12285a destiny permissions reference guidedestinyhelp160en.fsc.follett.com/content/resources...dec...

Destiny Permissions

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Table of ContentsPermissions 1

Library Materials Permissions 3

Library Home Page 3

Library Catalog Search Access 3

Library Catalog Management 16

Library Circulation Access 24

Fine Management 27

Hold Management 29

Administrative Access 30

Resource Permissions 33

Resource Search Access 33

Resource Management 37

Resource Circulation Access 43

Fine Management 45


Patrons Permissions 48

Patron Management 48

Patron Circulation Info Access 50


Fine Management 54

Self-Empowered Patron Access 55

General Permissions 61

Help Access 61


Historical Info Access 65

Follett Community 67


PermissionsAccess levels regulate what users can see and do in Destiny. Each access level contains a set of permissions.Permissions affect a patron's ability to see certain tabs, pages, controls and text. The Destiny Administratoror an Administrator can edit the permissions within a particular access level.

The district users set up during installation are:

l Destiny Administrator

l District Reports User

l District Library Cataloger

l District Patron User

l District Resource Manager

The access levels set up at the site during installation are:

l Administrator

l Library Admin

l Resource Admin

l Teacher

l Staff

l Patron

l Guest

By default, these users are granted specific permissions. This document lists all available permissions onevery subtab in Back Office > Access Levels. Information includes what a user with the permission cando, the access level it is granted to by default, the Follett product it applies to, and any relateddependencies.

To update permissions for an access level, go to Back Office > Access Levels, and next to an accesslevel, click Edit.

At the top of the page, you will see the chosen access level.


Under that, designate how long users with that access level can be idle before Destiny will log them out.Consider the type of information users with the access level can see. If they have access to patron data, youmight want the timeout to be short.

Additionally, if you use a self-checkout station, you can set the number of seconds of inactivity before theCirculation tab resets. This protects patron information and privacy.

Use the Collection Role drop-down to choose a role, which defines the specific actions a user can performin Collections by Destiny®. See information on how to set access levels and roles for Collections at:http://collectionshelp.follettsoftware.com/Content/Collections/Topics/Set%20Access%20Levels%20and%20Roles.htm


Library Materials PermissionsNote: Permissions apply to Destiny Library Manager unless otherwise noted.

Library Home Page

Permission Default AccessLevel

Users with thispermission

can...Dependencies Notes

View home page

Destiny Admin,

Admin,

Library Admin

View the library'shome page None None

Edit home page

Destiny Admin,

Admin,

Library Admin

Edit the introductorytext, and add, edit anddelete groups andlinks on the homepage

Includes theView home pagepermission. None

Library Catalog Search Access




Basic search

Destiny Admin,

District LibraryCataloger,

Admin,

Library Admin,

Staff,

Teacher,

Patron,

Guest

Search inCatalog >Library Search >Basic using basicsearch terms

None None





Power Search

Destiny Admin,


District ReportsCreator,

Admin,

Library Admin,

Staff,

Teacher,

Patron,

Guest

Search onCatalog >Library Search >Power usingcomplex searchterms, and applylimiters

None

Destiny Admin, DistrictLibrary Catalogers andDistrict Reports Creatorscannot limit searches bya reading program, ifavailable.

Visual search

Destiny Admin,

Admin,

Library Admin,

Staff,

Teacher,

Patron,

Guest

Search the catalogthrough a locally-configured, visualinterface inCatalog> Library Search >Visual

None

Go to Catalog >Library Search >Search Setup tocustomize the searchpage.

Copy categoriessearch

Destiny Admin,

Admin,

Library Admin,

Staff,

Teacher,

Patron,

Guest

View aCopyCategories list withlinks to the lists oftitles/copiesassigned to eachcategory inCatalog> Library Search >Categories.

None

BothAdd/edit/delete/assigncategories and Copycategories search causeCatalog > LibrarySearch > Categoriesto appear. The contentsof the page aredifferent, however, foreach permission.

Search One Searchas Student Patron

Search onlinedatabases thatyou've allowed"Students" to searchinCatalog > LibrarySearch > Basic andPower

Requires theBasicsearch orPower Searchpermission. Youmusthave a valid Destinysubscription and haveselected theUse OneSearch checkbox atBack Office > SiteConfiguration > SiteInfo.

None





Search One Searchas Staff

Destiny Admin,

Admin,

Library Admin,

Staff,

Teacher

Search onlinedatabases thatyou've allowed"Staff" to search inCatalog > LibrarySearch > Basic andPower


None

Search One Searchas Guest

None

Search onlinedatabases thatyou've allowed"Guest" to search inCatalog > LibrarySearch > Basic andPower


Only applies to the Guestaccess level

Search DigitalResources Patron

See resourcesconfigured asdigital at thedistrict under theDigital Resourcessubtab in thesearch results inDestiny Classic.

None None

Standard/controlnumber searches

Destiny Admin,



Admin,

Library Admin,

Staff

Search the catalog byControl Number,LCCN, ISBN andISSN inCatalog >Library Search >Number

None

If a user has both Usestandard/controlnumber searches andUse call number searchpermissions, theNumber tab offers acombined list containingCall Number, LCCN,ISBN, ISSN and ControlNumber.





Call number search

Destiny Admin,


Admin,

Library Admin,

Staff

Search the catalog byCall Number inCatalog > LibrarySearch > Number

None

If a user has both Usestandard/controlnumber searches andUse call number searchpermissions, theNumber tab offers acombined list containingCall Number, LCCN,ISBN, ISSN and ControlNumber.

Barcode search

Destiny Admin,


Admin,

Library Admin,

Staff

Search by copybarcode number inCatalog > LibrarySearch > Barcode

None None

Brief recordssearch

Destiny Admin,


Admin,

Library Admin

Search the catalogfor brief records inCatalog > LibrarySearch > BriefRecords

None None

Search usingDestiny Quest

Destiny Admin,

Admin,

Library Admin,

Staff,

Teacher,

Patron,

Guest

Search in the DestinyQuest interfaceCatalog > DestinyQuest.

Destiny Quest displays infull-screenmode and witha screen resolution of1024 × 768.

Though not required, werecommend that youalso have a subscriptionto TitlePeek.





Participate inMyQuest Admin

Use MyQuest bookclub in Catalog >Destiny Quest,which lets themcreate "HaveRead", "NowReading", and"Want to Read"shelves,recommend booksto other patrons,rate and reviewbooks, make andaccept FriendRequests, viewfriends' MyQuestactivities,exchangecomments withfriends

To join MyQuest, patronsmust also haveSearchusing Destiny Quest. Torate books, patrons musthaveSubmit libraryreview ratings. To reviewbooks, patrons must alsohaveSubmit libraryreview comments.

Comments exchangedbetween Friends do notrequire staff approval.

Recommendations sentto one's Friends are notdependent upon theRecommend titles toother users permissionor staff approval.

Recommendations sentto other (non-Friend)patrons are governed bythe Recommend titles toother users andApproval not requiredpermissions.

Submitted reviews aregoverned by theApproval not requiredpermission under"Submit library reviewcomments".

Add off-site friends AdminAdd off-site Friendsto one's MyQuestFriends list

Requires theSearchusing Destiny Quest andParticipate in MyQuestpermissions.

The libraryadministration of bothschools must enable thispermission. Otherwise,off-site patrons will notappear in the searchresults.

Allow comments onshelf moves,reviews, andrecommendations

Admin

Give comments,starred and writtenreviews, andrecommendations toother patrons

Patrons must be able tolog in and set upMyQuest preferences

None

Approval notrequired Admin

Move shelves;reviews andmaterialrecommendations areautomatically seenby other patrons

None None





Search all librarysites throughDestiny Quest

Destiny Admin,

Admin

Search all libraries inthe Destinyinstallation, and viewall search results inDestiny Quest. Thecopy availability inthe search resultslists includes Ask, inaddition to In andOut. 'Ask' indicatesthat another libraryhas at least onecopy.

Requires theSearchusing Destiny Questpermission.

None

UseDestiny Questby default None See Destiny Quest

interface on login.


None

Use Visual Searchin Destiny Quest

Destiny Admin,

Admin

Search DestinyQuest through alocally-configured,visual interface


Though not required, werecommend that youalso have a subscriptionto TitlePeek.

Destiny Quest displaysin full-screen mode.

Destiny Quest worksbest with a screenresolution of 1024 ×768.

Default to VisualSearch in DestinyQuest

NoneAccess to VisualSearch in DestinyQuest by default

Requires theSearchusing Destiny Quest andUse Visual Search inDestiny Questpermissions.

