Destiny Implementation Planning Meeting

Destiny Implementation Planning Meeting

Summary Document

School District 70 Alberni, BRITISH COLUMBIA.

11/19/2013

This document will help guide you through the

Destiny implementation.

Prepared By: Joy Sourou

Project Manager

1-800-323-3397 x7764 (USA/Canada)

(815) 578-7764

Project Team Members

Follett Team Members

Follett Team Member / Follett Team Role Descriptions
Project Manager
Joy Sourou

1-800-323-3397 x7764 (USA/Canada)
(815) 578-7764 /

Central point of contact to guide and oversee the implementation
Defines, documents, and monitors implementation schedule and milestones
Facilitates project planning and coordinates internal resources

Implementation Specialist
Rose Dhillon

1-800-323-3397 x 7576(USA/Canada)
(815) 578-7576 /

Discusses hardware and network requirements
Discusses patron data exports from student information system (SIS) for use in Destiny
Performs system setup and delivers Technical Administrative Training

The Implementation Specialist listed here may not be the project stakeholder who will be responsible for the installation phase. This stakeholder’s contact information will be provided at such time.
Sales Executive
Archie Jaswal
1-800-323-3397 x (USA/Canada)
(815) 578- /

Assists the district with selecting appropriate licenses and services
Point of contact for contract and pricing information.

Technical Support
Toll Free: 1-800-323-3397 (USA/Canada)
International: +1-815-578-7599
Email: /

Available Monday – Friday

from 6 am to 6 pm Central Time

District Team Members

District Role Descriptions
Project Lead / Single point of contact for coordination, communication and dissemination of project information to appropriate team members at the district
Technical / Technical point of contact for the Destiny Project; will prepare server and provide connectivity, if applicable; will extract data and attend technical training.
SIS Data / Individual knowledgeable about the current Student Information System; will create a CSV file for input into Destiny
Functional-Library / Individual knowledgeable about current Library Functions and Policies; can be one person or a group of library representatives.
Functional-Data / Point of contact for the Follett Data Analyst if your project involves Data Services; responsible for signing off on the completed data during the project
Training Contact / The point of contact for the Destiny Trainer; coordinates any resources within the school(s) for the Destiny Training
Destiny Administrator (functional) / Individual(s) with highest access level in Destiny; manages administrative functions in Destiny.
Destiny Administrator (technical) / Individual(s) with highest access level in Destiny; maintains software on server, if applicable.

District Team / Contact Name / Email / Phone
Project Lead / Jack Hitchings / / 250-720-2779
Technical / Dick Tao
Mike Gough /

SIS Data
Functional-Library / Marc Fryer /
Functional-Data
Training Contact / Linda LaRochelle /
Destiny Administrator (functional)
Destiny Administrator (technical)
Alternate Project Contacts
Role / Contact Name / Email / Phone

Site Configuration
District Customer Number: 6032859 / Site Short Name
(max of 10, alpha-numeric characters) / Customer Number / Site Type
(i.e.: Elementary, High School, Middle School) / SIS
Building Code / Peripherals / Subscriptions / Data
Services
School District 70 Alberni
1 / AW Neil Middle School / 6002752 / Middle / N/A / TitlePeek, OneSearch / LM Non-Standard Conv.
2 / Alberni District Secondary School / 6002753 / Secondary / N/A / TitlePeek, OneSearch / LM Non-Standard Conv.
3 / Ecole Alberni Elementary School / 6002754 / Elementary / N/A / TitlePeek, OneSearch / LM Non-Standard Conv.
4 / Wood Elementary School / 6033245 / Elementary / N/A / TitlePeek, OneSearch / LM Non-Standard Conv.
5 / Eighth Avenue Elementary School / 6002758 / Elementary / N/A / TitlePeek, OneSearch / LM Non-Standard Conv.
6 / Ecole Eric J Dunn Middle School / 6002760 / Middle / N/A / TitlePeek, OneSearch / LM Non-Standard Conv.
7 / Gill Elementary School / 6002761 / Elementary / N/A / TitlePeek, OneSearch / LM Non-Standard Conv.
8 / John Howitt Elementary School / 6002762 / Elementary / N/A / TitlePeek, OneSearch / LM Non-Standard Conv.
9 / Maquinna Elementary School / 6002763 / Elementary / N/A / TitlePeek, OneSearch / LM Non-Standard Conv.
10 / Ucluelet Elementary School / 6002767 / Elementary / N/A / TitlePeek, OneSearch / LM Non-Standard Conv.
11 / Ucluelet Secondary School / 6002768 / Secondary / N/A / TitlePeek, OneSearch / LM Non-Standard Conv.
12 / Vast Alternate Center / 6016473 / Alternate / N/A / TitlePeek, OneSearch / LM Non-Standard Conv.

