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Follett Destiny Reports

Follett Destiny Reports. Thomas Chang District Resource Media & Technology Specialist Instructional Technology and Library Media, Academic Services 445 West Amelia Street Orlando, Florida 32801 407.317.3200 x.2556. Objectives.

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Follett Destiny Reports

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  1. Follett Destiny Reports Thomas ChangDistrict Resource Media & Technology SpecialistInstructional Technology and Library Media, Academic Services445 West Amelia StreetOrlando, Florida 32801407.317.3200 x.2556

  2. 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

  3. 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

  4. Be aware of the second tier of tabs – Due Dates, Statistics, Top Patrons, Top Homerooms/Grades, Top/Bottom Titles Library Info

  5. -Use the Printable button, and print a .pdf copy for the start and end of the year. Library Snapshot

  6. Includes circulation to other schools Current Library Statistics

  7. Do you have incentives for your top patrons? Top Patrons

  8. Do you have incentives for your top homerooms? Top Homerooms/Grades

  9. Collection development? Top/Bottom Titles

  10. Library Materials Reports

  11. Cleaning up unwanted call numbers in your catalog http://destiny.ocps.net/common/welcome.jsp?site=222 Circulation Statistics Summary

  12. You can use the check boxes to view details for specific prefixes Historical data is stored Collection development tool Circulation Statistics Summary

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

  14. What does this tell you about your program? Value Statistics Summary

  15. Total Estimated Value – EQ =TruerCollection 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? Value Statistics Summary

  16. Search Statistics Settings

  17. Search Statistics

  18. Analyze the search behaviors of your patrons. Why are they not getting results? Search Stats Without Results

  19. How does it help to know your most popular searches? How is that different from knowing your top circulating titles? Search Stats With Results

  20. Report Builder

  21. Reports 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 Report Builder

  22. Titles by Pub Date and Total Circulations Select the New Report button to begin

  23. Titles by Pub Date and Total Circulations Select Library Statistics, then the green arrow

  24. Titles by Pub Date and Total Circulations Select the following, then the green arrow

  25. Titles by Pub Date and Total Circulations Select None, then the green arrow

  26. Titles by Pub Date and Total Circulations Select the following, then the green arrow

  27. Titles by Pub Date and Total Circulations Select the following, then the green arrow

  28. Titles by Pub Date and Total Circulations Skip and move on to the green arrow

  29. Titles by Pub Date and Total Circulations Select the following, then the green arrow

  30. Titles by Pub Date and Total Circulations Type the following, then Save & Run

  31. Titles by Pub Date and Total Circulations Click on Refresh List until the Status says Completed, then click the View link

  32. View the Report Titles by Pub Date and Total Circulations …

  33. 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 …

  34. Run this report in your Report Builder Publishing Date of Copies

  35. Download the report as an XML File Publishing Date of Copies

  36. Save the file Publishing Date of Copies

  37. Change the name and save to your desktop Publishing Date of Copies

  38. When the download completes, select Close Publishing Date of Copies

  39. Locate the file on your desktop, right-click on it, select Open With, and choose Excel Publishing Date of Copies

  40. Open the XML “As a read-only workbook” Publishing Date of Copies

  41. Highlight the barcode column by clicking on the top cell, then right-click on the column and choose Format Cells… Publishing Date of Copies

  42. Choose the Number category from the Number tab, and then reduce the Decimal places to 0. Select OK. Publishing Date of Copies

  43. 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 Creating a batch file

  44. Practice Using Report Builder

  45. 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

  46. 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

  47. 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

  48. 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

  49. Resources

  50. Open Floor • Feel free to ask any questions

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