Shortcuts and Tools Overview
The purpose of this section is to provide show you some of the Shortcuts and Tools available for working with KLAS more effectively. We have provided you with some useful Keyboard Shortcuts to navigate KLAS. By using Queries you can find information beyond the basics and become a power user. To add to the power of KLAS you can export data into Excel and use the data found in KLAS in other applications and other ways. This toolkit will help you unleash more of what KLAS can do for you.
Note about Username and Password
Your username and password are the same in KLAS. They have been created for you and should have been given to you by the KLAS administrator. The KLAS adminstrator creates your unique credentials using the form of "nc" plus the first 4 initials of your last name and the first initial of your first name.
Using Excel with KLAS
Excel is a very useful tool for working any set of results KLAS can provide. Every search you can think of doing in KLAS, by either a simple Find or a more complex Query, can be exported to Excel. Most of the major tab areas in Patron, Catalogue, Circulation, Equipment and Serials modules allow you to use the Export function to output what's displayed. Export can be done from any browse table in a screen where available.
For example, if you want to any kind of calculation on a set of results from a search, you can do this easily with Excel. If you want to create a mail merge to send letters off to a group of patrons, run your query to find the group and then export it into Excel. Use this Excel sheet create as your data for the letter. It's useful to share findings with patrons or staff, since from Excel you can print off or email results without having to open KLAS to examine them.
Exporting to Excel
You can export a result set in one of three ways:
The Export function defaults to showing up to the first 500 results -
If you have a set of data that is larger than 500 items you will want to adjust this number - to at least the number of results found. When in doubt, estimate large to make sure you get all of the results. It defaults to only showing what is displayed on the screen. There are usually other fields present, but we just can't see them. If you want to see these fields, do an Export with All the fields available - .
Batch Manager is a tool you can use to have any predefined report that you choose to run when you want it to automatically on a specific day and time at a regular interval. The results can be emailed to you on a specific day, month and time. It is available from all modules by selecting any report available. The main advantage of using Batch Manager, particularly for large reports, is that you can run a report in the background and continue to work in KLAS. This is helpful when a large report such as the HD-circulation report, Patron Status report, or one of many others is run, since running them in real time will tie up resources and not allow any other activity in KLAS until they have finished running.
Running a Request/Reserves report weekly, a New Patrons report monthly, or any other kind of regular report needed.
Running Batch Manager
To use Batch Manager: