Shaking Hands

Technical Notes

Detailed How-To Descriptions about KLAS

Technical notes have been developed in response to customer requests about various aspects of KLAS. The documents presented here are in Microsoft Word 97 and Adobe PDF formats. The Adobe PDF format requires Acrobat Reader to view the files. You may download a free Acrobat Reader from the Adobe website. If you would like a document in another format please email us with the document number and format you need. Also please feel free to contact us with suggestions for future documents.

The first three documents are those most commonly downloaded. Thereafter, each is listed in reverse numerical order.

Click here for a list of Technical Notes by module.

Technical Notes List

DATE & NUMBERTITLEDESCRIPTIONDOWNLOAD
6/11/2007 User Permissions in KLAS v7 An outline of available functions within the Klas Modules to be used as a guide when administering user permissions. User Permissions Word Format(294 Kb) User Permissions PDF Format(113 Kb)

10/3/2006
Saving HTML reports in KLAS v7 Saving HTML Reports Word Format(250 Kb) Saving HTML Reports PDF Format(103 Kb)
12/6/2001 F9 Shortcuts A chart highlighting the various F9 shortcuts. F9 Chart Word Format(27 Kb) F9 Chart PDF Format(8 Kb)
03/29/2000 5.7 Exclusion Codes A Quick Reference Chart of Z-search Exclude Codes. 5.7 Exclude Codes Word Format(27 Kb)
5.7 Exclude Codes PDF Format(6.88 Kb)
8/26/1999
 
