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Patron

  • Intro to KLAS for IRC

    New to KLAS, stepping out of your comfort zone into a different module, or just wanting a review of the basics? Check out the Intro to KLAS manual for an overview of all the main KLAS screens and some of its primary functions.

    Please log in to view available downloads. Thank you!

    Note: This manual was originally designed for print, and the images are not described. If you use Assistive Technology or otherwise cannot benefit from undescribed screenshots, please see the AT Reference Document for contextual information and text-only screen contents. 

  • Intro to KLAS for LBPD

    New to KLAS, stepping out of your comfort zone into a different module, or just wanting a review of the basics? Check out the Intro to KLAS manual for an overview of all the main KLAS screens and some of its primary functions.

    Please log in to view available downloads. Thank you!

    Note: This manual was originally designed for print, and the images are not described. If you use Assistive Technology or otherwise cannot benefit from undescribed screenshots, please see the AT Reference Document for contextual information and text-only screen contents. 

  • Patron Holds

    Welcome to the Key Notes blog, where we will be bringing you weekly posts on conference planning, happenings at Keystone, or how better to put KLAS to work for you!

    We’re kicking things off with a discussion on putting patrons “On Hold.” KLAS offers a number of different ways to halt or pause service to a patron, including:

    • Main Status types
    • Media Status types
    • Blocks

    Each of these options works a little differently, offers different benefits, and may work better for some situations than for others. Bear in mind—NONE of these will affect a patron’s BARD account, as there is currently no direct communication between KLAS and the NLS BARD servers.

    Are there situations where you like to use one method over another?
    How do you like to document the reasons or end dates for patron holds?
    Do you have questions or need some help navigating the best workflow for a particular situation?

    Review your options below, then visit the Patron Holds forum thread and join the discussion!

    Options for putting patrons "On Hold"

    Each library or system will develop their own standard procedures. This information is only intended to help you understand your options and to suggest possibilities.

    1. Patron Main Status:

    Change this status to ensure that nothing goes out to a patron until / unless the status is changed back to ACTIVE, and to facilitate the process of removing inactive records after a reasonable period.

    • The lifecycle of a patron record should generally be:
      ACTIVE > SUSPENDED > WITHDRAWN > DELETED
    • INACTIVE should not be used for the Patron Main Status.
    • Once a patron is marked WITHDRAWN, all materials checked out to the patron are marked Lost (including equipment).

    2. Patron Profile and Media Status:

    Change one or more Patron Media Status to stop materials in that medium from going out to the patron, and / or update the Cir Status and Dir Status to stop magazines in that medium.

    • Set the desired media to INACTIVE to block materials from being sent. The status can be set back to ACTIVE at any time to resume service.
    • Dir Status is the status for Direct Magazines—magazines circulated by NLS directly to patrons. Update the subscriptions for these magazines from the Subscriptions tab so information can be sent through PIMMS.
    • Cir Status is the status for Circulating Magazines. Update the status here to block magazines circulated by your library.
    • Other profile adjustments can be made to the NSCutoff, Next Serve Date, or ServeCode, depending on the exact results you want.

    3. Blocks:

    Create a block to stop both books and circulating magazines from being sent from your library. Set an expiration date to make the block temporary without needing to go back and manually reverse changes to a patron’s account.

    • Is not communicated to NLS and does not affect Direct Magazines.
    • Some libraries allow new types of blocks to be created directly in the tab, or you can create a standard “Hold” block type to be used as-needed.


    Read this “QuickTip” Tutorial for more information and instructions for each option:

    Please be sure to login to download content. Thanks

Join the discussion in the Patron Holds forum thread!

  • Patron Profile Quality Control

    Good patron profiles are key to good service. However, with so many aspects to consider, it can be easy to make entry mistake, and time-consuming to manually double-check everything. Fortunately, there are ways to find potential issues without having to comb through records by hand.

    Here are some quick and easy ways to find and fix issues in patron profiles — before you get an angry call or lose a patron.


    Quality Control Checks


    For more detail and screenshots, check out the attached "FixIt" document.

    Exclusion Subjects as Preferences

    Any subject can be entered as a preference or made into an exclusion. However, some headings, such as Strong Language or Male Narrator are only intended for use as exclusions. Even if a patron does not object to that content, they almost certainly do not intend to receive books chosen solely by that criteria.

    To catch exclusions that were accidentally entered as preferences, query for a list of common exclusions (such as strong language or violence) that do not have the "Exclusion" checkbox marked.

