What’s New in Destiny Version 12.0
© Copyright 2014 Follett School Solutions, Inc.
What’s New in Destiny 12.0
Contents Destiny Library Manager ��������������������������������������������������������������������������������������������� 3 Universal Search ��������������������������������������������������������������������������������������������������������������� 5 Enhancements to RDA Support ��������������������������������������������������������������������������������������� 11 New Material Type Icon ��������������������������������������������������������������������������������������������������� 15
Destiny Asset Manager ���������������������������������������������������������������������������������������������� 17 Asset Value Report Enhancement ���������������������������������������������������������������������������������� 19 Servicing Teams ������������������������������������������������������������������������������������������������������������� 21 Help Ticket Queue Enhancements ���������������������������������������������������������������������������������� 25
Training Resources ���������������������������������������������������������������������������������������������������� 27 New Destiny Training Toolkits ����������������������������������������������������������������������������������������� 29
© Copyright 2014 Follett School Solutions, Inc.
© Copyright 2014 Follett School Solutions, Inc.
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What’s New in Destiny 12.0
Destiny 12.0 Features Welcome to Destiny® 12.0. The new version incorporates many of your suggestions, and we’re confident you’ll find that the enhanced features and functions of Destiny 12.0 meet your needs. This document introduces you to the Destiny 12.0 features available in Destiny® Library Manager™, Destiny® Textbook Manager™, and Destiny® Asset Manager™. We know you’ll want to start using these enhancements right away.
Library Manager Universal Search: This new optional search interface lets patrons look for all available resources, including books, eBooks, and digital content from WebPath Express or One Search. Enhancements to RDA Support: Destiny supports cataloging outlined in Library of Congress’ Updates 16 and 17 and the display of all cataloged Edition statements (tag 250). New Material Type Icon: Follett has updated the default sound recording (nonmusical) material type icon.
Asset Manager Asset Value Report Enhancement: An asset item’s acquisition date shows on the Itemized version of the Asset Value report. Servicing Teams: You can add, edit, and delete servicing team members and the head of a servicing team. Help tickets assigned to a servicing team or team member appear in the Help Ticket History and on the Deleted Assets report. Help Ticket Queue Enhancements: The help ticket queue can be limited using any combination of filters. This document provides a brief description, along with step-by-step instructions if applicable, of the new and updated features and functions in Destiny 12.0. It also notes the permissions and access levels required to access the updated functionalities.
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What’s New in Destiny 12.0
Destiny Library Manager
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What’s New in Destiny 12.0
Library Manager
Universal Search Feature Description: Universal Search is a new optional search interface that lets patrons search for all available resources, such as books, eBooks, and digital content from WebPath Express or One Search.
Feature Information: Configuring Universal Search In order to use Universal Search, you must ensure: • Destiny is available on the Web. • Your district Destiny URL is configured. • A valid port (80 or 443) is used. If you are using Internet Explorer, Universal Search requires IE9 or IE10. Universal Search cannot be accessed in the IE Compatibility View, which is used for accessing sites that were designed for IE8 or earlier. If your district uses specific websites that require Compatibility View, your district can list the specific URLs that require Compatibility View. The global options Display all websites in Compatibility View and Display intranet sites in Compatibility View should be unchecked in Internet Explorer’s Compatibility View Settings. For more information on system requirements, see Destiny Help > Home > Technical Docs > Destiny System Requirements – Workstation and Mobile Devices. When you install or upgrade to Destiny 12.0, if Destiny is not able to authenticate the correct URLs with Universal Search, the Destiny Admin user will receive a message upon signing in that an externally available URL and port must be configured to use Universal Search. You can click the Don’t remind me again checkbox to make the message permanently disappear. To configure Universal Search: 1. Login as a Destiny Admin. 2. On the District Welcome page, select Setup > District Options. 3. Click Edit next to Universal Search Settings.
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4. Enter the Destiny Server External Address and the Port.
5. Click Save. After Universal Search is configured, permissions will be available and need to be enabled for patrons to see the Universal Search option.
Entering and Exiting Universal Search Only patrons with the Search using Universal Search permission will see Universal Search on the Catalog tab. When a patron selects Universal Search, it opens in the same window. Guests that have the Allow Guests to exit Universal Search permission, as well as all logged-in patrons, have the Exit link. After clicking the Exit link, the Universal Search page in Destiny opens.
