require that staff add an explanatory note when issuing a refund for a textbook:
•
•
Select the Require explanation when issuing textbook refunds checkbox.
•
Click Save.
Access Level:
Permission: Change textbook site preferences
Importance:
To ensure that you know the reason staff have refunded a fine assessed on a textbook, you can set up your site to
require that staff add an explanatory note when issuing a refund.
84
Textbook Manager
85
Printing Receipts for Refunds
After you issue a refund to a patron and click Update, Destiny no longer removes the refund automatically. Instead, a
message appears asking whether you want to clear the fine/refund or print a receipt.
You can print a receipt that shows a refund by clicking the Print It! button on the Fines screen.
Access Level:
Permission: View textbook fines: Add, Pay, Waive, and Delete
Importance:
You no longer have to worry about manually deleting refunds in Textbook Manager because a message prompts you to
either delete the refund or print a receipt.
86
Textbook Manager
87
Checked-Out Textbooks Appear in Destiny Quest
Patrons logged in to Destiny can view textbooks checked out to them in Destiny Quest.
To view their checked-out textbooks in Destiny Quest, patrons click the My Info link. Ensure the My Status tab is
highlighted and click Textbook.
Access Level:
All
Permission: View own status
Importance:
Patrons can view library books and textbooks checked out to them whether in Destiny Quest or Destiny Classic.
88
89
Asset Manager
90
Asset Manager
91
Asset Fines
You can now assess fines for lost or damaged items in Asset Manager.
You can assess a fine when a checked-out item is marked as lost or damaged. Damaged or lost fines are determined by
the item’s replacement price. If the replacement price field in the item record is empty, the purchase price is used. If the
replacement price and purchase price fields are blank, a fine is not assessed.
To assess a damaged fine:
•
Navigate to the Circulation tab > Fines option.
•
Search for a patron.
•
Click the Add Fine button
•
Ensure that the drop-down list shows Asset Items.
•
Type the asset item type in the Item field.
•
Click Go!
•
Complete the Amount, Waive, and Pay fields, as appropriate.
•
Click Save.
Access Level:
Site Administrator, Asset Administrator
Permission: View asset fines, including Add, Pay, Waive, and Delete
Importance:
You can now create fines for lost and damaged asset items. To assess fines, you must ensure that the replacement
price or purchase price field is populated in the item record.
92
Asset Manager
93
Incoming Transfers Email Address Options
You can send an email notification to multiple email addresses when transferring assets between sites.
To set up multiple email addresses for transfer notification:
•
Navigate to the Catalog tab> Transfer Asset option > Notices subtab.
•
In the Attention field, enter the name of a person to receive notification.
•
In the Email field, enter the person’s email address.
•
Use the Test Email button to send a test email to the receiver’s email.
•
Click the Add button to save the email address.
•
Repeat the process to add the email addresses of others you wish to notify.
Access Level:
Site Administrator, Asset Administrator
Permission: Transfer/Receive Asset Items
Importance:
Sending email notification to multiple email addresses when transferring assets eliminates relying on one person, who
may have other responsibilities or be off-site, to receive the transferred assets.
94
Asset Manager
95
Asset Renewals
Checked-out assets can be renewed if they have a loan policy interval that includes a calendar date or a number of
days associated with them.
Assets checked out To Patron can be renewed one at a time from the Patron Status screen if they have a due date.
To renew an asset:
•
Navigate to the Circulation tab > Patron Status option.
•
Search for a patron.
•
Click the Renew button next to the asset to be renewed.
Access Level:
All
Permission: Renew Assets
Importance:
Instead of checking in and then checking out an item to renew it, you can now use the Renew button on the Patron
Status screen when checked-out items have a loan policy interval that includes a calendar date or a number of days.

What`s New in Destiny 10.0_013112.indd

Transcription

Similar documents

WORLD YACHT 2012 LOOK BOOK

Destiny Resource Manager

Young Adult Fantasy Book List

Kelly Rowland On The Most Iconic Moments In Her Career “I Feel

February 2009

DARK SIDE - Star Wars CCG Players Committee