Follett Destiny Procedures - Burke County Public Schools
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Follett Destiny Procedures Burke County Public Schools
Access Levels
*define what permissions users have
*set at the district level
Administrator
Should only be given to/used by the media coordinator
Has assigned permissions to all Destiny functions (circulation,
cataloging, policies, patrons)
Checkout
Access to library circulation only
Can check out to individuals or to a homeroom
Can check in materials
Good access level for a student self-checkout station
Checkout With OPAC
Access to library circulation
Can check out to individuals or to a homeroom
Can check in materials
Can search the library catalog (basic, power, visual, call number,
Destiny Quest, Destiny Quest Visual Search)
Can preview e-books
Ca access My Lists for library
Good access level if you do not have a machine dedicated as a
workstation and need for students to be able to search the
catalog and check in/out themselves
Library Administrator
ASSIGN ROLE WITH CAUTION
Role to be used for an adult media teacher assistant who has
been trained by, given permission by, and supervised by the
media coordinator to catalog books.
Can search all media sites
Can view all library materials in the district
Can add, edit, and delete titles
Can add AR and Lexile information to copies
Can view, add, waive, delete library fines
Can view, add, edit, delete patron holds
Can generate collection reports and add, edit, delete reports in
report builder
Burke County Public Schools 2
Destiny Documents
02/2011Staff
Role for adult media teacher assistant without rights to catalog
materials
Can check in/out
Can change library due dates
Can override blocks
Can add temporary titles
Can view fines
Can view, add, edit, delete patron holds
Can generate library collection reports
Can add, edit, delete in Report Builder
Student Assistant
Role for a high school student trained and supervised by the
media coordinator to check in and out materials
Can view the library homepage
Types of searches include: basic, power, visual, copy categories,
call number, barcode, brief records, Destiny Quest (including
visual)
Can preview e-books
Can access My Lists for library
Can check in materials
Can check out materials
Can renew materials
Can view an item’s status
Can view library fines
Can view holds
Can add, edit, delete holds
Teacher
Role for teachers to be able to search the library catalog but not
check in or out materials
Can search basic, power, visual, by call number, by barcode
Can search with Destiny Quest
Can preview e-books
Can access My Lists for Library
Can add to a purchasing wish list and view wish lists
Can create book reviews, but the MC must approve them
Burke County Public Schools 3
Destiny Documents
02/2011Teacher Check Out with Override
Role for teachers to be able to search the library catalog and
check in/out materials, renew materials, override checkout
ceilings and also:
Can search basic, power, visual, by call number, by barcode
Can search with Destiny Quest
Can preview e-books
Can access My Lists for Library
Can scan items into My Lists
Can add to a purchasing wish list and view wish lists
Teacher With Check In/Out
Role for teachers to be able to search the library catalog and
check in/out materials and renew materials and also:
Can search basic, power, visual, by call number, by barcode
Can search with Destiny Quest
Can preview e-books
Can access My Lists for Library
Can scan items into My Lists
Can add to a purchasing wish list and view wish lists
Patron
This is the default access level for students if they log in.
Can search the catalog with Library Search or Destiny Quest
Can preview e-books
Can access My Lists for Library
Guest
For anyone who wants to search your library catalog and does
not have a log in
Can view library homepage
Library Search options are : basic, power, visual, copy categories
Destiny Quest search option including visual search
Can preview e-books
Can Access My Lists for library
Can view public lists
Can see all title details
Burke County Public Schools 4
Destiny Documents
02/2011District Cataloging Procedures
Outlined
All schools share titles (MARC records). Schools do not share the
copies.
Do not edit titles (MARC records).
When the last copy of an item is deleted, so is the MARC record.
This is a district default setting.
Before adding a MARC record, check to make sure the record
doesn’t already exist in the district database.
If no record exists in the district database, use Alliance Plus and
then Z39 sources.
Merge MARC record process is run twice per year (merges any
duplicates) at the district level.
Schools can freely add, edit, and delete copies without affecting
other schools’ records.
The ultimate responsibility of cataloging materials belongs to the
media coordinator.
Burke County Public Schools 5
Destiny Documents
02/2011Patrons
Updated nightly via NC WISE data automatically.
Should not add patrons manually. However, if it is a must
District ID is required.
