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 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.

Users with this and the Check in resources permission can view today's checkins in Circulation > Check In Items.

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. 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, 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