What’s New in Destiny
Version 12.0
© Copyright 2014 Follett School Solutions, Inc.
What’s New in Destiny 12.0
Contents
Destiny 12.0 Features ������������������������������������������������������������������������������������������������� 3
Destiny Library Manager ��������������������������������������������������������������������������������������������� 5
Universal Search ��������������������������������������������������������������������������������������������������������������� 7
Enhancements to RDA Support �������������������������������������������������������������������������������������� 13
New Material Type Icon ��������������������������������������������������������������������������������������������������� 17
Destiny Asset Manager ���������������������������������������������������������������������������������������������� 19
Asset Value Report Enhancement ���������������������������������������������������������������������������������� 21
Servicing Teams ������������������������������������������������������������������������������������������������������������� 23
Help Ticket Queue Enhancements ���������������������������������������������������������������������������������� 27
Destiny 12.0 Automatic Update Features ������������������������������������������������������������������ 29
Copy Transaction Data Report Enhancement ����������������������������������������������������������������� 31
Circulation by ISBN ��������������������������������������������������������������������������������������������������������� 33
Training Resources ���������������������������������������������������������������������������������������������������� 35
New Destiny Training Toolkits ����������������������������������������������������������������������������������������� 37
© Copyright 2014 Follett School Solutions, Inc.
© Copyright 2014 Follett School Solutions, Inc.
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What’s New in Destiny 12.0
Destiny 12.0 Features
Welcome to Destiny® 12.0. The new version incorporates many of your suggestions, and
we’re confident you’ll find that the enhanced features and functions of Destiny 12.0 meet your
needs. This document introduces you to the Destiny 12.0 features available in Destiny® Library
Manager™, Destiny® Textbook Manager™, and Destiny® Asset Manager™. We know you’ll want
to start using these enhancements right away.
Library Manager
Universal Search: This new optional search interface lets patrons look for all available resources,
including books, eBooks, and digital content from WebPath Express or One Search.
Enhancements to RDA Support: Destiny supports cataloging outlined in Library of Congress’
Updates 16 and 17 and the display of all cataloged Edition statements (tag 250).
New Material Type Icon: Follett has updated the default sound recording (nonmusical) material
type icon.
Asset Manager
Asset Value Report Enhancement: An asset item’s acquisition date shows on the Itemized version
of the Asset Value report.
Servicing Teams: You can add, edit, and delete servicing team members and the head of a
servicing team. Help tickets assigned to a servicing team or team member appear in the Help
Ticket History and on the Deleted Assets report.
Help Ticket Queue Enhancements: The help ticket queue can be limited using any combination of
filters.
Destiny 12.0 Automatic Update Features
Library Manager
Copy Transaction Data Report Enhancement: The Copy Transaction Data report now includes the
user ID, first name, and last name of the staff member who performed the transaction and any
“Transaction Blocked” messages.
Textbook Manager
Circulation by ISBN: Unbarcoded textbook copies can be circulated by scanning the ISBN.
This document provides a brief description, along with step-by-step instructions if applicable, of
the new and updated features and functions in Destiny 12.0. It also notes the permissions and
access levels required to access the updated functionalities.
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What’s New in Destiny 12.0
Destiny 12.0
Features
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What’s New in Destiny 12.0
Destiny Library Manager
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What’s New in Destiny 12.0
Library Manager
Universal Search
Feature Description:
Universal Search is a new optional search interface that lets patrons search for all available
resources, such as books, eBooks, and digital content from WebPath Express or One Search.
Feature Information:
Configuring Universal Search
In order to use Universal Search, you must ensure:
• Destiny is available on the Web.
• Your district Destiny URL is configured.
• A valid port (80 or 443) is used.
If you are using Internet Explorer, Universal Search requires IE9 or IE10. Universal Search cannot
be accessed in the IE Compatibility View, which is used for accessing sites that were designed for
IE8 or earlier. If your district uses specific websites that require Compatibility View, your district
can list the specific URLs that require Compatibility View. The global options Display all websites in
Compatibility View and Display intranet sites in Compatibility View should be unchecked in Internet
Explorer’s Compatibility View Settings.
For more information on system requirements, see Destiny Help > Home > Technical Docs >
Destiny System Requirements – Workstation and Mobile Devices.
When you install or upgrade to Destiny 12.0, if Destiny is not able to authenticate the correct
URLs with Universal Search, the Destiny Admin user will receive a message upon signing in that
an externally available URL and port must be configured to use Universal Search. You can click the
Don’t remind me again checkbox to make the message permanently disappear.
To configure Universal Search:
1.Login as a Destiny Admin.
