Patron Management

Update patrons

Update patrons 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 sub-tabs or fields available. Select Admin > Update Patrons. You can update patrons on the following sub-tabs: Update sub-tab The Update sub-tab uses a search-and-replace feature…

Create an access level

Create an access level Some access levels and permissions are set up during Destiny installation. Note: A Destiny Administrator can manage and create access levels for the district or assign a user the Product Access Levels permission, which lets them see and set the rights for other users of the selected product.  To create an access level from the site: The access level you created…

Update patrons base on barcode list or file

Update patrons based on barcode list or file When you want to update one or more fields in several patron records, use Update Patrons. It lets you change or clear up to three fields at once for patrons in the list or file. Determine the change to be made. Then identify the patrons by creating a…

Assign access level permissions

Assign access level permissions Access levels regulate what users can see and do in Destiny. Each access level contains a set of permissions. Note: A Destiny Administrator can manage access levels or assign a user a Product Access Levels permission, which lets them see and set the rights for other users of the selected product. You can specify which of…

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…

Job Manager

Job Manager Depending on your role and permissions, Job Manager may list report jobs, custom report jobs, inventory jobs, and/or preventative maintenance jobs. The page shows the statuses of those jobs, until they are deleted. View Job Summaries Destiny Administrator Super Administrator District User For the Destiny Administrator, Job Manager shows all the jobs created in the district. It includes…

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…

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…