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Policy Manual Part II - Roseburg Public Schools

Policy Manual Part II - Roseburg Public Schools

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<strong>Policy</strong> <strong>Manual</strong> <strong>Part</strong> <strong>II</strong>: LIBRARY MANAGEMENT<br />

Contents<br />

DESTINY CATALOG STANDARDS & BEST PRACTICES<br />

DEWEY NUMBERS<br />

MERGING DUPLICATES<br />

BIOGRAPHIES<br />

EDITING SERIES RECORDS<br />

MAGAZINE TITLE ENTRY<br />

CURRICULUM PROFESSIONAL LIBRARY<br />

REPORTS<br />

PATRON TYPES<br />

STUDENT PATRONS<br />

STAFF PATRONS<br />

READING SERVICES<br />

STUDENT PHOTOS (import to Destiny)<br />

RESOURCE LISTS<br />

CATALOG INTERFACES<br />

DESTINY CATALOG STANDARDS & BEST PRACTICES<br />

The Destiny system allows us to create a “Union” catalog of all library holdings at all 12<br />

libraries. Title records are shared by all schools which in turns requires each librarian to<br />

check to see if a title is already in Destiny and just add that school’s copy (copies) to the<br />

existing title record.<br />

Call numbers used by each school library can be unique to that site, i.e. R or REF for<br />

reference.<br />

Call numbers should designate a physical location in the library.<br />

DEWEY NUMBERS<br />

Do not extend out beyond 2 or 3 decimal points.<br />

Eliminate the backslash from the call number (/)<br />

Call numbers can not include a hyphen or dash


MERGING DUPLICATES<br />

As much as possible our district collection should not duplicate records for the same title<br />

and author.<br />

Fiction titles should be merged if the records are for the same work. Differences in<br />

different editions, i.e. hard cover or different paperback editions, should still be grouped<br />

in the same record.<br />

If a work has been abridged, illustrated, or adapted in some way then a separate record<br />

should be maintained.<br />

Classic works which often have different illustrators should have separate records<br />

maintained.<br />

Report titles that need to be merged to the library media coordinator.<br />

BIOGRAPHIES 921 vs. Dewey nonfiction call #<br />

Librarian will need to evaluate which call # will best represent the content of a work that<br />

is more of a biographical work rather than about the life work of the person, i.e. a book<br />

about a golfer’s approach to golf technique vs a book on that golfer’s life as a whole.<br />

EDITING SERIES RECORDS<br />

In order for students and teachers to see series information without going into an<br />

individual title record, librarians have agreed to edit titles to add series information. The<br />

uniform format for series information is described below.<br />

MARC format:<br />

245 Tag, subfield a<br />

format; Title / series name bk #<br />

Examples of 245 Tags<br />

Ark angel / Alex Rider bk 6<br />

The Black Circle / 39 Clues bk 5<br />

(Use a space before and after the slash, no punctuation after series name, a space then<br />

bk, and then a space


Alternate MARC format<br />

Title 245 1 4<br />

a The Battle of the Labyrinth /<br />

b Percy Jackson & the Olympians bk 4<br />

c Rick Riordan.<br />

Example:<br />

The Battle of the Labyrinth / Percy Jackson & the Olympians bk 4<br />

MAGAZINE TITLE ENTRY<br />

Consistency across the district is our goal. More uniform magazine title entries, could<br />

save everyone time in just entering your copy info to a record someone else has already<br />

entered. To see if a magazine issue is already entered, titles need to be in a standard<br />

format. Just like books, you should search across the district to see if the magazine is<br />

already entered to avoid unnecessary duplications.<br />

The other issue is to simplify title searching for patrons. When searching in Destiny,<br />

magazine titles pop up in the middle of other titles so uniformity would be less<br />

confusing. Adding the year after the title will group magazine titles together and allow<br />

book titles to emerge.<br />

examples:<br />

American Girl 2008, Mar<br />

Sports Illustrated Kids 2008, Apr<br />

Sports Illustrated 2008, Jul 28<br />

U.S. News & World 2008, Sep 18<br />

No ALL CAPS in title<br />

Call # should be MAG (no date)<br />

Capitalize each word in the title and capitalize the month<br />

No punctuation between title and year<br />

Put comma after year and before the month<br />

Just use 3 letters when abbreviating the month<br />

No punctuation after the abbreviated month<br />

No period at the end of the title entry<br />

If a title has more than three words, shorten the title.<br />

If a title has an ampersand instead of “and” in the title, use it<br />

Only use the word magazine in the title if that’s the way it appears on the cover<br />