2.On the District Welcome page, select Setup > District Options.
3.Click Edit next to Universal Search Settings.
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4.Enter the Destiny Server External Address and the Port.
5.Click Save.
After Universal Search is configured, permissions will be available and need to be enabled for
patrons to see the Universal Search option.
Entering and Exiting Universal Search
Only patrons with the Search using Universal Search permission will see Universal Search on the
Catalog tab. When a patron selects Universal Search, it opens in the same window.
Guests that have the Allow Guests to exit Universal Search permission, as well as all logged-in
patrons, have the Exit link. After clicking the Exit link, the Universal Search page in Destiny opens.
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What’s New in Destiny 12.0
Logging In
Patrons that are logged into Destiny will not have to log into Universal Search. A patron can be one
of three types in Universal Search:
• Guest: These patrons can search for materials.
• Shared Account: (from Follett Shelf—previously Guest): These patrons can search for materials
and open Follett eBooks. If they want to check out or hold an eBook, they must log in with their
personal credentials.
• Logged-In User: When a patron clicks or taps the Login link, a login box appears.
A successful login presents the patron with features based on the patron’s permissions. The
patron’s name appears at the top.
If the credentials don’t match, an error message appears and the patron gets another chance to log
in.
Logging Out
A Logout link appears on desktops, tablets, and phones. When a patron clicks the link, Universal
Search closes the user’s session and reopens the main Universal Search page.
Searching
Patrons can search using:
• Keyword (default; accepts any search term, including ISBN)
• Title
• Author
• Subject
• Series
• Note
• ISBN
• Tags (searches curriculum tags if the patron, usually a teacher, has the Search curriculum tags
permission)
Note: Due to space limitations, these search options do not appear on phones.
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(For Keyword searches only) When a patron begins to enter search criteria into the search box, the
following occurs:
• Universal Search offers up to 10 suggestions.
• Only suggestions that produce positive results appear.
• Universal Search’s suggestion service uses a customized dictionary to filter out profanities and
misspellings.
It does not look at Destiny’s filtered terms list (Back Office > Site Configuration > Catalog >
Search Settings) or the district’s stop word list (Update District Options > District Stop Words).
After a patron types their search term, the search results appear on the All tab. Ribbons appear, if
there are search results, in the following order:
• Books
• eBooks
• Websites (Includes the One Search databases configured in Destiny. WebPath Express will also
appear, if your school subscribes.)
• Curriculum tags (if applicable)
The Sort by drop-down options are sticky for the session. If there are more than eight results on
the page, patrons can click the See more results link at the bottom of the list.
If search results can be narrowed, limiter(s) appear in the Narrow by list; otherwise, limiters do
not appear.
On the cover of a title is a badge indicating the title’s availability. The only statuses that appear
are In or Out, or in the case of Follett Shelf eBooks, Unlimited (infinity symbol). No availability is
shown for publisher-hosted content.
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What’s New in Destiny 12.0
eBooks
• The Open button appears on Search Results and Title Details for Follett Shelf eBooks if there are
copies available.
• Logged-in patrons (Destiny or Shared Account) can click the Open button to read eBooks online.
Patrons do not need to install the Enlight reader for Follett Shelf eBooks because the reader is
incorporated into Universal Search. Non-Follett Shelf eBooks will open the website listed in the
item’s MARC record 856 tag.
• If there are no copies available, the Open button is replaced by a Hold button.
• A copy opened at the same time by another patron is marked In Use.
• Clicking the Open button without being logged in will cause a login dialog box to appear.
• The Checkout button will appear if copies are available.
• If a logged-in patron has the title checked out, they see a Return Early button.
• Publisher-hosted content will just show an Open button.
• Unlimited titles always have an Open button and a Checkout button but never a Hold button.
• The permission to place a hold on a Follett Shelf eBook comes from Follett Shelf.
Tags
• Tags empower users with the Search curriculum tags permission (generally teachers) to easily
find the best educationally relevant materials.
• Curriculum tags are applied to titles by curriculum experts at Follett.
• Tags apply not only to titles purchased from Titlewave but to any title with ISBN tagged by
Follett experts.
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Permissions:
Searching
Search using Universal Search
Search all library sites through Universal Search
Use Universal Search by default
Search curriculum tags
Exiting Universal Search
Allow Guests to exit Universal Search
Importance:
Students and teachers can use one interface to search for all available resources on many different
types of devices. Universal Search was developed using responsive design and is accessible from all
types of devices; this means the features remain constant regardless of device.
