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!

• Zoom Link: https://us02web.zoom.us/j/87243860587?pwd=TmFvSHpINkxmVUZXalBqVVlGRmYvZz09
• Dial-in for Audio: https://us02web.zoom.us/u/ki2f3Rw3C
  • Meeting ID: 872 4386 0587
  • Passcode: 932252

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.

Well, IRCs, it's about that time again... and I'm not talking about the Holidays (though I hope they're merry). Instead, I'm talking about the APH Census!

If you have questions, need set up or other support, and / or have a set timeline for when you want to get started, please let us know sooner rather than later. 

Some things to think about:

Patron Census Notice

Do you mail or email a census notice? If so, are there any changes you need to make to the text or formatting of the notice? Do you remember how to generate it?

Queries & Reports

Do you know how to query for registered students who haven't been updated? How about querying for students that have aged out or changed grade brackets? All students or teachers with Items currently checked out? 

Check your Saved Queries and let us know if there are more you need.

Run the Related Patrons Listing (Patron module - Reports menu - Registration). Will this be helpful for your Census process? Are there any other reports you ran last year? What reports do you have questions about?

Relationship Statuses

Do you use (or want to use) a "Registered" relationship status to easily distinguish between a district's APH-qualified students and other students receiving non-APH services? 

Do you need to make any other changes to the relationship types and statuses available? 

Updating Patrons

Will your staff be updating the patron records, or will TVIs make changes using WebOrder? 

Is your staff up-to-date on how to update records and any policy or reporting changes this year? 

If changes will be made using WebOrder, do you know how to find updated students for review? (Hint: Requiring a Note makes this much easier!)

Does your patron module have the correct options in all the drop-down lists, or do you need changes?

This month is going to fly by! So please save yourselves and our support team a little panic by considering these questions and your census process as a whole, and letting us know what you need with time to spare.

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.

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.

Hey, IRC KLAS-users! We’ve got several things of interest for you this week including:

• an updated Intro to KLAS user guide for IRCs
• an upcoming webinar to talk APH Integration
• and best of all, a shiny new email listserv

Let’s talk details...

Intro to KLAS for IRCs

I’ve just posted an updated version of this user guide to the Knowledge Base. It includes an overview of all the main KLAS screens and some of its primary functions. You’ll find the download on the Intro to KLAS for IRC Users page.

Note: This manual was originally designed for print, and the images are not described. If you use Assistive Technology or otherwise cannot benefit from undescribed screenshots, please see the AT Reference Document as well for contextual information and text-only screen contents. 

Upcoming Webinar

Don’t forget! The 12/14/2021 APH Integration Update Webinar is coming up fast, and we’d love to see you there. During this session, we plan to demonstrate KLAS screens, discuss planned workflows, share development updates, take suggestions, and answer questions.

Not sure what the APH Integration is, or wondering how it will help? Something in particular that you really, really hope it will do? Don’t miss this chance to get the inside scoop and make sure we know your priorities!

KLASusers-IRC Listserv

The main KLASUsers email listserv is available to anyone and everyone who uses KLAS... but with the transition to Duplication service, the need to keep up with NLS cataloguing, and just being a rather large and well-acquainted group, the LBPD / Talking Book Libraries tend to dominate the discussion.

We love hearing so much from them and seeing them use the list to work with each other, but we understand that you don’t need all that cluttering up your inboxes.

In an attempt to facilitate communication with and amongst our KLAS IRC Users', we've setup a new e-list specifically for you. We will cc: the new e-list with the KLAS Users' Weekly Wrap-up each Friday, which contains the latest KLASUsers.com content, release updates, forum posts, etc. for ALL KLASUsers. Otherwise, all emails to this list will be kept IRC-specific.

We hope you’ll subscribe to the listserv and join the discussion!

On Tuesday, December 14, 2021 at 3 PM Eastern / Noon Pacific Katy and Kyle will be offering a live webinar focused on sharing information and details about the integration between KLAS and APH's ordering system and catalog of products. During this session, we plan to demonstrate KLAS screens, discuss planned workflows, share development updates, take suggestions, and answer questions. We invite any and all Instructional Resource / Instructional Materials Center users to mark your calendar now and join us for this special Keystone webinar!