If patrons also havepermission toParticipate in MyQuest,MyQuest appearsinstead of Visual Search.To open Visual Search,patrons need to clickVisual Search in themenu bar at the top ofthe page.





Search UsingDestiny Discover

Destiny Admin,

Admin,

Library Admin,

Staff,

Teacher,

Patron,

Guest

Search the DestinyDiscover interface inCatalog > DestinyDiscover

None None

Search all librarysites throughDestiny Discover

Admin

Search all libraries inthe Destinyinstallation, and viewall search results inDestiny Discover.The copy availabilityin the search resultslists includes copiesin all schools in thedistrict.

Requires theSearchusing Destiny Discoverpermission.

None

UseDestinyDiscover by default None

Display and use theDestiny Discoverinterface by default.


None

Search CurriculumTags

Admin,

Library Admin,

Staff,

Teacher

Search CurriculumTag information inDestiny Discover


None

Search OpenEducationalResources (OER)

Admin,

Library Admin,

Staff,

Teacher,

Patron

View and openOpenEducationalResources in DestinyDiscover


None





Use Biblionasiumas Student Patron

Use a single sign-onto accessBiblionasium fromDestiny Discover,and have real-timeinformation andaccess to libraryresources throughDestiny Discover.


Youmust have aBiblionasium subscriptionand select theUseBiblionasium checkbox inBack Office > SiteConfiguration > Site Info.

Use Biblionasiumas Staff

Admin,

Library Admin,

Staff,

Teacher

Use a single sign-onto accessBiblionasium fromDestiny Discover,and have real-timeinformation andaccess to libraryresources throughDestiny Discover.


Youmust have aBiblionasium subscriptionand select theUseBiblionasium checkbox inBack Office > SiteConfiguration > Site Info.

Search Standards

Destiny Admin,

Admin,

Library Admin,

Teacher

UseCatalog >Standards Search tosearch or browsestate and nationaleducationalstandards, and thenlocate relevant librarymaterials, websitesand/or district media.

Youmust subscribe toFollett's StandardsService, and haveselected theUseStandards checkbox inBack Office > SiteConfiguration > SiteInfo.

None

SearchWebPathExpress

Destiny Admin,

Admin,

Library Admin,

Staff,

Teacher,

Patron

Search and browseselected Internetsites inCatalog >WebPath Express,Catalog > LibrarySearch > Basic,Power andVisualandCatalog >Destiny Discover

Youmust subscribe toWebPath Express, andhave selected theUseWebPath Expresscheckbox at Back Office> Site Configuration >Site Info.

None





Submit WebPathExpresssuggestions


Admin,

Library Admin

Suggest websitesor topics forWebPath Express

Youmust subscribe toWebPath Express, andhave selected theUseWebPath Expresscheckbox on eitherBackOffice > SiteConfiguration > SiteInfo or on the "Edit <sitename>" page. The linksonly appear if an SMTP(mail) server is set up onthe "Edit <district name>"page.

Suggestions are emailedto WebPath Express, notto the libraryadministration.

Access My Lists forlibrary


Admin,

Library Admin,

Staff,

Teacher,

Patron

Create a personalResource List oflibrary materials.

To createmultiple Lists,enable the Patrons - Self-Empowered PatronAccess -CreatemultipleLists permission. Tomake one's Listsavailable to others,enable the Patrons - Self-Empowered PatronAccess -PublishMyLists permission. Toshare a list with a co-owner, enable thePatrons - Self-Empowered PatronAccess –ShareOwnership of My Listspermission. To save as atext file and email a List,enable the Patrons - Self-Empowered PatronAccess -Save and EmailList permission. To viewpublic Lists, enable thePatrons - Self-Empowered PatronAccess -View LocalPublic Lists orViewDistrict Public Listspermissions.

A Guest can access anduse a Resource List. Itis, however,automatically deletedafter an inactivitytimeout. It does notpersist from day to dayas does a Resource Listbelonging to a logged-inuser.





Add titles to My Listby range or number

Admin,

Library Admin,

Staff

Add titles by fieldcontents range,with a file or list ofbarcode numbers,by standardnumber orbarcode number,and by date range.

To scan or upload itemsinto a Resource List, theuser must have theAccess My Lists forlibrary permission.

None

Access My Lists formedia

Admin,

Staff,

Teacher,

Patron

Create a customlist of mediamaterials

To createmultiple Lists,enable the Patrons - Self-Empowered PatronAccess -CreatemultipleLists permission. Tomake one's Listsavailable to others,enable the Patrons - Self-Empowered PatronAccess -PublishMyLists permission. Toshare a list with a co-owner, enable thePatrons - Self-Empowered PatronAccess –ShareOwnership of My Listspermission. To save as atext file and email a List,enable the Patrons - Self-Empowered PatronAccess -Save and EmailList permission. To viewpublic Lists, enable thePatrons - Self-Empowered PatronAccess -View PublicLists permission.

Only applies to thefollowing: Destiny MediaManager

A Guest can access anduse a Resource List. Itis, however,automatically deletedafter an inactivitytimeout. It does notpersist from day to dayas does a Resource Listbelonging to a logged-inuser.





Search all librarysites

Destiny Admin,

Admin,

Library Admin,

Staff,

Teacher,

Patron,

Guest

Choose to search alllibraries in theDestiny installation

None

If a user with this permissionopts to search the district ora group of schools, thesearch results include off-site titles and copies,regardless of theirAlwaysshow all library materials inthe district permission. Ingeneral, though, Search alllibrary sites affects thesearch options andAlwaysshow all library materials inthe district affects thesearch results.

Search all districtmedia sites (from adistrict mediacenter)

Destiny Admin,

Admin,

Staff,

Teacher,

Patron,

Guest

Choose to search alldistrict media centersin the Destinyinstallation

None

Only applies to thefollowing: Destiny MediaManager

If a user with thispermission opts tosearch the district or agroup of schools, thesearch results includeoff-site titles and copies,regardless of theirAlways show all mediain the districtpermission. In general,though, Search allmedia sites affects thesearch options andAlways show all mediain the district affects thesearch results.





Always show alllibrary materials inthe district

Destiny Admin,


Admin,

Library Admin,

Staff,

Teacher,

Patron,

Guest

View off-site copiesin Search Resultslists and on theCopies tab of TitleDetails. Without thispermission, thepatron sees only local(on-site) copies listedwhen performing alocal search.

None

If a user without thispermission and withSearch all library sitesopts to search thedistrict or a group ofschools, the searchresults include off-sitetitles and copies,regardless of theirAlways show all librarymaterials in the districtpermission.

In general, though,Search all library sitesaffects the searchoptions and Alwaysshow all librarymaterials in the districtaffects the searchresults.

Show all title details(by default)

Destiny Admin,


Admin,

Library Admin,

Staff,

Teacher,

Patron,

Guest

View the completetitle information onthe Title Detailspage. Without thispermission, brief titleinformation appearsby default.

The user needs at leastone of theUse LibrarySearch permissions andQuiz Info must beselected inBack Office> Site Configuration >Catalog > ‘Library TitleDisplay Settings’section.

None

View titles inMARC format

Destiny Admin,


Admin,

Library Admin,

Staff

View the completeMARC record in theMARC View tab ofthe Title Detailspage.

None

Use the permissionsunder Library Materials -Library CatalogManagement forcatalogers who add andedit title (MARC)records.





See local hiddenmaterials

Destiny Admin,


Admin,

Library Admin,

Staff

View search resultsthat include localcopies with aCirculation Typedesignated as"hidden".

None None

See off-site hiddenmaterials

Destiny Admin,


Admin,

Library Admin,

Staff

View search resultsthat include off-sitecopies with aCirculation Typedesignated as"hidden".

None None

Submit libraryreview ratings

Admin,

Library Admin,

Staff,

Teacher

Rate library titles byselecting from 1 to 5stars.

None None

Submit libraryreview comments Admin Enter a text review of

a library title.

Requires theSubmitlibrary review ratingspermission.

None


Submit library reviewcomments withoutapproval


None

Upload digitalcontent to review None

Upload a digital file tothe Destiny server aspart of a libraryreview, and create alink for library patronsto view the file.


Digital content andreviews are subject toapproval by a user withthe permission,Approve/delete libraryreviews.

The DestinyAdministrator managesthe storage folder.


Upload digital contentto reviews withoutapproval

Requires theUploaddigital content to reviewpermission.

