Screenshot of the new KLASusers.com home page

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.

A screenshot showing the Subcategories and page selector at the end of the KLAS News main page. The Subcategories are in as H3 headings.

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.

Screenshot of the footer section showcasing the most recent content. Knowledge Base and News / Events are the headers at H3.

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!

Screenshot with a snippit of text from the end of an article, followed by

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.

Screen Shot of an article preview, with several tags including Duplication on Demand. Each tag is visually similar to a button, and allow the user to select that tag to browse the whole category.

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.

Screenshot of a search for

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.

2021 KLAS Users’ Conference Registration - How to sign up!

As announced on the e-list yesterday, registration is now OPEN for the 2021 KLAS Users’ Conference! The deadline to register is 8:00 PM Eastern / 5:00 PM Pacific Friday, June 4.

To make this year's process easier than ever, we chose to use the PheedLoop platform to handle registration and even credit card payments. Yes, you can pay via a credit card this year! If you prefer or need to still pay by check, you can also download an invoice directly from the registration page. 

  • $25 for individual attendee tickets
  • $50 for small group tickets (2-5 persons)
  • $100 for large group tickets (6-10 persons)

Group Ticket Purchases: If you're purchasing more than an individual attendee ticket, one person from your organization can register, select the combination of the tickets needed, and include each individual attendee's name and contact info. Each listed attendee will be emailed their ticket info separately. An organization can purchase whatever combination of individual, small, and large group tickets makes sense for the number of staff they want to attend.

Example: To purchase one Large Group Ticket for 10 people, select 1 "Large Group Ticket" with your name listed as the "Attendee". Then proceed through the payment and checkout options and then add the other 9 persons as "complimentary ticket" holders when prompted to do so.

Follow this link to begin your 2021 KLAS Users' Conference attendee registration or read on for more information about the registration platform.

1. Registration Category

Begin the registration process by selecting “Attendee” – since our conference does not have sponsors or exhibitors, this is the only registration category that will be listed.

screenshot of the registration page. It shows “Register” selected in the main menu, instructions to select the registration category, and a large button reading “Attendee.”

2. First Attendee Info

You will then need to fill in details for the first person registering for your library. If you will be purchasing for a group, there is an option to add additional attendees’ information later on as complimentary ticket holders. For now, just enter your own information, or pick someone from the group that will be attending, then proceed to checkout.

There is an optional field if you would like to give us a heads-up about any accessibility requirements. One reason we chose the PheedLoop platform to host the conference was its extensive suite of accessibility options, but don’t hesitate to let us know what you may need. We want everyone to have full access to the conference!

On the second page, please select what pronouns your fellow attendees should use for you during the conference. You can select multiple options if desired (for example, if you are comfortable being called either “she” or “they” and want people to use both options for you).

3. Ticket Selection

Next up is the ticket page, where you can select the ticket or tickets you are purchasing for your organization. For example, if you want to register a total of 5 people for the conference, add 1 “Small Group” ticket (which will cover your registration, plus up to 4 additional individuals, listed as complimentary ticket holders). For 15 people, select 1 Small Group ticket and 1 Large Group ticket then proceed to checkout. And of course, if it’s just one person, scroll down to “Individual.” 

Once you have added at least one ticket, fields will be added to designate the Ticket Owner--just leave the info that is brought in with your own details. There will be a place later in the process to add the info for the additional people you will be registering under a group ticket.

Screenshot from the registration process, showing the small group ticket. It has plus and minus buttons to increase or decrease the number of tickets needed, and details of the number of people who can be registered for that ticket cost. There is currently 1 ticket selected, and the Ticket Owner Details have been filled in automatically.

4. Payment

You can pay by credit card, or select “Other Payment Method” to generate an invoice and pay by check. You can download once your registration is submitted, and it will be emailed to you as an attachment as well. The invoice will include information on where payment should be sent, and what information to include with it. 

When you have selected all desired tickets and your payment type, use the Checkout button to proceed.

Screenshot shows the selected ticket and the total, then radio button options for Card Payment (Visa, Mastercard, or American Express) or for Other Payment Method. At the bottom is a Checkout button.

5. Success Page

Congrats, you are not officially registered! If you selected "Other Payment Method," your registration will be pending until payment has been received.

If you've included any group tickets in your registration, the success page will allow you to register the additional attendees included in the ticket price. It does not collect as much info for them as it does for the original ticket holder, but they can fill in additional info in their profile later on. 

Screenshot of the success page, confirming that my "Demo" account has registered for the conference. An alert message instructs me to update the complimentary tickets I received with my group registration. Each complimentary ticket is listed, with fields for the individual attendee's name, email, title, organization, and dietary restrictions. There is also an Update Ticket button.

Note that the fields include "Dietary Restrictions" by default, but since this is a virtual conference, we don't need to know that! Feel free to use that field to report any Accessibility Requirements instead.

