About a month and a half ago, we began offering Version 7.7 preview databases to Keystone-hosted and Linux-based self-hosted LBPH customers. Since then, we’ve been hard at work—so I wanted to give you all a look into the process.

Creating a Preview Database:

Each preview database requires a conversion (from the 7.6 data structure to 7.7), followed by a whole checklist of other tasks, including basic duplication setup (to allow you to test new duplication features), testing, and loading the XPrint license (so you can print from KLAS without requiring a separate XPrint installation).

Status: Right now, I see 12 customers on our “Active Setup” list, most of which have almost finished checklists. That means we should be getting quite a few more of you on to the next steps very soon!

What Happens Next?

Once a preview database is ready, the Activation Key and a “Welcome Packet” of documentation go out to the library. This includes a task list of activities that we recommend the library completes to familiarize themselves with new features and to test the conversion and set-up more in depth. As they go through this list, the preview customer notifies us of whatever bugs or errors they come across.

For example, one thing our previewers just notified us of is that the latest version of Progress (the software we use to build the KLAS user interface) changed the highlighting it uses in browse tables.

Since the new style of highlighting is so much harder to see, the next build of 7.7 will include a fix to revert to the classic highlighting. (If you do like the new style better, it is possible for you to enable it as a customization to your klas.ini file—contact us for help.) Thanks, previewers!

Status: We have 5 customers who have their preview databases and are testing and reviewing them now, with the most recent getting their preview just this morning!

Going Live:

Once a preview customer has gone through the task list and is satisfied with the conversion, they are welcome to schedule their Live upgrade.

Congrats to Oregon and Arizona, our first customers to go Live on 7.7 (after North Carolina, who were our guinea pigs—ahem—I mean “Beta Testers”)!

What about Windows-based and IRC Customers?

For our IRC users, we have a little bit of development work left to do to get WebOrder fully compatible with version 7.7. Once that is complete, we’ll be getting you up and running as well.

For Windows-based self-hosted users, we continue to work on getting the version 7.7 server installation and upgrade process sorted out, and expect to be able to get preview databases set up for you starting in August.

For all of you: while we are sorry for the delay, the bright side is that we should have the process fully ironed out and bug fixes in place once we bring you up on 7.7. Please know that we are keeping the line moving as quickly as we can, while still meeting the other development and customer service needs that may come up in the meantime.

If you attended one of the NLS Regional conferences (or just checked out the slide deck), you already know we are considering offering a Cataloging Service. But what's involved, and how will it work? To get there, let's start with a look at what Keystone is already doing for your catalog.

Current Catalog Enhancements:

Every MARC Records file posted by NLS is then reviewed by Mitake here at Keystone, before being posted for download here. That review, and accompanying corrections as needed, covers:

• Language code
• Subtitle formatting 
• Series in non-English languages
• Remove publisher imprints from series (ex: Penguin Classics; Pocketbook)
• Audience Notes (typos & inconsistencies in 521/546, ex: split “Contains Sex & Strong Language” into two headings)
• Diacritics clean-up
• Annotation (combine tags so Audience Notes are included after standard annotation)
• Check for subjects with “stories” vs “fiction” (ex: combine “Mystery & Detective Stories” and “Mystery & Detective Fiction”)
• Ensure 082 & 072 exist
• Validate & normalize MARC

Additionally, we generate a query set of titles included in each Talking Book Topics (TBT) issue, pull the MARC record for the TBT monograph record if not included in one of the batch files, and pull MARC records on demand for Titles needed to load BARD transactions. For Keystone-hosted customers, we also load all MARC records, including both the regular batch files and any on-demand titles.

For a one-time setup charge, we can provide subject mapping and series mapping services, which involve combing through your headings to match them up with the ones generally included in certain MARC tags of the NLS records, and creating the filters and heading data to ensure the NLS headings load automatically from the MARC to the BibRec. 

Like everyone, the rapid increase in the number of new titles has made it harder and harder for us to keep up the current level of cataloging. For example, as part of ongoing Series maintenance, we're adding 50-100 new Series headings a month to each Series customer--way more than we anticipated when initiating the Series maintenance service and offered upkeep of new headings at no change after the initial set-up fee. The absolute last thing we want is to offer less right when you need more, but Katharina spent nearly an entire week this month on just Series maintenance (and she’s faster at it than any of the rest of us). While we will absolutely honor no maintenance charge for the first year, at renewal, ongoing support of new series headings will need to become a charged service for us to continue offering it.

