Notes. Library Manager

Transcription

1 Library Manager BAS100 Using Your Training Guide...3 BAS101 Getting Around In Destiny...9 CAT101 Searching the Catalog...13 CIR101 Check Out, Check In, and Renew...19 CIR102 Overdue Notices/Reports...24 CIR103 Offline Circulation...30 CIR203 Circulation Loan Periods and Policies...34 CAT204 Manually Adding Titles...45 CAT201 Customizing Catalog Options...58 CIR201 Circulation Options...70 CAT105 TitlePeek...75!"CAT106 WebPath Express...79 CAT107 Standards...85 CAT110 Destiny Quest...88 CAT102 The Interactive Catalog: Reader Reviews and What s Popular...93 CAT103 Showcasing Your Resources...98 CAT104 Organizing Your Resources with Copy Categories CAT108 Reading Programs CAT109 One Search CAT202 Setting Up the Visual Search Page CAT203 Importing Titles CAT301 Adding Z-sources CAT302 Updating Titles CAT303 Collection Maintenance Updating the Status of Your Copies CAT304 Merging Titles CIR202 Circulation Statistics and Reporting CIR204 Placing Holds CIR205 Add Temporary Titles CIR206 Fines and Financial Transactions

2 Library Manager CIR207 Circulation One Click Tricks CIR301 Interlibrary Loans ADM101 Basic Search Hits ADM103 Additional Reports ADM104 The Home Page ADM201 Report Builder ADM202 How to Conduct an Inventory PAT101 Searching for Patrons PAT102 Adding and Editing Patrons PAT103 Patron Barcode Reports and Lists PAT104 Top Patrons PAT105 Merging Duplicate Patron Records PAT106 Updating Patrons PAT201 Importing Patrons BAS102 Help Follett Remote Part Follett Remote Part v1 Final 2

3 Library Manager BAS100 Using Your Training Guide Duration: 20 minutes Module Overview Welcome to a Destiny training. This module will outline who your trainer is, what type of learning style you have, and how to use the materials to get the most out of this training. Module Objective When given a participant guide, you will be able to identify how to use the screen shots, talking points, and resources correctly. 3

4 Library Manager Welcome to a Library Manager Training Your trainer's name: Activity What type of learner are you? You just bought a new MP3 player. What do you do first? A. Pull out the instructions and read how to use it. B. Call your tech friend to walk you through how to use the player. C. Pull the gadget out and play with it until you figure out how to use it.! Based on the poll, your learning style is:! Some learners favor a particular style while others use several. This guide is designed to satisfy components of each learning style. 4

5 Library Manager Screen Shots,, and Activities This learning guide has screen shots, talking points, activities, and information about additional resources to learn Destiny. It is not a manual because it would be outdated with each new software release. Similar to other software applications, Destiny has an on-page and online Help that discusses step-by-step procedures, how to's, and guides to operating Destiny.! help the auditory learners know which points to tune into.! Screen shots help the visual learners to see where the trainer is at in the application. Feel free to highlight and write on screen shots.! Activities and screen shots help the kinesthetic learner to know where to go and play in the application. 5

6 Library Manager! White space and activities help learners actively engage by taking notes and practicing important information. Activity Your guide has been organized into modules and levels, for example CAT101. Similar to a college course, the level of the module is indicated by the number; 101 means it is a basic topic while 301 means it is a more complex topic. The subject of the module is abbreviated to three letters. Draw a line from the category to the word it represents. BAS Circulation CAT Cataloging CIR Administration ADM Basics PAT Patrons 6

7 Library Manager Training Evaluation Your feedback is extremely important to us. At the end of this training, use the electronic evaluation form to tell us about your training.! Electronic evaluation located at Your trainer will give you your task number now so you can fill this out when the training is complete.! Task Number: 7

8 Library Manager Resources elearning modules #Destiny Online Help (if you have active support) Training evaluation 8

9 Library Manager BAS101 Getting Around In Destiny Duration: 20 minutes Module Overview Here is your chance to experiment with the new software application Destiny. In this module, you will go on a scavenger hunt to find different features and learn about Destiny's Help systems. Module Objective When given a list of items, you will find each of them in Destiny successfully. 9

10 Library Manager Getting Logged In! From the District page, select your site.! You can bookmark the site as a favorite by clicking on the right side of the site name on the Welcome Screen. 10

11 Login Button! In the upper right corner, there is a Login button.! User name and password. 11

12 Library Manager Activity Locate the features listed below and write down where you find each one in Destiny. 1. Search for material 2. Perform an inventory 3. Display today's number of circulation 4. Run overdue notices 5. Check out materials 6. Set up loan policies 7. Locate the two Help systems in Destiny. 12

13 Library Manager CAT101 Searching the Catalog Duration: 30 minutes Module Overview The days of the card catalog are gone. Destiny brings resources to life in your catalog with pictures, peer reviews, and search tools. In this module, learn how to search your catalog. Module Objectives When given a search term, you will be able to use Basic, Power, and Visual searches to get search results. 13

