Keystone Systems' office will be closed Thursday, November 24 and Friday, November 25 in observance of Thanksgiving. But before we send out staff off to gather with friends and family, we asked them to share some of their favorite holiday recipes.

We're all grateful that you're part of our KLAS users family, and hope you all have a lovely holiday!

From Nancy Honeycutt, Customer Support Manager:

Mom would always make refrigerator rolls. One time she left a cookie sheet with rolls rising on the counter while we went to pay a Christmas visit to neighbors. When we came back, the cookie sheet was on the floor, completely cleaned off, and the dog was suspiciously innocent (and sick later that night).

Refrigerator Rolls

Ingredients

• 1 yeast cake
• 1/2 cup lukewarm water
• 2/3 cup shortening
• 1 tsp salt
• 1/2 cup sugar
• 1 cup mashed potatoes
• 1 c scalded milk
• 6-8 cups flour
• 2 eggs

Instructions

1. Mash potatoes.
2. Add shortening, sugar, salt & eggs. Cream well.
3. Dissolve yeast in water, add to lukewarm milk. Then add to potato mixture.
4. Add sifted flour to make stiff dough. Knead lightly.
5. Place in casserole and brush top with butter.
6. Cover tightly and place in refrigerator until ready to use.
7. About 1/2 hour before baking time remove and shape in rolls. 
8. Cover and let rise until light.
9. Cook at 400* for 10-12 minutes.

From Marion Campbell, Customer Support Specialist:

One of my families favorite food for the holidays are sweet potato biscuits. One holiday when my nephews were 9,10,10-ish, the biscuits came out early and were warming on the table. Slowly, they each snuck a biscuit or 3... when it was time to eat there were no biscuits left in the basket because the boys had eaten them all. Needless to say, a 2nd tray came out soon after but the boys were full from biscuits and did not eat much else that year. They all had tummy aches from the biscuits and now the rule of biscuits is: only eat 2, more than 2 and you will not be happy.

Sweet Potato Biscuits

Here's what's cookin': Sweet Potatoe Biscuits
From the kitchen of: Dorothy Wright

Ingredients

• 4 cups packed of sweet potatoes
• 1 cup Crisco
• 1 cup of sugar
• 4 cups of self-rising flour

Instructions

1. Peel sweet potatoes and boil until done.
2. While hot mash and add to them Crisco, sugar, and flour.
3. Mix good.
4. Work into biscuits.
5. More flour is sometimes needed. Depends on wetness of potatoe to be able to handle the mixture.
6. Bake at 350* for 20-30 minutes. Depending on size of biscuits.
7. Mix handles better if cooled.
8. Bake on greased cookie sheet.

From Katharina Stevens, Customer Support Specialist:

Among many other things I am thankful for are ovens that allow you to set a specific temperature and that cook evenly. Baking in East Africa was always an adventure. One summer I brought the ingredients for pumpkin pie back with me to make at Thanksgiving. It didn't turn out very pretty. Had to cut off the burnt parts, and take a moto taxi across town to buy some cinnamon whipped cream to hide the mess. Tasted good though.

Seriously though, I'm immensely thankful for family, friends and the blessing that is America. We've come a long way from the 5 kernels of corn that that Pilgrims had to eat each day that first winter of 1620.

From Drea Callicutt, Director of Marketing, Sales & Communications:

One of our favorite holiday dishes is more recent. My sister learned to make duck fat roasted potatoes while she was in graduate school in Edinburgh. She made them for us for the first time for Christmas dinner when were visiting her in Leeds, and they’re now a staple whenever she’s joins us for a holiday meal.

This recipe from Vindulge.com is pretty much how she makes hers:

Roasted Duck Fat Potatoes

Equipment

• Large Sheet Tray
• Parchment Paper
• Ingredients
• 2 pounds yellow potatoes, cut into ½ inch dice
• 2 tablespoons salt (for boiling the potatoes)
• ¼ cup duck fat
• 1 teaspoon kosher salt
• 1/2 teaspoon pepper
• 1 tablespoon freshly graded parmesan
• 1 teaspoon thyme, finely diced

Instructions

1. Preheat the oven to 450 degrees Fahrenheit.
2. In a large pan, place the diced potatoes and fill with cold water until it just covers the potatoes. Add 2 tablespoons of salt in the water.
3. Bring to boil. Start timer for 14 minutes. When the potatoes come to boil, reduce heat to a simmer. After timer runs out, strain the potatoes in a colander.
4. In a large bowl, place the potatoes and then add the duck fat, additional kosher salt, and pepper. Stir with your hands to incorporate and then place on a large baking sheet lined with parchment paper.
5. Place in the oven, and toss the potatoes every 15 minutes. The duck fat will slowly brown the potatoes, especially the sides touching the pan. So turning the potatoes every 15 minutes will help get more of the crunch on the surface area of the potatoes.
6. After 40-45 minutes, the potatoes should be golden in color. Remove and place them in your favorite serving dish. Top with the parmesan and thyme. Serve warm.

