Follett Destiny Procedures - Burke County Public Schools

Follett Destiny
            Procedures
            Burke County Public Schools

Burke County Public Schools
Destiny Documents
02/2011

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
Destiny Documents
02/2011

Staff
  
 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
Destiny Documents
02/2011

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
Destiny Documents
02/2011

District 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
Destiny Documents
02/2011

Patrons
   
 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
         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
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.

Burke County Public Schools
Destiny Documents
02/2011