800-222-9711

Screenshot of the title slide from the KLAS New Features for IRC sessions

Below are the recordings, presentations, and other resources shared in the instructional resource / materials center (IRC / IMC) track of the 2024 KLAS Users' Mini-Conference.

Note: You must be logged in to view / access content.

Screenshot of the title slide from the KLAS New Features for LBPD sessions

Below are the recordings, presentations, and other resources shared in the library for the blind and print disabled track of the 2024 KLAS Users' Mini-Conference.

Note: You must be logged in to view / access content.

 

A Zoom screenshot from the Issuing Magazines on Cartridge webinar show presenter Katy Patrick in the upper right corner and the KLAS Serials Module taking up the rest of the image.

On May 1, 2025 we got together and talked magazines on cartridge (MoC)! We shared the current status and coming improvements, answered questions, and did our best to start you out on the right foot. As usual, this session was recorded for those who can't join us live.

  • What: Issuing Magazines on Cartridge (MoC) Webinar
  • Presenter: Katy Patrick,Technical Writer, Keystone Systems
During this webinar we maxed out the 100 attendee limit on Zoom for the first time, so we tried upping our max to 500 as it was ongoing, which required us to stop and restart the webinar in our attempt. We recommend watching Part 2 first which has the vast majority of the information presented. Part 1 is the first 15 minutes prior to restarting.

5/1/24 Issuing Magazines on Cartridge (MoC) Webinar Part 2 

5/1/24 Issuing Magazines on Cartridge (MoC) Webinar Part 1  

Query to find BARD Only Patrons with Active Subscriptions

Here's the query Erin, AZ, requested during the webinar to find BARD Only patrons with active subscriptions:

Quick Search-

  • Main Status | Equals | a

Advanced Search-

  • Media | Pat Medium | Equals | db
  • Media | ServeCode | Equals | bard [or "ob" or whatever code is used for "BARD only" patrons]
  • Subscription | KLAS ID | [see below]
  • Subscription | End Date | Is Blank

For the subscription IDs, either use "In" and a comma-separated list of all MoC Serials
OR
use "Not In" and a list of the most common non-MoC serials, ex: SER-TBT2,SER-TBT4,SER-TBN2,SER-TBN9,SER-DDB9,SER-NWL8,SER-CAW1,SER-CAP1,SER-VET9,SER-CAL2

This query is not perfect, but it should give you a reasonable list of BARD-only patrons with active subscriptions (which may or may not be MoC serials) for you to review.

Bear in mind that these patrons have been receiving MoC Direct serials despite their BARD Only status, and may want to continue receiving them.

NLS is interested in tracking cartridge availability and use system-wide, and may be contacting you for some statistics.

Duplication Cartridge Use

The cartridge use statistics NLS is requesting are:

  • Number of unique cartridges that have been put into circulation to date
  • Number of cartridges currently checked out to patrons
  • Number of cartridges marked lost

The easiest way to retrieve those numbers in KLAS is to check the catalog records for your cartridges: DB-CART, BR-CART (if duplicating braille), and any other duplication media, such as DS-CART.

For each cartridge record, check the Statistics tab, and set the Holding to your branch. 

  • "Unique cartridges that have been put into circulation to date" is your combined Total cartridge counts.
  • "Cartridges currently checked out to patrons" is your combined Out cartridge counts.
  • "Cartridges marked lost" is the combined NAC - Lost count.

Screenshot of the Statistics tab. The Header indicates that the current record is DB-CART. There are some total counts, then a Holding selection combo box, currently set to UCSC-Cartridge-1. Four tabs later is the Out statistic, then five tabs to Total, and three more to Lost.

 Single-Title Cartridge Inventory

To get the current number of pre-recorded, one-title per cartridge items still in your system, you will need to run the Holding Summary Report twice.

  1. In the Catalog module, select Reports - Holding Summary.
  2. Select your Library ID, set Rec Type to Monograph, and Run the report.
  3. Note the #Items Available for DB.
  4. Add Begin KLAS ID: DB-CART and End KLAS ID: DB-CART, and Run the report again.
  5. Subtract the Available DB-CART count from the total Available Monograph count to get the number of available cartridges in your system (that are not DB-CARTs).

If you need assistance or have questions about any of these statistics, please let us know!

Save the Date! e-Braille Circulation Webinar with Katy Patrick will be held at Thursday, March 14, 2024 at 3:30 PM ET / 12:30 PT.

During this session, Katy Patrick discussed features and functionality in KLAS, including machine management and duplication workflows, as well as tips & tricks to help KLAS libraries prepare for and / or better manage their e-Braille Circulation.

The recording from 3/14/2024 is now available:

Save the Date image for KLAS IRC Users' Q&A with Marion. 2/15/24.

This free, online session was held via Zoom on February 15 at 3 PM Eastern / Noon Pacific.

Recording

References

The following MARC records have had diacritic marks or other issues corrected. Please upload these files in place of the NLS version.

For more information on uploading MARC Records, see Are Your Records Up-To-Date? on the forums.

Note: You must be logged in to view and download these files.

Latest Updates

The March NEW file 2 was uploaded 3/29/2024

The Mar/Apr TBT Query Set was uploaded on 3/29/2024

Join us at 3 PM ET for a KLAS LBPD Users' Roundtable to explore how libraries for the blind and print disabled use volunteers and how KLAS can manage, support, and track their contributions to your library and patrons!

Volunteers makeup an important part of the Library for the Blind & Print Disabled (LBPD) / Talking Book Library community and contribute greatly to their success. Each library utilizes volunteers uniquely; from shelving and circulation to readers advisory to recording content. Join the KLAS program committee for a presentation from a few of our outstanding network libraries discussing how they train and deploy their volunteers, and how they use KLAS to support and manage them.

This free, online session was held via Zoom on January 11th at 3 PM Eastern / Noon Pacific.

Recording

Downloads

Below is the recording for our November 2023 KLAS Q&A with Katy webinar.

References:

The title slide of the ppt, reading APH 2023: KLAS IRC/IMC Users' Group Meeting.

Below is the recording for our October 2023 KLAS Users' Meeting at the APH Annual Conference.

Slide deck: KLAS IRC Users at APH2023 - pptx

References:

A finger presses a green keyboard button with white letters that say "transfer".

