New User Resources
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KLAS Patron Module 101 for LBPD
Learn the basics of the Patron module for Libraries for the Blind and Print Disabled (LBPD) staff in this introduction webinar for new users, or those looking to fill in a few gaps in their foundation. Topics include the tabs available for navigating the patron record, adding or updating contact information, how titles are chosen for a patron based on their Profile and Preferences, and the NLS Parental Acknowledgement.
Resources & References
Hands-on Practice Worksheet
This worksheet is designed to be updated to fit your training database by a KLAS Admin or senior RA; just swap out the underlined sections with a patron (or book) that fits the scenario and the answer key.
However, if no one is available to customize the worksheet, it can still be used! Instead of looking at a specific record and filling in the specific answer, reference any example patron and fill in only the "where to find it" lines.
Session Recording
Timestamps of Topics Discussed:
- 2:38 Parts of the Patron Module
- 6:22 Finding a Patron
- 8:31 Tab Overview
- 8:35 Main Tab
- 14:58 Contact Tab
- 20:35 Profile Tab
- 25:20 Blocks Tab
- 27:07 Preferences Tab
- 31:41 Service Queue
- 34:53 Service Flow
- 34:53 Profile to Service Queue to Orders
- 40:13 Select Type / Data Source Descripton
- 41:32 Orders
- 44:10 Items
- 44:52 Filtering
- 48:40 NLS Acknowledgements
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Navigating KLAS 101 Webinar
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
