800-222-9711

The previous two Julie Klauber Award winners, Kim Tomlinson and Alycia Ensminger.

The Julie Klauber Award is one way we at Keystone Systems recognize the invaluable support that volunteers and staff provide to their organizations and their patrons. Each organization may nominate one staff member or volunteer using the nomination form at the bottom of this articleThe EXTENDED deadline for nominations is Friday, January 31. The selected 2025 Julie Klauber Award Honoree will receive a trip to the 2025 KLAS Users' Conference to be held in Indianapolis, IN, March 17-20. More information about the award, nomination and selection process, etc, is below.

Who was Julie Klauber?

Julie Klauber was a national expert and leader on disability issues and was instrumental in helping develop Keystone's growing national presence. In 2012, Julie received the ASCLA Francis Joseph Campbell Award recognizing her work advancing library services for patrons who are blind and print disabled. Julie served as the director of the Talking Books Plus Library in Suffolk, County, NY and authored several articles on library resources and services for people with disabilities. Additionally, she created and maintained the newsletter Disability Resources Monthly and the corresponding website www.disabilityresources.org. Julie passed away on September 3, 2002 after a long, brave struggle with cancer.

A word about Julie Klauber from her former coworker:

Valerie Lewis sent the below email to the KLASUsers listserv in January, 2011:

It has been more than eight years since Julie passed away. Her name comes up every day.....truly, it does. I work with 5 other people who worked with Julie for many years. I sit in the office that was once hers. Her husband and sons are often in my home. I work with her husband Avery, to continue the important work that she and he started many years before I was lucky enough to meet them.

Julie was a librarian, but more she was the truest advocate for access to library programs, services and materials for all, particularly people with disabilities.

In addition to being the librarian for the sub-regional library that served Long Island, NY, Julie and her husband established a non-profit organization that provided information and referral resources for librarians, service providers and individuals living with disabilities.......long before and into the earlier days....of the internet.

Julie spent truly all of her time making sure that people with disabilities had access to information.....all information. She created partnerships with local and national corporations that brought assistive technology to local libraries. She created library resources in alternative formats and worked with libraries and librarians across the country, to promote accessible library services.

It has been my honor to be a member of the Julie Klauber Award Committee. It has given me the opportunity to read about lbph staff and volunteers who create new and innovative ways of making library materials, services and programs accessible to their patrons. Something still so difficult to do, even in these technologically advanced times.

You may think that the daily practices and procedures of operating a library for the blind and physically disabled are hum-drum and nothing out of the ordinary, but think again. It is through the work and creativity of each and every member or your organization, that people with disabilities have access to information....something we treasure so dearly and take so for granted.

On that note, we encourage you to think about how the wheels of your organization turn and who are the people turning it.

With warm regards,

Valerie Lewis, Director
Long Island Talking Book Library

Who can be nominated for the Julie Klauber Award?

Each KLAS library or organization may nominate one staff member or volunteer who: 

  • Works with KLAS in their daily job functions.
  • Has demonstrated outstanding service to their organization and / or their community in the spirit of Julie Klauber during their time with the library.
  • Will appreciate and benefit from attending the KLAS Users' Conference.

Please use the below form to submit your nominee's info before end of business Friday, January 24.

What does the award recipient receive and how are they selected?

The selected Julie Klauber Award Recipient receives a trip to the 2025 KLAS Users' Conference to be held in Indianapolis, IN, March 17-20 and will be will be honored as part of an award ceremony held during the conference's opening general session the afternoon of Monday, March 17 including receiving a personalized plaque to commemorate their achievement. The trip includes one round-trip coach ticket on Delta Airlines from the recipient's nearby major city to an airport near the conference location and hotel expenses for a single occupancy for March 17-20. Conference registration fees are covered by Keystone Systems, Inc. and meals are provided by the conference. If the recipient needs / desires a travel companion, such a person may be accommodated at Keystone CEO James Burts' discretion. 

Award finalists will be selected from all nominated individuals by the 2025 Julie Klauber Award Committee including:

  • Teresa Kalber, Colorado Talking Book Library, 2011 Julie Klauber Award Recipient
  • Lisa Nelson, Utah State Library Program for the Blind and Disabled
  • Pepper Watson, Oklahoma Library for the Blind, Accessible Instructional Materials Center
  • Erin Pawlus, Arizona Talking Book Library
  • James Gleason, Perkins Braille and Talking Book Library
  • Andrea Ewing Callicutt, Keystone Systems, Inc.

James Burts, CEO of Keystone Systems, will then determine the 2025 recipient after consulting with all the finalists' supervisors.

Biographies of previous Julie Klauber Award Recipients are available at the Julie Klauber Award Winners page.

Julie Klauber Award Nomination Form

NLS Institutional Acknowledgement. Image of a pen lying over a form with signature and date fields.

We've been getting quite a few questions and check-ins on the status of Institutional Acknowledgements, so I'm posting this as an official status page. In addition to getting the news out via the email listserv, this page will be updated as soon as the Institutional Acknowledgements are officially available.

Current Status: last updated 1/17/25

NLS is now ready to receive the Institutional Acknowledgement, and 7.8.24 has been released with the updated PIMMS sync

More info:

NLS has indicated that they will be requesting that libraries collect an acknowledgement from a legal representative of a school that NLS has an open collection. What NLS wants is the name, titleemail, and phone number of the legal representative of the institution - i.e., the person with the ability to acknowledge for that institution.
 
When you receive an Institutional Acknowledgement:
 
Add an Alternate Contact with a subtype of Legal. Put the person's Job Title in the Description, put the full name in the Name field, and add the email and phone number in the appropriate fields there.
 
On the Preferences tab, add a Legal Acknowledgement preference to record the Ack Answer and Acknowledgement Date.
 
Remember that both Juvenile and Institutional Acknowledgements require both pieces: the Alt Contact of who made the acknowledgement and the preference with the acknowledgement answer itself.
 
When we receive form data from NLS:
 
For those institutions that are submitting an acknowledgement online in response to NLS's email, Keystone is processing the file of those acknowledgements.
 
For acknowledgements received prior to the 7.8.24 update, we have already added the Alt Contact / Legal option with a note with the subject line of "Acknowledgement" to store the date and answer. Please use this note to add the LegalAck preference.
 
For any new acknowledgements received, we will add both pieces. If there is anything that calls for review (such as an Acknowledgement being provided for a Suspended institutional), we will contact you to let you know.
 
What's next:
 
When you indicate that you are ready, we will automatically block accounts without the Acknowledgement that are PIMMS type 4 or 5 (Schools) and that are individual patrons under 18 years old. 
 
The acknowledgement has two parts, so the block does also: one for any relevant record that does not have the correct Alt Contact, and one for any relevant record that does not have a YES answer. If either condition is removed (as in, if the Alt Contact is added), the block is removed automatically.
 
If anyone has questions about what institutions should or should not have the acknowledgement, or about forms or emails sent by NLS, please send those questions to them directly--but I'm sure the group would love to know what you hear back. Any other questions about how the Acknowledgement will work in KLAS can be posted here or sent to Customer Support.
The ornate, colorful interior with grand arches is reflected in a window looking out at the capitol skyline.

A guest post from Maureen Dorosinski, President, KLAS User Group, of Florida Division of Blind Services - Bureau of Braille and Talking Books Library


I was listening in on the last Reader Advisor meetup and when Alice said the NLS conference was “three weeks ago,” my heart bounced off the ground and back and I could not believe how time was slipping away.

Maureen, Drea, James, and Mitake are gathered behind a podium with the Library of Congress' seal on the front.

I have been procrastinating on two writing projects and a presentation, but now it is critical that I get them done.

I start looking through photographs for the thousandth time, ones to send individually, use for the presentation, and this post. I look up and twenty minutes had gone by. I try again, looked up, and an hour had gone by. I try again, frustrated, and a whole weekend has gone by. I am truly crestfallen.