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

Did I miss something? Let me know! 

While the KLAS UI is fixed in size and shape, the font face, size, and boldness can be adjusted using an ini file. To use the example text file, rename it from user.txt to user.ini and save it in the location indicated in the instructions (you will need to create the folder and subfolder). 

If you have difficulty modifying your fonts, or need any additional assistance in making KLAS meet your access needs, please contact Keystone Customer Support at  or using the Support button on this page.

We're so happy that we got to see many of you in person again at this year's NLS Regional Conferences!

The slide deck used in each of the regional meetings is now available for download:

We hope to continue the conversation, and see you all again soon.

Title Slide of the Preparing for eBraille Webinar PowerPoint

Are you looking forward to circulating electronic braille for your patrons? Curious about braille Duplication but not sure where to start?

On  April 13, James Gleason, Deputy Director, Perkins Library, and Katy Patrick, Technical Writer, Keystone Systems, discussed some cleanup you may want to work on, settings to check on or think about, and the setup Keystone can do for you.

Below are the slide deck in PowerPoint and PDF format, chat transcript, and webinar recording:

 

 

The release list for 7.8.12 was uploaded March 8, 2024.

After release of the Front Desk Service Manual, of course we started discussing a Reader Advisor's version. 

This manual is not meant to cover every screen or function in KLAS, and the Intro to KLAS Manual will still be maintained for a more in-depth, screen-by-screen approach. Instead, this manual aims to cover some of the most common workflows and tasks for Reader Advisors, as well as providing a reference for some common terms and functions used throughout KLAS. 

We've put a lot of thought and discussion into what to cover, as well as what not to cover. Each topic should be something that is likely to be permitted for even newer RAs, at least somewhat consistent across libraries, and reasonable to explain in only a page or two. For example, we considered a How to Add a New Patron section, but that process is so heavily dependent on individual library policies that we decided to omit it. However, many of the component tasks of setting up a new patron, such as adding Preferences and a Service Queue, are covered.

We also made every effort to make the document accessible for AT users, though the AT Reference Guide may still be helpful to provide additional screen context and description.

A few tips for using this manual:

  • If printing, I recommend printing the first page single-sided, and then 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.
  • 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 will be a helpful document for training new staff, or for existing users to fill in some gaps! 

The following MARC records have had diacritic marks or other issues corrected. Please upload these files in place of the NLS version.

For more information on uploading MARC Records, see Are Your Records Up-To-Date? on the forums.

Note: You must be logged in to view and download these files.

Latest Updates

The December files were uploaded 12/28/2023.

The Nov/Dec TBT Query Set was uploaded on 12/13/2023

A screenshot of the recording showing the title page of the slide deck, with thumbnails of James and Katy attending remotely, and Drea and Marion at the conference location.

Below is the recording for our October 2022 KLAS Users' Meeting at the APH Annual Conference.

Slide deck: KLAS IRC Users at APH2022 - pptx

A screenshot of the prototype homepage as described in the webinar. There is a KLAS logo in the top left, a navigation bar along the top of the screen, and the title "Keystone Systems Online Test Library." The sections displayed are "What's New at the Library", and the Site Map with sections "Order Books," "Browse books based on your preferences," and "Review your account."

Below is the recording from our September 22, 2022 Keystone-presented webinar on the WebOPAC Revamp.

Description: You've probably heard the good news about an upcoming revamp of the WebOPAC for LBPH. Ready for more info and a first look at our prototype? Take a look at what we have so far and provide feedback to help shape the future OPAC!

Presenter: Katy Patrick, Keystone Systems

Chat Transcript: 09-22-2022_WebOPAC_Revamp_Chat.txt

A screenshot from the roundtable recording showing Florida's WebOPAC Talking Book Topics filter applied.

Below is the recording from our August 25, 2022 KLAS LBPD Users' Roundtable on Talking Book Topics.

Description: With the recent loss of the physical Large Print Talking Book Topics from our Reader Advisory Tool Box, libraries are crafting new strategies to keep readers informed about new titles being added to the collection. Our August roundtable explored how other libraries are addressing these changes and share your own successes in addressing the changes with TBT. 

Host: Michael Lang, Kansas Talking Books Service

Panelists:

  • Maureen Dorosinki, Florida Braille & Talking Book Libraries
  • Crystal Grimes, Oregon Talking Book & Braille Library

Chat Transcript: 08-25-2022_KLAS_Roundtable_Chat.txt

The Rating Unrated Books (RUB) project allows volunteers across the NLS network of libraries to share content information about previously unrated books. But how do you take all that information from the spreadsheet and get it into KLAS?

In short, you need to filter the spreadsheet to generate a list of KLAS IDs for each subject to load, load each of those lists as a query set, and use the Add / Remove Headings tool to apply the subject heading. For full instructions of how to do this, including both the Excel process and the process in KLAS, please see the following instructions. The process can be adjusted to meet your libraries standards, such as whether you track both "some strong language" and "strong language" or only one level.

Please note: because the Add / Remove Headings tool makes changes to a large number of titles at once... there is also the potential for a mistake to be applied to a large number of titles at once. If you have questions about this tool, or if you think something has gone wrong, please contact Keystone Customer Support. 

Screen shot of the title slide and speakers from the KLAS New Features for LBPD Zoom recording.

The PowerPoint presentations and recordings of the 2022 Online KLAS Users' Mini-Conference sessions held on Tuesday, May 3 and Wednesday, May 4 are now available. 

Tuesday, May 3

KLAS New Features for Libraries for the Blind & Print Disabled


Keystone Updates

 


KLAS New Features for Instructional Resource / Materials Centers


Wednesday, May 4

KLAS Users' Group Business Meeting

Save the Date! On 4/7/22 at 3 PM ET Katy will present a webinar focused on onboarding new KLAS Users.

 What resources are available to help new users get up-to-speed on KLAS, and what is still needed? Come find out what's on offer and provide your suggestions and requests for future offerings at our April Keystone-presented webinar.

  • Date: Thursday, April 7, 2022

Recording:

The discussion references North Carolina Accessible Books and Library Services' KLAS Users' Guide LibGuides page.