• Date: Tuesday, December 14, 2021
• Time: 3:00 PM Eastern Standard Time / Noon Pacific Standard Time
• Zoom Meeting Link: https://us02web.zoom.us/j/87018666883?pwd=WUZhSW5YVTBwRmxlVnRIQlpwZHhjUT09

If you have any questions or comments you wish to submit in advance, you can send them to:

In the meantime, we invite you to review the recordings of the APH 2021 KLAS IRC / IMC Users' Meeting from 10/12/2021 and the recent KLAS IRC / IMC Users' Roundtable held on 11/3/2021 during which we discussed the current status of the KLAS / APH Integration Project.

Full Connection info:

Join Zoom Meeting: https://us02web.zoom.us/j/87018666883?pwd=WUZhSW5YVTBwRmxlVnRIQlpwZHhjUT09

Meeting ID: 870 1866 6883
Passcode: 632597
One tap mobile
+19292056099,,87018666883#,,,,*632597# US (New York)
+13017158592,,87018666883#,,,,*632597# US (Washington DC)

Dial by your location
        +1 929 205 6099 US (New York)
        +1 301 715 8592 US (Washington DC)
        +1 312 626 6799 US (Chicago)
        +1 669 900 6833 US (San Jose)
        +1 253 215 8782 US (Tacoma)
        +1 346 248 7799 US (Houston)
Meeting ID: 870 1866 6883
Passcode: 632597
Find your local number: https://us02web.zoom.us/u/kda33PJihT

Today, I want to share a few items of particular interest to our Instructional Resource / Instructional Materials Center users including the upcoming users' meeting at APH, an update about our APH integration project, and a new IRC addition to our Users' Community. Read on for more info about each.

KLAS IRC / IMC Users at APH 2021 Annual Meeting

As you have probably heard, the 2021 American Printing House for the Blind Annual Meeting will be online again this year. 

• KLAS IRC Users' Group Meeting at APH 2021: Tuesday, October 12 at 3:00-4:30 PM Eastern / Noon-1:30 PM Pacific

We are hosting the 2021 KLAS IRC / IMC Users' Meeting on our Zoom account.

Meeting Agenda:

• Keystone Update & Current Customers
• Community, Training & Events
• New KLAS IRC Features
• Upcoming Development
• Questions & Discussion

Meeting Invite:

Join Zoom Meeting: https://us02web.zoom.us/j/88072964152?pwd=NUltTVdISVRBS0VuS0Fud2VsUTZmQT09

Meeting ID: 880 7296 4152
Passcode: 167077

Dial-in for audio:
+1 929 205 6099 US (New York)
+1 301 715 8592 US (Washington DC)
+1 312 626 6799 US (Chicago)
+1 669 900 6833 US (San Jose)
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
Find your local number: https://us02web.zoom.us/u/kkZmZM6Wu

September 2021 APH Integration Status Update

During our August 24 KLAS New Features Webinar Katy shared the latest info on our ongoing project to integrate KLAS with APH's catalog and ordering system. We know many of you are excited and anticipating the completion of this integration project (as are we) because it means much less data entry and duplication of effort for your staff.

I asked Kyle Honeycutt, Manager of Software Development, for any additional updates he may want to share with our IRC / IMC users. This is what he said:

Using a tool called "PostMan," I have been able to successfully retrieve catalog information, post orders to their test system, and retrieve status of orders. I am in contact with APH and their contractors regarding what information is mapped in which fields, and what criteria to query on to retrieve exact catalog availability. Once all these questions are answered, the next step will be adding calls to these services within the KLAS programs.

Basically, we are using a known testing tool to confirm that the services work as expected, and that we know exactly how to consume them. Then we will introduce the complexity of consuming the processes from within KLAS.

What that means is: we're making good progress and using known tools and processes to accomplish the integration. At this point, our development needs to verify the item information being pulled from APH's catalog is identified correctly and then setup the service to pull it into KLAS in a logical manner.

New IRC Installation

Finally, I want to welcome a new instructional resource center to our KLAS Users' Community!

The West Virginia Instructional Resource Center began their implementation of KLAS this week with an onsite visit from Marion and Mitake. We're excited to work Debbie and her staff in the next few months as we learn their workflow, policies, and process and how to best make KLAS work for their organization and clients. 

We're excited to have them on board, and hope you'll join us in extending a warm welcome.

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

Scenes from our first IRC Sympoisum:

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

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

Nancy starts the day talking about KLAS WebOPAC and WebOrdering.

