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2. In the appropriate row, click Import. The Import Titles page appears.
3. In the Title Matching section, select how you want Library Manager to compare the incoming records for a
match in your catalog:
l Strict: Follett recommends strict title matching, which requires a match on the LCCN, ISBN, or ISSN, plus
the title and material type. If the author and publication dates are present, they are also compared.
However, you can choose Remove the author requirement from the strict matching rules. If an
incoming record contains a 13-digit ISBN and your district collection record has the 10-digit form of that
ISBN – or the reverse – Library Manager considers them the same ISBN.
l Relaxed: You can choose to have Library Manager match title records based on title, material type,
author, and publication date if a standard number is not found. If you don't mind that a title has different
publication dates and standard numbers, you can also choose Remove the standard number and
publication date requirements from the relaxed matching rules.
4. Select how you want Library Manager to handle incoming records if its MARC record data matches existing
records in your catalog.
Note: Follett recommends you replace your existing title records with the import records if they have
more information. By default, Library Manager replaces the existing records, but preserves and merges
local tags or fields of information that apply specifically to your library.
5. In the Copy Matching section, select how you want Library Manager to handle any copy records where an
incoming barcode matches a barcode already in your catalog.
Note: Follett recommends you skip the duplicate incoming copy. If you choose to skip an incoming copy
when the barcode matches an existing copy’s, the report generated at the end of the import will identify
any skipped copies. You need to add these copies manually.
6. In the Assign Copy Information section, click Update. Complete any of the following fields.
Field Definition
Circulation Assigns all the copies in the import file to a specific circulation type.
Type
Note: Selecting this option will assign every item in the import file to the
selected circulation type. Follett does not recommend selecting this option if
the import file contains materials with various circulation types.
Based on Call Assigns the copies in the import file to different circulation types.
Number
Note: To review or update the library’s circulation type/call number
associations, click Update.
Copy Assigns all the copies in the import file to one or more copy categories that was
Categories created prior to the import.
Note: To select the appropriate category descriptions, click Assign, and then
click OK.
Vendor Assigns copies in the import file to a vendor. Select the appropriate vendor from the
Vendor drop-down.
Funding Source Assigns the copies in the import file to a particular funding source.
Note: Deselecting this checkbox will create a record of every title and detail in the import file on the
import report.
d. To list possible duplicate titles in the report summary after the import, select List possible duplicate titles
in the Job Summary after import.
Note: Follett recommends that you check the results before importing the records so you can decide
whether the import settings need adjustment.
9. Next to the Import Preview job, click View to review the summary.
10. To proceed with the import, click Import. Job Manager appears.
11. Next to the Title Import job, click View.
Note: If any copies show as “skipped” on the report, you must add them manually.
the title and material type. If the author and publication dates are present, they are also compared.
However, you can choose Remove the author requirement from the strict matching rules. If an
incoming record contains a 13-digit ISBN and your district collection record has the 10-digit form of that
ISBN – or the reverse – Library Manager considers them the same ISBN.
l Relaxed: You can choose to have Library Manager match title records based on title, material type,
author, and publication date if a standard number is not found. If you don't mind that a title has different
publication dates and standard numbers, you can also choose Remove the standard number and
publication date requirements from the relaxed matching rules.
3. Select how you want Library Manager to handle incoming records if its MARC record data matches existing
records in your catalog.
Note: Follett recommends you replace your existing title records with the import records if they have
more information than your records. By default, Library Manager replaces the existing records but
preserves and merges local tags or fields of information that apply specifically to your library.
Note: Follett recommends you skip the duplicate incoming copy. If you choose to skip an incoming copy
when the barcode matches an existing copy’s, the report generated at the end of the import will identify
any skipped copies. You will need to add these copies manually.
5. In the Assign Copy Information section, click Update. Complete any of the following fields.
Field Definition
Circulation Assigns all the copies in the import file to a specific circulation type.