Download:

KLAS LBPD Users' Roundtable! Thursday, March 17, 2022 at 3:00 PM Eastern Time / Noon Pacific. Bring your Serials Duplication related questions, great ideas, and feedback to share with Keystone Staff and other LBPD KLAS users.

Our March KLAS LBPD Users' Roundtable occurred on Thursday, March 17 at 3 PM Eastern / Noon Pacific. During this session, user panelists discussed the ins and outs of Serials Duplication using KLAS. Additionally, members of Keystone staff will be available to answer questions, listen to feedback, and provide insight. So, set aside an hour and join us for to learn more about handling Serials circulation within a Duplication on Demand service model.

KLAS LBPD Users' Roundtable: Serials Duplication

User panelists included:

  • Josh Easter, SD
  • David Statz, MN
  • Teresa Kalber, CO
  • Amanda Diggs, KS

The recording of this roundtable is now available for review:

 

KLAS IRC Users' Roundtable! Tuesday, February 22, 2022 at 3:00 PM Eastern Time / Noon Pacific. Bring your APH Census related questions, great ideas, and feedback to share with Keystone Staff and other IRC / IMC Klas users

For this quarter’s IRC webinar, we had a Roundtable on the APH Census, with discussion on how you go about the census process and how KLAS can better support that work. It was held on Tuesday, February 22nd.

Roundtable speakers were:

  • Jared Leslie, Director of Media and Development, Foundation for Blind Children in Arizona
  • Sally Shreck, Specialized Media Coordinator, Maryland School for the Blind IRC
  • Allen Huang, Director of Accessible Instructional Materials and Outreach Services, Tennessee Resource Center for the Visually Impaired
  • Kathy Segers, Educational Consultant, Tennessee Resource Center for the Visually Impaired

The recorded webinar is now available:

A librarian stands behind a desk, helping a group of happy patrons.

Do you make use of the Front Desk module?

A recent update added the patron Contacts tab, replacing the address section of the Patron Data tab to ensure there are no discrepancies between the data stored in the Patron and Front Desk modules. We've also done some work to sync the functions available for the Service Queue and Orders tab, so everything you need is in both modules. 

All this got me thinking about the Front Desk more generally, and how it's used.

We created this module to (you guessed it) service a library's front desk, where staff need easy access to both quick check-in and check-out and basic patron maintenance functions. While the Front Desk module is designed for handling walk-ins, I think it's also great for those doing a mix of circulation and patron services, and who don't need or want to learn the full patron module. Part timers and volunteers may find Front Desk has everything they need, without as much of what they don't. 

To help those only needing to help the occasional walk-in at a front desk or an outreach event, we created the Front Desk Service Manual. While it does stray outside of the Front Desk module where needed, this guide is intended to grant quick-and-easy access to the top patron service functions. I hope it will help those who need a little refresher or a touchpoint as they perform occasional customer service tasks. It is formatted to be printed and put in a binder, but also intended to be Screen Reader friendly, with the keystrokes needed for an AT user to complete tasks just as conveniently as sighted users.

Initially targeted for a specific library with a higher need for it, I'm now putting it out for general use. Please let me know: is this missing any common tasks for front-desk, part time, or volunteer users? Do you need a Gutenberg version? Also, beyond the document itself, I'd love to hear if and how you use the Front Desk module!

Notes for printing: 

  • If printing for a binder, ensure all two-page sections will be open spreads by printing the first page single-sided. Then print pages 2-14 double-sided.
  • If you are not a Scribe library, remove those sections from the table of contents by deleting pages 13 and 14. Then right-click anywhere in the Contents section and select "update field."
Screenshot of the initial screen from our 01/25/2022 Cataloging for Duplication webinar recording.

On Tuesday, January 25 at 2 PM Eastern / 11 AM Pacific we hosted a webinar discussing "Cataloging for Duplication" . During this online training, Katy addresses topics such as including handling withdrawn titles, updating new title records without physical copies coming in, and what eDocs are and where they come from. Below is the recording of the webinar. Run time is 1:01:53.

 

The recording from the 12-14-2021 APH Integration Update webinar is now available. 

 

KLAS offers a variety of powerful search options for you to choose from. These different search types can be used in Queries, Book Searches, and more simply by choosing the corresponding Search Operator.

But do you know what all of the query and search operators in KLAS mean? Here's a cheat sheet!

{slider Equals}

Find in: Book Search and Queries

How it works: Finds only exact matches to the search term.

Use for: Exact searches where you know exactly what you’re looking for, such as looking up a book by KLAS ID. Search on checkboxes by Equals TRUE (for checked) or FALSE (for blank).

{slider Does Not Equal}

Find in: Queries

How it works: Finds everything other than exact matches to the search term.

Use for: Excluding something specific from the query results, such as an exception Patron Type or a certain city.

{slider Begins}

Find in: Book Search, Queries, and Find

How it works: Finds everything that equals or starts with the search term. For example, a begins search for "Pat" would return "Patterson" and "Patrick," but not "Kirkpatrick."

Use for: Quickly entering the first part of a long search term or entering only as much as you are sure of the spelling. This is especially useful for author or patron names. 

{slider Is Between}

Find in: Queries

How it works: Finds everything between two search terms. Note: For the range “A - Z,” “Zebra” will not be returned. For “A - ZZ,” “Zebra” will be but “ZZ Top” will not. Numbers are ordered before letters.

Use for: Finding a range, such as an age range or a set of patrons with last names in the first half of the alphabet. You can also use this to search for all patrons who have anything for that field by entering the entire range: 0 to ZZZZZ.

{Slider Is Blank}

Find in: Queries

How it works: Finds everything where that field was left blank.

Use for: Checking for incomplete records or patrons who do not have an email address.

{slider Keyword}

Find in: Book Search

How it works: Finds everything that has the search term as a whole word somewhere in a longer string. For Example: if you search for “Every,” you will find “With Every Breath” but not “Everything Nice.”

Use for: Searching for long titles by one or two words, searching for authors by first name.

{slider Matches}

Find in: Query

How it works: Finds everything that has the search term anywhere in it.

Use for: Similar to Keyword, but the search term doesn’t need to be a whole word. This is a good, general search—however, it can be slower that more specific search types.

