Overview. Resources to help you. Getting Started with Destiny Library Manager

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1 Overview Destiny brings all your library automation together on one server: circulation, cataloging, searching, and reporting. It is completely browser-based providing access to your library from virtually anywhere. This document guides you through accessing Destiny and performing the initial setup tasks. It includes the following sections: Opening Destiny (p. 2) Bookmarking Destiny (p. 2) Logging in to Destiny (p. 2) Changing your password (p. 3) About browser settings and navigation (p. 3) Building your database (p. 3) If you are converting from Circulation Plus/Catalog Plus (p. 4) If you are importing your patron and title records (p. 4) Setting up your site (p. 6) Setting up your calendar (p. 11) Setting up your loan policies (p. 11) If you converted from Circulation Plus-Catalog Plus (p. 11) If you imported your records (p. 11) Destiny s default loan policies (p. 11) Understanding access levels (p. 12) What s next? (p. 12) Resources to help you Online Help Destiny includes Help topics and definitions to guide and support you when setting up and maintaining Destiny. Click any help icon ( ) for assistance. For additional help, click Help next to in the upper right corner of any page. Follett Software s Technical Support department via and telephone If you have a question and cannot find a solution in the help system or this document, you can contact Follett Software s Technical Support team: at techsupport@fsc.follett.com; or call If you need installation instructions, see Installing Destiny in the documentation provided with your Destiny installation CD. For help converting your database from Circulation Plus/Catalog Plus, see Converting to Destiny Library Manager.

2 Opening Destiny To begin using Destiny, use your web browser to navigate to the URL provided by your technician. If you are at the server, simply click the Shortcut on the Desktop. Bookmarking Destiny If you d like, create a bookmark for the opening page, or add it to your browser s Favorites list. On the Welcome page, click adjacent to your school name. You can also create a shortcut on your Desktop for Destiny. Once you open the page, click on the address and drag it to your Desktop. Logging in to Destiny On the opening page, click the button in the upper right. Your technician should provide you with a user name and password; neither is case-sensitive. Afterwards, you'll need to change your user name and password, especially if the password is still the default (see the instructions below). If you already have a patron record in Destiny, and your Access Level allows you to, you may be able to create your own user name and password. Click in the upper-right corner of the page. You will need to enter your last name and barcode number (and birth date if it's in your patron record) before setting your user name and password. After logging in, you ll see the Home page of Destiny, as well as the tabs for the other areas: Catalog, Circulation, Reports, Back Office, and My Info. Each tab has its own set of options on the left side menu. For example, the Catalog tab contains all the functions you ll need to maintain your bibliographic and authority records: adding, duplicating, editing, importing, and deleting them, as well as searching for them. Likewise, you can perform all of your circulation tasks checkouts, checkins, renewals, holds/reserves, and fines on the Circulation tab. Page 2 of 12 Copyright 2010 Follett Software Company 10743A Rev A

