Print Patron ID Cards
Print Patron ID Cards You can print identification cards to be carried by patrons, Rolodex/rotary cards to be kept at the circulation desk, or 3″ × 5″ cards to be kept in a file drawer. Each card can include the following information: You can also export the data to Microsoft Excel. Important: The first time you print…
Delete patron information
Delete patron information The Delete sub-tab of Update Patrons lets you delete patron information. You can use it to delete multiple patrons, recommendations, or notes. This is useful when a large number of patrons are no longer associated with your library or school, or for cleaning up patron records at the end of the school year. Important: Be…
Transfer a patron
Transfer a patron Typically, you transfer a patron when they are moving to another site. Example: A patron is moving from one side of town to another might change elementary schools. Transfer a patron Important: To transfer a patron, you must be a district-level user with access to manage patrons.
Merge duplicate patrons
Merge duplicate patrons Your database may contain several patron records for the same person. The Merge Duplicates feature on the Update Patrons page lets you retrieve all the records for a particular patron, select the preferred record and delete the duplicates. You can also retain multiple site associations for the patron or discard all but the primary association. Destiny retains…
Update patron records
Update patron records The Update Patrons option lets you make the same changes to a group of patron records. Depending on your access level and permissions, you may not have all the tabs or fields available. Use the following sub-tabs based on the action you want to perform: If you are a district user with the Manage Patrons for…
Move fields
Move fields The Move Fields sub-tab of the Update Patrons page lets you move the contents, or values, from any one of the five User Defined fields to any of the following patron fields: Important: Moving the information cannot be undone. It also clears it from the originating field. Make sure you do not perform this procedure twice for the same…
Update patrons base on global criteria
Update patrons based on global criteria Update Patrons on the global level is a search and replace feature which you can apply to a group of patron records that have a field value in common. First, find the group of patron records to update. Second, select the field you want to change, and then choose the…
Excuses fines
Excuse fines The Excuse Fines sub-tab on the Update Patrons page lets you globally delete fines and refunds by grade level or graduation year, and by a value or date range. You can delete fines and refunds for just your patrons, or include patrons of other schools who borrowed your materials. You might want to do this at the…
Create a username and password
Your school may allow you to create your own user name and password in Destiny Admin. To create an account, you need to have: After you create your account, you can log in to Destiny Back Office and Destiny Discover. To create an account: Destiny automatically logs you in with your new user name and password.
Globally add site association for patrons
Globally add site associations for patrons If you are a district user with the right to Manage Patrons for the District, Update Patron associations lets you globally associate patrons with additional sites. You may want to do this for patrons who attend or teach class at multiple schools. You can limit the patrons selected for the…