- Katy Patrick
- Knowledge Base
The following MARC records have had diacritic marks or other issues corrected. Please upload these files in place of the NLS version.
For more information on uploading MARC Records, see Are Your Records Up-To-Date? on the forums.
Note: You must be logged in to view and download these files.
Latest Updates
Additional December files were uploaded 12/23/2024.
The November/December TBT Query Set was uploaded on 11/15/2024.
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- Andrea Ewing Callicutt
- Knowledge Base
Volunteers makeup an important part of the Library for the Blind & Print Disabled (LBPD) / Talking Book Library community and contribute greatly to their success. Each library utilizes volunteers uniquely; from shelving and circulation to readers advisory to recording content. Join the KLAS program committee for a presentation from a few of our outstanding network libraries discussing how they train and deploy their volunteers, and how they use KLAS to support and manage them.
This free, online session was held via Zoom on January 11th at 3 PM Eastern / Noon Pacific.
Recording
Downloads
- Katy Patrick
- Knowledge Base
Below is the recording for our November 2023 KLAS Q&A with Katy webinar.
References:
- Katy Patrick
- Knowledge Base
Below is the recording for our October 2023 KLAS Users' Meeting at the APH Annual Conference.
Slide deck: KLAS IRC Users at APH2023 - pptx
References:
- Katy Patrick
- Knowledge Base
Do you have questions about equipment or patron transfers in KLAS or just feel a little uncertain? Not sure how PIMMS factors into the equation, or what to do if a patron is transferring out of the country?
The new KLAS Transfers Manual aims to answer those questions and more!
Like the Reader Advisors Manual and the Front Desk Manual, this document was designed for easy reference both in print and digitally. We also made every effort to insure this document is accessible for AT users, though the AT Reference Guide may still be helpful in providing additional screen context and description.
A few tips for using this manual:
- If printing, I recommend printing the first page single-sided, and the rest of the document double-sided for the best formatting.
- If annotating the file to add local policies, consider using Word's comments feature which will maintain the pagination, plus make your comments stand out for easy identification.
- If using the manual in Word, turn on an interactive index by selecting the View ribbon, then marking the Navigation Pane checkbox. In the document itself, Ctrl-Click any section or page reference to jump to that section (including from the Table of Contents).
- If using the manual in a PDF reader, the interactive index and hyperlinked references should be available by default (depending on the program used).
I hope this manual will prove helpful for all your patron and equipment transfers!
Last Updated 08/01/2025
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Did I miss something? Let me know!
- Katy Patrick
- Knowledge Base
While the KLAS UI is fixed in size and shape, the font face, size, and boldness can be adjusted using an ini file. To use the example text file, rename it from user.txt to user.ini and save it in the location indicated in the instructions (you will need to create the folder and subfolder).
If you have difficulty modifying your fonts, or need any additional assistance in making KLAS meet your access needs, please contact Keystone Customer Support at or using the Support button on this page.
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- Katy Patrick
- Knowledge Base
We're so happy that we got to see many of you in person again at this year's NLS Regional Conferences!
The slide deck used in each of the regional meetings is now available for download:
We hope to continue the conversation, and see you all again soon.
- Katy Patrick
- Knowledge Base
Are you looking forward to circulating electronic braille for your patrons? Curious about braille Duplication but not sure where to start?
On April 13, James Gleason, Deputy Director, Perkins Library, and Katy Patrick, Technical Writer, Keystone Systems, discussed some cleanup you may want to work on, settings to check on or think about, and the setup Keystone can do for you.
Below are the slide deck in PowerPoint and PDF format, chat transcript, and webinar recording:
- Katy Patrick
- Knowledge Base
The adjusted release list for 7.8.31 was uploaded October 24, 2025.
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- Katy Patrick
- Knowledge Base
After release of the Front Desk Service Manual, of course we started discussing a Reader Advisor's version.