3 The Reports tab contains all the reports available to you in Destiny. In addition to running preset reports, you can create custom reports and print labels from here. The Back Office tab contains all the functions you ll need to maintain your patron records: adding, editing, importing patron records, and importing patron pictures. You ll also find functions for setting up your library and your calendar, and taking inventory. The My Info tab contains the logged-in user s transaction information, including a list of the items they currently have, items they've requested, fines they owe, and so on. Changing your password Once you have logged in as the Site Administrator, you ll need to change your password from the default values within seven days. It s just a few steps to open and edit the Site Administrator s patron record: 1. Open the Back Office tab. 2. From the side menu, open the Manage Patrons page. 3. Enter siteadmin and click. The results list appears. 4. Click next to Administrator, Site. The patron record form opens. 5. Scroll to the bottom of the Patron Information section, and change the password. While you are there, you can change the User Name or fill in any of the other fields. Important: If you are not going to use the Site Administrator s patron record, please delete it. About browser settings and navigation To enhance your view of Destiny, Follett Software recommends that you set your monitor s screen area to at least 800 x 600 pixels (see your operating system s help files for instructions). If you would prefer to use a larger font in Destiny, you can change the font size through the browser (see your browser s help system for instructions). To ensure successful navigation through the Destiny pages: Do not use Ctrl-N to open new windows. Do not use your browser s Back button to return to previous Destiny pages. As you navigate through Destiny, you create a trail of breadcrumbs that appears along the green bar underneath the tabs. To return to a previously visited page, click on the desired crumb in the breadcrumb trail. On Windows workstations: To maximize the browser window, press F11. This key toggles the browser window between full-screen (with no toolbars or taskbars) and regular view in either Internet Explorer or Netscape Navigator. When the browser is full-screen and you are using Internet Explorer, you can right-click the browser s title bar (at the top of the screen) and choose Auto-Hide to hide the title. Building your database The Destiny database holds several types of records: patron records; bibliographic, copy, and authority records; and several types of transaction records. If you are converting from Follett s Circulation Plus/Catalog Plus, you can extract and import much of this information. If you are not converting, you ll be importing files to build your Page 3 of 12 Copyright 2010 Follett Software Company 10743A Rev A

4 database. You ll need patron records in the correct Follett file format (see Importing patron records ), and MARC21 records with correct holdings information in the 852 field for your catalog. Both the Destiny Administrator and the Site Administrator can import the files. If you are converting from Circulation Plus/Catalog Plus If you need to extract your data The Destiny Conversion utility allows you to move your existing Circulation Plus/Catalog Plus data into the Destiny database. The conversion process consists of two steps: Extracting the data from your FairCom database using the Destiny Conversion utility; and importing the extracted file into Destiny. See Converting to Destiny Library Manager" for specific instructions. If you ve already extracted your data You ll need to log in as the Destiny Administrator to import the extraction file. From the Update District Sites page, click. If adding a new site, go to the New Site tab and select a Site Type. If adding to an existing site, go to the Existing Site tab and select the site name. If you are importing your patron and title records Importing patron records To successfully import your patron records, they must be in Follett s comma-delimited (CSV) or XML format. If your records are from another system, you ll need to convert them before importing them. The Patron Import Converter converts patron records into Follett s XML format that you can upload either in the Back Office or through a command line. The Patron Conversion Utility converts patron records into Follett s comma-delimited format that you can import in the Back Office. These utilities provide options for converting data from different systems. They let you convert any fixed-length, comma- or tab-delimited ASCII text file. You can download the Converter or conversion utility and their instructions from the online help. Uploading an XML file When your records are in the correct format, log into Destiny as a district patrons manager one with the permission, "Manage Patrons for the District". 1. Open the Update Patrons page on the Back Office tab. 2. Open the Upload Changes tab. If you want the upload process to delete patrons who may have current checkouts or fines, select the check box to allow the deletion. Otherwise, Destiny will retain their patron records. 3. Click Browse to locate and select your XML file and then click Update. Page 4 of 12 Copyright 2010 Follett Software Company 10743A Rev A