Where has my motivation gone? I think it could be once I share it, I am giving away a piece of it and it will be that much farther away. Despair grips me. Another week goes by.

I have a 14-foot display screen coming to the library for a slide show for the library staff. Time is ticking away and I am no closer. It’s TOMORROW. And my Google Photos for the week still sit at 990+ photos.

A number of KLAS Users sit at a round table covered in a black tablecloth. All are smiling and looking at the camera.

Once I write those final lines, clean up the album, present the last update, and name the folder, it is over. It gets put on a shelf, in a binder, into a computer folder. One more thing done. An ending. Closed. And I never want things to end.

How can I just…move on? Get things done?

Five female KLAS Users sit at a round table covered in a black tablecloth. They are all facing the camera and smiling. A variety of pens, notebooks, drinks, and other items are on the table in front of them.

One night, we all went to a reception in the Library of Congress Great Hall, where we listened to the Librarian of Congress Carla Hayden, and I was standing smack in the middle, right in front! I remember looking down and I was right on the edge of the compass rose seal in the middle of the floor- I got a little haughty and thought, I wore my jean jacket and sandals to the Library of Congress!

Then was abruptly humbled, with one upward glance, swamped by the grandeur of the Great Hall. Mesmerized by exquisite murals and ceilings, buttresses and arches, along the carved putti and cherubs lining the marble steps, with the columns and statues at every turn.

A colorful, majestic interior shot of ornate architecture. Huge arches support a second floor balcony, which itself has elegant columns to support the vaulted ceiling. The ceilings are entirely painted, and the stone walls and supports are carved in a classical style.

We had the opportunity to go to the Thomas Jefferson Library. His entire library recreated, displayed, and stretched out in a large, curved glass bookcase, and we could read the titles: The History of Philosophy by William Enfield, The Horrors of Slavery by William Ray, The Law of Charitable Uses by John Herne, and some works of Plutarch. To my utter glee, I found titles that were on the shelves, we can get them on Amazon or Google Books! We can read the same things he did!

A few of Jefferson's books, photographed through glass. Visible titles are Enfield's History of Philosophy volumes I and II, and Bacon's Essays.

A few of us even saw a Microsoft blue error screen on a display right outside the Jefferson library! (at the LOC!! Who would have thought…)

A display stand supports a large screen, with a classic "blue screen" windows error page. Overhead is a fancy, antique sconce lighting the display.

Walking around the Great Hall, I loved the fact that Poetry was the middle throne in the Poetry Gallery’s painted ceiling, with the words Architecture, Music, Sculpture, and Painting surrounding it. I had my architect husband Sean on a video call with me, so we walked that and another of the galleries ‘hand in hand’.

I found it amazing that the paintings of the words Home, Family, and Science seemed to be all right next to each other.

One of the inscriptions on the ceiling was, “Give instruction to those who cannot procure it for themselves.- Confucius”
This is what we do when we find books and get language learning materials, nonfiction books, and even programming. We are sharing instructions on how to do something for someone who wants what we can give to them.

Five NLS conference attendees sit at a round table eagerly anticipating the next session.

Equally memorable on the trip were the unplanned things. I walked down a hallway after a meeting in the Madison building and found myself outside of the Performing Arts Reading Room and could not believe my luck. That there was such a place, of all the plays and reference materials! They even had a real card catalog, still in use.

In that area were the Sound Recordings archives, and they had an Edison record player, and the composer Rachmaninov’s desk! Just sitting there! I talked to the guys in the Sound Recording room, and it was funny, I overheard them having trouble looking things up in the LOC catalog. “Do I put the whole title in, and then click the drop down, or just use keyword?”

Rachmaninov's desk is made of ornate inlaid wood, with even the legs and supports across the bottom of the desk being intricately decorated. It stands here with a plaque on the glass-protected surface, with a chair upholstered to match and a bust of the composer, all behind a velvet rope.

The next day I got my Library of Congress Reader’s card, and while time was short, I took advantage of an exceedingly high caliber research request of a previous patron, which was laying on a table: One Hundred Years of Comic Strips and another book with vintage strips like Little Orphan Annie and Blondie and Dagwood, Cathy, Dick Tracy…

Gathering in such an iconic place helps you realize YOU have a greater purpose in your work, and that it is something that is commemorated in the magnificent structures and collections of the LOC.

At a round table covered in a black table cloth five NLS conference attendees sit.

It takes three buildings to contain the greatness that is the Library of Congress. And by extension through NLS, we all can hold a piece of it as well in the work with NLS that we do every day.

It’s getting closer to the end of this piece, and I just don’t want it to end. I found the folder for the last conference I planned, and it’s like it never existed. I go back to Google Photos, and lose yet more time.

6 NLS conference attendees smile and chat around a table after enjoying the Keystone provided lunch.

How do I hold on to it? I do not want it to ever end. When I do, it’s like it never happened. I looked a picture, and remember so many other little thigs I had forgotten. Am I doomed to putting it away, and forgetting it all?

That is certainly how it feels, but that’s not fact. The fact is we can carry the feeling with us every day, through remembering to follow through with meetings and projects we say we want to, even if it takes multiple Doodles to do so. It means calling, not just texting, that person that you could not believe it had been over a year since you had a true live conversation.

A photo shows a room with NLS conference attendees seated at multiple round tables draped with black tablecloths. In the foreground, are two female attendees. One is looking at the camera and smiling and the other is looking at her phone.

It means taking advantage of every new opportunity to connect with our fellow KLAS travelers and boil down what it means to you to be able to communicate it down to a few lines for your justification for the next conference. How about the KLAS Conference, in March 2025 in Indiana?

A group shot of NLS attendees seated at round tables with black tablecloths. Four people (two women and two men) are the table in the foreground are having in a lively discussion.

I think part of my reluctance to start and finish is that wondering if what I found significant will be of any meaning to anyone else.
At the end of the trip, I sent a message to Sean saying in part: “My visit was not long enough, my heart is too full to form words.” That could be the real reason I struggled to begin to write- my heart is just too full.

With love and memories,
Maureen Dorosinski, President, KLAS User Group

The ornate, colorful interior with grand arches is reflected in a window looking out at the capitol skyline.

Image of a pen lying over a form with signature and date fields. Heading text: NLS Parental Acknowledgement support in KLAS.

To support the new Parental Acknowledgement requirement from NLS, 7.8.22 includes a number of important changes.

  1. When you update an individual Patron record - a value in the BirthDate field will now be mandatory.
  2. When you update a Juvenile patron's Main tab, KLAS will ask for the Acknowledgement status and date received/signed.
  3. The Acknowledgement is stored and updatable on the Preferences tab.
  4. Juvenile patrons also need a Parent or Guardian Alternate Contact.
  5. KLAS will be able to block Juvenile patrons without a positive Acknowledgement and a Parent/Guardian contact.
  6. When Acknowledgement and Contact information have been entered or updated, that information will be sent to PIMMS.

Barring any last-minute problems, this update will be applied to all early release and auto-update customers for installation Wednesday, 10/02/2024. All other LBPD / Talking Books libraries are encouraged to schedule the update as soon as possible.

Read on for the full details on each of the above items.

1. Birth Date is now mandatory

To ensure that both KLAS and PIMMS can correctly identify juvenile patrons, the full date of birth is now mandatory for individual patrons. This will be in effect for new patron records, and for records being updated.

If a patron refuses to give their birth date, a value of 01/01/1900 should be used. 

2. Prompt for Parental Acknowledgement

On the patron Main tab, when any updates are saved to a relevant patron record, you will now be prompted to provide the Parental Acknowledgement.