Proposed Cataloging Service

To make our cataloging service more sustainable, we're looking to start with some structural changes.

Instead of working with the batch MARC Records files which come out twice a month (or so) from NLS, we will instead pull in the titles as they become available with a PICS API integration. This should give us a steady flow of Titles to review, rather than a twice-monthly blast from a firehose.

The other big change will be where we make the record updates. Rather than changing those files into everyone's separate database, and then having to do a bunch of maintenance in each of those databases, we plan to set up a centralized cataloging database. We will then do any cleanup and corrections to the titles there. Once the title is ready, we will then push it into the subscribing customer databases via a batch program. This will occur routinely overnight for standard new files, but can also be done immediately to push out a freshly reviewed on-demand back catalog title. 

Because we know everyone's patron base, staff and institutional preferences, and service approach is unique, subscribers will still have some options. You can choose whether you want to import the full record "our way" from the central database, if you want to exclude one or more specific MARC tags (ex – if you want to maintain your own series, you can get the rest of the record without the series tag). Or if you only want to overlay specific tags onto the NLS original (ex – if you chose not to get the full cataloging service but want to buy into Series maintenance), we can overlay that one MARC tag onto the original title as it comes from NLS).

Planned additional review & correction before pushing titles to subscriber databases:

• Narrator
• Alt length
• Pub year (print publication)
• Alt pub year (recording year) 
• Fiction/non-fiction checkmark
• Reading level
• Headings merges for typos / alt forms / etc
• Sequel heading
• Addition & removal of "Current TBT Issue" heading

So what will it cost? 

While we would love to just offer this to everyone, it is going to be a major time commitment. However, by distributing the cost of this staff time across customers, we hope to keep the charge well below what it would cost your library to hire even a part time cataloger.

As we finish developing this service, and the situation with the incoming records changes, these estimates are subject to change. Set-up fees may apply and will depend on the level of subject mapping and / or series set-up needed to make your database compatible with the centralized records. Please contact customer support for a full quote for your library.

1. Series Service: one-time set-up fee + $200/month ongoing at renewal
2. Basic Cataloging Service (no series): $250/month*
3. All-in: $400 /month*

*Initial set-up charge may be needed if subject mapping and series setup are not already been done.

I have some great news, and I couldn’t wait until next Tuesday to post it! Our hard-working development team has gotten fixes in place, wrangled the new server, and generally addressed the various issues discussed in the last update.

This means that 7.7 Preview Databases are now available by request to all Keystone-hosted and all Linux-based self-hosted customers!

(Deployment for Windows-based self-hosted customers is still being ironed out; we hope to be able to offer Preview Databases to you soon.)

These demo databases will allow you to spot-check your data and settings to ensure that everything migrated correctly to the new version, train staff, and practice using the new features and duplication workflows. It will also allow us to do some load-testing of the new server to make sure that connection issues don’t crop back up, and that nothing new decides to go sideways on us.

Having a demo database in place also puts you on the fast-track to getting a live version. We will be bringing customers up live one every week or two, starting right away after the KLAS Users’ Conference (and maybe even sooner, if the demo roll-out goes well).

For more information on version 7.7, check out the New Release Webinar! (Note: you must be logged in to KLASusers.com to access that link.)

Future Updates

The wait for 7.7 has been longer than anyone had expected, but once you're upgraded to 7.7, future updates will come along much quicker! Instead of needing a large bundle of updates to be ready all at once, incremental updates will be applied to 7.7 about every two weeks. Fixes and improvements will go out steadily over time, rather than in a large batch after a long wait.

Even better, these updates will occur smoothly and easily, without any need to download and apply an update through your browser. For more information on how updates will work in version 7.7, see the Installation and Upgrades Post.

Duplication on Demand

Our new Duplication on Demand workflows are included in version 7.7, including full Gutenberg integration. NLS is in their final testing phases of this integration, but it is in place, and will continue to be refined and improved.