Be sure to use the Update Ticket button for each ticket once you've assigned it to the proper individual. You do not need to assign any of the complimentary tickets to the person whose info you already filled in--that person is already registered.

Finally, the success page also includes the option to download your invoice (if you selected Other Payment Method) or your receipt (if you paid by credit card).

Screenshot of the Registration Summary section of the page, which includes details of the registration, and a Download Invoice button.


If you have any problems with or questions about the registration process, please let us know at ! The occasional wrinkle is inevitable, with this being our first-ever online conference, but we will do everything we can to make it a smooth and easy experience for our attendees.

Thanks for your patience as we get this all worked out!

Automatic Status Updates for Duplication-Ready Titles

We just released a new feature to help Duplication-on-Demand libraries keep their catalogs up to date!

From the 7.7.50 Release List:

You can now choose to have titles automatically updated to an Active status when you add an eDoc, just as you can have titles make themselves Active when you add the first physical item.

But let’s talk a little bit more about what this can do, and who will want to use it.

We expect this will be primarily for libraries using Duplication on Demand, and especially the ones who are (or will soon) be going collectionless. If you don’t have physical copies of anything or have very few physical copies, it only makes sense to make everything you can duplicate “Active.”

Even if you still have a physical collection, if most of your patrons are getting DoD will they be confused that some titles are listed as Active and some are Download Only? Once you zero out your copy allotment, do you want new titles to linger in “In Process” status long after you start duplicating them for patrons?

If any of the above has you thinking, “yes, I want to use this feature!” here’s what to think about...

  • What title statuses should update when they get an eDoc?
  • What status should they update to?
  • What about the back catalog?

What title statuses should update when they get an eDoc?

Open up the catalog and look at the list of Title Statuses. Are there ones that shouldn’t be over-written, like Withdrawn? If there are titles you purposefully removed from your collection (Ex: outdated medical information or obsolete guides to the internet) we don’t want to accidentally resurrect them.

If you have a Special Order Only or similar status, do you want to keep those titles segregated? Or if you’re duplicating at full steam, are you ready to fold the ones you can duplicate back into Active?

When you’re ready, send us the list of statuses that should be updated by this feature.

What status should they update to?

I mostly talked about the feature updating duplication-ready titles to Active, but that isn’t your only option. Any status other than Withdrawn can be duplicated, so it won’t cause problems if you do want to keep these titles under a different status. You could do an “Active – Duplication” or “Active for Digital” title status. Or,  you can put them under “Download Only” if you have that labeled clearly for your OPAC (something like “Available for Download or Books on Demand”). And, of course, if you’re changing things to Download Only, that shouldn’t also be in your list of statuses to be updated.

Figure out what makes the most sense for your collection and your patrons, and tell us what status titles getting their first eDoc should update to. You can also let us know if you want to set up a new title status or re-label any of the existing ones on your OPAC.

What about the back catalog?

Once you’ve set both your statuses to be updated and the status to update them to, those rules will automatically apply whenever a title gets its first eDoc. But what about any titles that already have an eDoc but are lingering in a no-longer-accurate status?

We have a program we can run through your batch manager to clean those up! We’ll want to run it sometime when you aren’t doing anything in the catalog module, to avoid any conflicting record locks. Most likely, we’ll run it overnight or early in the morning before you get to work.

Just bear in mind that it can be messy to try to undo this kind of thing, so do your best to be sure about the changes you are making before telling us to run the cleanup.

2021 Online KLAS Users' Conference

Below you will find the latest udpated about the 2021 ONLINE KLAS Users' Conference. Please let us know if you have any questions or need additional information.

2021 KLAS Users' Conference Website & Attendee Portal:

Theme: Challenges, Changes & Creativity

Overview Schedule:

Screenshot of KLAS UC 2021 Overview Schedule


To give our attendees the best experience possible, we will be using the PheedLoop online event platform. The Planning Committees and Users' Group Officers had an opportunity to see the event participant side of the platform and were impressed with the features for networking, session scheduling and access, and extensive accessibility options.  

Using this platform, conference attendees will be able to attend sessions live or review the recordings later on, message each other privately or in subject groups, and even share files with their fellow users. While it can't fully replicate the feeling of all sitting around the same table, we hope that this format will allow us to bring as much of the full conference experience as possible.


Go here to begin your 2021 KLAS Users' Conference attendee registration

The deadline to register is 8:00 PM Eastern / 5:00 PM Pacific Friday, June 4. If you have any questions about the group registration process, check out this step-by-step for a detailed explanation with screenshots.

Conference Registration is now open! To make this year's process easier than ever, we chose to use the PheedLoop platform to handle registration and even credit card payments. Yes, you can pay via a credit card this year! If you prefer or need to still pay by check, you can also download an invoice directly from the registration page.