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

 As always, Keystone will feed you into submission.

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

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

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

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

2021 KLAS Users' Conference

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

IRC KLAS Administrator Online Training 

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

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

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

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

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

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

10/22/2020 KLAS IRC Users' Roundtable

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

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

2021 KLAS Users' Conference

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

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

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

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

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

We look forward to "seeing" you there!

Our KLAS Users' Group officers contacted some KLAS users to ask them to share how their library / organization is faring and what policy, service, or other changes they may have enacted in response to library closure or limited staffing related to Covid19. We welcome submissions from any KLAS user who wants to share their experience during this time. Please contact Chandra Thornton, President, KLAS Users' Group or Drea Callicutt, Keystone Systems if you're interested in contributing a post.

Our next guest blog post in response to this request is from Kathy Segers, Director of Accessible Instructional Materials and Outreach Services, Tennessee Resource Center for the Visually Impaired.

TN RCVI COVID-19 Plan Implementation

As a result of the COVID-19 Pandemic, Tennessee RCVI and Outreach Services, has developed a detailed action plan to support local school districts to be able to continue to serve students with visual impairments, by providing accessible instructional materials and devices to the district and or the parents. The following is an outline of the activities that have been put in place.

• A copy of the TN RCVI COVID-19 Guidance was sent to all Directors of Special Education and Teacher’s of the Visually Impaired in March of 2020.
• A copy of the TN School for the Blind Outreach Department Guidance was sent all Directors of Special Education and Teachers of the Visually Impaired in March of 2020.
• TSB Outreach teachers are working with each local school district that they serve and are offering support for the students on their caseload which focuses on providing access to the instructional materials that the district is using. This is based on guidance from the TN Department of Education.
• Local districts were asked to share their home contract information to facilitate communication while everyone is working from home. This was well received.
• Local districts were asked to order materials needed by their students at home using KLAS. They were asked to submit the parents address where the student materials needed to be shipped before placing the orders so we would have time to enter the data in KLAS. Students names were not used to protect privacy. This has worked very nicely.
• TN RCVI has shipped on demand APH Materials and equipment that students were previously using in their local school districts to the homes of students for them to use to have access to the materials used by the local school districts. For example, if they used a Perkins Brailler or Matt Connect prior to the Pandemic, we would ship one to the home if the student could not gain access to the one at school. No new devices that the student has not previously used are being sent at the present time.
• TN RCVI has sent daily information out the parents, TVI’s, and LEA’s about accessible trainings for teachers and students, i.e., free JAWS/Zoomtext for student until June 2020, APH ExCEl Academy Training for Students with VI, Etc.
• RCVI just launched its May Newsletter, ACCESS VI with instructions for ordering and returning materials.
  New protocols for sanitizing equipment and books that are returned to TN RCVI have been developed are being used following EPA and CDC guidelines
• All staff at TN RCVI are wearing gloves and masks when in the building and are socially distancing, We are trying to have only one or two staff members in the building at one time for now.

If you have any questions about our COVID-19 Response, please contact me at

I am excited to share a new online effort to bring IRC / IMC users of KLAS together for idea sharing, feedback, and networking. Jen Buzolich (Vice President, KLAS Users' Group) and Cyndi Reimer (Chair, KLAS Development Advisory Committee) will host an online IRC Roundtable in a similar vein as KLAS Users' Conference Birds-of-a-Feather sessions. We invite you and any other staff from your organization that can attend to do so. Below is the info on how to join as well as the agenda the first Online KLAS IRC Roundtable.

KLAS IRC Roundtable

Date: December 11, 2019

Time: 1:00-2:00 PM Eastern / 10:00-11:00 AM Pacific

How to Join:

Platform

WebExMeeting link: https://cde.webex.com/cde/j.php?MTID=md36b8ee4733665d86f257e65a81895ca

Meeting number: 924 810 855

Password: FBkjNPbr

Join by Phone

1-8663901828 Call-in toll-free number (ATT Audio Conference)

1-2167067075 Call-in number (ATT Audio Conference)

Access Code: 631 177 4

Agenda:

1. Welcome & Introductions
2. Favorite Features
       a.    Participants will be asked to each share out about one of their favorite features of KLAS and speak to why it is so.
3. Future Planning
       a.    What might IRCs like to see out of these sessions in the future? How often would IRCs like to see virtual meetings such as this?
4. Web Ordering
       a.    California will provide demonstration of how we use this KLAS feature and open up for dialogue.
5. Closure

We hope you have a fantastic Thanksgiving and look forward to any and all who can join us on December 11!

