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Key Notes Blog

Bringing you weekly posts on conference planning, happenings at Keystone, or how better to put KLAS to work for you!

Patron Profile Quality Control

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.

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Please pardon our dust.

Here at 8016 Glenwood Ave #200, there's change in the air. A couple of weeks ago we started a large building remodeling and update.

Under Construction Sign

By the time it's complete, the roof will be replaced, we'll have new ceilings, carpet, and paint, and our breakroom will get an overhaul.

In preparation for the first phase of the work, we packed up one half of our staff and moved them to the other side of the building while work happens on the side they usually occupy. Our programmers, Sales and Marketing Department, Lead Developer, and Technical Writer are in temporary quarters during this phase. Once work is completed on their workspaces, the opposite will occur. Our Customer Support Team, Office Manager, and Systems Administrator will move to temporary digs while their side of the building is revamped.
Building Roof under Construction

We are going to post photos as the work progresses in an album on Keystone's Facebook Page so be sure to like the page and follow along with the process, but here are a few teasers...

Read more: Please pardon our dust.

The Stars of Keystone's Staff - Katy

Today we're starting the first in a series of Key Notes blog posts called "The Stars of Keystone Systems' Staff". Each will include some basic info and insight into one of our staff members. We hope these posts will provide you a look into who makes up our diverse, supportive, and knowledgeable staff.

"The Stars of Keystone Staff" on black background with white stars

Basic Stats:

Name of Staff Member: Katy Patrick

Year Hired: 2017

Current Job Title: Technical Writer

Picture of Katy Patrick

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New School Year Checklist

Hello, IRCs! We know you are very busy right now so I won’t keep you long. As you’re scrambling to get everything checked in and staged for next year, here are three things to check on before they start causing you headaches:

Default Period 

If you have not yet set the default period to the new school year, here’s a forum post that will help you make the switch: Period Maintenance – New School Year.

Loan Period

For some IRCs, materials are automatically given a due date at the end of the current period. Others, however, set a specific due date, which will need to be manually updated each year. Make sure your system is using the due date you want for new materials.

WebOrder Request Types

Check that the request types listed for creating a new Material Request are up-to-date. Many IRCs will list a “Current School Year” and “NEXT School Year,” so make sure your labeling matches the correct year. Request types for the year that is now over should be removed. Let us know what changes need to be made.

 

Once you have these set, you’ll be ready to start the new school year right.
And as always, give us a call or email This email address is being protected from spambots. You need JavaScript enabled to view it. if you have questions or need help!

Summer Reading Queries

Ah, Summer. Time for swimming, barbeque... and Summer Reading Programs!

As Summer Reading Program season ramps into full gear, are you wishing you had a better way to target mailings or generate grade-appropriate reading lists?

Do you need an efficient way to promote your new book club or an author event?

You may have more options than you realize!

Queries are your best tool for generating a list of patrons matching certain criteria. For example, you can search for patrons based on their area, subject preference, or age range. Once you've successfully queried for a patron list, you can use it to print mailing labels or export it for a list of the patrons’ email or mailing addresses. And don't forget, you can query in the Catalogue module as well to generate book lists!

Here are a few examples to help you get started. Then, check out the forum post for more information or to share your own!

Read more: Summer Reading Queries