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Follett Destiny Reports

Thomas Chang District Resource Media & Technology Specialist

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

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Objectives• Take time (which you don’t normally have at

school) to explore a variety of the most useful reports in Destiny

• Analyze the data and make connections to your media program

• Export your reports to EXCEL

• Customize your reports

• Use your reports to do batch updates

• Increase confidence and autonomy

• Problem-solve and share ideas

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Schedule• 9:30 - 5 minute break

• 11:00 – Lunch

• 12:00 – Resume

• 1:30 – 5 minute break

• 2:30 – Q&A

– “The best laid plans of mice and men go oft astray…” Robert Burns, To a Mouse

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Library InfoBe aware of the second tier of tabs

– Due Dates, Statistics, Top Patrons, Top Homerooms/Grades, Top/Bottom Titles

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Library Snapshot-Use the Printable button, and print a .pdf

copy for the start and end of the year.

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Current Library StatisticsIncludes circulation to other schools

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Top PatronsDo you have incentives for your top patrons?

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Top Homerooms/GradesDo you have incentives for your top

homerooms?

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Top/Bottom TitlesCollection development?

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Library Materials Reports

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Circulation Statistics Summary

Cleaning up unwanted call numbers in your catalog

http://destiny.ocps.net/common/welcome.jsp?site=222

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Circulation Statistics Summary

• You can use the check boxes to view details for specific prefixes

• Historical data is stored• Collection development tool

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Age Statistics SummaryAge sensitive prefixes? – 300s, 500s, 600s, 900shttp://www.oclc.org/dewey/resources/summaries/default.htm#100

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Value Statistics SummaryWhat does this tell you about your program?

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Value Statistics SummaryTotal Estimated Value – EQ = Truer Collection Value

Estimated Value of a Range ÷ TCV X 100 = % of TCV dedicated to the specified Range

Compare the % of TCV to the percentage of total circulations for that specified range

Do they match?

Is the value you’ve placed in that range justified by the number of times it is circulated?

Are there cases when you shouldn’t match the value with the circulations?

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Search Statistics Settings

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Search Statistics

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Search Stats Without Results

Analyze the search behaviors of your patrons.Why are they not getting results?

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Search Stats With Results

• How does it help to know your most popular searches?

• How is that different from knowing your top circulating titles?

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Report Builder

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Report BuilderReports created at the district level• Access Levels• Accounts Without District ID#• Fines & Refunds• Inactive Patrons Report• Library Copies by Call Number• Library Copies by Circ Type• Lost Copies• Patron Homeroom Field• Patron List• Publishing Date of Copies• Textbook Checkouts• Textbook Copies Comprehensive

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Titles by Pub Date and Total Circulations

Select the New Report button to begin

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Titles by Pub Date and Total Circulations

Select Library Statistics, then the green arrow

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Titles by Pub Date and Total Circulations

Select the following, then the green arrow

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Titles by Pub Date and Total Circulations

Select None, then the green arrow

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Titles by Pub Date and Total Circulations

Select the following, then the green arrow

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Titles by Pub Date and Total Circulations

Select the following, then the green arrow

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Titles by Pub Date and Total Circulations

Skip and move on to the green arrow

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Titles by Pub Date and Total Circulations

Select the following, then the green arrow

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Titles by Pub Date and Total Circulations

Type the following, then Save & Run

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Titles by Pub Date and Total Circulations

Click on Refresh List until the Status says Completed, then click the View link

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…View the Report

Titles by Pub Date and Total Circulations

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…• Using this report, you now have some collection

development data to guide you in weeding your collection.

• This report should be used to cross-reference with the Publishing Date of Copies report in your Report Builder

Titles by Pub Date and Total Circulations

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Publishing Date of CopiesRun this report in your Report Builder

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Publishing Date of CopiesDownload the report as an XML File

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Publishing Date of CopiesSave the file

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Publishing Date of CopiesChange the name and save to your desktop

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Publishing Date of CopiesWhen the download completes, select Close

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Publishing Date of CopiesLocate the file on your desktop, right-click on it, select Open With,

and choose Excel

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Publishing Date of CopiesOpen the XML “As a read-only workbook”

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Publishing Date of CopiesHighlight the

barcode column by clicking on the top cell, then right-click on the column and choose Format Cells…

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Publishing Date of CopiesChoose the

Number category from the Number tab, and then reduce the Decimal places to 0. Select OK.

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Creating a batch file• For updates or deletes• Locate the copies with the oldest publication dates• Cross reference with your Title by Pub Date and Circs if appropriate• Highlight the barcodes of the books you want in your batch file• Paste them into a Notepad file (.txt)• Save the .txt file

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Practice Using Report Builder

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Practice Using Report Builder

• Try creating a report that will only show you:– The highest grade level in your school– of active students – at your school who owe fines– Amount Due– Copy number– Fine Assessed Date– Reason– Title

• Sort it by Amount Due

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Practice Using Report Builder

• Try creating a report that will show you:– Reading Program information of titles in your

collection– Material Type = books– Barcode– Call Number– Title– Lexile– Quiz Reading Level– Quiz Type

• Sort it by Quiz Type

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Tips• There is usually a way to generate the

report you want, but…

• Become familiar with using Notepad

• Become familiar with using Excel

• Become familiar with using Resource Lists

• When all else fails: Submit an Enhancement Request

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Resources• My Website

– http://teacher.ocps.net/thomas.chang/page3.html

• Follett eLearning Modules– https://www.follettsoftware.com/extranet/index.cfm?

content=t_training_pre

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Resources

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Open Floor• Feel free to ask any questions

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In-service Points • 3407002 component #

• 006 points

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