  • $25 for individual attendee tickets
  • $50 for small group tickets (2-5 persons)
  • $100 for large group tickets (6-10 persons)

Group Ticket Purchases: Example: To purchase one Large Group Ticket for 10 people, select 1 "Large Group Ticket" with your name listed as the "Attendee". Then proceed through the payment and checkout options and then add the other 9 persons as "complimentary ticket" holders when prompted to do so. Each listed attendee will be emailed their ticket info separately. An organization can purchase whatever combination of individual, small, and large group tickets makes sense for the number of staff they want to attend. For example, a library can purchase one small group and one large group ticket for a total of $150 to cover up to 15 attendees.

Registration fees go towards the conference platform and video streaming services. This is not intended to be a profit-generating event! That said, the math on this kind of thing is difficult. The per-attendee cost of the event will vary significantly based on how many attendees we have, and while we have a lot of experience budgeting for and operating an in-person conference, an online conference is new to us. If we find that we undershot on the registration fees, Keystone will cover the additional costs. If we end up generating a little extra, it will be used towards the next conference.

Registration Fees and Call for Proposals for UC2021

We have an important update about KLAS UC 2021: finalized registration costs are now available! Our first online KLAS Users' Conference will occur June 7-10, 2021. Check out the "2021 KLAS Users' Conference Take 2 blog post for the proposed conference schedule.

Conference registration costs are:

  • $25 for Individual attendees
  • $50 for small groups (2-5 persons)
  • $100 for large groups (6-10)

An organization can purchase whatever combination of individual, small, and large group registrations makes sense for the number of staff they want to attend. For example, a library could purchase one small group and one large group registration for a total of $150 to cover up to 15 attendees.

Conference registration fees will go towards the conference platform and video streaming services. This is not intended to be a profit-generating event! That said, the math on this kind of thing is difficult. The per-attendee cost of the event will vary significantly based on how many attendees we have, and while we have a lot of experience budgeting for and operating an in-person conference, an online conference is new to us. If we find that we undershot on the registration fees, Keystone will cover the additional costs. If we end up generating a little extra, it will be used towards the next conference.

We have been working hard to plan an online conference just as worthwhile as an in-person one, with convenience and a lower cost to make up for a lack of local cuisine and charming wildlife (I’m not the only who misses those lizards that were all over Palm Beach...right?). These registration costs will cover the technology needed to make attending sessions, presenting, and networking with your fellow attendees easy. And the group rates will hopefully allow libraries to take full advantage of the absence of travel costs and allow more staff members than ever to attend. 

Call for Session Proposals

If the low registration costs and/or group rates do open the door for you... please consider not just attending, but presenting as well!

Now that the registration costs are finalized, we have reopened the Call for Session Proposals until Friday, March 26.

Anyone is welcome to present, so don’t feel like first-time attendees or KLAS rookies need to sit it out. Everyone has something they can share with their fellow users!

Presenting online has its own challenges, but it has its benefits as well. You can use own equipment that you are already comfortable with. You don't have to project across a loud room or struggle with jet lag, and you can even have your dog, cat, or spouse handy for moral support.

We will provide all presenters with an optional template for PowerPoint, information and training on the conference platform, and practice sessions if you want to test your connection. You also have the option of pre-recording your session if you prefer! If you’d rather not be on-the-spot, you can record your presentation in any video editing software, and send us the recording to “broadcast” during the scheduled time. Attendees will be able to view the pre-recorded session together, with you answering questions or joining the discussion in the text chat.

You are welcome to ask a friend to present with you, gather a few coworkers for a group discussion, or request Keystone provide a “KLAS Expert” to back you up. You could also facilitate a discussion during a Birds of a Feather session on anything from Reader Advisory Services to the APH Census. It’s okay if you don’t know all the details of your presentation yet: proposals can be as vague or specific as you’d like. Our excellent Programming Committee can always work with you to fine-tune things as needed.

This year’s Programming Committee chair Erin Pawlus says: “Presenting has been a positive experience for me – I enjoy sharing tips and tricks on my favorite KLAS functions like the Reader Services Queue, and I often learn a thing or two from the other attendees. It’s very collaborative. Since we are going virtual this year, those who typically are unable to attend the in-person conferences will also be able to share their stories and successes, and make valuable connections with others in the KLAS community at the same time!”

If you have any questions or concerns about presenting, please feel free to contact Erin Pawlus () or me ().

No need to be shy! If there’s something you’d like to share with your fellow users, please fill out the Session Proposal form.

March 2020-March 2021: A Year of COVID

It's March 2021. By mid-month last year, all of Keystone's staff started working remotely full time for an undetermined amount of time. Personally, I never thought I'd still be working in my home office across the desk from my husband a full year later! We made changes to how we met as a staff, set expectations for communications and interactions with our coworkers and customers, and started writing blog posts with tips & tricks about remote work with KLAS and how users might continue to serve patrons.