In this week's blog post we're pulling back the curtain on part of the software development process called "Regression Testing." It's definitely not the most glamorous part of getting a major new release sent out. In fact, it can be incredibly tedious, but even so, it's a critical part of the process. So, let's talk about what it involves, why you should care about it, and why we're doing it right now.

Why are we currently doing Regression Testing?

KLAS is built on Progress Software's OpenEdge Application development platform. KLAS 7.7 was created on OpenEdge 11. Upgrading from one version of OpenEdge to the next includes significant changes and additional features and functionality our development can leverage in future KLAS releases. For example, OpenEdge 12 will allow us to support KLAS on Windows 11. Any major upgrade to the OpenEdge platform necessitates a major release in KLAS because it fundamentally changes KLAS' code base. So, this translates into needing to make sure upgrading from OpenEdge 11 to OpenEdge 12 doesn't affect how KLAS currently operates. 

Additionally, a major operating system change (such was Windows 10 to 11) can also have unpredictable effects on how KLAS runs. As such, we are regression testing in several Windows environments: Windows 10, Windows 11 prior to version 22H2, and the latest version of Windows 11.

How does Regression Testing happen?

Essentially, Regression testing is the process by which our staff test every feature, button, and process within KLAS after a major shift in the underlying KLAS platform to ensure it still works as intended. One thing to keep in mind is that some modules of KLAS have different versions for our different types of customers (IRC, LBPD, and PNDB), so each of those versions has to be thoroughly tested. Integrations and web services need to be tested to ensure that KLAS still communicates correctly with PIMMS, Gutenberg, Rolka-Loube, and even just our own WebOPAC and WebOrder systems. Finally, we need to check that nothing has broken for those using KLAS with a screen reader.

So, during Regression Testing each module, tab, and function is put through its paces to make sure it works and anything unexpected is documented. Here's how that happens:

1. A copy is made of a test database (originally based on customer data) representing each version of KLAS: LBPD, IRC, and PNDB.
2. The new test databases are upgraded to the new version.
3. In this case, Virtual Machines are created running the latest version of Windows 11, and the same test databases installed on the VMs. 
4. A spreadsheet is created of all modules and major components in KLAS. 
5. All Keystone staff that are helping with testing use the spreadsheet to record their process as they work through through each screen and function they're assigned to test, recording what has been tested and in which version of Windows.
6. Notes are made about any issues that are discovered, so they can be addressed and re-tested prior to sending the release out to our beta site customers.

What does this actually mean for me?

It means we've completed the OpenEdge 12 upgrade in our development environment, are making sure it is stable on both Windows 10 and Windows 11. Upon successfully completing regression testing, we will release KLAS v7.8 to our beta site customers. If they report no major issues or bugs that we missed despite these efforts, KLAS 7.8 will then go to general release.

Because of the countless ways KLAS can be configured, and the extensive possible combinations between customer version, Windows version, web browsers, printer drivers and so forth, it is impossible to test literally every process in the exact environment you will run it in. However, we are doing our best to be as thorough as possible, so you can be confident that the upgrade will not disrupt your operations.

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

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

KLAS Users' Group Vice President Candidate

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

Biography:

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

Statement of Goals:

At WTBBL, I am the KLAS administrator. As a new-ish employee, I'll be the first to admit that I am not a KLAS expert, but, I am striving to become one. I learn through doing, through making mistakes, and from listening to others. In my short time at WTBBL, I have really come to appreciate how KLAS uniquely addresses the work of LBPD and IRC libraries. I have developed some great relationships with Keystone staff and many of my LBPD/IRC colleagues throughout the U.S. In my work life, I have demonstrated that I am a great advocate, collaborator, and problem solver--and will bring those qualities to my KLAS Users work. I see this position as an opportunity to learn more about the needs of colleagues throughout the country, how we can best support one another, and how we can work positively and collaboratively with Keystone to solve problems and advance ideas.

For a while now, receiving libraries have had the ability to request the Transfer In of a patron from another state. But how does this work for the losing library?

