Destiny Library Manager Onsite Training

Essentials

Trainer Edition
 Table of Contents

Special Notes to Participants 1

Tour of Destiny Library Manager 3
Overview 4
Log In to Destiny 5
Tour of Circulation, Cataloging and Other Librarian Functions 7
Tour of the Student Search Interface: Destiny Discover 12
Navigate the Homepage 13
Search for Library Resources 16
Access Follett Help and Training Resources 23
Configuring Library Manager for Your School 27
Circulation types 30
Patron types 33
Site Configuration 36
Calendar 39
Circulation policies for Follett eBooks 41
Setting up a shared Follett eBook account 43
Circulating Materials Efficiently 45
Check Out 47
Check In 51
Patron Status 52
Copy Status 53
Current Checkouts/Fines Report 55
Building Your Catalog 67
Import Title Records from Titlewave 69
 Import Title Record Files 70
Import Title Records from a Resource Database 71
Add Title Records Manually 72
Importing Title Records from Titlewave 74
Importing Title Records 79
Adding Title and Copy Records from Resource Databases 83
Adding Title and Copy Records Manually 86
Appendix 92
Customize the Destiny Discover Homepage for Your School 93
Setting Up One Search 99
Library Manager Terms 108
Additional Resources 116
Wrap-up 117
Special Notes to Participants

Course Description
Welcome to the Follett Destiny® Library Manager Essentials training. This training uses a simple 'plan, apply and assess' methodology to help
you incorporate Destiny into your daily routine. Each module, and supporting quick reference guides and videos, walks you step-by-step through
some of the basic features. You can easily transfer the knowledge you gain and skills you develop in this training to your school or classroom.
Participating in the discussions and activities is key.
During the training, please do not hesitate to ask questions. Your facilitator may take notes to respond to questions later in the training when the
related topic arises.
We’re delighted that you are a Follett customer, and we look forward to providing you with the training, professional development, and services
you need to achieve success.

Who Should Take This?

Librarians, information technology personnel, and others assigned a role using Library Manager

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Destiny Training Module Descriptions
Description Objectives

Tour of Destiny Library Manager l Log in to Library Manager

From its thorough and flexible tracking of your library's resources l Navigate tabs, options, subtabs and breadcrumbs
and insightful reports, to its engaging and easy-to-use discovery
l Explore the administrative functions of Destiny Library Manager
interface for students, Destiny Library Manager is a complete library
management system. It's accessible anywhere, 24/7, helping l Search for library resources with Destiny Discover
strengthen the bond between the library, classroom and home. l Explore the types of resources you can access with Destiny
Discover

Configuring Library Manager for Your School

l Create and edit circulation types
Your library's collection, loan policies and hours are customized for
l Create and edit patron types
your students. With Destiny Library Manager, you have many options
to tailor the settings to meet your library's unique needs. l Identify a plan for setting up the library calendar
Explore how to set up your library’s loan policies and site l Describe the site configuration options
configuration options to ensure an efficient and effective library l Set up Follett eBook circulation policies (if applicable)
experience for students, faculty and staff.

Circulating Library Materials Efficiently

Students and teachers turn to your library for information and l Learn how to circulate library materials efficiently
resources. You need an efficient way to get your patrons what they l Set up and run the Current Checkout/Fines (Overdue) report
need, and accurately track each item. Explore how to use Destiny
Library Manager to circulate your library resources, as well as run
reports to manage overdue materials and fines.

Building Your Catalog l Import titles from Titlewave and other sources
With so many teachers and students relying on your library for the l Add title and copy records from resource databases and manually
most up-to-date resources, you need a quick and easy way to add
new materials to your catalog. Destiny Library Manager provides
multiple features to help you maintain and improve catalog records.
Learn how to add title and copy records to your catalog.

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Tour of Destiny Library Manager
90 min

Description
From its thorough and flexible tracking of your library's resources and insightful reports, to its engaging and easy-to-use discovery interface for
students, Destiny Library Manager is a complete library management system. It's accessible anywhere, 24/7, helping strengthen the bond
between the library, classroom and home.

Objectives
l Log in to Library Manager.
l Navigate tabs, options, subtabs and breadcrumbs.
l Explore the librarian functions of Destiny Library Manager.
l Search for library resources with Destiny Discover®.
l Explore the types of resources you can access with Destiny Discover.

Activities
l Log in to and navigate Library Manager.
l Search for library resources.
l Access Follett Help and training resources.
l Locate where you perform specific library tasks.

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 Notes

Overview
Destiny Library Manager helps you efficiently complete day-to-day tasks in a way that Show the PowerPoint slide with the overview
works best for your school with: image. Give an overview of Library Manager.
Explain that the functions in the image
l Quick and accurate methods of adding new materials to your catalog. correspond with the organization of Library
l Easy resource check out, check in and tracking. Manager.

l Several pre-configured and customizable reports to quickly gather data on

outstanding fines, collection areas that need weeding and statistics information for
administrators.
Library Manager’s search interface, Destiny Discover, lets patrons view your library's
print and digital resources. With a single search, you can find books, eBooks,
audiobooks, database resources and more. Destiny Discover is available at school or
on-the-go on any device via a web browser.

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 Notes

Log In to Destiny
A logged-in Destiny user has access to more Destiny features and functionality. Now that you've given an overview of the
functionality, let them know you'll be showing
Notes: them how to log in, and then giving a tour of the
functions you described.
l Many schools set up single sign-on to Destiny with network or Google
credentials.

l In addition to the login you use for most of your daily tasks, you might have a
district-level login you use for specific tasks.

To log in to a specific school, use the following instructions:

1. From the district welcome page, click your school name.

2. Click Log In.

3. Do one of the following:

If you want to... Then...

Log in to Destiny using a single sign-on (SSO) Click the appropriate field, and type in your
with Google or another protocol credentials.
Log in with your Destiny user name and Type your User Name and Password, and
password then click Log In.

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 Notes
If you are logging in as a Destiny Administrator or another district-level
user, use the following steps:

1. From the district welcome page, click Log In.

2. Type your User Name and Password, and then click Log In.

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 Notes

Tour of Circulation, Cataloging and Other Librarian Functions

Library Manager circulation, cataloging and other administrative functions are Explain that you're first going to show them the
organized by tabs, options and subtabs. librarian side of Destiny, where they'll do most
of their work. Start the "tour" by familiarizing
them with basic navigation.

When talking about the tabs, make a connection

to the graphic you showed earlier by explaining
that the functions are the tabs in Destiny.

If they have Resource Manager, mention that

they'll see additional options. Show them how to
change the view.

On each tab, a list of options appears on the page's left side. Many options have
subtabs. Orange highlights and breadcrumbs show where you are. Use them instead of
your browser's back button to return to previous pages.
User access to tabs, options and subtabs is based on permissions assigned by a
Destiny or site-level administrator.

Explore the tabs available to you:

Home: First page you see when you log in to access Library Manager's administrative Home: Let them know this is the first page they
functions. This can be customized with text, links and images. will see as librarians; however in most cases,
students will access via the Destiny Discover
homepage.

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 Notes
Dashboard: A graphical, at-a-glance view of your Destiny data. For example, you can
set it up to display circulation statistics and information on overdue materials.
Dashboard: Since using the Dashboard isn't
critical for getting up and running, don't spend a
lot of time on it.

Catalog: Explain that it is one way they can

search, but we highly encourage them to have
their students use our most modern search
interface, Destiny Discover, which you will be
showing them shortly.

This is a good place to reinforce navigation

(options, tabs, subtabs).
Catalog: Contains tasks related to adding or updating a title or copy record, as well as
a way to access searching functionality.

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 Notes
Circulation: Contains functions related to circulation, such as checking out and
checking in materials, managing fines and looking up a patron's status.
Circulation: Talk about how this is where
they'll go to do anything related to circulation -
check in, check out, fines, holds or to check on
the status of a copy or patron. You'll be looking
at circulation in-depth later in the training.

Reports: Let them know that you'll be exploring

a few reports today, and encourage them to
explore the others after the training.

If delivering onsite, pause here and ask them to

spend a couple minutes browsing the reports,
using the Show More buttons to read a
Reports: Let you gather data, such as patrons with overdue materials or outstanding description. Ask if any caught their eye as a
fines and collection areas that need weeding, promotion or enhancement. Choose from report that will be helpful.
pre-configured reports, or create custom reports with Report Builder.

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 Notes
Back Office: Used to perform administrative tasks, such as configuring your site,
running inventory and managing patrons.
Back Office: Explain that they'll go here to
access settings, policies, and access levels or to
perform inventory - the more "behind-the-
scenes" tasks. Many of these tasks are typically
reserved for users with Library Administrator
access.

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 Notes
Apply
Let's practice tasks you might encounter in your library. Write down the tab you select
to perform the following:
If delivering onsite, give them a few minutes to
Task Tab try the activity on their own, and then lead a
group discussion. Reinforce navigation concepts,
1. Check in returned books. such as how tasks on the "Back Office" tab
contain setup functions.
2. Add a new book to your catalog.
Answers:
1. Circulation
3. Print a barcode label. 2. Catalog
3. Reports
4. Circulation
4. Look up who a book is checked out to.
5. Reports
6. Back Office
5. Print overdue notices. 7. Back Office
8. Reports (or Dashboard, if setup)
9. Back Office
6. Inventory a section of your library.

7. Adjust a loan policy.

8. See circulation statistics for the last month.

9. Edit your library calendar.

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 Notes

Tour of the Student Search Interface: Destiny Discover

Destiny Discover makes it easy to look for resources in your library's entire catalog. For this section, let them know you're now going
With a single search, you can find everything from eBooks to print materials to to show them the student-facing side of Destiny
websites. Library Manager, Destiny Discover.

Access Destiny Discover

The most common ways to give your patrons access to Destiny Discover are: If delivering onsite, make sure to pause to let
them explore and give time to complete the
l Set it as your homepage.
activities in this section.
l Create a desktop shortcut.
l Link to it from your school, library or class webpage. When you show them the homepage, let them
know they can customize the ribbons that
appear. Refer them to the QRG in the appendix
If your daily work includes tasks like circulation or cataloging, you might find it easiest of this guide.
to access Destiny Discover from the Catalog tab. Switch back and forth between
interfaces without logging in again.

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 Notes
Navigate the Homepage
You can start discovering your library's resources right from the homepage.

Use the top toolbar

Access the top toolbar from any page.

l Use the Main Menu to access a variety of functions, Help or to log out.
l Use the Search bar to search for library resources.
l Access and edit your Profile.

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 Notes
Browse the ribbons

Browse the ribbons for a quick way to explore some of your library's featured
resources. Click See All to access all the resources in a category.

Note: The ribbons that appear are based on the library resources your school has
and how the homepage was customized.

l Recently Added Books: Lets you view the newest 15 books that have been added
to your collection.
l Popular Titles: Displays the 10 most popular books read at your school.
l Topics: Shows topics or genres (such as fairy tales, biography, sports), which you
can select to perform a predefined search.
l eBooks: Includes all eBooks in your collection.
l Interactive eBooks: Shows all interactive eBooks in your collection, including
Lightbox™.