Type
Note: Selecting this option will assign every item in the import file to the
selected circulation type. Follett does not recommend selecting this option if
the import file contains materials with various circulation types.
Based on Call Assigns the copies in the import file to different circulation types.
Number
Note: To review or update the library’s circulation type/call number
associations, click Update.
Copy Assigns all the copies in the import file to one or more copy category that was
Categories created prior to the import.
Note: To select the appropriate category descriptions, click Assign, and then
click OK.
Vendor Assigns copies in the import file to a vendor. Select the appropriate vendor from the
Vendor drop-down.
Funding Source Assigns the copies in the import file to a particular funding source.
Note: If you are importing title and copy records from a vendor website, you must first download the
records to a folder or your desktop.
d. To list possible duplicate titles in the report summary after the import, select List possible duplicate titles
in the Job Summary after import.
8. To have Library Manager compare incoming records with existing records, and generate a Job Summary
without actually importing the records, click Preview.
Note: Follett recommends that you check the results before importing the records so that you can review
the report and decide whether the import settings need adjustment before you import.
9. If you are happy with the preview, click Import to begin the import. The Job Manager opens, and your report
displays as In Progress at the top of the list.
10. When the status is Completed, click View.
Note: If any copies show as “skipped” on the report, you must add them manually.
2. Use the Find drop-down to select the material type or Any type.
3. Use the with drop-down to select Title, Author, Subject, LCCN, ISBN or ISSN.
Note: Follett recommends you search by ISBN to ensure you are not duplicating records.
Adding Copies
To add copies to an existing district record, click on the title or Details. The Title Details page opens with
additional information about the item. Click Add Copies to add a copy to this record.
2. Use the Find drop-down to select the material type you want to search for.
Note: Follett recommends you search by ISBN to ensure you are not duplicating records.
If a title is not available in the district catalog, Follett’s Alliance Plus or Z-Source databases, the Add Title page
opens.
4. On the Brief Title sub-tab, enter basic information about the title you are cataloging. You can find most of this
information on the item’s title or copyright pages.
5. On the Series/Notes sub-tab, enter information about the title’s series or volume, if available, and its interest
level. If your school uses Lexile® measures or the Fountas and Pinnell program, you can also enter the codes
here.
6. On the Subjects sub-tab, enter subject headings. Click Find Heading to see a list of headings previously
used in your library. These headings help your patrons find titles with a common topic.
7. On the Resources sub-tab, you can add links and a brief description for any related digital resources, such as
websites.
8. On the Added Entries sub-tab, you can add a different title for the item or any co-authors, illustrators or
editors.
Note: Your district must have RDA as the preferred descriptive cataloging form to view this sub-tab.
Add copies
The Add Copies and Edit Copy pages let you enter copy-specific information for the materials in your collection.
The information can be as brief or complete as you like.
The only required fields are Number of copies, Starting Barcode, and Call Number. Use the remainder of the
fields as needed.
To add a copy:
1. Select either Catalog > Library Search or Catalog > Add Title.
2. Search for a title.
3. From the Search Results page, click Details.
4. The Title Details page opens with additional information about the item. Click Add Copies to add a copy to
this record.
5. On the Add Copies page, enter all required information. Complete other fields as needed. Reports and
inventory are more accurate when you complete more fields. Click next to a field for more information.
Starting Barcode Manually add, or have Destiny assign the next available barcode.
Purchase Price Include the price if you want the information to show on overdue and fine
notices or to calculate your collection value accurately.
Circulation Type Classifications of library materials that let you have different loan policies for
different materials. You can also limit searches, reports, and notices by
circulation type. By default, this is set to the library’s default circulation type.
Copy Categories Group copies for many different purposes, such as supporting curricula,
tracking vendors and funding sources, creating bibliographies and reading
lists, and promoting special collections or new materials.
Notes Include information unique to a copy, such as damage to the book or a signed
copy. The note shows at the top of the page whenever you first retrieve a copy
in Circulation.