{slider In}

Find in: Query

How it works: Finds everything that Equals any of the listed search terms. Separate each term with a comma and space. For example: “PA, PY”

Use for: Searching a few specifics, such as specific patron types or several area codes.

{slider Not In}

Find in: Query

How it works: Finds everything that Does Not Equal any of the listed search terms.

Use for: Excluding a few specifics from your search. For example, patron languages that are not English or Spanish.

{/sliders}

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.

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. 

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.

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. 

Bring your questions, great ideas & feedback to our next KLAS IRC Users' Roundtable to be held Nov 3 at 1:30 PM ET.

The recording of the 11/3/2021 KLAS IRC / IMC Users' Roundtable hosted by Jared Leslie, AZ, and Jen Buzolich. CA is now available. This session was a place to share ideas and feedback following the APH conference, ask questions about new features and upcoming development, and an opportunity to connect with Keystone staff and other KLAS IRC users'. We hope you will be able to join us for our next IRC Roundtable after the new year!

 

Screen capture of the KLAS IRC / IMC Users' Meeting at APH 2021 meeting recording.

The recording of our October 12, 2021 KLAS IRC / IMC Users' Group Meeting held as part of the APH 2021 Annual Meeting is now available.

During this meeting, we shared IRC-specific features and functionality added to KLAS since our August 24, 2021 KLAS New Features webinar, upcoming development, Q&A, and discussion including a status update on the ongoing project to integrate KLAS with APH. At this time, we expect our customers to be able to submit APH orders from KLAS in the fourth quarter of 2021, and we plan to be able to automatically pul APH catalog info into KLAS by the first quarter of 2022. 

For the first time this year, Keystone held the KLAS Users' Conference virtually. Nearly 300 attendees and presenters from organizations across the country who use KLAS came together June 7-10 to share and learn. We used PheedLoop as our event platform and all session video recordings are still available to paid conference attendees via their PheedLoop log-in. Now, we're sharing all KLAS UC 2021 session slidedecks and handout files available with the rest of the KLAS Users' Community. 

Note: You must be logged in to access these files.

Screenshot of initial slide from 8/24/21 KLAS New Features Webinar Recording

The recording of our August 24, 2021 KLAS New Features webinar is now available. The webinar covers the features and functionality added to KLAS since the 2021 KLAS Users' Conference.

 


PowerPoint & Chat Transcript

 

 

Sam Lundberg moderates the 5/20/21 KLAS Users' Roundtable.

Below is the recording and chat transcript for our KLAS Users' Roundtable: Duplication on Demand Tips & Tricks for Serving Patrons that was held on Thursday, May 20, 2021. (57:24 Run Time)

Chat Transcript

The following MARC records have had diacritic marks or other issues corrected. Please upload these files in place of the NLS version.

For more information on uploading MARC Records, see Are Your Records Up-To-Date? on the forums.

Note: You must be logged in to view and download these files.

Latest Updates

The initial December files were uploaded on 12/07/2021. NEW File 2 was uploaded on 12/22/2021.

The following MARC records have had diacritic marks or other issues corrected. Please upload these files in place of the NLS version.

For more information on uploading MARC Records, see Are Your Records Up-To-Date? on the forums.

Note: You must be logged in to view and download these files.

Latest Updates

The Mid-December file was uploaded on 12/20/2022.

The Sept / October TBT record was added on 11/08/2022.The Nov / Dec TBT query set was added on 12/01/2022.

The following MARC records have had diacratic marks or other issues corrected. Please upload these files in place of the NLS version.

To avoid overwriting your cataloging data, we are removing the older NEW files. Updated versions of the New records will eventually be included in the Completed file that NLS provides.

For more information on uploading MARC Records, see Are Your Records Up-To-Date? on the forums.

Note: You must be logged in to download these files.

Scribe Error Troubleshooting

Scribe Errors and What to Do About Them

Browse this list of potential Scribe Errors for more information about why they might occur and what you can do to recover from them. This list is always under construction--if your error is not yet listed, please email a screenshot to Keystone Customer Support for information and next steps. Remember that we're always here to help if you're having trouble!

Barcodes:

System Errors

{slider All LEDs Magenta}

Network or Database not Detected

  • Full LED light strip lit up magenta / pink

The Scribe may briefly display the network alert as it boots up prior to successfully connecting. If the alert clears on its own after a very short time, there's no need to worry.

If the network alert stays on, the Scribe is not able to communicate with your database--check that your network connection is up and that the Scribe is plugged into an active Ethernet port, and contact us if the Scribe still can't connect.

{slider All LEDs Yellow}

Cache Drive not Detected

  • Full LED light strip lit up yellow

Please contact Customer Support for assistance. Leave your Scribe connected and powered on and wait for our assistance with this error.

{/sliders}

Web Monitor Error Messages

{slider IA_WAITING_FOR_BARCODE2 Waiting for cartridge for order ____}

Waiting for cartridge (not an error)

  • IA_WAITING_FOR_BARCODE2 Waiting for cartridge for order 201231234

What it is: Scribe displays this message once a duplication barcode has been scanned and it is ready for you to insert a cartridge.

What to do: A cartridge should be plugged into the slot with this message and a white LED indicator. If you have plugged a cartridge into the designated slot and this message still displays, check that it is fully inserted. If Scribe still does not recognize that the cartridge has been plugged in, contact Keystone for assistance; we can walk you through accessing and tightening the connections, or advise you on how to clean the cartridge connection point.

{slider Blank barcode for... or Invalid barcode BOD____ for Cartridge S/N____ }

Barcode error

  • Blank barcode for Cartridge S/N 101102001374
  • Invalid barcode BOD12345 for Cartridge S/N 101102001374

What it is: Scribe can’t match up the order barcode you scanned with a Duplication Order in KLAS. It may be a bad scan, that your print quality is too poor and the barcode has been malformed, or that the wrong barcode was scanned.

What to do: Try again. Make sure that you scan the barcode just above the patron’s name and address. If it still doesn’t scan correctly, try printing a new copy of the card. If print quality seems to be the issue, Keystone Customer Support can assist you in adjusting printer settings or cleaning the print head.

If the print quality looks good, use another scanner or a barcode scanner smartphone app to scan the order barcode, and contact Keystone with the results. If other scanners are able to get a “clean” read of the barcode, you may need a new scanner for your Scribe, or to adjust the settings of your current scanner.

