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

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

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