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 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 |
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, Admin, Resource Admin, 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 Admin, Staff |
Delete resource templates without items in Catalog > Update Resources > Global Delete | 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 to 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 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 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 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 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 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 | 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 | 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 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 | 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 tems | 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. |
| Permission | Default Access Level | Users with this permission can... | Dependencies | Notes |
|---|---|---|---|---|
| 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 |
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 | None |
| 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 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 |
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. |
| 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 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. | |
| 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 |
| 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, District Resource Manager, Administrator, Resource Administrator |
See a graphical, at-a-glance view of various report data in Dashboard. | Data only shows on the Dashboard if the configuration is set up by the district or for site users with the permission. | None |