{slider Order ___ for SMITHJ01: Error – Cartridge no longer mounted}

Cartridge disconnected

  • Order 201234567 for SMITHJ01: Error – Cartridge no longer mounted 
  • Order 201234567 for SMITHJ01: Error – Cartridge ejected while working

What it is: Scribe has lost communication with the cartridge. Either it was unplugged, or one of the USB connections between the Scribe Mini and the port has lost connection. It is also possible for this message to display immediately on plug-in for a cartridge with a custom password that has not been added to the Scribe's passcode list.

What to do: Wait 30 seconds or so for the error to clear, then try again. If you have frequent trouble with a certain port or ports, contact Keystone for assistance; we can walk you through accessing and tightening the connections, or advise you on how to clean the cartridge connection point. If you always receive this message for a specific cartridge, that cartridge likely has a custom passcode--if you know it, ask Customer Support to add that passcode to your Scribe.

Do not remove cartridges from the Scribe until either:

  • the LED indicator is Green and/or the Web Monitor shows that the slot is Ready to Mail, or
  • the LED indicator is Red and/or the Web Monitor shows an Error.

{slider Could not mkdir/tmp/tmpqccm9x4ysdn1/001_SMITHJ01}

Cartridge error

  • Could not mkdir/tmp/tmpqccm9x4ysdn1/001_SMITHJ01

What it is: Scribe could not write to the cartridge. This could be a temporary problem, or the cartridge itself could have an unknown password or just be a bad cartridge.

What to do: Try again with a different cartridge.

{slider Order ___ is already in Titles Copying status}

Invalid status

  • Order 201231234 is already in Titles Copying status

What it is: Scribe will only duplicate orders in a pending status, such as Assigned or Error. As soon as duplication begins, the order is updated to Titles Copying. Occasionally, an order can get "stuck" in Titles Copying, rather than updating to either Error or In Circulation.

What to do: Double-check that you didn't end up with two copies of the card, and that the order is not actually being duplicated in another slot. If you are sure that this is an error, and you have the cartridge that was used the first time the order was attempted, try again: rescan the card, and insert the original cartridge into the indicated slot. If you do not have the original cartridge, Duplication Orders that have been in Titles Copying status for more than 20 minutes can now be set back to Assigned status or Cancelled from the patron Orders tab.

{slider Failure to unlock cartridge using "___"}

Unlocking Error

  • Failure to unlock cartridge using "mfg"
  • Failure to unlock cartridge using "peach"

What it is: Scribe can only make one attempt to unlock a cartridge. If it is not able to detect the type of cartridge, it may use the wrong passphrase and fail to unlock the cartridge. The message tells you which passphrase was attempted.

What to do: Use one of the override key barcodes to tell the Scribe which passphrase to attempt next, then retry the duplication. You can retry the duplication with different keys until you are able to successfully unlock the cartridge. After duplication, all cartridges are re-locked using the "peach" passphrase.

If you have a batch of cartridges which all result in unlocking errors, you can use Relocking Mode to convert all of them to the peach passphrase.

For full instructions and the unlocking barcodes, see QuickRef-CartridgeUnlocking on the Duplication Info Page

{slider Order 201231234 is already in In Circulation status}

Invalid status

  • Order 201231234 is already in In Circulation status
  • Order 201231234 is already in Cancelled status

What it is: Scribe will only duplicate orders in a pending status, such as Assigned or Error. This is to prevent you from accidentally sending duplicate or cancelled orders to patrons.

What to do: Mail cards for Cancelled orders can be thrown away. Cancelling an order also clears the Mail Card in KLAS, so you don't need to worry about unassigning the card; the only reason the card printed at all would be because the batch was printed before the order was cancelled. If an order is In Circulation and you want to re-duplicate it, you will need to either use the same cartridge it was originally duplicated to, or re-send the order in KLAS and get a new Order number and Mail Card.

{slider Order 494172300 has size 126172504 compared to cartridge size 3785611018}

Cartridge is too small

  • Order 494172300 has size 126172504 compared to cartridge size 3785611018

What it is: The order, plus firmware update, is too large to fit on the inserted cartridge after formatting.

What to doTry again with a larger cartridge, or cancel the order and recreate it with fewer titles. Note: Cartridge size codes can now be printed on the Mail Cards to help staff identify the best cartridge to use for an order. Additionally, if KLAS automatically creates orders too large for your biggest cartridges, we can adjust the settings to lower the size limit for automatically generated orders--please let us know if this is happening.

{slider Previous order _____ on this cartridge for patron SMITHJ01 has been in circulation for less than 1 day}

Previous order in circulation for less than 1 day

  • Previous order 193131516 on this cartridge for patron SMITHJ01 has been in circulation for less than 1 day. Please use checkin mode to override this error.

What it is: The Scribe will not automatically re-use cartridges that were only checked out that day, to prevent accidental re-use of cartridges that were supposed to go in the mail. 

What to do: If the cartridge really is ready to be checked back in and reused, use Check-In Mode to return the cartridge. Once the previous order has been checked in, the cartridge can be reused by Duplication or Walk-In mode.

{slider Patron is not active in __}

Patron is not active in this Medium

  • Patron is not active in DB

What it is: The patron is not active in the medium for this Dup Order, and KLAS would not be able to check it out to the patron. 

What to do: Review the patron's record and either re-activate them or cancel and discard the order.

{slider Could not create order from service queue for SMITHJ01: Service queue is empty or invalid}

Service Queue is empty/deleted (Walk-In Mode)

  • Could not create order from service queue for SMITHJ01: Service queue is empty or invalid

What it is: The patron does not have an order ready to be duplicated by walk-in mode, and does not have any titles in the Service Queue that can be put in an order. 

What to do: Review the patron's record and add requests to their queue and/or adjust their preferences to find more titles and use the Fill Queue function. If the patron's Service Queue for that medium has been deleted, it will need to be re-added.

{slider Could not find holding for library ___ and bibrec Cartridge}

No Cartridge Holding

  • Could not find holding for library 24.5132 and bibrec Cartridge

What it is: The Scribe automatically inventories the cartridges you use, under a cartridge record specific to each medium you duplicate in (for statistics purposes). However, to create the item records, the cartridge record needs a valid Holding. 