This manual is not meant to cover every screen or function in KLAS, and the Intro to KLAS Manual will still be maintained for a more in-depth, screen-by-screen approach. Instead, this manual aims to cover some of the most common workflows and tasks for Reader Advisors, as well as providing a reference for some common terms and functions used throughout KLAS.
We've put a lot of thought and discussion into what to cover, as well as what not to cover. Each topic should be something that is likely to be permitted for even newer RAs, at least somewhat consistent across libraries, and reasonable to explain in only a page or two. For example, we considered a How to Add a New Patron section, but that process is so heavily dependent on individual library policies that we decided to omit it. However, most of the component tasks of setting up a new patron, such as adding Preferences and a Service Queue, are covered.
We have made every effort to make the document accessible for AT users, though the AT Reference Guide may still be helpful to provide additional screen context and description. We also now provide an AT-specific version of the manual which is text-only. Both versions include keyboard command and menu options in the instructions, but the AT version omits references to toolbar buttons.
A few tips for using this manual:
- If annotating the file to add local policies, consider using Word's comments feature which will maintain the pagination, plus make your comments stand out for easy identification.
- If using the manual in Word, turn on an interactive index by selecting the View ribbon, then marking the Navigation Pane checkbox. In the document itself Ctrl-Click any section or page reference to jump to that section.
- If using the manual in a PDF reader, the interactive index and hyperlinked references should be available by default (depending on the program used).
I hope this will be a helpful document for training new staff, or for existing users to fill in some gaps!
Last Updated 7/14/2025
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- Katy Patrick
- Knowledge Base
Below is the recording for our October 2022 KLAS Users' Meeting at the APH Annual Conference.
Slide deck: KLAS IRC Users at APH2022 - pptx
- Katy Patrick
- Knowledge Base
Below is the recording from our September 22, 2022 Keystone-presented webinar on the WebOPAC Revamp.
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
Chat Transcript: 09-22-2022_WebOPAC_Revamp_Chat.txt
- Andrea Ewing Callicutt
- Knowledge Base
Below is the recording from our August 25, 2022 KLAS LBPD Users' Roundtable on Talking Book Topics.
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. Our August roundtable explored how other libraries are addressing these changes and share your own successes in addressing the changes with TBT.
Host: Michael Lang, Kansas Talking Books Service
Panelists:
- Maureen Dorosinki, Florida Braille & Talking Book Libraries
- Crystal Grimes, Oregon Talking Book & Braille Library
Chat Transcript: 08-25-2022_KLAS_Roundtable_Chat.txt
- Katy Patrick
- Knowledge Base
The Rating Unrated Books (RUB) project allows volunteers across the NLS network of libraries to share content information about previously unrated books. But how do you take all that information from the spreadsheet and get it into KLAS?
In short, you need to filter the spreadsheet to generate a list of KLAS IDs for each subject to load, load each of those lists as a query set, and use the Add / Remove Headings tool to apply the subject heading. For full instructions of how to do this, including both the Excel process and the process in KLAS, please see the following instructions. The process can be adjusted to meet your libraries standards, such as whether you track both "some strong language" and "strong language" or only one level.
Please note: because the Add / Remove Headings tool makes changes to a large number of titles at once... there is also the potential for a mistake to be applied to a large number of titles at once. If you have questions about this tool, or if you think something has gone wrong, please contact Keystone Customer Support.
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- Andrea Ewing Callicutt
- Knowledge Base
The PowerPoint presentations and recordings of the 2022 Online KLAS Users' Mini-Conference sessions held on Tuesday, May 3 and Wednesday, May 4 are now available.
Tuesday, May 3
KLAS New Features for Libraries for the Blind & Print Disabled
- PowerPoint - NewFeatures-22-5-lbpd.pptx
Keystone Updates
- PowerPoint - MiniUC2022_Keystone_Updates.pptx
KLAS New Features for Instructional Resource / Materials Centers
- PowerPoint - NewFeatures-22-5-lbpd.pptx
Wednesday, May 4
KLAS Users' Group Business Meeting
- Andrea Ewing Callicutt
- Knowledge Base
What resources are available to help new users get up-to-speed on KLAS, and what is still needed? Come find out what's on offer and provide your suggestions and requests for future offerings at our April Keystone-presented webinar.