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 Notes
l Audiobooks: Includes audiobooks in your collection.
l Lightbox: Displays all Lightbox titles in your collection.
l Collections: Includes groups of curated resources from that are shared with your
school or district.
l Links: Includes links to One Search™ databases and custom links.

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 Notes
Search for Library Resources
With a single search, you can find print and digital resources.

To perform a keyword search of all library resources:

In the Search bar at the top of any page, type a search term, and then press Enter or
Return.

To use custom search settings to narrow your search:

1. Next to the search bar at the top of any page, click .

2. Use any or all of the following drop-downs to narrow your search:

l Type: Select a type of search to perform (Keyword, Title, Author, Subject or
Series).
l Location: Search your school, a group of schools (elementary, middle or high)
or your entire district.
l Format: Narrow your search to a specific format, such as eBooks.
l Starting and Ending Interest Level: Narrow your search to an Interest Level
range.
l Reading Program: Narrow your search by a reading program range.

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 Notes
3. Click Set Options.

4. In the search bar, type a search term.

5. Press Enter or Return.

Note: If the custom search icon next to the Search bar appears with a white circle
, that means custom search settings are applied. To clear them, click , and
then Clear All.

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 Notes
You can expand or refine your search using the following tools:

Search tool Description Example

"Great Pyramid" (with quotation marks)
will return results that include the exact
phrase in the title record.
Use quotes around
Quotation
search terms to find a
marks (") Great Pyramid (without quotation
specific phrase.
marks) will return results with the words
"Great" and "Pyramid" anywhere in the
title record, in no specific order and not
necessarily together.

Type an asterisk in the

middle of or after a set hou* will return results such as house,
Asterisk (*)
of characters to let Houdini, Houston, etc.
Destiny fill in the blank.

Use a question mark to

Question ho?e will return hole, home, hose, Howe,
replace a single
mark etc.
character.

Use these Boolean

operators between
search words (must be
AND, OR and uppercase). The AND
red blue is the same as red AND blue.
NOT operator is always
assumed if you include
two words in your
search.

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 Notes
From search results, you can narrow or sort your search, see if a resource is available
and more. Search results are organized by tabs that reflect the material type.
To narrow or sort your search results:

l Click Filter, and then select the appropriate drop-downs.

l Use the Sort by: drop-down to change the sort order.

Note: To see information about a specific search result, click its title or cover
image.

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 Notes
Explore the search results tabs:
Books: All print books and other physical materials, as well as eBooks, audiobooks
Lightbox and interactive eBooks.
When you talk about the Books, Collections and
What is Lightbox? Lightbox is a multimedia educational space for schools that
OER tabs, let participants know you'll just be
incorporates videos, Google Maps, worksheets, audio, quizzes and more to provide
providing a high-level overview, and then will
a full digital learning experience for schools. To try it, go
explain what their next steps are for learning
to: http://k12.follett.com/lightbox-demo
more or setting these resources up (if
applicable). Supplemental resources are noted in
the 'Next Steps' boxes.
Next Steps:
If the district/school has Follett eBooks or is
¨ To learn more about Follett eBooks, sign up for the free, live Follett eBooks interested in learning about them, recommend
webinar, or access a recorded version. Sign up in Follett Community that they attend a Follett eBooks webinar
(follettcommunity.com). (usually offered 1-2 times per month). Let them
know you'll show them where to find and sign up
for our free webinar offerings in Follett
Community at the end of today's session.
Databases: Links to One Search and WebPath Express™ resources.
If they mention they have content from other
l What is One Search? One Search provides access to content in your school's vendors, it can still be cataloged in Destiny. If
free and subscription databases without an additional login. they have content from Mackin or OverDrive,
l What is WebPath Express? WebPath Express is a subscription service that gives Destiny offers single sign-on integration. Refer
you and your patrons access to thousands of curated, relevant, up-to-date them to Destiny Help for more information.
Internet sites.

Encourage them to attend the free Collections

webinar. You'll show them where to register
Collections: Collections by Destiny creates new, collaborative ways to share free and later in the training when you show Follett
purchased resources – with anyone, at any time. Each collection can include Community.
webpages, videos, documents and much more! It's easy to share collections publicly
within your district/school or with only a few people. Or, keep them just for you.
Collections is where librarians, teachers and curriculum staff save and organize
resources. You can create a collection for anything, and there is no limit to how many
collections you can create in a single Destiny account. Share them with Destiny and
non-Destiny users.

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 Notes
When you go to a collection, it looks like this:

Add a resource to a collection right from the search results:

Next Steps:
¨ To learn more about Collections, visit Follett Community to sign up for a free,
regularly-scheduled, live webinar.

Open Educational Resources: You can access openly-licensed educational

resources (OERs) alongside print and digital library resources in Destiny Discover.

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 Notes
Apply
Practice searching Destiny Discover: Give them a few minutes to explore and ask
question about Destiny Discover.
1. Search by entering a keyword of your choice, and then view the search results tabs.

2. Perform another search using to narrow your search.

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 Notes

Access Follett Help and Training Resources

Destiny Help
Wherever you are in Destiny, help is just a click away.
Help is accessed the following way in the Destiny Classic interface:

l To get more information about a specific field or section of a page, click next to
a field or section name.
l To get more information about all of a page's features, click the How do I... link at
the top of the page.
l To access general Help for all of Destiny's feature and functions, click the Help link
at the top of any page in Destiny.

Destiny Discover Help

From the Destiny Discover header, click > Help from the top-left corner of any
page.

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 Notes
Apply
Practice accessing Help. Note the Help topic you found for each scenario.

Scenario Help topic There are multiple ways to get to these help
topics, but show them using these methods:
1. It's your first day using Library Manager to 1. From Circulation > Check Out > To Patron,
check out books to students, and you need a click the How do I... link.
quick reminder of the steps.
2. Go to Help, and then click the What's New in
Destiny Version [version number] link.
2. You want to see the updates in the latest
version of Destiny. 3. Go to Help. Using the side table of contents,
click Library Manager > One Search Overview.
You can also search "set up one search," and it's
3. You need instructions on setting up One the first result.
Search.
4. Search "spine labels."
4. You need instructions for printing spine labels.

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 Notes
Training Resources
Visit Follett Community to find videos, quick reference guides and lesson plans to
refresh your memory, learn about additional topics and help you train other users. You
can also access news, blogs and discussions forums.
Use the following steps to register for an account, and practice finding a
training resource:

1. Go to https://www.follettcommunity.com.
Tip: Bookmark it for quick access later.
2. Click a product, and then click Tutorials, Training & Videos.
3. Explore the many training resources available to you!

Note: To participate in discussion boards, you have to register for an account.

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 Notes
Assess
In the following table, use checkmarks to self-assess your level of understanding of
the learning outcomes covered in this session.

I can...

Log in to Destiny.

Navigate tabs, options, subtabs and breadcrumbs.

Navigate Destiny Discover.

Perform a single search, and find both print and digital resources.

Describe the resources available in Destiny Discover and where to go to

learn more about them.

Access Help.

Access training resources.

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Configuring Library Manager for Your School
90 minutes

Description
Your library's collection, loan policies and hours are customized for your students. With Destiny Library Manager, you have many options to
tailor the settings to meet your library's unique needs.
Explore how to set up your library’s loan policies and site configuration options to ensure an efficient and effective library experience for
students, faculty and staff.

Participant Objectives
l Create and edit circulation types
l Create and edit patron types
l Identify a plan for setting up the library calendar
l Describe the site configuration options
l Set up Follett eBook circulation policies (if applicable)

Activities
l Identify Circulation Types for your library.
l Identify Patron Types for your library.
l Create or edit a Circulation Type.
l Create or edit a Patron Type.
l Identify a plan for updating the library calendar.
l Review Site Configuration options.
l Set up circulation policies for Follett eBooks (optional).
l Set up a shared Guest account for Follett eBooks (optional).

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 Notes

Plan
Destiny Library Manager lets you set up customized circulation types. Different loan
policies can be set up for DVDs, professional development materials and the rest of
your collection. You can also set up customized patron types to meet your school's
needs. Maybe teachers can check out materials for longer than students.
Lead activities as a whole group discussion; or if
1. Do you currently have groups of patrons that have different loan policy settings?
there are multiple schools represented who
For example, faculty might have a longer loan period than students and are able to
might have different policies, suggest they work
check out professional development books. Create a list of patron groups for your
in small groups with others from their school. Let
school. These will be your Patron Types in Destiny.
them know they can add more Patron Types and
Circulation Types later, as needed.
Patron group (Destiny Patron Type) Notes

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 Notes
2. Every copy in your library's collection is assigned a Circulation Type, which
determines the loan policies for the copy.

Using the blank table below, create a list of Circulation Types and loan policies for
the different types of materials in your collection (which in some cases might be
based on Patron Type). Keep in mind that the best way to manage Circulation Types
and Patron Types is to have as few as possible.

For example, if the videos in the library have the same loan policies as books, then
videos and books can have the same Circulation Type. Your list might look
something like this:

Patron Type
Circulation Type
Student Faculty Substitute

Regular 2 weeks 90 days 2 weeks

Overnight 1 day 2 weeks 1 day

Audiovisual 1 week 30 days 2 weeks

Patron Type
Circulation Type
Student Faculty Substitute

Regular

Overnight

Audiovisual

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 Notes

Apply
Recommend setting up Circulation Types before
Circulation types setting up Patron Types, as that information will
be applied to Patron Types. Emphasize that the
Library Manager is installed with the default Circulation Type “Regular.” But you can
best way to manage Circulation Types and
set up customized circulation types for your school’s collection.
Patron Types is to have as few as possible.
Set up at least one of the Circulation Types you identified in the Plan
section by editing an existing Circulation Type and/or by adding a new When you are demonstrating adding/editing
Circulation Type. Circulation Types and Patron Types, give a brief
overview of the Default Settings sections and
To add a circulation type:
point out that there is on-page Help available for
1. Select Back Office > Library Policies > Circulation Types > Add each option.
Circ. Type. When you give participants time to try adding or
editing a Circulation Type and Patron Type, if
there are multiple participants from the same
school, they should work together. Participants
may need more time to make decisions about
some of Library Manager's setup options before
they can complete all of the activities in this
lesson. Recommend that if they don't complete
an activity, to jot down a plan for completing
setup after the training in the associated 'Next
Steps' boxes.

2. In the Circulation Type field, enter the new type.

3. To associate call numbers, click Call Number, and type any call number patterns
that are unique to this Circulation Type.

Note: This association lets Library Manager assign Circulation Types to copies
that you import.

4. To make this the default Circulation Type when importing titles and adding copies,
select the Make this the default checkbox.

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 Notes
5. To make this Circulation Type only available to patrons with the See local hidden
materials permission, select the Hidden checkbox.
6. Review the Default Settings fields, and make any changes:
l Loan Period: Period of time patrons can keep library materials. This period can
be customized for different patron types. For example, students can check out
books for 14 days, while faculty can check them out for 30 days or until the end
of the school year.
l Grace Period: Number of days after the due date during which checked-out
materials are not yet considered overdue. An overdue fine is not assessed if the
materials are returned within this period. If the library does not have a grace
period, set this field to zero.
l Renewable: Number of times a patron can renew an item before Library
Manager blocks the transaction.
l Fine Increment: Monetary amount charged for each day a checked-out item is
overdue. If the library does not charge fines for overdue items, set this amount
to zero. Also, go to the Back Office tab, Site Configuration option, and
deselect the Automatically calculate fines for overdue items checkbox.
l Max Fine: Maximum unpaid fine a patron can accumulate before the system
displays a block message.
l Overdue to Lost: Number of days an item can be overdue before the copy status
changes automatically to Lost.