What to do: Either add a Holding to the appropriate cartridge record, or have us do it. This is a one-time setup issue for each new medium, so once the Holding is in place, you shouldn't encounter this error again.

{slider The barcode ID ____ is already in use}

Barcode already in use

  • The barcode ID 192110001054 is already in use.^ipadditemvalidate ct/ctitemplipp.p:ipadditemdated ct/ctitemplipp.p^

What it is: The Scribe automatically inventories the cartridges you use, using the internal serial number as the barcode. Because different medium orders use different cartridge records, and two items cannot have the same barcode, KLAS cannot re-inventory the same cartridge under two medium records (such as DB-CART and BR-CART).  

What to do: Use a cartridge that matches the medium of the record, or a cartridge that has not been used in the Scribe yet. Cartridges should be labeled with the medium (whether with a full cartridge label or a small sticker or other tactile indicator), and mail cards should be printed by medium so you can duplicate each medium as a separate batch.

{/sliders}

Get to Know the Circulation Report

The Circulation Report is an excellent source of statistics. Nancy likes to call it the “Circulation, Circulation, Circulation Report,” since it’s found in the Circulation Module, under the Reports -> Circulation menu. It should be the first thing you check any time you need to know “how many of these things are we sending out?” whatever 'these things' happen to be.

Because the report has A LOT of options, you can really key in on just what you need. Unlike the Readership & Circulation report, which was developed to return consistent results for all libraries based on NLS' defined parameters, YOU get to decide what you want to count.

The downside is that the report... has A LOT of options. What do they all mean? Let’s take a look at some of the specifics for the Circulation Report.

Pick and Choose What Results to Include


2020 06 30 9 25 54Don’t worry! I’m not referring to “cherry-picking” your data. By default, the Circulation Report spits out a huge table, with potentially many more columns and sections that you need. If you’re only looking for one specific thing, you can save yourself a little eye strain by selecting only the columns you want to include in the report.

For any of the "Media", "Show in Report", or "Include in" Total lists that you wish to customize, you can click on any of the specific values you want to move the selection off of “All.” Then, hold down the CTRL key and select any others you want included.

Understanding your Options and Results


Of course, as you’re selecting which results to include, you’ll need to understand what they mean. "Consumables" and "Tracked" both refer to physical items. Consumables might be things like catalogues, which you don't expect to be returned. Tracked items are everything you expect patrons to send back. "Electronic Circ" covers BARD downloads, plus any downloads of SHELF or local titles through your OPAC, while "Duplication" covers Titles (not cartridges) duplicated via PCC, Scribe, or Gutenberg.

So if you want to answer, “How many cartridges did we duplicate?” select Show in Report: Tracked, and set your Begin KLAS ID and End KLAS ID to DB-Cart to get the cartridge count.

2020 06 30 14 25 56But, if you want to know “How many books did our duplication patrons get?” Use Show in Report: Duplication.

 

The next fine distinction is between "Patron Served Counts", and "Overall Patron Counts".

Patron Served Counts will add a "Check Out" and a "Checked In" column for each of the Circulation types selected, showing how many patrons received circulation of that type. Overall Patron Counts will then add a column at the far right, showing the number of patrons who received any of the selected types of circulation.

In our example below, 1,727 patrons received about 12,000 Tracked physical items. In the same period, 254 Patrons downloaded almost 4,000 titles.

However, notice that you can’t just add those together to get the Overall Patrons. That’s because some patrons may have received Tracked items AND downloaded items for Electronic Circ. The "Overall Patrons" column only counts each of those patrons once, no matter how many other columns they’re in.

 2020 06 30 15 06 43

 

Do you have branch libraries?


If you have any sub-regionals or branches, make sure you understand your “Circulation Basis” options: Sending Library or Patron Served.

The simple version here is that Sending Library counts everything based on which library sent the material, no matter who received it, while Patron Served counts everything based on which library the patron is assigned to on their Patron Main tab, no matter who actually sent the material. So if FL1A fills a back-catalog request for an FL1G patron, Sending Library would count that circulation in FL1A's report, and Patron Served would count it in FL1G's report.

Once you've got that straight, here are a few more details:

BARD circulations have their sending library set based on which library loaded the BARD Circulations. So (to keep picking on Florida for my examples) if FL1A loaded everyone's BARD Circs, all of those Electronic Circs would show up in FL1A's report based on Sending Library. Instead, they have each sub-regional load their own BARD Circs, so they can include the Electronic Circ count in their regular reports while keeping the Sending Library basis.

Meanwhile, Braille Institute has branches, but they are not recognized as full sub-regionals by NLS and don't get separate reports from BARD to be able to load their BARD Circs branch by branch. They can still get separate Electronic Circ counts, though, by using the Patron Served basis for their reports.

Finally, the Patron Served basis for the Circulation Report works off of the details recorded in the "CirTrans," the circulation transaction record KLAS creates and stores every time something is checked out or back in. The patron's current library is one of the bits of data that is recorded, so even if a patron moves to a different region, the Circulation Report will still count them for the library they were assigned to at the time of the circulation.

That means that a patron could receive something checked out while they were in FL1G, call to update their address (at which time the diligent RA would update the library on their Main Tab), and receive their next book as a patron of FL1A. If statistics were run by Patron Served for that period, the patron would be counted once for FL1G, and once from FL1A.

In contrast, the Circulation by County report is a "snapshot report," which only works off of current information. That report looks up which patrons are currently in the given county, and then reports how many circulations those patrons received. So that report would count both of our example patron's circulations for their current county, not one for each.

Final Thoughts


I hope taking a deeper dive into the Circulation Report has been helpful for you! If you still have questions, that's fine. This is a complex but powerful report, and we're very happy to help you with it. Any time you have reporting questions send an email to ks7 with all the info you need numbers for, and we'll let you know the best way to get to them.

And if you just can't get enough about reports, have a look at some of our favorite Snapshot Reports, too!

A row of printing presses.