When a transfer request is made for one of your patrons, a designated contact person at your library is notified by email of the pending request. If no one at your library has been receiving transfer notice emails, or if you need to change who is gets them, please let us know!

If you receive such a notice, you need to tell KLAS it's OK to send the patron. To do so:

1. Open Patron Transfer. (Functions Menu or Alt-Ctrl-T)
2. Switch to the Process Outgoing tab.
3. Locate the requested patron is the browse. Select them, then use the Approve Transfer button.
   Or, if the library let you know that the request was in error (or you just can't bear to let the patron go), you can use the Reject Transfer button to cancel the request.

As with transfers initiated by the losing library, the patron's record, current equipment, and HasHads will be passed off to the receiving library overnight.

Now that we have several confirmed attendees, we have scheduled the first online IRC / IMC Administrator's Training!

Upcoming Session

We're exited to announce to announce our first KLAS Administrator Training for Instructional Resource / Instructional Materials Center users in quite some time will be held Monday, November 28 - Thursday, December 1, 2022.

Prerequisites for attendance:

• Attendee must have a KLAS Administrator role in their local system
• Attendee has authority to change records and policies for their KLAS system

Training Structure & Content

The training is scheduled across the afternoon's of four days, allowing users from various time zones to comfortably attend, and allowing time for you to absorb and practice in-between sessions. Exact session topics and order is subject to change, but the current schedule is as follows:

Monday
1:00-2:30 PM ET: Catalog-focused Settings
3:00-4:30 PM ET: Patron-focused Settings / APH Census

Tuesday
1:00-2:30 PM ET: Materials Requests
3:00-4:30 PM ET: Acquisitions

Wednesday
1:00-2:30 PM ET: WebOPAC / WebOrder
3:00-4:30 PM ET: Other Administrator Controls

Thursday
1:00-2:30 PM ET: Security Control / User Permissions
3:00-4:30 PM ET: Reports / Query / Excel

For more information, please see the Administrator’s Training – What to Expect article.

Training Cost

The training still costs $600 per attendee, which covers the staff time needed to prepare for and run the training sessions. It comes with an Administrator’s Reference manual, which will be mailed to you (or provided electronically if that’s more accessible for you), pre-class worksheets, and recordings of each session.

Registration Form

To register for the upcoming session or express interest in another date, please fill out the following form:

• KLAS Administrator's Training Registration Form

If you have any trouble accessing the form or if you have questions, please let us know! We hope to see you soon.

Per the KLAS Users' Group Bylaws, upon the vacancy of an officer position an election must be held to replace the outgoing officer. As such, we are now conducting an election for the office of President of the KLAS Users' Group.Please meet your candidate for the open Users' Group President position. Also, since Crystal is our current Vice President and only candidate for President, we're also seeking nominations for Vice President. A link to vote for President and to nominate individuals to fulfill the soon to be vacant office of Vice President will be sent to each KLAS organization / library's designated representative in the near future.

KLAS Users' Group President Candidate

Crystal Grimes, Customer Service Coordinator, Oregon Talking Book and Braille Library

Biography:

Crystal Grimes is the Customer Service Coordinator for the Oregon Talking Book and Braille Library at the State Library of Oregon. She holds a Bachelor of Science in Information Systems from Western Oregon University and a Masters in Library Science from Emporia State University. Crystal has been at the Talking Book Library since 2012 where she started as a Circulation Technician and has had her current position since 2018. Her current position at the library is defined by customer service, reader’s advisory, and setting up new patron accounts. Crystal is currently serving on two Keystone committees, the Programming Committee and the KLAS Development Advisory Committee (KDAC). In her spare time Crystal loves to read (fantasy is a favorite but she will read anything) and play video games.

Statement of Goals:

I’m very excited to work with Keystone and the User group as President. I think this is a great opportunity for me to learn more about our user group and to present their ideas and be their representative. A goal that I have is to encourage KLAS users to be active in their own learning and experience using KLAS. I want to promote learning and active participation in the KLAS conferences and on the KLASusers web forum. Since I am on the programming committee, I can also bring forward learning ideas from users and help to bring them into creation. I want to be an active listener to the users because this group has a lot of experience and ingenuity, and it deserves to be shared and recognized.

Hello KLAS users,

Please note that KLAS does not yet officially support Windows 11. While we have had users running successfully on version 21H2, we now have reports from users running Windows 11 version 22H2 that it is not compatible with KLAS. This version is newly released and in the initial stages of roll out.

We are working to identify and resolve the issue, but it may take some time.

If at all possible, please do not upgrade to Windows 11 version 22H2.