Note: Library staff can override any of the circulation policies during checkout if
they want to waive the existing policy.

7. Click Save.

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 Notes

To edit a circulation type:

1. Select Back Office > Library Policies > Circulation Types.

2. Find the Circulation Type you want to edit, and click next to it.
3. To make this the default Circulation Type when importing titles and adding copies,
select the Make this the default checkbox.
4. To make this Circulation Type only available to patrons with the See local hidden
materials permission, select the Hidden checkbox.
5. Edit any of the Default Settings fields described in step 5 of Adding a New
Circulation Type.
6. Click Save.
Allow a couple minutes for the participants to
Next Steps: discuss a plan for what they need to do to
¨ After the training, I need to do the following to finish setting up circulation types: complete the setup after the training. Suggest
they jot it down in the 'Next Steps' box as a
reminder.

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 Notes

Patron types
Destiny Library Manager is installed with two patron types: Faculty and Student (the
latter is the default patron type). But you can set up customized patron types to meet
your school's needs.
Set up at least one of the Patron Types you identified in the Plan section by
editing an existing Patron Type and/or adding a new Patron Type.
To add a new patron type:

1. Select Back Office > Library Policies > Patron Types > Add Patron Type.

2. In the Patron Type field, type the new patron type.

3. If you want this Patron Type to be the default when you import a patron record that
does not have one, select the Make this the default checkbox.
4. Review the loan policy setting fields, and make any changes:
l Max Checkouts: Number of copies of all Circulation Types a person of this Patron
Type can check out at any time.
l Fixed Due Date: A specific due date applied no matter when the item is checked
out.

Note: A fixed due date must be entered here before Fixed Due Date can be
selected from the Loan Period drop-down in the Circulation Type table at the
bottom of this page or on the Circulation Type edit page.

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 Notes
l Ceiling Date: Due date that overrides the normal loan period's calculated due
date when the ceiling date is earlier than the calculated date. A Ceiling Date is
normally used for the end of the school year. On this date, checkouts revert back
to the normal loan period.
l Max Holds: Maximum number of holds a patron can place at one time.
l Ready Holds Expire in ___ day(s): Number of days an available copy is held for a
patron until it is released for the next patron in the hold queue or placed back on
the shelf for circulation to others.
l Pending Holds Expire in ___ day(s): Number of days a patron hold remains
active in the hold queue.
l Default Hold Priority: Order of patrons in the hold queue.

Note: Library staff can override any of the circulation policies during checkout if
they want to waive the existing policy.

5. If you want Library Manager to alert you when you look up a patron in Circulation that
has any fines or overdue items, select Block check outs and renewals if the
patron has fines or overdue items (override available).

Note: You must address the block condition or override it before continuing with
the transaction. To override messages, a staff member must have the Override
blocks permission.

6. Fill in the Circulation Type policies in the table at the bottom of the page.
7. Click Save.

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 Notes

To edit a patron type:

1. Next to the Patron Type you want to edit, select Back Office > Library Policies
> Patron Types > .
2. If you want this Patron Type to be the default when importing titles and adding
copies, select the Make this the default checkbox.
3. Edit any of the Default Settings fields described in steps 4–5 of Adding a New Patron
Type.
4. Click Save.

Allow a few minutes at the end of the activity for

Next Steps:
the participants to discuss a plan for what they
¨ After the training, I need to do the following to finish setting up patron types: need to do to complete the setup after the
training. Suggest they jot it down in the 'Next
Steps' box as a reminder.

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 Notes

Site Configuration
Site Configuration options let you customize catalog and circulation procedures, Briefly describe customization options and
controlling settings like interlibrary loans, fines, preferred barcode symbologies and recommend that they review on-page Help for
even circulation sounds. detailed information on site configuration
options. Point out the "Automatically calculate
Use the following instructions to review and edit the catalog options: fines for overdues" option from the Circulation
subtab and the Quiz/Level Based Searches...
1. Select Back Office > Site Configuration > Catalog. options from the Catalog subtab as examples of
important options to customize.
2. To enable the catalog settings, select the checkbox or appropriate option. Click
for more information about an option.
Give participants time to work together to start
3. After choosing the preferred Site Configuration options, click Save at the top or setting up site configuration options.
bottom of the page.

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 Notes
Use the following instructions to review and edit the circulation options:

1. Select Back Office > Site Configuration > Circulation.

2. To enable the circulation settings, select the checkbox. Click for more
information about an option.

Note: From the "Calculate library loan periods based on __ days" drop-down,
select Open if you want Destiny to calculate due dates (based on your loan
periods) using only days that are open on your Calendar. For example, if your
library is open 5 days a week and you want a loan period to be 2 weeks, set the
loan period to 10 days. Choose Calendar if you want Destiny to calculate due
dates regardless of your Calendar.

3. After choosing the preferred Site Configuration options, click Save at the top or
bottom of the page.

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 Notes
Give participants a couple minutes to discuss and
Next Steps: jot down a plan for completing site configuration
¨ After the training, I need to do the following to finish making site configuration after the training.
selections:

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 Notes

Calendar
It is important to update the Library Manager library calendar regularly, as Library Give an overview of the calendar, and allow time
Manager uses it to assign due dates, calculate fines, manage holds and report for them to try marking a closed date and to
circulation statistics. To ensure that Library Manager’s calculations are accurate, it is devise a plan for completing the calendar after
ideal to mark closed dates for the entire school year, either at the end of the previous the training.
school year or the first day library staff return at the beginning of the new school year.
The Destiny Administrator can set up the calendar for the whole district, or librarians
can edit their individual site calendars.
Using your school or library's calendar, mark at least one closed date in the
Library Manager calendar.

1. Select Back Office > Calendar/Hours.

2. Closed dates are marked “Closed” and highlighted in gray. By default, all Saturdays
and Sundays are marked closed. To close another day of the week for every week
of the year, click the Closed: Sundays, Saturdays link in the lower left-hand
corner, and select the closed day of the week.
3. To close additional dates, go to and click on each date link. This changes the date to
“Closed.” To navigate to another month, select the forward or back arrows beside
the name of the month at the top of the calendar. Or, select the View (Year) link
in the lower-right corner to view an annual calendar. Clicking on the name of a
month advances the calendar to that month.

Note: If you click a date by mistake, click it again to toggle back to the "open"
status.

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 Notes
4. Select the hours link beneath the calendar to enter the normal opening and closing
times for the library. If your library has a Circulation Type with an hourly
circulation period, Library Manager uses the library hours to computer the time a
resource is due when it is checked out.

If there is an unscheduled closed day (such as a bad weather day), the date can be
marked closed retroactively as soon as school opens again. While the due dates for
checked-out items do not change, Library Manager does not assess fines for items due
on dates that were closed retroactively. Library Manager counts only open days when
calculating fines.

Give participants a minute to jot down any

Next Steps:
reminders for what they need to do to complete
¨ After the training I need to do the following to finish setting up the library setting up their library calendar.
calendar:

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 Notes

Circulation policies for Follett eBooks

Follett eBook loan policies are managed in Follett Digital Setup. Only cover eBook circulation policies and the
shared guest account if the customer has Follett
Note: This requires the access level permission, Allow Follett Digital setup. eBooks. Keep an eye on your time, and suggest
they complete this setup after the training, if
To add or edit a Follett eBook circulation type: needed.

1. Select Back Office > Library Policies, and then click the To add Follett eBook
Policies, click here link.

2. From the Circulation Types page, do one of the following:

l To add a new circulation type, select +Add Circulation Type.

l To edit an existing circulation type, click the Action drop-down next to its name,
and then click Edit.

3. In the Circulation Type Name field, type a name.

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 Notes
4. In the Default Loan Period field, type the number of days for the loan period that
will be assigned to this circulation type by default.
5. In the fields next to the patron type, type the number of days each Patron Type can
check out eBooks for this circulation type.
6. If you have a Shared Account and do not want shared account users to access the
circulation type, deselect the Allow Access to this Circulation Type checkbox.
7. Click Save.
8. To set a circulation type as the default for newly added Follett eBooks, click the
Action drop-down next to the circulation type, and then select Make Default.

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 Notes

Setting up a shared Follett eBook account

For the best eBook experience, it is recommended that students log in with unique
usernames and passwords. This gives them access to check out, place a hold and add
a review to Follett digital materials. However, if your students do not have unique
logins, you can set up a shared Follett eBook account. You can also identify IP
addresses/ranges so that patrons on an identified computer are automatically logged
in as Shared Account users.

For more information on setting up Follett Digital resources, see Destiny Discover Help
or the Follett Community.

Give participants a few minutes to jot down any

Next Steps:
reminders about what they need to set up for
¨ After the training, I need to do the following to finish setting up Follett eBook Follett eBooks after the training.
loan policies and a Shared Account (if applicable):

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 Notes

Assess
In the following table, use checkmarks to self-assess your level of understanding of Ask each participant to assess their
the learning outcomes covered in this session. understanding of the learning outcomes for this
topic.
I can...

Add and edit Circulation Types.

Add and edit Patron Types.

Set up the Calendar.

Customize Catalog and Circulation options in Site Configuration.

Set up circulation policies for Follett eBooks (if applicable).

Set up a shared guest account for Follett eBooks (if applicable).

If you need more help, go to:

l Destiny Help for feature information and step-by-step instructions
l www.follettcommunity.com for how to's, videos, training tools, blogs and forums
For the most recent product updates, see the What’s New in Destiny document,
available in both locations.

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Circulating Materials Efficiently
60 min

Description
Students and teachers turn to your library for information and resources. You need an efficient way to get your patrons what they need, and
accurately track each item. Destiny Library Manager has easy-to-use circulation features that help library staff check out, check in and track
library resources quickly and easily.
Explore how to circulate your library resources, as well as how to run reports to manage overdue materials and fines.

Objectives
l Learn how to circulate library materials efficiently

l Set up and run the Current Checkouts/Fines (Overdue) report

Activities
l Circulate library materials

l Display copy and patron status information

l Run and save an overdue report

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 Notes

Plan
How do you identify patrons during checkout? For example, do you scan or enter Lead a brief discussion on their current practices
student IDs or library barcodes, or do you look them up by name? to help guide them on how they can continue this
practice in Destiny or explore additional options
that are now possible with Destiny.

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 Notes

Apply
With Destiny, you can choose between two checkout methods, and easily switch For each section, demonstrate the feature, and
between the two, based on the situation. then give participants time to complete the
associated activity.

Check Out
Check Out–To Patron
One way to check out materials to students in Destiny Library Manager is with the To
Patron checkout option. This method is ideal for when students come to the library
individually or in small groups.
Use the following steps to practice checking out a book to yourself using
the To Patron checkout option:

1. Select Circulation > Check Out > To Patron.

2. In the Find field, scan or type the patron’s barcode.

Note: If you don’t have the patron’s barcode number, you can click Find
Patron to see a complete list of your patrons. Then click the patron’s name to
continue the checkout.

