Resource Permissions
Note: Permissions apply to Destiny Resource Manager unless otherwise noted.
Resource Search Access
| Permission | Default Access Level | Users with this permission can... | Dependencies | Notes |
|---|---|---|---|---|
| Use Resource Search |
Destiny Administrator, District Resource Manager, Resource Administrator, Staff, Teacher |
Search for and view resources and items. |
None | None |
| Search all resource sites |
Destiny Administrator, District Resource Manager, Resource Administrator, Staff, Teacher |
Use the Look in drop-down to search for resources in the entire district or a site type. |
None |
If a user with this permission opts to search the district or a group of schools, the search results include off-site resources, regardless of their Always show all resources in the district permission. In general, Search All Resource Sites affects the search options. |
| Always show all resources in the district |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator, Staff, Teacher |
View information about off-site items in Search Results and on the Items sub-tab of Resource Details. |
None |
If a user without this permission and with Search All Resource Sites permission opts to search the district or a group of schools, the search results include off-site resources, regardless of their Always Show all Resources in the District permission. In general, Search All Resource Sites affects the search options. Always Show all Resources in the District affects the search results. |
| Permission | Default Access Level | Users with this permission can... | Dependencies | Notes |
|---|---|---|---|---|
| Access My Lists for resources |
District Resource Manager, Site Administrator, Resource Administrator, Staff, Teacher |
Create custom Resource Lists. |
None |
A Guest also can access and use a Resource List. It is, however, automatically deleted after an inactivity timeout. The list does not persist from day to day, as does a Resource List belonging to a logged-in user. To create multiple lists, you need the Patrons - Self-Empowered Patron Access - Create multiple Lists permission. To make one's lists available to others, you need the Patrons- Self-Empowered Patron Access - Publish My Lists permission. To save (as a text file) and email lists, you need the Patrons- Self-Empowered Patron Access - Save and Email List permission. To view public lists, you need the Patrons - Self-Empowered Patron Access - View Public Lists permission. |
| Add resources to My List by range or number |
District Resource Manager, Site Administrator, Resource Administrator |
Add items to a Resource List by barcode number, with a file or list of barcode numbers, or by a date range. |
Requires the Access My List for resources permission. | None |
| Search all advance booking sites |
Destiny Administrator, District Resource Manager, Resource Administrator |
Use the Look in drop-down to search for resources in the advance booking site. |
Advance booking site exists in the district. |
If a user with this permission opts to search the advance booking site, search results include those resources, regardless of the user's Always show all resources in the district permission. |
| Book resource for self from Catalog | Destiny Administrator, District Resource Manager, Resource Administrator | Book resources for oneself on a resource details page in the Catalog. | Requires the Search all advance booking sites permission. | |
| Edit/extend bookings for self from My Info | Destiny Administrator, District Resource Manager, Resource Administrator | Change booking date and extend (renew) one's own bookings. | Requires the Search all advance booking sites and Book resource for self from Catalog permissions. |
Resource Management
| Permission | Default Access Level | Users with this permission can... | Dependencies | Notes |
|---|---|---|---|---|
| Manage resource descriptions - Add/duplicate |
Destiny Administrator, District Resource Manager, Administrator, Resource Administrator, Staff |
Create resource records in Catalog > Add Resource and duplicate records on a Resource Details page. | None | None |
| Manage resource descriptions - Add without searching |
Destiny Administrator, District Resource Manager |
Create resource records without first searching the database for existing records. | Requires the Manage resource descriptions: Add/duplicate permission. | None |
| Manage resource descriptions - Edit |
Destiny Administrator, District Resource Manager, Administrator, Resource Administrator, Staff |
Edit resource records. | None | None |
| Manage resource descriptions - Delete |
Destiny Administrator, District Resource Manager, Administrator, Resource Administrator, Staff |
Delete resource records. | None | This permission includes the ability to delete items of this resource, even if the user does not have the Manage resource items - Delete permission. |
| Manage resource descriptions - Globally remove resources |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator, Staff |
Delete resource templates without items in Catalog > Update Resources > Global Delete sub-tab. | None | This permission includes the ability to delete whole templates that do not contain items. Option to preserve digital resources and redemption codes for textbooks. Can preview before deleting. |
| Manage resource descriptions digital content - View resource description digital content |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator |
View digital content or resource URL on the Resource Details page and the Update Digital page. | None | None |
| Manage resource descriptions digital content - Add/Edit resource description digital content |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator |
Add or edit digital content or resource URL for a resource record. | None | None |