The Gutenberg device itself will of course come from NLS, and does require custom set-up per customer. We will work with them to fast-track our customers as much as possible, but there is a high demand, and only so many people at NLS who are able to do the set-up and testing needed. At the NLS Western / Southern Regional Conference, they indicated that they expect a pace of about 2 Gutenberg set-ups per month. Who gets one of these devices, and when, is entirely their decision; we can only work with them to get each device’s connection to KLAS in place ASAP.

For those who are considering a Scribe instead, we are pleased to announce that it now supports both the Patron-Centric Cartridge model and the Cartridge Recycling model! We were able to get this in place because the Cartridge Recycling workflow had already been developed to support Gutenberg—we just did a little tweaking and testing to make sure that it worked with the other hardware as well.

Final Thoughts

Thank you all so much for your patience!

We have heard loud and clear that Duplication (and particularly Gutenberg integration) is the priority that the Users’ Group has set for us, and have been hard at work on it since last year. We believe that the results are robust, flexible, reliable, and efficient; everything that we hope you can expect from a Keystone Systems product.

We know that the process has taken much longer than we initially announced, but we think that the final product will be worth the wait. We will continue to do everything we can to get those of you under a time crunch (or who are just eager to get started) up and running on a Duplication on Demand workflow of your choice as soon as possible.

For those libraries not racing to transition to a Duplication workflow, you haven’t been forgotten! With the bulk of the work finished for Duplication, we will be able to integrate improvements that will benefit you as well back into our development cycle.

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.

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!

As many of you will be aware, Hurricane Florence is forecast to bring heavy rains and high winds to central North Carolina, including the area where Keystone's offices are located. We are monitoring the storm closely, and are making plans to minimize the impact the storm may have on us all.

1. We have a generator for critical functions of the office. In the event that our electric power goes out, our systems, servers, network, email, and phone system should remain unaffected.
2. If the roads are unsafe for staff to travel to the office, our phones are VOIP and our customer support staff all have work-issued laptops. This would allow customer support staff to work from home over a VPN and keep supporting you all.
   Depending on the severity of the storm, we may have difficulty responding to support calls as quickly as we'd like, but we'll be doing the best we possibly can.
3. Customers that have their database hosted with us-- for years, we have been storing backup copies of everyone's databases off-site (in encrypted form) in case of emergency. In case the hurricane is really terrible in this area, we have an emergency operations site prepared to be able to bring up all the hosted customers on cloud-based servers within a number of hours. Should this be necessary, connecting to those cloud servers will require local admin rights to load a new set of KLAS support files. We will be sending out information about the backup connections and plans to affected customers as needed.

Another area that we have been seeking to improve: providing a consistent place for customers to be able to check on the status of their database and connections so that it is quicker to identify where an issue might be occurring. As part of the 7.7 release that we are in the final stages of testing, we have been planning to roll out new status pages to report on the status of each library's database.

For this weather event, Keystone is going to use an early version of this system to provide information to all customers on how we are weathering the storm. The Keystone Status notification site is now accessible from the "Keystone Status" menu item on klausers.com and at this URL: https://uptime.statuscake.com/?TestID=emlREBtN3e

This site will show the status of our Support and Hosting networks, and also provide us with a location to post any announcements. The Keystone Support network indicates, among other things, whether our email server is still receiving emails, and if we can expect our phone system to work. The Keystone Hosted Customers ISP indicates whether our hosting network is still communicating with the Internet, and therefore should the customer expect to be able to connect to the database with the staff functions.

Have you been keeping up with the 7.7 Release Lists?

Our release schedule for v7.7 uses the Agile methodology to push out smaller but much more frequent releases. And of course, big changes (like some of the back-end improvements to v7.7, the transition to Duplication Service, and the implementation of e-commerce) always result in unforeseen ripple effects, usually in the form of lots of bugs to fix and additional improvements that are needed.

All of this is to say that v7.7 has already seen a ton of updates in its first 6 months.

If you have a lot of catching up to do, no problem! Here are some tips:

Download the Combined Release Lists, rather than one for each build.

In addition to posting a Release List for each individual release (called a “build”), I also post combined Release Lists. If you’re new to 7.7 or haven’t been reading Release Lists, you can get all of the bug fixes, improvements, and new features from builds 0 through 10 in a single download. The second download will be 11 through 20, and so forth.

Browse Highlights

I spotlight the most requested or highest-impact changes from each release. These highlights are listed at the top of the individual release list and the combined release list, and they’re a great way to get caught up on the big stuff.

