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Library Yearly Update

Each year, the library's checkout system Destiny must be updated to reflect certain changes, including marking graduated students inactive, updating the grade levels of current students, adding new students (9th graders and transfers), adding new faculty and staff, and adding/updating photos. Use the instructions below to update the Destiny system.

Mark Graduated Students Inactive

Note: Marking students inactive can also be done alongside adding new students in the same .xml document.

  1. Log into Destiny and click the Admin tab.
  2. Click Update Patrons on the left-hand side.
  3. For Based on, select Global criteria from the dropdown menu. This will change the available options below.
  4. Enter the following criteria:Library_Update.png
  5. Click Update Patrons.

Update Current Student Grade Levels

Note: Updating current students can also be done alongside adding new students in the same .xml document.

  1. Log into Destiny and click the Admin tab.
  2. Click Update Patrons on the left-hand side.
  3. For Based on, select Global criteria from the dropdown menu. This will change the available options below.
  4. Select which class you would like to update from the list below and follow the directions. You will have to do each class separately.
    To update juniors to seniors, enter the following criteria:
    Update_Juniors.png
    To update sophomores to juniors, enter the following criteria:Update_Sophomores.png
    To update frosh to sophomores, enter the following criteria:
    Update_Frosh.png
  5. Click Update Patrons.

Adding New Students

Adding new students, both frosh and transfers, is a lengthy process. Let's break it down by steps.

Create CSV

  1. Export the following information from PowerSchool for frosh and transfer students:
    Data PowerSchool Export Field
    First or Preferred Name First_Name
    Last Name* Last_Name
    PowerSchool ID (to be used as District ID and Barcode)* Student_Number
    Gender Gender
    School Email (to be used as both Username and Email) U_STUDENTINFO.EMAIL
    Grad Year ClassOf
    Grade Level Grade_Level
    Note: When doing a Quick Export on PowerSchool, select Comma as the Field Delimiter and LF as Record Delimiter.
  2. Copy and paste the entire export into your preferred CSV editor, such as Google Sheets or Microsoft Excel. Click here for a template to import into Destiny with field explanations. This template matches the order of the export fields above for easy copy and pasting.
  3. Update data to match Destiny's requirements: Update any "O" in Gender to "U". Copy "Library" in the Short Name field downwards to fill the column for the students.
  4. Save or download the file as a CSV.

Convert the CSV to XML with the Patron Import Converter

Note: If you haven't already downloaded the Patron Import Converter, log in as a District User (not Admin) in order to access the Destiny Patron Import Converter. Under Admin tab you will find the Converter in Download Tools.

  1. Open the Patron Import Converter.
  2. Click Browse... and open the .csv file with the students to import. Because the file has a header, change "Data begins on row:" to 2. Then click the next tab, Field Mapping.
    LibConv1.png
  3. On the Field Mapping tab, click the cell in the CSV Input Field and match the field from your data, shown below. For example, the Destiny Field column's First Name is the same as my data's Field 1, so I map First Name to Field 1.
    LibConv2.png
  4. Once all of your fields are accounted for, click the Save button and save your fields as a .properties file. This will make the Run button active. After you save, click on the Patron Matching tab.
    LibConv3.png
  5. Check that the patrons are being matched using "District ID". Once that is confirmed, click Run and save the file as a .xml file.
    LibConv4.png

Upload XML to District

  1. Log in as the district administrator. Make sure you log in from this page as a District User.
    LibUp1.png
  2. Click the Admin tab, then click Update Patrons.
    LibUp4.png
  3. Click Choose File and select the .xml file you created with the Patron Import Converter. Once the file has been selected, click Update Patrons.
    LibUp5.png

Adding New Faculty and Staff

Coming soon!

Adding/Updating Photos

View this help article for instructions on how to upload the .zip file. 

Follow this walkthrough video to complete the upload.

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