We initially thought we'd be back sometime early that summer. When that no longer seemed likely, we began making adjustments to how we offer KLAS Admin Training, helped more libraries move to Duplication on Demand, and shared a blog series from libraries about the impact of COVID on their operations. Check out the COVD-19 Keynotes Blog Posts to Date from July 2020 to see the initial ones we wrote and those authored by KLAS Users.

Then it seemed sometime in the fall might be possible, but positive numbers and hospitalizations started going up again and we chose to continue working from home. We attended the 2020 APH and NLS conferences online and eventually decided (in conversation with the planning committees) that our own 2021 KLAS Users' Conference will also occur virtually. Even with the choice to continue working remotely, we still had staff who contracted the virus--fortunately, not being in the office kept the rest of us safe and healthy. After his recovery, a January 2021 Key Notes blog post shared John Owen's decision and experience donating plasma with COVID antibodies to try and help others.

After this tumultuous year, some of our customers are back working in an office, others are still working remotely, and plenty have some mix or balance between the two. Here at Keystone, we're still working to support all of our users' efforts to continue serving their patrons no matter where they are. In fact, in just the past couple of weeks, we've gotten some great questions and tips from KLAS Users that we thought might benefit others in similar situations.

Erin from CA IRC is a JAWS user who shared her experience using KLAS on her laptop. She says, "I have discovered that working on a personal laptop at home is not always conducive to things working like they do at work. My laptop has function keys that share the F keys at the top of my keyboard. While using the F11 and F12 keys when I was attempting to set up Supertabs (in order to correct where my cursor will originate in my find screens), it would raise and lower the screen brightness. However, I found that the Supertabs were still set up after this happened. I just thought if anyone else thought their laptop wouldn't work because of this, it indeed might!" We're relieved that the extra functions sharing her F keys didn't keep Erin from using Supertabs and navigating KLAS with JAWS.

David from Minnesota's Machine Lending Agency sent an inquiry to Keystone Customer support wanting to know "if it is possible to use KLAS to track the computers we loan volunteers for in-home recording. We have 75, so a little cumbersome for a spreadsheet." The answer is YES it is! To do so, Nancy set up with a Patron Type for the volunteers and an Equipment record for the recording computers, and sent along workflow instructions to keep the volunteer records out of PIMMS.

Do you have something you've found that makes working from remote easier, were there changes to your library's policies and procedures to help continue service over the past year, or do you have questions about how KLAS can help you better adapt to a new situation, such as tracking equipment lent to volunteers? We'd love to answer questions, host discussion on the forums, or share info in a blog post. We've all had to get creative, and asking questions and sharing information has helped us all adapt and overcome to the best of our abilities.

We're still doing all we can to try to provide our customers with quality software and service, though how we do so has definitely changed. I think we've all made some positive changes and learned a lot in the past twelve months. At this point, I'm very excited that we now have three vaccines available and the pace of immunizations is picking up, but there's still no clear timeline or picture of what Keystone staff's work environment will look like in the next year. One thing that's sure: we'll still be here (wherever "here" is) to help!

The Duplication Service model opens up a ton of new possibilities for serving patrons, and with that comes a whole host of new edge-cases, problems, opportunities, and workflow questions. Today, let’s look into one of those new workflow questions: what do you do when a Title is Withdrawn?

First up, what exactly do I mean by “Withdrawn? For this post, I’m referring to Titles NLS has recalled due to Quality Control or other concerns as well as Titles with a status of “W / Withdrawn” in the KLAS Catalog. Most points will be the same or pretty close for NLS recalls, Locally Produced titles you have withdrawn for quality or timeliness (such as a corrupted file or a voting guide from a previous election), or for NLS titles you have decided to no longer offer (such as computer “how-to” guides from the early 90s).

What happens in KLAS?

For Gutenberg libraries, when NLS recalls a title the file is pulled from the Gutenberg hardware. Overnight the e-Doc sync in KLAS will spot the missing file and report the e-Doc as “stale” in the PCC Load Summary. (If you want to keep an eye on your e-Doc sync and do not yet get a daily PCC Load Summary email, let us know!) The title can still be added to patron Service Queues or included in a Duplication Order—however, it cannot be duplicated, because Gutenberg no longer has the file! So when NLS notifies you that a title is being recalled, it’s important to go into your KLAS Catalog and either make the title status Withdrawn or delete the e-Doc. That will prevent KLAS from letting the title onto any Dup Orders.

For titles you chose to withdraw on your own, you can proceed as below.