3. Once you select the patron’s record, scan the first item’s barcode in the Find
field. The item appears in the Checked Out section. Scanning a second item
moves the first book to the Items Out section.

Note: To edit the due date for the item in the Checked Out section, click
Change. Select the new due date and whether it is for this item, this patron or
the rest of this session.

4. Click Print Receipt to quickly print a list of all the items the patron has checked
out and any fines owed.
5. Make note of the barcode of the item you check out, so you can check it back in
during a later activity:

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 Notes
6. Click Reset to clear the completed checkout and begin checking out to a new
patron.

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 Notes
Check Out–By Homeroom
The second way to check out materials to students is By Homeroom. This checkout Depending on how they brought their patrons in
option eliminates the need to scan patron barcodes or type patron names. Instead, to Destiny, they might not have homerooms set
you’ll select patron names from a homeroom list. up. If that's the case, you might do a quick
demonstration of checking out by homeroom, if
Note: This option is only available if your Destiny records contain homeroom they are interested, and then refer them to Help
information. This is usually automatically added from your Student Information for more information on setting up Homerooms.
System. Other methods are covered in Destiny Help.

Use the following steps to practice checking out By Homeroom:

1. Select Circulation > Check Out > By Homeroom.

2. From the Homeroom drop-down, select the appropriate homeroom, and then click
Select Patron.

3. Click a student’s name or picture to check out to that student.

4. Once you select the patron’s record, scan the first item’s barcode in the Find field.
The item appears in the Checked Out section. Scanning a second item moves the
first book to the Items Out section.

Note: To edit the due date for the item in the Checked Out section, click
Change. Select the new due date and whether it is for this item, this patron, or
the rest of this session.

5. Click Receipt to quickly print a list of all the items the patron has checked out and
any fines owed.

6. Make note of the barcode of the item you check out, so you can check it back in
during a later activity:

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 Notes
7. To check out items to another student in the same class, click Select Patron.

8. To check out items to students from a different homeroom, select another one from
the Homeroom drop-down.

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 Notes

Check In
Properly checking in materials lets you track materials, assess any necessary fines
and collect circulation statistics.

Use the following steps to check in the materials you checked out in the
first two activities in this section:

1. Select Circulation > Check In.

Note: To track the use of items that weren’t actually checked out, but were used
in the library, you can select the Record in-library use checkbox before
checking an item in.

2. Scan or type the barcode number of an item in the Find Copy field.

Note: In the Most Recently Checked In section, you can see the item’s title,
barcode number, due date, patron’s name and other information.

3. If a book is damaged, click Create Fine to add a fine to the patron’s record.

4. To continue checking in books, scan the next item’s barcode in the Find Copy field.

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 Notes

Patron Status
You can see information about a patron, including current checkouts, fines, holds,
contact information and circulation statistics on their Patron Status page.

Note: The information that appears on this page varies based on your district's
setup decisions.

Use the following steps to view a patron's status page:

1. Select Circulation > Patron Status.

2. In the Find Patron field, scan or type the patron's barcode.

Note: If you don’t have the patron’s barcode number, you can click Find
Patron to see a complete list of your patrons. Then click the patron’s name to
open their Patron status page.

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 Notes

Copy Status
You can see information about a specific copy, including current checkouts, fines,
holds, contact information and circulation statistics on their Patron Status page.

Note: The information that appears on this page varies based on your district's
setup decisions.

Use the following steps to view a patron's status page:

1. Select Circulation > Copy Status.

2. In the Find Copy field, scan or type the copy’s barcode.

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 Notes

Plan
How do you prefer to notify students of overdues and/or fines? Let participants know that Destiny offers the
options listed to notify students of overdues
l Run a report that lists all overdues and fines in your school. and/or fines. Lead a brief discussion on their
notification preferences.
l Print notices to distribute at school or by mail.
If they don't have an email server set up in
l Email notices to a homeroom/classroom teacher. Destiny or you're not sure, let them know that
their Destiny Admin will need to set that up in
l Email notices to a student, parent or both. order to use the email options. In addition, email
addresses must be included in patron records.

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 Notes

Apply

Current Checkouts/Fines Report

The Current Checkouts/Fines report helps you identify or send notices to students with Demonstrate running a Current Checkouts/Fines
checkouts and/or fines. report.

To practice setting up the Current Checkouts/Fines report, use the If there is interest, you might walk them through
following steps: running the report in more than one format. Give
them time to try running one of their choice.
Select Reports > Library Reports > Current Checkouts/Fines.

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 Notes
Step 1: Format

1. Select the information you want to show (Note: The Show Checked
Out/Overdue Materials option is selected by default.):
l All that are currently overdue

l Those overdue by a specific range of days (such as 2–5 days) or due in a specific
number of days (such as 2 days)

l Those due during a specific date range

l All checked out materials

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 Notes
2. Choose a format:
l Report (PDF or Excel): This is a good option if you want to have a report of all
overdues/fines for your school to refer to or a list of materials that are due soon.

l Email to Homerooms: Send an email summary to each homeroom teacher

who has a student(s) with overdue materials or fines, or as a reminder of
materials that are due soon.

Note: This option requires your email server to be set up in Destiny and that
your patron records contain homeroom information.

l Notices (Choose English, French or Spanish): Choose this option if you want to
mail or email students and/or parents to notify them of overdues, fines or
checkouts that are due soon.

3. Click Continue.

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 Notes
Step 2: Limit
1. By default, the report includes all active patrons. You can limit patrons by the
following:
l To exclude specific patron types, click Update, and then deselect the
appropriate checkboxes. Click Save.
l To include only a specific graduating class, select Graduating in, and then type
the year.
l If you allow students from other schools in the district to check out your
materials, choose if you want to include those patrons.
l If you want to include patrons with an Inactive or Restricted status, select
accordingly.

2. By default, the report includes materials with any circulation type. You can limit
materials by the following:
l To exclude specific circulation types, click Update, and then deselect the
appropriate checkboxes. Click Save.
l If your school uses Destiny Resource Manager or Destiny Textbook Manager,
choose if you want to include resources or textbooks and related fines.
l If students at your school can check out materials from other schools in the
district, choose if you want to include those materials.

3. Click Continue.

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 Notes
Step 3: Details
The instructions for this step vary depending on the format you selected in Step 1.
If you chose Report:

1. In the "Select & Sort by" section, select a method for identifying patrons to include
from the drop-down.
2. In the from and to fields, do one of the following:
l To include all patrons, leave both fields blank.

Note: If you selected Homeroom, select Any Homeroom from both drop-
downs to include all.

l To limit the report to one name or number (such as a specific patron or all 8th
graders), type or select the same name or number in both fields. For example,
you might choose to run the report for one patron (to Smith from Smith) or one
grade level (to 8 from 8).

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 Notes
l If you leave the from field blank and type a name or number in the to field, it
includes all those up to and including the name or number in that field.

l If you type a name or number in the from field and leave the to field blank, it
includes that name or number and all those after it.

3. If you chose to run a PDF report, a "Start a new page..." checkbox appears. If you
want to start a new page after every group in the report, select it. Groups are
determined by the information you selected in the "Select & Sort by" section.
4. From the "Also Display..." section, select or deselect the title and patron info to
include in the report. You can also select to include a thumbnail of cover images.

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 Notes
If you chose 'Email to Homerooms':

1. By default, all homerooms are included. To exclude a homeroom, click Update.

Deselect homerooms accordingly, and then click Save.

2. In the Display name field, verify or change the name and email address you want
to appear as the email sender.

3. From the "Also Display..." section, select or deselect the title and patron info to
include in the report. You can also select to include a thumbnail of cover images.

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 Notes
If you chose Notices:

1. In the "Select & Sort by" section, select a method for identifying patrons to include
from the drop-down.

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 Notes
2. In the from and to fields, do one of the following:
l To include all patrons, leave both fields blank.

Note: If you selected Homeroom, select Any Homeroom from both drop-
downs to include all.

l To limit the report to one name or number (such as a specific patron or all 8th
graders), type or select the same name or number in both fields. For example,
you might choose to run the report for one patron (to Smith from Smith) or one
grade level (to 8 from 8).

l If you leave the from field blank and type a name or number in the to field, it
includes all those up to and including the name or number in that field.

l If you type a name or number in the from field and leave the to field blank, it
includes that name or number and all those after it.

3. Select how you want notices distributed: internally, mailed (includes address) or
email.

4. If you selected email:

l In the Display name field, verify or change the name and email address you
want to appear as the email sender.

l From the Send To options, select one or more checkbox to identify the email
addresses you want to send notices to. The options correspond to patron record
fields, which can include up to five email addresses.

l To send yourself a test email, click Test Email.

5. If you selected internally or mailed, from the Page layout drop-down, select the
number of notices to print on each page.

6. In the Message fields, you can customize the salutation before the patron's name
and the text of the message.

7. From the "Also Display..." section, select or deselect the title or patron info to
include. You can also select to include a thumbnail of cover images.

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 Notes
Step 4: Save & Run
Now that you have the report set up, you are ready to save and/or run it.
If you want to run a report or notices that you do not want to save for later
use:

1. Click Run Notices. Report Manager appears and displays your report at the top of
the list. The status automatically updates.

2. Click the View link to see the report, notices or status of the email notices.

If you want to save the report or notices to run again or schedule it to run
automatically:

1. Click Save Setup.

2. In the Save As field, type a name for the report or notices.

3. From the Schedule Report drop-down, select Do Not Schedule if you do not
want the report to run automatically. To schedule the report to run on a daily or
weekly basis, select accordingly, and then select the day and/or time you want
them to run.

Note: If you do not want the report or notices to run on closed days, select the
Do not run on closed days (Closed: Sunday, Saturday) checkbox.

4. Click Save Setup or Save & Run.

If you selected Save & Run, Report Manager displays your report at the top of the
list. The status automatically updates.
5. Click the View link to see the report, notices or status of the email notices.

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 Notes
The saved report or notice setup appears on the Format page, in the Saved
Report/Notices list at the top.

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 Notes

Assess
In the following table, use checkmarks to self-assess your level of understanding of
the learning outcomes covered in this session.

I can...

Check out library materials.

Check in library materials.

View patron status information.

View copy status information.

Run a Current Checkouts/Fines report.

Run Current Checkouts/Fines notices.

If you need more help, go to:

l Destiny Help for feature information and step-by-step instructions
l www.follettcommunity.com for how to's, videos, training tools, blogs and forums
For the most recent product updates, see the What’s New in Destiny document,
available in both locations.

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Building Your Catalog
60 min

Description
With so many teachers and students relying on your library for the most up-to-date resources, you need a quick and easy way to add new
materials to your catalog. Destiny Library Manager provides multiple features to help you maintain and improve catalog records. Learn how to
add title and copy records to your catalog.

Objectives
l Import titles from Titlewave® and other sources
l Add title and copy records from resource databases
l Add title and copy records manually

Activities
l Answer questions about how your school adds new materials to your catalog.
l Demonstrate how to import title records, and add copies to existing title records.
l Demonstrate how to add title records using the Alliance Plus database.
l Explain how to add titles manually.