| Manage resource descriptions digital content - Delete resource description digital content |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator |
Delete digital content. | None | None |
| Manage resource items - Add/duplicate |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator, Staff |
Create item, media, and license records on a resource's Resource Details and Items sub-tabs. |
None | None |
| Manage resource items - Edit |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator, Staff |
Edit item, media, and license records on an Item Status page in Circulation and the Items sub-tab of a Resource Details page. Edit items in Catalog > Update Resources > Individual Update, Batch Update, and Global Update tabs. |
None | None |
| Manage resource items - Delete |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator, Staff |
Delete item, media, and license records on an Item Status page in Circulation and the Items sub-tab of a Resource Details page. Delete items in Catalog > Update Resources > Individual Update, Batch Update, and Global Update tabs. |
None | None |
| Manage resource items digital content – View resource item digital content |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator |
View digital content on Update Item Digital Content page and in My Info if the checkbox is selected when adding content. | None | None |
| Manage resource items digital content – Add/Edit resource item digital content |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator |
Update digital content on Items sub-tab of a resource's Details page. Add or edit digital content on Update Item Digital Content page. | None | None |
| Manage resource items digital content – Delete resource item digital content |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator |
Delete a resource's digital content on Update Item Digital Content page. | None | None |
| Add/edit/delete/assign item categories |
Destiny Administrator, Site Administrator, Library Administrator, Resource Administrator, Staff |
Manage item categories in Catalog > Resource Search > Item Category. | None | None |
| Manage software assignments |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator |
Assign and update software licenses. |
None | None |
| Merge items from duplicated resources |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator |
Delete duplicate resource records, a process that transfers the item records to the one remaining "best" resource record. |
Requires the Access My Lists for Resources permission. | None |
| Import resources/items |
Destiny Administrator, District Resource Manager |
Import resource and item records in Catalog > Import Resources, and view job summaries in Admin > Job Manager. |
None | None |
| Export resources/items |
Destiny Administrator, District Resource Manager |
Export resource and item records in Catalog > Export Resources. View job summaries, and download export files in Admin > Job Manager. |
None | None |
| Manage resource templates | District Resource Manager |
Add, edit, duplicate, and delete resource templates and custom lists (both funding sources and drop-down lists), export templates, and rearrange the template hierarchy in Catalog > Add Resources > Edit Templates. |
None | None |
| Transfer/Receive resources/items |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator |
Transfer and receive resources in Catalog > Transfer Resources. When receiving items, you can add a note, as well as assign new Custodians, Home Locations, and Departments to the incoming items. | None | None |
| Receive resource items without barcodes |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator |
Receive ordered resources on the View Orders page in Catalog > Resource Orders or receive transferred resources on the View Transfers page in Catalog > Transfer Resources. This includes the ability to assign barcode numbers, Custodians, Home Locations, and Departments to the incoming items. |
Requires the Transfer/Receive permission. | None |
| Approve resources for disposal |
Site Administrator, Resource Administrator |
Assign resources the status of "Approved for Disposal" in an item record. |
None | None |
| Add "On Order" resource items |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator |
Create item records with a status of On Order in Catalog > Resource Orders > On Order sub-tab. | Requires the Manage asset items - Add/duplicate permission. | To receive ordered items with barcodes, requires the Transfer/Receive resource items permission. To view, receive, and remove ordered items without barcodes, requires the Receive resource items without barcodes permission. |
| Order Resources |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator |
Order resources from a warehouse or district resource location in Catalog > Order Resources. | Requires the Manage resource items - Add/duplicate/delete permission. | To receive ordered items with barcodes, requires the Transfer/Receive resource items permission. To view, receive, and remove ordered items without barcodes, requires the Receive resource items without barcodes permission. |
| View Historical Notes |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator, Staff |
Search for and view note information in "View notes" (Circulation > Item Status) and Edit Item page in the Catalog. Admin > Help Tickets > Track or Archive sub-tab, select the help ticket and click View History. | None | None |
| Add historical notes |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator, Staff |
Add a note to an item's Transaction History in Add Item, Edit Item, and Update Software in the Catalog and Individual Update, Batch Update, and Global Update sub-tabs in Catalog > Update Resources. |
None | None |
| Add/edit/delete circulation notes |