Notes:

Destiny Set-up

MARC Sources

Alliance Plus – Your Destiny contract may include Alliance Plus.

These Follett services require access to Port 80 outbound on your server.

Zed-Sources – To search for and retrieve MARC records from libraries around the world that have Zed39.50 servers, Destiny has an integral Zed39.50 client. The Library of Congress will be set up as a Zed-Source during training. You can set up additional Zed-Source sites directly.

These services require access to server port 7090 outbound for Library of Congress, and
Port 210 for other Zed-Source sites.

Internet Access

You may choose to make Destiny publicly available via the Internet.

Server Port 80 inbound must be open.
In order to set up SSL encryption, server Port 443 inbound must be open.

FollettShelf eBook Integration

Overview and Key Benefits:

Destiny Library Manager can be integrated with FollettShelf. This integration allows your Follett eBooks to automatically be available for searches within Destiny (materials can be hidden on FollettShelf by a combination of patron types and circulation types) without importing MARC records and provides Librarians with the ability to access FollettShelf administration and reporting functions directly from Destiny. Patrons can log in to FollettShelf using their Destiny log-in credentials, eliminating the need to manually maintain patron account information in FollettShelf.Additional information on Follett eBooks and FollettShelf is available at or by contacting Follett Library toll free at (888) 511-5114; (Outside the US and Canada: +1-815-759-1700 x1102) or .

Initiation and Configuration:

Enable Integration, with District Level Shelf

During your installation, we will enable Destiny to connect to FollettShelf. Your integration will include the integration of your District Level content provider shelf. Materials on this shelf will be shared with all sites within the district. In order to access Follett eBooks on the district shelf, each site will require a shelf regardless of whether they have site-level Follett eBooks.

In order to complete the integration, the District Cataloger for the District, and Site Administrator for each site will need to authorize their connection to FollettShelf and then configure FollettShelf so that patrons are automatically logged in when they access Follett eBooks.Detailed instructions for completing the integration are provided in Destiny Help. Once logged into Destiny, simply click on the Follett eBooks icon from the Destiny Help main screen to access the integration instructions.

To allow access to FollettShelf and usage of Destiny Quest mobile app and/or Follett Digital Reader app:

Students and Faculty

Patron Import and Cleanup

Patrons will not be brought from the old library system

Patrons will be brought in using an export from the SIS.

Note:

The update process requires that a .csv export is generated regularly from your SIS. The file needs to be formatted and named the same as the file used to set up the patron process. It also needs to be placed in the same location as initially set up.

Prior to implementation, the functional leads should decide which of the 40 available fields in Destiny will be populated from the SIS. Please use the SIS Planning Document to record these decisions.

If, in the future, the functional leads require additional fields to be populated from the SIS, they will need to coordinate the changes to the SIS file with the person in charge of the export and have the Destiny Administrator use the patron conversion utility to add the fields to Destiny.

Access Levels

Access Levels are permission groupings that regulate the functions that users can perform in Destiny. They also determine what the user can see on Destiny screen pages. Access Levels can be managed at the district level by the Destiny Administrator or at the site level by the Site Administrator. In the patron record, the appropriate Access Level is assigned to each patron.

Bibliographic Data

Preferred Descriptive Cataloging Form (AACR2 / RDA)

RDAis the new cataloging standard replacing AACR2r, it provides more comprehensive guidelines on cataloging audiovisual and digital resources than AACR2r.AACR2 will be selected by default. Selecting RDA as your preferred Cataloging Form will enable catalogers to convert existing records one-by-one using the convert button and to import and create new records that comply with RDA.

Preferred Cataloging Form:

Conversion from Eloquent

Conversion without Transactions and Statistics – The district will need to export bibliographic data in MARC 21/852 Holdings format and upload to FSC Data Services where it will be converted. Upon completion, the data will be made available to FSC Implementation for import into Destiny.

A Data Analyst from Data Services will be in contact to discuss the details regarding the data conversion. You will be required to review, sign and return a Work Verification Document outlining the conversion details before the completed conversion data will be released to Implementation Services for importing into Destiny.

See timeline for task details.

Barcode Samples

Please provide 10 random samples of the physical barcodes from the materials in the collection. The samples should reflect a thorough representation of the different styles of barcodes affixed to your collection. Once you have identified your sample barcodes, please photo-copy each barcode, enlarging them at least 200% and fax to Data Services at

815-578-5100. For more details see the document: Barcode Submission Guide.