14 Library Manager! Activity Log out and search the Catalog as a guest. Be the first to find the answer to each question. 1. How many resources can you find about dogs? 2. Compare and contrast the Search All Words subtab and the Browse Subject subtab. What do you see under each subtab? 3. Type the misspelled word dinasor into the Search field. What happens? 14

15 Basic Search! Basic search by Keyword, Title, Author, Subject, and Series! Booleans operators (AND, OR, NOT) must be capitalized! Wildcards (asterisk and question mark)! Excellent for patrons browsing the Catalog, or patrons with a general idea of what they are looking for.! On-page Help outlines wildcards, stop words, Top 10! My Searches allows them to retrieve previous searches 15

16 Library Manager Title Record! When searching the Catalog, patrons will see the Title Record information and the Copy information. Title records are shared throughout the district. There should be one title record for every item.! The title record has author, title, and other bibliographic information. Copies have the barcode and site location.! While searching if you see titles in the district that are not in your library but you would like them to be, click on the Wish List button. For more information on about Wish Lists, see on-page Help.! Different subtabs (MARC View, Reviews, and Copies) enable patrons to do different tasks related to the title record. 16

17 Library Manager Power Search! Power search is more robust than the Basic search including Material Type, Publication Year, and other search specifications.! Excellent to use when you know exactly what you are looking for. This will help refine search results. 17

18 Library Manager Visual Search! All visual searches are preconfigured and can be Titles or specified websites. The preconfigured searches may be edited to best fit your needs.! Patron clicks on Visual icon and drills down until search results appear. This is great for patrons learning to read and spell to search the Catalog. Resources Quick Help - Basic and Power search On-Demand elearnings: A Patron's Perspective Setting up Visual Search 18

19 Library Manager CIR101 Check Out, Check In, and Renew Duration: 30 minutes Module Overview One of the most fundamental tasks in any library or media center is circulating items. In Destiny, you can check items out to patrons using names, barcodes, pictures, and homerooms lists. This module will focus on how to check items out to patrons using barcodes, names, and wildcards. Module Objectives When given a patron name and/or barcode and a copy, check an item out and in correctly. 19

20 Library Manager Checking Items Out! Check out with barcodes! Check out with names and wildcards! Checked Out versus Items Out sections! Renewing items 20

21 Checking Out By Homeroom! First, select the homeroom teacher, then the Select Patron button.! Select the patron, and then the copy. 21

22 Library Manager Checking In! From the Circulation tab and Check in option, you can check items back in.! The terms "Used in library" allow you to collect circulation statistics.! If applicable, you can create a fine a check in. 22

23 Library Manager Activity Practice circulating an item to yourself or another patron. Note* Write down the patron name and copy name so you can check it back in before the training is over. Answer these questions when you have checked an item out and back in. 1. Which search tools will help you circulate when you do not know how to spell their names? 2. True/False. ou cannot use wildcards to renew or check items in. 3. True/False. The "in-library use" checkbox allows you to record statistics for items not checked out but used in the library. Resources Quick Help - Check Out and Check In 23

24 Library Manager CIR102 Overdue Notices/Reports Duration: 30 minutes Module Overview This module will cover how to create notices and reports that notify you and your patrons of what items are overdue or will be overdue if not returned. Accountability is made easy by the Destiny reporting features. Module Objectives You will be able to create overdue notices that run automatically when given your library overdue policies. 24

25 Library Manager Locate the Report! Back Office tab Reports option Patrons subtab 25

26 Library Manager Setting up the Reports/Notices Step 1 Format! Saved and scheduled reports appear at the top of page.! If you are creating a new report, you can set up the information you want to include in the report/notice first.! Reports versus notices. 26

27 Setting up the Reports/Notices Step 2 Limit! Step 2. Limit allows you to specify which patrons and which materials will be in the notices or report.! "My Patrons" and "My Materials" pulls from the Back Office tab Library Policies option (Patron types and Circulation types). 27

28 Library Manager Setting up the Reports/Notices Step 3 Details! Select and sort by many different options.! Save Setup button versus Run Report button.! If a report/notice were scheduled each week, where would you go to find this report/notice? 28

29 Library Manager! Activity Using the directions your trainer gave you, run the overdue notices. If you finish early, answer the following questions. 1. True/False. Reports allow you to write a message to your patrons outlining which materials are overdue. 2. How can you edit a scheduled report or notice? Resources Quick Help - Overdue Lists Quick Help - Overdue Notices 29

30 Library Manager CIR103 Offline Circulation Duration: 20 minutes Module Overview Whether you want to hold a reading session outside the library or if the internet is not accessible, circulation in Destiny does not have to stop. This module discusses how to use offline circulation to document all circulation activity when an internet connection is not accessible. For step-by-step instructions for How to get Follett Remote and use Follett Remote, see your Appendix. Module Objectives Without access to the internet, you will be able to circulate items using patron and item barcodes and Follett Remote correctly. 30

31 Library Manager Follett Remote! Follett Remote is a separate application that allows you to collect copy and patron barcodes when a connection to the internet is not available.! See appendix for Follett Remote Part 1 and Part 2 to help you download and use Follett Remote. 31