We will let you know once we have solved the compatibility issues and Windows 11 is fully supported with KLAS.

From Sam Lundberg, President, KLAS Development Advisory Committee:

It’s been a few months now since the KLAS User Experience Survey circulated, and the KLAS Development Advisory Committee (KDAC) has spent the time pouring over all the answers we received.  Some of you had small, actionable requests that will hopefully be coming down the pipeline soon. Others had big ideas that, rather than being added now, will help inform the next major iteration of KLAS. Finally, are my personal favorite suggestions: small quality-of-life fixes that make each day that 1% easier.  

I can’t say exactly what will be coming next or which features will make it to live. We certainly had some common threads around the Service Queue, updating catalog records, the WebOPAC, and tools to handle Has-Had titles. The changes that DoD makes for patron service are starting to become clear and more feedback on how to mechanically address those changes will be vital. I believe there will also be some training coming to discuss requested features that are actually already part of KLAS, if not always obvious.

The survey was anonymous, so I can’t get into the details of the responses. But I can share some interesting demographics data we gathered. Nearly ⅓ of responses came from users with more than 10 years experience with KLAS. Only 14% of responders use hotkeys constantly within KLAS, while 30% use them occasionally and 29% never use them at all.* The klasusers,com discussion forum is still under-appreciated with only 33% of responders saying they use it to interact with the KLAS community, but almost 70% attend the KLAS Conference, webinars, and/or the listserv. Reviewing anonymous survey responses proved tricky because we found many suggestions we wish had more detail or clarification, but that’s the tradeoff for honest feedback on what’s wrong now as well as what we want in the future.

Of course, the conversation doesn’t end with the survey. Keystone and KDAC are always looking at the forum, the listserv, the various live training sessions and presentations (organized or organic), and all other ways users talk to one another. Also, we invite you to speak with any KDAC officer directly about anything you’d like us to put forward. Development is an ongoing conversation about what would be good to add, but also about priorities and allocation of resources. Even if you know something you want is in the works or on the table, be sure to also let us know the importance of that change or feature to you or your library so it can get that extra oomph behind it.

Finally, because I haven’t said it yet in this letter, thank you all for your participation in the survey specifically and the broad mission of KLAS Development generally!

*Note from Katy: If you are among those who don't know what they Keyboard commands are or who need a list to help you become more familiar with them, check out the KLAS Keyboard Shortcut page for a reference. 

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

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

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

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

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

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

Site visit photos: 

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

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

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

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

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

Every Instructional Resource and Material Centers throughout the nation is trying to do the same thing, and that is to make sure that every student with a visual impairment has what they need. In the month of August all schools will be returning to session, this means a stress test of all our processes and practices. There is no one size fits all for resource centers, we all meet the need in our own way. But, there is power in discussing how we do what we do. It gives the space for others to be creative with ideas they may have not thought of. At the very least we might not need to re-create the wheel because our neighboring state might have an amazing solution to the problem that we are facing. Below are three narratives of how Oklahoma, Colorado and Arizona prepare for the summer and the start of the school year:

From Pepper Watson, Oklahoma Instructional Materials Center:

Around the first week of May, we send out an email asking for the names of all graduating seniors. In June, we also do a query for seniors and compare lists to see who is actually graduating and who will remain for Adult Studies. We then make sure all graduating seniors have returned all items checked out to them. At this point, we either mark them GRADUATED and delete their account from our system (required by our State Dept of Ed) or contact the TVI about items still needing to be returned.

All textbooks are due back to the AIM Center by June 15th so the first thing we do at the beginning of June is find out what books have not yet been returned and send out notices to those TVIs. (Most of our school districts get out May 15th so we have most materials back by the end of May).

During June we also conduct inventory on all 5822 shelves in the AIM Center. I have a staff of four and it takes us all of June to get this completed. Upon completion, we run an inventory report and begin to restock our shelves for the next school year. (We do this throughout the year, but we concentrate efforts now when school is out, and we have a bit more time).

I, personally, do a lot of KLAS maintenance during this time. Everything from lost items to creating new equipment and textbook holdings to updating patron records. If we have a copy of the new APH catalog, I also use this time to update prices in the vendor catalog in KLAS. This saves a bit of time later down the road and also gives me an idea of how much price increase we are dealing with overall. (This year the price increases have been steep, especially on textbooks!)

I divide my federal fiscal year into quarters on my calendar. I then divide my total FQ funds by 4 and make note on my calendar how much I should have spent by each of these dates. I started doing this about 7 years ago and it’s an easy way of tracking funds, so we aren’t going crazy the last month to spend all of our money. We are very fortunate in that we have moveable shelving and have a lot of storage space. Therefore, we can keep our shelves stocked and have very little wait time to get products out to our students.

