Archdiocese of New Orleans & Houma Thibodeaux, LAWelcome to Your

Destiny Planning Meeting

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Implementation Teams

Archdiocese of New Orleans/Houma Thibodeaux

TeamFollett Software Team

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Archdiocese of New OrleansHouma Thibodeaux Planning Meeting

• Review Archdiocese of New Orleans Consortium/Houma Thibodeaux Model

• Archdiocese of New Orleans/Houma Thibodeaux and FSC Team Roles and Responsibilities

• Communication Plans• Technical Support & handoff for

Member Districts• Implementation Review/Project

Timelines

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AgendaDestiny Planning Meeting

• Centralized System• Managing Patrons• Data Discussion• Training Needs• Project Timeline

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OverviewCentralized System

Destiny

Home

LincolnElementary

WashingtonElementary

RooseveltElementary

CreeksideMiddle

PrairiewoodMiddle

Central HighSchool

Archdiocese of New OrleansServer Host

•Destiny

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ConsiderationsCentralized System

• Single Database to Maintain and Backup – Archdiocese of New Orleans

• Centralized Records• Z-Source Capability – Recommend to identify

5 for initial set up for member districts• Optional Web-Based Access

– Uses port 80 inbound– SSL available (port 443)

• Super Admin & District Functionality

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Sample Consortium Home Page

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District Welcome PageCentralized System

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• Centralized System

• Managing Patrons• Data Discussion• Training Needs• Project Timeline

AgendaDestiny Planning Meeting

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Super Administrator and Destiny Administrator

Managing Patrons

HierarchySuper Administrator

Destiny Administrator

Site Administrator

Library Administrator

Staff

Teacher

Patron (Student)

Guest (Not logged-on)

• Super Administrator can install and manage all member districts at the consortium level and maintains database

• Destiny Administrator has all permissions at member districts

• Is able to:

• Create sites• Set district policies• Post district-wide notifications• Create & modify Access Levels at the District Level• View all jobs run within the district

• Trained during tech training

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Access LevelsManaging Patrons

Access Levelsand Hierarchy

Site Administrator

Library Administrator

Staff

Teacher

Patron (Student)

Guest (Not logged-on)

• Access Levels are groupings of permissions.

• Destiny comes with several pre-defined Access Levels.

• Users are granted permissions to do certain tasks by assigning an Access Level in the patron record .

• Logged-on users have increased empowerment tools.

• Prior to on-site training, the appropriate access levels need to be set up for those that will be attending.

• Access Levels can be created and modified at the site level by the Site Administrator.

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Guest User Managing Patrons

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Logged-In User Managing Patrons

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Logged-In User Managing Patrons

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Destiny Server

Update ProcessManaging Patrons

Destiny

Updates Patronsaccording to District ID

Assigns Patronsaccording to

SIS Building code

StudentInformation

System(SIS) Students

.csv

Students.csv

Faculty.csv

Faculty.csv

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Patron Data FieldsManaging Patrons

*Barcode*SiteShortNam

e*DistrictID*LastNameFirstNameMiddleNameNicknameGenderPatronTypeAccessLevelStatus

CardExpiresGradeLevelHomeroomGraduationYearIsTeacherAcceptableUse

PolicyOnFileBirthDateUserNamePassword(2) Email

(2) AddressLine1(2) AddressLine2(2) City(2) State(2) ZipCode(4) PhoneNumber

UserDefined1UserDefined2UserDefined3UserDefined4UserDefined5

Destiny Pre-Defined Fields

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Recommended Patron Field Export

For the staff records:• Barcode, SiteShortName, DistrictID, Lastname, Firstnam

e, Middlename, Gender, PatType, • PatStatus, Birthdate, Emailaddr, Address, City, State, Zip

For the student records:• Barcode, SiteShortName, DistrictID, Lastname, Firstnam

e, Middlename, Nickname, Gender,• PatType, PatStatus, GradeLvl, Homeroom, Period, Grady

ear, Birthdate, Emailaddr, Address,• City, State, Zip, Phnnumber

* Homeroom identified for distribution of library notices

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Patron Clean-UpBibliographic Data

Conversion Options MARC Enhancement

If the StudentID is in the current system:

• Only duplicate patrons without transactions will be deleted.

• The remaining duplicate barcodes will have the prefix “OLD” added and marked Inactive.

If the StudentID is not in the current system:

• All patrons without transactions will be deleted.

• The remaining records will have the prefix “OLD” added in front of the barcode and marked Inactive.

Destiny

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• Centralized System• Managing Patrons

• Data Discussion• Training Needs• Project Timeline

AgendaDestiny Planning Meeting

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Centralized RecordsBibliographic Data

Destiny

LincolnElementary

(LES)

WashingtonElementary

(WAS)

RooseveltElementary

(RES)

CreeksideMiddle(CSMS)

PrairiewoodMiddle(PWMS)

Central HighSchool(CHS)

Copies associated by

Site Short Name

Single Shared MARC Record

for each unique title

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Title(Centralized, Shared

MARC Record)

TitleAuthor

Publication InfoSubject

Material TypeStandard Type

Physical DescriptionAnnotations

Title, Local & Copy TagsBibliographic Data

MARC Entry Data Conversion and Services

Local Tags521, 526, 590-599, 658, 690-699, 790-799, 856,

900-999

Site SpecificSite Specific Subject

Reading Program Info

Copy(852 tag)

BarcodeLocation

Call numberPurchase price

Copy Notes

No Data to Convert Go to Follett Remote

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Follett Software MARC Database

MARCRecord

MARCRecord

MARCRecord

MARCRecord

MARCRecord

MARCRecord

MARCRecord

MARCRecord

MARCRecordAlliance Plus

Records

•During Enhancement, your records are each compared to our Alliance Plus database.

