Patron

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.

We've been working with Data Management / NLS on a patron project in PIMMS. As part of this project, We've been thinking about how to better manage patron status transitions in PIMMS.

PIMMS has a Suspendedstatus and a Deletedstatus. Once a patron record has a Deleted status, that ID cannot be used in PIMMS again.

KLAS can have many statuses, but currently most libraries have Deceased, Suspended, and Withdrawn all mapped to the PIMMS Suspended status (and now collecting reasons for discontinuing service). The thinking here was that we didn't want an "oops" change of status to permanently delete a patron from PIMMS.

NLS has expressed concern that patrons are lingering in Suspended status for extraordinarily long periods of time. In KLAS, there is nothing currently that automatically moves a patron to PIMMS Deleted, except when withdrawn patrons are purged.

We think that Withdrawn should be the status that corresponds with PIMMS Deleted status. It is the next step in the process.

Currently:

• Most libraries move patrons from Active to Suspended to Withdrawn.
• It's very rare that a patron is "accidentally" changed to Withdrawn. Once the patron is withdrawn, they are gone, generally for good.
• Changing a patron to Withdrawn marks all outstanding items as Lost.

It's a logical step for us to add:

• Delete patron record from PIMMS.

This does mean that if a patron goes from KLAS status Withdrawn back to Active for some reason, you'll need to create a brand new patron record for them, so that they get a new PIMMS ID. The old Withdrawn record could then be merged in to transfer the HasHads to the new record.

Let us know if you do not agree! Otherwise, look for this change to come in January 2024.

Do you have questions about equipment or patron transfers in KLAS or just feel a little uncertain? Not sure how PIMMS factors into the equation, or what to do if a patron is transferring out of the country?

The new KLAS Transfers Manual aims to answer those questions and more!

Like the Reader Advisors Manual and the Front Desk Manual, this document was designed for easy reference both in print and digitally. We also made every effort to insure this document is accessible for AT users, though the AT Reference Guide may still be helpful in providing additional screen context and description.

A few tips for using this manual:

• If printing, I recommend printing the first page single-sided, and the rest of the document double-sided for the best formatting. 
• If annotating the file to add local policies, consider using Word's comments feature which will maintain the pagination, plus make your comments stand out for easy identification.
• If using the manual in Word, turn on an interactive index by selecting the View ribbon, then marking the Navigation Pane checkbox. In the document itself, Ctrl-Click any section or page reference to jump to that section (including from the Table of Contents).
• If using the manual in a PDF reader, the interactive index and hyperlinked references should be available by default (depending on the program used). 

I hope this manual will prove helpful for all your patron and equipment transfers!

Last Updated 10/25/2023

• Transfer Manual (docx)
• Transfer Manual (pdf)

Did I miss something? Let me know! 

Do you have questions about equipment or patron transfers in KLAS or just feel a little uncertain? Not sure how PIMMS factors into the equation, or what to do if a patron is transferring out of the country?

The new KLAS Transfers Manual aims to answer those questions and more!

Like the Reader Advisors Manual and the Front Desk Manual, this document was designed for easy reference both in print and digitally. We also made every effort to insure this document is accessible for AT users, though the AT Reference Guide may still be helpful in providing additional screen context and description.

A few tips for using this manual:

• If printing, I recommend printing the first page single-sided, and the rest of the document double-sided for the best formatting. 
• If annotating the file to add local policies, consider using Word's comments feature which will maintain the pagination, plus make your comments stand out for easy identification.
• If using the manual in Word, turn on an interactive index by selecting the View ribbon, then marking the Navigation Pane checkbox. In the document itself, Ctrl-Click any section or page reference to jump to that section (including from the Table of Contents).
• If using the manual in a PDF reader, the interactive index and hyperlinked references should be available by default (depending on the program used). 

I hope this manual will prove helpful for all your patron and equipment transfers!

Last Updated 10/25/2023

• Transfer Manual (docx)
• Transfer Manual (pdf)

Did I miss something? Let me know! 

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!