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What’s New in Destiny 12.0 Logging In
Patrons that are logged into Destiny will not have to log into Universal Search. A patron can be one of three types in Universal Search: • Guest: These patrons can search for materials. • Shared Account: (from Follett Shelf—previously Guest): These patrons can search for materials and open Follett eBooks. If they want to check out or hold an eBook, they must log in with their personal credentials.. • Logged-In User: When a patron clicks or taps the Login link, a login box appears.
A successful login presents the patron with features based on the patron’s permissions. The patron’s name appears at the top. If the credentials don’t match, an error message appears and the patron gets another chance to log in.
Logging Out A Logout link appears on desktops, tablets, and phones. When a patron clicks the link, Universal Search closes the user’s session and reopens the main Universal Search page.
Searching Patrons can search using: • Keyword (default; accepts any search term, including ISBN) • Title • Author • Subject • Series • Note • ISBN • Tags (searches curriculum tags if the patron, usually a teacher, has the Search curriculum tags permission) Note: Due to space limitations, these search options do not appear on phones.
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8 (For Keyword searches only) When a patron begins to enter search criteria into the search box, the following occurs: • Universal Search offers up to 10 suggestions. • Only suggestions that produce positive results appear. • Universal Search’s suggestion service uses a customized dictionary to filter out profanities and misspellings. It does not look at Destiny’s filtered terms list (Back Office > Site Configuration > Catalog > Search Settings) or the district’s stop word list (Update District Options > District Stop Words).
After a patron types their search term, the search results appear on the All tab. Ribbons appear, if there are search results, in the following order: • Books • eBooks • Websites (Includes the One Search databases configured in Destiny. WebPath Express will also appear, if your school subscribes.) • Curriculum tags (if applicable) The Sort by drop-down options are sticky for the session. If there are more than eight results on the page, patrons can click the See more results link at the bottom of the list. If search results can be narrowed, limiter(s) appear in the Narrow by list; otherwise, limiters do not appear. On the cover of a title is a badge indicating the title’s availability. The only statuses that appear are In or Out, or in the case of Follett Shelf eBooks, Unlimited (infinity symbol). No availability is shown for publisher-hosted content.
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What’s New in Destiny 12.0 eBooks
• The Open button appears on Search Results and Title Details for Follett Shelf eBooks if there are copies available. • Logged-in patrons (Destiny or Shared Account) can click the Open button to read eBooks online. Patrons do not need to install the Enlight reader for Follett Shelf eBooks because the reader is incorporated into Universal Search. Non-Follett Shelf eBooks will open the website listed in the item’s MARC record 856 tag. • If there are no copies available, the Open button is replaced by a Hold button. • A copy opened at the same time by another patron is marked In Use. • Clicking the Open button without being logged in will cause a login dialog box to appear. • The Checkout button will appear if copies are available. • If a logged-in patron has the title checked out, they see a Return Early button. • Publisher-hosted content will just show an Open button. • Unlimited titles always have an Open button and a Checkout button but never a Hold button. • The permission to place a hold on a Follett Shelf eBook comes from Follett Shelf.
Tags • Tags empower users with the Search curriculum tags permission (generally teachers) to easily find the best educationally relevant materials. • Curriculum tags are applied to titles by curriculum experts at Follett. • Tags apply not only to titles purchased from Titlewave but to any title with ISBN tagged by Follett experts.
© Copyright 2014 Follett School Solutions, Inc.
10 Permissions: Searching Search using Universal Search Search all library sites through Universal Search Use Universal Search by default Search curriculum tags Exiting Universal Search Allow Guests to exit Universal Search
Importance: Students and teachers can use one interface to search for all available resources on many different types of devices. Universal Search was developed using responsive design and is accessible from all types of devices; this means the features remain constant regardless of device.
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What’s New in Destiny 12.0
Library Manager
Enhancements to RDA Support Feature Description: To comply with RDA, Destiny now supports the cataloging of the new tags, subfields, and codes outlined in Library of Congress’ Updates 16 and 17. It also supports the display of all cataloged Edition statements (tag 250).
Feature Information: Cataloging The following table shows the updated codes that you can include in the MARC record: Tag
Content
Comment
#
Position
Description
Code
Description
008
20
Format of music (006/03)
a
Full score
updated definition
008
20
Format of music (006/03)
l (ell)
Score
new code
008
20
Format of music (006/03)
z
Other
updated definition
The following table shows the updated tags, indicators, and subfields that you can include in title details: Tag #
Description
020
International Standard Book Number Edition statement
Repeatable
Indicators
Subfields
Appears in Title Details?
New subfield:
Yes
_q Qualifying information (R)
subfield _a and every subfield _q
Y
New subfield:
(was N)
_3 - Materials specified (NR)
Classic displays subfields _a and _b of all 250s.