Adding subjects or descriptive notes needs to be done following appropriate MARC<br />

cataloging. A true subject entry should be placed in 650 or one of the other appropriate


600 tags. A descriptive phrase about the topic of that magazine issue should be put in<br />

the 500 or 520 tags.<br />

CURRICULUM PROFESSIONAL LIBRARY<br />

The district maintains an extensive collection of professional books and other materials<br />

on topics such as student assessment, leadership, learning disabilities, and cooperative<br />

learning. The professional library is physically located at the district office, but the<br />

catalog records are maintained through the High School database and have a call<br />

number that begins with CUR.<br />

i.e. Professional Learning Communities at Work by DuFour CUR 371.01 DUR<br />

If you are looking for textbook records, please go through your school library website.<br />

From there you can choose to search for textbooks at your own school or across the<br />

district. You need to be set up to log in to the system to search textbook holdings.<br />

For information on how to place holds, to check your own account, or any other related<br />

information, please see your school librarian.<br />

REPORTS<br />

MONTHLY REPORTS<br />

(For school library file)<br />

1.Back office/Reports/Library Materials<br />

" Library Statistics"<br />

Print<br />

2. On that same page at the bottom<br />

"Statistics Snap shot"<br />

"View current statistics" click "Go!" and then print that page.<br />

3. Back office/Reports/Library Materials<br />

Collection Statistics - Historical<br />

"For circulations" put in the start date for the month "to" the end date of the month.<br />

"Show" leave at "Summary Only"<br />

"Organized by" change to "Dewey"<br />

Do nothing with the "Limit to call numbers"<br />

"Increment by "100’s Dewey"<br />

Do nothing with "Circulation Types"<br />

Click "Run Reports" then print from in "job manager".


END OF YEAR REPORTS<br />

(to be sent to Library Coordinator)<br />

Copies of purchase orders (or send lists of book titles & P.O. #)<br />

One usual monthly reports for May/June (wait to do it when school is out)<br />

End-of-year report (choose annual statistics rather than monthly)<br />

Collection value report<br />

Collection age report<br />

Inventory final “UNACCOUNTED FOR” list<br />

PATRON TYPES<br />

Consistency across schools is needed for some types of patrons i.e. Withdrawn.<br />

PATRON DATA<br />

User defined fields<br />

Fields 1 and 2 are reserved for district use in Schoolmaster updates. Teacher<br />

name and first period room location on the secondary level will appear in these fields.<br />

Fields 3,4,5 can be used at the building level for other information<br />

STUDENT PATRONS<br />

Withdrawn students<br />

3 editing steps for students who move away<br />

Patron type: Withdrawn<br />

Inactive: status<br />

date of withdrawal: in user defined field 1<br />

Withdrawn vs. transfers<br />

* Students no longer at your school but who are elsewhere in the district should be<br />

moved to their current location by the Destiny Administrator so that any obligations are<br />

carried with them to the new school.<br />

Search district-wide before entering a new patron who might have attended another<br />

<strong>Roseburg</strong> school in the past.<br />

* If a patron record has a district ID # when the synchronization with Schoolmaster<br />

takes place these transfers to a new site take place automatically and the obligations<br />

will go with them. Schoolmaster updates to Destiny occur weekly


* If you have old patron records which have no district ID number and they owe nothing,<br />

delete them from your system.<br />

* Students who are actually withdrawn but who owe something should be kept in your<br />

system, but made inactive. Just be sure they are really gone and not elsewhere in the<br />

district.<br />

* Students who are withdrawn BUT OWE should have the district ID put in the barcode<br />

field so that if they come back into the district, the ID number in existence will prevent<br />

the student from slipping back in without obligations following them.<br />

*If a student who goes to another school but still owes you something (i.e. summer<br />

school) then check that item out to the student as an interlibrary loan so the obligation<br />

remains on their record. Then you can delete that old patron record out of your system.<br />