For Scribe libraries (or Gutenberg libraries doing a voluntary recall), you have more choice about how to proceed. The file is not automatically pulled so, as long as you leave the record in an active status, you can continue to duplicate the title as you decide how to proceed. When you are ready to stop all duplication, you should update the catalog record to make the title status W / Withdrawn. At that point the title may still be on some patron’s Service Queues, but it can no longer be added to any new ones or included in a Duplication Order. The Sanitize Queue function then removes the title from patron Service Queues during its next routine sweep.

So, what are your options?

You can always immediately shut down duplication of a title by changing the title status to W / Withdrawn. However, if you want a little wiggle room, you do have other options.

For a voluntary recall (or if using Scribe) you may leave a sub-par but functional title active, add the No Autoselect (NAS) subject heading to the record, and include a cautionary note in the title field. This is a good option for reissued titles you want to provide to patrons with a strong Narrator preference, but don’t otherwise want to send. This won’t fully withdraw the title, but will keep it from being sent by Subject preference, and guide Reader Advisors to which version of the title they should send.

You may also use the NAS option as a stop-gap for titles in the process of being re-recorded. For example, NLS recently pulled A DB 100980, Time for Mercy by John Grisham, in favor of replacing it with the unabridged version. If you want to offer your patrons the option of getting the Abridged version instead of waiting for the replacement (and if you have a Scribe, since the file was pulled from Gutenbergs automatically), you can add NAS to the Local Subjects, and add “Abridged version” to the title.

However, you probably also want to either pull it from patron’s Service Queues where it’s been auto-selected, and/or contact patrons to see if they want to wait for the Unabridged version.

Patrons with Queued Title Report

This is where a brand-new report comes in: Patrons with Queued Title. This report (which will be included in KLAS v7.7.47, our next update), will fetch a list of every patron with a particular title on their Service Queue and/or in a Duplication Order.

Use this report to remove the withdrawn title from queues where it was automatically selected, then reach out to patrons who requested it ask if they want the current version, or want to wait for a re-record.

Or, when browsing the report results, you might find few to no patrons actually requested the title, and decide to update the title status to fully Withdraw it right away.

Always feel free to ask!

Whew... this was a long one. I hope it helps you understand how Withdrawn titles affect Duplication Service, what happens automatically in KLAS, and your options for handling them. However, feel free to ask us any time a situation like this comes up, and you aren’t quite sure what will happen or how to proceed. After all, this is still a relatively new approach to patron service! We’re here to share the technical details and help you determine your best course of action.

And, of course, we hope the new report comes in handy!

Scenes from the KLAS IRC Symposium

Today was Day One of the KLAS IRC Symposium being held at Keystone's office in Raleigh, NC. There are eight IRC / IMC staff members from five different states attending the Symposium with the goal of learning more about using and administrating KLAS from Keystone trainers, helping to provide feedback on future KLAS features and funcitonality, and networking with other IRC KLAS users to share tips and tricks.

Scenes from our first IRC Sympoisum:

Our small training room is set up waiting for attendees to arrive.

We also set up a lab area with access to all our attendees' databases so they can practice what they learn from our instructors.

 Scenes from the KLAS IRC Symposium

Nancy starts the day talking about KLAS WebOPAC and WebOrdering.

Scenes from the KLAS IRC Symposium

Great questions being asked and discussion happening as Nancy instructs our attendees.

Scenes from the KLAS IRC Symposium 

 As always, Keystone will feed you into submission.

 Scenes from the KLAS IRC Symposium

After a full morning of learning, you need to take a break. We enjoyed a delicious lunch together at Relish where we took in the gorgeous autumn weather and got some more time to chat and learn from one another.

Scenes from the KLAS IRC Symposium


Here's looking forward to the rest of the IRC Symposium!

2021 KLAS Users' Conference Take 2

First, we want to thank everyone who responded to our 2021 KLAS Users' Conference Planning Survey. We heard you, and we're moving forward based on your input.

The Program and Logistics Committees, the KLAS Users' Group Officers', and Keystone staff have been working diligently to figure out how to shift the conference to an online event. We're really embracing our conference theme of "Challenges, Changes & Creativity"! In the past few weeks, we've shifted our planning timeline and had discussions about dates, schedule, event management software and services, registration costs, session proposals, and more.

Today, we're excited to share that the 2021 KLAS Users' Conference will be June 7-10, 2021 with the below proposed schedule for each day:

Eastern Time Pacific Time Session Type
11:30-1:30 PM 8:30-10:00 AM General
1:00-1:10 PM 10:00-10:10 AM Break
1:10-2:00 PM 10:10-11:00 AM Breakout
2:00-3:00 PM 11:00 AM-Noon Lunch
3:00-3:50 PM Noon-12:50 PM Breakout
3:50-4:00 PM 12:50-1:00 PM Break
4:00-5:00 PM 1:00-2:00 PM General

To give all our attendees the best experience possible, we're planning to use an online event platform. We've evaluated a number of different ones and currently plan to use PheedLoop. Last week, the Planning Committees and Users' Group Officers had an opportunity to see the event participant side of the platform and were impressed with their available features for networking, session scheduling and access, and extensive accessibility options.

