The regularly scheduled KLAS Webinars have been recorded so that KLAS customers may review these web sessions at their convenience. All webinars contain information pertinent to the KLAS v7 Patron Module. Please free to contact us with suggestions for future recorded sessions.
The files presented here use the Webex Player for playback.
You may download the Webex Player for free from the download page of the Webex web site. (The player download button is at the bottom of the page.)
Or use the following link for direct access to the executable installer file.
Please note that Administrative privileges will be required to install the player on a workstation.
Note: The Size column indicates file size and running time of the recording.
| MODULE | TITLE | DESCRIPTION | SIZE / LENGTH |
|---|---|---|---|
| Patron | Patron Find | How to use the Patron Find function to locate patron records by:
|
 (7 Mb) (14:35 min) |
| Patron |
Adding a New Patron | This Webinar includes step by step instructions for adding a new patron into Klas version 7. Steps included are adding general information on the Main tab, adding address information on the Address tab, setting up the patron for service on the Profile tab, adding subject preferences on the Preferences tab, and adding newsletter subscriptions on the Subscriptions tab. Along the way, the relevant fields and screens of Klas version 7 are explained. |
(4.16 Mb) (18 min) |
| Patron |
Patron Addresses | Maintaining Patron Addresses including retaining Historical Addresses and Setting Temporary Address Designations |
(9 Mb) (8:28 min) |
| Patron |
Patron Preferences | Maintaining patron preferences and exclusions (likes and dislikes) such as:
|
(13.5 Mb) (12:15 min) |
| Patron |
Update Patron Main | Updating and modifying information on the Patron Main screen including:
|
(2.5 Mb) (2:25 min) |
| Patron |
Update Patron Profile | Updating and modifying information on the Patron Profile screen including:
|
(2 Mb) (5.5 min) |
| Patron |
Patron Transfer | Procedures for Transferring a Patron with All Patron Information
|
(2.7 Mb) (5:27 min) |
| Patron |
Patron Overdue Notices | This webinar demonstrates how to produce overdue notices for patrons. The first, second and final overdue notices are shown, and there is some discussion about whether notices should be posted or not. |
(3.5 Mb) (10 min) |
| Patron |
KLAS 7.2b13, General Patron & Circulation features | This webinar highlights several new features available in the 7.2b13 release. These include the Quick Query buttons in Patron, the two update features for Patron Items, and the Circulation Alerts feature.
Release Date: 03/1/2007 |
(2.13 Mb) (13 min) |
| Patron |
KLAS 7.2b12, Book Search Sorting Options | This webinar demonstrates the various sorting options available to you in Patron Book Search. You'll view a series of searches as the user narrows down the criteria and changes the sort each time.
Release Date: 07/12/2006 |
(.9 Mb) (4 min) |
| Patron |
KLAS 7.2b12, Most Recently Used List | KLAS 7.2b12 includes a Most Recently Used (MRU) listing for patrons. This feature allows you to see the last 10 patrons you worked with at your workstation and easily navigate to them without using the Find. The MRU is also in place for queries as well. This webinar demonstrates this feature.
Release Date: 07/11/2006 |
(.5 Mb) (3 min) |
| Patron |
KLAS 7.2b12, Patron Transfer Report | Considerable changes have been made to the front end and results of the Patron Transfer report. This webinar demonstrates how the report now functions with those changes.
Release Date: 07/11/2006 |
(1.7 Mb) (4 min) |
| Patron |
KLAS 7.2b12, Quick Preferences Improvements | The Quick Preferences function has been expanded to include more than just subjects now. This webinar demonstrates how the function now works, including how to deal with errors. Also, this webinar demonstrates how to set up authors with a code for use in the Quick Preferences screen.
Release Date: 07/11/2006 |
(1 Mb) (6.5 min) |
| Patron |
KLAS 7.2b12, Reader Services Navigator | A new feature in KLAS 7.2b12, the RS Navigator allows reader advisors to view and manage their list while still being able to work with patrons who call or walk in. The RS Navigator buttons for Skip and Mark as Served are explained, along with the related Control File setting for Skip.
Release Date: 07/11/2006 |
(1.3 Mb) (6.5 min) |
| Patron |
KLAS 7.2b12, General Patron Changes | This webinar covers several general changes to the patron module, including using the F1 Help and the Print Screen feature. These features are also discussed in KLAS 7.2b12 General Catalogue Changes webinar.
Release Date: 07/11/2006 |
(.9 Mb) (3 min) |
| Patron |
KLAS 7.2b11, Select starting position for sheet labels | This new feature allows users to select a specific starting point for Patron Labels on sheet stock.
Release Date: 02/2/2006 |
(.4 Mb) (2.5 min) |
| Patron |
KLAS 7.2b11, Correct Full Screen Patron Find browse | This web session demonstrates a correction made to the Patron Find function when view in full screen mode. Previously only the patrons from the "normal" default browse would be displayed if the Patron Find was increase in size to full screen.
Release Date: 02/2/2006 |
(.2 Mb) (1 min) |
| Patron |
KLAS 7.2b11, General Reader Services Updates | Several changes to the reader services functions are demonstrated in this webinar. These changes include the addition of series code and sequence number in the book search results screen. Changes to the report menu structure and report front end are demonstrated, and updates to the Patron Transfer function and the Patron Transfer Information are discussed.
.
Release Date: 01/31/2006 |
(1 Mb) (4.5 min) |
| Patron |
KLAS 7.2b11, Updates to Patron Profile | This session discusses the changes that have been made to the Patron Profile screen. These changes include the addition of a new column in the browse to indicate the number of copies checked out to a patron and a Debug checkbox. The Debug checkbox allows users to investigate the service of a patron, with information being placed into the patron notes by the nightly service functions. An example of the notes that would be generated is displayed and discussed during this session.
Release Date: 01/31/2006 |
(.8 Mb) (4 min) |
| Patron |
KLAS 7.2b11, Bulk Delete |
Demonstration of using Bulk Delete Reserves to delete multiple reserves/requests from a patron's record.
Release Date: 01/30/2006 |
(.6 Mb) (6 min) |
| Patron |
KLAS 7.2b11, Renew Series | Demonstration of using Renew Series to renew ordered and unordered series for a patron.
Release Date: 01/30/2006 |
(1 Mb) (10 min) |