It’s been a while since I’ve posted a 7.7 Rollout update! Back in July I posted about how the process works; all of that is still ongoing. However, now that 7.7 for IRCs is imminent, it seemed like a good time for a status update.

Current Status

We now have 10 Keystone-hosted and 3 self-hosted libraries running Live on 7.7!

More are testing their Preview databases, with only a few left on the list (don't worry, your Previews are coming soon).

Development has continued squashing bugs in the new version, as well as continually adding new features and improvements, especially for Duplication Service. (Overwhelmed by the Release Lists or just wondering what might be waiting for you in your next update? Make sure you didn’t miss my last post, a Quick Review of 7.7. Updates.)

7.7 for IRC / IMC

Some of you have been wanting the new version for a while, so I’m glad to tell you that it’s almost here!

A couple considerations:

WebOPAC & WebOrder

The updates to make WebOrder compatible with KLAS v7.7 are nearly complete! This was a major factor holding us back from inviting IRCs onto 7.7, but we’re nearly out of the woods--just some thorough testing and hopefully it'll be ready to go.

For IRCs using WebOPAC: only Version 4 of the OPAC is compatible with 7.7. If you are on Version 3, please get in touch to start the conversion (it’s included in your contract) ... or, if you’ve been considering making the jump to WebOrder, now is a perfect time! Not sure which version you’re on, or just want to see an example of version 4? Check the list of Current OPACs.

Hosting

If you’re Keystone-hosted, you can skip this section. However, those of you who are self-hosted may want to get started now getting your IT on board with 7.7 If you have a Windows server, we will need to install a Linux VM to run the database.

If your IT has any questions or concerns, please pass them along. We’ll be happy to answer anything and provide more specifics.

Ready to go?

If you’re ready to start the migration process and get a Preview database, please send an email to Keystone Customer Support to get on the list!

Keystone is offering a two-day in-depth training, round-table, and user feedback opportunity for KLAS Instructional Resource Center / Instructional Materials Center Users. An agenda with full details of each day's activities will be available soon.

Note: Keystone reserves the right to cancel or reschedule.

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

KLAS IRC Symposium Dates & Times:

• Tuesday, October 29 - Wednesday, October 30, 2019
• Each day's sessions will run from 9:00 AM - 4:00 PM

KLAS IRC Symposium Agenda

IRC Symposium agenda updated as of October 14, 2019. Also, you must be logged-in to klasusers.com to access these documents.

• KLAS v7 IRC Symposium UPDATED Agenda - MS Word
• KLAS v7 IRC Symposium UPDATED Agenda - PDF

Cost:

• $300 for the two-day symposium
• Please make checks payable to Keystone Systems, Inc

Hotels & Airport Transportation Information:

• Travel Information - MS Word
• Travel Information - PDF

Transportation:

Please contact your hotel to arrange shuttle service to and from the airport.
Local transportation to and from the hotel to Keystone's offices will be provided.

Please contact Tracey Fye if you have any difficulty making reservations, or have any questions about accommodations.

Tracey Fye
Keystone Systems, Inc.
Email:
Phone: 1-919-782-1143 or 1-800-222-9711

Registration:

Please use the below Training Registration Form to indicate that you would like to attend.

To reserve your space please register before September 30, 2019.

We're dedicated to supporting each type of organization that uses KLAS. Here are a few examples of our ongoing efforts to connect with and serve our IRC / IMC users:

• Keystone staff attends the American Printing House for the Blind Annual Meeting where we host the IRC KLAS Users' Meeting.
• The KLAS Users' Conference Program committee makes it a priority to seek out / provide KLAS content that appeals our talking book library, resource center, and association users as well as content specific to each.
• In late October, Keystone is hosting an IRC Symposium at our office in Raleigh.

I wanted to take a few minutes today to highlight two upcoming IRC / IMC KLAS user events.

KLAS IRC / IMC Users' at 2019 APH Annual Meeting

On October 10th, Nancy and I will host the KLAS IRC / IMC Users' Meeting at the 2019 APH Annual Meeting. We invite you to join us at 8 AM in the Hialeah Room of the Hyatt to hear the latest updates about Keystone and KLAS, see new features being demonstrated, and provide us feedback about possible future development. Please let us know if you plan to attend before September 30, so we can have enough breakfast and (most importantly) coffee available.

