Upcoming Webinars & Roundtables

New Webinar & Roundtable Platform: In an effort to provide a better experience for online training, webinar, and roundtable participants we are moving from join.me to Google Meet. You will NOT need a Google account to join a Keystone hosted Google Meet. We hope this change will address some of the bandwidth and other issues we know some attendees have experienced with join.me. As an additional bonus, Google Meet offers auto closed captioning.

2/18/2021 KLAS New Features with Katy

3 PM ET / Noon Pacific Thursday, Feburary 18

During this session, she will describe and demonstrate new features and functionality added to KLAS. If there's something specific you wish her to discuss or demonstrate, feel free to email your question to  

Google Meet Link: https://meet.google.com/rwk-bpmz-oco
Join by phone: +1 314-226-1417‬ PIN: ‪769 402 631‬#‪

Previously Held Webinars & Roundtables

Recordings and / or PowerPoints from the below previously held webinars and KLAS Users' Roundtables are available. You must be logged into klasusers.com to access any of these articles.

• 12/15/2020 KLAS Users' Roundtable: Duplication on Demand Updates
• 11/19/2020 Keystone Webinar: Reports
• 10/22/2020 KLAS IRC Users' Roundtable
• 09/17/2020 KLAS Users' Roundtable: Virtual Programming
• 8/12/2020 KLAS New Features Update
• 05/19/2020 KLAS Online KLAS Users' Group Meetings
• 4/23/2020 KLAS IRC Users' Roundtable
• 03/19/2020 KLAS Users' Roundtable: Duplication on Demand
• 02/20/2020 KLAS Q&A with Katy

Today, I want to share a few items of particular interest to our Instructional Resource / Instructional Materials Center users including the upcoming users' meeting at APH, an update about our APH integration project, and a new IRC addition to our Users' Community. Read on for more info about each.

KLAS IRC / IMC Users at APH 2021 Annual Meeting

As you have probably heard, the 2021 American Printing House for the Blind Annual Meeting will be online again this year. 

• KLAS IRC Users' Group Meeting at APH 2021: Tuesday, October 12 at 3:00-4:30 PM Eastern / Noon-1:30 PM Pacific

We are hosting the 2021 KLAS IRC / IMC Users' Meeting on our Zoom account.

Meeting Agenda:

• Keystone Update & Current Customers
• Community, Training & Events
• New KLAS IRC Features
• Upcoming Development
• Questions & Discussion

Meeting Invite:

Join Zoom Meeting: https://us02web.zoom.us/j/88072964152?pwd=NUltTVdISVRBS0VuS0Fud2VsUTZmQT09

Meeting ID: 880 7296 4152
Passcode: 167077

Dial-in for audio:
+1 929 205 6099 US (New York)
+1 301 715 8592 US (Washington DC)
+1 312 626 6799 US (Chicago)
+1 669 900 6833 US (San Jose)
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
Find your local number: https://us02web.zoom.us/u/kkZmZM6Wu

September 2021 APH Integration Status Update

During our August 24 KLAS New Features Webinar Katy shared the latest info on our ongoing project to integrate KLAS with APH's catalog and ordering system. We know many of you are excited and anticipating the completion of this integration project (as are we) because it means much less data entry and duplication of effort for your staff.

I asked Kyle Honeycutt, Manager of Software Development, for any additional updates he may want to share with our IRC / IMC users. This is what he said:

Using a tool called "PostMan," I have been able to successfully retrieve catalog information, post orders to their test system, and retrieve status of orders. I am in contact with APH and their contractors regarding what information is mapped in which fields, and what criteria to query on to retrieve exact catalog availability. Once all these questions are answered, the next step will be adding calls to these services within the KLAS programs.

Basically, we are using a known testing tool to confirm that the services work as expected, and that we know exactly how to consume them. Then we will introduce the complexity of consuming the processes from within KLAS.