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What’s New in Destiny 12.0
Library Manager
Enhancements to RDA Support
Feature Description:
To comply with RDA, Destiny now supports the cataloging of the new tags, subfields, and codes
outlined in Library of Congress’ Updates 16 and 17. It also supports the display of all cataloged
Edition statements (tag 250).
Feature Information:
Cataloging
The following table shows the updated codes that you can include in the MARC record:
Tag
Content
Comment
#
Position
Description
Code
Description
008
20
Format of music (006/03)
a
Full score
updated
definition
008
20
Format of music (006/03)
l (ell)
Score
new code
008
20
Format of music (006/03)
z
Other
updated
definition
The following table shows the updated tags, indicators, and subfields that you can include in title
details:
Tag #
Description
020
International
Standard Book
Number
Edition
statement
Repeatable
Indicators
Subfields
Appears in
Title Details?
New subfield:
Yes
_q Qualifying
information (R)
subfield _a and
every subfield
_q
Y
New subfield:
(was N)
_3 - Materials
specified (NR)
Classic displays
subfields _a
and _b of all
250s.
250
Quest displays
only the first
250.
Physical
description
300
Y
(wasn't
displaying
multiple
tags)
Classic displays
all 300 tags.
Quest displays
only the first
300.
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Tag #
Description
Subject
Added Entry Chronological
Term
648
Repeatable
Indicators
Indicator 1 is
now defined:
Type of date or
time period
Subfields
Appears in
Title Details?
No change
Just subfields
_a, _v, _x, _y,
and _z
# - No
information
provided
0 - Date or time
period covered or
depicted
1 - Date or time
period of creation
or origin
Viewing Title Details
Patrons can now view all cataloged Edition statements (tag 250) in Destiny Classic and one Edition
statement in Destiny Quest and Universal Search.
Edition statement (tag 250) in Destiny Classic:
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What’s New in Destiny 12.0
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Edition statement (tag 250) in Destiny Quest:
Edition statement (tag 250) in Universal Search:
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Permissions:
Cataloging
Manage titles: Edit
Viewing Title Details
Use Library Search
Importance:
You can now include more tags, subfields, and codes in your title detail records based on Library of
Congress’ updates to RDA.
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What’s New in Destiny 12.0
Library Manager
New Material Type Icon
Feature Description:
The material type icon for sound recording (nonmusical) has been updated to be consistent with
that in Follett Shelf.
Feature Information:
The new sound recording (nonmusical) material type icon is as follows:
Material type
Sound Recording
(nonmusical)
Subtype
(LM only)
Audiobook
(publisher-hosted)
Standard
icon
Elementary
Visual Search
icon
OLD
NEW
Importance:
You can now easily make the connection between sound recording (nonmusical) materials you are
looking for in Destiny and in Follett Shelf.
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What’s New in Destiny 12.0
Destiny Asset Manager
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What’s New in Destiny 12.0
Asset Manager
Asset Value Report Enhancement
Feature Description:
The Itemized version of the Asset Value report now includes the acquisition date.
Feature Information:
When you run an itemized version of the Asset Value report, an Acquired column appears. The
Acquired column will include the date from the Date Acquired field in the item record; otherwise,
the column includes the date the item record was created.
To create an itemized Asset Value report:
1.Select Reports > Asset Reports > Asset Value.
2.Make appropriate selections for each option.
3.Select Itemize from the Show drop-down list.
4.Click Run Report.
5.On the Report Manager page, click the View hyperlink next to Asset Value Report.
6.Click Report to view your report.
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Permission:
Generate Asset Reports
Importance:
You can view the value and age of your assets when you run an itemized Asset Value report.
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What’s New in Destiny 12.0
Asset Manager
Servicing Teams
Feature Description:
In version 11.5 of Destiny, schools and districts could create servicing teams responsible for asset
repairs, designate a team head, and assign teams to the asset templates. Now, you can add, edit,
and delete servicing team members and the head of a servicing team. Help tickets assigned to a
servicing team or team member appear in the Help Ticket History and on the Deleted Assets report.
Feature Information:
Add Members to a Servicing Team
You can add, edit, and delete members of a Servicing Team and name a head of the team. The
servicing team is visible across the district; however, team members are site-specific.
To add members to a servicing team:
1.Select Catalog > Add Asset > Edit Templates.
2.Add a new template or edit an existing template.
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3.Select the Assign repair responsibility checkbox if not already selected.
4.Next to Servicing Team, click Other.
5.Click the Edit icon.
6.Search for and select a patron for the team. You cannot assign a patron to a team if that patron
has only a district login.
7.To remove a team member, click the Delete icon next to the person’s name.
8.To name the head of the servicing team, click Select if it’s not defined yet or Clear and then
Select if it is.
9.Click Save.