Relevant patron records are:

  • Patron Type: Any Individual patron type (PA, PJ, etc)
  • Birth Date: Less than 18 years ago today
  • Acknowledgement status: not already set to Yes

This prompt will have the options: Yes, No, or Not Received, and a field to enter the date that acknowledgement was received.

3. ParentalAck property

Once the prompt has been answered for a patron, the data will be saved for viewing or updates on the patron's Preferences tab (Alt-4) as the new property type "ParentalAck." 

The property will have fields Ack Answer (Yes, No, Not Received, or Not Applicable) and Answer Date.

If a No or Not Received later becomes a Yes, if a Yes is later rescinded, or the answer otherwise needs to be edited, that can be done here, along with providing the updated Answer Date.

4. Parent/Guardian contact preference

NLS needs to know the responsible party that provided the Acknowledgement. This person's name and email address should be saved as an Alternate Contact with a subtype of "Parent" or "Guardian" as appropriate.

If more than one such Alt Contact is on the patron's Contacts tab (Alt-2), the one responsible for answering the Acknowledgement must be designated as the "ParentalAck" contact preference (using the 'Add Contact Preference' gold star icon in the bottom right toolbar, or Functions menu - Add Contact Preference). 

If only one Alt Contact is on the record, the contact preference is optional. 

5. Block relevant patrons without the Acknowledgement

Once you are on 7.8.22 and indicate that you are ready to start blocking relevant patrons without the Parental Acknowledgement (or on the January 1 cutover date), we will apply the configuration to automatically apply the block.

Patrons that will be blocked are: 

  • Patron Type: Any Individual patron type (PA, PJ, etc)
  • Birth Date: Less than 18 years ago today
  • Acknowledgement status: not set to Yes
  • AltContact: no Parent or Guardian AltContact on file

If there are multiple Parents and/or Guardians on file but none are designated as the ParentalAck contact using the Contact Preference, the patron will not be blocked, but will be included on the PIMMS resubmit report for correction.

6. PIMMS Sync

The information in the ParentalAck property, the ParentalAck contact preference (or sole Parent/Guardian AltContact if no preference is set), and the full birth dates for all patrons will be now communicated to PIMMS. 

If you have further questions or concerns, please get in touch! As always, we'll be here making sure the transition goes as smoothly as possible.

Join us at 3 PM ET / Noon PT Thursday, August 15 for a KLAS Users' Group Officer & Committee Chair Meet & Greet!

Per your KLAS Users' Group Bylaws, KLAS Users' Group Officer transitions occurred on August 1, 2024. Now, your 2024-2025 Officers' and Committee Chairs want to have a chance to introduce themselves to you and answer your questions.

Are you interested in what being an officer entails / what role do they play in the users' group, and / or how your program, logistics or development advisory committee operates? This session was an opportunity for KLASUsers' to get answers to these these questions and more!

KLAS Users' Group Officers:

  • Traci Timmons, Immediate Past President
  • Maureen Dorosinski, President
  • Josh Easter, Vice President
  • Sara Zapatocky, Secretary

KLAS Users' Group Committee Chairs:

  • Jesse McGarity, Program & KLAS Development Advisory Committee (KDAC)
  • Maureen Dorosinski, Logistics

Start Your Engines! KLAS UC 2025 logo with a white checkered flag and tire tracks in the grey background.

Start your engines! logo for the # KLAS UC 2025 conference with a white checkered flag waving out and an asphalt grey background with tire marks.Starting Monday, March 17, 2025 Keystone Systems and the Indiana State Library, Talking Book and Braille Library Service come together to host the 2025 HYBRID KLAS Users' Conference in Indianapolis, Indiana.

Below are all the resources and info you will need during your 2025 KLAS Users' Conference attendance:

2025 KLAS Users' Conference Zoom Event

  • ALL conference attendees will use the 2025 KLAS Users' Conference Zoom Event throughout the conference. 
  • The conference logo graphic to the right is a direct link to the KLAS UC 2025 Zoom Event.
  • Important notes about the KLAS UC2025 Zoom Event:
    • Use your individual Zoom account credentials to log into the KLAS UC2025 Zoom Event.
    • Session times are based on your local time zone.
    • General Sessions will be in a webinar format and streamed directly to the lobby. Virtual attendees will be able to comment / ask questions via the chat function, but can't use their computer camera / mic.
    • All Breakout sessions will be in a meeting format in which virtual attendees can be on camera, use their microphone, and / or the Zoom chat function.

Using the KLAS UC2025 Zoom Event

  • How to initially access & navigate the KLAS UC 2025 Zoom Event
  • You will use the KLAS UC2025 Zoom Event to:
    • bookmark sessions, create a personal schedule, and export your schedule to your personal calendar
    • view speaker information
    • watch and join conference sessions virtually
    • access session slidedecks and handouts
    • chat with other attendees
    • get conference announcements and updates
    • watch session recordings after the event
    • and more!

Conference Agenda & Overview Schedule

KLAS UC2025 Agenda & Overview Schedule

Below you will find MS Word and PDF versions of the latest 2025 KLAS Users' Conference agenda and overview schedule documents.

A magazine rack with many different kinds of magazines. Floating over the image is the caption "Issuing M O C: Serial Cleanup".

If you watched the recent Webinar on Issuing MoCs, you know that I strongly encouraged everyone to clean up their Serials... but what exactly should you be checking? 

As we get the first waves of libraries converted, I'm getting a crash course in what to look for and what our programs need to work, so here's the run-down! 

1. Active Serials

All of your active Serials need four things. The first three are on the title tab:

  • Medium: DB
  • Publisher: CMLS (It's fine to have the description spelled out, but the Code should be CMLS)
  • Serial Type: Dir / Direct

Screenshot of the Serial Title tab. Tab twice to Medium, three times to Publisher, then seven times to Serial Type.

For cleanliness sake, I also recommend making sure the Status is Active, and the Reading Level and Language are set appropriately, but the above are what we need for the program to make a local copy.

We also need an active Caption, which should look about like this. If you have MoC Dir serials without captions, please compile a list and send it to us.

The serials Captions tab, alt-4. Active yes/no is the first field when adding a new caption. Shift-tab to pattern.

2. Long-Discontinued Serials

At this point, we're recommending that the longest-discontinued serials be excluded from our copy programs. They've been unavailable for quite some time. 

If you agree to let these lie, please:

  • Clear the Publisher field
  • Set the Title Status to Withdrawn
  • Include Discontinued or similar in the Title.

(Note: even for titles like these that you do not intend to circulate again, please do not delete serial title records, at least not without checking in with customer support to make very, very sure that nothing is still referencing the title.)

If you decide that you want to keep any of these for the option of sending back-issues, you need to either Cancel or Delete all active subscriptions for them, or patrons will get a very old serial issue. (See below for more details on clearing subscriber lists).

Any that you want to keep will also need the active serial info above, and something added to the Title to make it clear that the serial is discontinued.

Long-discontinued Serials list:

  • AMH7 American Heritage - Discontinued Fall 2012
  • BRD4 Das Beste aus Reader's Digest - Discontinued Mar 2020
  • BUE3 Buenhogar - Discontinued Spring 2009
  • CPZ4 Smart Computing - Discontinued Oct 2013
  • DBF4 Diabetes Forecast - Discontinued  Sep 2020
  • JFA4 Journal Francais d'Amerique - Discontinued Dec 2021
  • MNY4 Money  - Discontinued Jun 2019
  • NGT4 National Geographic Traveler - Discontinued Dec 2019
  • OCI7 Cowboys and Indians - discontinued Fall 2020 
  • OPR4 O, The Oprah Magazine - Discontinued Dec 2020
  • PBY7 Playboy - Discontinued Jan 2021
  • SVT4 Seventeen - Discontinued Dec 2018
  • UNW7 U.S.News & World Report - Discontinued Jun 2009
  • YAM4 Young Adult Magazine of the Month - Discontinued Dec 2013
  • YOG4 Yoga Journal - Discontinued Dec 2023 (no issues on BARD)
  • ZIG3 Matilda Ziegler - Discontinued Nov 2009

3. Recently-discontinued Serials

These titles are more recently discontinued and patrons may be more likely to want back issues.