What that means is: we're making good progress and using known tools and processes to accomplish the integration. At this point, our development needs to verify the item information being pulled from APH's catalog is identified correctly and then setup the service to pull it into KLAS in a logical manner.

New IRC Installation

Finally, I want to welcome a new instructional resource center to our KLAS Users' Community!

The West Virginia Instructional Resource Center began their implementation of KLAS this week with an onsite visit from Marion and Mitake. We're excited to work Debbie and her staff in the next few months as we learn their workflow, policies, and process and how to best make KLAS work for their organization and clients. 

We're excited to have them on board, and hope you'll join us in extending a warm welcome.

Per the KLAS Users' Group Bylaws, upon the vacancy of an officer position an election must be held to replace the officer. As such, we are now conducting an election for the office of President of the KLAS Users' Group. Please meet your candidate for the open Users' Group President position, Traci Timmons!

A link to vote for President will be sent to each KLAS organization / library's designated representative in the near future.

KLAS Users' Group President Candidate

Traci Timmons, Managing Librarian, Washington Talking Book & Braille Library

Biography:

Traci Timmons joined the team at the Washington Talking Book & Braille Library (WTBBL) in the spring of 2022. She has been a librarian in special and academic libraries for more than twenty years. She was drawn into the LBPD world because her son is dyslexic, a patron of WTBBL, and she saw firsthand the incredible work these libraries do. Prior to joining WTBBL, Timmons was the head of libraries and archives at the Seattle Art Museum (SAM) where she was the administrator for SAM's ILS, EOS.Web. She has also worked at the University of Washington Libraries, the University of South Florida Libraries, a large accounting firm library, and was a web developer for several software companies. She has an MA in Art History from the University of South Florida and an MLIS from the University of Washington.

Statement of Goals:

I have enjoyed my, albeit short, stint on the KLAS Users Committee as Vice President and want to continue my work through the President role. I'm excited about the KLAS Users' Conference--A Perfect Tenn: KLAS UC2023--in July in Nashville and would relish being part of the team that makes it a truly memorable conference. I am the KLAS administrator at WTBBL and have really come to appreciate, even more, how KLAS uniquely addresses the work of LBPD and IRC libraries, and how the KLAS Users Committee supports this great vendor-libraries relationship. I am a strong manager, advocate, collaborator, and problem solver--and will continue to bring those qualities to the role of President. Thank you for your consideration!

Are you looking forward to the next in-person KLAS conference? Or would you prefer to keep things online? Either way, I have some hopeful news: planning for the 2023 KLAS Users’ Conference is underway and picking up steam!

Barring still more “unprecedented events,” UC 2023 will be held July 17-20, 2023 at the Tennessee School for the Blind in Nashville, TN. For those who can’t attend in person, we are looking into options for hybrid sessions, and plan to offer as much of the conference to you as possible. To facilitate this, we will likely be changing up the conference schedule, allowing in-person-only, hands-on content to occur in the mornings, and hybrid sessions to occur in the afternoon (when they will be reasonably timed across more time zones). Our goal is to ensure those attending in person get as much value for their travel as possible and provide a valuable experience for those who can’t join us in Tennessee, while ensuring both groups will be able to justify the expense to their funding agency.

While we do not yet know what the registration fees will be, we will try to keep them as low as possible and still deliver a quality conference. Our top contender for the conference hotel has quoted us a nightly rate of $179 / night, which is below the 2022 government rate. We are researching transportation options to get everyone from the hotel to the school and back, and catered-in lunches will help keep daily meal costs reasonable. For online attendees, a minimal registration fee will help cover whatever equipment or software costs we incur to bring the afternoon sessions to you.

Helping us to close in on the specifics, we just completed a site visit, checking out what has changed at TSB since 2019, investigating possible reception venues and caterers, and making sure the hotel is up to par.

We have excellent Programming and Logistics Committees assembled who are digging into all the challenges of our first hybrid conference, as well as all the usual conference minutiae, but of course we need your help as well. How many people should we expect in-person or online? What precautions need to be in place to ensure everyone’s health and safety?

