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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!

Coming Soon: Duplication on Demand Roundtable

"Duplication" is the word of the day / week / month / year for National Library Service for the Blind and Print Disabled network libraries. Whether you've already made the fundamental shift to providing duplication on demand materials for your patrons or are still trying to make decisions about how to shift your library to a duplication on demand service model, there's many questions, decisions, and challenges faced during the process.

With this in mind, the KLAS Users' Group Program Committee is providing another opportunity for KLAS Users' to come together in a session focused on this topic. Go ahead and mark your calendar now for the upcoming KLAS Users' Roundtable: Duplication on Demand to be held on Tuesday, December 15 at 3 PM Eastern / Noon Pacific.

Note: We expect this session to last two hours rather than the usual one. Also, we plan to record this roundtable and post it to klasusers.com for later reference.

Save the Date for our 3 PM ET December 15 KLAS TBL Users Roundtable: Duplication on Demand! 

Read more: Coming Soon: Duplication on Demand Roundtable

Happy Thanksgiving!

Well, it's going to be an unusual holiday season this year, but may you all find some joy and celebration. Even more importantly, we hope you and your loved ones stay healthy.

In these difficult times, we're grateful to be here for all of you. We have a fantastic users' community, and we're looking forward to supporting you through the winter and hopefully to brighter and easier days ahead.

From the Keystone staff: Happy Thanksgiving! May your table be filled with the bounty of the season.

Reporting to you Live... soon, anyways

Reports are always a popular topic as a KLAS Users' Conference session, so we thought they'd be a great pick for our next Keystone-presented webinar! I may not be an Intrepid Reporter (like so many 80s heroines...), but I'll be demonstrating some of the powerful reports built into KLAS, fielding questions, and hosting a discussion on what new reports you may like to see added in future versions of KLAS. All are welcome; I'll be aiming to show and discuss reports for both IRC and LBPH users.

Is there a specific report you want to know more about? A reporting or statistics question you want to ask? I'm very happy to receive requests and questions ahead of time! In addition to giving me the chance to research your question, it also ensures I can answer your question for the recording -- even if you aren't able to join us live.

Of course, you're also welcome to do your best to stump me during the webinar itself. If you do, I'll be sure to get an answer to you afterwards. 

You'll find all the info you need to attend in the Webinars & Roundtables article. Once the webinar is over, the article will be updated to include a link to the recording. Finally, you may notice on that page that our December webinar is going to be a TBL Users' Roundtable on Duplication Updates! We've assembled a great panel of both Scribe and Gutenberg users ready to share their experiences with you--watch for more info about this on the KLASusers listserve in the weeks to come.

I look forward to "reporting" to you next Thursday, November 19 at 3 PM Eastern Standard Time!

Save the date: Thursday, 11-19-20 at 3pm Eastern, noon Pacific. Keystone Webinar: Reports with Katy.

 

PIMMS Ch-ch-ch-ch-changes

PIMMS is adding new statuses for Machines, one is for Awaiting Repair, which is not big news. We'll need to work with the library to remap some existing KLAS CorStatus/MatDisp combination(s) to this new code to accurately get PIMMS up to date.The bigger change is a Transferring Status. This status is used whether this is a direct transfer of a machine from one library to another, or if the machine is transferring with a patron.We have changed KLAS so that there are now multiple TF MatDisp codes --
TFO -- Machine is in the process of transferring out directly from one library to another. (Changing the meaning of the existing code.)
TFP -- Machine is in process of being transferred out with a Patron.
TFR -- Either the Machine transfer or the Patron transfer has been rejected by the Gaining Library
TFA -- The machine or Patron transfer has been accepted by the Gaining Library.The library doesn't need to do any set up for the new statuses. They are automatically added to KLAS with the upgrade. Existing machines at TFO are updated to TFA if the machine exists elsewhere in PIMMS,If the machine is going to be going with a transferring patron, then nothing needs to be done to transfer the machine. Also, in such a case, the Gaining library does not have to do anything to add the machines into KLAS. They will be automatically added.If the machines are NOT being transferred with the patron, then the library needs to disconnect the machines from the patron before transferring the patron.If a machine or patron transfer is rejected, the machine changes to NAC/TFR (and the patron stays at T status). There are new reports that report out the machines and patrons in such a situation. The library will need to figure out what they want to do with the Machines and/or Patrons. We don't know of any predefined pattern as to what should happen, so we settled on these statuses and reporting them out.
 
 

Today we wanted to prepare you (with a hat tip to David Bowie) to "Turn and face the strange [PIMMS] Ch-ch-ch-ch-changes," as PIMMS is adding a couple new statuses for Machines.

One will be "Awaiting Repair" which is not big news. However, to accurately get PIMMS up to date for this status this we will need to work with your KLAS Administrator to remap some existing KLAS CorStatus/MatDisp combinations.

The bigger change will be a Machine Status of "Transferring Status". This status will be used whether this is a direct transfer of a machine from one library to another or if the machine is field transferring from one patron to another. We have updated KLAS to add multiple Transfer (TF) Material Disposition codes to support this status.

New PIMMS TF Material Disposition Codes:

  • Transferring Out (TFO) -- Machine is in the process of transferring out directly from one library to another. (This is an update of the existing TFO status code.)
  • Transferring Out with Patron (TFP) -- Machine is in process of being transferred out with a Patron to another Library.
  • Transfer Rejected (TFR) -- Either the Machine transfer or the Patron transfer has been rejected by the Gaining Library
  • Tranfer Accepted (TFA) -- The machine or Patron transfer has been accepted by the Gaining Library.

Libraries will not need to do any set up for these new codes. They will automatically added to KLAS with the upgrade. Existing machines that are Transferring Out (TFO) will be updated to Transfer Accepted (TFA) if the machine exists elsewhere in PIMMS.

Things to keep in mind with these new PIMMS Machine Transfer Statuses:

  1. If the machine is tranferring along with a patron, nothing will need to be done to transfer the machine--it will now be included along with the Patron transfer. Also, the library receiving the machine does not have to do anything to add it into KLAS, it will both be automatically added with the patron.
  2. If a machine should NOT be transferred with a patron, the library needs to remove the machine from the patron's record before transferring the patron record.
  3. If a machine or patron transfer is rejected, the machine changes to Not Available for Circulation / Transfer Rejected (NAC / TFR) and the patron will keep a Tranfer (T) status. There are new reports in KLAS that can be run to identify machines and patrons with this NAC / TFR status. The library will then need to figure out what they want to do these Machines and / or Patrons.

Please contact KLAS customer support to get help preparing for the Awaiting Repair status or if you have any questions about how the new Transfer Material Disposition are being used / what they mean.

Time for a Refresh

With the KLAS.com revamp successfully launched, we’ve started planning and looking ahead to reorganizing and redesigning KLASusers.com as well.

"The next step" is written in chalk over a set of chalky footprints on a blackboard background.

It’s important to us that this site can serve as a valuable resource for you, as well as a place where the user’s group can come together and collaborate on common issues. The appearance of the site isn’t as important... but we do want it to be pleasant to look at. A much higher priority is that the revamped KLASusers be easy-to-navigate and convenient to use (for all of our users—accessibility will be absolutely required in the revamp). Finally, if we’re able to add in some new features to facilitate user interaction, that’s a big plus!

We have our ideas about how to achieve all of this, but we want your feedback. Drop by Drea’s recent forum post to let us know what you’d like to see in a revamp, if there’s anything you don’t want us to change, or if you have any thoughts or feedback on our ideas below. We hope to hear from you!

A couple of examples of what we’re hoping for in the revamp:

Read more: Time for a Refresh