5 Importing a CSV file When your records are in the correct format, and you are logged in as Destiny Administrator or Site Administrator, you are ready to begin importing. 1. Open the Import Patrons page on the Back Office tab. 2. Specify the type of patron identifier your library requires, either barcode or ID number. For further information about these identifiers, click the help 3. Choose the desired action for matching patrons already in the database. at the top of the page. 4. Decide whether you want the Job Summary to include a complete list of successfully imported patrons. If so, clear the check box at the bottom. 5. Click Browse to locate your patron record file, and then click Import to start the process. 6. Destiny s Job Manager handles the importing; you can proceed to other tasks in Destiny while it is in progress. When the import finishes, the Job Summary is available on the Job Manager page on the Back Office tab. To view a patron record, open the Manage Patrons page, enter a patron name, barcode number, or field value, select the field, and then click. Adding new patron records If you will be adding your patrons manually, open the Manage Patrons page on the Back Office tab. For each new patron, you must minimally enter a barcode number and a last name. To allow a patron to log in and do more than just search the catalog, select the appropriate Access Level, and then enter a User Name and Password. Importing bibliographic and authority records To import bibliographic or authority records, you ll need a file in the MARC21 format with the holdings information in the 852 tag. If your records are in the correct format, and you are logged in as Site Administrator, you are ready to begin importing. Open the Import Titles (or Import Authority) page in the Catalog. For bibliographic records, you'll need to select the manner in which Destiny handles duplicate records for both MARC records and copies. You can also automatically add missing information (Circulation Type, Categories, Sublocation, Vendor, Funding Source) to the incoming copy records, if desired. You can preview the import or add the imported records to a Resource List. After making your selections, browse to your file and click Import. Once you click Import, Destiny s Job Manager handles the importing; you can proceed to other tasks in Destiny while it is in progress. When the import finishes, the Job Summary report is available on the Job Manager page in Back Office. Page 5 of 12 Copyright 2010 Follett Software Company 10743A Rev A

6 Setting up your site After you become familiar with logging into and navigating through the Destiny pages, you ll need to customize the settings for your library such as loan policies, subscription service information, and cataloging, circulation, and receipt options. To enable you to begin circulating soon after installation, all of Destiny s configuration options contain default values that should work for you temporarily. When you are ready to customize those settings, open the Back Office tab and then Site Configuration on the side menu. To aid you in setting up Destiny quickly and accurately, we recommend that you gather the following information before you start: A list of circulation descriptions based on the types of books you have in your collection For example, "2-week checkout" (fiction, biographies, etc.), "1-day checkout" (encyclopedias, dictionaries, maps), and "In-library use only" (general reference books). A list of your patron groupings. For example, first through third grade, fourth through sixth grade, volunteers, or staff. A copy of your library policy handbook, or a list of your circulation policies. A copy of your calendar that lists all of the closed days and holidays for the current year. Setting up Catalog options On the Catalog tab in Site Configuration, you can customize several Catalog features: When the last copy of a library title is deleted, remove the title from the library s collection Clear this check box if you prefer to retain the bibliographic record even when deleting the last copy. Library inventory Options To have Inventory determine whether your copies on the shelf are in call number order, select one of the options in the list. To discover incorrectly shelved Dewey range titles, select the level of detail. Default theme for Destiny Quest Select the default theme for Destiny Quest. Each theme consists of a set of background graphics and colors. The one you select here appears initially for all your library patrons, but all patrons have the ability to change the theme they see. Show New Arrivals in Destiny Quest Select this check box to allow Quest to display a list of the 15 most recent additions to your collection. Show patron pictures in MyQuest Select this check box to allow MyQuest to display the patrons' pictures. Allow guests and patrons to view select pages in This option allows guests and patrons to view select pages in French or Spanish, in addition to English. When selected, users can switch between languages at any time. For more information, see "Getting Started with Destiny Language Support". Page 6 of 12 Copyright 2010 Follett Software Company 10743A Rev A