Both Gutenberg & Scribe

What do you do about Withdrawn Titles? - Key Notes post February 26, 2022

Automatic Status Updates for Duplication-Ready Titles - Key Notes post April 19, 2021

Shuffle the Deck- Key Notes post August 26, 2020

Locally Produced Titles - Key Notes post March 12, 2020

NLS Duplication Supplies - Key Notes post Sept 10, 2019

Cartridge Capacity Information - Forum post Aug 23, 2019

System-specific

Notes from the Scribe - Scribe implementation guest post series

Hot off the Press - Gutenberg implementation guest post series

Downloads

Remember: You are always welcome to call or email Keystone Customer Support with questions or requests! 

The following downloads are practice worksheets, created to be used in hands-on training sessions at the KLAS Users' Conference. Please note that the Patron names and IDs, Title details and circulation history, and other details are referencing the Users' Conference demo databases--however, you are welcome to use these documents as a template for creating your own versions, which refer to the records in your own training database. They can then be used for training new staff, or challenging existing staff to improve their KLAS expertise even more!

If you have any questions about using or modifying these worksheets, please contact Katy via and we will be happy to assist you.

New to 7.7? View all new features, improvements, and bug fixes with fewer downloads in the combined release lists. If you only need the release list for the latest build, see below for individual release lists by month.

The latest general release is 7.7.77. The release list for 7.7.77 was uploaded December 9th, 2022.

Introducing: Keystone's Scribe (PCC Mode)

Meet the Scribe and see it in action. This video shows the Scribe in PCC mode; cartridge recycling mode is also available.

Highlights from the first year of our Thursday Tips series.

{slider Catalogue}

Do you need a new shelf? - Your KLAS database is set up with one or more "shelves" so you can record where your books and other items are stored. This post shares a couple reasons why you might consider adding a new Shelf to your set-up.

Invalid Language Fix - Do you have odd language entries in your catalog? This post can explain how they get there, how to check for them, and how to fix them.

{slider Patron Services}

Book Search series - The Book Search is a powerful tool with a ton of options! Check this series for downloadable quick-tips to help you get the most out of your searches.

Patron Merge - The Merge Patron tool will help you copy information between these records and get all of the patron's info in one place. Learn how it works and download a quick-tip with step-by-step instructions.

Reserves and NSCutoff - Do reserves obey the NSCutoff (nightly service cut-off)? It depends on your library! Read up on the pros and cons of each approach, and better understand how reserves work for your organization. 

Serve Codes - How well do you understand your Patron Profile Serve Codes? NA, OL, TA... it can sound like alphabet soup, but it actually follows a standard formula! Learn the ins and outs on this post.

{slider Serials}

How to Copy Subscribers from one Serial to Another - Download this QuickTip for instructions and a screenshot. This method will work anytime a serial is being replaced by or even just supplemented with a similar title.

{slider WebOPAC}

Browse Page (pre-defined searches) - Anything that you can search for in the catalog can be listed on the Browse page as a pre-defined search, and while the Recent and Popular titles are a good start, there are a lot more options! 

{slider KLAS Core}

Moving / Sorting Columns - Did you know that you can rearrange most of the browse tables displayed in KLAS? Find out how and download a quick-tip with more detailed instructions.

Summer Reading Queries - Download a HowTo document that will help you build queries for your Summer Reading program, or any other outreach opportunity!

Query and Search Operators - Do you know what all of the query and Search Operators in KLAS mean? Here's a cheatsheet!

Saving Queries - Do you use any queries over and over? Save yourself time and headache by saving the query--a downloadable quick-tip will show you how.

Administrators: How and Why to use Security Groups - This is a powerful option that many admins don't know much about, so read up here and get ahead of the curve.

{slider Keystone Training}

Training: How do you do it and how can we help? Sound off here to help steer the future of Keystone training!

{slider NLS Libraries}

BARD Load Errors - Don't suffer in silence! When you start looking through your BARD load errors, it's easy to get overwhelmed. But I have good news: there are really only four kinds of errors, and they're all easy to fix. Find out how in this post.

{slider IRCs and IMCs}

WebOrder Help Page - Each year, you need to create the record for the new fiscal year / school year using Period Maintenance. Read up on the details here. 

{slider RA / Reader Advisor}

Quick Preferences - Find out how to add preferences for your patrons more quickly and easily, and download a quick-tip with detailed instructions.

{/sliders}

The AT Reference document available below is intended as a supplement to the built-in Userguide and to our general How-To's and Quick Tips. For each module in KLAS, the document gives an overview, contextual information, and relevant key commands.

The Duplication QuickRef lists duplication-focused keyboard commands and describes the new, duplication-focused screens and features. 

2018 APH KLAS Users' Meeting Recording

Below is a link to the recorded screen sharing and audio portion of the IRC / IMC KLAS Users' Meeting held on October 4 at the 150th Annual Meeting of the American Printing House for the Blind in Louisville, KY. The total run time is 1:52:09, and it is in MP4 format.

Hey, NLS libraries!

It’s that time of year again. The weather is cooling off, school is back in session, Halloween decorations are coming out of storage...
that’s right, it’s time to run the Readership & Circulation Report!

The Readership & Circulation Report is specifically built to pull together all the information you need to pass on to NLS, making the reporting process as quick and painless as possible. NLS is beginning a revamp of the process, so we are working to keep this report up-to-date and compatible. For example, it should soon be possible for the results to load automatically into the online reporting form — ready for you to review and submit without any extra data entry! As they make their updates, however, some of the wording they have provided has prompted some questions. We are working to clarify some things with NLS to make sure we’re still on the same page for how things are to be counted.

In the meantime, please read this important update on: 1) How the report calculates your total patrons, 2) How and When to run the report, and most importantly, 3) Potential changes.

One - How the report currently calculates your Total.


“Total active readers” is the kind of thing that has a lot more ambiguity than you might spot on the surface. Currently, we count all records with a Patron Type beginning in P (as in PA / Individual Patrons, but not IN / Institution – Nursing Home) and a Main Status of Active. We also include all other records that have been modified in any way during the reporting date. If a patron record is updated to be Suspended, Deceased, or Withdrawn this year, that is work you did for your readers, so we count it in your total.

If NLS asks for changes to this or any other field in the report, we will let you know!

Two - How and When to run the report.


Some of the information the report calls on can change as you continue your work. Therefore, to get the most accurate numbers possible, it’s important to run it after completing all of your work on September 30 and before starting any work on October 1.