Search for Keywords

Each issue has keywords for the “components” (essentially the module or section of KLAS impacted) and labels. If you want to browse through a certain set of relevant issues, you can use Ctrl + F to enter any of these keywords. Useful ones include Duplication (if have or are getting a Scribe or Gutenberg), MatRequest (for IRCs), or Patron Services (for Reader Advisors).

Recent Highlights

Finally, here are a few highlights from recent releases to whet your appetite...

For LBPH:

Batch Update Patron Medium

New Function on the Tools menu – Allows admin user to specify a set of values to apply to a given PatronMedium/Profile record for all patrons in the active query set. Ex. define a patron query and apply a new NSCutoff or NextServiceDate to the entire set, or create Service Queues to switch the entire set to Duplication service. Issue #KLAS-2025

Create Duplication Order from the Service Queue

Added an item on the Functions – Service Queue Menu that allows the user to create a Duplication Order from the top X titles on the patron's service queue. X defaults to the max titles on cartridge, but can be adjusted by the user if it makes sense to put a different number of titles on the cartridge (ex. the patron usually takes 5 titles on a cartridge but is requesting a 7-book series). Issue #KLAS-2043

For IRC* and Others:

*Version 7.7 is not yet available for most IRC/IMC customers, as we are finishing up the conversion needed for WebOrder to function with KLAS v7.7. However, we plan to get you on board starting very soon!

Patron Status Update - Validation to look for Pending MatRequests

Validation has been added to prevent a Patron Status change if that Patron has a Mat Request in a status of "Pending". Issue #KLAS-2000

Add Access to the Print Invoice function from the Materials Request

Added direct access to the Print Invoice function from the new invoice tab in MatRequests instead of requiring invoices to be printed from the Acquisitions module. Issue #KLAS-2004

We planned to offer our next KLAS New Features webinar on Thursday, August 19, but after learning NLS will be offering "Training for finding Marrakesh Treaty materials on BARD" that afternoon we chose to postpone rather than conflict. Then, we moved it to Thursday, August 26 only to learn of another NLS training as well as APH's EOT meeting to be held that afternoon. After consulting with the KLAS Users' Group Officers and Program Committee, we chose to reschedule a second time based on their feedback.

Therefore, the next KLAS New Features webinar will now be held at 3 PM EDT / Noon PDT on TUESDAY, August 24.

We were so excited with the attendance at the 2021 KLAS Users' Conference last month and wanted to make sure as many of y'all as possible join us for our upcoming live webinar, so here ya go! Below is all the relevant info. We hope you'll be able to join us!

SAVE THE DATE for our next KLAS New Features webinar!

Who: Any and Every KLAS User! We'll be covering the latest new features and functionality for our IRC, LBPD, and others. 

What: KLAS New Features Webinar

When: 3 PM Eastern / Noon Pacific Tuesday, August 24

Where: Keystone's Google Meet

Meeting link: https://meet.google.com/yhp-whfr-tyf
Dial-in for audio: +1 662-547-1247‬ PIN: ‪316 831 303‬#
More phone numbers: https://tel.meet/yhp-whfr-tyf?pin=2972669584815

If you have any questions you'd like us to answer, or other input please feel free to comment on this article, post on the discussion forums, or send us an email. To receive a calendar invite, please send an email to  Drea () with your request. This webinar will be recorded and posted to klasusers.com for later review. 

Hello, KLAS users! If you were able to join us for the 2019 KLAS Users’ Conference earlier this month, you heard a very exciting announcement from James Burts, Executive Vice President of Keystone Systems, Inc.

Now that we’re back in the office and the Version 7.7 rollout is fully underway, here he is with the news for all NLS Network libraries using KLAS:

We are here to support you, and we fully understand the need to move to a duplication service model. Over the past year, we have put the browser-based KLAS Version 8 on hold to revamp the duplication process, to build in full integration with NLS’ Gutenberg Bespoke device, and to further develop the Scribe appliance debuted at UC2018.

Now, KLAS Version 7.7 is ready for full-fledged duplication service using the hardware of your choice. There has been a lot of excitement for Gutenberg—and understandably so—but NLS’ deployment schedule cannot support getting everyone who wants one of their devices up and running right away. Additionally, we have a lot of confidence in Scribe’s optimized workflow (whether you choose PCC mode, exclusive to Scribe, or Cartridge-recycle mode, now available on either hardware) and other features.