7 Title Details To modify the arrangement of the sections in Title Details, enter numbers in the Order boxes to define the order of appearance (top to bottom). Select the "Always Show" check box for the sections you want to appear when Title Details is in "Show Less" mode. Include reviewer's name in library reviews Select the format you want Destiny to use for displaying the reviewer's name on their reviews. Reviews appear on a title's Reviews tab. You can choose to completely hide the reviewer's name if preferred. The patron's name, Patron Type, and barcode number always appear when you are approving the review. This check box affects only your patrons. However, if your library belongs to a centralized district that shares title records, the reviews and reviewers appear at all the schools. Guest password for ebooks When this password is set, Guests (non-logged in users) must enter it to read ebooks. If you leave the password blank, Guests do not have to enter a password to read ebooks. Quiz/Level Based Searches If your bibliographic records contain reading program information, select the reading program(s) used in your library. These settings provide options for students, in Library Search and Destiny Quest on the Catalog tab, to search for books in any of the following programs: Accelerated Reader, Fountas and Pinnell, Lexile Measures, and Reading Counts!. If your bibliographic records contain reading and interest grade levels and you want to give your students the option to search for books by level, select "Support Reading Level and Interest Level Searches". Search Settings Store search statistics data for [#] month(s) prior to the current month If you want to generate Basic Search Statistics or WebPath Express Statistics reports for your school, or enable Search Suggestions in Destiny Quest, select this check box and indicate how many months of data you want to save. Entering "0" (zero) will store only the currents month's data. If you enter "1", Destiny stores data for the current and the previous month, and so on. Enable search suggestions in Destiny Quest Select this check box to allow Quest to display a list of suggestions when a patron enters a search term. You can select this check box only if you have selected the Store search statistics data check box. Quest provides a list of up to 10 of the most-used relevant search words or phrases. Filter search suggestions in Destiny Quest You can prevent Destiny Quest from automatically suggesting inappropriate words in search. When you add a word to the list of filtered words, Quest no longer suggests it. Filtered words do not affect search results. Page 7 of 12 Copyright 2010 Follett Software Company 10743A Rev A

8 Limiter Options If you want the search limiters to appear by default on the Basic Search tab of Library Search in the Catalog. To display or hide the limiters, patrons can always click "Show Less" or "Show More", as desired. Ignore leading articles in search terms when browsing for (or reporting on) titles Select this option to have Destiny ignore any leading articles in the search terms your patrons enter in Library Search and when specifying a title range for a report. This option does not affect how titles are sorted. Where applicable, by default, sort search results by [Call Number or Relevance] By default, the search results lists generated in Basic, Power, and Visual searches in Library Search, and through Standards Search and WebPath Express are sorted, initially, in relevance order. You can change this setting to call number order, if you prefer. Note: For all search results (except Visual Search), Destiny saves a logged-in patron's preference and sorts that patron's search results accordingly. If you'd like to reset all your patrons back to the sort order you select here, click. Display Visual Search results using By default, the Visual Search results and Title Details pages are the same as any other library search. If you would prefer a simplified interface for Visual Search, choose the "Elementary interface" option. Top 10 Titles You can determine whether the Top 10 link and its list of the top circulating titles appear in Library Search in the Catalog. If you'd like the link to appear, you can also decide whether Destiny should exclude circulations from "in-library use" or from any of your Patron Types when calculating the Top 10. Show WebPath Express monthly themes and Spotlight Clear this check box to prevent the monthly themes and Spotlight from appearing on the Search page of WebPath Express. Click Circulation tab. when you are done on the Catalog tab. To continue setting up your site, open the Page 8 of 12 Copyright 2010 Follett Software Company 10743A Rev A

