Patrons Permissions
Note: Permissions apply to all Destiny products, unless otherwise noted.
Patron Management
| Permission | Default Access Level | Users with this permission can… | Dependencies | Notes |
|---|---|---|---|---|
| Add/Edit patrons | Destiny Administrator, District Patrons Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator | Retrieve, add and edit local patron records in Admin > Manage Patrons or by using the Edit button, available in various patron lists | None | None |
| Search for patrons across the district | Destiny Administrator, District Patrons Manager | Retrieve any patron record in the district with a “Search across the district” checkbox in Admin > Manage Patrons and in the search results list.Add a site association to patrons of other sites using an Add button next to patrons of other sites. | Requires the Add/Edit patrons permission. | None |
| Delete patrons | Destiny Administrator, District Patrons Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator | Delete patron records in Admin > Manage Patrons and in various patron lists. | None | None |
| Merge duplicated patron records | Destiny Administrator, District Patrons Manager, Site Administrator | Merge patron records in Admin > Update Patrons > Merge Duplicates | None | None |
| Update patrons | Destiny Administrator, District Patrons Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator | Update patron records in Admin > Update Patrons > on subtabs: Update, Delete and Move Fields.View job summaries in Admin >Job Manager. | None | The Destiny Administrator and (site) Administrator also have access to the Merge Duplicates tab in Admin > Update Patrons. A District Patrons Manager has access to Upload Changes for uploading XML files, Merge Duplicates and Move Fields subtabs. |
| Import patrons | Destiny Administrator, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator | Import patron records in Admin > Import Patrons, import pictures in Admin > Upload Pictures and view job summaries in Admin > Job Manager | None | None |
| Export patrons | Destiny Administrator, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator | Export patron records in Admin > Export Patrons. View job summaries and download export files in Admin > Job Manager | None | None |
| View patron notes | Destiny Administrator, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Staff | View patron notes in the Notes section of the Patron Status page, and in various lists. | To view patron notes, the user must also have the View patron status permission. | None |
| Add/edit/hide/delete patron notes | Destiny Administrator, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Staff | Manage patron notes on the Patron Status page. | Requires the Patron Circulation Info Access -View patron status permission. | None |
Patron Circulation Info Access
| Permission | Default Access Level | Users with this permission can… | Dependencies | Notes |
|---|---|---|---|---|
| Barcode not required to find patrons | Destiny Administrator, Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Staff | Retrieve a patron record by keyword in Circulation using an Only search checkbox and adjacent list that contains fields in a patron record.In Library Manager’s Check Out (only), it also includes retrieving patrons by browsing a list of all patrons. | None | Without this permission, users must enter a barcode number to retrieve a patron record in Circulation.The user must also have at least one of the following permissions to access a page in Circulation:Check out library materials, Check in library materials, View library fines, View any patron’s holds, View any patron’s bookings, Check in [media] materials,Check out resources, Check in resourcesView patron status. |
| View patron status | Destiny Administrator, Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Staff | View a patron’s circulation transaction information in Circulation >Patron Status. Use the Patron Status button in Admin > Manage Patrons and in various patron lists. | None | None |
| View library items out | Destiny Administrator, Administrator, Library Administrator | View a patron’s library checkouts in the “Items Out: Library Materials” section of a patron record in Circulation. | Requires the View patron status permission. | Only applies to Destiny Library Manager. |
| View resource items out | Destiny Administrator, Administrator, Resource Administrator | View a patron’s resource checkouts in the “Items Out: Resources” section of a patron record in Circulation. | Requires the View patron status permission. | Only applies to Destiny Resource Manager. |
| View media items out | Destiny Administrator, Administrator | View a patron’s media checkouts in the “Items Out: Media” section of a patron record in Circulation. | Requires the View patron status permission. | Applies to Destiny Media Manager (with or without Destiny Library Manager). |
| View textbook items out | Destiny Administrator, Administrator, Textbook Administrator | View a patron’s textbook checkouts in the “Items Out: Textbook” section of a patron record in Circulation. | Requires the View patron status permission. | Applies to Textbook Manager. |
| View patron barcodes | Destiny Administrator,Administrator | View patron barcodes when searching for a patron and during circulation – check out and check in | Requires the View patron status permission. | None |
Administrative Access
| Permission | Default Access Level | Users with this permission can… | Dependencies | Notes |
|---|---|---|---|---|