None


Library Catalog Management




Manage titles -Add title fromsearch results

Destiny Admin,


Admin,

Library Admin

Add title recordsfound in a search ofthe district collection,Alliance Plus, or Z-Sources inCatalog> Add Title

None None

Manage titles -Add new title aftersearching

Destiny Admin,


Admin,

Library Admin

Add title records afterfirst searching forexisting records

Requires theAdd title fromsearch results permission.

This permissionincludes the Viewtitles in MARCformat permission.

Manage titles -Add new titlewithout searching

Destiny Admin,

District LibraryCataloger

Add title recordswithout firstsearching for existingrecords

Requires theAdd title fromsearch results andAdd newtitle after searchingpermissions.

None

Manage titles -Duplicate

Destiny Admin,


Admin,

Library Admin

Duplicate titlerecords None


Manage titles -Edit

Destiny Admin,


Admin,

Library Admin

Edit title records andaccess the TitleDetails pages fordigital resources

None


Manage titles -Delete

Destiny Admin,


Admin,

Library Admin

Delete title records None

This permissionincludes the abilityto delete the title'scopies, even if theuser does not havethe Manage copies– Deletepermission.


Permission DefaultAccess Level



Manage titles – RelateLibrary Titles

Destiny Admin,


Admin,

Library Admin

View related titles'information thatappears on the TitleDetails page if thetitle is in a group.

None

A title can only belongto one group. Groupsare set up at Catalog >Update Titles >Relate Titles.

Manage titles –Access to Titlewave

Destiny Admin,


Admin,

Library Admin

Access Titlewaveaccount throughCatalog > Titlewave> Use Titlewave.

NoneButtons are links thatwill take you to FollettTitlewave.

Manage Copies -Add/duplicate

Destiny Admin,


Admin,

Library Admin

Add copy-specificinformation formaterials in yourcollection.

None

Required fields areNumber Copies,Starting Barcode andCall Number.

Manage Copies - Edit

Destiny Admin,


Admin,

Library Admin

Edit an existing copyrecord in the catalog. None None

Manage Copies -Delete

Destiny Admin,


Admin,

Library Admin

Delete a copy recordfrom the catalog. None None

Add to purchasingwish list

Admin,

Library Admin

Recommend librarytitles for purchase inTitle Details or vialink if no searchresults appear

None

Recommendations aresubject to approval by auser with thepermission, View/deletewish list entries.

View/delete wish listentries

Admin,

Library Admin

Manage library titlesWish Listrecommendations.

Requires theGeneratelibrary collection reportspermission

None





Add/edit/delete digitalcontent in titles

Destiny Admin,

Admin,

Library Admin

Upload digital contentto the Destiny server,and create a link to iton the Title Detailspage.

Adding digital content inthe Easy Editor orMARC Editor requiresAdd title, Duplicate titleorEdit title permission.

The Destiny Admin canmanage the storagefolder for the uploadeddigital content.

Add/edit/delete site-specific subjects

Destiny Admin,

Admin,

Library Admin

Add site-specificsubject fields to titlerecords.

None

Without this permission,catalogers can stillcreate site-specificsubject tags in theMARC Editor using a 690tag.

Add/edit/delete site-specific URLs

Admin,

Library Admin

Add site-specificURL fields to titlerecords.

None None

Add/edit/delete/assigncopy categories

Destiny Admin,

Admin,

Library Admin,

Staff

Manage categories inCatalog > LibrarySearch > CopyCategories

None

BothAdd/edit/delete/assigncopy categories andCopy categories searchcause the CopyCategories tab ofCatalog > LibrarySearch to appear. Thecontents of the page aredifferent, however, foreach permission.Destiny Administratordoes not have theResource List option in"Add to category".

Approve/delete libraryreviews

Admin,

Library Admin

Approve anddelete library titlereviews

None None

Edit library reviewcontents Admin Edit library title

reviews.

RequiresApprove/delete libraryreviews andSubmitlibrary review ratingspermissions.

None





Merge copies fromduplicated library titles Admin

Delete duplicate titlerecords, a processthat transfers thecopy records to theone remaining "best"title record.

Requires theAccessMy Lists for librarypermission

Because title recordsare shared among sitesin a centralized Destinyinstallation, merging thecopies and deleting titlerecords affects all sites.

This permission doesnot give the user accessto Catalog > UpdateTitles > MergeDuplicate. Only districtlibrary catalogers haveaccess to that page.

Update Z39.50sources

Destiny Admin,


Admin,

Library Admin

Configure Destiny tosearch for andretrieve title (MARC)records from Z39.50servers inCatalog >Add Title > UpdateZ-Sources

Requires theManagetitles - Add title fromsearch resultspermission.

None

Import titles/copies

Destiny Admin,


Admin,

Library Admin

Import title and copy(MARC) records inCatalog > ImportTitles, and view jobsummaries inBackOffice > JobManager

None None

Import titles by controlnumber


Admin,

Library Admin

Import updated titleand copy (MARC)records inCatalog >Import Titles >Update Only thatwere exported (andenhanced by Follett)from this installationof Destiny, and viewjob summaries inBack Office > JobManager

None

Applies to the following:Destiny Library Managerand Destiny MediaManager





Export titles/copies

Destiny Admin,


Admin,

Library Admin

Export title and copyrecords in theMARCformat inCatalog >Export Titles, viewjob summaries anddownload the exportfiles inBack Office >Job Manager

None None

Import authority

District LibraryCataloger forDestiny LibraryManagercustomers

No one forDestiny MediaManagercustomers

Import authorityrecords inCatalog >Import Authority,and view jobsummaries inBackOffice > JobManager

None


Because title recordsare shared among sitesin a centralized Destinyinstallation, importingauthority recordsaffects all sites.

Manage Authority



Add and edit authorityrecords inCatalog >Manage Authority

None


Because title recordsare shared among sitesin a centralized Destinyinstallation, managingthe authority recordsaffects all sites.

Manage subjects



Delete subjectheadings by theirsource (for example,Sears, LOC, LCAC)inCatalog >Manage Subjects,and view jobsummaries inBackOffice > JobManager

None


Because title recordsare shared among sitesin a centralized Destinyinstallation, managingthe subjects in the titlerecords affects all sites.





Edit MARC Templates

Destiny Adminand DistrictLibraryCataloger forDestiny LibraryManagercustomers


Customize defaulttemplates used tocatalog title recordsandmaterial typeicons inCatalog >Add Title > EditTemplates andMaterial Type Icons

None


Because templates andmaterial type icons areshared among sites in acentralized Destinyinstallation, editing anyof them affects all sites.

Receive library copies

Destiny Admin,

Admin,

Library Admin

Receive transferredlibrary copies inCatalog > Update >Receive

None None

View library copynotes

Destiny Admin,


Admin,

Library Admin,

Staff

View any copy notesinCirculation >Check Out, CheckIn andCopy Status

Requires either LibraryCirculation Access -View library item statusorCheck out librarymaterials permission.

Copy notes created None

Add/edit/hide/deletelibrary copy notes

Destiny Admin,


Admin,

Library Admin,

Staff

Manage copy notes

Requires theManagecopies - Add/duplicateorManage copies - Editpermission.

None





Enhance records withAR/RC information

Destiny Admin,

Admin,

Library Admin,

Staff

Add and edit quizinformation forindividual titles.Upload quiz filesto, and downloadreading programinformation from,Follett ReadingProgram Service.

Youmust subscribe to aReading ProgramService and haveselected the appropriateQuiz/Level BasedSearches checkboxesinBack Office > SiteConfiguration >Catalog. Youmust alsoselect theUse ReadingProgram Service(RPS) - AR/RCcheckbox inBackOffice > SiteConfiguration > SiteInfo. If you have anEnterprise subscription,select theAcceleratedReader Enterprisesubscriber or theReading Counts!Enterprise subscribercheckbox. Destinyautomaticallydownloads the readingprogram information.The Library CatalogSearch Accesspermissions are neededto search for and accessreading program searchresults.

None

Enhance records withAlliance Recon

Destiny Admin,


Admin,

Library Admin

Enhance library titlerecords withinformation fromAlliance Plus™Online

Youmust subscribe toAlliance Plus Online,and have selected theUse Alliance Plus™Online checkbox on theEdit District page.

None

Update HeadingsDestiny Admin,


Globally updateauthor, subject orseries headings intitle records inCatalog > UpdateTitles > Update

Requires theManageTitles - Edit permission.

Because title recordsare shared among sitesin a centralized Destinyinstallation, updatingthe headings in the titlerecords affects all sites.