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 Notes

Plan
How does your school handle adding new resources to your catalog? Do you receive
copies of the MARC record for each new item? Lead a brief discussion on how participants
currently add resources to their catalog, so you
can draw connections in the Apply section.
This will also help you gauge how much time to
spend on each section based on their current
methods.

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 Notes

Apply
Maintaining accurate catalog records is vital for your students and teachers to know Explain the importance of avoiding duplication by
which information and resources are available. Destiny makes it easy to add high- having just one title record. If the title record
quality title records while ensuring duplicate records do not exist. already exists in the district, you can just add
the copies to your library.

Import Title Records from Titlewave Start by asking if they currently use Titlewave.
Whenever you purchase new titles or copies from Follett, you can import the MARC
records to your catalog directly from Titlewave. If they do: Show them where to access it in
Destiny and how to import title records. From
Note: If you don't have a Titlewave account and want to learn more or register for the Import Titles page, give a high-level
one, go to www.titlewave.com. overview of the four sections: Title Matching,
Copy Matching, Assign Copy Information and
If you have a Titlewave account: Import File.

1. Select Catalog > Titlewave > Library Materials. Refer them to the Importing Title Records from
Titlewave quick reference guide for the complete
instructions.

If they do not: Give a very brief overview of

Titlewave, such as: Titlewave is a website where
you shop for library materials from Follett using
customized collection-building tools designed
specifically for preK-12. It includes poewrful
collection analysis tools that integrate with
Destiny Library Manager.
Give participants a few minutes to complete the
activity, if applicable.

2. Click Order History, and view the options available to you.

3. View your order history.

Note: For step-by-step instructions, see the Importing Title Records from
Titlewave quick reference guide.

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 Notes

Import Title Record Files

To see where you import a title record that is not from Titlewave, go to Show participants where to access the Import
Catalog > Import Titles. Select the appropriate settings to import a file of Titles page to import a MARC record from a
title records. Do not upload a file or click Import. vendor. If you demonstrated how to import a
title from Titlewave, you can just show the page
and explain that the procedure is the same as
they saw in the previous demonstration, except
they need to browse for the file.

Note: For step-by-step instructions, refer to the Importing Title Records quick
reference guide.

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 Notes
Perform a search that brings up an example of a
Import Title Records from a Resource Database district, Alliance Plus, and Z-source record, and
then briefly explain each. Mention they can find
You can easily access and import thousands of title records from Alliance Plus and z-
instructions for setting up Z-sources in Destiny
source databases into Destiny Library Manager.
Help.
You just purchased a new book, Mr. Popper's Penguins by Richard Atwater
(ISBN: 0-316-05842-4). You do not have a title record to import. Practice Explain that Alliance Plus MARC records come
searching for a district and Alliance Plus title record using the following from two sources: Records created by the Follett
steps: cataloging team for books that Follett sells and
the Library of Congress. Records from these two
1. Go to Catalog > Add Title.
sources are updated weekly.
2. Search for the book.
Refer them to the Adding Title and Copy Records
Note: To find an exact match, search by the ISBN number. from Resource Databases quick reference guide
for more information.
Did you find the book in your district? Describe the steps for adding the new copy to
your catalog if a title record exists in the district.
Give participants a few minutes to complete the
activity, and then discuss as a group.

Look at the Alliance Plus title records available. If there is more than one, describe
how you would select one.

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 Notes
Give a high-level overview of manually adding a
Add Title Records Manually title record. Note the subtabs. Point out you're
looking at the Easy Editor view. Note the field-
Destiny Library Manager's Easy Editor makes manually adding any title record quick
specific Help available for most fields.
and easy.
There are some titles you will not find in Alliance Plus, such as your Click the Use MARC Editor button just to show
school's yearbook or a student-published book. Using either of those that it is available.
examples or one of your own, practice cataloging a title manually using the
If only some participants have a title to add,
Easy Editor option. Only save the title record if you want to keep it in your
they can work in small groups or you can use
catalog.
one title to lead a full group activity.

If no one has a title they're ready to add, you

might use a book you bring as an example to
walk through as a group. Another option, if they
seem engaged in exploring more about the
methods they just learned, is to give them a few
more minutes of hands-on and question time.

Note: For step-by-step instructions, refer to the Adding Title and Copy Records
Manually quick reference guide.

Complete the following activities to practice adding titles to Library

Manager using the appropriate method:

1. If you have a book with you that you are ready to catalog, add it to Library Manager
using the appropriate method.
2. Find the title record of a fiction book in your library. Complete the Add Copies page
with as much information as you have available, but do not save copies.

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 Notes

Assess
In the following table, use checkmarks to self-assess your level of
understanding of the learning outcomes covered in this session.

I can...

Import title records.

Add copies to title records.

Add titles using Alliance Plus.

Create title and copy record manually.

If you need more help, go to:

l Destiny Help for feature information and step-by-step instructions
l www.follettcommunity.com for how to's, videos, training tools, blogs and forums
For the most recent product updates, see the What’s New in Destiny document,
available in both locations.

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Destiny® Library Manager

Importing Title Records from Titlewave

Adding new materials to your catalog does not need to be complicated. Destiny Library Manager saves you time and effort—whenever you
purchase new titles or copies from Follett, you can import the MARC records to your catalog directly from Titlewave.

1. Click Catalog > Titlewave > Order History.

2. In the appropriate row, click Import. The Import Titles page opens.
3. In the Title Matching section, select the checkbox for how you want Library Manager to compare the incoming records for a match in your
catalog: Strict or Relaxed.

Note: Follett recommends you use strict title matching, which requires a match on the LCCN, ISBN, or ISSN, plus the title and material
type. If the author and publication dates are present, they are also compared. If an incoming record contains a 13-digit ISBN and your
district collection record has the 10-digit form of that ISBN—or the reverse—Library Manager considers them the same ISBN.

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4. Select how you want Library Manager to handle incoming records if its MARC record data matches existing records in your catalog.

Note: Follett recommends you replace your existing title records with the import records if they have more information than your records.
By default, Library Manager replaces the existing records but preserves and merges local tags or fields of information that apply
specifically to your library.

5. In the Copy Matching section, select how you want Library Manager to handle any copy records where an incoming barcode matches a
barcode already in your catalog.

Note: Follett recommends you skip the duplicate incoming copy. If you choose to skip an incoming copy when the barcode matches an
existing copy’s, the report generated at the end of the import will identify any skipped copies. You will need to add these copies manually.

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6. In the Assign Copy Information section, click Update. Do any of the following:

a. To assign all the copies in the import file to a specific circulation type, select the appropriate type from the Circulation Type drop-down.

Note: Selecting this option will assign every item in the import file to the selected circulation type. Follett does not recommend
selecting this option if the import file contains materials with various circulation types.

b. To assign the copies in the import file to different circulation types, select Based on Call Number.

Note: To review or update the library’s circulation type/call number associations, click Update.

c. To assign all the copies in the import file to one or more copy category that you created prior to the import, click Assign. Select the
appropriate category descriptions, and click OK.
d. To assign the copies in the import file to a specific area in your library, select the location/genre/subject from the Sublocation drop-
down. You can add a location/genre/subject by clicking Other.

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e. To assign the copies in the import file to the vendor you purchased it from, select the appropriate vendor from the Vendor drop-down. You
can add a new vendor by clicking Other.
f. To assign the copies in the import file to a particular funding source, select the appropriate source from the Funding Source drop-down.
You can add a new source by clicking Other.
g. To change the price of copies being imported, select the appropriate currency in the Change Currency Code and to drop-downs. Enter an
Exchange Rate, or leave the field blank so no changes are made.
h. Click OK.

7. In the Import File section, do the following:

a. To add the incoming titles to a previously created Resource List, select Add the titles in the import file to and choose a Resource List
from the drop-down.
b. If your import file contains eBook records that belong only to your school, select This file contains eBook records for only this site.
This prevents other sites in your district from being able to view and access the eBooks.
c. To limit the details in your import report to errors and warnings, select Limit the Job Summary details to errors and warnings.

Note: Deselecting this checkbox will create a record of every title and detail in the import file on the import report.

d. To list possible duplicate titles in the report summary after the import, select List possible duplicate titles in the Job Summary
after import.

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8. Click Preview to have Library Manager compare incoming records with existing records, and generate a Job Summary without actually
importing the records.

Note: Follett recommends that you check the results before importing the records so that you can review the report and decide whether
the import settings need adjustment before you import.

9. If you are happy with the preview, click Import to begin the import. The Job Manager opens, and your report displays as In Progress at the
top of the list.
10. When the status is Completed, click View.

Note: If any copies show as “skipped” on the report, you must add them manually.

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Importing Title Records

Teachers and students rely on your library for up-to-date resources and information, so you need to be able to add new materials to your catalog
quickly and efficiently. Whenever your vendor gives you an importable file of MARC records for new titles or copies, use Destiny Library
Manager’s easy-to-use title import function.

1. Click Catalog > Import Titles > Add/Update.

2. In the Title Matching section, select the checkbox for how you want Library Manager to compare the incoming records for a match in your
catalog: Strict or Relaxed.

Note: Follett recommends you use strict title matching, which requires a match on the LCCN, ISBN, or ISSN, plus the title and material
type. If the author and publication dates are present, they are also compared. If an incoming record contains a 13-digit ISBN and your
district collection record has the 10-digit form of that ISBN—or the reverse—Library Manager considers them the same ISBN.

3. Select how you want Library Manager to handle incoming records if its MARC record data matches existing records in your catalog.

Note: Follett recommends you replace your existing title records with the import records if they have more information than your records.
By default, Library Manager replaces the existing records but preserves and merges local tags or fields of information that apply
specifically to your library.

4. In the Copy Matching section, select how you want Library Manager to handle any copy records where an incoming barcode matches a
barcode already in your catalog.

Note: Follett recommends you skip the duplicate incoming copy. If you choose to skip an incoming copy when the barcode matches an
existing copy’s, the report generated at the end of the import will identify any skipped copies. You will need to add these copies manually.

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5. In the Assign Copy Information section, click Update. Do any of the following:

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a. To assign all the copies in the import file to a specific circulation type, select the appropriate type from the Circulation Type drop-down.

Note: Selecting this option will assign every item in the import file to the selected circulation type. Follett does not recommend
selecting this option if the import file contains materials with various circulation types.

b. To assign the copies in the import file to different circulation types, select Based on Call Number.

Note: To review or update the library’s circulation type/call number associations, click Update.

c. To assign all the copies in the import file to one or more copy category that you created prior to the import, click Assign. Select the
appropriate category descriptions, and click OK.
d. Select the appropriate category descriptions.
e. Click OK.
f. To assign the copies in the import file to a specific area in your library, select the location/genre/subject from the Sublocation drop-
down. You can add a location/genre/subject by clicking Other.
g. To assign the copies in the import file to the vendor you purchased it from, select the appropriate vendor from the Vendor drop-down. You
can add a new vendor by clicking Other.
h. To assign the copies in the import file to a particular funding source, select the appropriate source from the Funding Source drop-down.
You can add a new source by clicking Other.
i. To change the price of copies being imported, select the current and appropriate currency in the Change Currency Code and to drop-
downs. Enter an Exchange Rate, or leave the field blank so no changes are made.
j. Click OK.

6. Click Choose File, and browse to the location of your import file.

Note: If you are importing title and copy records from a vendor website, you must first download the records to a folder or your desktop.