We want to make sure that all of our users who are moving to a duplication service model have the opportunity to implement the hardware that is the best fit for their library, on a schedule that works for them.

To achieve this goal, we have optimized the components used for the Scribe, crunched the numbers, and determined that we can provide one Scribe appliance per KLAS contract at no additional cost.

We pledge to work with you to ensure that you can get up to speed with duplication on the hardware of your choice, whether that means getting you a place in line for a Gutenberg, or getting a Scribe unit heading your way ASAP.

There you have it!

To help you determine whether a Gutenberg Bespoke device or the Scribe appliance is a better fit for you, we will be posting more information about Scribe's cartridge recycle mode and what each hardware option has to offer over the coming weeks. We will also be hosting a duplication-focused Q&A webinar in a few months (date to be announced soon). In the meantime, if you have questions about this exciting news, KLAS version 7.7, or moving to a duplication service model, give us a call or email

For questions about the Gutenberg device itself or NLS’ deployment schedule, please contact NLS directly.

Note: KLAS Version 7.7 for self-hosted Windows Server users should be available in August, and for IRC customers soon. All other users can request a preview database whenever they choose and, once they have gone through the preview checklist, schedule their conversion whenever they are ready. If you have requested a preview database and have not yet gotten your welcome packet and authorization key: keep an eye out! We’re working through the list and we’ll be getting to your library soon!

Keystone Systems continues our analysis of the remote code execution vulnerability (CVE-2021-44228) related to Apache Log4j (a logging tool used in many Java-based applications) disclosed via GitHub on 9 Dec 2021. As we and the industry at large continue to gain a deeper understanding of the impact of this threat, we want to relay our current standing, mitigation of, and continued diligence to defend against this and other potential attacks.

In addition to monitoring the threat landscape for attacks and developing customer protections, our operations team has been analyzing our products and services to understand where Apache Log4j may be used, and are taking expedited steps to mitigate any instances. Currently, we have identified one piece of software core to the KLAS application that was vulnerable.  The vendor that produces the software identified has provided mitigation steps for the Log4j threat, and those actions have been put into place in Keystone’s hosting environment.  For Keystone’s self-hosted customers, if your IT has allowed us access to your system, we are rolling out this action as well. 

If your IT department has questions, or for self-hosted customers that would like to apply the correction themselves, please don’t hesitate to contact Keystone.  If you are interested in the technical details for the affected software, please see the vendor’s security report.

As always Keystone will continue to utilize industry best practices to keep your databases as safe as possible.  Those practices include daily network and penetration scanning, enterprise class anti-virus software, daily malware scanning, and a dedicated patching schedule.  If you, or your IT department, have any questions about Keystone’s security practices please submit a request for our annual SSAE SOC II audit report. 

Thank you,

Lee Higley
IT Manager
Keystone Systems

With the KLAS.com revamp successfully launched, we’ve started planning and looking ahead to reorganizing and redesigning KLASusers.com as well.

It’s important to us that this site can serve as a valuable resource for you, as well as a place where the user’s group can come together and collaborate on common issues. The appearance of the site isn’t as important... but we do want it to be pleasant to look at. A much higher priority is that the revamped KLASusers be easy-to-navigate and convenient to use (for all of our users—accessibility will be absolutely required in the revamp). Finally, if we’re able to add in some new features to facilitate user interaction, that’s a big plus!

We have our ideas about how to achieve all of this, but we want your feedback. Drop by Drea’s recent forum post to let us know what you’d like to see in a revamp, if there’s anything you don’t want us to change, or if you have any thoughts or feedback on our ideas below. We hope to hear from you!

A couple of examples of what we’re hoping for in the revamp:

Our current plan is to fold the current Documents and Recordings sections together into a Knowledge Repository (maybe just called "Resources"), so you can find all of the how-to information, downloads, and other "good stuff" without needing to know what format the resource is in. Of course, this section especially will need good indexing and searching.

Another change we’re aiming for is for users to be able to log in from any page and stay on that page rather than being redirected to their profile. This should make it a lot more convenient to access restricted content.

We’d also like to be able to include comments sections on articles, so it’s easy for you to ask questions or provide feedback on blog posts and resource articles without needing to switch to a forum post or email.