Globally updatematerial type

Destiny Admin,


Globally updatematerial types in titlerecords inCatalog >Update Titles >Update

Requires theManageTitles - Edit permission.

Because title recordsare shared among sitesin a centralized Destinyinstallation, updatingthe material type in thetitle records affects allsites.

Remove titles withoutcopies

Destiny Admin,


Library Admin

Remove title recordsthat do not have localcopies inCatalog >Update Titles >Remove Titles. Ifother sites havecopies of a title, thetitle remains in thecollection. If no othersites have copies,the title is deletedfrom the collection.

Requires the General -Administrative Access-Monitor/delete site'sjobs permission.

None


Library Circulation Access




Check out librarymaterials

Destiny Admin,

Admin,

Library Admin,

Staff

Check out librarymaterials inCirculation >Check Out

None

This permissionallows checking outby typing andscanning barcodes.To search forpatrons by keyword,see the permission,Patrons - PatronCirculation InfoAccess - Barcode notrequired to findpatrons.

To check out byHomeroom, alsorequires the Checkout by homeroompermission.

For Circulation >Offline Circulation toappear, requires thefollowingpermissions: Checkout librarymaterials, Check inlibrary materials,and General -AdministrativeAccess -Monitor/delete site'sjobs.

Check out byhomeroom

Destiny Admin,

Admin

Retrieve patrons byselecting theirhomeroom inCirculation >Check Out > ByHomeroom

Requires theCheck outlibrary materials permission. None





Check in librarymaterials

Destiny Admin,

Admin,

Library Admin,

Staff

Check in librarymaterials inCirculation > CheckIn

None

Circulation > OfflineCirculation, requiresthe followingpermissions: Checkout library materials,Check In librarymaterials, andGeneral- AdministrativeAccess -Monitor/delete site'sjobs.

Renew librarymaterials

Destiny Admin,

Admin,

Library Admin,

Staff

Renew checked-outlibrary materials inCirculation >Renew

None None

Change library duedates

Destiny Admin,

Admin,

Library Admin,

Staff

Change due dates inCirculation > CheckOut andRenew

Requires one of the followingpermissions: Check outlibrary materials orRenewlibrary materials

None

Override libraryblocks

Destiny Admin,

Admin,

Library Admin,

Staff

Override circulationblocks

Requires theCheck outlibrary materials permission.To override blocks duringrenewals, also requires theRenew library materialspermission.

None

Add temporarytitles duringcheckout

Destiny Admin,

Admin,

Library Admin,

Staff

Create a temporarytitle and copy recordin Circulation whenthemessage, "Copyis not cataloged. Doyou want to check itout?" appears whenthe user enters anunrecognized copybarcode.

Requires theCheck outlibrary materials permission.

A user with both theLibrary CatalogManagement -Manage titles - Addtitle from searchresults and theCheck out librarymaterialspermissions canadd temporary andpermanent titles inCirculation >Check Out,regardless of thispermission.





View library itemstatus

Destiny Admin,

Admin,

Library Admin,

Staff

Retrieve and viewlibrary copy recordsinCirculation >Copy Status

None None

Mark library copies"Lost"

Destiny Admin,

Admin,

Library Admin,

Staff

Change the status ofa copy to "Lost"

Requires at least one ofthese permissions forCirculation: Check out librarymaterials, Check in librarymaterials, View library itemstatus orView patron status.

None

View libraryinformation

Destiny Admin,

Admin,

Library Admin,

Staff

View loan periods,the current totalnumbers ofcirculations, holds,fines (including totalamounts), titles andcopies, and patrons,and lists of top-borrowing patrons,homerooms, andgrades, and top-circulating titles inCirculation >Library Information.

None None


Fine Management




View library fines

Destiny Admin,

Admin,

Library Admin,

Staff

View library copy-specific fines inCirculation > Finesand the Fines sectionof a patron record inCirculation > PatronStatus

None None

Add library fines

Destiny Admin,

Admin,

Library Admin

Change the fineamount whenmarking achecked-out copyLost.

Assess librarycopy-specificfines, and managecopy-specific finetypes.

Requires theView libraryfines permission. AccessingPatron Status requires theView patron statuspermission.

To access theManage Fine Typespage where youcan create, edit,and delete copy-specific fine types,you must have thispermission.

Pay library fines

Destiny Admin,

Admin,

Library Admin

Accept paymentfor library copy-specific fines, andpay refunds.

If youautomaticallycalculate fines foroverdue items, thePay/Waive linkappears in thealert messagewhen checking inan overdue copy.


None





Waive library fines

Destiny Admin,

Admin,

Library Admin

Waive librarycopy-specificfines.

If youautomaticallycalculate fines foroverdue items, thePay/Waive link inthe alert messageappears whenchecking in anoverdue copy.


None

Delete library fines

Destiny Admin,

Admin,

Library Admin,

Delete librarycopy-specificfines.

If youautomaticallycalculate fines foroverdue items, thePay/Waive link inthe alert messageappears whenchecking in anoverdue copy.


None


Hold Management




View any patron'sholds

Destiny Admin,

Admin,

Library Admin,

Staff

View library holds inCirculation >Holds/ILL, theHolds section of aPatron Status pageand the Copy Statuspage

None None

Add/edit/deleteholds for patrons

Destiny Admin,

Admin,

Library Admin,

Staff

View, create, editand delete holdsin Circulation >Holds/ILL, theHolds section of aPatron Statuspage.

Without the user alsohaving the View anypatron's holdspermission, the usercannot view holdqueues, and the ViewHolds and Add Holdbuttons do notappear on a CopyStatus page. If adistrict has districtmedia centers, thispermission alsoallows the user tosearch for and bookmedia materialsfrom the library'sCirculation pages. Toperform interlibraryloans (ILLs), youmust select theAllow librarymaterials tocirculate to allpatrons in thedistrict checkbox inBack Office > SiteConfiguration >Circulation.

Placemultipleholds for patrons

Admin,

Library Admin,

Staff

Placemultiple holdson the same title orcopies of a RelatedTitle Group.

Requires theAdd/edit/deleteholds for patrons permission.

Hold cannot beplaced on lost orhidden copies unlessthe patron haspermission to seehidden copies.


Administrative Access


Users with thispermission can... Dependencies Notes

Generate librarycollection reports

Destiny Admin,


District ReportsManager,

Admin,

Library Admin,

Staff

Generate and viewlibrary reports inReports > LibraryReports, ReportBuilder, andReportManager andBackOffice > JobManager.

To delete reports (jobs),requires the General -Administrative Access -Monitor/delete site's jobspermission. Users with thispermission but without theAdd/edit/delete ReportBuilder - library reportspermission can access andgenerate custom reports,but not create, edit or deletethem.

To have access to thePatron page in Reports,see Patrons -Administrative Access-Generate patronreports.

Add/edit/deleteReport Builder -library reports

Destiny Admin,



Admin,

Library Admin

Create and managecustom libraryreports in Reports> ReportBuilder. Districtmanagers cancreate district-widereports and makereports available toselected sites.

Requires theGeneratelibrary collection reportspermission.

None

Add/edit/deletelibrary policies

Destiny Admin,

Admin,

Library Admin

Create and configurePatron Types andCirculation Types, andtheir loan periods,fines and holds limitsinBack Office >Library Policies.

None None

Change library sitepreferences

Destiny Admin,

Admin

Configure librarysettings in BackOffice > SiteConfiguration >Catalog andCirculation

None

For configuringoptions that pertainto patrons, seePatrons -AdministrativeAccess - Changepatron sitepreferences.




Inventory librarycollection

Destiny Admin,

District LibraryManager,

Admin,

Library Admin,

Staff

Scan or uploadbarcodes in an openinventory inBackOffice > Inventory >Library Materials

None

To view barcode-file-upload reports, requiresthe General -Administrative Access -Monitor/delete site'sjobs permission.

Start new/finalizelibrary inventory

Destiny Admin,

Admin,

Library Admin

Configure, open andclose an inventory inBack Office >Inventory > LibraryMaterials.

Requires the Inventorylibrary collection permission. None

Set up DigitalResources

Destiny Admin,

Admin

Configure DigitalResources Serviceproviders inCatalog >Digital Resources orCatalog > SearchSetup > EnrichedContent Searches

If you have purchased digitalcontent from Follett's DigitalResources Service, youmust also have selected theUse Digital Resourcescheckbox inBack Office >Site Configuration > SiteInfo or on the "Edit <sitename>" page.