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7. In the Import File section, do the following:

a. To add the incoming titles to a previously created Resource List, select Add the titles in the import file to and choose a Resource
List from the drop-down.
b. If your import file contains eBook records that belong only to your school, select This file contains eBook records for only this
site. This prevents other sites in your district from being able to view and access the eBooks.
c. To limit the details in your import report to errors and warnings, select Limit the Job Summary details to errors and warnings.

Note: Deselecting this checkbox will create a record of every title and detail in the import file on the import report.

d. To list possible duplicate titles in the report summary after the import, select List possible duplicate titles in the Job Summary
after import.

8. Click Preview to have Library Manager compare incoming records with existing records, and generate a Job Summary without actually
importing the records.

Note: Follett recommends that you check the results before importing the records so that you can review the report and decide whether
the import settings need adjustment before you import.

9. If you are happy with the preview, click Import to begin the import. The Job Manager opens, and your report displays as In Progress at the
top of the list.

10. When the status is Completed, click View.

Note: If any copies show as “skipped” on the report, you must add them manually.

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Adding Title and Copy Records from Resource Databases

Maintaining accurate catalog records is vital for your students and teachers to know which information and resources are available. You can
easily access and import thousands of title records from Alliance Plus and z-source databases into Destiny Library Manager.

Searching Resource Databases

1. Select Catalog > Add Title.
2. Select the material type you want to search for in the Find drop-down.
3. Select the type of search you want to conduct from the with drop-down.

Note: Follett recommends you search by ISBN to ensure you are not duplicating records.

4. On the Search Results page, scroll to find the item you searched for. The source of the title record is indicated by the icons adjacent to the
title.

The red school house indicates the record is already in your district’s
catalog. If there is a district record in the search results, use that record
to avoid duplication. You simply need to add your library’s copies.
The “A+” indicates the record is in the Alliance Plus database. If there is
not a district title record in the search results, there might be a title
record in the Alliance Plus database.
The lightning bolt indicates the record is in the z-source database. If
there is not a district or Alliance Plus record available, you can choose
to use a z-source record. Z-source databases are owned by the host
libraries, and you must set up access to them before you can find z-
source search results.

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Adding a Title from Follett’s Alliance Plus or Z-Source Databases
If a particular title is not already in your district’s catalog, you can add the title record from Alliance Plus or z-source databases.

1. From the Search Results page, click Details or the title link of an item with the or next to it.

Note: You can review the MARC record details on the MARC View subtab.

2. Click Save Title.

Note: If you want to make any changes to the title record, click Edit Title after you save the title record.

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Adding Copies
To add copies to an existing district record, click on the title or Details. The Title Details page opens with additional information about the item.
Select Add Copies to add a copy to this record.

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Adding Title and Copy Records Manually

Adding Titles
Some materials might seem challenging to catalog and add to your library’s collection, such as your school’s yearbook or a self-published
collection of your students’ work. Destiny Library Manager’s Easy Editor makes manually adding any title record quick and easy.

1. Click Catalog > Add Title.

2. Select the material type you want to search for in the Find drop-down.
3. Select the type of search you want to conduct from the with drop-down.

Note: Follett recommends you search by ISBN to ensure you are not duplicating records.

4. If a title is not available in the district catalog, Follett’s Alliance Plus, or Z-Source databases, the Add Title page opens.
5. On the Brief Title sub-tab, enter basic information about the title you are cataloging. You can find most of this information on the item’s title
or copyright pages.

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6. On the Series/Notes sub-tab, enter information about the title’s series or volume, if available, and its interest level. If your school uses
Lexile® Meaures or the Fountas and Pinnell program, you can also enter the codes here.

7. On the Subjects sub-tab, enter subject headings. Click Find Heading to see a list of headings previously used in your library. These
headings help your patrons find titles with a common topic.

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8. On the Resources sub-tab, you can add links and a brief description for any related digital resources, such as websites.

9. On the Added Entries sub-tab, you can type a different title for the item or any co-authors, illustrators or editors.

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10. On the RDA Types subtab, you can select content, media and carrier types from the drop-downs. Adding the RDA types expands your
patrons’ ability to find and access your library’s resources.

Note: Your district must have RDA as the preferred descriptive cataloging form to view this sub-tab.

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Adding Copies
To add copies to an existing district record, click the title or Details. The Title Details page opens with additional information about the item.
Click Add Copies.

On the Add Copies page, enter all required information. Complete other fields as needed. Reports and inventory are more accurate when you
complete more fields. Click next to a field for more information.

Field Name Description

Status The copy's availability for circulation.

*Number of copies (required) The number of copies you want to add.

Starting Barcode Manually add or have Destiny assign the next available barcode.
*Call Number (required) The copy's call number.
Include the price if you want the information to show on overdue and fine notices or
Purchase Price
to calculate your collection value accurately.
Classifications of library materials that let you have different loan policies for
Circulation Type different materials. You can also limit searches, reports and notices by circulation
type. By default, this is set to the library’s default circulation type.
Date Acquired By default, it is set to the current date.

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Field Name Description
Group copies for many different purposes, such as supporting curricula, tracking
Copy Categories vendors and funding sources, creating bibliographies and reading lists, and
promoting special collections or new materials.
Include information unique to a copy, such as damage to the book or a signed copy.
Notes The note shows at the top of the page whenever you first retrieve a copy in
Circulation.
If the copy requires enumeration or chronology (for example, Volume, Issue,
Volume, Issue, etc.
Number or Year), you can enter that in this field.
Copy Number If there are multiple copies of a title, use to identify the number of copies.
Assign the copies to a specific area in your library or by a location/
Sublocation
genre/subject.
Vendor The vendor you purchased the copies from.
Funding Source Indicate that the copies were purchased using a particular funding source.

After you enter all the information, click Save Copies.

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 Appendix

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Customize the Destiny Discover Homepage for Your School
You can customize the Destiny Discover homepage to show the ribbons and links you want to feature, in the order you want them to appear.

Note: Customizing the Destiny Discover homepage requires the permission, Allow Follett Digital setup.

To select which ribbons you want to appear:

1. In the Destiny Discover header, select > Setup.

2. Select Display Options > Featured Content.
3. Select or deselect the ribbons you want to show or hide on the Destiny Discover homepage.

Note: Ribbons only appear if they have content.

To determine the order of ribbons on the Destiny Discover homepage:

1. In the Destiny Discover header, select > Setup.

2. Select Display Options > Featured Content.
3. Under "Destiny Discover Homepage Layout", drag and drop any of the ribbon buttons to change their order of appearance on the Destiny
Discover homepage.

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Popular Titles ribbon
The Popular Titles ribbon shows the top 10 books read in your collection by patron and material type.
To adjust the circulation data included in the Popular Titles ribbon:

1. In Destiny Library Manager, select Back Office > Site Configuration > Catalog > Top 10 Titles.

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2. Customize the list by doing any of the following:
If you want to... Then...
Include or exclude circulations identified as "in-library use"
Select or deselect the Count in-library use circulations
Note: "In-library use" is an option you can select during checkout checkbox.
for materials that are used within the library.

a. Next to Count circulations of these patron types: [included

material types], click Update.
Count circulations of only patron material types
b. Select or deselect the appropriate Patron Types.
c. Click OK.

a. Next to Count circulations of these material types:

[included material types], click Update.
Count circulations of only specific material types.
b. Select or deselect the appropriate Material Types.
c. Click OK.

a. Select the Count circulations of this call number range

checkbox.
Include circulations in a specific call number range b. In the From and to fields, specify a call number range. Type at
least 3 digits of each Dewey number or a complete call number
prefix.

3. Click Save.

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Topics ribbon
Patrons can use the Topics ribbon to search for a subject based on the selected topic or genre. You can choose between a ribbon geared for
elementary or middle/high school-level students. The ribbon is enabled by default and set to the elementary target audience.

Note: Clicking an icon in the Topics ribbon mostly returns print and eBook resource titles.

To choose the elementary- or middle/high school-level Topic ribbons:

1. In the Destiny Discover header, select > Setup.

2. Select Display Options > Featured Content.

3. Click on the Topics button.

4. Select Elementary or Middle/High School, and then click OK.

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Links ribbon
On the Links ribbon, you can include One Search databases and/or custom links.
To show One Search databases on the Links ribbon, you need to edit the settings of the ones you want to include as follows:

1. In Destiny Library Manager, select Catalog > Search Setup > Enriched Content Searches.
2. Next to One Search Database Information, click Edit.
3. Click Edit Databases.
4. Click Edit next to the assignable database you want to change.
5. Select or deselect the checkboxes as needed.
6. Click Save.

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To add, edit or delete custom links from the Links ribbon:

1. In the Destiny Discover header, select > Setup.

2. Select Display Options > Featured Content.

3. Under "Destiny Discover Homepage Layout", click on the Links button.

4. Use the following table to add, edit or delete custom links:

If clicking... Then do the following:

a. Type/edit the name in the Display Name field.

Add Link
b. Type or paste a link in the Link to URL field.
c. Type/edit information in the Description field.
Edit d. Click Ok.

a. Click Delete.
Delete
b. Click Yes to confirm that you want to delete the link.

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Setting Up One Search

Your teachers and students can take advantage of your school’s subscription databases all in one place through Destiny® One Search™. One
Search saves staff and patrons time and effort by letting them search the catalog and multiple free and subscription databases all at one time
with a single search request. In addition, patrons do not need to remember the URLs, usernames and passwords for multiple databases.

Prepare to Set Up One Search

Before you begin the setup process, you need the following:
l Your customer number, which can be found in your welcome letter.
l The URL location and the version of the web-based library catalogs you
want to make available to your users.
l Usernames and passwords for paid subscription databases.
l IP addresses of your library web server for IP authenticated subscription
databases, if applicable.
l A custom URL, if one is required, to access subscription databases.

Set Up Site Configuration Settings

To set up the One Search Site Configuration setting as the To set up the One Search Site Configuration setting as the Site
Destiny Administrator: Administrator:

1. On the district Welcome page, click Setup. 1. Select Back Office > Site Configuration > Site Info.

2. Next to the site that will use One Search, click . 2. Confirm the customer number is correct.

3. Confirm that the site’s customer number is correct. 3. Select the Use One Search checkbox.

4. Select the Use One Search checkbox. 4. Click Save.

5. Click Save.

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Set Up One Search Access Levels
Those who will add and edit One Search databases need the correct permissions. Most likely the Library Administrator should have this access,
but you can also give other access levels, such as library staff, the rights to add and edit databases.

To set up administrative access to One Search:

1. Select Back Office > Access Levels.

2. Next to the access level you want to give administrative access to, click .
3. Select the Search One Search as checkbox, and then select Staff.

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4. To let users add and edit One Search databases, select the Set up One Search checkbox.
5. Click Save.

To set up patron access to One Search:

1. Next to Patron or the access level you use for students, click .
2. Select Search One Search as, and then select Student.
3. Click Save.

To let guests who access your library catalog use One Search:

1. Next to Guest or the access level you use for guests, click .
2. Select the Search One Search as Guest checkbox.

Important: Make sure you understand your online subscription database license agreement before you allow public access. Anyone who
can access your Destiny URL from inside or outside your network may be able to use One Search if you allow guest access. You are
responsible for complying with the license terms of third-party content vendors.

