How to perform Textbook Management Cataloging is the topic for this support session.

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2 How to perform Textbook Management Cataloging is the topic for this support session. 2

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4 Tothe lower left side of your SAFARI Live screen, notice that there are windows for chats and polls. Please feel free at any time to make comments or ask questions using the chat feature. Simply click on the open field at the bottom of the chat screen and begin typing. I like to recommend to all participants that you have 2 PC computers available. If you are unable to use 2 computers, you can still participate by opening a new tab for Destiny, then toggling back and forth between the tabs. Or you can resize 2 individual browser windows to fit within your monitor. 4

5 Our essential question for all Destiny textbook Support Sessions is Inother words, why do we need to master these skills? 5

6 Which of the following bullet points might be relevant to running Textbook Management reports? 6

7 Here are the specific skills we will cover in this support session. 7

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9 4.0 = I can evaluate the implementation of a school textbook mgmt system 3.0 = I can train others to manage a school textbook mgmt system 2.0 = I can manage a school textbook mgmt system 1.0 = I can contact Thomas for assistance with managing a school textbook mgmt system 9

10 Open and refer to the Textbook Copies Comprehensive report that we ran in this morning s session named Textbook Management Reports If you were unable to attend the session, you will be able to watch the recorded version of the session by going to my website at The procedures for generating, opening, and formatting this report can be found in the support session video If you do not have this report available, please watch the demonstration 10

11 Filter the textbookstatus column to exclude checked out Custom Sort by the textbookacquired column in ascending order (A to Z) Then Add Level and sort by the textbookisbn column in ascending order (A to Z, or Oldest to Newest) Then Add Level and sort by the datelastaccountedfor column in ascending order (A to Z) In the textbookcopybarcode column highlight the cells of copies that you want to remove from your inventory Use the Fill Color tool (paintbucket button) to highlight those cells in yellow Sort by color the textbookcopybarcode so that the yellow highlighted cells float to the top of the spreadsheet Highlight and copy all of the barcode numbers you wish to delete Save the report as to be deleted.xlsx Open the Notepad program in All Programs / Accessories Paste in the barcode number you wish to delete Save the file as to be deleted.txt 11

12 Logon to Destiny and go to the Catalog tab / Update Copies screen / Batch Update sub-tab Update the following Textbook information Select Location to Click on the Other button Add Location named To Be Deleted (first letter capitalized, 1 space between words) Click on the Save button Next to Upload File, click on the Browse button In the Choose File to Upload dialog box locate the to be deleted.txt file that you previously created Click on the Update button 12

13 Go to the Circulation tab / CopyStatus screen and scan/type/paste-in the barcode number of the copy you want to update, then enter Click on the Edit Copy button Select the Condition Unusable from the drop-down Slect the Location To Be Deleted from the drop-down Click on the Save Copy button 13

14 Keep your to be deleted.txt file on your PC desktop as a running list Place a reminder in your calendar whenever is most appropriate for you to run the update process On a quarterly basis the district office will run a report of your copies marked as To Be Deleted, verify that they are eligible for removal, and export them out of your inventory 14

15 No, this is no longer necessary. If you have updated your locations to to be deleted, then we can see them from the district office. There might be several weeks delay between the time that you update your copies and the time they actually get deleted, but we will process deletes distict-wide each quarter, and do a last sweep shortly before your textbook inventory is due in June. 15

16 Available copies Checked out copies Lost copies In Transit copies Currently adopted copies Out-of-adoption copies Supplementary materials not used district-wide 16

17 Whena school looks in Destiny for possible extras, they should go to the Catalog tab / TextbookSearch screen Find by ISBN (example: ), and look in all of Orange County Public Schools Identify the title record with the most copies off-site Click on the hyperlink showing the quantity of off-site copies Identify a school with a large number of available copies Click on the Show More drop down arrow Look to see if the copy says To Be Deleted in the Location column, or Unusable in the Condition column The school should not request copies from another school if their copies are marked as such 17

18 If there is urgency in removing a textbook copy from your catalog, you may send to me an with the barcode number and the reason why you need the copy deleted immediately. Please feel free to share in the chat any other situations that might call for immediate attention. 18

19 You may always run the Textbook Copies Comprehensive report in the Report Builder, and filter the textbooklocation column to only include To Be Deleted You may also run the report named Textbooks To Be Deleted in the Report Builder which is pre-limited for your convenience 19

20 If you receive textbook copies without barcodes on them, please visit and click on the link that says Order Textbook Barcode Labels 20

21 Go to the Catalog tab / Add Textbook screen Find Books with ISBN and scan/type/paste-in the ISBN If the title does not exist in the catalog, you may be the first to enter the title information Be aware that your title record can be viewed by all textbook managers throughout the district Do not create your own title records for titles that already have a title record available Only create titles for textbooks that your school purchase as supplementary materials Textbook titles adopted by the district should already have an existing title record In the open textbook title record, you should make a concerted effort to enter accurate information in the following fields: Title, Authors, Edition, Material Type, Publisher Name, Vendor Name, and the Replacement Price Click on the Save Title button If you made a mistake and need the title edited, please send me an with the ISBN of the title and let me know exactly how you want the title edited 21

22 Go to the Catalog tab / Add Textbook screen Find Books with ISBN and scan/type/paste-in the ISBN If the title does exist in the catalog, then choose the official title for your copies The official titles are often abbreviated, and typically have the most off-site copies attached to them If you would like to request an edit in the official title, please feel free to contact me In some cases the edit can be made The title designations need to remain abbreviated so that they match FSBD s catalog and packing slips In the Title Details screen, click on the Add Copies button To add a single copy, select Number of Copies 1 and scan/type/paste-in the barcode number of the book next to Starting Barcode To add multiple copies, select List of Barcodes and scan/type/paste-in each barcode number next to the Add button Update the Condition, Location, Budget Category, Copy Categories, and Notes only if applicable to you Click on the Save Copies button 22

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25 4.0 = I can evaluate the implementation of a school textbook mgmt system 3.0 = I can train others to manage a school textbook mgmt system 2.0 = I can manage a school textbook mgmt system 1.0 = I can contact Thomas for assistance with managing a school textbook mgmt system 25

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