250
Quest displays only the first 250. Physical description 300
Y (wasn't displaying multiple tags)
Classic displays all 300 tags. Quest displays only the first 300.
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12 Tag #
Description Subject Added Entry Chronological Term
648
Repeatable
Indicators Indicator 1 is now defined: Type of date or time period
Subfields
Appears in Title Details? No change Just subfields _a, _v, _x, _y, and _z
# - No information provided 0 - Date or time period covered or depicted 1 - Date or time period of creation or origin
Viewing Title Details Patrons can now view all cataloged Edition statements (tag 250) in Destiny Classic and one Edition statement in Destiny Quest and Universal Search. Edition statement (tag 250) in Destiny Classic:
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What’s New in Destiny 12.0
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Edition statement (tag 250) in Destiny Quest:
Edition statement (tag 250) in Universal Search:
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14 Permissions: Cataloging Manage titles: Edit Viewing Title Details Use Library Search
Importance: You can now include more tags, subfields, and codes in your title detail records based on Library of Congress’ updates to RDA.
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What’s New in Destiny 12.0
Library Manager
New Material Type Icon Feature Description: The material type icon for sound recording (nonmusical) has been updated to be consistent with that in Follett Shelf.
Feature Information: The new sound recording (nonmusical) material type icon is as follows:
Material type Sound Recording (nonmusical)
Subtype (LM only) Audiobook (publisher-hosted)
Standard icon
Elementary Visual Search icon
OLD
NEW
Importance: You can now easily make the connection between sound recording (nonmusical) materials you are looking for in Destiny and in Follett Shelf.
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What’s New in Destiny 12.0
Destiny Asset Manager
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What’s New in Destiny 12.0
Asset Manager
Asset Value Report Enhancement Feature Description: The Itemized version of the Asset Value report now includes the acquisition date.
Feature Information: When you run an itemized version of the Asset Value report, an Acquired column appears. The Acquired column will include the date from the Date Acquired field in the item record; otherwise, the column includes the date the item record was created. To create an itemized Asset Value report: 1. Select Reports > Asset Reports > Asset Value. 2. Make appropriate selections for each option. 3. Select Itemize from the Show drop-down list. 4. Click Run Report. 5. On the Report Manager page, click the View hyperlink next to Asset Value Report. 6. Click Report to view your report.
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Permission: Generate Asset Reports
Importance: You can view the value and age of your assets when you run an itemized Asset Value report.
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What’s New in Destiny 12.0
Asset Manager
Servicing Teams Feature Description: In version 11.5 of Destiny, schools and districts could create servicing teams responsible for asset repairs, designate a team head, and assign teams to the asset templates. Now, you can add, edit, and delete servicing team members and the head of a servicing team. Help tickets assigned to a servicing team or team member appear in the Help Ticket History and on the Deleted Assets report.
Feature Information: Add Members to a Servicing Team You can add, edit, and delete members of a Servicing Team and name a head of the team. The servicing team is visible across the district; however, team members are site-specific. To add members to a servicing team: 1. Select Catalog > Add Asset > Edit Templates. 2. Add a new template or edit an existing template.
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22 3. Select the Assign repair responsibility checkbox if not already selected. 4. Next to Servicing Team, click Other.
5. Click the Edit icon. 6. Search for and select a patron for the team. You cannot assign a patron to a team if that patron has only a district login.
7. To remove a team member, click the Delete icon next to the person’s name. 8. To name the head of the servicing team, click Select if it’s not defined yet or Clear and then Select if it is. 9. Click Save. The Servicing Team page has a Members Assigned column, which includes the head of the team. The servicing team appears on the Add Template and Edit Template pages. If a template has a servicing team assigned to it, any template below it inherits the servicing team.
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What’s New in Destiny 12.0 Assign a Help Ticket to a Team Member
Help tickets created in the Catalog or in MyInfo are automatically assigned to the head of the team. With access to the Back Office tab, Help Tickets option, you can create help tickets and now you can reassign tickets. To assign a help ticket to a team member: 1. Select Back Office > Help Tickets > Track. 2. Click either New Ticket or the Edit icon next to an existing ticket. Note: If you are starting a new ticket, team selection lists do not appear until you select the item. 3. Select the team and a team member from the Servicing Team lists.
If you select a servicing team but not a team member, the assignment defaults to the team head. Tickets will remain Unassigned if there is no team head or the team head is removed. This means that if you select a team without a head, the ticket is still classified as Unassigned; it does not become Open or Pending. When a team is deleted, Destiny converts the Servicing Team assignment to an Individual assignment, retaining the team member as the Individual. 4. Click Save.