3. Click Save to complete or Cancel to leave without granting this access.

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Add One Search Databases
To add non-IP verified subscription databases to the One Search service:

1. Select Catalog > Search Setup > Enriched Content Searches.

2. Next to One Search Database Information, click Edit.
3. Click Add Databases.
4. Next to the database you want to add, click Add.

Each database you select might require you to enter different authentication information, such as a username, password, URL or customer
number. Obtain this information from the database vendor.
If you would like students to have access to search One Search databases away from school, ensure your students log in to Destiny with a
username and password.
In the event your selection yields a list of multiple databases, such as when you select a subscription encyclopedia database, select the
checkboxes to enable the databases you subscribe to.

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Selecting the checkboxes in the "Display in Destiny Discover Homepage Links" column adds those databases to the Destiny Discover homepage
Links ribbon.
Selecting the checkboxes under "Preset selected in Destiny Classic" tells Destiny to search these databases by default whenever users perform a
Basic library search and set the Material Type drop-down to Any Type. (Selecting Any Type ensures that the online databases are searched.) In
Power Search, Destiny automatically selects the checkbox for the Preset selected databases under Include Online Resources. Patrons must
manually select any database in Power Search not set as Preset selected.
The Allow Students, Allow Staff and Allow Guests options let you decide which groups of patrons–students, staff or guests, respectively–
can search specific databases. You need to enable the students, staff and guest access levels to give these patron groups permission to search
One Search.
Ensure your Third-Party Subscription Database licenses allow public access before permitting guests to search One Search. You are responsible
for complying with the license terms.

5. Click Save.
6. Repeat the steps for the databases you want to include in One Search.
7. When you finish, close the window.

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Set Up IP-Verified Subscriptions
Download the Host Script
If your library has IP-verified database subscriptions, which use verified IP addresses to access the database information, your network
administrator must download the One Search host script and configure your web server to access this file.
Have your network administrator (or the person in charge of your computer network) access the One Search host script through Destiny online
Help and provide you with the complete path to the FSCPROXY.PL file, as you need to enter it in Destiny when setting up IP-verified subscriptions.
The only difference in patron use of IP-verified database subscriptions and other One Search databases is that while students with a Destiny login
can search One Search databases from home, they cannot click a search result in an IP-verified subscription to view it as they can in other
subscription databases. Instead, students must save the search result(s) to a Resource List to view later at school.

Configure a Web Server for IP-Verified Subscriptions

To authenticate your site’s subscription to IP-verified subscription databases, you need one or more of the following:
l Username and password
l Database IP address
l Custom URL of the database

Note: In addition, the server on which you install this proxy must connect to the Internet through an IP address that has been verified with
the subscription service.

Important: Obtain this information from each database provider. Follett does not have access to this information.

You should also have the complete path to the FSCPROXY.PL file your network administrator provided after downloading the One Search host
script and configuring your web server to access this file.
If you are setting up the FSCPROXY.PL host script to “tunnel” information through a proxy server, you need to edit the FSCPROXY.PL file once you
download it:

1. Make sure Perl is configured on your web server. It is a free, cross-platform web server language you can download from numerous
websites, including http://aspn.activestate.com/ASPN/Downloads/ActivePerl/.

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2. Download the zipped fscproxy.pl file.
l If you are using the Apache server, place the file in your \cgi-bin directory in \WWW root on the web server with Execute permissions.
l If you are using IIS, place it in the \Inetpub\Scripts folder on the web server with Execute permissions.

3. Open the FSCPROXY.PL file in a text editor, such as Notepad or ConTEXT.

4. Enter the IP address of your proxy server by replacing the lines
my $proxy_path
with
my $proxy_path=”127.0.0.1”
and replacing 127.0.0.1
with
your proxy server IP address

Important: Quotation marks are required around the IP address.

5. Enter the port on which your proxy server is listening by replacing the line
my $proxy_port
with
my $proxy_port=”8080”
and entering the correct port number instead of 8080.

Important: Quotation marks are required around the port number.

6. Save and close the FSCPROXY.PL file.

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7. Provide the site or library administrators with the complete path to the FSCPROXY.PL file, as they must enter this path when setting up Destiny
to access IP-verified subscriptions.

Note: All patron search requests are handled through onesearch.fsc.follett.com, regardless of IP authentication settings. If IP authentication
is enabled for a database, onesearch.fsc.follett.com calls the One Search IP authentication host script (fscproxy.pl), which in turn contacts
the selected subscription databases.

Important: At a minimum, the web server hosting the FSCPROXY.PL script must allow requests from onesearch.fsc.follett.com and must
allow outgoing HTTP connections to all supported subscription databases. Library patrons and outsiders do not need direct access to the
machine hosting the FSCPROXY.PL script.

Follett recommends that you configure the web server to deny access to the FSCPROXY.PL script from all machines except
http://onesearch.fsc.follett.com/.

Enter the Host Script Path in Destiny

To use IP-verified subscriptions, enter the path to the FSCPROXY.PL host script:

1. Select Catalog > Search Setup > Enriched Content Searches.

2. Click Edit next to IP Verified Subscriptions.
3. Enter the path to the FSCPROXY.PL host script in the path field.
4. Click Test to test the path.
5. Click Save.

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Set Up One Search for Multiple Sites
If your district purchases subscriptions to online databases for the entire district, you can push One Search database configurations to multiple
sites. This is a simple way to enter authentication information once and apply it to other schools in the district.
To push One Search database configurations to another site or sites:

1. Log in to Destiny as the Destiny Administrator.

2. Select Setup > District Options.
3. Next to One Search Database Information, click Edit.
4. Select a school to be the source site.

The database configurations at the source site will be duplicated at other sites in the district. Therefore, you should set up the source site with
every district subscription that you want to push to other sites.
5. Click Configure.

The push process only works for databases that use the same username and password for each school in the district. Any databases that
require a unique username and password for each school need to be set up at the individual schools. Users at each school who have the Set up
One Search permission can add or edit database configurations.

If any of the receiving schools already have databases configured that are not configured at the source site, those databases are not affected
by the push. If the source school and any of the receiving schools have a database in common, the receiving school’s configuration for that
database will be overridden when the push is processed.
6. From the "Push Configuration to" drop-down, select the entire district, a site type or a single site.

The push process will automatically enable the Use One Search checkbox in Site Configuration for any receiving sites that do not already have
it enabled.
7. Click Go.
8. A message notifies you which sites will receive the database configurations you set up at the source site. To proceed, click Yes.

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Library Manager Terms

This glossary uses lowercase for all terms except product names and acronyms.
Term Definition
(Anglo-American Cataloging Rules) Previously, this was the cataloging standard written for the card
AACR2 environment, with the primary focus on cataloging print materials. AACR2 is being replaced by RDA, which
is designed for the digital environment. See also RDA.
Accelerated Reader (AR) Commercial reading program with reading levels assigned to books.
access level Set of permissions that defines the Destiny functions a user can perform and what the user can see.
Cataloging database with access to more than 7 million quality MARC (MAchine Readable Cataloging)
Alliance Plus
records for library materials.
A record of the authoritative form of a name (personal, corporate, meeting or geographic), uniform title,
authority record series title or topical term used as a heading in a library catalog. An authority record can also contain "See
from" and "See also from" references to help library patrons.
Machine-readable code consisting of vertical bars, spaces and text that can be scanned or entered manually
barcode
in Destiny to identify an item or a patron.
The structural rules and conventions for representing data within a particular barcode. For example, Code
barcode symbology
39 barcodes consist of 5 bars and 4 spaces and a specific character set.
Available as a Destiny subscription, this integrated online platform supports independent reading – letting
Biblionasium
students, teachers and parents interact in a social community.
Term that expresses a logical relationship between keywords or phrases used in searches, such as AND, OR
Boolean operator
and NOT.
A bibliographic record with minimal cataloging information (title, author, and local call number). Destiny
brief record considers any record that does not contain tags 305 to 899 (inclusive) to be a brief record (excludes 526
tag).
Numbers and/or letters that represent the location of a book in the library. Call numbers can be listed in the
call number
library's catalog or on the spine of the book.
Letters that come before the Dewey number or the suffix. For example, both E 811 SIL and E HAR have a
call number prefix
prefix of E.
Overrides the due date calculated by Destiny if earlier than that date. A commonly used ceiling date is the
ceiling date
last day of school.

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Term Definition
Maximum number of checkouts allowed for any single Circulation Type. This is different than Max
checkout limit Checkouts, which is the number of copies of all Circulation Types that someone of a Patron Type can have
checked out at any one time.
Classification of library materials that lets library staff set up different loan policies for different types of
circulation type materials. A copy's Circulation Type, when combined with a Patron Type, determines the copy's loan period
to a patron of that Patron Type.
Classroom Ready Collections Pre-built, standards-aligned collections, curated from open educational resources (OERs) and available by
(CRCs) subscription in Collections by Destiny.
An interface in Destiny Discover that lets users share free or purchased resources. Each collection can
Collections by Destiny
include web pages, videos, documents and much more.
A way to group copies for many different purposes. These include supporting curricula, producing
copy category
bibliographies and reading lists, and promoting special collections or new materials.
copy record Barcoded copy of an item that is added to the title (or bibliographic) record.
Describes a copy's availability for circulation. The possible copy statuses are Available, Lost, Checked Out,
copy status
On Hold, On Order, Loaned Out, In Transit, and Out for Repairs.
Keywords added to the record of items in Destiny Discover and Collections, and listed in Titlewave, to
curriculum tag
indicate that a book might be used to support instruction in specific areas.
dashboard Provides a graphical, at-a-glance view of various preconfigured reports that you have added to Destiny.
The traditional interface in Follett Destiny Library Manager. This lets library staff search for library
Destiny Classic resources and complete library administrative tasks, such as accessing the Back Office, circulating books,
adding items to the catalog and running reports.
An interface in Follett Destiny Library Manager that lets you search for all your library's resources, from
Destiny Discover
eBooks to print materials to subscription databases to digital resources.
Destiny Discover app A downloadable app that lets patrons search for materials or read eBooks available in Destiny Discover.
A unique student number that some schools or districts assign to students and staff. District IDs can be
district ID
imported into Destiny as part of the patron record. This field can be alpha numeric.
One of the two data entry pages in the Catalog, used to add, edit or delete MARC records. See also MARC
easy editor
editor.