KLAS 5.7 Quick Reference Charts for Book Selection Type codes, Service Type codes, and Reader Services Queue Service type codes. Quick Reference Word Format(32 Kb)
Quick Reference PDF Format(12 Kb)
2002-0102
2/21/2002
Installing Progress Client and Configuring KLAS Clients Instructions for Installing Progress Client and Configuring KLAS Clients on a Windows Workstation - Regular Installation. Installing Progress Client Word Format(68.5 Kb)
Installing Progress Client PDF Format(28.4 Kb)
2002-0101
1/05/2002
Installing KLAS Clients Instructions for Installing and Configuring KLAS Clients on a Windows Workstation - Unattended or Silent Installation. Installing KLAS Clients Word Format(68 Kb) Installing KLAS Clients PDF Format(21.7 Kb)
2001-0119
7/20/2001
Fix for Windows 98 Log-in Problem for JAWS Users WebOPAC JAWS Users JAWS Log-in Problem Word Format197 Kb JAWS Log-in Problem PDF Format13.8 Kb
2001-0118
7/18/2001
Control File Setup for Sharing Materials BPH Branch Sharing Control File Setup Word Format1.05 Mb Control File Setup PDF Format92 Kb
2001-0117
4/24/2001
KLAS Related Title Function Procedures to relate similar titles together for searching puposes - IRCs Related Title Function Word Format(283 Kb)
Related Title Function PDF Format(196 Kb)
2001-0116
4/23/2001
The KLAS Reissue Function   Reissue Function Word Format(305 Kb)
Reissue Function PDF Format(374 Kb)
2001-0115
3/20/2001
Procedures for Damaged and Problem Books BPH Libraries - Procedures for check-ins, etc. Book Procedures Word Format(208 Kb)
Book Procedures PDF Format(26 Kb)
2001-0114
1/29/2001
Patrons' Book Selection Type Display KLAS version 5.7r5, describes how to read the the Select Type (Sel) column in the Patron HasNow and Patron HasHad display which has been expanded to three characters. Book Selection Type Word Format(1.07 Mb)
Book Selection Type PDF format(42 Kb)
2001-0113
1/15/2001
Duplicate Record Overlay KLAS v5.7r5
Using MARC record overlay in cataloguing to supplement existing records.
Duplicate Record Overlay Word Format(207 Kb)
Duplicate Record Overlay PDF format(25 Kb)
2001-0112
1/5/2001
Printing Options Using NetTerm Different NetTerm settings for processing outputs such as reports, CMLS, mailing labels, and screen dumps. Printing Options Word Format(1.2 Mb) Printing Options PDF format(37 Kb)
2001-0111
1/15/2001
Using the Amnesty Program KLAS v5.7r5 Amnesty Program Word Format(1.1 Mb) Amnesty Program PDF format(196 Kb)
2001-0109
1/5/2001
Instructions for Installing Progress Client and Configuring KLAS Mail Card Client on a Windows 95/98 Workstation KLAS v5 Character / Outsourcing
Includes instructions for installing Progress, KLAS, and NetTerm.
Installing Progress Word Format(71 Kb) Installing Progress PDF format(39 Kb)
2001-0108
1/15/2001
Using Automatic Patron ID Generation KLAS v5.7r5 Automatic Patron Word Format(1.1 Mb) Automatic Patron PDF format(223 Kb)
2001-0107
1/15/2001
Patron Service Codes and Expanded Nightly Service KLAS v5.7r5 Service Codes/Nightly Service Word Format(1.1 Mb) Service Codes/Nightly Service PDF format(133 Kb)
2001-0106
1/19/2001
Patron Labels Export Using a Comma Separated Value (CSV) Format for Mail Merge KLAS v5.7r5 Patron Labels Export Word Format(1.4 Mb) Patron Labels Export PDF format(902 Kb)
2001-0105
1/16/2001
Equipment Tracking by SLA Location KLAS v5.7r5
BPH
Equipment Tracking Word Format(1.2 Mb) Equipment Tracking PDF format(110 Kb)
2001-0104
1/19/2001
Withdrawing/Purging Equipment KLAS v5.7r5 Withdrawing/Purging Equipment Word Format(1.1 Mb) Withdrawing/Purging Equipment PDF format(173 Kb)
2001-0103c
1/5/2001
Adding Results Reports to KLAS Reports Menus - Character Interface KLAS v5.7r5 Character Adding Results Reports Character Word Format(1.2 Mb)
Adding Results Reports Character PDF format(127 Kb)
2001-0103g
1/15/2001
Adding Results Reports to KLAS Reports Menus - GUI Interface KLAS v5.7r5 GUI Adding Results Reports GUI Word Format(958 Kb) Adding Results Reports GUI PDF format(102 Kb)
2001-0102
1/5/2001
Erasing Patron Requests or HasHad Records KLAS v5.7r5
How to use the Erase function in Circulation-Reserves/Requests or Patron - HasHad Maintenance.
Erasing Patron Requests Word Format(1.1 Mb) Erasing Patron Requests PDF format(218 Kb)
2001-0101
1/2/2001
New Nightly Setup KLAS v5.7r5
Describes how the new nightly functions interface can be tailored to fit needs of BPH library.
Nightly Processing Word Format(305 Kb)
Nightly Processing PDF format(193 Kb)
2000-0118
10/13/2000