Applies to the following:Destiny LibraryManager and DestinyMediaManager

Set upOne Search

Destiny Admin,

Admin,

Library Admin

Configure One SearchinCatalog > SearchSetup > EnrichedContent Searches

Youmust select theUseOne Search checkbox inBack Office > SiteConfiguration > Site Info.

None

Set upWebPathExpress

Destiny Admin,

Admin,

Library Admin

ConfigureWebPathExpress inCatalog >Search Setup >Enriched ContentSearches

Youmust subscribe toWebPath Express, and haveselected the UseWebPathExpress checkbox inBackOffice > Site Configuration> Site Info.

Applies to the following:Destiny LibraryManager and DestinyMediaManager

Allow Follett Digitalsetup Admin

Set up and manageDestiny Discover.

Configure digitalcollections andselect permissionsfor those that canview them inCatalog > SearchSetup > Digital

None None




Set up Visual Search

Destiny Admin,

Admin,

Library Admin,

Staff

Configure VisualSearch inCatalog >Search Setup >Visual Search

None None

Approve/edit/deleterecommendations

Destiny Admin,

Admin,

Library Admin

Approve, edit anddelete patronrecommendations.

None None

ModerateMyQuestconversations

Destiny Admin,

Admin,

Library Admin

Review commentssent throughMyQuestthat were reported asabusive

None None

Display LibraryDashboard

Admin,

Library AdminAdd certain quickreports toDashboard None

The information onthe Dashboard is at-a-glance only. Fordetailed data, runthe correspondingreport found inReports.


Resource PermissionsNote: Permissions apply to Destiny Resource Manager unless otherwise noted.

Resource Search Access



UseResourceSearch

Destiny Admin,

District ResourceManager,

Resource Admin,

Staff,

Teacher

Search for, and viewresources and items None None

Search AllResourceSites

Destiny Admin,


Resource Admin,

Staff,

Teacher

Look in list to chooseto search the entiredistrict for resources,not just the local site

None

If a user with thispermission opts tosearch the districtor a group ofschools, the searchresults include off-site resources,regardless of theirAlways show allresources in thedistrict permission.In general, SearchAll Resource Sitesaffects the searchoptions.




Always Showall Resourcesin the District

Destiny Admin,


Admin,

Resource Admin,

Staff,

Teacher

View informationabout off-site items inSearch Results and onthe Items tab ofResource Details.

None

If a user withoutthis permission andwith Search AllResource Sites optsto search thedistrict or a groupof schools, thesearch resultsinclude off-siteresources,regardless of theirAlways Show allResources in theDistrict permission.In general, SearchAll Resource Sitesaffects the searchoptions. AlwaysShow all Resourcesin the Districtaffects the searchresults.




Access MyLists forResources


Admin,

Resource Admin,

Staff,

Teacher

Create customResource Lists None

A Guest also canaccess and use aResource List. It is,however,automaticallydeleted after aninactivity timeout.The list does notpersist from day today, as does aResource Listbelonging to alogged-in user.

To create multiplelists, you need thePatrons - Self-Empowered PatronAccess - Createmultiple Listspermission.

To make one's listsavailable to others,you need thePatrons- Self-Empowered PatronAccess - Publish MyLists permission.

To save (as a textfile) and email lists,you need thePatrons- Self-Empowered PatronAccess - Save andEmail Listpermission.

To view public lists,you need the Patrons- Self-EmpoweredPatron Access - ViewPublic Listspermission.




AddResources toMy List byrange ornumber


Admin,

Resource Admin

Add items to aResource List bybarcode number, witha file or list of barcodenumbers, or by a daterange.

Requires theAccess MyList for resourcespermission.

None


Resource Management



Manageresourcedescriptions -Add/duplicate

Destiny Admin,


Admin,

Resource Admin,

Staff

Create resource records inCatalog > AddResource, and duplicaterecords on a ResourceDetails page

None None

Manageresourcedescriptions -Add withoutsearching

Destiny Admin,

District ResourceManager

Create resource recordswithout first searching thedatabase for existingrecords

Requires theManageresource descriptions:Add/duplicatepermission

None

Manageresourcedescriptions -Edit

Destiny Admin,


Admin,

Resource Admin,

Staff

Edit resource records None None

Manageresourcedescriptions -Delete

Destiny Admin,


Admin,

Resource Admin,

Staff

Delete resource records None

This permissionincludes the ability todelete items of thisresource, even if theuser does not have theManage resource items- Delete permission.

Manageresourcedescriptions -Globallyremoveresources

Destiny Admin,


Admin,

Resource Admin,

Staff

Delete resource templateswithout items inCatalog >Update Resources >Global Delete

None

This permissionincludes the ability todelete whole templatesthat do not containitems. Option topreserve digitalresources andredemption codes fortextbooks. Can previewbefore deleting.




Manage resourcedescriptions digitalcontent - Viewresource descriptiondigital content

Destiny Admin,


Admin,

Resource Admin

View digital content orresource URL on theResource Details pageand the Update Digitalpage

None None

Manage resourcedescriptions digitalcontent - Add/editresource descriptiondigital content

Destiny Admin,


Admin,

Resource Admin

Add or edit digitalcontent or resource URLto a resource record

None None

Manage resourcedescriptions digitalcontent - Deleteresource descriptiondigital content

Destiny Admin,


Admin,

Resource Admin

Delete digital content None None

Manage resourceitems - Add/duplicate

Destiny Admin,


Admin,

Resource Admin,

Staff

Create item, mediaand license recordson a resource'sResource Details andItems tabs

None None

Manage resourceitems - Edit

Destiny Admin,


Admin,

Resource Admin,

Staff

Edit item, media andlicense records on anItem Status page inCirculation and theItems tab of aResource Detailspage.

Edit items inCatalog > UpdateResources >Individual Update,Batch Update andGlobal Updatetabs.

None None




Manage resourceitems - Delete

Destiny Admin,


Admin,

Resource Admin,

Staff

Delete item, mediaand license recordson an Item Statuspage in Circulationand the Items tab ofa Resource Detailspage.

Delete items inCatalog > UpdateResources >Individual Update,Batch Update andGlobal Updatetabs.

None None

Manage resourceitems digital content –View resource itemdigital content

Destiny Admin,


Admin,

Resource Admin

View digital content onUpdate Item DigitalContent page and inMyInfo if the checkbox isselected when addingcontent.

None None

Manage resourceitems digital content –Add/Edit resourceitem digital content

Destiny Admin,


Admin,

Resource Admin

Update digital content onItems tab of a resource'sDetails page. Add or editdigital content on UpdateItem Digital Contentpage.

None None

Manage resourceitems digital content –Delete resource itemdigital content

Destiny Admin,


Admin,

Resource Admin

Delete a resource'sdigital content on UpdateItem Digital Contentpage

None None

Add/edit/delete/assigncategories

Destiny Admin,

Admin,

Library Admin,

Resource Admin,

Staff

Manage item categoriesinCatalog> ResourceSearch > ItemCategory

None None




Manage softwareassignments

Destiny Admin,


Admin,

Resource Admin

Assign and updatesoftware licenses None None

Merge items fromduplicated resources

Destiny Admin,


Admin,

Resource Admin

Delete duplicateresource records, aprocess thattransfers the itemrecords to the oneremaining "best"resource record.

Requires theAccessMy Lists for Resourcespermission

None

Importresources/items

Destiny Admin,


Import resource anditem records inCatalog > ImportResources, andview job summariesin Back Office >Job Manager

None None

Exportresources/items

Destiny Admin,


Export resource anditem records inCatalog > ExportResources. Viewjob summaries, anddownload export filesin Back Office >Job Manager.

None None

Manage resourcetemplates


Add, edit, duplicateand delete resourcetemplates andcustom lists (bothfunding sources anddrop-down lists),export templates andrearrange thetemplate hierarchy inCatalog > AddResources > EditTemplates

None None




Transfer/Receiveresources/items

Destiny Admin,


Admin,

Resource Admin

Transfer and receiveresources inCatalog >Transfer Resources.When receiving items,this includes the abilityto add a note, as well asassign new Custodians,Home Locations andDepartments to theincoming items.

None None

Receive resourceitems withoutbarcodes

Destiny Admin,


Admin,

Resource Admin

Receive orderedresources on theView Orders page inCatalog >Resource Ordersor receivetransferredresources on theView Transfers pagein Catalog >TransferResources. Thisincludes the ability toassign barcodenumbers,Custodians, HomeLocations andDepartments to theincoming items.