•When a match is made, the record is replaced except for the local tags.

•If no match is found, the record is not enhanced.

Matching on EnhancementBibliographic Data

YourMARC Record

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Matching on EnhancementBibliographic Data

Strict Matching Criteria (Please refer to your MARC Enhancement Description

document)

•Standard Number*•Title•Material Type

Matching criteria applied to all records

Minimal risk of incorrect matches in typical MARC database.

Presence of Standard Number results in greater certainty of matches

Conversion Options

•Standard Number•Author•Material Type

First,

Next,

* In cases that records do not contain standard numbers, the use of expanded record matching rules may be beneficial and can be requested.

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Data Conversion Options

Customer Conversion

Data Services after Conversion, before ImplementationData Services before Conversion (Circ/Cat, Athena, InfoCentre)

Data Services Conversion

Follett Software Company Conversion

No Data Services

Enhancement Post Implementation

Follett Remote

Offline Circulation Options

Dual Circulation

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File with Stats/Trans (.all file)

Microlif file (.001)

Data File TypesBibliographic Data

Title Record

Local Tags

Copies

Statistics and TransactionsFines

CategoriesCirculation StatsCirculation Types

Copy Status (missing, etc.)Current Holds & Reserves

Previous Checkout InformationBarcode Filters

Patron Info

+

No Statistics or Enhancement Go to Conversion OptionsStatistics

No StatisticsGo to Enhancement

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Data Services

Destiny

MICROLIF (.001)

MARC Records

.ALL File

PackagedData File

Current Database

Stop CatalogingStop Circulating

Customer ConversionData Services before Conversion

Continue to Follett Remote

www.follettsoftware.com

ConversionUtility

Install on eachserver

Back to Conversion Options

• Download Conversion Utility

• Run Utility to generate .ALL

• Place .ALL file on Destiny server

• Data Enhanced • Import data into Destiny

• Export MARC records

• Upload to Follett

• Import Enhanced data into old system

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Offline CirculationBibliographic Data

Follett Remote For circulation while moving to Destiny, it is best to use the unique patron ID that you will be using in

Destiny

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Day2.txtDay2.txt

Day1.txtDay1.txt

Follett Remote

Place on one circulation Desk per site

Follett Remote

Day3.txtDay3.txt

Destiny

Site-based

Offline CirculationBibliographic Data

Skip Dual CirculationGo to Matching on ImportDual Circulation

No DataGo to Training Back to Conversion Options

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Destiny Database

MARCRecord

MARCRecord

MARCRecord

MARCRecord

MARCRecord

MARCRecord

MARCRecord

MARCRecord

MARCRecord

AllMARC

Records

•During Roll-up, incoming records are compared to existing records in database.

•When a match is made, the record with the most access points survives and all copies from both records are associated with the surviving record.

•If no match is found, the record is added.

Matching for Roll-upBibliographic Data

MARC Record

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•Standard Number (not required)*•Title•Material Type•Author•Publish Date

Strict v. Relaxed Matching Rollup Criteria

Relaxed Matching

Strict Matching*

•Standard Number•Title•Material Type•Author•Publish Date

Greater percentage of matches

Possibility of undesired rollup

Undesired rollups would have to be re-cataloged

*If standard number is present in both records, it must match.

Lower percentage of matches

Substantially decreases undesired rollup

Manual merging after data load

Matching for Roll-upBibliographic Data

* In cases that have typographical errors in the author tag, the Strict Matching option can be set to ignore the

author.

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• Centralized System• Managing Patrons• Data Discussion

• Training Needs• Project Timeline

AgendaDestiny Planning Meeting

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Destiny Training Training

• Technical Training Consortium (Required)Format: 3 hour on siteAttendees: Consortium Technical Team, Super Administrator, Project Lead

• Technical Training Member Districts (Required)

Format: eLearning Attendees: District Tech, Destiny Admin, Library Media

Specialist

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Destiny Training Training

• Site Administrator Training (Required)Format: Instructor Led WebEx 90 minutes – over a week period

Attendees: Site Administrators• On-Demand eLearning (3 Days Post AoD) www.follettsoftware.com • On-Site Fundamentals Training (Consolidated) Format: 2 days Attendees: District end-users• Esssentials Webinar

Format: 3 ½ hours WebinarAttendees: District end-users

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Optional Destiny TrainingTraining Needs

District Level Users

Patrons

Library Materials

Library Materials-Authority

Reports

Report Builder

District Users

Intended for users that will be performing functions or managing resource information at district level.

* Recommend taking the Library Materials multiple site member districts

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• Centralized System• Managing Patrons• Data Discussion• Training Needs

• Project Timeline

AgendaDestiny Planning Meeting

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Add Ons

Description Unit List Price Archdiocese of NO

WebPath Express Per site $499 $399

Standards Per site $499 $499

One Search Per site $499 $499

Reading Program Service – AR/RC Per site $399 $399

Reading Program Service – Lexile (must be purchased for all schools in district)

Per site $149 $149

TitlePeek Per site $200 $160

Alliance AV (must be purchased for all schools in district)

Per site $149 $149

Annual Subscriptions Services: Per year