Add and Update Resource Type Templates

Important: The Textbooks template has several options and rules that do not apply to other templates. Textbook templates cannot be deleted, moved or duplicated. If you have the Complete Edition, you can create child templates, duplicate child templates and move child templates within the Textbooks branch.

In addition to giving you a way to organize your resources, the resource type templates (or tree) let you determine what information you want to capture about each resource type.

Resource type templates can include information on the team responsible for repairing and maintaining that type of resource. You can create district-based and site-based servicing teams to fit your needs.

Each template lets you define the depreciation information for a particular resource type, determine how the displayable name is created, and specify the fields to be used for both the resource descriptions and the items.

Additionally, if your district needs a way to track software licenses, you can specify templates that represent software.

You can also have Destiny alert your resource custodians of maintenance needs.

Modify Resource Type Templates

1. Select Catalog > Add Resource > Edit Templates.

2. Select what you want to do. See Resource Type Templates (Resource Manager).

   Note: You need to specify for a template a Resource Type name. Note that within a subgroup, each template must have a unique name.

3. Make applicable changes to the template.

   Important: The Textbooks template has several options and rules that do not apply to other templates. Textbook templates cannot be deleted, moved or duplicated. If you have the Complete Edition, you can create child templates, duplicate child templates and move child templates within the Textbooks branch.

   • To designate a template as software, select the Represents software that can be assigned to... checkbox.
   • To schedule preventive maintenance, select the Schedule preventive maintenance checkbox.
   • To identify the Servicing Team who maintains and repairs the resource type, select Assign repair responsibility. If you don't see the team you need, click Other to manage servicing teams.

     Note: Schools and districts can create district-based and site-based Servicing Teams that are responsible for repairs. See Servicing teams (Resource Manager).

   • To let Destiny to automatically transfer any checked-out items of this resource when you transfer the patron who checked them out, select the Checked out items... checkbox.
   • To edit the depreciation information, in the Depreciation Information section, click .
   • To edit the displayable name, in Displayable Name section, click .
   • To add a field to the resource description using this template, in the General Resource Description Field section, click Add Field .
   • To add field to the items using this template, in the Item-Specific Fields section, click Add Field.
   • If you are modifying a software template, in the License / Media Fields section, click Add Field.
   • To edit an existing field, find the field to edit and click .
   • To delete an existing field, find the field to delete and click .

   You can only edit and delete fields that were added in the current template. Additionally, before you can edit or delete general description fields that are being used to build the displayable name, you must remove them from the Displayable Name definition.

4. Click Save.

Specify Depreciation Information

If you want to monitor changes in your collection value, Destiny Resource Manager can calculate resource depreciation for you. To do this, you need to configure Depreciation Information for each resource type template. This includes entering the Depreciable Life and Depreciation Convention you want to use to depreciate the resources associated with each resource type template.

For more, see Edit Depreciation Information.

Information about your resources is divided into two parts:

• General Resource Description Fields: Much like a title record for a book captures the general information about a book (title, author, publisher, number of pages, etc.), the resource description captures the information that is common for all instances of a particular resource: what it is called (the displayable name), who manufactured it, how much it would normally cost to replace, and so forth.
  

  The General Resource Description Fields that you define determine which fields are available when adding or editing resource descriptions for this type of resource.

• Item-Specific Fields: Much like a copy record for a book captures the information about a specific copy of a book (barcode, purchase price, and so forth), the item-specific fields capture the information that is particular to one instance of a resource: its barcode, the date it was acquired, how much it actually cost, and so forth.

  The Item-Specific Fields that you define determine which fields are available when adding or editing items for this type of resource.

For more, see Add and Update Resource Template Fields.