The Servicing Team page has a Members Assigned column, which includes the head of the team.
The servicing team appears on the Add Template and Edit Template pages. If a template has a
servicing team assigned to it, any template below it inherits the servicing team.
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What’s New in Destiny 12.0
Assign a Help Ticket to a Team Member
Help tickets created in the Catalog or in MyInfo are automatically assigned to the head of the team.
With access to the Back Office tab, Help Tickets option, you can create help tickets and now you
can reassign tickets.
To assign a help ticket to a team member:
1.Select Back Office > Help Tickets > Track.
2.Click either New Ticket or the Edit icon next to an existing ticket.
Note: If you are starting a new ticket, team selection lists do not appear until you select the
item.
3.Select the team and a team member from the Servicing Team lists.
If you select a servicing team but not a team member, the assignment defaults to the team head.
Tickets will remain Unassigned if there is no team head or the team head is removed. This means
that if you select a team without a head, the ticket is still classified as Unassigned; it does not
become Open or Pending. When a team is deleted, Destiny converts the Servicing Team assignment
to an Individual assignment, retaining the team member as the Individual.
4.Click Save.
Help Ticket History and Deleted Assets Report
The assigned Servicing team and member appear in the Help Ticket History and on the Deleted
Assets report.
To view Help Ticket History:
1.Select Back Office > Help Tickets > Track.
2.Click the Edit icon next to an existing ticket.
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3.Click the View History button.
Transfer Asset Items
The following occurs when transferring an asset item to another site:
• Help tickets assigned to a district servicing team will continue to be assigned to the district
servicing team. A district servicing team can be assigned to any item at any site.
• Help tickets assigned to an individual will remain assigned to the individual. Offsite patrons can
be assigned to help tickets.
• If a help ticket is assigned to a local servicing team and a member, both will be unassigned.
• A Help Ticket History item is created for each “unassignment.” That is, if the patron and team
were both unassigned, two entries appear in the History.
Merge Duplicate Patron Records
If you merge duplicate patron records and one of the records has the patron as a servicing team
head or member, the preferred patron record will continue to list the patron as the servicing team
head or member. If the patron record to be deleted has the patron as the head of a servicing
team, and the preferred record has the patron as a member of the same team, the preferred record
becomes the head of the servicing team.
Permissions:
Manage asset templates
View asset item
Access asset history
Transfer/Receive asset/items
Merge duplicated patron records
Importance:
Servicing teams are more visible throughout Asset Manager. With the ability to add, edit, and
delete servicing team members, the Help Ticket manager can assign team members to help tickets.
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What’s New in Destiny 12.0
Asset Manager
Help Ticket Queue Enhancements
Feature Description:
Help Ticket managers and servicing team members can limit the help ticket queue using any
combination of several filters.
Feature Information:
Team members can quickly limit the list of help tickets to the ones they need to work on. Once a
user applies the limiters, they are still applied when the user logs in again.
To customize your view of the queue:
1.Select Back Office > Help Tickets > Track or Archive.
2.Click the Customize View link.
3.Enter or select any of the cumulative limiters:
• Find all Help Tickets where: Displayable Name, Barcode number, Ticket number, Issue
Summary, or Issue Details.
▪▪
Barcode number and Ticket number return only exact matches.
▪▪
Displayable Name, Issue Summary, and Issue Details are “Contains” searches that accept
wildcards (*?) as part of the search term.
• If you are a district asset manager, click the Look in button to view a particular site.
• Date Created: Before, on, or after a date.
• Assigned to: A servicing team, a team member, or any individual patron.
• Requested by: Any individual patron.
• Ticket status: Open, Pending, or Unassigned.
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The following fields are available at a site; they are also available to a district asset manager
after selecting a site from the Look in list:
• Home Location
• Custodian
• Funding Source
• Department
4.Click Update.
Permission:
Manage help tickets
Importance:
You can now customize the list of help tickets to view just what you need.
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What’s New in Destiny 12.0
Destiny 12.0
Automatic Update
Features
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What’s New in Destiny 12.0 - Automatic Update Feature
Library Manager
Copy Transaction Data Report Enhancement
Feature Description:
The Copy Transaction Data report now includes the user ID, first name, and last name of the staff
member who performed the transaction and any “Transaction Blocked” messages.
Feature Information:
When you run a Copy Transaction Data report, the OriginatorUser, OriginatorFirstName,
OriginatorLastName columns appear. The columns include the user ID, first name, and last name of
the staff member who performed the transaction. Any ‘circulation blocked’ messages will appear in
the TransType column.
To create a Copy Transaction Data report:
1.Select Reports > Library Reports > Copy Transaction Data.