Using this platform, conference attendees will be able to attend sessions live or review the recordings later on, message each other privately or in subject groups, and even share files with their fellow users. While it can't fully replicate the feeling of all sitting around the same table, we hope that this format will allow us to bring as much of the full conference experience as possible.

Individual and group registration rates are still being finalized and will be announced soon.

We're hoping more KLAS Users will be able to participate in this year's conference than ever before, since there is no travel required! See you there!

A look back: KLASusers 2020 Highlights

There were days that cast it into doubt, but some good things did happen in 2020! Let's have a look at some of them from this very website (with lots of links to get caught up if you missed something in the tumult).

We had a very successful series of webinars, covering both LBPH and IRC topics of interest, and including Keystone-led, User-led, and roundtable formats. Additionally, we had the chance to meet with y'all at the APH online conference and at the NLS online conference. We also transitioned KLAS Administrator's Training to an online format with a renewed and refreshed curriculum to better meet the needs of our Admins.

Back in January, we introduced the Scribe Mini! This little guy can store the entire digital collection, can either run a full Scribe Tower, or be used as a stand-alone device at a front desk or outreach location. On the other side of the hardware aisle, Teresa Kalber of the Colorado Talking Book Library, one of the first KLAS libraries to implement Gutenberg, shared their experience in the Hot off the Press blog series.

Then Covid took over the news and turned our expectations for the year on end. Even when things were hard though, KLAS Users put in their time and effort to help each other, including by sharing their experiences, lessons, and strategies as we all adjusted to lock-downs and quarantines.

Despite the difficulties of the year, business continued as best it could, including the need to track and report on statistics. In Get to Know the Circulation Report, I shared some info to help you make friends with one of our most powerful reports.

Finally, we continued to refine and improve our Disaster Preparedness and Recovery processes, ensuring that we can respond to anything and keep you all up and running as best as possible.

Despite the uncertainty ahead our excellent user committees continued to plan the 2021 KLAS Users' Conference, balancing the need for flexibility with the planning timeline. Watch for the latest information and the results of the recent planning survey coming very soon!

Over on our other website, we re-launched KLAS.com with an all-new (and much improved) look and feel! We were so happy with the results, in fact, we're actively working to provide KLASUsers.com with a similar refresh.

Here's to 2021! This year is shaping up to be plenty weird and challenging in its own way, but we do we expect it to bring an easier-to-use and more modern KLASUsers.com, and plenty of new content to keep you all informed and empowered as users!

John Owen - Donating For Good - Covid19 Plasma

It was only a matter of time. In December one of our own, John Owen, contracted COVID-19 and spent two weeks off of work fighting it. Thankfully he recovered and has not experienced any of devastating or long-term side effects.

Troubled by the lack or therapeutics available to COVID patients John jumped at the chance to help one of the most vulnerable communities. As soon as he was able, he donated his plasma that now contains the antibodies that can help those who are critically ill have a better chance at recovery.

John said this about his plasma donation:

“I’ve done it once and found out that I can continue to donate plasma every seven days until my annual limit. One small needle prick and an hour in a recliner is nothing compared to the chance that my donations can help critically ill patients have a fighting chance at recovery. This disease is no joke, and I am so thankful that my wife and family have so far been spared.”

Some photos John took during the donation procedure and of his "badge of honor" stickers. 

 John Owen Covid19 plasma donation

 John Owen Covid19 plasma donation

Happy Holidays from Keystone

We wish you a Happy and Healthy Holiday Season! May you in find joy and warmth in the holiday lights and comfort knowing a new year is just around the corner! From our homes to yours...here's to a cheerful holiday and a fresh 2021!

Our office will be closed Thursday, December 24, and Friday, December 25, 2020 in observance of Christmas. Regular support hours will resume on Monday, December 28, at 8:00 AM ET. The office will also be closed on Friday, January 1, 2021 for New Year's. Regular support hours will resume on Monday, January 4, at 8:00 AM ET.

If you need to arrange special support hours for these days, please call or e-mail us as soon as possible.

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.

During this roundtable, three representatives of libraries using Gutenberg and three representatives of libraries using Scribe will each discuss their experience implementing duplication equipment, decisions regarding policy and staff changes, and more! After each shares a brief description of their process, there will be an opportunity to ask questions, discuss issues they've brought up, etc.