Requires theTransfer/Receivepermission

None

Approve resources fordisposal

Admin,

Resource Admin

Assign resources thestatus of "Approvedfor Disposal" in anitem record

None None

Add "OnOrder"resource items

Destiny Admin,


Admin,

Resource Admin

Create item records witha status of OnOrder inCatalog > ResourceOrders > On Order

Requires theManageasset items -Add/duplicatepermission

To receive ordereditems with barcodes,requires theTransfer/Receiveresource itemspermission. To view,receive and removeordered items withoutbarcodes, requires theReceive resourceitems withoutbarcodes permission.




Order resources

Destiny Admin,


Admin,

Resource Admin

Order resources from awarehouse or districtresource location inCatalog > OrderResources

Requires theManageresource items -Add/duplicate/deletepermission

To receive ordereditems with barcodes,requires theTransfer/Receiveresource itemspermission. To view,receive and removeordered items withoutbarcodes, requires theReceive resourceitems withoutbarcodes permission.

View historical notes

Destiny Admin,


Admin,

Resource Admin,

Staff

Search for and view noteinformation in "Viewnotes" (Circulation >Item Status) and EditItem page in theCatalog

None None

Add historical notes

Destiny Admin,


Admin,

Resource Admin,

Staff

Add a note to anitem's TransactionHistory in Add Item,Edit Item and UpdateSoftware in theCatalog andIndividual Update,Batch Update andGlobal Update tabsin Catalog >Update Resources

None None

Add/edit/deletecirculation notes

Destiny Admin,


Admin,

Resource Admin

Add, edit and deletenotes to item records. None

All users with accessto Circulationfunctions can view thenotes.


Resource Circulation Access



Check outresources

Destiny Admin,

Admin,

Resource Admin,

Staff

Check out resources inCirculation > Check Out> Items

None

This permission allowschecking out by typingand scanning barcodes.For retrieving patrons bykeyword, see thepermission, Patrons -Patron Circulation InfoAccess - Barcode notrequired to find patrons.

Reassignresources

Destiny Admin,

Admin,

Resource Admin,

Textbook Admin,

Staff

Reassign resources tostudents for resources thathave been checked out toa teacher inCirculation >Check Out Items > ToTeacher

Requires theCheck outresources/textbookspermission.

Applies to the following:Destiny ResourceManager and DestinyTextbook Manager

Check inresources

Destiny Admin,

Admin,

Resource Admin,

Staff

Check in resources inCirculation > Check Intems

None None

Renewresources

Destiny Admin,

Admin,

Resource Admin,

Staff

Renew resources inCirculation > Renew

Requires theCheck Outresources permission None

Changeresource duedates

Destiny Admin,

Admin,

Resource Admin,

Staff

Change due dates duringcheckout inCirculation >Check Out Items

Requires theCheck outresources permission.

This permission doesnot allow the user tohave access toBackOffice > ResourcePolicies. SeeAdd/edit/delete resourcepolicies for thatpermission.

Overrideresourceblocks

Destiny Admin,

Admin,

Resource Admin,

Staff

Override circulation blocksin Circulation

Requires theCheck outresources permission.

At sites that have blockconditions caused bytheir Resource Policies,a user with thispermissionmust log into override the blockcondition.




View resourceitem status

Destiny Admin,

Admin,

Resource Admin,

Staff

Retrieve and viewinformation about anitem, such as its site,status, home location,custodian anddepartment; thecurrent and previouscheckouts; and itscirculation statistics inCirculation > ItemStatus

None None

Mark resourceitems "Lost" or"Stolen"

Destiny Admin,

Admin,

Resource Admin,

Staff

Change an item's status to"Lost" or "Stolen" inCirculation

Requires at least one ofthese permissions forCirculation: Check outresources, Check inresources, Viewresource item status orView patron status.

None


Fine Management



View resourcefines

Destiny Admin,

Admin,

Resource Admin,

Staff

View resource copy-specific fines

in Circulation >Fines. The Finessection of a patronrecord in Circulation> Patron Statusincludes a list of anyoutstanding libraryfines.

None None

Add resourcefines

Destiny Admin,

Admin,

Resource Admin

Assess resource copy-specific fines andmanagecopy-specific fine types;also, can change the fineamount whenmarking achecked-out copy Lost.

Requires theViewresource finespermission. AccessingPatron Status requirestheView patron statuspermission.

To access theManageFine Types page (whereyou can create, edit anddelete copy-specific finetypes), youmust havethis permission. Tocreate, edit and deletepatron-only fine types,youmust have theViewpatron fines andAddpatron fines permissionson the Patrons tab.

Pay resourcefines

Destiny Admin,

Admin,

Resource Admin

Accept payment forresource copy-specificfines, and pay refunds


None

Waiveresource fines

Destiny Admin,

Admin,

Resource Admin

Waive resource copy-specific fines.


None

Deleteresource fines

Destiny Admin,

Admin,

Resource Admin

Delete resource copy-specific fines


None





Generateresourcereports

Destiny Admin,


Admin,

Resource Admin

Generate and view reportsinReports > ResourceReports, Report BuilderandReport Manager; andinBack Office > JobManager

To delete reports (jobs),requires the General -Administrative Access -Monitor/delete site'sjobs permission. Userswith this permission butwithout theAdd/edit/delete ReportBuilder – resourcereports permission canaccess and generatecustom reports, but notcreate, edit or deletethem.

To access Reports >Patron, see Patrons -Administrative Access -Generate patron reports.

Add/edit/deleteReport Builder– resourcereports

Destiny Admin,


Admin,

Resource Admin

Create and managecustom resourcereports in Reports >Report Builder.

District managers cancreate district-widereports, and makereports available toselected sites.

Requires theGenerateresource reportspermission.

None

Add/edit/deleteresourcepolicies

Destiny Admin,

Admin,

Resource Admin

Manage loan periods andtheir assignments toresource types, and ofPatron Types inBackOffice > ResourcePolicies.

None None

Changeresource sitepreferences

Destiny Admin,

Admin

Set up resource-relatedoptions inBack Office >Site Configuration >Circulation

None

For options that dopertain to patrons, seePatrons - AdministrativeAccess -Change patronsite preferences.




Inventoryresources

Destiny Admin,


Admin,

Resource Admin,

Staff

Scan or uploadbarcodes in an openinventory in BackOffice > Inventory> Resources

None

To view barcode-file-upload reports,requires the General- AdministrativeAccess -Monitor/delete site'sjobs permission.

Startnew/finalizeresourceinventory

Destiny Admin,


Admin,

Resource Admin

Configure, open and closean inventory inBackOffice > Inventory >Resources

Requires the Inventoryresources permission.

Transferresourcesthroughinventory

Destiny Admin,


Admin,

Resource Admin

Transfer resource items tothe location where they areinventoried

Perform Resource In-hand transfers only if thedistrict has given theAllow sites to receive bybarcode scanpermission.

None

Manage HelpTickets

Destiny Admin,


Admin,

Resource Admin

Track, resolve and archivesubmitted Help Tickets inBack Office > HelpTickets

Service Teams must beset up in ResourceTemplates prior tosubmitting Help Tickets.

None

DisplayResourceDashboard

Destiny Admin,


Admin,

Resource Admin

See a graphical, at-a-glance view of variousreport data inDashboard.

Data will only show onthe Dashboard if theconfiguration is set up bythe district or for siteusers with thepermission.

None


Patrons PermissionsNote: Permissions apply to all Destiny products unless otherwise noted.

Patron Management



Add/Editpatrons

Destiny Admin,

District PatronsManager,

Admin,

Library Admin,

Textbook Admin,

Resource Admin

Retrieve, add and editlocal patron records inBack Office >Manage Patrons orby using the Editbutton, available invarious patron lists

None None

Search forpatrons acrossthe district

Destiny Admin,

District PatronsManager

Retrieve any patron recordin the district with a"Search across thedistrict" checkbox inBackOffice > Manage Patronsand in the search resultslist. Add a site associationto patrons of other sitesusing anAdd button nextto patrons of other sites.

Requires theAdd/Editpatrons permission. None

Delete patrons

Destiny Admin,


Admin,

Library Admin,

Textbook Admin,

Resource Admin

Delete patron records inBack Office > ManagePatrons and in variouspatron lists.

None None

Mergeduplicatedpatron records

Destiny Admin,


Admin

Merge patron records inBack Office > UpdatePatrons > MergeDuplicates

None None




Updatepatrons

Destiny Admin,


Admin,

Library Admin,

Textbook Admin,

Resource Admin

Update patron records inBack Office > UpdatePatrons > on subtabs:Update, Delete andMoveFields.View job summaries inBack Office >JobManager.

