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Follett Destiny Inventory

Thomas Chang Destiny Media Manager

Instructional Technology and Library Media, Curriculum Services445 West Amelia StreetOrlando, Florida 32801407.317.3200 x.2556

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Objective• Teach skills used for conducting an

inventory

• Increase confidence and autonomy

• Problem-solve and share ideas

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Overview• Resources/Tips• Setting up the Falco

n• Setting up ActiveSy

nc• Inventory Features• Using Internet

Explorer on the Falcon

• Using Destiny Remote on the Falcon

• Finishing the Inventory

• Q & A

Scanners

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Scanner comparison

chart

Laptop and 3800

Panther Falcon Dolphin Metrologic

Wifi capable – direct to Destiny

Yes Yes Only if the wifi access point is an

open network

No No

Upload scans by a

.txt file

Yes Yes Yes Yes Yes

Portable Low High High High HighReliability High Medium Low Medium High

Price Varies, but less than

$1000 combined

~$1700 Discontinued and

unsupported by Follett

Discontinued and

unsupported by Follett

~$600

Methods

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Scan Method comparison chart

Advantages Disadvantages

Upload Method by .txt file

Saves an archive of your scans

Generates a report of everything that was scanned by the order it was scanned

Scans process very quickly

Does not allow you to see any information about the record in the database, only the barcode number

Forces you to read through the reports generated after you upload to resolve any errors that occurred

Forces you to check in any books that were lost or checked out

Direct to Destiny Method by network

connection

Allows you to see problems as they occur (for example, if the barcode is not found in the database)

Allows you to see the call number and title of the book in the database

Automatically checks in lost and checked out books

Does not save an archive file of your scans

Does not generate a report of everything that was scanned by the order it was scanned

Forces you to read the scanner screen and listen to the error sound after every scan so you can resolve errors as they occur

Depending on your network, the scans might process slowly

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Resources• http://teachers.ocps.net/changt

– Follett Destiny Training Services– Falcon and Dolphin Resources– Barcode Resources– Follett Tech Support

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Tips• Always look at the screen after you scan

something to verify if it processed correctly

• Listen for the sounds

• Remember the tabs

• Remember the features at bottom of the page

• Remember the features on the upper right side of the page

• Using Prnt Scrn key (or Alt + Prnt Scrn)

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Setting up the Falcon• Accessories

– Stylus– Battery pack– Power cable and AC adaptor– 4220 Single Slot Dock– 2 types of USB cables

• Standard for Dock• Synchronization Cable

– Mounting bracket

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Falcon Accessories

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Setting up the Falcon• Install the battery pack• Install the dock• Remove clear stickers• Charge the Falcon• Align the screen• Set the time (adjust the Time Zone

first)• Set the power properties

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Using the Falcon• Power on / off • Sleep mode• Virtual Keyboard• Desktop / Applic…• Fn2 features• Trigger options• Reset button• Using headphones

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Configuring the Falcon• Barcode icon on the taskbar / Setting • General tab / Load factory defaults • Basic tab

– Select Beep– Trigger timeout: 1 sec recommended– Select Keybd Message and choose Type

writing– Termination code CRLF (Carriage return w/

line feed) http://en.wikipedia.org/wiki/Carriage_return

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Configuring the Falcon• Connect to the wireless network

– Antenna icon on the taskbar– Wireless information tab– Use the Advanced button to delete unused

connections for today’s purposes– Add new– SSID = OCPS (or otherwise stated in class)– Authentication = open– Encryption = disabled– Connect button– Status and Signal Strength

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Configuring the Falcon• Setup Internet Explorer

– Find the URL for your school’s Destiny homepage (must end with site=###)

– View / Internet Options / Start Page

– Menu and home button

– Adding favorites

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Installing Activesync• http://teachers.ocps.net/changt/media/

faqs.doc#InstallActivesync

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Inventory Features• Logon to Destiny• Basic features overview

– Back Office tab / Inventory / Library Materials tab– Multiple inventories– View In-Progress & Completed Inventories (ability to

print .pdf reports of the inventory, and remove completed inventories)

– View Selections (indicates the range of the inventory)– View Details (for a quick summary, and the ability to

mark unaccounted items as “found” or “lost” before finalizing)

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Inventory Features• “Accounted for” copies include:

– Checked Out– Loaned Out– On Order– Out for Repairs– In Transit

• Unaccounted for or lost copies that are checked in at the circulation desk during inventory will be accounted for automatically in View Details

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Inventory Features• What happens if I add copies to the catalog while

an inventory is in progress?• Scanning lost books during inventory:

– Becomes available if using IE– What happens to the patron fine?– Refund?– Remains lost if using Destiny Remote or the Dolphin