Current meeting agenda includes:

• Welcome & Introductions
• Update on Keystone over the past year - news, new projects & customers, etc.
• Demonstration of new features in KLAS
• Question & Answer session - open discussion of what you need / want from KLAS

If there is anything in particular you want to ask about or to have us cover, please let us know! Your shared experience helps guide future development of KLAS (especially for IRCs / IMCs), and we value your input.

We will also offer four one-hour one-on-one consultation meetings on Thursday, starting at 1:00 PM. To sign up for one of these time slots, please contact me and let me know your preferred time (Ex: 1:00-2:00 PM). Meetings will be scheduled on a first-come, first-served basis.

IRC Symposium

Want an opportunity for even more in-depth training, round-table discussions, user feedback opportunities, and networking with Keystone staff and other IRC / IMC staff? Then make plans to attend the two-day KLAS IRC Symposium on October 29-30 at our office in Raleigh, NC.

We ask that all attendees have a KLAS Administrator role in their local system and authority to change records and policies for their KLAS system.

Interested? 

Here's the planned agenda:

We're offering this specially focused training workshop for $300 / attendee. Check out the "KLAS IRC Symposium" article for further details including travel and accommodations and the link to register.

I sincerely hope to see you at one or both of these events.

Hello, KLASusers! As we start looking towards the Holidays, I thought this might be a good time to check in with the developers and let you all know where we stand with the big projects that we know you all have on your Christmas Wishlists.

KLAS 7.7 is coming!

I know we’ve been talking about this one for a while now. This is a huge update that impacts every part of KLAS, so getting all the last pieces and touch-ups and testing in place has been a big project for us. Additionally, as hosted customers are upgraded to version 7.7, they will be migrated to our new server.

It’s important to keep our hosting stable, speedy, and secure for you, so we put a lot of work into getting the new server ready for you. It’ll be faster, more secure than ever, and uses a new method for rapid recovery to a backup server in case of failure.

I will be hosting a webinar to take a closer look at 7.7 later this month, but some of the improvements will include:

• Structural, back-end changes. While these won’t be visible to you at all, we expect them to improve performance and free up some system resources.
• UTF-8 support. This essentially extends KLAS’ character set, allowing for better handling of diacritics and other “special characters.”
  New installer. This will usually remove the need for admin access to install or update, make installation and updates easier, and enhance security. It’s a win-win-win!
• A new method of connecting to the database server. We are implementing PASOE, which will eliminate the need for OpenVPN and reduce or eliminate lost connections due to network drops.
• APH Census improvements. More back-end changes, this time to how and where APH data is stored. These standardizations will improve our ability to support various options for keeping up with the annual APH Census and ensure accurate, reliable reporting.
• SCRIBE! High-capacity PCC duplication using Scribe will be fully-functional. This will include the brand-new Service Queue Tab, the ability to include firmware updates and newsletters on all duplicated cartridges, and other upgrades to ensure a flexible and sustainable workflow.

This update will go Live for a limited release in January.

We need this to be a limited release because of the new server and the sweeping back-end changes. In the (unlikely, but possible) event that something goes sideways, it’ll be better for everyone if we can fix a few databases and get the others right from the start, instead of needing to scramble to get a fix in fast for everyone.

We expect to open the doors for everyone in February.

What about Gutenberg?

Don’t worry—this hasn’t fallen by the wayside. As announced this summer, we’re building on our work for Scribe to integrate with NLS’ Gutenberg as well. In fact, we’re nearly finished!

Gutenberg support will be included in the next update after 7.7, and the rollout should follow close behind the main release.

While we’re making good use of North Carolina’s robust testing of our new systems and workflows, we’ll need some extended testing on Gutenberg specifically. We know a lot of you are eager to get on this as quickly as possible, but we also don’t want to set you up on something that doesn’t quite work. We’re balancing speed and prudence, and expect to put this out on limited release in February.

Future Updates?

With the big structural changes and server swap all taken care of, we expect our release schedule to pick back up following the 7.7 release. We have a lot of updates and improvements on our to-do lists, and are eager to get them out to you.