From Jim Olson, Colorado Instructional Materials Center:

Start early: CIMC has a book order deadline of April 1st every year. For example, the deadline for 2022-2023 book orders was April 1, 2022. We will accept book orders any day of the school year, but do not promise that the TVI will have even one volume of braille if the order is received after the deadline. Of course, we do everything possible to fulfill every book order no matter what time of year it is received. This puts some responsibility on the TVI to coordinate with the classroom teachers to ensure book orders are submitted in a timely manner.

CIMC staff tracks which students typically receive books from us and will reach out to TVIs if they have not ordered books for their student by the deadline. TVIs are busy people! They have a lot on their plate, caseloads change often, and students move around. Contacting the TVI if they have not placed book orders for a particular student saves the CIMC and the TVI a lot of stress later on.

Ship book orders to districts before June, if possible, if we are pulling from our inventory or if the vendor is able to fulfill our order early. A lot of our TVIs like this because they know they have the book waiting for their student when school starts in the fall. This also lessens the workload for the CIMC staff in August since we have already shipped. We try to clarify with TVIs when they place the order whether or not we can ship during the summer months. Making a note in the Material Request module of Klas regarding dates we can or cannot ship for a particular order has helped us stay organized. If you make the note when you create a new order (in the shipping instructions box) it will print on the packing slip. Easy for staff to identify if we are shipping or holding the order. We also put the email address of the TVI who is receiving the book in the shipping instructions box. Any time we ship orders we send a quick email to the TVI so they know to be watching for the shipment to arrive.

Mid-July: Contact braille vendors who still have open orders. Run PO/Requisition listing report in Klas. If possible, we try to let TVIs know the status of their open orders before school starts.

From Jared Leslie, Arizona Instructional Resource Center:

We begin the conversation with teacher in our districts when we begin the Federal Quota Census. In January when we are sending notice about the census, we include language about best practices of thinking for the next school year. This could mean preparing for your equipment needs or your textbook needs. After the census is fully completed in March, we begin our conversations that are singularly focused on equipment and textbooks.

This email notification shares with all teachers what items are checked out including consumable items. Then the teacher indicated what items we expect back at the resource center for inventory and quality checks. If an item or text is going to be utilized next year or over the summer teachers have the option of renewing a checked-out item. After the renewals we begin to start receiving the returns, we get about 2,500 to 3,000 different items that are returned during this time. It takes us about 4-5 weeks to fully process the returns after they are all fully received. At that same time, we are fielding new equipment orders and new textbook orders. Our Quota orders do not get filled/ordered until about halfway through the summer. Our textbooks start ASAP.

Once returns are completed and all our titles are placed with our transcribers, then preparation for shipping begins. The space that we used for receiving returns transitions to a staging area for outbound shipping. We pre-box up all of the items that have been requested waiting for the week for when teachers return. Once we have a confirmation of the teacher work week in a district, we then ship out the completed orders. This allows for items to have less of a likelihood of being lost or misplaced.

As students arrive, this prompts another ordering wave, which is considerably smaller than the summer wave. But, because of this fact we need to maintain some capacity for item fulfillment and braille transcribers.

In this week's blog post and latest in our "Stars of Keystone" series, we're excited to introduce the newest member of the Keystone Customer Support Team! She's been with us since early July, and we are already benefiting from her contributions to our support services. So, please join us in welcoming Katharina!

Basic Stats:

Name of Staff Member: Katharina Stevens

Year Hired: 2022

Current Job Title: Customer Support Specialist

Getting to Know You Q&A:

Q: What are you most excited about / looking forward to as a new KLAS customer support specialist?

A: I think reading and access to books is very important. In America we are blessed with an over abundance of resources though we don’t always realize it. I’m excited to be a small part in promoting and improving access to reading materials.

Q: What did you do before working for Keystone?

A: I was the school librarian at an international school in East Africa for nine years. The only wildlife I saw in my yard were geckos, birds and stray cats but coworkers had monkeys that would visit.

Q: What are your hobbies outside of work?

A: Reading, traveling, board games and being an aunt.

Katharina standing in front of Victoria Falls, Zimbabwe.

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

A: New Zealand & Australia and then somewhere in South America so I can say I’ve been to all continents (except Antarctica).

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

A: While in East Africa my housemate and I found two puppies in the field across the street. The mama was the neighborhood stray so we ended up taking the puppies. Roo and Stoney (named after a Ugandan ginger soda) needed a bath every day for a month to get them clean and bug free.