32 Library Manager Follett Remote Check Items In and Out! Check Out - Pink! Check In Green! Find File Location under the File menu File Locations option. 32

33 Uploading Files into Destiny! Circulation tab Offline Circulation option. For this option to display, the user must have the Monitor/delete site s jobs access level permission granted from the General subtab.! Browse to the correct file and upload it.! If uploading multiple files, upload the oldest first to process the transactions in order. This eliminates the possibility of items being checked in before they are actually checked out.! The importance of erasing scans. Resources Appendix! Follett Remote Part 1! Follett Remote Part 2 On-Demand elearning Using Follett Remote with the Panther 33

34 Library Manager CIR203 Circulation Loan Periods and Policies Duration: 60 minutes Module Overview Because different patrons can check out items for different periods of time, you have to tell Destiny how long you want certain patrons to have certain items. In this module, you will learn how to set up your loan periods for students, faculty, and volunteers and help you manage your resources wisely. You will spend at least 30 minutes setting up and editing your loan policies in Destiny. Module Objectives Using your library policies, you will be able to edit and create patron and circulation types correctly. 34

35 Library Manager Activity Answer the following questions: 1. What is the definition of circulation type? 2. What is the definition of Patron type? 3. What are the differences between an access level and a patron type? 35

36 Circulation Types! It is most efficient to do the Circulation Types first.! Keep Circulation Types simple to reduce editing and changes.! To edit or delete Circulation Types, click on the Edit or Delete icon. 36

37 Editing an Existing Circulation Type! To edit the any of the fields, click in the field! Access on page Help for definitions of each field! Default Circulation Type: Regular! Default Settings 37

38 Combining Circulation Types! You can combine two different circulation types so they share the same loan periods and policies. 38

39 Library Manager Activity Follow these steps to combine Circulation Types: 1. Pick the Circulation Type you would like to keep. 2. Click on the Delete icon next to the Circulation Type you would like to remove. 3. From the drop-down menu Change the assigned circulation type to: select the circulation type you to which you like the copies to be moved. 4. Under the Are you sure you want to delete this circulation type? field, select the Yes button. 39

40 Library Manager Creating a Circulation Type! To create a new Circulation Type, click Circ. Type button. 40

41 Patron Types! Patron types should be as simple as possible.! To edit or delete Patron Types, click on edit or trash icons.! Combining Patron Types uses the same procedure as combining Circulation Types. 41

42 Creating and Editing Patron Types! On-page Help icons define each field! Fixed Date versus Ceiling Date! Default Hold Priority! Block check outs and renewals if the patron has fines or overdue items (override available) 42

43 Setting up a Calendar! Destiny uses the Calendar to assign due dates, calculate fines (if applicable), manage holds, and report circulation statistics.! To close library, click on the hyperlink of the day you would like to close.! To move to another month, click on the previous or next arrows beside the month name, or click on the View link in the bottom right corner of page and select the month from the current year's calendar.! To change hours of operation, click on the hyperlinked Hours.! Hours affect the loan policies for hourly checkouts. You can still circulate items outside the set open/closed days/hours. Items will never be due when the library is closed. 43

44 Library Manager Activity Use what you have learned to create, edit, and delete circulation and patron types for your site. When you are complete, set up your site's calendar. Resources On-Demand elearning Creating Library Policies Online Help Keyword search Library Policies 44

45 Library Manager CAT204 Manually Adding Titles Duration: 60 minutes Module Overview This module covers how to add individual titles to your database. Whether you are adding a book, electronic book, or something else, this module will discuss how to select the best MARC record for your database and add it. Other topics covered include how to add copies to titles and how to identify an Alliance Plus, Z-source, or a title record that is already in your database. Module Objectives When given a title, you will be able to add title records to your Destiny database using Alliance Plus and other resources to add the title to the database without creating duplicates. 45

46 Library Manager Activity Answer the following question: 1. Describe the differences between a title and copy record. 2. When might you add a title manually? 3. Before you add a title, Destiny requires you to do a search for the title in your database. Why might Destiny require this search? 4. Where can you get free ebooks? 46

47 Searching for an Existing Title Record! Search by material type.! Search by Title, Author, LCCN, ISBN, and ISSN.! You can add a title from an Alliance Plus resources, Z-sources, or create your own using the Easy MARC editor.! You can add a title, copy, and digital resources such as music, sound effects, and lesson plans to each title record. 47

48 Library Manager Title Records Alliance Plus, Z-source, and Others! Existing record is represented by red school house. If the title record is already there, and you have new copies to add, select the title record by selecting Details.! Add copies to an existing record.! Alliance Plus records are symbolized by an A+ icon.! Z-sources are symbolized by a lightning bolt. 48

49 Library Manager Adding a Title and Copy Record! First, search for a title.! Click on Save Title to add the Title to your database.! Click on Add Copies button add copies to the title record. 49

50 Library Manager Add Copies 50

51 ! The Add Copies page allows you to assign barcodes, call numbers, as well as print labels.! On-page Help clarifies what each field means. Adding Digital Resources to a Title! To add a digital resource, click on the Digital button on the right side of the screen.! It will then appear in the title record and is a searchable field from the catalog.! The content name appears as a link in the Explore! Section of the title record. 51