Help Ticket History and Deleted Assets Report The assigned Servicing team and member appear in the Help Ticket History and on the Deleted Assets report. To view Help Ticket History: 1. Select Back Office > Help Tickets > Track. 2. Click the Edit icon next to an existing ticket.
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24 3. Click the View History button.
Transfer Asset Items The following occurs when transferring an asset item to another site: • Help tickets assigned to a district servicing team will continue to be assigned to the district servicing team. A district servicing team can be assigned to any item at any site. • Help tickets assigned to an individual will remain assigned to the individual. Offsite patrons can be assigned to help tickets. • If a help ticket is assigned to a local servicing team and a member, both will be unassigned. • A Help Ticket History item is created for each “unassignment.” That is, if the patron and team were both unassigned, two entries appear in the History.
Merge Duplicate Patron Records If you merge duplicate patron records and one of the records has the patron as a servicing team head or member, the preferred patron record will continue to list the patron as the servicing team head or member. If the patron record to be deleted has the patron as the head of a servicing team, and the preferred record has the patron as a member of the same team, the preferred record becomes the head of the servicing team.
Permissions: Manage asset templates View asset item Access asset history Transfer/Receive asset/items Merge duplicated patron records
Importance: Servicing teams are more visible throughout Asset Manager. With the ability to add, edit, and delete servicing team members, the Help Ticket manager can assign team members to help tickets.
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What’s New in Destiny 12.0
Asset Manager
Help Ticket Queue Enhancements Feature Description: Help Ticket managers and servicing team members can limit the help ticket queue using any combination of several filters.
Feature Information: Team members can quickly limit the list of help tickets to the ones they need to work on. Once a user applies the limiters, they are still applied when the user logs in again. To customize your view of the queue: 1. Select Back Office > Help Tickets > Track or Archive. 2. Click the Customize View link.
3. Enter or select any of the cumulative limiters: • Find all Help Tickets where: Displayable Name, Barcode number, Ticket number, Issue Summary, or Issue Details. ▪▪
Barcode number and Ticket number return only exact matches.
▪▪
Displayable Name, Issue Summary, and Issue Details are “Contains” searches that accept wildcards (*?) as part of the search term.
• If you are a district asset manager, click the Look in button to view a particular site. • Date Created: Before, on, or after a date. • Assigned to: A servicing team, a team member, or any individual patron. • Requested by: Any individual patron. • Ticket status: Open, Pending, or Unassigned.
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26 The following fields are available at a site; they are also available to a district asset manager after selecting a site from the Look in list: • Home Location • Custodian • Funding Source • Department 4. Click Update.
Permission: Manage help tickets
Importance: You can now customize the list of help tickets to view just what you need.
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What’s New in Destiny 12.0
Training Resources
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What’s New in Destiny 12.0
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New Destiny Training Toolkits Do you know about all of the great new Destiny training toolkits? Your district can use the toolkits to train new users, provide existing users with refresher workshops, or direct users to DIY learning.
Toolkits combine a lesson plan with supporting videos and quick reference guides for a truly blended learning solution. Lesson plans help users focus on what they need to be able to do in Destiny. Then, they learn how to perform those specific tasks. Videos are approximately five minutes long and aimed at every Destiny user – students, parents, teachers and staff, and librarians. The printable quick reference guides contain step-by-step instructions, which you can refer to during training or afterwards as a refresher.
Lesson plans use the Plan/Apply/Assess curriculum model: • Plan: Users answer questions to find the information they need to perform their roles. For example, “Which users will you let manage their own username and password?” and “Can all students have the same access level?” • Apply: With the help of a leader or trainer, users complete the hands-on tasks in Destiny that they targeted in the Plan section. • Assess: Users complete an Assessment Checklist to indicate specific tasks they are comfortable with and ones they might need more help with in the future. Library Manager Essentials Lesson Plans, used during your initial Library Manager training, help you find and circulate library materials, build your catalog, and report on library data. The Lesson Plans include: • Getting Started in Destiny • Managing Patron Records • Locating Resources • Searching with Universal Search • Circulating Library Materials Efficiently • Building Your Catalog • Configuring Library Manager for Your School • Reporting on Library Data © Copyright 2014 Follett School Solutions, Inc.
30 To view all the available lesson plans, videos, and quick reference guides: 1. Click Help. 2. Select Contents. 3.
Scroll to the bottom of Contents and click Videos and more.
4.
Click the Videos and more… hyperlink.
Check the Destiny Training Toolkits page periodically, as new material is added often.
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