Have a look at our proposed conference schedule, read on for a few teasers from our site visit, but also don’t miss completing our Pre-conference Planning Survey. With so much uncertainty, change, and opportunity for an amazing new conference format, we need your input this year more than ever!

Site visit photos: 

Allen Huang, Director of the Tennessee Instructional Resource Center, shows us the school's atrium, which is excellent for general sessions with its comfortable chairs, large projection screen, and monitors set up to mirror the front screen. 

The school librarian shows Keystone staff Katy and James their conversation area, which is a good fit for casual networking or just decompressing between conference sessions.

The hotel has plenty of hang-out space split between the interior lobby and the outdoor courtyard. The pool will be a welcome amenity come July, and there is an indoor gym, hot breakfast, all-day coffee, and a bar. There are a couple restaurants and convenience stores within walking distance, or biking distance on one of the hotel's bicycles. 

James and Katy trying out the food at a possible reception venue, Monell's at the Manor, which is a family-style restaurant in a historic mansion. If we move forward with this venue, we would have exclusive access--only Users' Conference attendees and restaurant staff would be present, and there is a ton of room to spread out and for air to circulate. They serve fantastic Southern food in a unique and fun environment.

I hope you enjoyed this sneak preview! As we get further along planning the conference we'll have more to share, but for now, please tell us about your plans and preferences by answering the Pre-conference Planning Survey!

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.

This week's KeyNotes blog post is a guest post from KLAS User Development Advisory Committee Members Jesse McGarity, Virginia Beach Public Library Accessible Resources and Services and Barnaby Camp, Georgia Library Service for the Blind and Print Disabled.

Thank you to everyone that responded to the KLAS Development and Advisory Committee (KDAC) survey. Of the 69 respondents, 88.4% worked for a Library for the Blind and Print Disabled (LBPD), 10.1% for an Instructional Resource / MaterialsCenter (IRC / IMC), while the remaining 1.5% identified as a School Library / Association / Other. The sample included librarians, reader advisors, BARD administrators, and other professionals. The purpose of the survey was to identify to KLAS developers the improvements or updated features that were the highest priority for users.

94% of respondents said they used the patron module daily, with the book search as the most used function, while 68% used the catalog module with heading maintenance as the most mentioned. Some users wished the search function would use Boolian operators. The highest priority for all respondents was to add an "Undo Function" for accidental merges in heading maintenance, restoring both headings to books and likes/dislikes to patrons. Next, was the ability to mark items previously marked as lost as something else (e.g., Lost-Returned) when returned, clarifying their status. Following, was to add a button that transfers current search parameters from "Find" to a query set in another window, enabling quick toggling through book records for copy/pasting subjects when "Title" exists in multiple formats.

There was a strong interest from IRCs for linking a related patron record as a 'contact,' ensuring that changes to preferred contact information on that record are reflected in the primary record. The most highly ranked potential update for LBPHs was checking the PIMMS database for existing patrons with the same name and birth year when adding a new patron record. Other high-priority improvements for LBPHs included allowing composite subject likes/dislikes for patron preferences, allowing users to sort orders by the last status date, and creating a new order type to send cartridges to patrons that don't count against their cartridge limit (the NSCutoff), also the ability to account for multiple medium/reading level situations on the same patron/institution record, for example to allow for “Large print - K-3," "Braille - 4-7," "Digital books - 8," all on the same account and to allow libraries to retain pre-bundled duplication orders .

Finally, in the open “red stapler” section, several respondents identified arranging series order in the service queue as one of their more tedious tasks. The question was asked on what would be the best way for KLAS to handle series. The majority preferred option B, which sends out the earliest book in a series that is not marked "Has/Had" and positions it relative to other books in the same series in the queue.

Thanks again to everyone who responded!