*If a student has an old barcode number and there is no duplicate patron record at<br />

another site (with or without the correct district ID number) you should delete them<br />

unless they owe something.<br />

*Do not delete withdrawn students for 2 years.<br />

STUDENT LOG IN TO DESTINY<br />

Reasons students may want to log in.<br />

1. They can see their checkouts, holds, and history.<br />

2. They have the rights to review a book.<br />

To create access for students in Destiny, you will need a list of student district ID<br />

numbers. Students can create their own log ins, choosing log in name and password,<br />

but students some months later typically don’t remember what they entered. Instead<br />

you can enter log in names and passwords for them, so you can give them that<br />

information when they forget<br />

STAFF PATRONS<br />

For all staff members you need to be sure they have:<br />

Patron type- Faculty<br />

Access level-Teacher<br />

Is currently teaching Check-marked for teachers<br />

(must be checked to allow them to log in and to checkout a textbook to teacher as a<br />

teacher)<br />

Enter username and password for staff into that part of the FACULTY patron records.<br />

The TEACHER "Access Level" is needed for all staff so they can log in with staff<br />

privileges.<br />

Teacher access:<br />

1. They can see what they have checked out.


2. They can see textbook inventory at your school and across the district.<br />

3. They can set their own holds.<br />

Remember, teachers ONLY have to log in if they want to do one of the above tasks that<br />

they have privileges to do. Otherwise they just access the library catalog like students<br />

do (with no logging in necessary).<br />

TEXTBOOK CHECK-OUTS<br />

You should be careful that you are checking out textbooks “to teacher” NOT “to patron.”<br />

Note the tabs across the top in Textbook Checkout. It does matter when checking and<br />

printing teacher obligations.<br />

CIRC STATION ACCESS<br />

The STAFF user will be the login you should use for the circulation desk each school<br />

day. This will be the appropriate login for students and teachers who help with<br />

circulation at many schools and for library substitutes to use. This is how you should log<br />

in if anyone else has access to your computer.<br />

If you have a workstation that you use that no one else uses, then you can log in daily<br />

on that computer as Library Administrator (ladmin).<br />

STAFF LOG IN<br />

Here's what to do to create the STAFF login:<br />

1. Log in as site admin (admin ###)<br />

2. Go to Back Office<br />

3. Then Add Patron<br />

4. You can let Destiny assign a random barcode # (but you can use whatever in that<br />

field)<br />

5. For "Access Level" choose STAFF.<br />

6. Put in media for the password and confirm.<br />

7. Choose a patron type ("Faculty" type)<br />

8. Save<br />

After logging in as STAFF, the circ station will be ready to use.<br />

Note: The maximum time frame for all user levels is 240 minutes, so it will be necessary<br />

to log back in every 4 hours. This time out is a protection for everyone if you should<br />

forget to logout.


READING SERVICES<br />

ACCELERATED READER<br />

To activate the AR reading program feature there are some steps to follow:<br />

Log in as site admin or library admin<br />

Go to Catalog<br />

Choose Reading Program from side menu<br />

Select "Update quizzes" tab<br />

Step 1 Upload an AR quiz file<br />

(I'm assuming those of you who use AR know how to create this file.)<br />

Step 2 Select the first option to download AR info<br />

Note: If you have entered your own AR tags in the past, do not check the box at the<br />

bottom so it doesn't overwrite existing AR info already in your database. This seems to<br />

take care of the concern of Cindy and others that your old tags with original quiz info will<br />

be overwritten.<br />

If you want to start clean and have all AR tags overwritten then check that box before<br />

