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Best Practices

  • 2/19/2026 Navigating KLAS 101 Webinar

    Mark your calendar now and join us for "Navigating KLAS 101", a free, online Keystone webinar will be held at 3 PM ET / Noon PT Thursday, February 19, 2026.

    Learn the basics of KLAS in this introduction webinar for new users, or those looking to fill in a few gaps in their foundation. Topics  include standard toolbar functions, using browse tables, and comments. These fundamentals are useful throughout KLAS, for both Library for the Blind and Print Disabled (LBPD) and Instructional Resource / Materials Center (IRC/IMC) users.

    Resources & References

    Hands-on Practice Worksheet

    Session Recording

    Timestamps of Topics Discussed:

    • 2:30 Logging into the KLAS Training Database
    • 6:38 KLAS Header Info
    • 7:29 Using Find
    • 9:56 "Begins" Searching
    • 11:09 Searching for a phone number
    • 13:10 Recent list
    • 13:28 Comments function
    • 14:47 Browse Tables
    • 16:53 Sorting columns in a browse table
    • 17:59 Filtering a browse table
    • 19:00 Moving columns in a browse table
    • 20:00 Saving browse table column positions
    • 21:20 Exporting data to Excel from a browse table
    • 25:12 Resetting browse table column positions
    • 27:40 Transaction Buttons (Add, Update, Delete, Reset, Cancel)
    • 39:22 The Functions Menu
    • 43:50 Example function: How to erase Has-Hads
    • 50:35 About KLASusers.com 

  • Required fields for NLS Acknowledgements

    The patron Contact Tab with key fields highlighted, as discussed in the article.

    As NLS makes sure that the "I"s are dotted and the "T"s are crossed on all the open collection acknowledgements, here's a run-down of all the required fields:

    1. Patron Main

    On the Main tab, the relevant Patron Types are:

    • IP or IS for Institutions (make sure that Individual checkbox is blank)
    • For juveniles, any patron type that begins with P will be checked for for the age (make sure that Individual checkbox is marked)

    The patron main tab for Wayside School, with the Patron Type set to IP / School - Public or Private, and the Individual checkbox blank.

    2. Contact tab

    On the Contact tab, make sure the Alt Contact is present and complete:

    • Legal for Institutions
    • Parent or Guardian for juveniles
    • Title in Description field for Institutions
    • Full Name for either
    • Phone and email for Institutions (corrected 2/17/26. Phone and email are optional for juveniles.)

    The Contact Tab (alt-2) with an alternate contact record selected. The subtype Legal Representative is selected. The sample data is Desc: Principal, Name: Eric Kidswatter, e-mail kidswatter@WaysideSchool.edu, and a phone number.

    2b. Contact Preference

    If there is more than one Alt Contact of a relevant SubType (such as two Parents on a juvenile's account), you need to specify which one to sync to NLS as having provided the Acknowledgement Answer.

    Do this by setting a Contact Preference for the ParentalAck.

    The Add Contact Preference function is available from the Functions menu. The Type/Function combo-box is set to ParentalAck / Parental Acknowledgement, and the example alternate contact is selected in the browse table below. Buttons to Save Changes or Cancel Update are at the end of the screen.

    Finally, you need the Property record (aka Preference) recording the Answer and the Answer Date.

    • For Institutions, the Property Type is Legal Acknowledgement
    • For Juveniles, the Property Type is Parental Acknowledgement
    • Either way, the answers are likely worded as "Parent Does Acknowledge" etc.
    • Include the Date Answered

    The Preference Tab (alt-4) with the LegalAck property selected. The Ack Answer combo-box is set to Parent does Acknowledge. The example Answer Date is 12/19/2025.

    Questions & PIMMS Error Report

    If you aren't sure why an account is included in NLS' list of non-compliant records and/or in your PIMMS Error Report, please check each of the above fields, and let customer support know the Patron ID if you still need help! If the record was in your Error Report, please include the text of the error as well.