PICS Load in WAN Environment BPH libraries with character interface, not outsourced. PICS Load Word Format(241 Kb)
PICS Load PDF format(56 Kb)
2000-0117
10/4/2000
Using F9 Go To and Return
For a chart of F9 functions, please see the Quick Reference Section located at the top of this table.
KLAS v5 Using F9 Word Format(214 Kb)
Using F9 PDF format(26 Kb)
2000-0116c
10/5/2000
Printing Wide Reports - Character KLAS v5 Character Printing Wide Reports Word Format(38 Kb) Printing Wide Reports PDF format(25 Kb)
2000-0116
10/5/2000
Printing Wide Reports - GUI KLAS v5 GUI Printing Wide Reports Word Format(64 Kb) Printing Wide Reports PDF format(21 Kb)
2000-0115
9/20/2000
Using KLAS to Correct CMLS Records Libraries sending data to CMLS. CMLS Records Word Format(217 Kb)
CMLS Records PDF format(29 Kb)
2000-0114
9/18/2000
Machine Audit Reports BPH libraries undergoing NLS machine audit. Machine Audit Reports Word Format(207 Kb)
Machine Audit Reports PDF format(24 Kb)
2000-0112
7/26/2000
Instructions for Loading PICS Data from NLS   Loading PICS Data Word Format(379 Kb)
Loading PICS Data PDF format(55 Kb)
2000-0111
7/10/2000
Using the Carousel Check-out Interface Copy specific checkout from a Carousel storage system. Using the Carousel Word Format(998 Kb)
Using the Carousel PDF format(31 Kb)
2000-0110
7/10/2000
CMLS Transactions Explains what each transaction is and when KLAS generates them. CMLS Transactions Word Format(205 Kb)
CMLS Transactions PDF format(19 Kb)
2000-0109
6/19/2000
Using Batch Update Gives steps and examples for using batch update to correct Holdings Records. Using Batch Update Word Format(202 Kb)
Using Batch Update PDF format(18 Kb)
2000-0108
6/29/2000
Using Address Verification Describes the Address Verification program, which is a supplement to the Patron Master. Address Verification Word Format(952 Kb) Address Verification PDF format(58 Kb)
2000-0107
6/9/2000
IRC Instructions Gives step by step instructions for the various IRC processes. IRC Training Word Format(247 Kb)
IRC Training PDF format(78 Kb)
2000-0106
6/6/2000
Instructions for Installing and Using the Portable Barcode Scanner Apex Compsee Portable Barcode Scanner Barcode Scanner Instructions Word Format(214 Kb)
Barcode Scanner Instructions PDF format(31 Kb)
2000-0104
6/1/2000
Z-Search in Reader Services Describes the functionality and options available in Z-search. For BPH libraries. Z-Search Word Format(481 Kb)
Z-Search PDF format(42 Kb)
2000-0102
3/30/2000
Serving Patrons through Nightly Processes Describes patron profile and service options for BPH libraries.
Partially updated by 2001-0101 and 2001-0107.
Nightly Processes Word Format(994 Kb)
Nightly Processes PDF format(109 Kb)
1999-0202
12/8/1999
Changing the Media for Serial Subscriptions Steps for BPH Libraries to change the media of CMLS and other subscriptions. Changing the Media Word Format(54 Kb) Changing the Media PDF format(19 Kb)
1999-0201
1/06/2000
Listing of Reports in KLAS A comprehensive list of all of the pre-programmed reports in KLAS, separated by module. Reports in KLAS Word Format(241 Kb)
Reports in KLAS PDF Format(80.1 Kb)
1999-0122c
12/15/1999
How to Produce Patron Labels Using Results KLAS v.5 character
Detailed directions on how to produce patron labels from a query developed in Results.
Producing Patron Labels Word Format(214 Kb)
Producing Patron Labels PDF format(27 Kb)
1999-0122
12/14/1999
How to Produce Patron Labels Using Results KLAS v.5 GUI
Detailed directions on how to produce patron labels from a query developed in Results.
Producing Patron Labels GUI Word Format(214 Kb)
Producing Patron Labels GUI PDF format(29 Kb)
1999-0111
10/19/1999
Creating a Windows "Printer" that Prints to a Local File Instructions on how to create a print-to-file printer for users with a Windows operating system. Especially helpful for users of outsourcing systems. Print to Local File Word Format(202 Kb)
Print to Local File PDF format(18 Kb)
1999-0110
10/14/1999
Retrospective Conversion - Barcode Application Instructions for linking barcodes to materials. Retrospective Conversion Word Format(53 Kb) Retrospective Conversion PDF format(17 Kb)
1999-0109c
3/9/1999
Using the Portable Data Recorder - Outsourcing Environment Instructions for using the Percon PalPro portable data scanner with a serial port connection in an outsourcing environment to perform inventory and check-in functions. Portable Data Recorder Word Format(205 Kb)
Portable Data Recorder PDF format(24 Kb)
1999-0109
4/19/1999