52 Library Manager Create a New Record! When you cannot find a title using Alliance Plus or Z-sources, you can click on the Add the Title blue hyperlink. Destiny provides a template and MARC editor to help you create a MARC record.! The MARC Editor shows you a MARC record template and allows you to fill it in. The Easy Editor provides you with blanks that you fill in. You can toggle back and forth between the views as necessary. 52

53 Create a MARC Record! The subtabs provide directions for manually creating a MARC record.! If you have any questions about what each field means, click on the on-page Help question mark for a definition. 53

54 Library Manager Change a Material Type Icon! If you would like a different icon to show up next to the book, CD, or other library item, you can change the icon from the Catalog tab, Add Title option, and Material Type Icons subtab.! Use on-page Help to guide you. 54

55 Library Manager Activity Here is your chance to add titles to your database. Use the remaining time and the trainer to add titles using Alliance Plus, Z- sources, and/or the MARC easy editor or your own MARC cataloging. If you finish early, complete the following activity. 1. True/False. The title record is an Alliance Plus title record that is not in the Destiny database. 55

56 Library Manager 2. To add copies to this title record, which button do you select? 56

57 Library Manager 3. If you cannot find a title record in the Alliance Plus or Z-source database, where can you click to create a record? Resources Quick Help - Follett ebooks Quick Help - Cataloging Titles On-Demand elearning - Title Import 57

58 Library Manager CAT201 Customizing Catalog Options Duration: 30 minutes Module Overview You can make your Destiny fit your site's needs by using the Back Office tab and Site Configuration option. Topics covered include:! Conducting Reading Program searches! Lexile Measures! Fountas and Pinnell Searches! Including a reader review! Viewing pages in Spanish, French, or English! Sorting Search Results pages Module Objectives When given different catalog options, create and edit Destiny configurations to fit your library's needs correctly. 58

59 Library Manager Activity This is a hand's on activity where you have the opportunity to set your Destiny software. The instructor will walk you through how each checkbox and option functions in Destiny. Feel free to check or uncheck as necessary. Supported Reading Program Searches 59

60 Library Manager! When you select the Reading Program, it appears in the Catalog tab. Lexile and Fountas and Pinnell Searches 60

61 ! When you select Reading Program information, you will be able to search your catalog for specific program information. 61

62 Library Manager Title Details 62

63 ! The Title Details Site Configuration option allows you to display more or less information about titles for your patrons searching the catalog. You can also switch the order of how these details are viewed by changing the option. Include reviewer s name in Library Review! When the check box "Include the reviewer's (patron) name in library reviews" is enabled, the name appears in the Catalog when the Title is searched. 63

64 Library Manager Store Basic Search Term Statistics Data! When the "Store Basic search term statistics data" checkbox is selected, you can run a report in the Back Office tab that show search results.! When the "Ignore leading articles" checkbox is selected, Destiny will ignore these leading articles: a, an, d', de, the, and ye as well as the Spanish/Portuguese and French leading articles. 64

65 Enable Search Suggestions! Select the box if you would like Destiny Quest to provide a list of terms for the patron to search by.! As a patron is typing in the Find field, a list of items will appear from a drop down menu. The patron can select the word to begin a search. 65

66 Library Manager Display Visual Search results! When you select the Elementary interface, your Visual Search results will appear in larger text, with images, and icons to help younger learners interpret the results.! If you select Standard interface, it appears as the other search results (Basic, Power, and others) do in regular font and verbiage. 66

67 Library Manager Allow guests and patrons to view select pages! When the French and Spanish boxes are checked, the buttons will appear under the Catalog tab. The user can click on the button to translate parts of the page into either language. 67

68 Library Manager Where applicable, by default, sort search results! This option allows you to set the default for how patrons view search results. Patrons have the choice to view them by Call Number or Relevance. 68

69 The Rest of Site Configuration! When the checkbox "When the last copy of a library title is deleted " is checked, a title without any copies will not appear when patrons search for it.! The title will not be deleted from the district's collection.! The "During library inventories " options allow you to create settings for your inventories. Destiny will check for shelf order based on whichever selection you choose. The Check shelf order check box must be checked in Inventory for these options to take effect. Resources On-Demand elearning - Site Configuration: Customizing Catalog Options (elcat254a) 69

70 Library Manager CIR201 Circulation Options Duration: 30 minutes Module Overview Each library media center is different, and Destiny allows you to customize the settings to meet your specific needs. This module covers how to set up and/or turn off the following:! Interlibrary Loans! Automatic fines! Explanation for waiving fines! Holds reservations! Notification sounds made during circulation Module Objectives Using your library's circulation policies, you will be able to create and edit Destiny's circulation options to fit your library's needs. 70

71 Library Manager Activity In this activity, check all the boxes that apply to your library media center.! Your site makes materials available for interlibrary loans.! When checking items in and out, would you like Destiny to count calendar days or only the number of days that the library is open?! Your site would like to make a patron's picture appear when the patron record is accessed (at checkout, to place a hold etc).! Your site uses fines for overdue, lost, and/or using library services (such as making photocopies, borrowing library supplies etc).! Your site places holds on library items. 71