None

The Destiny Admin and(site) Administrator alsohave access to theMerge Duplicates tabinBack Office >Update Patrons.A District PatronsManager has access toUpload Changes foruploading XML files,Merge Duplicates andMove Fields subtabs.

Import patrons

Destiny Admin,

Admin,

Library Admin,

Textbook Admin,

Resource Admin

Import patron records inBack Office > ImportPatrons, import pictures inBack Office > UploadPictures and view jobsummaries inBack Office> Job Manager

None None

Export patrons

Destiny Admin,

Admin,

Library Admin,

Textbook Admin,

Resource Admin

Export patron records inBack Office > ExportPatrons. View jobsummaries and downloadexport files inBack Office> Job Manager

None None

View patronnotes

Destiny Admin,

Admin,

Library Admin,

Textbook Admin,

Resource Admin,

Staff

View patron notes in theNotes section of thePatron Status page, and invarious lists.

To view patron notes,the user must also havetheView patron statuspermission.

None

Add/edit/hide/deletepatron notes

Destiny Admin,

Admin,

Library Admin,

Textbook Admin,

Resource Admin,

Staff

Manage patron notes onthe Patron Status page.

Requires thePatronCirculation Info Access -View patron statuspermission.

None


Patron Circulation Info Access



Barcode notrequired to findpatrons

Destiny Admin,

Admin,

Library Admin,

Textbook Admin,

Resource Admin,

Staff

Retrieve a patronrecord by keyword inCirculation using anOnly search checkboxand adjacent list thatcontains fields in apatron record.

In Library Manager'sCheck Out (only), italso includes retrievingpatrons by browsing alist of all patrons.

Without thispermission, usersmust enter abarcode number toretrieve a patronrecord in Circulation.

The user must alsohave at least one ofthe followingpermissions toaccess a page inCirculation:

Check out librarymaterials, Check inlibrary materials,View library fines,View any patron'sholds, View anypatron's bookings,Check in [media]materials,

Check out resources,Check in resources

View patron status

View patronstatus

Destiny Admin,

Admin,

Library Admin,Textbook Admin,

Resource Admin,

Staff

View a patron'scirculation transactioninformation inCirculation >

Patron Status. Usethe Patron Statusbutton in Back Office> Manage Patronsand in various patronlists.

None None

View libraryitems out

Destiny Admin,Admin,

Library Admin

View a patron's librarycheckouts in the "ItemsOut: Library Materials"section of a patron recordin Circulation.

Requires theViewpatron statuspermission.

Only applies to thefollowing: DestinyLibrary Manager




View resourceitems out

Destiny Admin,

Admin,

Resource Admin

View a patron's resourcecheckouts in the "ItemsOut: Resources" section ofa patron record inCirculation.


Only applies to thefollowing: DestinyResourceManager

View mediaitems out Destiny Admin, Admin

View a patron's mediacheckouts in the "ItemsOut: Media" section of apatron record inCirculation.


Only applies to thefollowing: DestinyMediaManager (with orwithout Destiny LibraryManager)

View textbookitems out

Destiny Admin,

Admin,

Textbook Admin

View a patron's textbookcheckouts in the "ItemsOut: Textbook" section ofa patron record inCirculation.


Only applies to thefollowing: DestinyTextbook Manager

View patronbarcodes

Destiny Admin,

Admin

View patron barcodeswhen searching for apatron and duringcirculation – check out andcheck in






Generate patronreports

Destiny Admin,



Admin,

Library Admin,

Textbook Admin,

Resource Admin

Staff

Generate and view patronreports inReports >Patron Reports, ReportBuilder and ReportManager and accessBack Office > JobManager

To delete reports(jobs), the usermust also have theMonitor/delete site'sjobs permission.

Users with thispermission butwithout theAdd/edit/deleteReport Builder -patron reportspermission canaccess and generatecustom reports, butnot create, edit ordelete them.

None

Add/edit/delete ReportBuilder - patronreports

Destiny Admin,



Admin,

Library Admin,

Textbook Admin,

Resource Admin

Create and managecustom patron reportsin Reports > ReportBuilder.

District managers cancreate district-widereports and makereports available toselected sites.

Requires theGeneratepatron reportspermission

None

Edit patronpasswords/logins

Destiny Admin,


Admin,

Library Admin,

Textbook Admin,

Resource Admin

Manage patron usernames and passwords inBack Office > ManagePatrons

Requires thePatronManagement - Add/Editpatrons permission.

None




Change patronsitepreferences

Destiny Admin,


Admin,

Library Admin,

Textbook Admin,

Resource Admin

Configure the followingsetup options in BackOffice > SiteConfiguration >Circulation:

Display patronpictures

Preferred BarcodeSymbologies —Patrons

Customize User-Defined Patron FieldNames

When searching forpatrons in Circulation,display [patron fields].

None

For Site Configurationoptions that pertain tomaterials, searching andcirculation, see one ormore of the following:Library Materials -Administrative Access -Change library sitepreferences, Textbooks- Administrative Access- Change textbook sitepreferences,Media -Administrative Access -Changemedia sitepreferences orResources -Administrative Access -Change resource sitepreferences.


Fine Management



View patronfines

Admin,

Library Admin,

Textbook Admin,

Resource Admin,

Staff

View fines inCirculation> Fines andPatronStatus, and when viewingpatron status inBackOffice > Manage Patrons

None None

Add patronfines

Admin,

Library Admin,

Textbook Admin,

Resource Admin

Add fines inCirculation >Fines andPatron Status,and inBack Office >Manage Patrons

Requires theViewpatron fines permissions None

Pay patronfines

Admin,

Library Admin,

Textbook Admin,

Resource Admin

Pay fines inCirculation >Fines andPatron Status,and inBack Office >Manage Patrons


Waive patronfines

Admin,

Library Admin,

Textbook Admin,

Resource Admin

Waive fines inCirculation> Fines andPatronStatus, and inBack Office> Manage Patrons


Delete patronfines

Admin,

Library Admin,

Textbook Admin,

Resource Admin

Delete fines inCirculation> Fines andPatronStatus, and inBack Office> Manage Patrons


Globally deletefines Admin

Delete fines for allstudents at a school inBack Office > UpdatePatrons > Excuse Fines

None None


Self-Empowered Patron Access



View ownstatus

Admin,

Library Admin,

Textbook Admin,

Resource Admin,

Staff,

Teacher,

Patron

View a list of one's owncheckouts, fines, holdsand bookings throughMyInfo

None None

Renew ownlibrarymaterials

Admin,

Library Admin

Renew one's own librarymaterial checkouts in MyInfo

Requires theView ownstatus permission.


Renew owntextbooks

Admin,

Textbook AdminRenew one's own textbookcheckouts in My Info



Renew ownresources

Admin,

Resource AdminRenew one's own resourcecheckouts in My Info



Edit ownclasses(teachers only)

Admin,

Textbook Admin,

Resource Admin,

Teacher

In the CurrentlyTeaching section of theteacher's Patron Statuspage in My Info, for theclasses a teacher isassigned to, they cantransfer checked-outcopies to another classor to another teacher'sclass. Also, they canview basic patroninformation forstudents who havebeen reassignedtextbooks.

The teacher also needstheView own statuspermission.

Only applies to thefollowing: DestinyResource Managerand DestinyTextbook Manager.

To be considered a"teacher" byDestiny, theCurrentlyTeaching checkboxin the patron recordmust be selected.

Place hold forself fromCatalog

Admin,

Library Admin,

Teacher,

Patron

Place a hold request foroneself on a title detailspage in the Catalog.

NoneOnly applies to thefollowing: DestinyLibrary Manager

Place reservefor self fromCatalog

Admin,

Library Admin

Place a reserve on librarymaterials for oneself fromthe Catalog

Requires thePlace holdfor self from Catalogpermission.





Book media forself from Catalog

Admin,

Library Admin,

Teacher

Book district mediamaterials for oneself None

Only applies to thefollowing: DestinyMediaManager

Edit/extendbookings for selffromMy Info

Admin,

Library Admin

Change loan periods andextend (renew) one's owndistrict media bookings

Requires theSelf-Empowered PatronAccess -Book media forself from Catalogpermission.


CreatemultipleLists


District TextbooksManager,



Admin,

Library Admin,

Textbook Admin,

Resource Admin,

Teacher

Create additionalResource Lists

Requires theAccessMy Lists for [product]permission on one ormore of these tabs:Library Materials,Textbooks, Media, orResource.