9 Setting up Circulation options On the Circulation tab, in Site Configuration, you can customize several Circulation features: Allow library materials to circulate to all patrons in the district Select this check box to allow patrons of other schools in your district to borrow your materials. If you choose this option, you can also allow these off-site patrons to renew the materials they borrow at their own site. Renewals are still subject to your loan policies, however. Calculate library loan periods based on [calendar or open] days Determine whether you want Destiny to calculate due dates using only open days on your Calendar, or all days. Calendar days can ensure that an item checked out on Tuesday will be due on the following Tuesday, regardless of any closed days during the loan period. Open days can ensure that a patron will have an item for as many days as the library is open. Closed days during the loan period will push the due date forward. For example, if your library is open 5 days a week and you want a loan period to be 2 weeks, do one of the following: Select "open" and set the loan period to 10 days. Select "calendar" and set the loan period to 14 days. Automatically calculate fines for overdue items Select this option if you assess daily fines. You ll set the fine amount later, on the Loan Policies tab. Require explanation when waiving library fines Select this check box if you want to require your circulation staff to supply a reason anytime they waive a fine. This information is included in the patron's Fine History. Automatically create fine for lost library materials Select this check box if your library charges fines for lost copies and you want Destiny to automatically assess them. "Lost" library materials must be returned in a timely fashion to generate a refund Select this check box if you want to place a limit on the time that a patron can receive a refund for a returned Lost copy that they have paid for. Display patron pictures Select this option if you will be importing patron pictures and would like them to appear by default in the patron record in Circulation. Allow patrons to create their user name and password Select this option to allow patrons to create their own user names and passwords. They will need to provide the last name and barcode number (and birth date, if present) from their existing record. They also need the "Able to create own login and modify password" permission selected in their Access Level. Ready reservations [#] open day(s) in advance of the requested start date If you allow reservations (holds for a specific date), Circulation helps you get them ready by blocking checkouts of a reserved item and alerting you ahead of time. Enter the number of days you need. Page 9 of 12 Copyright 2010 Follett Software Company 10743A Rev A

10 Automatically delete expired holds after [#] calendar days If a patron does not pick up a hold in the time allotted, or a copy does not become available in time, the hold expires. This option deletes expired holds after the number of days you enter. You ll set up the number of days that a hold remains in effect on the Loan Policies page. Set the default interlibrary loan delivery method Select the option you use most often when receiving ILL materials. If your patrons pick up materials directly from other schools, select Patron Pickup. If other schools send you interlibrary loan materials, select Ship It. Preferred Barcode Symbologies For Destiny to assign barcode numbers automatically when adding or importing materials and patrons, Destiny needs to know your symbologies. If you ordered your barcodes from Follett Software, all of the required information is listed on the packing slip you received with your barcodes. If you didn't purchase your barcodes from Follett Software, and you're not sure how your barcode symbology is configured, contact your barcode vendor. Note: For your convenience, the next available barcode in the configured symbology is displayed. Customize User-Defined Patron Field Names There are five unassigned fields in every patron record. You can create a name for these fields and determine whether they appear in the Patron Information in Circulation. Common uses for these fields are information such as English teacher or library period. Depending on the source of your patron records, one or more fields may already contain certain information. When searching for patrons in Circulation Desk, display Choose the information you'd like to see in the results list after searching for patrons in Circulation, either "Homeroom & Grade Level" or "User Defined 1 & User Defined 2". Circulation Sounds In Circulation, Destiny can play four distinct sounds: The first sound indicates that all is well. The second indicates that something needs your attention (for example, a patron who's reached his checkout limit). The third sound "Fine/Overdue" indicates that the newly active patron has existing fines or overdue materials in Check Out; in Check In, the same sound warns you that the checked in copy is overdue. The fourth sound"hold/reserve Ready" indicates that there is a ready hold or reserve for the newly active patron; incheck In, this soundalerts youthat theincomingcopy satisfies apendingholdorreserve. To hear the currently configured sound, click. To assign another sound, click. Click Information tab. when you are done on the Circulation tab. To continue setting up your site, click the Site Setting up Site Information On the Site Info tab, you ll provide basic identification about your site: Your site name, address, and customer number. If you have subscribed to any of the optional services, select the appropriate check boxes. Page 10 of 12 Copyright 2010 Follett Software Company 10743A Rev A