Using the Portable Data Recorder Instructions for using the Percon PalPro portable data scanner with a serial port connection to perform inventory and check-in functions. Portable Data Recorder Word Format(205 Kb)
Portable Data Recorder PDF format(23 Kb)
1999-0108
9/21/1999
Using Backroom Turnaround Steps for setting up and using KLAS Backroom Turnaround functions. Backroom Turnaround Word Format(201 Kb)
Backroom Turnaround PDF format(21 Kb)
1999-0107
8/17/1999
AutoRequest Exclusion Codes Explanation of codes found in patrons' request lists. The codes indicate where a stated request conflicts with patron likes. Exclusion Codes Word Format(208 Kb)
Exclusion Codes PDF format(21 Kb)
1999-0106
8/13/1999
Updating Authority Records Illustrated instructions for updating and merging author and subject authority records, using the Catalogue Module. Authority Records Word Format(276 Kb)
Authority Records PDF format(111 Kb)
1999-0105
5/13/1999
KLAS 5.7r2 Software & Documentation Instructions on installing and using the KLAS electronic documentation available on CD-ROM. For KLAS version 5.7 and higher. Installing KLAS CD-ROM Word Format(200 Kb)
Installing KLAS CD-ROM PDF format(18 Kb)
1999-0104
5/13/1999
How to Use Results to Write an Alphabetical report of Descriptive Videos KLAS v5.7r2 Character Alphabetical Report Word Format(61 Kb) Alphabetical Report PDF format(26 Kb)
1999-0103
2/24/2000
How to set up a 4227 Printer Workstation   Printer Workstation Word Format(200 Kb)
Printer Workstation PDF format(15 Kb)
1999-0102
3/9/1999
Using KLAS Holdings Withdraw Routines Instructions for using KLAS Holdings Withdraw Routines. Holdings Withdraw Routines Word Format(66 Kb) Holdings Withdraw Routines PDF format(33 Kb)
1999-0101
1/20/1999
How to Use Results to Write a Copy Listing by Location and Serial Number Report Version 5.3 GUI Copy Listing Word Format(62 Kb) Copy Listing PDF format(28 Kb)
1998-0122
9/11/1998
Instructions For Using KLAS Quick Request Function Version 5 Outsourcing Quick Request Word Format(72 Kb) Quick Request PDF format(42 Kb)
1998-0121
9/11/1998
Instructions for CMLS Processing Version 5 Outsourcing CMLS Processing Word Format(59 Kb) CMLS Processing PDF format(24 Kb)
1998-0116
1998
Offline Data Load Version 5.3 GUI
General instructions on using Offline Data Load procedures.
Offline Data Load Word Format(69 Kb) Offline Data Load PDF format(28 Kb)
1998-0115
12/17/1998
Copying Files Using Windows95 Version 5.4 GUI
Basic information on using tools available in Windows95 or higher machines.
Copying Files Word Format(55 Kb) Copying Files PDF format(20 Kb)
1998-0112
12/4/1998
Recommended Procedures for Dividing the Reader Services Queue By Last Name Version 5.6 character Dividing RS Que Word Format(72 Kb) Dividing RS Que PDF format(40 Kb)
1998-0110
11/2/1998
Procedures for Taking a Cassette Book In and Out of Repair in Non Copy-Specific Libraries Version 5.4 Cassette Book Word Format(68 Kb) Cassette Book PDF format(40 Kb)
1998-0109
10/29/1998
Books in Series Version 5.5
Information on setting up and using series codes.
Series Codes Word Format(84 Kb) Series Codes PDF format(53 Kb)
1998-0108
11/1998
KLAS Inventory Routines Version 5
Step by step instructions for the inventory process. Includes instructions for copy-specific and non-copy specific libraries.
Inventory Process Word Format(97 Kb) Inventory Process PDF format(52 Kb)
1998-0107
10/5/1998
Changing The IBM4227 Printer For Different Form Stock Instructions for changing the paper stock in the IBM 4227 printer. Printer Form Stock Word Format(51 Kb) Printer Form Stock PDF format(16 Kb)
1998-0106
1998
How to Use Results to Write A Series Code Report with Author and Title Version 5 GUI Results
Could be replaced by Holdings - Reports - Series Listing Report.
Results - Series Code Report Word Format(58 Kb) Results - Series Code Report PDF format(26 Kb)
1998-0105
4/1998
How to Use KLAS Notice Manager Version 5 GUI
Information on editing notices and printing them from various modules.
KLAS Notice Manager Word Format(97 Kb) KLAS Notice Manager PDF format(86 Kb)
1998-0104
8/1998
How to Reconcile and Update Author Queries Version 5 GUI
Instructions on using Batch Update to change Author Records.
See also 1999-0106 Authority and 2000-0109 Using Batch Update.
Reconcile and Update Word Format(109 Kb)
Reconcile and Update PDF format(62 Kb)
1998 How to Write a Patron HasNow List Report in ResultsŪ Version 5.3 GUI Results
Can now be accomplished with F6 on the HasNow screen.
Patron HasNow List Word Format(33 Kb) Patron HasNow List PDF format(14 Kb)