Training Descriptions & Requirements

Technical Training

Training Environment: The Technical Training will be conducted remotely via WebEx, unless otherwise stated in your contract.
The Technical Training is divided into two sections. The target audience for each section may or may not be the same person(s).
Destiny Technical Essentials

Audience

Technical and SIS Contact(s)

Types of Topics Discussed

Destiny Backup Recommendations
Patron Update Processes
LDAP, SSL, and other technical options

Destiny Administrative Overview

Audience

Person(s) responsible for district level administration of Destiny

Types of Topics Discussed

Adding/Editing district and site settings
Creating/Editing District Users
Job Manager maintenance

Understanding Roles and Permissions

Training Environment Setup: The following requirements will need to be completed by a member of the district technology team prior to each Webinar.
Install WebEx on each attendee’s computer.
Install current version of Adobe Flash Player on each attendee’s computer.
Create browser shortcut to Destiny URL or IP address on each work station.
For best audio quality, it is recommended to have the phone in front of the attendees.
If meeting in a lab environment and resources are available, have multiple phones set up in the room.

Objective: To explain the Destiny user hierarchy and access levels, and set up user logins for training attendees.
Format: 2 hour webinar with simultaneous conference call
Attendees: Administrative users of Destiny, who will be responsible for site-based user permissions for Destiny tasks. Up to 12 persons may attend, unless specified differently in your Destiny agreement.

On-Site Instructor Led Training

Training Environment Setup: The following requirements will need to be met for the Physical/Technical environment for End Users Training.
Lab setting with workstation for each attendee and trainer along with projector.
Install current version of Adobe Flash Player on each attendee’s computer.
Install current version of Adobe Acrobat Reader on each attendee’s computer.
Create shortcut to Destiny URL or IP address on each work station.
Follett Remote should be loaded on each workstation. The following URL can be used to install this application (under the Converting to Destiny section):
Objective: To train the site-level users on functionality in Destiny.
Attendees: The functional end users of Destiny such as librarians, media specialists, aides and personnel responsible for the functional management. Up to 20 persons may attend, unless specified differently in your Destiny agreement.

Assign user name, password and access level to each attendee’s patron record in Destiny and forward to attendees prior to training.

Library Manager Training Location / Workbook Shipping Location
How many people will be attending the training? / Up to 20 people
Location: / School District 70 Alberni / same
On-site contact: / Jack Hitchings
Street Address: / 4690 Roger Street
City, State Zip: / Port Alberni, BC V9Y 3Z4
Phone / Misc. Info:

On-Demand eLearning

Your district will have unlimited access to on-demand, prerecorded training content on the Follett Software website to help you get the most out of your Destiny Resource Management Solution.

Modules are broken down into short segments that cover specific topics so you can get repeatable training on what you need, when you need it, for both new and existing staff members.
Each module enables you to get hands on experience with the product in a controlled environment before you make any changes to your Destiny Resource Manager database.
Access the eLearning sessions at the Follett Software Customer Area – On-Demand eLearning Modules:

Customer Portal Account

You will need to be logged in to your Customer Portal Account to access downloads, the Secure Data Transfer area, and the eLearning modules.

If you have not already done so, you are encouraged to go to to create your user log-in. You will need an email address, your customer number and zip code. For more information and/or to set up your account visit:

School District 70 Alberni, BRITISH COLUMBIA
Destiny Implementation Timeline - 11/19/2013
Tasks / Responsible Party / Date Due
Send signed contract to FSC / District / Prior to installation
Send PO to FSC / District / Prior to installation
Create Customer Portal Account using your district/sitecustomer number / District Project Team / Anytime after planning meeting
Upload data to FSC Data Services
Cease Cataloging in Eloquent
/ Functional-Data or Technical Contact / November 20
Barcode samples faxed to FSC at 815-578-5100 / Functional-Data Contact / November 20
Provide Connection Information for Destiny Server / Technical Contact / By December 12
Place patron .CSV file(s) on Destiny Server. / SIS Data Contact / By December 12
Data conversion complete / FSC Data services / December 12
Installation / FSC Implementation Specialist & District / December 13-16
Technical Training – 2 hours / FSC Implementation Specialist & District / December 17
10:00 am PT/12:00 pm CT
Acknowledgement of Delivery faxed to 815.578.5764 / FSC Account Manager & Project Lead / December 17
Understanding Roles and Permissions Webinar (required) – 2 hours / FSC Trainer & Site Administrators / TBD
Verify that each attendee’s patron record in Destiny has user name, password and access level prior to training. / Site Administrator(s) / During Roles & Permissions
Prepare Training Environment / Project Lead & Tech / Day before training
Onsite Training – 1 day / FSC Trainer & District / Week of January 13
Tentative
Go live in Destiny / District / After training
Export Textbook Data to new server / TBD- after February
Transition to Support Services / FSC Account Manager, FSC Customer Service, & District / 30 days following training