None

PublishMy Lists





Admin,

Library Admin,

Textbook Admin,

Resource Admin,

Teacher

Make one's ResourceLists available to othershaving theView PublicLists permission

Requires theAccessMy Lists for [product]permission on one ormore of these tabs:Library Materials,Textbooks, Media orResource.

None




PublishMy Listsacross theDistrict





Admin,

Library Admin,

Textbook Admin,

Resource Admin

Make one's ResourceLists available throughoutthe district to othershaving theView DistrictPublic Lists permission

Requires theAccessMy Lists for [product]permission on one ormore of these tabs:Library Materials,Textbooks, Media orResource.

None

Share ownershipof My Lists





Admin,

Library Admin,

Textbook Admin,

Resource Admin

A Resource List ownercan add other patrons asco-owners to a list.Shared lists will appear onco-owner’s ResourceLists.

To access Catalog >Resource Lists, theuser must have theAccess My Lists for[product] permission onone or more of thesetabs: Library Materials,Textbooks, Media orResource tabs.

None




Save and EmailList





Admin,

Library Admin,

Textbook Admin,

Resource Admin

Save a Resource List as atext file, and email a List.

To access Catalog> Resource Lists,the user must havean Access My Listsfor [product]permission on oneor more of thesetabs: LibraryMaterials,Textbooks, Media orResources.

"Email this List" onlyappears if an SMTP(mail) server is setup on the "Edit<district name>"page.

None

View Local PublicLists





Admin,

Library Admin,

Textbook Admin,

Resource Admin,

Teacher

View local Resource Listsmade public by theirowner

To access Catalog >Resource Lists, theuser must have anAccess My Lists for[product] permission onone or more of thesetabs: Library Materials,Textbooks, Media orResource.

None




View DistrictPublic Lists





Admin,

Library Admin,

Textbook Admin,

Resource Admin,

Teacher

View district ResourceLists made public by theirowner


None

Transferownership ofPublic Lists


District TextbooksManager ,



Admin,

Library Admin,

Textbook Admin,

Resource Admin

Transfer Resource Liststo other local users


None

Recommendtitles to otherusers

Admin

Recommend a title toanother logged-in user. InMyQuest, they canrecommend a title to anon-Friend.

To access My Info,users must have theView own statuspermission.

Only applies to thefollowing: DestinyLibrary Managerand Destiny MediaManager

Allow commentsonrecommendations

Admin

Write comments toanother logged-in user. InMyQuest, they canrecommend a title to aFriend.

To access My Info,requires theView ownstatus permission.Requires theRecommend titles toother users permission.






Send recommendationsdirectly to other patronswithout approval

Requires theRecommend titles toother users permission.

Only applies to thefollowing: DestinyLibrary Managerand Destiny MediaManager

Able to createown login andmodify password

None

Create their own username and password. Italso lets users changetheir password and emailaddress.

Youmust select Allowpatrons to create theiruser name andpassword inBackOffice > SiteConfiguration >Circulation.

None

Able to post tosocial media sites

Admin,

Library AdminClick links to social mediasites in Destiny Quest


Create Helpticket for self

Admin,

Resource Manager

Create and submit Helptickets inBack Office >Help Ticket or from aresource onMy Info page

Service Teammust beset up in ResourceTemplates prior tocreating Help tickets



General PermissionsNote: Permissions apply to all Destiny products unless otherwise noted.

Help Access



Product Access LevelsDestiny Admin,

Admin

Set permissions forone, two or more of theaccess level subtabs –including LibraryMaterials, Resources,Textbooks, Patrons orGeneral.

None

The Destiny Admin isthe only role who canchange Administratorrights.

Access Destiny onlinehelp & support

Destiny Admin,


DistrictTextbooksManager,




Admin,

Library Admin,

Textbook Admin,

Resource Admin

Access searchableonline Help, contactinformation for theDestiny Admin, anddistrict summarystatistics on the AboutDestiny page(available on the blueribbon at the bottom ofevery page).

None None

Access Follett onlinestore Admin

Access DestinyExpress via theShopbutton in DestinyClassic. Purchaseproducts such aslabels, scanners andreceipt printers; andservices, such astraining, in this onlinestore.

None None





Editopen/closeddays & hours

Destiny Admin,

Admin,

Library Admin,

Textbook Admin,

Resource Admin

Edit the Calendar None None

Monitor/deletesites jobs

Destiny Admin,





Admin,

Library Admin,

Textbook Admin,

Resource Admin

View and delete jobs, and,if applicable, downloadfiles produced by the jobsinBack Office > JobManager

None

For Offline Circulation inCirculation to appear,the user must have thefollowing permissions:Check out librarymaterials, Check inlibrary materials, andMonitor/delete site'sjobs (Library Manager);orCheck out textbooks,Check in textbooks, andMonitor/delete site'sjobs (TextbookManager).

Batch deletejobs

Destiny Admin,



District ResourcesManager,



Admin,

Library Admin,

Textbook Admin,

Resource Admin

Deletemultiple jobs andreports by date, name, ordate and name inBackOffice > Job ManagerandReports > ReportManager.

Requires theMonitor/delete site'sjobs permission.

The District LibraryCataloger, DistrictTextbooks Manager,District ResourceManager, DistrictPatrons Manager andDistrict Reports Creatorcan only view and deletethe jobs they submitted.




Manage SiteAdministrationOptions

Destiny Admin,

Admin,

Library Admin,

Textbook Admin,

Resource Admin

Manage patronhomerooms, libraryvendors, departments andthe principal inBackOffice > SiteConfiguration > SiteAdministration

None Departments andprincipal available onlyin ResourceManager.

Update SiteInformation

Destiny Admin,

Admin

Edit the site's address andcustomer number, set upservices, and change thelogo inBack Office > SiteConfiguration > SiteInfo.

None None

Managelocations

Destiny Admin,

Admin,

Textbook Admin,

Resource Admin

Manage a site's locationsinBack Office > SiteConfiguration > SiteAdministration

None

Only applies to thefollowing: DestinyResourceManager andDestiny TextbookManager

Add/edit/deleteReport Builder- generalreports

Destiny Admin,






Admin

Create andmanagecustom statistics reports.District managers cancreate district-widereports, andmake reportsavailable to selected sites.

None None

Update classinformation

Destiny Admin,

Admin,

Textbook Admin,

Resource Admin

Add, edit and delete allclass information, andtransfer students and theirchecked-out textbooks toanother class

None

Only applies to thefollowing: DestinyResourceManager andDestiny TextbookManager




View Follettnews

Destiny Admin,





District ReportsManager, Admin,

Library Admin,

Textbook Admin,

Resource Admin

Access news andpromotions from Follett None None


Historical Info Access



Access librarycheckouthistory

Destiny AdminAccess a patron'scheckout history and acopy's checkout history.

To view library copyhistories in Circulation,user also needs theLibrary Materials -Library CirculationAccess - View libraryitem status permission.

To view patron historiesin Circulation, user alsoneeds thePatrons -Patron Circulation InfoAccess - View patronstatus permission.

To view their own patronhistory in My Info, useralso needs thePatrons-Self-Empowered PatronAccess - View ownstatus permission.


Accesstextbookcheckouthistory

Destiny Admin Access a patron'scheckout history and acopy's checkout history.

To view textbook copyhistories in Circulation,user also needs theTextbooks - TextbookCirculation Access -View textbook itemstatus permission. Toview patron histories inCirculation, user alsoneeds thePatrons-Patron Circulation InfoAccess - View patronstatus permission. Toview their own patronhistory in My Info, useralso needs thePatrons -Self-Empowered PatronAccess - View ownstatus permission.





Access mediacheckouthistory

Destiny Admin

Access a patron'scheckout history and acopy's checkout history

To view media copyhistories in Circulation,user also needs theMedia - MediaCirculation Access -View media item statuspermission. To viewpatron histories inCirculation, user alsoneeds thePatrons -Patron Circulation InfoAccess - View patronstatus permission. Toview their own patronhistory in My Info, useralso needs thePatrons -Self-Empowered PatronAccess - View ownstatus permission.


AccessResourcehistory

Destiny Admin Access a patron'scheckout history and anitem's Transaction history.

To view item histories inCirculation, user alsoneeds theResource -Resource CirculationAccess - View resourceitem status permission.To view patron historiesin Circulation, user alsoneeds thePatrons -Patron Circulation InfoAccess - View patronstatus permission. Toview their own patronhistory in My Info, useralso needs thePatrons -Self-Empowered PatronAccess - View ownstatus permission.



Follett Community



Access FollettCommunity Destiny Admin Access Follett Community Requires registration to

view some informationand contribute to forums

None

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