Destiny Administrator, District Resource Manager, Site Administrator, Resource Administrator |
Add, edit, and delete notes to item records. | None | All users with access to Circulation functions can view the notes. |
Resource Circulation Access
| Permission | Default Access Level | Users with this permission can... | Dependencies | Notes |
|---|---|---|---|---|
| Check out resources |
Destiny Administrator, Administrator, Resource Administrator, Staff |
Check out resources in Circulation > Check Out > Items. | None | This permission allows checking out by typing and scanning barcodes. For retrieving patrons by keyword, see the permission, Patrons - Patron Circulation Info Access - Barcode not required to find patrons. |
| Reassign resources |
Destiny Administrator, Administrator, Resource Administrator, Textbook Administrator, Staff |
Reassign resources to students for resources that have been checked out to a teacher in Circulation > Check Out Items > To Teacher sub-tab. | Requires the Check out resources/textbooks permission. | Applies to Destiny Resource Manager and Destiny Textbook Manager. |
| Check in resources |
Destiny Administrator, Administrator, Resource Administrator, Staff |
Check in resources in Circulation > Check In Items. | None | None |
| Renew resources |
Destiny Administrator, Administrator, Resource Administrator, Staff |
Renew resources in Circulation > Renew. | Requires the Check Out resources permission. | None |
| Change resource due dates |
Destiny Administrator, Administrator, Resource Administrator, Staff |
Change due dates during checkout in Circulation > Check Out Items. | Requires the Check out resources permission. | This permission does not allow the user to have access to Admin > Resource Policies. See Add/edit/delete resource policies for that permission. |
| Override resource blocks |
Destiny Administrator, Administrator, Resource Administrator, Staff |
Override circulation blocks in Circulation. | Requires the Check out resources permission. | At sites that have block conditions caused by their Resource Policies, a user with this permission must log in to override the block condition. |
| View resource item status |
Destiny Administrator, Administrator, Resource Administrator, Staff |
Retrieve and view information about an item, such as its site, status, home location, custodian, and department; the current and previous checkouts; and its circulation statistics in Circulation > Item Status.
|
None | None |
| Mark resource items "Lost" or "Stolen" |
Destiny Administrator, Administrator, Resource Administrator, Staff |
Change an item's status to "Lost" or "Stolen" in Circulation. | Requires at least one of these permissions for Circulation: Check out resources, Check in resources, View resource item status, or View patron status. | None |
| View resource information |
Destiny Administrator, Administrator, Resource Administrator, Staff |
View today's checkins in Circulaton > Check In Items. | None | Users also need the Check in resources permission. |
| Add/edit/delete bookings for patrons |
Destiny Administrator, Site Administrator, Resource Administrator |
View, create, and edit in Circulation > Book Items, and then click All Bookings, and delete bookings at a patron's site in Circulation > Patron Status, Advance Bookings section of a Patron Status page. | Advance booking site exists in the district. |
Fine Management
| Permission | Default Access Level | Users with this permission can... | Dependencies | Notes |
|---|---|---|---|---|
| View resource fines |
Destiny Administrator, Administrator, Resource Administrator, Staff |
View resource copy-specific fines in Circulation > Fines. The Fines section of a patron record in Circulation > Patron Status includes a list of any outstanding library fines. |
None | Needed to generate a Fine History report (Reports > Patron Reports) that includes resource fines. |
| Add resource fines |
Destiny Administrator, Administrator, Resource Administrator |
Assess resource copy-specific fines and manage copy-specific fine types; also, can change the fine amount when marking a checked-out copy "Lost." | Requires the View resource fines permission. Accessing Patron Status requires the View patron status permission. | To access the Manage Fine Types page (where you can create, edit, and delete copy-specific fine types), you must have this permission. To create, edit, and delete patron-only fine types, you must have the View patron fines and Add patron fines permissions on the Patrons sub-tab. |
| Pay resource fines |
Destiny Administrator, Administrator, Resource Administrator |
Accept payment for resource copy-specific fines, and pay refunds. | Requires the View resource fines permission. Accessing Patron Status requires the View patron status permission. | None |
| Waive resource fines |
Destiny Administrator, Administrator, Resource Administrator |
Waive resource copy-specific fines. | Requires the View resource fines permission. Accessing Patron Status requires the View patron status permission. | None |
| Delete resource fines |
Destiny Administrator, Administrator, Resource Administrator |
Delete resource copy-specific fines. | Requires the View resource fines permission. Accessing Patron Status requires the View patron status permission. | None |
Fee Management
| Permission | Default Access Level | Users with this permission can... | Dependencies | Notes |
|---|---|---|---|---|
| View resource fees |
Destiny Administrator, Administrator, Resource Administrator |
View resource fees in Circulation > Fees. The Fees section of a patron record in Circulation > Patron Status includes a list of any outstanding fees. |
None | None |
| Add resource fees |
Destiny Administrator, Administrator, Resource Administrator |