2.Enter a date range for the transactions you want to include on the report.
3.To include checkins of materials used in the library, select the Include in-library use check
box.
4.If it appears, select the Include associated Patron Data check box to include the patron data
associated with each transaction.
Note: For this check box to appear, you need the Access library checkout history or Access media
checkout history permission in your Access Level.
5.Click Extract.
6.On the Report Manager page, click the View hyperlink next to Copy Transaction Data.
7.Download the XML File and then open it with Excel to view your report.
Permissions:
Generate library collection reports
Importance:
The additional fields on the Copy Transaction Data report provide a more detailed representation of
your circulation activity.
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What’s New in Destiny 12.0 - Automatic Update Feature
Textbook Manager
Circulation by ISBN
Feature Description:
Schools can now circulate unbarcoded textbooks by ISBN.
Feature Information:
You can now circulate unbarcoded textbook copies by ISBN. Users can scan the ISBN number of a
textbook to check out using the To Patron option. Unbarcoded textbooks can be checked in globally
in Update Patrons or individually in Patron Status.
To allow checking out a textbook by ISBN
at a site:
1.Select Back Office > Site
Configuration > Circulation.
2.Select Allow unbarcoded textbooks
to be checked out by ISBN.
3.Click Save.
To check out textbooks by ISBN:
1.Select Circulation > Check Out
Text > To Patron.
2.Scan or type the patron’s barcode
ID.
3.Scan or type the textbook’s ISBN.
4.Click Check Out next to the title.
5.For additional checkouts, scan the
next ISBN or copy barcode.
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To check in textbooks by ISBN:
1.Select Circulation > Patron Status.
2.Find the patron in Patron Status.
3.Click Check In next to the unbarcoded
copy.
To globally check in textbooks:
1.Select Back Office > Update Patrons > Global Check In.
2.Select Unbarcoded Copies, Barcoded Copies, or both.
3.From the Associated with drop-down, select to check in copies that were checked out to
patrons at your school, or to any patron.
4.Optionally, to limit the checkins by title or ISBN:
a.
Select the With check box.
b.
Select Title or ISBN from the list.
c.
Enter the title or ISBN.
d.
Click Search.
e.
Select the desired title(s) from the list that appears.
f. Repeat as needed.
The titles move to the Selected Titles list.
5.Click Check In and, after noting the quantity, click Yes on the confirmation message.
Note: If you do not limit by title or ISBN, all checked-out items (barcoded, unbarcoded, or both,
depending on the options selected) owned by this school are checked in.
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What’s New in Destiny 12.0 - Automatic Update Feature
Permission:
Check in textbooks > Globally check in textbooks
Importance:
Schools can circulate unbarcoded textbooks now and barcode them at a later date.
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What’s New in Destiny 12.0
Training Resources
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New Destiny Training Toolkits
Do you know about all of the great new Destiny training toolkits? Your district can use the toolkits
to train new users, provide existing users with refresher workshops, or direct users to DIY learning.
Toolkits combine a lesson plan with supporting
videos and quick reference guides for a truly
blended learning solution. Lesson plans help
users focus on what they need to be able to
do in Destiny. Then, they learn how to perform
those specific tasks. Videos are approximately
five minutes long and aimed at every Destiny
user – students, parents, teachers and staff, and
librarians. The printable quick reference guides
contain step-by-step instructions, which you
can refer to during training or afterwards as a
refresher.
Lesson plans use the Plan/Apply/Assess
curriculum model:
• Plan: Users answer questions to find the
information they need to perform their roles.
For example, “Which users will you let manage
their own username and password?” and “Can
all students have the same access level?”
• Apply: With the help of a leader or trainer,
users complete the hands-on tasks in Destiny
that they targeted in the Plan section.
• Assess: Users complete an Assessment
Checklist to indicate specific tasks they are
comfortable with and ones they might need
more help with in the future.
Library Manager Essentials Lesson Plans, used
during your initial Library Manager training, help
you find and circulate library materials, build your
catalog, and report on library data. The Lesson
Plans include:
• Getting Started in Destiny
• Managing Patron Records
• Locating Resources
• Searching with Universal Search
• Circulating Library Materials Efficiently
• Building Your Catalog
• Configuring Library Manager for Your School
• Reporting on Library Data
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To view all the available lesson plans, videos, and quick reference guides:
1.Click Help.
2.Select Contents.
3.
Scroll to the bottom of Contents and click Videos and more.
4.
Click the Videos and more… hyperlink.
Check the Destiny Training Toolkits page periodically, as new material is added often.
© Copyright 2014 Follett School Solutions, Inc.