Students moving out of county with checkouts
If it is certain that a student has moved out of the school
district, the patron’s status may be changed to INACTIVE
(Back Office>Manage Patrons>Search for Patron>Edit
Patron).
The Destiny patron update does not delete patrons. Any
students who have withdrawn from the district will
continue to be in your database until you delete them.
Do not mark books as lost or delete the patron for 1
year
Student moves between BCPS schools and has checkouts-
Checkouts are retained on both the patron and copy
records.
Fines remain charged to the patron.
They are not, however, payable at the new site.
They must be paid, waived, or deleted at the site where
they were incurred.
Checkout history goes with the patron.
Holds and reserves are deleted.
All of the circulation statistics for the patron appear in the
Patron Statistics Summary and Patron Statistics - Historical
reports when generated for the patron's new school.
The media coordinator at the new school should try to get
the books returned. If returned, courier to student’s former
school and check them in.
If a student says the books are lost, the media coordinator
should call or email the media coordinator at the student’s
former school and ask for a price, collect money from
student, send to previous school who should then receipt it
and courier a copy of the receipt to the student via the
media coordinator.
If the lost books are not returned, the books should remain
in the student’s patron record for 2 years and attempts
should be made to get the books returned or collect a fee
for lost books
Burke County Public Schools 6
Destiny Documents
02/2011Patron Empowerment Procedures Check the Destiny Document Library for video tutorials for setting up patron empowerment features or for training students/staff to use the features. Access Levels Destiny is access level driven. Patrons only have the rights the administrator gives them. Access levels can now be edited by the Destiny administrator user (MEDIA COORDINATOR ONLY) at each school. Carefully consider what you want your students and teachers to do. Many access levels have been set up at the district level to suit a wide variety of needs. Patron Updates It is not recommended that patrons be added manually. However, if the need is critical, and you must add someone, the student District ID field MUST be populated with the NC WISE number. Teachers are only updated twice each year (beginning of each semester). If a teacher needs to be added, changed to another school, or set up at two or more schools, let Angela know. Patron Accounts In order for teachers and students to use the patron empowerment features in Destiny, they need accounts (unique usernames and passwords). These can be created from NC WISE and uploaded to Destiny for you. My Info Tab Train kids to use this. They can log in and view their checkouts, fines for lost books, and the status of holds. Recommendations You may choose to allow your students and teachers to write book recommendations and send to others through Destiny. Recommendations MUST BE READ and APPROVED by the MEDIA COORDINATOR before being published without EXCEPTION. Be careful. Recommendations done in Destiny QUEST DO NOT GO THROUGH THE MEDIA COORDINATOR. Burke County Public Schools 7 Destiny Documents 02/2011
Holds A setting in the teacher and the patron access level allows for the creation of holds. Hold messages come to the media coordinator in the Processing Needed Area. Train kids to check their My Tab Info Tab in their Destiny account to see when holds are ready. Teach them not to place holds until they are really ready to read a book. Reviews Students may also be allowed to give starred reviews to books. This can be set up through the patron access level. The media coordinator sets up how student’s name appears- MUST USE INITIALS ONLY. This is done in SITE CONFIGURATION. Reviews may be deleted by student, by date range, by graduation year, or all at once. Wish Lists Students and teachers may be allowed to add titles they would like to see purchased to a wish list if the option is turned on in their access levels. This comes to the media coordinator in the Processing Needed area. Resource Lists With a Destiny account, patrons can create resource lists. They can choose to make these public or to keep them private. An option in access levels can allow them to create multiple lists. Resource lists can be linked to icons in visual searches if teachers choose to use them that way. Media coordinators can create resource lists for new books to make an announcement. Training Training students and teachers to use the patron empowerment features. There are videos in the Destiny Document Library if you want to use them. Burke County Public Schools 8 Destiny Documents 02/2011
Emergency Circulation Plans
Destiny is an internet-based application. Be prepared to handle
book circulation in the event that the internet is down.
Using Follett Remote is only recommended if an internet outage
is prolonged (days).
In the event of a temporary internet outage, such as a couple of
hours, it is recommended that check outs are recorded on a
paper form prepared in advance and then added to Destiny later.
These are only recommendations. Using Follett Remote is the
media coordinator’s decision.
Reports
Monthly circulation reports will be created at the district level.