Gutenberg Panellists:

  • Hope Williams, Nevada Talking Book Services
  • Elke Bruton, Oregon Talking Book & Braille Library
  • Ricardo Cisneros, San Francsico Public Library - Talking Book and Braille Center

Scribe Panellists:

  • Connie Sullivan, South Dakota Braille & Talking Book Library
  • Angela Fisher Hall, Alabama Regional Library for the Blind and Physically Handicapped
  • Nancy Holt, Idaho Talking Book Library

Before the roundtable...

To help you prepare for this roundtable we encourage you to review Duplication Info Quick Reference page where you will find articles, quick tips, how-to documents, and more related to using either Gutenberg or Scribe. Several of the documents have just been updated to reflect changes in recent versions of KLAS, so make sure to check those dates to make sure you have the most current info!

You can also help our panellists prepare for this session by posting questions to this KLASUsers Discussion Forum post. Of course, day-of questions are also welcome, but posting your questions ahead of time will ensure that we get to them (even if you can't make the session itself) and that the panellists will be able to consider their answers.

Access Info:

Tuesday, 12/15/2020 @ 3pm Eastern Time / Noon Pacific

To connect:
Google Meet Link: meet.google.com/rmv-fgvs-eba

Dial-in audio option:
‪US‬ ‪+1 575-459-0037‬
PIN: ‪950 920 249#‬‪

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.

PIMMS Ch-ch-ch-ch-changes

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.

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!

Time for a Refresh - Graphic: The next step

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

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:

Our current plan is to fold the current Documents and Recordings sections together into a Knowledge Repository (maybe just called "Resources"), so you can find all of the how-to information, downloads, and other "good stuff" without needing to know what format the resource is in. Of course, this section especially will need good indexing and searching.

Another change we’re aiming for is for users to be able to log in from any page and stay on that page rather than being redirected to their profile. This should make it a lot more convenient to access restricted content.

We’d also like to be able to include comments sections on articles, so it’s easy for you to ask questions or provide feedback on blog posts and resource articles without needing to switch to a forum post or email.

A lesser (but still high) priority is for the new version to be easier for Drea and I to administer. That won’t be as apparent to you, but it will help us get new content up on the site quickly. Right now, handling recordings can be especially tricky, so we hope the new site will allow us to more easily post new recordings in a way that will allow you to view them on the site itself and maintain a proper level of security for library-specific recordings that may include patron data.

So how does all that sound? Anything else you want us to be thinking about or try to address in the revamp? Please drop by the forums (since we don’t have that comments section yet) and let us know!

The Stars of Keystone's Staff - Brian

This week's post shares some insider info about our Software Development Project Lead. Read on to learn something new about Brian...

Basic Stats:

Name of Staff Member: Brian White

Year Hired: 2004

Current Job Title: Software Development – Project Lead


Getting to Know You Q&A:

Brian and AimeeQ: What is your favorite part of your job?

A: Piecing together the parts of a software process to make something that will make someone's job easier.

Q: What did you do before working for Keystone?

A: Worked for a programming staff supplement service. I worked at 2 customer sites over the 20+ years there.

Q: What are your hobbies outside of work?

A: Singing in a church choir, playing handbells.

Q: If you could go anywhere on vacation, where would you go?

A: Australia

Q: Do you have any pets? If so, what kind and what are their names?

A: We are currently without pets. We have had dogs, cats, guinea pigs, and a rabbit in the past.

Brian White Family

Future IRC User Relevant Events

Today's KeyNotes blog post is all about upcoming IRC / IMC KLAS user-relevant events, including:

  • IRC KLAS Administrator Online Training
  • KLAS IRC / IMC Users' Group Session at the virtual APH 2020 Annual Meeting
  • 10/22/2020 KLAS IRC Users' Roundtable

2021 KLAS Users' Conference

Read on for more details about each of these...

IRC KLAS Administrator Online Training 

In September, we conducted our first online KLAS Administrator's Training session. Next week's blog post will share details and feedback about how it went. Before that, however, I want to share the news that we are planning to offer it again and want our next session to be IRC focused. The thing is... we need your help to figure out when to schedule it so it works best for those attending.

The training is held over the course of a week, Monday through Thursday, with two sessions each afternoon (to allow participants to join from any time zone), and includes pre-class worksheets that we recommend filling out to prepare for each session and a printed Administrator's Reference manual which will be mailed to you. This training is limited to attendees who have a KLAS Administrator role, including the authority to change records and policies for their KLAS system. If you fit this description and wish to participate, please complete this short survey to help us determine the best time to offer it.

Administrator training costs $600 per attendee, but the online format means that there is no longer any need for additional travel costs.