| Generate patron reports | Destiny Administrator, District Patrons Manager, District Reports Creator, Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Staff | Generate and view patron reports in Reports > Patron Reports, Report Builder and Report Manager and access Admin > Job Manager | To delete reports (jobs), the user must also have the Monitor/delete site’s jobs permission.Users with this permission but without the Add/edit/delete Report Builder – patron reports permission can access and generate custom reports, but not create, edit or delete them. | To run the Current Checkouts/Fines and Checked In Materials report, users need this permission and either the Generate resource reports and/or Generate resource reports permission. |
| Add/edit/ delete Report Builder – patron reports | Destiny Administrator, District Patrons Manager, District Reports Manager, Administrator, Library Administrator, Textbook Administrator, Resource Administrator | Create and manage custom patron reports in Reports > Report Builder.District managers can create district-wide reports and make reports available to selected sites. | Requires the Generate patron reports permission | None |
| Edit patron passwords/logins | Destiny Administrator, District Patrons Manager, Administrator, Library Administrator, Textbook Administrator, Resource Administrator | Manage patron user names and passwords in Admin > Manage Patrons | Requires the Patron Management – Add/Edit patrons permission. | None |
| Change patron site preferences | Destiny Administrator, District Patrons Manager, Administrator, Library Administrator, Textbook Administrator, Resource Administrator | Configure the following setup options in Admin > Site Configuration > Circulation:Display patron picturesPreferred Barcode Symbologies — PatronsCustomize User-Defined Patron Field NamesWhen searching for patrons in Circulation, display [patron fields]. | None | For Site Configuration options that pertain to materials, searching and circulation, see one or more of the following: Library Materials – Administrative Access – Change library site preferences, Textbooks – Administrative Access – Change textbook site preferences, Media – Administrative Access – Change media site preferences or Resources – Administrative Access – Change resource site preferences. |
Fine Management
| Permission | Default Access Level | Users with this permission can… | Dependencies | Notes |
|---|---|---|---|---|
| View patron fines | Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Staff | View fines in Circulation > Fines and Patron Status, and when viewing patron status in Admin > Manage Patrons | None | Needed to generate a Fine History report (Reports > Patron Reports) that includes patron fines. |
| Add patron fines | Administrator, Library Administrator, Textbook Administrator, Resource Administrator | Add fines in Circulation > Fines and Patron Status, and in Admin > Manage Patrons | Requires the View patron fines permissions | None |
| Pay patron fines | Administrator, Library Administrator, Textbook Administrator, Resource Administrator | Pay fines in Circulation > Fines and Patron Status, and in Admin > Manage Patrons | Requires the View patron fines permissions | None |
| Waive patron fines | Administrator, Library Administrator, Textbook Administrator, Resource Administrator | Waive fines in Circulation > Fines and Patron Status, and in Admin > Manage Patrons | Requires the View patron fines permissions | None |
| Delete patron fines | Administrator, Library Administrator, Textbook Administrator, Resource Admin | Delete fines in Circulation > Fines and Patron Status, and in Admin > Manage Patrons | Requires the View patron fines permissions | None |
| Globally delete fines | Administrator | Delete fines for all students at a school in Admin > Update Patrons > Excuse Fines | None | None |
Self-Empowered Patron Access
| Permission | Default Access Level | Users with this permission can… | Dependencies | Notes |
|---|---|---|---|---|
| View own status | Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Staff, Teacher, Patron | View a list of one’s own checkouts, fines, holds and bookings through My Info. | None | None |
| Renew own library materials | Site Administrator, Library Administrator | Renew one’s own library material checkouts in My Info. | Requires the View own status permission. | Applies to Destiny Library Manager. |
| Renew own textbooks | Site Administrator, Textbook Administrator | Renew one’s own textbook checkouts in My Info. | Requires the View own status permission. | Applies to Destiny Textbook Manager. |
| Renew own resources | Site Administrator, Resource Administrator | Renew one’s own resource checkouts in My Info. | Requires the View own status permission. | Applies to Destiny Resource Manager. |
| Edit own classes (teachers only) | Site Administrator, Textbook Administrator, Resource Administrator, Teacher | In the Currently Teaching section of the teacher’s Patron Status page in My Info, for the classes a teacher is assigned to, they can transfer checked-out copies to another class or to another teacher’s class. Also, they can view basic patron information for students who have been reassigned textbooks. | The teacher also needs the View own status permission. | Applies to Destiny Resource Manager and Destiny Textbook Manager.To be considered a “teacher” by Destiny, the Currently Teaching checkbox in the patron record must be selected. |
| Place hold for self from Catalog | Site Administrator, Library Administrator, Teacher, Patron | Place a hold request for oneself on a title details page in the Catalog. | None | Applies to Destiny Library Manager. |
| Place multiple holds for self | Site Administrator, Library Administrator, Teacher | Place multiple holds on library materials for oneself from the Catalog. | Requires the Place hold for self from Catalog permission. The maximum number of holds depends on Max Holds setting for the patron type in Admin > Library Policies. | Applies to Destiny Library Manager. |