    • Preference : Type : Equals : SUBJECT
    • Preference : Exclusion : Equals : NO
    • Preference : Code : In : (list of subject codes; for example st,se,vi)

    On-Demand Service with Requests

    Patrons with a service type beginning with O (such as OL – On Demand) will not be served by Nightly Processing for that medium. This means that KLAS will never check to see if it can send books in that medium from their request lists. However, requests can still be added through the OPAC or by staff.

    To make sure the patron gets the books they've asked for, you can query for patrons who are set to On-Demand service, but who have Requests. You can then switch the patron to scheduled service (such as nightly, weekly, calendar, etc.) or change the requests to Reserves.

    • Media : Pat Medium : Equals : DB (or as needed)
    • Media : Serve Code : Begins : O (the letter)
    • Media : # Requests : Does Not Equal : 0 (the number)

    AutoSelect Patrons without Preferences

    This last one is the easiest. Many libraries rely heavily on autoselect to get books out to their patrons, but if no preferences have been added, KLAS will not be able to send anything to them. Run the "AutoSelect w/ No Subjects" pre-defined query from the Queries menu to find these patrons, so that their profiles can be completed and subjects can be added.


    More Query help: Need help saving queries? Watch the forums this Thursday for a QuickTip!
    And, for more information about how the operator terms work, download the Query and Search Operators cheat sheet.

    Please be sure to login to download content. Thanks

  • Why Enter Has-Hads?

    For KLAS-to-KLAS patron transfers, a patron’s reading history (HasHads or HHs) automatically transfer with the rest of the record. Thanks to PIMMS, more and more libraries will be able to automatically transfer records, even if one of the libraries uses WebReads or another system. Eventually, even BARD HHs will be automatically imported into the system right away.

    In the meantime, however, at least some out-of-system patron transfers will come with a paper or .pdf list of HHs to enter manually, and BARD HHs are only created when the BARD Circulation Stats are manually uploaded. So: should you spend valuable staff time adding these HHs?

    Here’s some information to help you make that choice:

    How to do it


    For transfer patrons: In the Patron Module, open the patron record in question, then press Alt + H on your keyboard or use the menu to select Functions > Items > Add Has Had.

    In the Add Has Had window, you will be able to enter KLAS IDs exactly as you do in Quick Requests.

    For BARD downloads: Use the Administration page in BARD to download the statistics for your branch for each month. You will need to save the .cscv files; do not open them, as this will re-format the information and keep it from loading properly.

    In the Patron Module, use the menu to select Tools > Load BARD Circs. Browse to find the saved stats file, and either Load Now or select Load via Batch Manager. Depending on the size of the file, it may take a while to load.

    For help addressing BARD load errors, once the batch has loaded, use Export – Load Errors and save the file. Send it to Ks7 and we will help you identify patron errors and load missing catalog records.

    What does it affect?


    Nightly Autoselect: For most libraries, the Nightly processes are set up not to re-send HasHads based on author or subject. Generally, your patrons should only receive books they have had before if they specifically request them.

    Series: If a patron requests a series, KLAS will prompt you to ask whether HHs in that series should be sent again or if they patron wants to pick up right where they’ve left off previously. If the HHs are on file, it puts this choice right in the patron’s hands (or in the hands of the contact person or RA helping them). If they were never added, the patron will receive “repeat” books whether they wanted them or not.

    Book Search: When RAs use Book Search, the results page lists any exclusions the patron has against that title, including HHs. Again, having this information on-screen empowers your RAs and your Patrons.

    Request List: If a patron downloads a title from BARD after it was added to their request list, KLAS will automatically remove the request or reserve. This is great for patrons who request a book, then change their minds and download it instead, or for patron who have a series preference, but download the latest book before your library gets a hardcopy.

    The Bottom Line


    HasHads are an important part of the Patron record and having an accurate history for a patron improves service.

    It does take time to enter this information, especially if you are far behind on your BARD stats or if a patron comes in with an extensive reading history. That said, having full and accurate HasHad records improves automatic picks, provides valuable information to your RAs, and helps answer patron questions (What was that book I read three years ago? I think the love interest was a doctor. . . )

    So, chime in: Do you enter all of your HasHads? What about just recent HasHads, that are otherwise more likely to be assigned by Nightly?
    Has leaving them off ever caused trouble for you?

    Head over to the Entering HasHads forum thread and let us know!

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    Keystone Systems, Inc.
    8016 Glenwood Ave., Suite 200
    Raleigh, NC 27612
    800-222-9711