Volume, Issue, etc. If the copy requires enumeration or chronology (for example, Volume, Issue,
Number, or Year), you can enter that in this field.
Copy Number Add a number for each copy of the same title.
Funding Source Indicate that the copies were purchased using a particular funding source.
6. To print barcode or spine/pocket labels for the copies, select the Print labels checkbox.
7. After you enter all the information, click Save Copies.
Notes:
l Customizing the Destiny Discover homepage requires the permission, Allow Follett Digital setup.
l If you subscribe to Destiny Discover Engage, see the Help topic, Set up the user homepage and Discover
page (for Destiny Discover Engage users) instead.
Space Green
Technology Orange
Dark Green
Note: To set all roles to the same theme, use the Set All drop-down.
4. Click Save.
4. Click Save.
Show larger content
Use custom settings to enlarge images, text, and action buttons, as well as show more graphic-based icons on
the homepage, search results, Title Preview, and a title's details.
Note: To set all roles to the same view, use the Set All checkbox.
4. Click Save.
Set a default search results view
You can configure a default search results view – card or list – by user role. This lets you choose the way that
works best for students and other patrons, while still letting them change the view if they want to.
Card View
List View
Note: To set all roles to the same view, use the Set All drop-down.
4. Click Save.
Notes:
l Reading program information appears if the title record includes that data.
l If a title record includes data for multiple reading programs, any non-selected reading program
information appears in a title's details in the More Info section.
Note: To set all roles to the same reading program, use the Set All drop-down.
4. Click Save.
l Column A (optional): Use the content editor to add text, images, videos, and links.
l Column B (required): Choose one of the following:
o Use the content editor to add text, images, videos, and links.
o Add visual Learning Resources to include configured One Search™ databases and/or custom links.
Note: You can also add Learning Resources as a Featured Content category.
Note: If you do not see the More drop-down, select > Admin.
Add One Search resources and/or custom URLs Select the Learning Resources
option.
Add or edit a section of custom content (text, images, Select the [title] option, and follow
videos, links) steps 4a and b.
b. If you selected the Learning Resources option, click to view the links, and then use the following table
to determine your next steps:
Edit a custom link i. Next to the link you want to edit, click Edit.
ii. Edit any of the fields.
iii. Click Save.
Delete a custom link Next to the link you want to delete, click Delete.
Add a One Search One Search databases are configured in Destiny Library Manager. In
database order for a database to show in the Learning Links section, make
sure the Display in Destiny Discover Homepage Links Section
checkbox is selected in the One Search configuration for that
database.
Hide a link Next to the link you want to hide, select the Hidden checkbox.
c. Click Done.
6. At the bottom of the Featured Content page, click Save.
Note: If you do not see the More drop-down, select > Admin.
4. Click Save.
To determine the order of the categories:
1. In the Destiny Discover header, select More > Admin.
Note: If you do not see the More drop-down, select > Admin.
Note: Clicking an icon in the Topics category mostly returns print and eBook titles. The following
search is performed, based on resource type:
l Books: An 'OR' search of subject keywords and sublocations.
l Websites, Databases, and Collections: A search based on topic name only.
Note: If you do not see the More drop-down, select > Admin.
Note: If you do not see the More drop-down, select > Admin.
6. If you want to hide a topic, next to the one you want to hide, select the Hidden checkbox.
To customize topics:
1. In the Destiny Discover header, select More > Admin.
Note: If you do not see the More drop-down, select > Admin.
l To add a sublocation, from the Searches drop-down, select Sublocation, and then make your
selection.
Note: Sublocation is a field in a book's copy record that is often used to organize a library by
subject or genre. It might also be used to refer to an area in your library or building, such as a
special shelving location, display cabinet, or classroom. For information on managing sublocations
for your titles, see the Destiny Help Center.
e. Click Save.
Note: The Save button is not enabled until you add a Topic Name, image, and subjects, or
sublocation search.
