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Key Notes Blog

Bringing you weekly posts on conference planning, happenings at Keystone, or how better to put KLAS to work for you!

Let's Talk Reporting

Hello, KLASusers! This week I thought I'd try something just a little different... let's talk about reporting, and specifically, what do you need to know?

KLAS has a lot of powerful options for finding information, from reports (there are some great ones featured in the Snapshot Reports blog post) to queries (and there are some good query tips on the Forum... check out the KLAS Core section of the Best of the Forum 2018 page). You can even combine queries and excel to search for information that isn't there.

But sometimes it's hard to know just where to look, and sometimes a piece of data you need can remain tantalizingly just out of reach. 

A directional sign points to "lost," "found," and "searching" in a dramatic desert landscape.

So I'd like you to tell us what reporting information you're searching for!

Drop into the Forum Q&A: Let's Talk Reporting thread and see if you can stump us on:

  • "Where do I find how many..."
  • or "Is there a report that shows..."
  • or even "Can I tell who..."

Bring all your reporting and data-finding questions and we'll do our best to bring you an answer!

KLAS 7.7 Installation and Upgrades

There are a lot of exciting new features included in the KLAS 7.7 release, and they begin with a simplified installation process.

As part of the simplification, there will no longer be any external programs to install. Everything has been put into one installer so there are no longer separate steps to install a web client, support files, or XPrint. If you are currently using KLAS with Open VPN, this will be going away too. KLAS no longer needs a VPN connection to run, it instead will use https to establish a secure connection.

The new installer lets you choose how KLAS should be installed: For everyone who uses a computer – a process that would require admin access, or install for the current user only – which can typically be done without admin access even in secured environments.

Read more: KLAS 7.7 Installation and Upgrades

Order up!

I have another 7.7 preview for you today!

As part of our continuing efforts to support the high-volume duplication service model, we have been working on another new tab for the Patron Module: the Orders tab.

Right now, both the cartridge itself and each of the titles loaded on it are listed individually on the Items tab, and it can be difficult to tell which titles were on which cartridge, or to tell which were pre-existing cartridges vs which were duplicated for the patron. Well, in KLAS version 7.7 and onwards, they will continue to be listed there, allowing you to continue using the tab you are already familiar with to quickly check whether a patron has had a certain title, what was the last thing sent, and so on. 

However, when you need more detailed information or to see which titles were on which cartridge... now, you'll have the Orders tab. 

Read more: Order up!

Notes From The Scribe - we go Live, Live, Live!!!

Here’s the latest Notes from The Scribe for February 2019.

Where we're Live, Live, Live (on version 7.7)!!!

screenshot of the KLAS client updating itself to 7.7

What we've noticed so far, after some initial stability issues on day of launch, is that the connections are much faster now.

This last month we transitioned from playing around with many more cartridge runs, thanks to having all 25 staff on the service now and our 12 pilot patrons are in full service mode now. Feedback, so far, has been mostly positive. We look to start all new patron on Books On Demand Service some time in March.

Staff have test driven the release notes for Version 7.7 and issues have been addressed and corrected. We're in a pretty good place right now.

With the latest update (Version 7.7.2), no more cross assignment of copies, which was an issue we initially had with the system assigning individual books available on the shelves even though someone was setup for duplication service. This doesn't happen anymore.

The service queue and orders tabs work well. They are a good team. One thing we've been able to use them for is some testing to make sure things like the Book announcement file is added and to make sure that the correct number of books are added to the cartridge in the order specified. We are thankful that this is here because prior to this we had to go in by a more back door method to see what's happening.

A recent article by Katy talked about series assignment and duplication service. I will tell you that, since having Nightly now being able to do series assignments as part of the duplication service, there are a couple of things to watch when you initially launch Version 7.7. First off, this way of assigning series books is new and was adapted from another type of Nightly process. We did discover something that will probably be addressed, but something to still check at first. Make sure that in your Nightly Setup you have the check box for Has Hads checked off. Otherwise, as we found out with our pilot patrons, they will probably be issued books they've had in a series before. Check the box and this goes away.

Secondly, tuning the number of books per turn per series takes some time to get adjusted just right. We currently have chosen to make 2 turns per run on Series. This allows for 2 books per series to be run per service queue. We do have one or two patrons that will be binge people. For these you can go in to Nightly and adjust on a per patron basis just this rule. Which is pretty cool when you put it into practice.

On a final note, I will say that you want to make sure you put good processes in place before you start using this system on a wider scale. Seeing how things will fit together and such is a good chance to update and take a closer look at how you serve patrons across your service. In our case we have a nice set of processes that we can look at for reference. The library's books on demand committee will be meeting again soon to talk about our steps of putting all new patrons on the service and moving forward with adding existing patrons. One area that looks good for this is our ILL patrons. I'm actually going through a list right now.

That's all for this edition of Notes From The Scribe. The next edition will come out with the next round of major updates and new features.

How's my Driving: Results!

Now that we've been doing this for a year, it's been great to take a step back, look at how it's going, and figure out places where we need to make adjustments. You may have already noticed some format changes in the weekly wrap-ups, trying to make it quicker and easier to scan through these and quickly spot any topics you may want to read up on. I will also be re-doubling my efforts to bring you great technical content (how-to's and development updates), but first: a look at the survey results.

First, I want to take a look at the question I felt had the most interesting responses! After the read more link, I'll go through the rest in order. (Note: questions are listed in heading 3 for easy browsing)

Would you like to see comments or tips from your fellow users? How comfortable do you feel commenting on the forums?

The second part of this question saw the full range or responses, from people who are confident and comfortable with replying, to those who are not at all. However: everyone who answered the first part of the question wanted to see tips or comments from other users! 

I would encourage all of you to keep that in mind... even if you feel like you're newer to KLAS or if you suspect your comment might be too basic or even wrong... your fellow users want to hear from you! I promise, if I spot something that could use some correction or clarification, I will provide the extra info with respect. 

Also, don't feel like you need to wait for me to post a topic that applies to you--you can post comments, tips, or questions any time, anywhere on the forums. They're here for you!

Read more: How's my Driving: Results!