72 Library Manager Circulation Options! Back Office tab Site Configuration option Circulation subtab.! On-page Help question marks provide definitions of checkbox options. 72

73 Setting Up Interlibrary Loans, Patron Pictures, Fines, and Holds! Interlibrary loan is when any item is borrowed by or loaned to patrons at another site in the district.! Calculate loan periods based on calendar days or open days.! Display patron pictures.! If you waive fines for overdue, lost, damaged, or other fine types, require an explanation for the action. Fines for overdue items can be overridden if necessary.! When setting the number of days before a ready reservation, the number will tell Destiny how many days before the patron picks up item. Make sure the number days is high enough so the holds can be processed.! Automatically deleting holds keeps your "holds" section clean. 73

74 Other Site Configuration Options! Barcode Symbology! User-Defined fields may be named and may display when you access a patron's record.! User-Defined fields can be used to organize and sort information in reports and more! Resources Online Help - keywords Site Configuration On-Demand elearning - Site Configuration: Customizing Circulation Options (elcir251a) 74

75 Library Manager CAT105 TitlePeek Duration: 20 minutes Module Overview Are you tired of not being able to judge a book by its cover? With Title Peek, you can come close. By clicking on the cover of a title in your collection, your patrons have the ability to view the title's cover, table of contents, notes about the author, and journal reviews of the title. In this module, you will learn about how to use TitlePeek to get more information about your titles, without ever taking a book off the shelves. In this module, you will learn about how to use TitlePeek to get more information about your titles, without ever taking a book off the shelves. Module Objectives When given a title record, open up Title Peek correctly. 75

76 Library Manager What is TitlePeek?! TitlePeek brings your catalog to life with pictures of book covers.! To access TitlePeek, click on the Details link. 76

77 How to Access TitlePeek?! Once you are in the title record, click on the cover of the book. Activity 1. In the next few minutes, search your Catalog for a title you know is in your library. Click on the title, and then click on the title's cover to see TitlePeek. 2. List three different types of information that can be obtained from TitlePeek. 77

78 TitlePeek and a Valid ISBN Number! For TitlePeek to function properly there must be a valid ISBN and information on the title.! As pictured above, a record without TitlePeek information appears but does not have the cover of the book. Resources Getting Started with TitlePeek 78

79 !"CAT106 WebPath Express #"Duration: 30 minutes $"Module Overview Imagine your patrons having access to thousands of online resources without having to worry about the age appropriateness of a website they might encounter! WebPath Express makes this a reality by giving your patrons instant access to thousands of Internet sites and library materials that are relevant to the topics they are studying, all constantly evaluated and tested to ensure current connectivity and appropriateness. %"Module Objectives! When given a keyword, use WebPath Express to find resource about a topic successfully.! Use the WebPath Express report to identify what the top search terms are in your library successfully. 79

80 Library Manager &"Activity Explore WebPath Express by answering the following questions. 1. How many websites can you find about amphibians? 2. How many titles can you find about football and high school? 3. If you have too many search results, what search tool can you use to narrow down your search? 4. What happens when you type the misspelled word elephants into the keyword search field? 5. If a patron has to do a report on Physical Science, but does not know what topic to choose, how could WebPath Express help this student decide on a topic? 80

81 Library Manager 6. Use Visual Search to find resources on Inventors. Write down the visual search path you can use to find the resources. 7. Bonus Question. Lilly the librarian works in an elementary school and would like to change the default search results page to show websites that are for elementary school children first. How can she do this? 81

82 Library Manager '"WebPath Express ("! Destiny automatically updates WebPath topics every month.! My Searches retrieves previous 20 searches.! Additional notes about WebPath Express 82

83 )"WebPath Usage Report *"! The WebPath Express Statistics report outlines the number of hits each topic has received in WebPath Express.! My Searches retrieves previous 20 searches. 83

84 !#"Report Results +"! This report is a simple three column table, in alphabetical order by topic, outlining searched WebPath Express topics, and when the topics were accessed. #"Resources Getting Started with WebPath Express Quick Help - WebPath Express 84

85 Library Manager CAT107 Standards Duration: 20 minutes Module Overview You and your faculty can save hours of time searching for websites and titles in alignment with your state's standards by using the Standards Search option. In this module, learn how to find the thousands of resources already aligned with your state's learning standards. Module Objectives When given a scenario, you will be able to find resources aligned with your state's (or province's) standards on the topic correctly. 85

86 Library Manager Activity A teacher in your building heard about the State Standards tool in Destiny. She would like you to help her compile a list of resources that are aligned with the state standards and have information on animals and/or mammals. 1. Use the Search subtab to find resources for her. How many did you find? 2. Identify the subject matter the standard is affiliated with (for example, Science or Geography) 3. How do you access the resources associated with each standard? 4. What search tool can you use to find resources? 86

