Destiny OPAC Tutorial Section 1

1. Set-up2. Reserves3. ILL (Interlibrary

Loan)

Microsoft, 2012

Follett, 2012

Click your mouse or use your down arrow to move through the tutorial.

Section 1: Set-upSetting up patron types and designators

For details about the import process, please click the link below:

CCSD Automatic Destiny Patron Data Import

Set-up

Nightly Patron Import Process: New CCSD patrons are added.

Current CCSD patrons are updated if there have been changes in the CSIS. (Cobb Student Information System)

Patrons who have transferred between schools are processed.

Withdrawn students are marked as “Inactive.” “Inactive” students with no fines or checkouts are deleted.

Staff members’ information is updated.

Set-up

Setting up patron types & designators

CCSD Patron types & Designators:1. Student2. Faculty SIS: teacher, bookkeeper, administrator, clerical, parapro, nurse, custodian3. Media Staff SIS: media parapro, media specialist

Destiny Patron Data Fields Most of the data fields for student and staff patrons are populated automatically during the nightly import process. Changes to this data must be made in CSIS (Cobb Student Information System); then the updated information will be transferred to Destiny during the next nightly import.

Set-up

NON-CCSD Patron types1. Student Teacher2. Volunteer3. Parent

Monitoring CCSD patrons’ information

IMPORTANT!

For detailed instructions, click the links below:

Troubleshooting Patron Data Import ProblemsPatron Database Maintenance & Cleanup

Set-up

Creating/Importing patron records

If there is any chance that this patron is already in the system, check first by typing in their name and then click the box “Search across the district.”

If the patron is NOT a CCSD student or employee, he or she must be added manually to Destiny.

Set-up

Collect the required information.

For more details, click link: Manually adding Non-CCSD patrons

Assign a patron barcode number using these guidelines:

The patron must fill out this form. Keep it on file.

Set-up

Adding non-CCSD patrons

3. Click on “New Patron” button

Set-up

1. Back Office

2. Manage Patrons

Enter the information into Destiny. 4. You will need to fill in all of the required information on each page by using the General & Address tabs. (You cannot add a picture for a non-CCSD patron.) 5. Non-CCSD

patrons may create a

password if they would like to be able to create their own account in DestinyQuest.Note: There should be no more than 5-10 non-CCSD patrons, and they should be manually deleted at the end of each year.

Set-up

Updating Patrons Each patron has two types of information: patron-

specific and site-specific.

Update

Patron-specific information is the patron's personal information, for example, Last Name and Birthdate. This information is the same for the patron at each site where the patron is associated. It is listed under Patron Information.

Site-specific information is tied to a patron's site association, for example, Barcode and Patron Type. This information can be different for the patron at each site. It is listed under Site Information.

School patrons managers can edit school-specific information for their school only, while district patrons managers can edit school-specific information for any school the patron is associated with.

Media specialists are school patrons managers and have a Search across the district check box so they can also associate patrons of other sites with their sites.

Updating patrons

Go to --Back Office, Update Patrons, Update

Update

Choosing whom to update and what to change

1. Media Specialists are not authorized to make changes to anyone other than individual patrons.

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2. Choose desired change3. Enter patron name and update

Update

Deleting patrons

Delete Patrons

If you were to delete, however, you would go to Back Office, Update Patrons, Delete

Media Specialists should not delete patrons; they will be deleted after their records are deleted in the CSIS.

Scary note!

Deleting Notes in Back Office

Delete Patron Notes

Notes in patron records should be deleted at the end of each school year. This can be done individually in each patron’s record, or globally for a grade level or patron type.

Deleting Notes in Circulation window

Delete Patron Notes

Add, Delete, or edit Notes for individual patron

Reserving Materials Online

Reserves

Go Destiny Quest

Log in

Search for an item.

Reserves

Click on the cover shot of the item you want for details.

Click on Hold It!button to reserve a copy.

Reserves

Visit your library and pick up your book when you receive notice that it is available.

Reserves

Processing Inter Library Loans (ILL)

Students may not borrow materials from other schools; faculty members may do so.

ILL

• The media specialist or media parapro process the ILLs when a teacher requests materials from other schools.

Locating materials at other schools Go to the Catalog tab & then to Library Search

ILL

Narrow the search to Location.

Choose CCSD Media Centers to search all schools in the district.

Locate desired title and click Details.

ILL

Details view

Click on tabs to see MARC View, Reviews, and locations of Copies

ILL

Locate a copy in a school.

ILL

Request copy from site 1. Search for Media Specialist by school.

2. Contact Media Specialist to request copy (phone or e-mail.)

ILL

Obtaining & returning a copy.

The loaning school will check out the item to the requesting faculty member at your school.

• The copy will be sent to your school via CCSD courier.

• Deliver the item to the requesting faculty member.

• Return the copy to the loaning site by the due date via CCSD courier.

ILL

References

Cobb County School District Library Media Education. (2012). Retrieved from http://www.cobbk12.org/librarymedia/index.htm

Follett Sowftware Company. (2012). Destiny. Retrieved from http://mediacenter. cobbk12.org/common/servlet/Presenthomeform.do?l2m=Home&tm =Home&l2m=Home