As announced yesterday (and clearly visible from visiting the site) KLASUsers.com has undergone a pretty big redesign and refresh. We've added new features and functionality, but also reassessed how we organize content to make it easier to find and use. Some of the most important things to know about the redesign are:

1. The new Knowledge Base & KLAS News menu items
2. Logged-in users can now comment on articles
3. Using article tags to find what you need
4. The site's enhanced search functionality
5. The log-in function is now available from every page, and won't redirect you from whatever you are currently viewing
6. A Support button on all pages gives you a quick shortcut to contact Keystone Customer Support anytime you need help

Today I want to talk about the first four on the list... 

Knowledge Base & KLAS News

All still-relevant articles from the old klasusers.com are still available, but the old menu items have been collected under the new overarching categories of Knowledge Base and KLAS News.  This simplifies the Main Menu, and should keep you from needing to guess whether the info you need is in a document or a recording.

The main page for each of the new menu items will display the most recent articles in that general category, and a link to the related subcategories can be found at the bottom of the page.

Under Knowledge Base, you will find two subcategories:

1. Recordings, including general and customer specific training and webinars
2. Documents, including MARC Record Updates, Release Lists, and quick reference

KLAS News' subcategories include:

1. Key Notes Blog posts
2. Events
3. KLAS Users' Group info

The five most recently added or updated articles in each category are also listed in the site's footer, so you can easily jump to the new content from any page. We hope this reorganization will help you get to the content you want quicker and easier, without needing to remember where things are filed away.

Article Commenting

We're excited to see how this new feature adds to our site! Logged in users now have the ability to comment on any article on KLASUsers.com.

If you aren't logged in, you can still view any posted comments, but to add a comment you will need to log in, either from the comments section or the link at the top of the page. All comments can be viewed from the article page itself, or in the forum, so it's easy to find the latest discussion! New comments are visible right away with no approval necessary, although our site administrators can moderate comments if needed.

We hope you will find this a great new way to ask for more information or provide feedback--we'd truly love to hear when you find an article interesting or useful, or if there's something you'd like to add to the discussion. We challenge you to make this the first article you comment on!

Article Tags

You will now see subject Tags listed on all article previews and at the top of all full articles. These words or phrases are ways of categorizing articles and such with similar content. For, example you can select the "duplication on demand" tag to see a list of all articles with that tag applied.

We have actually been tagging articles all along, but the new site puts them "front and center" so you can easily spot them or quickly click through to a category you want to browse more of. We've also reviewed the tags we used previously to streamline them and make sure we're using the feature in the most useful way. If you find examples of misapplied or missing tags, please let us know. Also, don't be afraid to speak up if you feel we need to add a new tag!

Enhanced Search Capabilities

This might be the thing I am most excited about (unless it's article comments... we're really excited about the comments). I love when I can easily create and execute a search to find just what I'm looking without any muss or fuss. The search bar allows you to seamlessly search for anything from anywhere with a simple keyword search.

You can also choose to employ additional Search Options such as looking for all (or any) instances of the word or the exact phrase as typed to narrow down the results to exactly what you want to see. You can also choose how you want your results displayed. Options include: Newest or oldest first, most popular, alphabetical, etc. If you only want to look in a certain area of the site, there's also options to limit your search that way. Finally, you can also control how many results you see on each page using the "Display #" drop-down.

We know y'all are busy, so the faster and easier it is to find what you need, the better. We hope the new site search will allow you to jump right to the info you need.

Final Notes

We've put a lot of thought and effort into the refresh, but with increasing "technical difficulties" from the old site, we went live before we had the chance to test the site as well as we would have liked. If you encounter any problems with the new site or spot something we missed! In particular, if something is not accessible, please let us know! The reorganization and the big changes to the look and feel of the site may take a little getting used to, but we hope you'll all agree that this is a big step forward for KLASUsers.com.

Are you excited for the 2023 KLAS Users' Conference? We sure are!

