Set up Library AI Assistant

Library AI Assistant can be set up for all sites in the district, a group of sites, or specific sites. You can control user access by granting the appropriate access level permissions.

Overview

The following is an overview of the setup process. Detailed instructions follow.

Notes:

  • Library AI Assistant is currently available only to US-based Destiny Library Manager and/or Resource Manager customers who are Destiny Cloud-hosted.
  • A Destiny Administrator must complete all setup steps except granting site user access, which a site-level Administrator can complete.

Enable Library AI Assistant

Note: If you enabled a previous version of Follett Software AI – the version that appeared on the Dashboard – this step is already complete.

To enable Library AI Assistant for sites in your district:

  1. Log in to Destiny Back Office as a Destiny Administrator.
  2. Select the Applications menu Applications menu. > District Setup.
  3. Click the Sites tab.
  4. Next to the district name, click Edit icon.. The Edit District page appears.
  5. Under Follett Software AI: Library Assistant, click Select Sites.
  6. Select the appropriate checkboxes to enable Library AI Assistant for all sites in the district, a group of sites (by site type), or specific sites.
    Follett Software AI: Library Assistant 'Select sites' page.
  7. Click Save. A confirmation message appears.
  8. To continue, click Yes.

After you enable Library AI Assistant for a site, complete the following access steps for site- and district-level users.

Grant access to site users

When the required permissions are enabled, site users can access Library AI Assistant in Destiny Back Office at a site and ask questions about that site.

To grant site users access to Library AI Assistant, enable the following access level permission(s):

  • Access library functionality (Library Manager users)
  • Access resource functionality (Resource Manager users)

These permissions are on the General permissions tab under Follett Software AI Access.

Access Level page, General tab, with Follett Software AI Access permissions highlighted.

Note: If a site-level user has access to Library AI Assistant at multiple sites, they can ask questions only about the site they are currently viewing.

For more information about managing access level permissions, see Access Levels and Permissions. (To access this Destiny Help Center link, you must log in to Destiny).

Review district users' access

When the required permissions are enabled, district users can access Library AI Assistant from anywhere in Destiny Back Office.

To access Library AI Assistant from District View, district users need one or both of the following permission pairs:

  • Library Manager queries: Manage Library Materials for the District and Follett Software AI Access: Library queries.
  • Resource Manager queries: Manage Resources for the District and Follett Software AI Access: Resource queries.

Note:  If you enabled Library AI Assistant previously, existing district users with the appropriate district management permissions may have received access to Library AI Assistant in District View automatically. Review each district user's record and select the appropriate settings.

To access Library AI Assistant at the site level, district users must have:

The Allow site access permission, and an assigned access level that includes the appropriate permission.

Wherever a district user accesses Library AI Assistant, they can ask about any site or multiple sites in the district.

To enable a district user's access in District View:

  1. Log in to Destiny Back Office as a Destiny Administrator.
  2. Select the Applications menu Applications menu. > District Setup.
  3. Click the Users tab.
  4. Next to the district user's name, click Edit icon..
  5. In the Follett Software AI Access section, select one or both of the following settings:
    • Library functionality: Allows the user to launch the assistant and ask Library Manager questions in District View. The user must also have the Manage Library Materials for the District permission.
    • Resource functionality: Allows the user to launch the assistant and ask Resource Manager questions in District View. The user must also have the Manage Resources for the District permission.
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      Edit District User page with Follett Software AI Access section higlighted.
  6. Click Save.

Upload district documents as data sources

You can upload district policies and documents so your assistant's responses reflect your district's guidelines. Learn how.

Disable Library AI Assistant

Access to Follett Software AI can be disabled for a site at any time.

To disable Library AI Assistant for a site(s) in your district:

  1. Log in to Destiny Back Office as a Destiny Administrator.
  2. Select the Applications menu Applications menu. > District Setup.
  3. Click the Sites tab.
  4. Next to the district name, click Edit icon.. The Edit District page appears.
  5. Under Follett Software AI: Library Assistant, click Select Sites.
  6. Deselect the appropriate checkboxes to disable Follett Software AI for all sites in the district, a group of sites (by site type), or specific sites.
  7. Click Save. A pop-up appears.
  8. To continue, click Yes.