87 Search Subtab Browse Subtab! Search subtab is used when you want to search by keyword.! Browse subtab is used when you want to browse by subject and drill down to specific topics and grade levels.! Both subtabs show you websites and titles aligned with your state's (or province's) standards. Resources Quick Help - Standards Search 87

88 Library Manager CAT110 Destiny Quest Duration: 20 minutes Module Overview Welcome to Destiny Quest, an engaging, visual, and intuitive interface for your patrons to use to search the catalog. In this module, you will learn how patrons can search for resources using keywords, limiters, auto fill, and more! Module Objectives When given the Destiny Quest interface, you will be able find resources in your catalog successfully. 88

89 Library Manager Activity In this activity, you have a chance to learn more about the student friendly interface Destiny Quest. Use the questions as a guide to learn how your students can use this intuitive interface to search the catalog. 1. Which access levels must be turned on for Destiny Quest to work? 2. Perform a keyword search. What tool can be of help to you as your typing in your search term? 3. Where can you find summary of the title? 4. How can you modify your search to include title results from a specific publication year range? 5. What other limiters does Destiny Quest offer you? 89

90 Library Manager 6. Without physically going to the book shelves, how can your patrons browse the shelf? 7. How can you see reviews of a title? 8. How does a patron know if the title has available copies or not? 9. How does a patron put a title on a list? 10. If you have enriched content, such as WebPath Express or One Search, where can you find these resources in Destiny Quest? 90

91 Library Manager Destiny Quest! The Top 10 Books and New Arrivals! Keyword search and auto fill 91

92 Library Manager Destiny Quest! Engaging and intuitive interface for students! Narrow Your Search options! Sort by Relevance or Title 92

93 Library Manager CAT102 The Interactive Catalog: Reader Reviews and What s Popular Duration: 30 minutes Module Overview Whether patrons want to rate a book or write a review, Destiny encourages patrons to interact with the Catalog. In this module, learn about how patrons can submit reviews and see the Top 10 circulating titles. Module Objectives When given a title, you will be able to place a star and written review successfully. 93

94 Library Manager What Does a Review Look Like?! Library Administrators must approve each review. You have the ability to edit! Patrons can place three different types of reviews: star reviews, written reviews, and podcasts. Patrons must have the appropriate access level to do so.! Did you know that patrons can also recommend books and other items to other patrons? They must have the access level enabled. To learn more, check out Online Help. 94

95 Find the Title! From Title record, select Reviews subtab. Rate the Title! Click on the Add Review button. 95

96 Library Manager Process the Review From the Processing Review link, approve, edit, or delete link. Activity! Find a title, and place a review. Then approve it. 96

97 Top 10 Circulating Titles! Another way patrons can interact with the Catalog is by seeing what other patrons are reading in the Top 10.! Top 10 titles in a number list with active links to the Title Record so patrons can read reviews and check copy information for availability.! Did you know that you can also view the Bottom Titles (the ones that are not circulating) too? Check the Circulation tab and Library Info option for more information. Resources Quick Help - Library reviews 97

98 Library Manager CAT103 Showcasing Your Resources Duration: 30 minutes Module Overview (1 minute) Destiny features electronic resource lists that can help you to showcase new titles as they arrive or to compile resources lists for patrons. Once you ve compiled your lists, Destiny will allow you, in a matter of seconds, to turn your resource lists into MLA-cited bibliographies and citation lists. Module Objective When given a group of resources, you will be able to create a Resource Lists and Bibliography correctly. 98

99 Resource Lists My Lists versus Public Lists! What is a Resource List?! My Lists versus Public Lists 99

100 Library Manager Viewing a Public List! Two subtabs: Library Materials and Online Resources! You can save it as a text file, , add to, sort list, print it, recon, merge titles and copies, and turn it into a MLA bibliography or citation list. 100

101 Library Manager Activity There are two ways to add resources to a list. The first procedure allows you to get very specific about which resources get into the list. The second procedure is more general and allows you to add a wide range of subjects. To add by specific title, follow this procedure: 1. Under the Catalog tab, and Library Search option, perform a Catalog search. 2. Find a title you would like to add. 3. Choose the appropriate list from the Selected List dropdown list. 4. On the right side of the screen, next to the title, select Add to this list or next to the list, select Add Page. To add by barcode, date added, subject, author, and/or call number, follow this procedure: 1. Under the Catalog tab, and Resource list option, find the appropriate resource list. 2. Next to the title of the Resource List, click on the View button. 3. Click on the Add to this List button from the I want to dropdown list, and select Go. 4. In the Select by field, select the appropriate term (barcode, subject, etc.). 5. Select the Add to List button. Resources On-Demand elearning - Using Resource Lists: Bibliographies and Citations (elcat150a) Quick Help - Resource Lists-staff Quick Help - Resource Lists-students 101

102 Library Manager CAT104 Organizing Your Resources with Copy Categories Duration: 20 minutes Module Overview The Copy Categories feature is a great way to track and organize your resources. Whether you want to promote new materials or track funding sources, you can group various copies into categories for these purposes. This module will outline how to create a copy category and assign copies to it. Module Objectives When given a Copy Category, identify how to create, edit, and delete one correctly. 102