For these, you need to either Cancel or Delete all active subscriptions for them, or patrons will get an old serial issue (that they've presumably read before anyways).

Set the filter at the top of the Subscribers tab to Active, so that only the current subscriptions will show. Then, go through each and either:

  • Update the subscription (Ctrl-o), add today's date in the End Date, and Save (Ctrl-s)
  • Delete the subscription (Ctrl-d; enter to confirm). 

Cancelling by adding an End Date is preferable because it leaves a record of who was subscribed before. If the magazine resumes, you can resume the subscriptions by deleting the End Dates.(But if you have a long list, Deleting is faster.) 

We are working on a tool to help bulk cancel subscriptions, so if you have a later transition date and/or long subscriber lists on discontinued Serials, you might wait to see if we can get it to you in time. 

Finally, please make sure that the serial includes everything needed for Active serials: Medium: DB, Publisher: CMLS, Serial Type: Dir, and a Caption.

Most Recently discontinued Serials:

  • AMH4 American History - Discontinued Spring 2024
  • DOG4 Dogster - Discontinued Fall 2023
  • OTL4 Outdoor Life - Discontinued  Spring 2023
  • WRT4 The Writer - Discontinued Sept 2023

Dealer's Choice Serials:

Finally, there are two in-between discontinued serials, and you can decide which of the above lists they belong in:

  • PES4 People en Espanol - Discontinued Apr 2022
  • PSM4 Popular Science - Discontinued Dec 2022

4. Merged Serials

There are two pairs of merged serials that need review.

For Odyssey / Muse:

  • ODY4 - Make sure the title reflects the dual nature of this serial
  • ODY4 - Needs Publisher: CMLS, Serial Type: Dir, Medium: DB
  • ODY4 - Needs both the odyssey and the muse caption/pattern, with the muse caption being the active one
  • ODY7 / MUE4 / MUE5 - whatever the library has for Muse (BARD Back issues only) - needs to have the publisher cleared

Captions:

  • odyssey_@chron1@-@chron2@ 
  • muse_@chron1@-@chron2@
For Ebony / Essence:
  • EBN4 - needs to have the Ebony caption/pattern
  • ESS4 - needs to have the Essence caption/pattern
  • ESS4 - needs Publisher: CMLS, Serial Type: Dir, Medium: DB
  • Your choice whether EBN4 should be copied to allow back-issues sent on demand (if not, remove the Publisher)
  • Active Patron Subscriptions should be on ESS4
  • Check EBN4 for subscriptions added after 2019 - It was announced as returning in 2023 and then withdrawn. Libraries should follow up with those patrons.

Captions:

  • ebony_@chron1@-@chron2@
  • essence_@chron1@-@chron2@

In Closing

Thank you for making it this far--sincerely. All of this cleanup will mean that you get all the issues you want loaded, but no ancient history getting duplicated and mailed out. It will help keep your first round of MoC Orders reasonable, and it will make the conversion process a lot smoother.

If you have questions, let us know. We will also be working on the libraries coming up for conversion next, so do not fear if you see some of these changing happening "on their own". It isn't the cataloging fairy; it's Katharina and I. (Although, maybe Katharina is the cataloging fairy...)

A photo of an Indiana map with a red pushpin in Indianapolis is above text that reads: "SAVE THE DATE! 2025 KLAS Users' Conference, March 17-20, Indianapolis, IN, #KLASUC2025".

Mark your calendar and start making your plans for March 17-20, 2025 to join us as Keystone and the Indiana State Library, Talking Book and Braille Library come together to bring the KLAS Users' Conference to Indianapolis, IN!! More info will be coming soon, so be on the lookout.

A photo of an Indiana map with a red pushpin in Indianapolis is above text that reads: "SAVE THE DATE! 2025 KLAS Users' Conference, March 17-20, Indianapolis, IN, #KLASUC2025".

A magazine rack with many different kinds of magazines. Floating over the image is the caption "Issuing M O C: User Insights".

This week we're sharing user perspectives from the two libraries who served as pilot libraries for how libraries for the blind and print disabled will circulate magazines on cartridge (MoC) via KLAS. Michael Lang, Director, State Library of Kansas Talking Books Service, shares the Gutenberg experience and Jesse McGarity, Technical Operations Specialist II, Virginia Beach Public Library, Accessible Resources and Services, provides insights from using Scribe for MoC. A big thanks to Michael and Jesse for testing the waters, helping us improve the process for all of you, and for sharing their experiences!


MoC at Kansas Talking Books Service

Submitted by Michael Lang

Michael Lang, checking in with an update on some of the lessons we learned getting started with local MOC production in Kansas. We ran into a few issues, some were issues of our own making and some were bugs in the system that needed to be worked out. As such, my MOC circulation numbers aren’t going to be very helpful for anyone. Nothing was running as we thought it should have at first. We started, ran for a week, had to pause as the bugs were worked through, and then restarted.

We are running our serials as a separate medium, so that magazines will be loaded separate from books. Our plan is to send them out on a calendar basis, weekly on Wednesdays. We’re still trying to make sure that’s working as intended.

Most of the problems we’ve uncovered are being or have already been patched by Keystone and NLS. Here’s the main problems we ran into.

  • Issue 1: Old, some very old, issues of magazines were sent to our patrons. We intend to only send out one back issue to a new subscriber. That’s not how it worked when the switch got flipped. I believe this has been fixed.
    • Lesson 1: Pay close attention to which issues are being printed during your mail run at first.
    • Lesson 2: Consider cancelling subscriptions for inactive NLS magazines, or patrons might get the last issue of American Heritage magazine from 2019 (fake example) and wonder why.
    • Lesson 3: Look at your serials request lists in KLAS and see if anything looks funky prior to flipping the switch. Does someone have reserves for 2009 People magazines? Catch it before it goes out.
  • Issue 2: Naming issues with Readers Digest caused multiple duplication errors, an issue that has been fixed by NLS.
    • Lesson: Know where your report is for orders in error status and run it throughout the transition. Patron Module – Reports Menu – Statistics – Duplication Order Status.
  • Issue 3: Bug in the system has led to 0 new files (books or magazines) being added to our system since 3/15. Almost fixed.
    • Lesson: Sometimes being the pilot library breaks stuff, but if you can roll with the punches its worth it.

Overall, we’re excited about where this is going to get us when it’s all smoothed out. It’s given me a chance to email with Nancy and John a bunch which is always a treat 😊


MoC at Virginia Beach Accessible Resources & Services

Submitted by Jesse McGarity

In March, Accessible Resources and Services (ARS) at the Virginia Beach Public Library (VBPL) went live with MoC!

We are sending magazines out on separate cartridges from talking book. This is because we already had cartridges of separate colors (white for talking books, green for braille, and peach for magazines) and because we have a smaller patron size. We set the magazine limit to 15 per cartridge since they are smaller than books, with a max of two cartridges.

Some of the reasons we decided against sending talking books and magazines together is because we had the second color cartridge, but also because we did not want to confuse patrons. Additionally, we did not want to limit the number of talking books a patron would get.

After the first shipment it took us a week or so to figure out our settings were incorrect, but once we did, items started going out. The first two shipments were quite a bit for us (about 90) but as we wait for returns it has been much less. Right now our daily send out very low, about one or two. Hopefully has people realize we are sending them, it will be more.

The next step is to find a good way to add has/hads to each patron account, so they do not missing any issues.