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Term Definition
Electronic version of a printed book that can be read on a computer or device. eBooks have different
licensing rights assigned by the publisher. Unlimited, Simultaneous Access means one copy of the eBook
eBook
can be read at the same time by many people. Single Use means only one person can read a copy of the
book at a time.
In cataloging, an item's number of pages, volume or playing time. Extent is recorded in the 300_a tag of a
extent
MARC record.
Free, Follett-sponsored collections in Collections by Destiny that are created by Follett educators and
Featured Collections
provide instructional tools to teachers and students.
The dollar amount incurred for each open day that a checkout is overdue. No fine increment is charged until
fine increment the end of the grace period (if defined). Once the grace period is past, the fine begins accruing on the day
after the due date.
A cause for fines; there are four default fine types: Overdue, Damaged, Lost and Refund. Besides these,
fine type
you can create additional fine types, such as copier fees.
A set due date for checkouts that does not depend on the date of checkout. Set up in Library Policies in the
fixed due date
Back Office.
A Follett website providing free online training, webinars and resources for all PreK-12 educators.
Follett Community
Resources include step-by step Quick Reference Guides and how-to videos for Destiny.
Follett Destiny Mobile app A downloadable app that library staff can use for basic checking in and out functionality.
A single-user application that lets admins circulate and collect copy and patron barcode numbers (either by
Follett Remote scanning or typing) outside of Destiny. The data files can be stored locally or remotely and then uploaded to
Destiny.
Fountas & Pinnell (reading Reading instruction method that assigns reading levels to books. Levels are designated as letters, which can
levels) be used in the Guided Reading program.
A library where books are organized and displayed in sections by genre, such as science fiction, mystery,
genrefied library
etc.
Anybody using Destiny that has not logged in. By default, guest users have a separate access level with
guest user
limited permissions that can be edited by the Destiny Admin.
Marking an item hidden in the Circulation Type lets you hide library materials that you do not want all your
hidden material
patrons to see.
hold priority Determines who gets the first available copy of an item. Defined for Patron Types in Library Policies.

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Term Definition
A hold is a request by a patron for the next available copy of a title. Destiny scans the list of holds before
completing each checkout. Any checkout that conflicts with a hold is interrupted with an alert message. A
hold vs. reserve
reserve is a hold request placed for one or more copies needed on a specific future date, similar to a
reservation.
Value that can be indicated in the patron record, as well as imported. Several reports and functions use the
homeroom
Homeroom field as a choice for sorting and selecting data.
in library use circulation Option to record library circulation statistics for items used in the library, but not checked out.
An eBook is a digital or electronic book that can be read on a device, like a computer or tablet. Interactive
interactive eBooks vs. eBooks
eBooks include features such as animation, sound and touch.
interlibrary loan (ILL) System that lets a patron of one library borrow books from another library.
(International Standard Book Number) Used to identify books and is currently 13 digits. Older titles might
ISBN
have a 10-digit ISBN. See also standard number.
(International Standard Serial Number) An 8-digit number used to identify serial publications. See also
ISSN
standard number.
job manager Place where reports are listed after they have completed.
(Library of Congress Control Number) The number the Library of Congress assigns to each catalog record;
LCCN
includes the year and a 6-digit serial number. See also standard number.
Lexile scale Framework that assigns reading ability levels to readers and difficulty levels to text.
(LOC) The official library of the US Congress and possibly the largest library in the world. It catalogs most
Library of Congress
copyrighted publications and is used as a resource for libraries worldwide.
Fine associated with a library copy. There are four default fine types: Overdue, Damaged, Lost and Refund.
library fine
It is possible to create additional fines.
Lightbox An educational platform featuring interactive titles, available for purchase.
loan period The amount of time a patron can keep the checked-out material.
A copy or item status that indicates the copy or item has been lost by a patron, Inventory or Offline
lost
Circulation.
One of the two data entry pages in the Catalog, used to add, edit or delete MARC records. See also easy
MARC editor
editor.
The record for each title in a collection. Every bibliographic record has a copy record for each physical or
MARC record
digital copy in the library.

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Term Definition
The physical form of the material being added, such as book, map, kit, etc. This appears in the MARC record
material type
fields 000 and 008.
The number of copies of all Circulation Types that someone of a particular Patron Type can have checked
max checkouts
out at any time.
Barcode numbers collected outside of and separate from Destiny, using the Destiny Remote application.
offline circulation
When the system is online again, the information can be uploaded into Destiny.
A configurable option in Destiny that lets you search the catalog and multiple free and subscription
One Search databases all at one time, with a single search request. Patrons do not need to remember the URLs,
usernames and passwords for multiple databases.
Open Educational Resource (OER) Free and openly-licensed educational material that can be used for teaching, learning and research.
Destiny is organized by tabs, options and sub-tabs. Options appear in a gray bar on the left side of the
option screen and represent different functions that can be performed within a tab. A user has access to different
tabs and functions based on assigned permissions.
When creating a Current Checkouts/Fines report, you can choose the format of Report or Notice. Report
overdue report vs. overdue (PDF or Excel) is a good option if you want to see all overdues/fines for your school or a list of materials
notice that are due soon. Notice lets you hand out, mail or email notes to individual students and/or parents about
overdues, fines and checkouts that are due soon.
patron Anyone who uses Destiny. The functions a patron can perform are defined by their Access Level.
Fee associated with a patron, such as for printing or ID badge replacement; not associated with a particular
patron fine
item in Destiny.
Classification (groupings) of patrons that makes it possible to set up different loan policies for different
patron type types of patrons. You can also limit reports and notices by patron type. In addition, Destiny maintains
circulation statistics based on patron types.
The authorization to view and use features of the system. Permissions are given when the Destiny
permission Administrator or Site Administrator set up access levels. All users are assigned an access level with
associated permissions.
A keyword search in the Destiny Classic Catalog that uses up to three words or phrases, and can include
power search
wildcard characters, Boolean operators, and the selection of fields to narrow or expand a search.
The Private tab contains all collections you created or copied from the Public tab. Only collection owners can
private collections
access the collections on their Private tab.
public collections tab Includes collections that users have made visible to their school, their district or the public.

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Term Definition
Located on the Public tab in Collections by Destiny; includes collections that users have made visible to the
public collections ribbon
public.
(Resource Description and Access) A new cataloging standard that is replacing the Anglo-American
RDA Cataloging Rules (AACR2). RDA is designed for the digital environment, and has the potential to expand data
sharing capabilities. See also AACR2.
Reading Counts (RC) Commercial reading program with reading levels assigned to books.
A designation of the difficulty level of a book based on the number of words on a page, complexity of the
reading level vocabulary, sentence length, book length, etc. Many programs assign levels, including Fountas & Pinnell,
Lexile, Reading Counts, Accelerated Reader and DRA. The levels often consist of numbers or letters.
ready hold A hold that is available to be picked up by a patron.
The number of days that an available copy is held for a patron. If the copy is not picked up, the hold
ready hold expiration expires. By expiring a ready hold that has not been picked up, Destiny can make the next pending hold
ready, giving another patron in the queue the opportunity to check out the item.
ready reservation A reservation that is available to be picked up by the patron.
report builder An option in Reports that lets you to create a custom report.
report manager An option in Reports where you can view and print reports that have run.
A place to collect information about titles and/or resources, and then edit and print the list. You can use the
list for finding the titles or resources. You can also merge items from duplicated title and/or resource
resource list records onto one. In addition, use the list to generate reports or replacement barcode labels, or to collect
resources for exporting or transferring to another site. Resource lists in Library Manager can be imported
into Collections by Destiny.
Customizable display group on the Destiny Discover homepage that shows library resources broken down
ribbon
by categories, such as Recently Added Books, Databases and eBooks. Also used in Collections by Destiny.
In Destiny Discover, these let you apply certain limiters to a search, such as author, format or reading
search options
level, instead of just performing a keyword search.
Any publication (periodicals, newspapers, annuals, journals, numbered monographic series) issued in
serial
successive parts and bearing numerical or chronological descriptions.
series Separate, independent works, usually related by subject, and issued at different times.

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Term Definition
If patrons do not have a unique username and password, a Shared Account lets them access Follett Digital
materials with a shared username and password. In addition, you can set up specific IP addresses to be
shared account (Follett
logged in to the Shared Account automatically. With a Shared Account, patrons can open a title that has at
Digital)
least one copy that is not checked out or in use. Shared Account users cannot check out books, place holds,
submit a review to Follett Digital resources or use the Notebook.
shop A link to destinyexpress.com, where you can purchase hardware, scanners, barcodes and more.
The site (school) associated with or assigned to a user, such as their home campus. Users can be associated
site association
with multiple sites.
Sticker that is placed on the spine of the book. Spine labels usually include a call number, but can also
spine label
include genre, series number, etc.
standard State or national learning goal for what students should know and be able to do in each grade.
standard number (LCCN, ISBN, Unique number assigned to books and journals; used for cataloging MARC records and ordering. See also
ISSN) ISBN, LCCN and ISSN.
An area in your library or building, such as a special shelving location, display cabinet or classroom.
sublocation
Sublocations show in the catalog search results and are often used for genrefied libraries.
A title (and copy) that exists for a limited amount of time. Created "on the fly" in Check Out when no
permanent record exists for a copy. When the copy is returned and there is no fine or hold, the title and
temporary title copy are deleted from the database automatically if the "Title is deleted when checked in" checkbox is
selected. To be able to create temporary records during checkout, you must have the Add temporary titles
during checkout permission.
Contains information about materials in your library collection. It includes title, author and subject
title record headings. Title (or bibliographic) records are shared across the district. A copy record is added to the title
record for each physical or digital copy in the library.
Catalog enhancement that provides cover images for books. When available, a table of contents, fiction
TitlePeek profiles, brief summary, annotation, author notes, first chapter or excerpt, and published reviews are
included.
Follett's powerful online collection development and curriculum support tool that lets you make purchases
Titlewave
for your school, analyze your collection, and create lists for future needs.
Tool designed to help you assess your library collection and identify strengths and areas of need, make
TitleWise
decisions about purchases and weeding, and have the information needed to advocate for your library.
An event occurring between a patron and an item in the collection, such as checking out, checking in,
transaction
placing a hold or paying a fine.

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Term Definition
Hierarchical interface in Destiny Classic where students click on a series of pictorial buttons to search for
visual search
resources.
Online subscription service that gives your students instant access to thousands of relevant, grade-
WebPath Express
appropriate internet sites with just one search, directly from Destiny.
Character, such as "*" or "?", that replaces one or more letters in a search term, when you are not sure of
the spelling or form of the word. The * character can be used after the second letter to get all results that
wildcard start with the characters that preceded it. For example, "Mil*" would return results for "Mile", "Miller",
"Milk", etc. The "$" replaces a single character. For example, a search for "Sm?th" would return results for
"Smith" and "Smyth". Wildcards can be used in both catalog and circulation searches.
Database of libraries around the world that have Z39.50 servers and let you search for and retrieve MARC
z-source
records.

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Additional Resources

Future Ready Librarians

To help students be future ready, we must provide opportunities for them to engage in critical thinking, collaborate and solve real-world
problems. Future ready librarians work with district leaders to promote innovative learning for students. To find out more about how librarians
and libraries support Future Ready schools, visit:
l Future Ready Librarians webpage: https://futureready.org/program-overview/librarians/
l Follett Community www.follettcommunity.com
l Future Ready Librarians Facebook page
l @follettlearning and #futurereadylibs on Twitter
Wrap-up
Thank you for attending the Follett Destiny training today. Follett greatly appreciates your business and that you took time out of your day to
participate. Please do not hesitate to ask any questions that were not fully addressed. Your facilitator is happy to answer your questions.

Technical Support
For help with Destiny configuration, operational issues or troubleshooting, call Technical Support at 888.511.5114.

Course Survey
Your feedback helps us improve current and future courses to better meet your needs. Please take a few minutes to complete a brief survey.
Course Survey: www.follettsoftware.com/contactdata
Course Task ID (provided by instructor):______________________
Zip Code (confirm with instructor):___________________________
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Published date: 12/13/2018