103 Copy Categories! The Copy Categories subtab allows library staff to organize resources by subject (American History), funding source (the Joyce Fund), teacher resources (Mr. Patla's Bug List), and administrative tasks (New Copies That Need Barcoding).! Clicking on View takes you to the Search Results list where a list of copies is.! The main difference between the functionality of Copy Categories and Resources Lists is that Copy Categories allows you to put individual copies of a title into a list; resource lists put all copies of a title into a list.! On-page Help has helpful step-by-step procedures for Copy Categories. 103

104 Library Manager Activity In this activity, explore Copy Categories by answering the following questions. 1. How do you edit the name of a copy category? 2. How do you create a new copy category? 3. What does "restricted" mean? Where can you find a definition? 4. How can you sort the copy categories so they are in alphabetical order? Resources Quick Help - Copy Categories 104

105 CAT108 Reading Programs Duration: 40 minutes Module Overview Reading programs such as Accelerated Reader and Reading Counts! can be found in many schools and libraries. In this module, you will be introduced to Reading Program basics in Destiny. You will learn how to find items associated with reading programs, the process for updating quiz information, and relevant reports. Module Objectives! Search the catalog for items associated with your site's Reading Program.! Discuss the process for how to update quizzes associated with your site's reading programs.! Describe where the Reading Program is found in the Destiny record of an item.! Run relevant reports related to your Reading Program. 105

106 Library Manager Search by Reading Programs in the Catalog! Patrons can search by Reading Programs once the programs have been enabled in Destiny. Accelerated Reader, Reading Counts, and Lexile measures can be searched by selecting the program from the Search Reading Programs drop-down menu.! If the Reading Programs limiter does not appear on the Catalog page, check your Back Office tab, Site Configuration option, and Catalog subtab to ensure Supported Reading Program Searches is selected correctly. 106

107 Library Manager Updating Quizzes! Before you do anything in Destiny, you must work with other software (i.e. Enterprise) to get reading programs quiz information in one file.! Once your Reading Program's quiz file is on your desktop or another known location, click on the Upload AR/RC Quiz File hyperlink. 107

108 Library Manager Step-by-Step Procedure for Reading Programs! Each Reading Program has its own step-by-step procedure for uploading the quiz file. Click on the on-page Help to see these procedures.! The second screen shot with two arrows outlines where you can click for specific step-by-step procedures for each Reading Program. 108

109 Downloading Reading Program Info! After you have uploaded the AR/RC quiz information, select the applicable radio button from step 2. When ready, click on the Download button. Your results will be sent to the Job Manager.! The delete all quizzes of the selected program before updating check box is used when you have duplicate quiz information. This option will delete all of the existing quizzes in your database and replace them with the information in the quiz download. 109

110 Library Manager Editing Individual Quizzes! From the Catalog tab and Library Search option, you can do a search for a title whose quiz information you would like to update and/or edit.! From the title record, you can click on the Edit Quiz button to add or edit Point Value, Reading Level, Interest Level, and Quiz Number. 110

111 Reading Program Reports! The Reading Program report lets you compare which titles in your collection have quizzes, still need quizzes, and which quizzes may need to be attached to titles. 111

112 Library Manager Reading Program Reports! The Reading Program report allows you to create a report that outlines Reading Level, Point Value, and quizzes with no matching titles, titles with no matching quizzes and titles with Quizzes. Resources Getting Started with Reading Programs Quick Help - Reading Programs 112

113 CAT109 One Search Duration: 30 minutes Module Overview One search provides one-stop search for online resources for your patrons. It allows patrons to search the catalog and online resources all at the same time. In this module, learn how to use One Search to get search results, some basic administrative duties, and how to run a One Search Statistics Report. Module Objectives! Use One Search to get online and title search results.! Save resources to a list.! Run a One Search Report. 113

114 Library Manager Activity A student approaches your Circulation desk and would like to find more information about the American Revolution. Use One Search to help you find information for this student. 1. From the Catalog tab and Library Search option, type the search term American Revolution and click on the One Search button. What types of results do you see? 2. What is under the Online Resources subtab versus the Titles subtab? 3. How do you add this to a Resource List? 4. How do you find a title related to your search term? 114

115 Setting up One Search! Under the Catalog tab, Search Setup option, and One Search subtab, you can edit database information and IP Verified Subscriptions.! The on-page Help offers step-by-step procedures for how to add, edit, and delete databases, as well as providing IP verified subscription information.! Editing a database. 115

116 Library Manager Running a One Search Usage Report The One Search Database Usage Report outlines usage statistics for the configured database sources. 116

117 Library Manager A One Search Usage Report The One Search Database Usage Report is a clean report divided into columns and rows displaying usage from different patrons. Resources Getting Started with One Search - keyword One Search 117

118 Library Manager CAT202 Setting Up the Visual Search Page Duration: 40 minutes Module Overview To enhance the search feature for patrons of all ages and learning styles, Destiny has the ability to search the catalog using graphics, pictures, and icons. With the right access level permission, you can set up Visual Search searches based on faculty assignments, age level, and more. This module will outline how to use Visual Search, import graphics, and create searches. Module Objectives When given a search topic, create a visual search using graphics, websites, and search terms correctly. 118