• Scanning checked out books during inventory– Checks in the copy if using IE– Assesses fine if overdue and applicable– Remains checked out if using Destiny Remote or the

Dolphin

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Inventory Features• Job Summary messages:

– "Skipped: Barcode <barcode number> not found"

– "Barcode <barcode number> has been accounted for, but is currently checked out and has a due date of <due date>"

– "This barcode is currently marked lost“– This item appears to be shelved incorrectly" – "The difference in the Dewey numbers of this

and the previous item is greater than <number>"

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Inventory Features• Check Shelf Order

• Back Office tab / Site Configuration– Check shelf order based on…– Check for differences between Dewey…

• Set your shelf order Dewey differences to the most discerning (i.e. 1)

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Using IE• Using Internet Explorer on the Falcon

– Double-click the IE Destiny icon– Using the virtual keyboard, type in your logon

information and click the Login button– Under Library Manager, click on Inventory– Choose “Mock Inventory” from the drop-down

menu– Click the OK button– % Complete?– Check shelf order? Yes

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Using IE• Scan a few of the barcodes from your designated

shelf in the ERC• Check the screen after each scan to be sure it

processed and take notice of the % Complete value

• Scan a few of the barcodes out of shelf order• “Please note…This item appears to be shelved

incorrectly”• Type in some gobbledy-gook and enter it• “Barcode “…..” not found.”

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Using IE• What happens if I scan a barcode that isn’t

in the range I specified for this inventory?

• “This item is out of the specified call number range”

• What happens if the same barcode is scanned multiple times?

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Using Destiny Remote• On your Falcon, close out IE, and double-click the

Destiny Remote icon• Select Function / Library Inventory• Scan in some more barcodes from your

designated shelf in the ERC• Type in some gobbledy-gook and enter it• When finished, close out Destiny Remote on the

Falcon by going to File / Exit or clicking on the X button in upper right corner

• Place the Falcon in your dock, or connect it with the sync cable

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Using ActiveSync• Notice that ActiveSync is initiated automatically as

soon as you dock the Falcon (the green icon on the task bar should spin while connecting)

• Once the status is “connected” click on the Explore button

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Using ActiveSync• Double-click on the DiskOnChip folder

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Using ActiveSync• Double-click on the Destiny Remote folder

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Using ActiveSync• Select View / List for best functionality

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Using ActiveSync• All scan files are .txt files

• The scan files are named and saved automatically by Destiny Remote

• The name of the file is established by the clock on the Falcon

• Library inventory scan files are titled “Library Copies”

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Using ActiveSync• If you try to open the file to look at it, you

will see this window because the file is still on the Falcon, not on your workstation

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Using ActiveSync• Copy the scan file titled

“LibraryCopies(today’s date)

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Archiving Scan Files• Paste the file to a folder on your

workstation, or drag&drop it

• Where should I paste the file on my own computer back at my media center?

• Remember where you store your scan files – be organized and consistent

• Should I delete the files off of the Falcon?

• What should I do if I upload more than once in the same day?

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Archiving Scan Files• If you see this error message, you need to

close Destiny Remote on your Falcon because the application is still using the file

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Archiving Scan Files• Open the file

• Take notice that it is a simple batch file

• Close the file

• Logon to Destiny again

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Uploading Scan Files• Go to Back Office / Inventory / Library

Materials tab and click on the Browse button

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Uploading Scan Files• Notice that when you use the Look in: drop-

down menu, there is no option to connect to your Falcon

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Uploading Scan Files• This is where it is important to remember

where you saved your scan file. Select it and click on the Open button.

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Uploading Scan Files• Click on the Upload button.

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Uploading Scan Files• You will see this message.

• Go to Back Office / Job Manager and view the Library Inventory upload

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Uploading Scan Files• What are skipped copies?

– Misread barcodes– Uncatalogued copies

• How do I follow-up on skipped copies?

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Finishing the Inventory• Go to Back Office / Inventory / Library

Materials tab

• Click on View Details

• What should I do about any Unaccounted for copies remaining?

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Finishing the Inventory• Click Finalize:

• What should I do if I find a book after the inventory has finalized?

• What if I accidentally mark books as lost?

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• 3407002 component #

• 006 points

• Use 3 leading zeroes in front of the personnel ID #

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Open Floor• Feel free to ask any questions

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Setting Up the Dolphin• http://teachers.ocps.net/changt/page2.html

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Mock Inventory• In Destiny, go back to Back Office /

Inventory / Library Materials tab• Be sure the Library Inventory menu is set to

“Mock Inventory”• Click on View Details• Click on See Details for “Unaccounted for”

items• Sort by?• Found / Mark Lost

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Mock Inventory• Go back to Back Office / Inventory / Library

Materials tab

• This time, click on View In-Progress & Completed Inventories

• Click on the View button

• View a report