Assess resource fees, and manage item-specific fees. | Requires the View resource fees permission. Accessing Patron Status requires the View patron status permission. | None |
| Pay resource fees |
Destiny Administrator, Administrator, Resource Administrator |
Accept payment for resource fees, and pay refunds. | Requires the View resource fees permission. Accessing Patron Status requires the View patron status permission. | None |
| Waive resource fees |
Destiny Administrator, Administrator, Resource Administrator |
Waive resource fees. | Requires the View resource fees permission. Accessing Patron Status requires the View patron status permission. | None |
| Delete resource fees |
Destiny Administrator, Administrator, Resource Administrator |
Delete resource fees. | Requires the View resource fees permission. Accessing Patron Status requires the View patron status permission. | None |
Administrative Access
| Permission | Default Access Level | Users with this permission can... | Dependencies | Notes |
|---|---|---|---|---|
| Generate resource reports |
Destiny Administrator, District Resource Manager, Administrator, Resource Administrator |
Generate and view reports in Reports > Resource Reports, Report Builder, and Report Manager; and in Admin > Job Manager. | To delete reports (jobs), requires the General - Administrative Access - Monitor/delete site's jobs permission. Users with this permission but without the Add/edit/delete Report Builder – resource reports permission can access and generate custom reports, but not create, edit, or delete them. |
To access Reports > Patron, see Patrons - Administrative Access - Generate patron reports. To run the Current Checkouts/Fines and Checked In Materials report, users also need the Generate patron reports permission. Users with this and the Check in resources permission can view today's checkins in Circulation > Check In Items Must have this permission to generate a Patron Statistics - Historical or Patron Statistics - Summary report (Reports > Patron Reports) for resources. |
| Add/edit/delete Report Builder – resource reports |
Destiny Administrator, District Resource Manager, Administrator, Resource Administrator |
Create and manage custom resource reports in Reports > Report Builder. District managers can create district-wide reports, and make reports available to selected sites. |
Requires the Generate resource reports permission. | None |
| Add/edit/delete Enriched Reports – created reports |
Destiny Administrator, District Resource Manager, Administrator, Resource Administrator |
Create and manage reports with the Report Creator. |
Requires the Generate resource reports permission. | None |
| Add/edit/delete resource policies |
Destiny Administrator, Administrator, Resource Administrator |
Manage loan periods and their assignments to resource types, and of Patron Types in Admin > Resource Policies. | None | None |
| Change resource site preferences |
Destiny Administrator, Administrator |
Set up resource-related options in Admin > Site Configuration > Circulation. | None | For options that pertain to patrons, see Patrons - Administrative Access - Change patron site preferences. |
| Inventory resources |
Destiny Administrator, District Resource Manager, Administrator, Resource Administrator, Staff |
Scan or upload barcodes in an open inventory in Admin > Inventory > Resources. |
None |
To view barcode-file-upload reports, requires the General - Administrative Access - Monitor/delete site's jobs permission. |
| Start new/finalize resource inventory |
Destiny Administrator, District Resource Manager, Administrator, Resource Administrator |
Configure, open, and close an inventory in Admin > Inventory > Resources. | Requires the Inventory resources permission. | None |
| Transfer resources through inventory |
Destiny Administrator, District Resource Manager, Administrator, Resource Administrator |
Transfer resource items to the location where they are inventoried. | Perform Resource In-hand transfers only if the district has given the Allow sites to receive by barcode scan permission. | None |
| Manually mark items Found in Progress Details - Unaccounted For view |
Destiny Administrator, District Resource Manager, Administrator, Resource Administrator |
Mark resources Found on the 'Items unaccounted for' page. | Must have the Inventory Resources permission. | Any access level with the Inventory resources permission prior to Destiny v19.5 will have this permission by default. |
| Upload a file of barcodes |
Destiny Administrator, District Resource Manager, Administrator, Resource Administrator |
Upload a file of barcodes. | Must have the Inventory Resources permission. |
Any access level with the Inventory resources permission prior to Destiny v19.5 will have this permission by default. If users have this permission for at least one resource group, they will be able to upload barcodes for that group. For example, if they have the permission for the Tablets resource group, they can upload barcodes for tablets. If they upload barcodes for items outside of that group, those items are not accounted for. |
| Manage Help Tickets |
Destiny Administrator, District Resource Manager, Administrator, Resource Administrator |
Track, resolve, and archive submitted Help Tickets in Admin > Help Tickets. | Service Teams must be set up in Resource Templates prior to submitting Help Tickets. | None |
| Display Resource Dashboard |
Destiny Administrator, Administrator, Resource Administrator |
See a graphical, at-a-glance view of various site data in the Dashboard or Site Dashboard (if New Destiny User Experience enabled). | Data only shows on the Dashboard if the configuration is set up by the site user or a district user with site access. |
The information is at-a-glance only. For detailed data, run the corresponding report found in Reports. |