A magazine rack with many different kinds of magazines. Floating over the image is the caption Issuing M O C

As I’m sure you all know, NLS will be transitioning the distribution of the MoC (Magazine on Cartridge) serials to the network libraries. As the schedule for this transition is being filled in and we get the final testing done on the release necessary for MoC service, I wanted to let you all know how things are looking, what you should be thinking about, and what you should expect for the coming month or two.

Current Status

We have two pilot libraries up and running: Virginia Beach (VA1I) on Scribe, and Kansas State Library for the Blind and Visually Impaired (KS1A) on Gutenberg. They have provided us with valuable early feedback, informing how we have built the set-up programs and allowing us to do another round of fine-tuning on the eDoc and Service Serials programs.

These programs will be included in KLAS v7.8.13, which will be going out to Early Release customers soon. This release (or later) will be necessary for MoC serial distribution.

While KLAS has had Serials support for a very long time, the volume of MoC serials distribution demands a more automated process, with plenty of updates and improvements for duplication in place of physical production. Once this release is out, we will continue to prioritize Serials improvements and fixes as the needs are identified.

I’ll also note that, at least for now, only the non-TBT audio magazines are being passed to the libraries--not TBT3, and not any of the braille magazines. Those will continue to be distributed Direct from NLS

How it will work

When your switchover date arrives, we will run the setup programs to take care of everything on the KLAS side. The key program is an updated version of the eDoc Sync, which will check for new Serial Issue files on books.klas.com or your Gutenberg device. When a new file is found, it will create an Issue to match, along with the eDoc.

The creation of that Issue will generate Serial Reserves for all the Active Subscribers, which will also be pushed to their Service Queues. From there, things work very much like they do for regular DBs: when a patron needs service, the titles will be pulled into a Duplication Order.

If you choose to treat the serials as a separate Medium (which will keep them on a separate queue and in separate orders from the DB books, and count them towards a separate cutoff), we will also:

  • Generate a local-distribution copy of the Serial title record with the new medium (the old record will be kept for BARD downloads only).
  • Copy all the active subscribers to the new Serial title.
  • Generate a Medium Profile and Service Queue for all active subscribers.

Decisions to make

We know that you all have your own workflows, preferences, and patron trends--and you know we do our best to make sure that KLAS can adjust to fit. That means you have some options about how we’ll set you up.

Please think about the following options, and let us know how you want things set at your library. We’ll be in touch as your transition date approaches.

Medium:

As I mentioned above, you have the option of using a dedicated Serial medium (generally DS / Digital Serials).

If you do not use a separate medium, the Serials will mingle in with the books in the same Service Queues and potentially the same cartridges. The plus side is that you will not need to manage separate profiles and queues, and patrons can all have the same hard limit cutoff for the total number of cartridges.

If you do use a separate medium, that will neatly separate your books and magazines, making it easier to ensure that both go steadily out to your patrons. It also means that you can get separate statistics on DB-Carts and DS-Carts, and if you chose, provide distinct labeling to differentiate book cartridges and serial cartridges for your patrons.

Cartridges:

I emphasized in the recent Braille Duplication webinar that cartridge inventory must be kept separate--that once a cartridge was used for a DB order, it should never be used for a DS order, and visa-versa. We have now identified the issue that was preventing KLAS from successfully passing inventory back and forth between media, so I am now (mostly) retracting that imperative.

Keeping your cartridge inventory is now considered optional except for multi-branch systems.

If you have multiple branches in your KLAS database, you still must keep your cartridge inventory labelled and separate until we are able to fix the underlying issue.

We do still recommend that cartridges are labelled according to their contents for the best patron experience. For now, doing so will also allow for more accurate statistics, especially AVL cartridge counts. We will continue work in the future to ensure that cartridges previously used for one medium but currently used for a different medium do not get double-counted.

Retention:

With physical issues of a serial, you only have room to hang onto so many back-issues. However, since these are digital, you will have all of the recorded back-issues for each magazine available by patron request.

However, when you subscribe a new patron to a serial, you probably do not want to send them twelve years of back issues, and they probably don’t want to get twelve years of back issues.

So how many do you want to send? Just the most recent issue? The past two or three to get them started? This setting can be manually adjusted per serial title if there is a magazine patrons tend to want more back-issues of, but please let us know what you want this setting to be for all the direct serials to start with.

Medium Defaults:

If you leave the serials as DB, they will hang out with the DB books and count towards all the same Medium settings. However, if you chose to make the serials DS, we will need to know what default settings you want in place for the subscribers’ medium profiles.  

For the Serve Type: how often do you want magazine cartridges to go out? Do you want to send patrons their next cartridge as soon as an issue is available, or let issues collect and only send a cartridge once per week? Every other week? Do you want to designate a specific day (perhaps a day when your regular circulation tends to be light) and handle all serials on that day, or do you want to set your patrons for Nightly serials service, but with a 7-day or 14-day Circ Delay setting to ensure that each patron is served ASAP when they return cartridges, but that they never get cartridges too close together?

All of the other profile settings will need to be set as well: NS Cutoff, Shipment Size, and Max Titles per Cartridge being the important ones. The Queue Size and Queue Refill Point are less relevant to serials service, but we need to put a number there, so tell us which one you want.

Branch Service:

If you are in a multi-branch system, do you want each branch to serve their own patrons, or do you want all Serials duplication to be done at the main branch?

Training & Networking

I’m sure you will all still have questions, and more questions will come up as you get started. You are always welcome to contact us with those questions, but to help people get started on the right foot, I do plan to host a training webinar later this month or in early May.

Our Pilot libraries have also agreed to share their experiences so far, so you can expect a guest blog post from them in the next week or two.

As libraries get up and running, we’ll be posting status updates including any new feature or bug fixes, and listing which libraries have made the transition (and whether they are Scribe or Gutenberg), so you will all know who in the network you can reach out to with questions.

If there is any other info you need to make this a successful transition, please let us know! We’ll be on your side and here to help for the whole journey.

2024 KDAC KLASUsers' Survey Announcement Graphic with the word "results" stamped on it in black capital letters.

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!

2024 KLASUsers' Mini-Conference header graphic

2024 KLASUsers' Mini-Conference schedule graphicIn May of 2022, we held the first KLASUsers' Mini-Conference to provide space and time for Keystone Staff and KLAS Users' to connect and learn from one another as well as share / discuss Keystone company updates and KLAS new features, tips & tricks, and new development suggestions. 2024's Mini-Conference will offer all of that and MORE! 

The 2024 KLASUsers' Mini-Conference will be a free, online event accessible via Zoom held:

  • Tuesday, May 14 - 1:00-5:00 PM Eastern Time / 10:00 AM-2:00 PM Pacific
  • Wednesday, May 15 - 1:00-5:00 PM Eastern Time / 10:00 AM-2:00 PM Pacific

Add the event to your calendar now, then review the initial schedule, and submit your registration form. If you use the below "Add to Calendar" button, the day / time of the conference as well as relevant Zoom connection info will be included.


Zoom

We will use one Zoom meeting link with 3 breakout rooms during the Mini-Conference. Attendees will be able to navigate between breakout rooms as they like.

To move between breakout rooms:

  1. Select Breakout Rooms  in your meeting controls.
  2. This will display the list of open breakout rooms including: Glenwood, Raleigh, & Pinecrest
  3. Select the number to the right of breakout room you wish to join, select Join, then confirm selecting Join.
  4. Repeat as necessary to join other breakout rooms.

Zoom Accessibility:

We will have captions enabled, and Zoom provides an extensive list of hotkeys and keyboard shortcuts to help users navigate meetings.

Sessions

This year will again feature sessions with topics of interest for all KLAS Users, as well as more specific Instructional Resource Center (IRC) and Library for the Blind and Print Disabled (LBPD) sessions. New for 2024 will be two sessions featuring updates from staff of the American Printing House for the Blind (APH) and from the National Library Service for the Blind and Print Disabled (NLS). 