11 If you have an image file of your school or a library logo, you can customize the logo that appears in the upper left corner of the Destiny pages. Click Browse to select your image file. Click when you are done. To continue setting up your site, open the Receipts tab. Setting up your receipt options If your library will be printing receipts for patrons, open the Receipts tab. Whether you print an 8" x 11" receipt on a local or network printer, or a 3" receipt on a Follett Infigo or Transaction Tracker, you can customize the information printed on the receipts. To continue setting up your site, open the Site Administration tab. Setting up Site Administration From the Site Administration tab, you can access and define the list of your school's Homerooms and their supervisors by clicking the edit icon ( ) adjacent to Patron Homerooms. You can assign patrons to these homerooms when adding or editing patron records, or by using one of the options in Update Patrons. Once you've set up the homerooms and assigned students to them, you can generate a number of reports, lists, and notices by homeroom. Click the edit icon ( ) adjacent to Library Vendors to create a list of your vendors that will be available when you import records and create copies. You can also reserve a range of barcode numbers for each one if your vendors supply copy information in the import file. Setting up your calendar Click Calendar/Hours on the side menu of the Back Office tab. Destiny uses the calendar to assign due dates, calculate fines, manage holds, and report circulation statistics. To ensure that Destiny's calculations are accurate, it is important that you establish the weekly schedule of the library and identify specific closed dates. Use the Help topics to guide you through setting up your calendar. Setting up your loan policies Click Library Policies on the side menu of the Back Office tab. Destiny s Library Policies define the circulation periods for your library materials. The various combinations of your Patron Types and Circulation Types form a matrix to define loan periods. Destiny uses this matrix to automatically monitor and control checkouts, renewals, fine calculations, refunds, and holds. Use the Help topics and definitions to guide you in setting up your loan policies. Destiny provides one default circulation type and two default patron types. You can edit or delete any of them, and create new types. Use the Help topics if you re uncertain of how the settings are used. If you converted from Circulation Plus-Catalog Plus You will see your converted circulation types and patron types. They have, however, the default settings for Destiny. Because the calendar for Destiny is slightly different from that in Circulation Plus, you ll need to set up each type. If you imported your records If your imported MARC records contained circulation type codes, and your patron records contained patron types, you will see your circulation type codes and patron types listed. Please review the default settings for them, and adjust as necessary. Destiny s default loan policies If you need to begin circulating before completing your setup tasks, Destiny provides the following default values: Page 11 of 12 Copyright 2010 Follett Software Company 10743A Rev A

12 For all Patron Types: Maximum checkouts are 10 items Maximum holds are 5 items There is no fixed due date set There is no ceiling date set There is no circulation block on patrons with fines and overdue items Ready holds expire in 7 days, pending holds in 21 Everyone has the Standard default hold priority For all Circulation Types: The loan period is 14 days There is no grace period Items are not renewable The fine increment is $0.05 per day, not to exceed the maximum fine of $5.00 There is no checkout limit Understanding access levels While the Patron Type setting defines the borrowing rules for your patrons, the Access Level determines the following limits: Which Destiny pages a user can view and the options that are available on those pages, The transactions they can perform (if any), and Their ability to extract information from, or alter, the patron or bibliographic database. We provide six default access levels: Administrator, Guest, Library Administrator, Patron (student), Staff, and Teacher. Unless the Destiny Administrator is managing the Access Levels, you can edit any of them (except for the Administrator role), delete Patron, Staff, or Teacher, or create new Access Levels. (If your Destiny Administrator is managing the Access Levels, you'll be able to view but not change Access Levels.) Any user assigned to the Administrator access level can change the assigned Access Level for any individual patron from the Edit Patron page. About the Guest access level Guests are users that do not log in; they do not have user names or passwords. A Guest would be anyone that can reach Destiny s web site. By default, Guests are always able to search the catalog. If you will not be distributing user names and passwords to your students, or if you need to set up your search stations before you are able to distribute them, your students can always search the catalog as Guest. What s next? Now that you have visited several of the tabs and pages in Destiny, you can proceed to others. You may have further setup tasks. For instance, to customize Visual Search, go to the Search Setup page on the Catalog tab. If you have patron pictures, you can import them on the Upload Pictures page on the Back Office tab. If not, you re ready to begin searching and cataloging on the Catalog tab, or checking in and out on the Circulation tab. Page 12 of 12 Copyright 2010 Follett Software Company 10743A Rev A