| Delete holds and reserves for self | Site Administrator, Library Administrator | Delete holds placed by oneself. | Requires the Place hold for self from Catalog permission. | Applies to Destiny Library Manager. |
| Place reserve for self from Catalog | Site Administrator, Library Administrator | Place a reserve on library materials for oneself from the Catalog. | Requires the Place hold for self from Catalog permission. | Applies to Destiny Library Manager. |
| Place holds on available copies | Site Administrator, Library Administrator, Teacher | Place a hold on an available copy. | Requires the Place hold for self from Catalog permission. | Applies to Destiny Library Manager.Without this permission, patrons can only hold titles that do not have copies available. |
| Place ILL for self from Catalog | Site Administrator, Library Administrator, Teacher | Place an ILL for oneself on the title details page of the Catalog. | Requires the Place hold for self from Catalog permission. | Applies to Destiny Library Manager. |
| Book media for self from Catalog | Site Administrator, Library Administrator, Teacher | Book district media materials for oneself | None | Applies to Destiny Media Manager. |
| Edit/extend bookings for self from My Info | Site Administrator, Library Administrator | Change loan periods and extend (renew) one’s own district media bookings. | Requires the Self-Empowered Patron Access -Book media for self from Catalog permission. | Applies to Destiny Media Manager. |
| Create multiple Lists | District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Teacher | Create additional Resource Lists | Requires the Access My Lists for permission on one or more of these tabs: Library Materials, Textbooks, Media, or Resource. | None |
| Publish My Lists | District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Teacher | Make one’s Resource Lists available to others having the View Public Lists permission. | Requires the Access My Lists for permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. | None |
| Publish My Lists across the District | District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator | Make one’s Resource Lists available throughout the district to others having the View District Public Lists permission. | Requires the Access My Lists for permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. | None |
| Share ownership of My Lists | District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator | A Resource List owner can add other patrons as co-owners to a list. Shared lists will appear on co-owner’s Resource Lists. | To access Catalog > Resource Lists, the user must have the Access My Lists for permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. | None |
| Save and Email List | District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator | Save a Resource List as a text file, and email a List. | To access Catalog > Resource Lists, the user must have an Access My Lists for permission on one or more of these tabs: Library Materials, Textbooks, Media or Resources. | “Email this List” only appears if an SMTP (mail) server is set up on the “Edit <district name>” page. |
| View Local Public Lists | District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Teacher | View local Resource Lists made public by their owner | To access Catalog > Resource Lists, the user must have an Access My Lists for permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. | None |
| View District Public Lists | District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator, Teacher | View district Resource Lists made public by their owner | To access Catalog > Resource Lists, the user must have an Access My Lists for permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. | None |
| Transfer ownership of Public Lists | District Library Cataloger, District Textbooks Manager, District Resource Manager, District Reports Manager, Site Administrator, Library Administrator, Textbook Administrator, Resource Administrator | Transfer Resource Lists to other local users | To access Catalog > Resource Lists, the user must have an Access My Lists for permission on one or more of these tabs: Library Materials, Textbooks, Media or Resource. | None |
| Recommend titles to other users | Site Administrator | Recommend a title to another logged-in user. | To access My Info, users must have the View own status permission. | Applies to Destiny Library Manager and Destiny Media Manager. |
| Allow comments on recommendations | Site Administrator | Write comments to another logged-in user. | To access My Info, requires the View own status permission. Requires the Recommend titles to other users permission. | Applies to Destiny Library Manager. |
| Approval not required | Site Administrator | Send recommendations directly to other patrons without approval | Requires the Recommend titles to other users permission. | Applies to Destiny Library Manager and Destiny Media Manager. |
| Able to create own login and modify password | None | Create their own username and password. It also lets users change their password. | You must select Allow patrons to create their user name and password in Admin > Site Configuration > Circulation.The user must have an associated patron record to create a login. | None |
| Able to post to social media sites | Site Administrator, Library Administrator | Click links to social media sites on a title details page in the Catalog. | None | Applies to Destiny Library Manager. |
| Create Help ticket for self | Site Administrator, Resource Administrator | Create and submit help tickets from a resource on My Info page. | Service Teams must be set up in Resource Templates prior to creating help tickets. | Applies to Destiny Resource Manager. |