Session Types:

General sessions will share information and updates relevant to  all KLAS Users, and no conflicting sessions will be scheduled at the same time they are offered. During these sessions, there will limited time for questions and answers.

Workshop sessions are presented by Keystone staff member or a guest speaker. Attendees are encouraged to ask questions throughout the session. These in-depth presentations share information via different tools such as slides, live examples, and / or user experiences.

Birds-of-a-Feather (BoaF) sessions give participants the opportunity to exchange ideas in a group discussion setting. All KLAS Users are invited to participate in the BoaF sessions they feel are relevant to them. However, we do indicate for each session whether an IRC or LBPD audience might find it more applicable. Topics range from making the most of KLAS features to exploring broader service-related ideas. These sessions are not formal presentations with slides or software demonstrations. Instead, the format is casual and open. Moderators launch the discussion and keep the conversation on topic; participants are asked to come prepared to share and learn.

Tuesday, May 14

This is an initial schedule, and sessions are subject to change. Want to get more involved with the Users' group? Volunteering to moderate a BoaF session is a great way to get started!

 Time

 Breakout Room

 Session Type

 Session

 Speaker(s)

 1:00-2:15 PM ET  Raleigh  Workshop

 Title: KLAS Updates for Library for the Blind and Print Disabled Users
 Description: Learn more details and ask questions about new library for the blind and print disabled focused features added to KLAS since our last conference.

 Katy Patrick, Keystone Systems
 1:00-2:15 PM ET  Glenwood  Workshop  Updates from American Printing House for the Blind (APH) Staff  Anthony Phillips, APH
 2:30-3:30 PM ET  Glenwood  General

 Title: State of Keystone: Company Updates & Highlights
 Description: What has Keystone as a company been up to in the last year?

 James Burts & Drea Callicutt,
 Keystone Systems
 3:45-5:00 PM ET  Raleigh  Workshop  Updates from National Library Service for the Blind and Print Disabled (NLS) Staff  Jason Yasner, David Perrota, &
 Justine Walp, NLS
 3:45-5:00 PM ET  Glenwood  Workshop

 Title: KLAS Updates for Instructional Resource / Materials Center Users
 Description: Learn more details and ask questions about new instructional resource center focused features added to KLAS since our last conference.

 Katy Patrick, Keystone Systems

 

Wednesday, May 15 

 Time

 Breakout Room

 Session Type

 Session

 Speaker / Moderator

 1:00-2:15 PM ET  Glenwood  General

 Title: KLAS Users' Group Business Meeting
 Description: KLAS Users’ Group Business Meeting including committee reports, VP election information, future conference discussion, etc. Agenda to be published prior to the conference.

 Traci Timmons, KLAS Users'
 Group President
 2:30-3:30 PM ET  Raleigh  Birds-of-a-Feather (IRC)

 Topic: Census & Yearly Updates
 Description: How do you go about your APH Census process? What tips do you have for keeping track of everything that needs updating at the end of a school year? Come talk about all those annual projects and tasks! 

 Marion Campbell, Keystone Systems
 2:30-3:30 PM ET  Glenwood  Birds-of-a-Feather (LBPD)

 Topic: Reader Advisor
 Description: Reader Advisors, let's use this time to share experiences, issues, ideas, anecdotes, resources, etc. This session will not be recorded, to promote an open exchange of ideas.

 Sara Zapotocky, Arizona Talking Book Library
 2:30-3:30 PM ET  Pinecrest  Birds-of-a-Feather (LBPD)

 Topic: LBPD Reports & Queries
 Description: Whether you are a pro or a newbie, the KLAS Birds of a Feather for Reports and Queries has something for you! Come talk to your Talking Book Library colleagues and get tips on anything from circulation statistics to batch loads. Even if you are a pro, you might learn something new! This session will not be recorded to promote the exchange of ideas

 Lee Anne Hooley, Worcester Talking Book Library & Maureen Dorosinski, Florida Braille and Talking Book Library
 3:45-5:00 PM ET   Raleigh   Birds-of-a-Feather (IRC)  Topic: IRC Reports & Queries
 Description: Do you have a favorite report? A query that made your work easier? Come share with fellow IRC users--and you're bound to leave with a few new ones to try!
 Marion Campbell, Keystone Systems
 3:45-5:00 PM ET  Glenwood  Birds-of-a-Feather (LBPD)

 Topic: Circulation
 Description: Let’s talk about circulation! What tips and tricks can you teach and / or share with your circulation colleagues? What are you interested in learning? Come discuss with fellow KLAS Users. This session will not be recorded to promote an open exchange of ideas.

 Jesse McGarity, Virginia Beach Public Library, Accessible Resources & Services
 3:45-5:00 PM ET  Pinecrest  Birds-of-a-Feather (LBPD)

 Topic: Outreach
 Description: Awareness is a common challenge among LBPDs. Come share the successes you have encountered conducting outreach. What innovative tool have you used that has worked? How are you promoting the support of Reading Disabilities, and what events are you attending that create the most significant impact? This will be an open and frank discussion with the intent to share ideas. 

 Lori Brown, Wolfner Talking Book & Braille Library & Judy Gray, Indiana Talking Book & Braille Library

 

Registration

Registration is not required, but doing so helps us know approximately how many persons to plan on for each session. You will automatically be emailed a copy of your registration upon submission.

Two red hearts sit in the lower left with the text "A Valentine for ALL KLASUsers'" written in all black, all caps in the center of the image.

On February 16, 2024 Maureen Dorosinki, Vice President, KLAS Users' Group shared the below message on the KLASUsers' listservs. Based on the overwhelming positive response to it, we're also posting it here so it is easier to find and share with others.


Valentine’s Day means a variety of things to many people in various stages of life. It used to mean buying a pack of assorted valentines shaped like Garfield and writing your name 30 times to sign them and sneaking in a smiley face to the cute boy. It meant hoping you were going to get a carnation in high school, and be able to carry it around, and then, have your face burn with embarrassment when you didn’t get one. It meant finding The One, and today means you are happy making chocolate chip cookies from scratch after work because those are the only sweets you can justify eating on the terribly restrictive cholesterol diet you are on.

At work, it also means something altogether different, it has turned into caring about something bigger than us and doing it for the most part without ever meeting the people you serve. It means staying late to make sure the e-readers are plugged in so they can go out the next day. It means sticking with the call even though you have 20 more to do and the phone keeps ringing. It means trying to get ahead on the hamster wheel because you care. You care about the thousands of people you don’t see, as much as you care about the few you might talk to.

But I’m asking all of us to do one more thing this Valentine’s month. Take a day where you can allow yourself to fall off the hamster wheel and make one extra call. You could call that person who always has something positive to say and is so lovely you wish everyone was like them. No, I challenge us to call that person you dread calling. The person who you know lives alone…and is crabby. Call them and just say hello. Call them and thank them for being a patron. Reach out with empathy. You may think you know their story, but we only know one page of their story. Maybe even a half page, with something spilled on it.

Make this Valentine’s include giving without expecting something in return. You gave the gift of yourself and made someone’s day a little brighter, a little easier.

Speaking of easy, KLAS makes all your days easier. They can get us out of a pickle and show us that maybe something is going to be easier than you thought.

Post something on the KLAS Users forum! You may get something done that changes your procedures and moves your department forward.

Valentine’s Day used to mean waiting for gifts and being able to show off what you got. Now it means giving quietly because you truly care and know what working for a higher purpose means.

Maybe not everyone is completely there, but trust me, one day you might be.

Thanks for all you do to support each other, and the patrons.

Photo of a sunrise with a bright blue sky and rays of light.