Interlibrary Loan Guidelines
Interlibrary Loan (ILL) allows for direct borrowing of library materials
between each of our high schools.
The purpose of ILL is to extend the availability of resources so that
students have access to the widest variety of materials possible.
Responsibilities of Lending Libraries
1. The library should be as generous as possible with the needs of its own
patrons given primary consideration.
2. The decision as to whether particular items should be loaned rests with
the media coordinator.
3. The following are examples of exclusions to normal lending practices:
a. Material is already owned by the borrowing library
b. Material is one that the lending library would not normally lend
to its patrons
c. Material is in current or high demand at the lending library
d. Material is reserved for particular students, teachers, classes, or
groups
4. The lending library should process ILL requests as promptly as possible
5. Lending periods will be for 2 WEEKS
Burke County Public Schools 9
Destiny Documents
02/2011Responsibilities of the Borrowing Libraries
1. Each media coordinator should strive to build collections which meet
the typical needs of students and teachers.
2. The media coordinator should exhaust his/her own resources before
requesting materials through ILL.
3. Requesting students should have a Destiny account.
4. Requesting students must have an ILL Agreement on file at his library.
5. Requesting students must not have outstanding transactions such as
overdues or outstanding fines.
6. All ILL requests must be made by the student or by the media
coordinator on behalf of a student through Destiny.
7. All ILL requests will be made from library to library. No library will
complete an ILL transaction directly with a student.
8. Written documentation should be given to the requesting student
indicating an item’s due date.
9. Ensure that borrowed materials are returned to the lending library on
time and in the same condition as when they were borrowed.
10.All borrowed materials should be returned to the lending library on or
before the last day of book circulation at the end of the school year.
11.Borrowed materials are subject to return to the lending library and
should be returned promptly if recalled.
12.The media coordinator may decide to actually place the HOLD in
Destiny or he/she may allow students to place holds by giving the
Paton access level the necessary rights.
Responsibilities of the Student
1. Students must not have outstanding transactions such as overdues or
fines.
2. Students must return materials to their home library by the due date.
3. Students are responsible for paying replacement costs if materials are
lost or damaged while in their possession.
4. ILL privileges will be revoked for students who do not return materials
in a timely manner and in good condition.
5. After ILL requests are entered into Destiny, students are responsible
for checking their Destiny account on the status of the ILL request.
Burke County Public Schools 10
Destiny Documents
02/2011Burke County Schools
InterLibrary Loan (ILL ) Materials Request
Student Name
(print)___________________________________________________
_________
School Name___________________________________________
Grade__________________
Item(s) Requested:
Title________________________________________________________________
_________________
Author______________________________________________________________
_________________
This item is currently located at:
Draughn East Burke Freedom Hallyburton Patton
Item(s) Requested:
Title________________________________________________________________
________________
Author______________________________________________________________
________________
This item is currently located at:
Draughn East Burke Freedom Hallyburton Patton
Item(s) Requested:
Title________________________________________________________________
________________
Author______________________________________________________________
________________
This item is currently located at:
Draughn East Burke Freedom Hallyburton Patton
I have completed the BCPS Inter-Library Loan (ILL) Agreement for the current school
year .
Signature__________________________________________________
Date_______________________
Staff Use Only
Burke County Public Schools
Date Received: _______/_______/_______ Completed ILL Agreement for current
school Inter-LibraryLoan (ILL)
year on file.
Initial to indicate completion_______ Emailed cooperating media coordinator
Burke County Public Schools 11
Destiny Documents
02/2011Inter-Library Loan Log
Loaned Items
Loaned to Title/Barcode Sent Due Returned
(name/school)
Burke County Public Schools 12
Destiny Documents
02/2011Inter-Library Loan Log
Borrowed Items
Borrower Title/Barcode Requested Received Due Returned
Burke County Public Schools 13
Destiny Documents
02/2011Form to Accompany Distribution of Borrowed Material Student Name______________________________________________ Grade_______ Here are the library materials you requested through inter-library loan. They have been checked out to you by the loaning library and are due back on or before ___________________________________________. Return these items to your school media center at least two days before the due date so they may be returned to the lending library. Thank you, ______________________________, Media Coordinator Burke County Public Schools 14 Destiny Documents 02/2011
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