- Date: Thursday, April 7, 2022
Recording:
The discussion references North Carolina Accessible Books and Library Services' KLAS Users' Guide LibGuides page.
Download:
- Andrea Ewing Callicutt
- Knowledge Base
Our March KLAS LBPD Users' Roundtable occurred on Thursday, March 17 at 3 PM Eastern / Noon Pacific. During this session, user panelists discussed the ins and outs of Serials Duplication using KLAS. Additionally, members of Keystone staff will be available to answer questions, listen to feedback, and provide insight. So, set aside an hour and join us for to learn more about handling Serials circulation within a Duplication on Demand service model.
KLAS LBPD Users' Roundtable: Serials Duplication
User panelists included:
- Josh Easter, SD
- David Statz, MN
- Teresa Kalber, CO
- Amanda Diggs, KS
The recording of this roundtable is now available for review:
- Andrea Ewing Callicutt
- Knowledge Base
For this quarter’s IRC webinar, we had a Roundtable on the APH Census, with discussion on how you go about the census process and how KLAS can better support that work. It was held on Tuesday, February 22nd.
Roundtable speakers were:
- Jared Leslie, Director of Media and Development, Foundation for Blind Children in Arizona
- Sally Shreck, Specialized Media Coordinator, Maryland School for the Blind IRC
- Allen Huang, Director of Accessible Instructional Materials and Outreach Services, Tennessee Resource Center for the Visually Impaired
- Kathy Segers, Educational Consultant, Tennessee Resource Center for the Visually Impaired
The recorded webinar is now available:
- Katy Patrick
- Knowledge Base
Do you make use of the Front Desk module?
A recent update added the patron Contacts tab, replacing the address section of the Patron Data tab to ensure there are no discrepancies between the data stored in the Patron and Front Desk modules. We've also done some work to sync the functions available for the Service Queue and Orders tab, so everything you need is in both modules.
All this got me thinking about the Front Desk more generally, and how it's used.
We created this module to (you guessed it) service a library's front desk, where staff need easy access to both quick check-in and check-out and basic patron maintenance functions. While the Front Desk module is designed for handling walk-ins, I think it's also great for those doing a mix of circulation and patron services, and who don't need or want to learn the full patron module. Part timers and volunteers may find Front Desk has everything they need, without as much of what they don't.
To help those only needing to help the occasional walk-in at a front desk or an outreach event, we created the Front Desk Service Manual. While it does stray outside of the Front Desk module where needed, this guide is intended to grant quick-and-easy access to the top patron service functions. I hope it will help those who need a little refresher or a touchpoint as they perform occasional customer service tasks. It is formatted to be printed and put in a binder, but also intended to be Screen Reader friendly, with the keystrokes needed for an AT user to complete tasks just as conveniently as sighted users.
Initially targeted for a specific library with a higher need for it, I'm now putting it out for general use. Please let me know: is this missing any common tasks for front-desk, part time, or volunteer users? Do you need a Gutenberg version? Also, beyond the document itself, I'd love to hear if and how you use the Front Desk module!
Notes for printing:
- If printing for a binder, ensure all two-page sections will be open spreads by printing the first page single-sided. Then print pages 2-14 double-sided.
- If you are not a Scribe library, remove those sections from the table of contents by deleting pages 13 and 14. Then right-click anywhere in the Contents section and select "update field."
- Andrea Ewing Callicutt
- Knowledge Base
On Tuesday, January 25 at 2 PM Eastern / 11 AM Pacific we hosted a webinar discussing "Cataloging for Duplication" . During this online training, Katy addresses topics such as including handling withdrawn titles, updating new title records without physical copies coming in, and what eDocs are and where they come from. Below is the recording of the webinar. Run time is 1:01:53.
- Katy Patrick
- Knowledge Base
The recording from the 12-14-2021 APH Integration Update webinar is now available.