In collaboration with the KLAS Users' Group Program Committee, we're excited to announce the next two upcoming KLAS Users' Programs. In August, there will be a roundtable for staff of libraries for the blind and print disabled and in September Katy will be hosting a webinar for all KLAS Users' who want a preview of the new KLAS WebOPAC. Mark your calendars now for one or both of these events and join us! More details about each are below.

8/25/2022 KLAS LBPD Roundtable: Talking Book Topics

Date: Thursday, August 25

Time: 3:30 PM Eastern / 12:30 PM Pacific

Description: With the recent loss of the physical Large Print Talking Book Topics from our Reader Advisory Tool Box, libraries are crafting new strategies to keep readers informed about new titles being added to the collection. Attend our August roundtable to hear how other libraries are addressing these changes and share your own successes in addressing the changes with TBT. 

Hosts:

• Michael Lang, Kansas Talking Books Service
• Maureen Dorosinki, Florida Braille & Talking Book Libraries
• Crystal Grimes, Oregon Talking Book & Braille Library

Recording:

• 8/25/2022 LBPD KLAS Roundtable: Talking Book Topics

9/22/2022 Keystone Webinar: WebOPAC Revamp

This webinar will be recorded and posted to klasusers.com for later review.

Date: Thursday, September 22

Time: 3:00 PM Eastern / Noon Pacific

Description: You've probably heard the good news about an upcoming revamp of the WebOPAC for LBPH. Ready for more info and a first look at our prototype? Take a look at what we have so far and provide feedback to help shape the future OPAC!

Presenter: Katy Patrick, Keystone Systems

Zoom Link & Audio Dial-in Info:

• Zoom Meeting Link: https://us02web.zoom.us/j/88585822893?pwd=VUFabU1NYTBVcmpNRERxem9EQnd3QT09
• Find your local number to dial-in for audio: https://us02web.zoom.us/u/kdA5mXTjhQ 
• Meeting ID: 885 8582 2893
• Passcode: 137231
  
  

An updated version of the KLAS User Group bylaws was presented to the KLAS Users' Group at the business meeting held on Wednesday, May 4, 2022. The members of the Users' Group then proceeded to vote online to accept the bylaws with all suggested revisions effective July 1, 2022.

Our blog post this week is the latest in our "Stars of Keystone" series. This time we're highlighting our newest Keystone staff member, so let's welcome and learn more about George!

Basic Stats:

Name of Staff Member: George Martell

Year Hired: 2022

Current Job Title: Software Development Specialist

Getting to Know You Q&A:

Q: What are you most excited about / looking forward as a new KLAS developer?

A: Much of my life has been spent serving various communities and trying to develop tools that enable people to do more. I love to pursue the promise of technology where it allows us to do things that we couldn’t do before, do them more efficiently, or do things in new ways that were previously thought impossible. Technology has the power to transform lives, and being able to contribute my small part to that gives me purpose.

Q: What did you do before working for Keystone?

A: IT, Safety, and Security at NC State University. Taught Nuclear Power, Radiological Chemistry, electronics repair and design at a Department of Energy Site. Operated, Maintained, and Repaired Nuclear reactors for 10 year, 5 of which I lived on a submarine.

Q: What are your hobbies outside of work?

A: plants, backpacking, pretty much anything outdoors, building things.

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

A: Somewhere I haven’t been before, I love to explore.

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

A: Turtle, had her since I was in elementary school, her name is Urtle (give me a break on the name, I was in elementary school).

A map of places where George has traveled.

Per the recent KLAS Users' Group Meeting, please meet your candidates for the open Users' Group Vice President position. A link to vote will soon be sent to each KLAS organization / library's designated representative. 

KLAS Users' Group Vice President Candidates

Crystal Grimes, Customer Service Coordinator, Oregon Talking Book and Braille Library

Biography: Crystal Grimes is the Customer Service Coordinator for the Oregon Talking Book and Braille Library at the State Library of Oregon. She holds a Bachelor of Science in Information Systems from Western Oregon University and a Masters in Library Science from Emporia State University. Crystal has been at the Talking Book Library since 2012 where she started as a Circulation Technician and has had her current position since 2018. Her current position at the library is defined by customer service, reader’s advisory, and setting up new patron accounts. Crystal is currently serving on two Keystone committees, the Programming Committee and the KLAS Development Advisory Committee (KDAC). In her spare time Crystal loves to read (fantasy is a favorite but she will read anything) and play video games.