Unless you really enjoy those late, quiet nights alone in your library, that means setting the report up to run through the Batch Manager. In fact, I recommend that you go set it up right now. Here’s how:

  1. Set up the report.

In the Patron Module, go to Reports -> Statistics -> Readership & Circulation. Enter the Begin date as 10/01/2017 and the end date as 09/30/2018, and check that all of your other parameters are correct.

  1. Set your Output and Run as Batch Job.

Set the “Output Parameters” to Email. This will open a text box for you to add your email address; double-check that it’s typed correctly, then click “Run As Batch Job.”

  1. Schedule the report.

The Batch Schedule window will open up for you. Leaving the Frequency at “One Time,” set the time and date to before you start work on October 1. Fifteen minutes before the first person is scheduled to arrive at your library should be a great time. Click OK, and close the report window.

And just like that, you’re good to go! If you want to double-check, you can open the View -> Administration -> Batch Manager. The Readership & Circulation report should be there at the bottom of the list, ready to go on the first morning in October.

Three - Potential changes.


If we hear back that NLS wants to define things differently, we will make the necessary adjustments ASAP. In that case, we will go in and add the updated report to your batch manager. You will still receive the report results using the old calculations, and you will receive the results using the new calculations. This will allow you to compare the numbers. By the next reporting period, the regular Readership & Circulation Report front-end will use any new counting methods we are instructed to use.

This may not be necessary! But, in case it is, we will keep you informed of any changes to this important report at every stage.

For info on how and when to run the KLAS Readership & Circulation Report, check out this KLAS Quick Tip document.

NOAA Hurricane Florence image

As many of you will be aware, Hurricane Florence is forecast to bring heavy rains and high winds to central North Carolina, including the area where Keystone's offices are located. We are monitoring the storm closely, and are making plans to minimize the impact the storm may have on us all.

  1. We have a generator for critical functions of the office. In the event that our electric power goes out, our systems, servers, network, email, and phone system should remain unaffected.
  2. If the roads are unsafe for staff to travel to the office, our phones are VOIP and our customer support staff all have work-issued laptops. This would allow customer support staff to work from home over a VPN and keep supporting you all.
    Depending on the severity of the storm, we may have difficulty responding to support calls as quickly as we'd like, but we'll be doing the best we possibly can.
  3. Customers that have their database hosted with us-- for years, we have been storing backup copies of everyone's databases off-site (in encrypted form) in case of emergency. In case the hurricane is really terrible in this area, we have an emergency operations site prepared to be able to bring up all the hosted customers on cloud-based servers within a number of hours. Should this be necessary, connecting to those cloud servers will require local admin rights to load a new set of KLAS support files. We will be sending out information about the backup connections and plans to affected customers as needed.

Another area that we have been seeking to improve: providing a consistent place for customers to be able to check on the status of their database and connections so that it is quicker to identify where an issue might be occurring. As part of the 7.7 release that we are in the final stages of testing, we have been planning to roll out new status pages to report on the status of each library's database.

For this weather event, Keystone is going to use an early version of this system to provide information to all customers on how we are weathering the storm. The Keystone Status notification site is now accessible from the "Keystone Status" menu item on klausers.com and at this URL: https://uptime.statuscake.com/?TestID=emlREBtN3e

This site will show the status of our Support and Hosting networks, and also provide us with a location to post any announcements. The Keystone Support network indicates, among other things, whether our email server is still receiving emails, and if we can expect our phone system to work. The Keystone Hosted Customers ISP indicates whether our hosting network is still communicating with the Internet, and therefore should the customer expect to be able to connect to the database with the staff functions.

 

Have you ever wished you had a better frame of reference for your statistics, or a better idea of just how much of your collection is in use? Today, I’m spotlighting three reports that can help—and even better, you can set them up to be emailed to you regularly, with no need to go into KLAS and set them up every time. They are (drumroll, please):

  • Patron Statistical Report
  • Patron Status Summary
  • Catalog Holding Summary

These reports provide a “snapshot” of your stats at a specific point in time, and they can be set up as repeating jobs in the Batch Manager. This means that you can receive one or more of these reports automatically every month (or however often you choose) and be sure that they were using the exact same parameters.

You can’t run any reports to find out exactly how many patron or items you had last year—those records are constantly changing as patrons and titles are added, deleted, and merged. However, if you schedule these reports to run regularly, you will have all of those numbers on hand if you need them in the future. Looking back over your saved snapshot reports will give you a clear view of how your stats change (or stay the same!) over time, providing context for your bigger quarterly or annual reports.

To start getting one or more of these reports automatically, set the options for the report however you want, select the Email output parameter, and enter your email address. Click “Run As Batch Job” to open the Batch Schedule window. The scheduler allows you to receive the email Monthly or Weekly, on a given day and time. To receive a report quarterly, select "Monthly," then check off only the first month of each quarter.

Snapshot reports include:


Patron Statistical Report

The Statistical report gives you a patron count split by gender and broken out by age range and / or county. The default age break-down is 25-65 (which gives the count for patrons under 25, 25 to 65, and over 65), but you can make this whatever you need. For example, entering “18-25-65-80” will give you counts for how many male and female patrons are under 18, are 18 to 25, are 25 to 65, and so on.

Patron Status Summary

While the Statistical Report gives you patron counts based on demographics, the Status Summary gives you counts broken out by patron type (such as Library, Nursing Home, and Individual) and status (such as active, suspended, and deceased). Together, the two reports can help you keep track of how your patron base changes over time.

Catalog Holding Summary

Finally, the Holding Summary gives counts for your materials, including Monograph titles and Equipment. The count is broken out by Library, Record type, Media, Titles, and Item Status (AVL, OUT, etc). If you want to know how many DB records you have, how many machines you have Available, or how many Descriptive Videos are currently Out, it’s all here. Note, however, that only titles with a Holding will be counted—meaning that Download Only titles will not be included.

As always, if you have questions about your results, or need help setting up these reports, please ask! We’re here to help.

KLAS Keyboard Shortcuts

KLAS' staff side interface allows all functions to be performed with keyboard commands. The following document provides a summary of the keyboard shortcuts that make using the system quicker and easier.