Attention, Keystone-hosted customers: We are currently rolling out a change to our hosting. This change is on our end and will NOT involve any charge to you, and you will still be hosted on AWS, with all the current services and benefits.

Our hosting services have previously been set up so that customers are divided by geographical region, and share a server within that region. We are now in the process of changing this so that each library has their own individual server. This enables us to locate the server in closer proximity to the library itself, and ensures that all the processing power of the server is devoted solely to that library's own operations.

We have already moved several libraries, and everything is functioning normally—in fact, we have been told that those libraries are seeing better performance and improved speeds!

There should be no update or changes needed to your KLAS installation on individual workstations; we just change where your KLAS shortcut is pointing, so that it accesses the new server. For Gutenberg libraries, or other customers with external integrations, we will coordinate with the NLS or the relevant other party as needed for a smooth transition. If your IT whitelists IP addresses, we will provide the new addresses early in the process so they can add it them the list.

If you have not already been contacted to schedule the changeover, be on the lookout. We are looking to get all Central and East-coast LBPD libraries transitioned to the new model, then Eastern IRCs, then move Westward. However, if you are further west and want to be fast-tracked, you are welcome to contact Customer Support and indicate your interest.

We hope this will be a positive change for everyone, and expect it to be a smooth transition!

Save the Date image for KLAS IRC Users' Q&A with Marion. 2/15/24, a Thursday, at 3 PM eastern or noon Pacific.

The Program Committee and Keystone staff are excited to announce three upcoming opportunities to expand and share your knowledge of KLAS. The first will be an open Q&A session for our Instructional Resource Center users, the second is our next online KLAS Administrator Training session for Library for the Blind and Print Disabled staff, and the third is the upcoming 2024 KLAS Users' Mini-Conference.

2/15/2024 KLAS IRC User Q&A with Marion

On Thursday, February 15 at 3 PM Eastern / Noon Pacific we invite ALL KLAS Instructional Resource / Materials Center (IRC / IMC) users to join us for an open Q&A session with Marion, our resident IRC / IMC customer support guru. Do you have a question about a report or setting up a query, need to troubleshoot a WebOrder issue, or have a suggestion for how to improve IRC workflow? Marion will try to answer any and all questions posed to her during this session. If she can't, we'll be sure to take it back and get you a reply as soon as possible. Mark your calendar now, and join us there!

 

This free, online session is being offered via Zoom and will be recorded and posted to klasusers.com for later review and reference. Feel free to email questions / features you want demonstrated in advance to  or post them as a reply below.

Online KLAS Administrator Training

March 2024 KLAS LBPD Admin Training

Our next Online KLAS Administrator Training session for library for the blind and print disabled users will be held March 25-28, 2024. Admin Training is an excellent opportunity to get in-depth training on all the features and settings that can help KLAS better support your library, staff, and patrons. During Admin Training, Keystone staff will get down into the nitty-gritty of the Admin menu walking you through the many options for Duplication on Demand, the WebOPAC, Reports and Queries, and more! 

Admin Training costs $600 / person, is held on Zoom, and runs from 1:00-4:30 PM Eastern Time each afternoon. Also, session attendance is kept small so each person receives the individualized attention they need. If you are considering attending, please note you must have:

  • A KLAS Administrator role in your local system
  • Authority to change records and policies for your KLAS system

The Online Administrator's Training article includes more detail about the training structure and content as well as a link to the registration form.

KLAS IRC Admin Training

We know there is interest in scheduling another Instructional Resource / Materials Center KLAS Administrator Training session, but we also want to put it on the calendar for a time that works for you! At this time, we need a commitment from at least two users from separate IRCs to schedule a session. The best part about being one of those is: you get to help use choose when it will occur! Like KLAS LBPD Admin Training, training will occur across four afternoons and will be an in-depth look with Keystone Trainers into the the available KLAS Admin Features and Functionality you can use to support your IRC's workflow and service models. We know control files and security setting can be very overwhelming, which is why we offer this training. All interested attendees should have:

  • A KLAS Administrator role in your local system
  • Authority to change records and policies for your KLAS system

We invite you to review the Administrator’s Training – What to Expect article to help you decide if this is something you want to attend. Then, head over to the KLAS Administrator Training Registration Form linked in the Online Administrator's Training article to indicate such.

2024 KLASUsers' Mini-Conference

Our final upcoming online training opportunity is FREE and open to ALL KLAS USERS! This is your heads up to mark yourself as BUSY from 1:00-5:00 PM Eastern / 10:00 AM-1:00 PM Tuesday, May 14 and Wednesday, May 15.

Sessions will be presented and moderated by Keystone staff and other KLAS Users', held via Zoom, and offer IRC and LBPD-focused as well as general KLAS content.

Please reply to this article with topic suggestions and / or if you're willing to present or moderate.

2024 KLAS Users' MiniConference graphic. 1 to 5 o'clock PM Eastern Time, Tuesday, May 14 and Wednesday, May 15. Mark your calendar and join us for this free, online event! All sessions will be offered via Zoom.

 

 Close up of an analog clock face with the hands pointing to the label: Time for Review.

Now that we're into 2024 (with January flying by rapidly!), let's take a look back at the past year together.

The 2023 Users' Conference was a return to in-person training, networking, and collaboration, but for the first time we also had a hybrid option! This format was tricky to run. Yet with the hard work of the Users' Group Programming and Logistics Committees we feel we achieve a good balance of in-person exclusives like providing in-person-only, hands-on training sessions each morning, online value such as ensuring front-line and specialist staff had options to attend only sessions relevant to them, and offering the ability for libraries unable to travel for conferences to still benefit from the conference, while also remaining accessible.

You can find the presentations and handouts from the conference here: KLAS UC2023 Presentations & Handouts 

Keystone staff also attended a number of other conferences, including the NLS Sub-Regionals and the APH Annual Conferences. These events provide another opportunity for us to connect with our users, and to learn about the challenges and opportunities your libraries and organizations face.

Outside of these events, we strove to continue providing training throughout the year. This included the release of two new Manuals in our new format (Reader Adviser Manual and Transfers Manual). Each are designed to be friendly to use in a print or digital format including with a screen-reader, and I have more in the works! We also hosted webinars including Preparing for e-Braille and a KLAS Q&A with Katy, and continued providing online Administrator's Training sessions.

Additionally, the klasusers.com forums were busy this year. Thank you to everyone who helped get the word out about catalog errors and reissued titles on the Cataloging forum, posted ideas and requests in the Development Suggestions forum, and weighed in on others' requests and questions. 

In terms of development, we've been making progress on several large projects and released a whole lot of smaller improvements, new features, and bug fixes. Ongoing larger development projects include:

  1. the APH Ordering Integration which is now functioning live for Free Matter orders at our test site (with support for orders that require Shipping pending development on the APH end of the integration)
  2. the new WebOPAC, which was previewed at the conference and will include better support for series, serials, and duplication

We know these are highly anticipated and continue to work towards getting them out to you.

We have also been working extensively with Data Management and NLS to get PIMMS issues identified and fixed, implement Inactive Reason tracking, and lay the groundwork for the network libraries to take over distribution of NLS serials from the Magazine on Cartridge (MoC) program.

Shout-out to the KLAS Development Advisory Committee (KDAC) for their invaluable help not just generating ideas and suggestions, but helping us monitor and evaluate development suggestions from the forum and other sources, ensure corner cases are considered and accounted for, and prioritize all these projects and more.

As we carry on into the new year, I know we will have even more good things to share with you and look forward to the journey!

Picture of Keystone staff and their partners sitting at a long table in a private dining room during their 2023 Holiday Dinner held at Cafe Luna.

Keystone has some annual holiday celebrations during the month of December that give our staff and families an opportunity to gather together, enjoy some delicious food, reflect on what we've accomplished over the last year, and discuss what might be possible in the next. This year, our Holiday Dinner and our office potluck / white elephant gift exchange happened on consecutive days.