Statement of Goals: I’m very excited to work with Keystone and the User group as Vice-President. A goal that I have is to encourage KLAS users to be active in their own learning and experience using KLAS. I want to promote learning and active participation in the KLAS conferences and on the KLASusers web forum. Since I am on the programming committee, I can also bring forward learning ideas from users and help to bring them into creation. I want to be an active listener to the users because this group has a lot of experience and ingenuity, and it deserves to be shared and recognized.

Sam Lundberg, Reader Advisor, New Mexico State Library for the Blind and Print Disabled

Biography: I have been in libraries for nearly a decade now. I cut my teeth on the reference desk in Tippecanoe County Indiana in 2012, before moving to the night shift at Purdue's Library of Engineering and Science. In 2018 I began working at the New Mexico Library for the Blind and Print Disabled as a Reader Advisor and never looked back. I have served on the KLAS Development Advisory Committee since 2019, taking over the KDAC presidency in 2021.

Statement of Goals: The users group should be proactive in encouraging absolutely everyone to ask questions, experiment with new ideas, and participate in the greater discussion. We've opened up so many new avenues for participation with remote conferences and online conversations and I want to expand upon that progress.

At the KLAS Users' Group Meeting held at 1:00 PM Eastern Time on Wednesday, May 4 as part of the 2022 KLAS Users' Mini-Conference Michael Lang, KLAS Users' Group President, presented proposed amendments to the KLAS Users' Group Bylaws. Discussion ensued and the below documents reflect the bylaws changes including feedback from the business meeting. For those who could not attend or wish to review the discussion, the PowerPoint and recording of the business meeting is now available in the KLAS Mini Conference Recordings & Presentations article.

Current KLAS Users' Group Bylaws

• Klas_User_Group_Bylaws_Approved_07-01-2019.doc
• Klas_User_Group_Bylaws_Approved_07-01-2019.pdf

May 2022 Proposed Bylaws Amendments

• KLAS_Users_Group_Proposed_Bylaw_Amendments_.docx
• KLAS_Users_Group_Proposed_Bylaw_Amendments_.pdf

Voting

A link will be sent to a designated representative of each KLAS library / organization to vote on these changes. Voting must be conducted within 30 days and a 2/3 majority is required to approve the changes.

As announced in an earlier Keynotes Blog Post, Keystone staff and the KLAS Users' Group Program Committee are teaming up to bring you an online KLAS Users mini-conference the afternoons of May 3-4. Today, we're sharing a bit more info about what we have planned.

Sessions with interest for all KLAS Users will be held on both days, and we hope you can join us for this free online training and networking event!

• Dates: Tuesday, May 3 - Wednesday, May 4, 2022
• Time: 1:00-5:00 PM Eastern / 10:00 AM-2:00 PM Pacific
• Format: All sessions will be held via Zoom with a dial-in for audio option provided. Also, concurrent Birds-of-a-Feather sessions will be held in 3 separate Zoom breakout rooms.
• Access: Zoom links will be emailed to registered attendees approximately a week prior and posted on this page a day or so before the event.
• Session Recording: All Tuesday sessions as well as the KLAS Users' Group business meeting will be recorded. Birds-of-a-Feather sessions will not.

Agenda:

Tuesday, May 3

Tuesday sessions will be Keystone presented and focused on sharing Keystone company and service updates and new KLAS features and functionality for LBPD, IRC, and others.

• Zoom Meeting Link for all Tuesday sessions - https://us02web.zoom.us/j/88138984215?pwd=RGVIdkEzS1IyRzJXSytIVFVVODB3QT09
• Meeting ID: 881 3898 4215
• Passcode: 667394

Wednesday, May 4

Wednesday features a KLAS Users' Group Business Meeting followed by user-moderated Birds-of-a-Feather sessions. Birds of a Feather (BoaF) sessions are an opportunity to exchange ideas in a casual, group discussion setting. 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, moderators launch the discussion and keep the conversation on topic.

Each of Wednesday's concurrent Birds-of-a-Feather sessions will be accessed via one Zoom link. Once you enter the meeting, there will be 3 breakout rooms you can choose to join (one for each topic).

Dial-in Audio for ALL sessions:

Registration:

Registration is not required, but it will give us an idea of how many attendees plan to attend. Also, persons who register will receive an email approximately one week before the mini-conference with the agenda, Zoom links, and dial-in for audio numbers.

Keystone Systems is pleased to announce an updated version of the Scribe, our duplication on demand appliance.