If you have requests for anything to add to our list, or want to make sure we prioritize something you’ve been waiting on, please add it to the KLAS Development Suggestions forum! Posting there will ensure that your suggestion or request is seen by the KLAS Development Advisory Committee (KDAC), who will help us evaluate how valuable it would be to other Users. It also ensures that we have a written record of what people are interested in, which can easily be referred back to or passed among the developers.

We can’t wait to start 2019 off right with some fantastic new features! Thank you all for your continued support, and Happy Holidays from all of us here at Keystone!

Hey, IRC/IMCs, do you feel ready for the APH Census? Wait, come back, no need to run for the hills just yet!

We know this is a big project for you all, and we want to help make it as painless as possible, as well as ensuring that you have all the accurate information you need.

Right now, we support two approaches to getting the census info: generating forms for the districts to fill out and return, or an all-online approach via WebOrder. Read on for more info!

If you want to know more or talk through which approach might be best for you, call or email Customer Support at .

One – Generating PDF forms to send via email

Working with OCALI’s AT&AEM Center, we developed the necessary tools to generate fillable PDF forms using the information on the district record. These forms can then be emailed to the district to be completed, signed, and returned. (If you plan to print and mail forms, rather than emailing a fillable PDF, that can be done with the existing Census notice—just let us know if you need some help setting it up!)

Once you receive the form back from the district, you would review and update the information in KLAS as needed, and run a program in the batch manager to verify it, automatically applying the necessary APH information. Once all of the census forms have been returned and verified, you can extract the APH data and upload it to the SRS.

This approach requires more data entry and more hands-on work in general from your staff, but offers full control over your KLAS data and an easy way to ensure that you have manually checked over all of the information you are passing on to APH.

Two – Online via WebOrder

Working with Tennessee School for the Blind’s Resource Center for the Visually Impaired, we developed the additional functions in WebOrder necessary to complete the APH Census online.

This allows your districts to enter and update their own information directly, including adding students, entering last medical report dates and other data, updating the status of students no longer in their district, and so forth.

When they’re ready, they will use a “certify census” page to do a final review, attest that they have the parental permission forms on file, and enter a digital signature. Once all districts have certified, you can extract the APH data from KLAS and upload it to the SRS.

This approach transfers the bulk of the data entry from your staff to the districts, but you will still need to review the records on your end. In particular, duplicate student accounts will likely be created (since they can’t see student records associated with a different district), requiring you to merge the accounts.

What works best for you?

There are benefits and downsides to both approaches, but we hope that either one will make the Census process a little easier and more reliable for you. They have both been successfully used, so now we are making them more widely available.

As part of the KLAS 7.7 release, we have been working on some back-end changes to standardize where and how APH data is stored. This will make it even easier for us to implement these processes for anyone who wants to try them. But in the meantime, you may be able to get started with an earlier version--just let us know how you want to approach the census, and we'll figure out if you need an upgrade.

Hello, IRCs and IMCs!

I hope you were able to join us at the KLAS IRC / IMC Users' Meeting at the 150th APH annual meeting, but if not, we’ve got you covered. Read on for a couple highlights, and info on where to find more.

KLAS IRC / IMC Installs by State

7.6r2e Highlights

The latest version of KLAS includes some IRC / IMC-specific updates, especially to WebOrder. Here are a couple examples:

• Added a "My Account" link in the Main Menu of Web Order to allow a user to view their own record.

This does away with the need for that confusing “self” relationship. Users are now able to access their own record via the “My Account” link in the Main Menu instead of by searching for themselves. While this is a small change, we think it’s a big improvement!

• Added a "Change Patron Status" function

The new screen launches from a button on the Main Details screen and allows a user to request a status change and provide a reason.

For example, a requestor can change a former student’s status to Moved, with a reason of “moved to another district this summer.” If the new district registers the student, it will be easier to tell that it’s the same child and not just the same name. Plus, even if the new district is out of state, the student will already be correctly updated to remove them from the former district's APH Census count.

We can hide this button if you prefer the users contact you directly for all status changes. But if you choose to allow it, this is a great way to make updates quick and easy for both you and your requestors.

For more information about these updates and more, check out the KLAS 7.6r2e Full & Web Functions Release Lists.

7.7r1 Highlights - to be released Oct 2018

This upcoming KLAS release has quite a few behind-the-scenes adjustments that should make the staff-side KLAS application a little faster and better all around. For example, it will not require Admin Privileges to install, eliminates the need for Open VPN for remote users, and it supports more “special characters,” such as diacritics.