On the evening of Tuesday, December 19, we gathered around a long table in a private room at Cafe Luna in downtown Raleigh for an evening of wonderful Italian food. The conversation was lively and everyone enjoyed the opportunity to catch up on the lives of our coworkers outside of the office.

Keystone staff and spouses gathered around a table. In the foreground are Katharina and Katy, further in are Tracey, Brian, Marion and her husband, George, Lee and his wife, and John with his wife. Nancy is at the far end of the table.

Just after noon on Wednesday, December 20, we gathered in our project area for our annual office potluck. We are always impressed by the variety of choices once everyone's contribution is added to the buffet spread. Our staff even thoughtfully create dishes taking into account known food allergies and sensitivities, so there's something to appeal to everyone and no one goes hungry!

A long table with various casserole dishes, bowls, and two croc pots. George brought John Owen's traditional soup, and other highlights included chicken, sweet potatoes, rosemary bread, and meat and cheese boards.

After our potluck lunch, we do a white elephant / dirty Santa gift exchange. Our rules are: only one steal per gift per round, and everything's in play until the person with the last number's round. Does your organization do a white elephant exchange? If so, what are your rules?

An angled view of the staff gathered around the conference table as they finish of their lunch. A pile of gifts waits temptingly in the middle.

I hope you enjoyed a brief look at some of this year's Keystone holiday celebrations. Hopefully, your year end also included festive gatherings such as ours, or at least some good rest and relaxation.

Happy Holidays and Happy New Year from all of us!

Photo closeup of a keyboard with a Status key. The other keys are indistinct.

We've been working with Data Management / NLS on a patron project in PIMMS. As part of this project, We've been thinking about how to better manage patron status transitions in PIMMS.

PIMMS has a Suspended status and a Deleted status. Once a patron record has a Deleted status, that ID cannot be used in PIMMS again.

KLAS can have many statuses, but currently most libraries have Deceased, Suspended, and Withdrawn all mapped to the PIMMS Suspended status (and now collecting reasons for discontinuing service). The thinking here was that we didn't want an "oops" change of status to permanently delete a patron from PIMMS.

NLS has expressed concern that patrons are lingering in Suspended status for extraordinarily long periods of time. In KLAS, there is nothing currently that automatically moves a patron to PIMMS Deleted, except when withdrawn patrons are purged.

We think that Withdrawn should be the status that corresponds with PIMMS Deleted status. It is the next step in the process.

Currently:

  • Most libraries move patrons from Active to Suspended to Withdrawn.
  • It's very rare that a patron is "accidentally" changed to Withdrawn. Once the patron is withdrawn, they are gone, generally for good.
  • Changing a patron to Withdrawn marks all outstanding items as Lost.

It's a logical step for us to add:

  • Delete patron record from PIMMS.

This does mean that if a patron goes from KLAS status Withdrawn back to Active for some reason, you'll need to create a brand new patron record for them, so that they get a new PIMMS ID. The old Withdrawn record could then be merged in to transfer the HasHads to the new record.

Let us know if you do not agree! Otherwise, look for this change to come in January 2024.

A sign reading Bestsellers on a table of books, with bookshelves in the background.

If you had to guess, what would you say was the most popular title across all KLAS Talking Book Library (LBPD) patrons? How about the most popular author? I doubt you’ll guess the most popular series.

While Mitake was gathering the LBPD circulation statistics to send to NLS, she compiled all the libraries’ most popular titles, authors, and series to find out the combined top favorites. It was interesting to see the impact even a small library can have on the rankings. For example, the 7th most popular series was all due to just two libraries! The #1 most popular series was in the top at 30 libraries. Those two series had an equal number of titles.

Have you made your guesses? While you ponder a bit longer here are some (perhaps unhelpful) hints:

  • The most popular author’s most popular book was only in 19 libraries’ top 200 titles, and his most popular series barely made the top 40.
  • The most popular title was written by the 5th most popular author.
  • The most popular series was written by the 4th most popular author, and the most popular book in that series was the 3rd most circulated title.

If you guessed Long Shadows by David Baldacci, author James Patterson, and the Heart of the Mountains series by M. M. Beller, then give yourself a piece of left over Halloween candy! Below are the top four in each category along with a few honorable mentions.

The Top Four Most Popular Titles by the Number of Libraries

  1. Long shadows by David Baldacci (30 libraries – 12,382 circulations)
  2. The boys from Biloxi by John Grisham (30 libraries – 7,803 circulations)
  3. This healing journey by Misty M. Beller (28 libraries – 10,625 circulations)
  4. Portrait of an unknown woman by Daniel Silva (26 libraries – 12,201 circulations)

Honorable mention goes to Razzmatazz by Christopher Moore which is the 4th most popular title in terms of circulation numbers, 9,237, but only 22 libraries had it in their top 200.

The Top Four Most Popular Authors

  1. James Patterson with 41,108 circulations and 53 titles
  2. William W. Johnstone with 30,756 circulations and 52 titles
  3. Danielle Steel with 26,920 circulations and 32 titles
  4. Misty M. Beller with 22,829 circulations and 7 titles

Honorable mentions that all had over 10,000 circulations are David Baldacci (10 titles), John Grisham (13 titles), Debbie Macomber (18 titles), Donald Hamilton (9 titles), Tracie Peterson (15 titles), Daniel Silva (3 titles), Stuart Woods (11 titles), Lauraine Snelling (16 titles), Mary Connealy (8 titles), and Wanda E. Brunstetter (10 titles).

The Top Four Most Popular Series by Sum of Circulation

  1. Heart of the Mountains series by M. M. Beller (22,066 circulations, 4 titles, anywhere from 7 to 28 libraries had it in the top 200)
  2. Matt Helm series by Donald Hamilton (13,496 circulations, 9 titles, anywhere from 1 to 19 libraries had it in the top 200)
  3. Gabriel Allon series by Daniel Silva (12,646 circulations, 3 titles, all due to the popularity of one title (see above) since the other two books were popular at one library apiece and had less than 500 combined circs)
  4. Amos Decker series by David Baldacci (12,382 circulations, all due to just one book, but it happened to be the most popular book, see above)

Honorable mentions are Stuart Woods’ Stone Barrington series (9 titles with 10000+ circs) and S. D. Sykes’ Somershill Manor Mystery series (3 titles, 9000+ circs). Impressively, Lauraine Snelling’s Daughters of Blessing series of four titles racked up 8800+ circs despite only being in the top 200 at two libraries.

Did anything surprise you? Which authors or books or series were you expecting to be at the top? If you want to know the top titles at your library, you can find that in the summary report that Nancy emailed you when asking for permission to share the data with NLS.

Save the Date: KLAS Q&A with Katy. 11-02-23, Thursday, 3pm Eastern / Noon Pacific.

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!

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!

Close-up photo of a hand adding the missing piece to a puzzle. The piece has a bright idea lightbulb on it.

The KLAS Users’ Group Program Committee is seeking new members and new ideas!

UC2023 is a wrap—so it’s time to roll over the committee, look ahead to creating new online content, and get back to work. This committee is a great starting point for folks wanting to get more involved in the Users’ Group, whether they’re new to using KLAS or an old hand. With just one meeting a month, this is a low-commitment volunteer opportunity.

Everyone is welcome, but we will especially welcome people from IRCs (Instructional Resource Centers) or other less-represented organizations.

Even if you aren’t ready to hop on board as a committee member, we’d still love to hear from you! Is there a KLAS topic you want to learn more about? A past webinar you think needs an encore performance with updated information? Or is there a roundtable or open discussion topic you think everyone could get together and dig into?

Don’t be shy! Leave a comment, or email , , or . The Users’ Group is for you, and this is a great way to help make sure you’re getting the most and best out of it.