The Scribe 2.0 merges the current Scribe components into a single unit thus providing the computing and storage of the Scribe Mini along with the duplication slots of the Scribe Tower in one device. It is a smaller package, with the cartridge slots being more tightly packed than the current Scribe Tower and new shelving units on each side providing organization for the mail cards.

The new design makes use of a manufactured computer case, meaning we longer need to manufacture Scribe Tower cases locally which was one of the recent bottlenecks in filling Scribe orders.

The Scribe 2.0 maintains the light strips to provide the status of each duplication slot by indicating whether it is duplicating a cartridge, completed, or has encountered an error. However, the hardware controlling the light strip has been updated to a new component we can control, with the expectation that the lights remain more reliable.

(click on the image for a closer look)

All Scribe Systems (whether a standalone Mini, a Mini plus Tower, or the new Scribe 2.0) have access to the same functions, including the web monitor, regular and walk-in duplication modes, and the upcoming ability to unlock and repurpose white NLS cartridges.

Due to increases in the prices of components, please call 800-222-9711 or email () for current pricing. Existing orders for Scribes will be fulfilled with Scribe 2.0 systems, and the pricing at the time of order will be honored.

Keystone is excited to announce that we've signed an agreement with the National Library Service for the Blind and Print Disabled (NLS) to allow our Scribe Duplication on Demand system to unlock the white, pre-loaded NLS cartridges for repurposing.

Our developers have already begun working on adding this feature to KLAS and expect the initial release of this new functionality to be in the next month.

We plan for the unlock process to be very simple. When you plug a cartridge in to the Scribe to duplicate onto it, the Scribe will check to see if the cartridge needs to be processed. If the cartridge is one the system hasn't seen before, it will process it, ensure we can unlock it, and then follow the NLS guidelines setting the passphrase to be consistent across the network for all repurposed NLS cartridges.

For any cartridges that can't be processed as part of duplication, there will also be a separate mode which allows staff greater control, ensuring all cartridges can be processed and unlocked.

We know this functionality is something our current and future Scribe libraries have been hoping for, and we're thrilled to now be able to bring it to you! Be on the lookout for a Weekly Wrap-up in the near future which will detail exactly which KLAS release includes the capability for Scribe to unlock ALL NLS cartridges. 

Please be sure to let customer support know if you have any questions about the timeline or implementation process.

Did you attend our last webinar on Serials for Duplication, or watch the recording? Our panelists did a great job talking through their approaches and processes, and answering questions from attendees. Since this is such a big topic, with plenty of new complexities thrown in by the transition to Duplication, here’s a little extra follow-up.

To separate by Medium, or not?

In the roundtable, you heard some of our panelists use a separate Medium, such as “LDS,” for locally duplicated serials. Others use the same DB Medium used for books and physical DB serials. We covered some of the reasons in the roundtable, but just to clarify in black and white:

• Both approaches work—choose the one that fits your library’s needs.
• Using a separate Medium requires the patron to have a separate Medium Profile and a separate Service Queue.
• This allows you to set a Cutoff, Max Per Cart, and other settings that apply only to Magazine cartridges.
• This means Duplication Orders only contain books or magazines, never both.
• For Scribe, a separate Medium allows you to set a different leaflet or announcement file to include on Magazine vs book cartridges.
• We are looking into methods for separating Dup Order batches for handling by Medium, but nothing is in place just yet.

If you want to start Duplicating Serials as a separate Medium, several pieces of set-up will be needed. Contact Customer Support to get started.

Receive an Issue to trigger Retention

Some issues have been reported with getting Duplication-only Serials to obey the Retention settings. This is because the settings are attached to the Holding, which is associated with inventory. In other words, it was programmed expecting physical circulation, before we had any inkling of the need to duplicate serials on demand.

Right now, KLAS is not following Serial Retention settings if there isn't at least one Copy of an issue. So the fix is to Receive at least one Copy of each issue, even if you only plan to circulate the issue using Duplication. This allows you to “activate” the settings associated with the Holding, such as Retention.

Subscription Start Date

John Owen shared this tip in the roundtable. To prevent unnecessary Serial Reserves being created (and Assigned if the patron is not yet set up for Duplication), set the Start Date for new serial Subscriptions to tomorrow.

By forward-dating the subscription, you tell KLAS not to run the usual programs designed to get physical inventory assigned and out the door to new subscribers ASAP. Instead, the subscription will quietly become active overnight, overnight, and all new issues will be added to the patron's Service Queue as they are Received and the eDocs created.

We hope these insights are useful as you enter the brave new world of providing serials within a duplication on demand service model. As always, please don't hesitate to contact support with any questions.