119 Visual Search Page and Set Up! Visual Searches are all preconfigured searches that lead patrons to specific search results.! You can edit the graphic, the resources, and the title of the search.! You can set up searches to take your patrons directly to websites or titles in your collection.! Click on the Catalog tab and Search Setup option to edit Visual Search. 119

120 Library Manager Setting up Visual Search! The Visual Search Setup functions like this: When a patron arrives at the Visual Search page, the patron sees graphics of Animals, Famous People etc. (symbolized by folders).! Then, the patron clicks on the Animals graphic and sees graphics of bears, birds, cats etc. (symbolized by magnifying glasses).! Then, a patron clicks on bears and is taken to titles about bears. 120

121 Library Manager Setting up Visual Search! To keep searches intuitive, it is important to organize topics into groups. When setting up a Visual Search, you may first need to set up a group in which to create searches.! Groups are symbolized by a folder. Actual searches are symbolized by a magnifying glass.! What are some searches you would like to have on your Visual Search page? What groups could you create to organize them? 121

122 Library Manager Creating a Visual Search Activity Your instructor will demonstrate how to create a group and then perform a search attached to the group. 1. The group will be Author of the Month. The searches will be Dr. Seuss titles. To add a group to the Visual Search Home, click on the folder on the same line as the Visual Search Home. 122

123 Library Manager 2. Create a name for the Visual Search. Browse to an image. (Over 400 images available in Destiny online Help. Use keyword graphics.) Click Save. 3. To add a search, click on the Magnifying Glass icon to the right of the appropriate Visual Search folder. 123

124 Library Manager 4. Create a name; select an action, type search terms in the Power Search option, and browse to an image. Select Save. 5. Access the Catalog tab, Library Search option, Visual Search subtab to see your search. 124

125 Library Manager Activity For the remaining time, create your own Visual Searches. Use the on-page Help and online Help to help you build, edit, and delete searches. Resources On-Demand elearning - Setting up Your Visual Search Page Online Help- keyword Visual Search 125

126 Library Manager CAT203 Importing Titles Duration: 40 minutes Module Overview Importing titles from a vendor is a common way to get title records into your collection. In this module, you will learn about the different options for importing records. Module Objectives When given a vendor disk, you will be able to import titles without creating any duplicate titles or incorrect copies. 126

127 Library Manager Importing Titles! This page allows you to select options for importing titles.! It is divided into sections: Title Matching, Copy Matching, Assign Copy Information, and Import File.! The defaults are the "best practices" unless your site has other specific needs. 127

128 Library Manager Title Matching Before importing title records, Destiny checks to see if the title already exists to avoid creating duplicate records.! Do you want to enable the checkbox Let records without standard numbers match? Why or why not?! Do you want to enable the radio button Replace the existing title? Why or why not?! What does the radio button Skip the incoming title mean?database.! What will the radio button Always add the incoming title replace? 128

129 Copy Matching! Skip the incoming copy! Replace the existing copy! Always adds the incoming copy record 129

130 Library Manager Assign Copy Information! By clicking on the Update button, you can categorize and label the copies you are importing. Destiny does not require you to do this. 130

131 Assign Copy Information! The Assign Copy Information page allows you to give the resources a Circulation Type, Sublocation, Vendor, and Funding Source.! Circulation types are set up in the Back Office tab, Library Polices option.! Copy Categories! Sublocation, Vendor, and Funding Source information is accessible from the Add Copy and Edit Copy pages. 131

132 Import File! Adding the titles in the import file to a list.! The importance of previewing before importing. 132

133 Library Manager Activity Answer the following questions. Your instructor will review the answers with you. 1. True/False. Destiny defines a "better" title record as one that is more accurate. 2. True/False. When importing titles, the library staff can also assign a circulation type to copies. Resources On-Demand elearning - Import Titles 133

134 Library Manager CAT301 Adding Z-sources Duration: 30 minutes Module Overview If you manually add your titles to your database and would like a range of MARC records to choose from, this might be the module for you. This module explores what a Z-source is, what the technological requirements are for Z-sources, and how to know if it's working. Module Objectives When given websites with access to Z-sources, test a Z-source for title information correctly. 134

135 Library Manager Activity Use online and on-page Help to answer these questions. This will help you to find resource available to help you add z-sources now and in the future. 1. True/False. You can add a Z-source under the Catalog tab, and Add Title option. 2. True/False. A Z-source cannot be used to find additional MARC records for your database. 3. True/False. A Z-source is the same thing as Alliance Plus. 4. True/False. Z-sources can be used to help you find MARC records that have already been created by other libraries world wide. 5. True/False. By default, Destiny's access levels are setup up to allow the Site Administrator and Library Administrator users to add Z-sources 135

136 Library Manager Adding a Z-source! Under the Catalog tab, Add Title option, and Update Z- Sources subtab, you can add Z-sources.! When you click on the Add Z-Source button, you are automatically taken to a page that asks for information about the Z-source you would like to add.! To get this information, visit websites with Z-sources. 136