Notes:
l You can edit, duplicate, or delete any topic.
l When editing a topic, if it already has six or more subjects, you cannot add any more.
7. To change the order of a topic, click the icon next to its name, and then drag it to another location.
8. Click Done.
Note: If you do not see the More drop-down, select > Admin.
Note: You can also access this page if you select Learning Resources in the Column B section, and
then click .
Edit a custom link a. Next to the link you want to edit, click Edit.
b. Edit any of the fields.
c. Click Save.
Delete a custom link Next to the link you want to delete, click Delete.
Hide a link Next to the link you want to hide, select the Hidden checkbox.
Note: The Learning Resources category only appears on the homepage if it is enabled.
Include or exclude circulations Select or deselect the Count in-library use circulations
identified as "in-library use" checkbox.
Count circulations of only specific a. Next to Count circulations of these patron types:
patron types [included patron types], click Update.
b. Select or deselect the appropriate Patron Types.
c. Click OK.
Count circulations of only specific a. Next to Count circulations of these material types:
material types [included material types], click Update.
b. Select or deselect the appropriate Material Types.
c. Click OK.
Include circulations in a specific call a. Select the Count circulations of this call number
number range range checkbox.
b. In the From and to fields, specify a call number range.
Type at least 3 digits of each Dewey number or a complete
call number prefix.
3. Click Save.
Note: If you do not see the More drop-down, select > Admin.
5. Type a Carousel Name, which will appear above the carousel on the homepage.
Notes:
l
If you select Visible and do not schedule the carousel, it will appear indefinitely.
l
To schedule a carousel, you must select Visible. It will only appear during the scheduled dates.
Notes: Resources appear in the order they are added, from left to right.
3. Next to the carousel(s) you want to add the title to, click ADD.
To add multiple resources from search results to a custom carousel:
1. From the top of the search results page, click UPDATE CAROUSELS.
2. Select the checkbox for each title you want to include.
4. Next to the carousel(s) you want to add the title to, click ADD.
To remove a resource from a custom carousel:
1. Search Destiny Discover for a resource you want to remove.
2. From search results, Title Preview, or a title's details, select > Update Carousels > Remove from
Carousel.
3. From the REMOVE FROM CUSTOM CAROUSELS slide-out, next to the appropriate carousel, click
REMOVE.
Note: If the title is in multiple carousels, you can select which carousels to remove the title from, and then
click REMOVE FROM SELECTED.
l The URL location and the version of the web-based library catalogs you want to make available to your users.
l IP addresses of your library web server for IP-authenticated subscription databases, if applicable.
Site Administrator a. Select Admin > Site Configuration > Site Info sub-tab.
b. Confirm that the site’s customer number is correct.
c. Select the Use One Search checkbox.
d. Click Save.
Important: Make sure you understand your online subscription database license agreement before you
allow public access. Anyone who can access your Destiny URL from inside or outside your network may be
able to use One Search if you allow guest access. You are responsible for complying with the license terms
of third-party content vendors.
10. The Allow Students, Allow Staff and Allow Guests checkboxes let you decide which groups of patrons can
search specific databases.
Notes:
Important: Only the Destiny Administrator can push a One Search configuration to other sites.
Only database configurations that the source site and receiving sites have in common are updated by the push.
Note: If some subscriptions are site-based and therefore different for each site, you might want to:
temporarily delete that database configuration at the source site, push the configuration, replace the
database configuration at the source site, and then configure it at each of the other applicable sites.
Notes:
l The push process only works for databases that use the same username and password for each
6. From the Push Configuration to drop-down, select the entire district, a site type, or a single site.
Note: The push process automatically selects the Use One Search checkbox for any receiving sites that
do not already have it selected.
7. Click Go. A message notifies you which sites will receive the database configurations you set up at the source
site.
8. To proceed, click Yes.
52010C v20.0
Published: 4/17/2023