you run step 2 above.<br />

LEXILES<br />

To activate Lexiles.<br />

Log in as site admin or library admin<br />

Go to Catalog<br />

Choose Reading Program from side menu<br />

Select "Update Lexile" tab<br />

Click on PROCEED (it can run in the background)<br />

This is a process that will need to be updated periodically.<br />

STUDENT PHOTOS (Steps to import to Destiny)<br />

A. Leif Studios Mac platform--<br />

instructions for uploading student pictures (on a MAC only<br />

Insert Photo Disc<br />

open my computer, then open the CD-ROM<br />

Copy these files to your desktop<br />

-JPEGS folder<br />

- Pref_jpg<br />

Rename "Pref_jpg" to "idlink" (very important)<br />

Create New Folder (right click, New, Folder) (control+click, New, Folder: if you<br />

only have a single button mouse)<br />

Put "idlink" and "JPEGS folder" in new folder<br />

Right click on the folder you just created, or control +click


Select "archive of 'whatever you named your new folder' "<br />

This will create a new zip folder on your desktop (this is what you will select when<br />

you upload)<br />

Open your Destiny page under ladmin# (works at this level)<br />

Go To<br />

-Back Office<br />

-Upload Pictures<br />

-Hit "Browse" button<br />

On Browse Window search your desktop and select your new zip folder and hit<br />

open or double click the folder.<br />

This should upload your pictures. It takes a little while since there is a lot of data<br />

on the CD. On your job manager you should be able to see if the job completed,<br />

just press the "refresh" button.<br />

B. Life Touch Instructions<br />

On your desktop create a “Compressed<br />

(Zipped) Folder” by right clicking.


When you insert the disc you will get the screen to the left.<br />

Click Browse ImageStream CD<br />

Drag<br />

icon to your zip folder.<br />

Open<br />

folder. Drag ‘idlink’ file to your zip folder.<br />

DESTINY DIRECTIONS<br />

Back Office Upload Pictures Browse & Select your Zip Folder Upload<br />

Check your job manager. Any “Warnings” with a district ID number (i.e. 20085454) are<br />

usually not at your school anymore. (You can double check by entering the number in<br />

destiny and deselecting “only my patrons”.)<br />

Any “Warnings” with a “NOID#” (i.e. NOID6 or NOID3) are usually teachers. You will<br />

have to open up the “GIF89C” folder and manually upload each of those if you want<br />

your teachers’ pictures entered.<br />

RESOURCE LISTS<br />

Resource Lists give you the ability to create and maintain multiple lists of items you<br />

group together for various purposes i.e. themed reading lists; all audio books in your<br />

collection. You have the option to have your lists viewable by all users by making it<br />

PUBLIC. Otherwise, lists that you create remain private.


Teachers can make use of Resource Lists for their own planning purposes or they can<br />

create suggested reading lists for their students to use. If students have been told to<br />

check for a resource list, they can access the list from anywhere and they can select<br />

books from the library collection. A teacher resource list helps save paper and can be<br />

updated at any time.<br />

Resource Lists have a prominent position on the Quest catalog interface. If you’re using<br />

Destiny Quest you may want to promote resource lists to your teachers. You will need<br />

to set your teachers up with user names & passwords entered into Destiny and do a<br />

brief inservice with them on how to log in as well as why they may want to log in.<br />

RESOURCE LISTS VS. CATEGORIES<br />

Category lists serve much the same function as resource lists. Only the librarian can<br />

create and work with categories, although any user can search the category lists.<br />

Categories are attached to each copy while resource lists only work with the title<br />

records. Both have numerous printing and report options. One special feature of<br />

resource lists is the option to print as a works cited format following MLA Seventh<br />

edition.<br />

CATALOG INTERFACES<br />

The default catalog interface has a clean look and has access to more search options. It<br />

can be used at any grade level, but is most appropriate for the secondary level. It is an<br />

individual library decision on which interface to use.<br />

Destiny Quest<br />

There is a choice of backgrounds available for Destiny Quest. The default Quest<br />

background is what Follett calls "a‐MAZE‐ing."<br />

Go to back office<br />

Then to Site Configuration<br />

Further down that page you will see the choices below. You have to log out to see a change<br />

take place.<br />

Default theme for Destiny Quest<br />

‐a‐MAZE‐ing<br />

Ocean Odyssey<br />

Molten Metal<br />

Spaced<br />

X Marks the Spot

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