More Info

To learn more about the latest and upcoming updates, and watch demos of some of the new IRC features, make sure you’re logged in to KLASusers.com and check out the 2018 APH KLAS Users' Meeting Recording. (You must be logged into klasusers.com to access the article.)

Don’t have time to watch the recording? The 2018 APH KLAS Users' Meeting article has the PowerPoint slides available for download!

Hello, IRCs! We know you are very busy right now so I won’t keep you long. As you’re scrambling to get everything checked in and staged for next year, here are three things to check on before they start causing you headaches:

Default Period

If you have not yet set the default period to the new school year, here’s a forum post that will help you make the switch: Period Maintenance – New School Year.

Loan Period

For some IRCs, materials are automatically given a due date at the end of the current period. Others, however, set a specific due date, which will need to be manually updated each year. Make sure your system is using the due date you want for new materials.

WebOrder Request Types

Check that the request types listed for creating a new Material Request are up-to-date. Many IRCs will list a “Current School Year” and “NEXT School Year,” so make sure your labeling matches the correct year. Request types for the year that is now over should be removed. Let us know what changes need to be made.

Once you have these set, you’ll be ready to start the new school year right.

And as always, give us a call or email if you have questions or need help!

Hey Instructional Resource Centers: Do you keep on top of your Temp Titles?

WebOrder has the ability to create a Temp Title, allowing requestors to quickly add items to a Material Request even though it is not in your catalog. However, users may sometimes add Temp Titles for items that already have a record, or for items you are not able to provide.

We recommend that you routinely review the Temp Titles attached to incoming Material Requests. The attached document has a suggested workflow for doing so.

You'll note that it refers to a saved query. If you don't know about saved queries yet, get in touch--they're a great feature! Already know about saved queries and just need a little help setting up this one? We can do that, too.

Have a look through the How-To and email or call Ks7 if you need help.

Then, sound off on the Managing Temp Titles thread: how do you handle your Temp Titles?

Process Overview:

1. Open the Material Requests module and query for Temp Title lines.
2. Open the Temporary Title Maintenance tool from the Catalogue Module, and FIND the Temp Title using the ID from the Material Request.
3. Check for existing records for the requested item or an equivalent version.
4. For any titles that you want to add to your regular catalog or merge with an existing record, click the MAKE PERM button.

• • If applicable, enter the existing KLAS ID and check the Merge option.
  • If it is a new record, select the Record Type and Medium Code.
  • Complete the Title Record in the Catalogue.

5. For any titles that you cannot provide, update the KLAS ID prefix to reflect that.
6. Advance the Material Request line as appropriate.

Full Instructions:

Have a look through the How-To and email or call Ks7 if you need help.

Then, sound off on the Managing Temp Titles thread: how do you handle your Temp Titles?

Have you updated your WebOrder Help page lately?

When we set up WebOrder for an Instructional Resource / Materials Center, we also create a Help page with a Frequently Asked Questions (FAQ) section and room for downloadable documents (such as a How-To). However, it’s easy for the information on this page to fall out of date as changes are made to your WebOrder setup. Plus, we usually don’t know what questions your users are asking!

You can contact Keystone anytime to request updates to your help page, and I will be happy to put them in for you. In addition to adding and / or updating FAQs, we can also host any documents you want to add to the Help page as downloads. Users must be logged in to access the page, so this may be a good way for you to share forms, tutorials, or other information with them.

Below is a list of questions for which we already have answers.

Have a look through, review your Help page, and then email ks7 or visit the WebOrder Help Page forum thread to let us know what you need added to your WebOrder FAQ!

Ready-to-Go FAQs

You can certainly request questions not on this list, or request updates/customizations to any answer, but these are fast, ready-to-go additions I can quickly drop into your FAQ:

• How do I change my password?
• How do I add a new student?
• How do I add an Order?
• How do I search the Catalog?
• I can't find the product I am looking for. How can I add it to my request?
• It's hard to tell my addresses apart. They all say Primary or School Address. How do I change an address description?
• What does a specific Action Code mean?
• How can I tell which Braille Code an item uses?

What questions are we missing? Is there anything else you’d like to see on your WebOrder Help page? Have you written any instructions for your users that you want to share?

Head over to the WebOrder Help Page forum thread to join the discussion.

And finally, don’t forget to call us or email ks7 to request changes to your Help page!