While we're grateful that we get to hang out with some of you in-person, we also want our online attendees to have a great conference experience. To help get you oriented, here's a short video tour of the Zoom Events platform:

While we hope this platform will be easy-to-use for everyone, please do let us know if you have any questions or issues. Ready to try it out? Log in any time to start building your personal agenda, filling in your profile, and making connections!

Why do you attend the annual KLAS Users' Conference? Here is what some our of conference attendees had to say:

• "I attend because it's my one opportunity to share face-to-face my issues and triumphs with others in a way that email and online just can't." - Craig, NC
• "I attend the KLAS Users' Conference to network with other Talking Books Libraries, which provides me with new ideas to serve the visually impaired." - Sarah, FL
• "Through collaboration with colleagues and Keystone staff, I learn new, better, and more efficient ways to utilize KLAS that I can bring back to my co-workers." - Teresa, CO
• "Learn about new features in KLAS. Network with other users and discover functions you have not tried before." - Edith, CA
• "I go to talk to the other attendees and see what's going on at their libraries." - Erin, OK
• "I like to attend the conference because I like to hear about the different ways other libraries handle their workflow. Always come back with some good ideas to shake things up." - Sharon, IL
• "As the only staff librarian in Oregon, I often feel like I work in isolation. The work LBPH libraries do doesn’t translate very well to other library work and relating to my in-state colleagues leaves me unfulfilled. The KLAS Users’ Conference is a great way for me to recharge my batteries and other professionals who can relate to the joys and challenges of LBPH work." - Elke, OR
• "Attending the KLAS Users' Conferences provides me the opportunity to encounter awesome ideas and tips...tangible ideas I can take home to improve my library's services...from Keystone staff and personnel from other libraries for the blind." - Andrew, OK
• "The KUC is a chance to get together. We gather to discuss issues technical, and mundane. We laugh, we confer, and we hear from the staff at Keystone. Moreover we are exposed to new places (new to some), new ideas, and new ways to do things." - James, MA
• "The KLAS Users group gives us an opportunity to learn more about our ILS. We can do a better job for our library patrons if we can make the best use of the catalog." - Pat, GA

We hope you join us for June 3-6 for the 2019 KLAS Users' Conference hosted by the Palm Beach County Library Talking Book Service in West Palm Beach, FL!

Our next webinar is coming up fast, and it's going to be a fun one: it's time for another Q & A with Katy!

This is an informal, Keystone-presented webinar where I invite all of you to come put my KLAS knowledge to the test, and get answers to all those nagging questions. Whether it's a little thing that never quite feels worth emailing Customer Support about, or something you've asked before, but didn't quite understand the solution--I'll have my demo databases at the ready to walk you through the answer.

Of course, I don't know everything, so if you manage to stump me, I'll get the info, consult with Customer Support and the other experts here at Keystone, and get back to you.

All experience levels, staff roles, and organization types welcome!

• When: Thursday, Nov 2, 3:00pm Eastern Time / Noon Pacific
• Who: All KLAS users!
• Where: Zoom!
  • Zoom link - https://us02web.zoom.us/j/88940481673?pwd=MzRJNTYwaWR0ZkZ0NnRUQnlmRmhtUT09
  • Dial-in for Audio - https://us02web.zoom.us/u/kdG7n08Afh
    • Meeting ID: 889 4048 1673
    • Passcode: 670244

As usual, if you can't make it live, the session will be recorded for future viewing. You can even send in your questions ahead of time so I can cover them for you!

Finally, stay tuned, because we have plenty more online learning opportunities coming over the next year. We'll be hosting a webinar every month in 2024, covering a variety of Talking Books / LBPD-focused, IRC-focused, and general interest topics. In May, we'll hold an online Mini-Conference with Keystone updates, New Features, and more, so mark your calendars for May 7-8, 2024! In the meantime, if there's a topic you want to hear about, or something you want to share with the network, the Program Committee would love to hear from you.

I'm looking forward to chatting with you and answering all of your KLAS questions on November 2!