Quick Reference Guide
Using Follett Remote for Offline Circulation
Follett Remote can help you check materials out and in during your conversion to
Destiny®. It also provides circulation capabilities in the event Destiny becomes suddenly
unavailable due to connectivity issues, once your migration is complete.
Preparing for Use
It’s important to prepare for offline circulation prior to use. The following list of items will
help you ensure you are ready:
• Designate one workstation per site for the purpose of offline circulation. Download
and install the Follett Remote utility on this workstation.
• Print or acquire a list of patron barcodes sorted alphabetically by last name or by
homeroom. Scannable barcodes are preferred.
Important: You must use the same patron barcode numbers that will be used in Destiny
(most commonly the patron’s district id) or you will not be able to consolidate transactions if
the patron barcodes do not match.
•
Test the utility by checking a few items out and in. Be sure to delete the practice files,
to avoid confusion later.
Downloading Follett Remote
The Follett Remote utility can be downloaded and installed by accessing one of the
following hyperlinks.
Windows:
http://www.FollettSoftware.com/extranet/?content=t_softwares&dlID=13
Macs:
http://www.FollettSoftware.com/extranet/?content=t_softwares&dlID=17
Note: You will be prompted to login to the website.
Follett Remote captures information and creates a file that you can upload into Destiny.
When starting Follett Remote for the first time you will be asked where you want the
utility to save the files. You should save all files in one location that is easily accessible
and available if the network is down (the default location is recommended).
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To change the file location:
1. Select File > File Locations in the main menu.
2. Click the Change button next to the file type field.
3. Choose the desired Circulation data folder in the Browse for Folder pop-up
window.
4. Click the OK button to select the new location.
5. Repeat for the other three file types.
6. Click the Save button to apply your changes.
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Checking Out Materials
To check out materials to a patron, open the utility and complete the steps listed below.
1. Click the Check Out button.
2. Scan or type the patron’s barcode number into the Scan patron field.
Note: If typing information into Follett Remote, hit the Enter key after you’re finished.
3. Scan or enter the copy barcode(s) in the Scan copy field.
4. When you’re finished, click the New Patron button to move on to the next person.
Important: If you accidentally scan an item incorrectly, do not select Erase Scans in the File
menu or it will delete all the current day’s data.
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Checking In Materials
To check in materials using Follett Remote, follow the sequence listed below.
1. Switch to the Check In screen by clicking the Check In button.
2. Scan or enter the copy barcode number into the Scan copy to check in field.
3. Repeat, as needed.
Follett Remote files are stored as .txt (text) files. These files contain the barcode
information Destiny uses to update transaction records. The files are saved daily by date
when you close out of the utility and must be uploaded into Destiny in chronological
order.
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Uploading Circulation Files to Destiny
Once you have connectivity to Destiny, log in to Library Manager and follow these steps
to upload your files:
1. Click the Circulation tab > Offline Circulation option.
2. Click the Browse button to locate the file with the earliest date.
3. Click the calendar icon to select that file date.
Note: Be sure the date in the Transaction File box matches the calendar date you selected.
4. Click the checkboxes to select your desired import options.
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5. Click the Upload button to import your file.
Note: If you attempt to upload a file that has no transaction information, Destiny will prompt
you to select another file. This may occur if you erased all transactions from a Follett Remote
file.
6. The Upload button links you to the Job Manager. When the job is finished, click the
View hyperlink to see your report.
7. Review and print your report, if desired.
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