KLAS IRC / IMC Users' Group at APH 2020 Annual Meeting

We hope all IRC / IMC staff who registered for the virtual APH 2020 Annual Meeting plan to join us for the KLAS IRC / IMC Users' Meeting at 10 AM ET / 7 AM PT on Thursday, October 8. This year's session is limited to one hour because of the compressed conference schedule, so our plan is to:

  • present some highlights of what we've added to KLAS for IRCs, and what's coming next
  • share some news about upcoming IRC focused training
  • have a bit of time for Q&A

10/22/2020 KLAS IRC Users' Roundtable

10 22 2020 IRC Users RoundtableAdditionally, knowing the limited time we will have during the APH Conference, the KLAS Program Committee decided our next KLAS IRC Users' Roundtable will be held Thursday, October 22 at 3 PM ET / Noon PT. We're excited to announce that Jared Leslie, AZ IRC, will be moderating the session. We hope it will be an opportunity to continue the discussion on any topics we don't have time to fully address during the APH meeting, provide more time for users to share feedback and tips and tricks, and an additional opportunity to demo new features and functionality.

  • Log-in information will be posted to the KLASUsers e-list and in the "Upcoming Webinars & Roundtables" article approximately one week prior to the roundtable.

2021 KLAS Users' Conference

Finally, we want to remind you that we're are in the process of planning an in-person 2021 KLAS Users' Conference (with the knowledge that we need to be willing to adapt and change depending on the state of COVID-19). At this time, the plan is for it to be held at Tennessee School for the Blind in Nashville from June 29-July 1, 2021. This will be our first biennial conference AND the first hosted by an Instructional Resource Center. Accommodations information will be available in the near future.

We sincerely thank Dr. Kathy Segers, Director of Accessible Instructional Materials and Outreach Services, Tennessee School for the Blind for being willing to host for 2021 KLAS Users' Conference. We look forward to working with you to plan an informative, inspirational, and rewarding experience for all our attendees. The Program and Logistics Committees are already actively meeting with the goal of bringing you a well-planned conference offering opportunities for sharing great ideas and learning new ways to use KLAS to help improve the services your organization provides.

FYI for NLS Libraries - FY2020 Statistics

NLS has requested that we (and the other NLS providers) extract and submit some data for them to review. For each of our NLS Libraries, we will be providing NLS with the following statistical information on October 1.

We will be generating these data files for NLS and submitting the information to NLS directly, so you don't need to do anything. We will also send a copy to each library, so you know what was sent to NLS and can review the data for your own information.

Readership: a list of all patrons that received materials from the library during Fiscal Year 2020. The list will include the Patron PIMMS ID, whether they are marked Individual or Institution, and whether they received at least one of the following during FY 2020:

  • Digital Audio book
  • Hard Copy Braille book
  • E-Braille brook
  • or Network Library collection item

Note that audio and hard copy braille readership activity includes both books circulated by the library and magazine subscriptions sent by NLS. Network library collections include large print books, descriptive videos, and local magazines. BARD download activity is not included, as NLS already has that information.

Circulation: a count of all circulations this year broken out by library and by medium: Talking Books on Cartridge; Hard Copy Braille; and E-Braille on Cartridge. Circulation counts include counts for book/monograph circulation only. Local magazines/serials sent on cartridge are not part of these counts.

Note that Audio circulations are a count of the number of titles sent on cartridge instead of the number of cartridges sent. Hard copy braille circulations count the number of volumes sent, e-braille is the number of titles sent.

A note about the Readership & Circulation Report: Be aware that the number of people in the Readership list we provide to NLS probably will not match the total from your Readership & Circulation report. The R&C report total includes all accounts that you have updated that year, even if they did not receive something. With that in mind, if you have questions about how these lists do and do not line up with your R&C report, please let us know.

KLAS at Virtual APH 2020 Annual Meeting

In addition to the move to an online meeting, the APH staff have also made some changes to the usual schedule. Things are starting a bit later each day to accommodate persons in western time zones and the schedule is a bit more compressed, but many of the typical sessions are still being offered, such as the tours of APH. We're already making plans for the KLAS Users' Group Meeting which will be on Thursday morning of the meeting as usual, but our start time will be a bit later than normal at 10 AM Eastern / 7 AM Pacific.

Unfortunately, being virtual means we won't be able to provide breakfast for our attendees, but we do encourage you to grab a cup of coffee or tea at home and join us for the KLAS IRC / IMC Users' Group meeting. We will share recent updates to KLAS and Keystone services, plans for upcoming development, and provide opportunities for feedback and Q&A. If you have any topics or questions you'd like us to be sure we address, please post them to the klasusers.com IRC / IMC discussion forum and / or email Drea () or Katy () with your suggestions.

So remember, if you want to attend the KLAS Users' Group session at the Virtual APH 2020 Annual Meeting, register for the conference and be sure to select the KLAS concurrent meeting on Thursday, October 8 at 10 AM Eastern.

We look forward to "seeing" you there!

KLAS Users - Keystone Systems, Inc. logo

Keystone Systems, Inc.
8016 Glenwood Ave., Suite 200
Raleigh, NC 27612