Library

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Importing patrons
Here are my notes from importing student data this fall 2009.

Adding Patron pictures
Pictures was pretty easy to do- just following destiny directions. Things that will trip up librarian doing it include: 1)Text file that comes with cd has student ids with a bunch of 000 in front, must delete those (find/replace worked for me) 2) pictures were .pics and not .jpgs that Destiny wanted. Must convert (graphic converter made this easy) SG

Destiny questions answered by Joy
Dear Ellen,Sorry for the delay in my response. My car has been acting up lately.To answer your questions:1. You can have overlapping barcode numbers. This will not be a problem.2. The category will carry over during the extraction. The category does not relate to copies. Categories are also site specific. 3. The MARC record for titles with no copies will remain in the system.4. You can have a 3 digit patron record. Destiny will put a P in front of anything less than 7 digits. You can have a distinct set of numbers for each school, as long as they are not duplicates.Please let me know if you need any further clarification.Joy **From:** Reed, Ellen [mailto:EReed@Piedmont.k12.ca.us] Hi Joy, I am preparing for the extraction and I have few questions I hope you can answer.
 * Sent:** Wednesday, October 01, 2008 12:28 PM
 * To:** Sourou, Joy
 * Subject:** PUSD Destiny questions

1. I believe that Beach and Wildwood have overlapping book barcode numbers. Will this be a problem?

2. The description of Destiny says that Categories will carry over from CircPlus. How does this work? Does each site's categories stay intact because the category is assigned to the copy? If so, can one site share their categories with another site? OR do the records merge from the three sites and the categories found in the MARC record are preserved? If that is the case, if sites have the same book, only the MARC record and the category designation from the strongest record will remain?

3. What happens to the MARC record for titles without copies?

4. Patron Numbers: Can the patron numbers be of any length (within reason of course). For example, can we have 3 digit patron numbers as long as they don't overlap with another site? Each site needs a set of unused, unique patron numbers that can be assigned, for example, when we check out books to a project and not to a specific person. Could each site have a distinct set of numbers - Beach has the 100's, Havens the 200's and Wildwood the 300's?

Thanks in advance for your help.

Cleaning up records - titles w/o copies
Am I remembering correctly, that if we have titles without copies we will loose the record?

Ellen

Converting to Destiny Library Manager
The document "Converting to Destiny Library Manager - District" document we downloaded mentions another document - "Getting Started with Destiny Manager". I found it online and it is slightly different but written for the site librarian, not the district librarian. Here is the [|link] Ellen

P.S. This document mentions a "MARC Organization code entered in System Set up/Site Identification". If we don't have one we should use the Site Short Name instead. Does this make sense to anyone?

**Follett Remote**
This discussion started on the calendar page but I was afraid it would get buried in the Wiki. The question is - what happens between data extraction (10/2?) and test Follett remote (10/15). It seems like as soon as the data is extracted, we need to use the remote. Thank you for putting the dates on a calendar. That really helps.- Ellen //SG- we'll be using Follett Remote from Oct 3rd on. The item on the 15th is for me to install Follett Remote in our lab in prep for training the next week. FYI before we extract, librarians should backup and run database inegrity checks. Directions are in the files below//

Hi All. I have done the steps called "before you start" from the form Ellen mentions below. However, when I try to download Follett Remote - to get this step out of the way - the link kicks me somewhere I don't recognize on the Follett site. Any help or suggestions? Laura
 * Follett Remote Revisited**

The link below works; typing in the url doesn't work for me. So, thanks Robin for sticking that link in, and sorry to waste wiki space.-Laura

Calendar 9/26/08
I'm contributing too. Putting the timeline onto a calendar. Sorry I can't figure out how to get it so ya'll can add to it (yet). Please use the Discussion tab at the top to discuss the stuff on the page. It might make it easier. SG

9/25/08 Ok, I'm here, too. Thanks for setting this up, Robin. Barbara

Follett Remote
9/25/08 You can download Follett Remote at any time. You would begin using it after the data is extracted and placed on the Destiny server. According to the timeline, you would begin using Follett Remote at the end of the day on 10/3.

Following is the link from the summary document which will enable you to download the utility:

http://www.follettsoftware.com/extranet/?content=t_softwares&dlID=13

The only functions on Follett Remote are check in and check out. Joy suggests you run an overdue list prior to the extraction.

Robin

Follett Documents
9/24/08 Here are the documents from our meeting. Robin =Destiny Planning=

Michael Brady 9/18/08
I spoke with Michael Brady this morning.

He stated that: Robin
 * the district will pay tech support including increase
 * ed. foundation grant (cost minus tech support...~$8561... should be pursued -including up to $180/person staff development payment if we can schedule the training on a non-work day for some (which he agreed is a good idea to limit library and lab closures which he understands are unavoidable)WHO IS GOING TO WRITE THIS GRANT?**
 * there is approximately $2200 in additional district funds that he thinks can be applied
 * tri-school funds may have to be used but hopefully not

Follett pushes 9/18/08
Follett is pushing for earlier timeline...see attached letter from Follet sales rep:

I am so sorry that I was not able to attend the planning meeting yesterday. The beginning of a new school year is always very busy for our Department and I was on another call (several calls!) during that meeting.

I spoke with both Josie about the meeting and she explained that you needed more time to make some data updates before uploading into Destiny. I just explained to Josie that the contract we prepared had offered some special discount/payment terms based on the completion of the project by end of September. My biggest concern for this project is that you are happy with the transition, and that you have good data uploaded into Destiny. However, I also need to keep the project on the timeline outlined by my Regional Director to get the additional discount he allowed.

Josie and I determined if we meet a couple of criteria, we can achieve both. Currently, they have outlined October 7th and 8th for the install and tech training/admin training, as well as the data upload. I would like to suggest that we pull the install and tech/admin training into September, and leave your data work as it stands for the 8th. You will be able to continue working in your Circulation/Catalog Plus until the data is loaded, but we will meet the criteria required for the additional discount and payment terms.

Please let me know if this will be workable on your end and we will schedule the install and training. I believe the only dates we need to avoid are the 29th and 30th.

Thanks again for allowing us to work with you on your library project. I look forward to hearing from you soon,

Connie DeVries Follett Software Company