A lesser (but still high) priority is for the new version to be easier for Drea and I to administer. That won’t be as apparent to you, but it will help us get new content up on the site quickly. Right now, handling recordings can be especially tricky, so we hope the new site will allow us to more easily post new recordings in a way that will allow you to view them on the site itself and maintain a proper level of security for library-specific recordings that may include patron data.

So how does all that sound? Anything else you want us to be thinking about or try to address in the revamp? Please drop by the forums (since we don’t have that comments section yet) and let us know!

Hello, KLASusers! Although we are in an off-year between full KLAS Users’ Conferences, we still want provide opportunities for you to keep up-to-date on KLAS New Features, provide feedback and development requests, and network with each other. With that in mind, just like our last non-conference year, we are working with the Programming Committee to facilitate monthly webinars and will be hosting a “bite-sized” mini-conference this summer.

This began with last month’s Keystone-presented webinar on Cataloging for Duplication, and will continue following a pattern of one LBPD user-presented, one IRC user-presented, and one Keystone-presented webinar per quarter.

APH Roundtable Webinar

For this quarter’s IRC webinar, we have a Roundtable on the APH Census, with discussion on how you go about the census process and how KLAS can better support that work. That roundtable is scheduled for Tuesday, February 22^nd, at 3pm Eastern Time, and will be moderated by Jared Leslie, Director of Media and Development at the Foundation for Blind Children in AZ, along with Sally Shreck, Specialized Media Coordinator at the Maryland School for the Blind IRC, and Allen Huang, Director of Accessible Instructional Materials and Outreach Services, and Kathy Segers, Educational Consultant, at Tennessee Resource Center for the Visually Impaired. We hope you’ll be able to join in, learn from their approaches, and provide your own perspective!

Connection details will be posted about one week before the webinar.

Save the Date: KLAS Mini-Conference

Like 2020’s mini-conference, we plan to take an afternoon in early May to share Keystone Updates and KLAS New Features. This year, we are also adding a second afternoon, which will include a Users’ Group Meeting to review and vote on a bylaws change, and a few user-led Birds-of-a-Feather sessions.

We plan to stagger IRC, General, and LBPD content as much as possible to ensure you get as much out of this as possible with the least time investment. While the exact schedule is still to be determined, we currently have the week of May 9^th(the week before the NLS Conference) earmarked for our two-day, bite-sized, online mini-con.

Admin Training

While broader webinars and networking events are great, sometimes you need a more specific, hands-on, deep dive into KLAS and how to make it work best for your specific situation.

A fantastic way to do that is to join us for Administrator’s Training! 

This year’s dates for Admins at LBPD libraries are:

• June 6-9, 2022
• September 12-15, 2022

We want to host a session for IRC Admins as well, but we need you to help us set the dates! If you can commit to a session, please let us know so we can work with you to set up dates.

Our Online Administrator's Training article has more info about training structure, pricing, and a link to register. Because of the significant time investment needed from Keystone staff to host Admin Training, we will need at least two confirmed attendees for any session to proceed.

We keep talking about all of the great new features in KLAS version 7.7 so... where is it? We wish this post was a release announcement, but unfortunately the timeline has been pushed back a bit.

The initial, controlled 7.7 release has rolled out as planned, and we were pushing to start a wider release in March. However, the controlled release uncovered a number of issues that have required additional development time and resources to address. None of them were critical, but added together, it was not the user experience we want to provide.

Additionally, in working with NLS to test Gutenberg integration, we have found several changes that need to be made there as well. Even though this integration is not required for version 7.7's release, it is a high priority and has taken a fairly large amount of development time.

While we do want to get this upgrade to you as soon as possible, we want to be sure that you will have a stable, reliable connection and no service interruptions. Right now, it's looking like it will be at least another month before we can promise that for our Keystone-hosted customers. For self-hosted customers it will be a bit longer (probably May) before we can get you Live on 7.7, though we should be able to get you started with a preview database prior to launch.

If you're interested in more of the technical details, read on! Otherwise, thank you for your patience as we polish up this major release, and keep an eye on the KLASusers email list for more information next month.

So why is this taking so long?

We've made a ton of back-end changes to KLAS that will result in a smoother, faster, better experience... but that also changes how it's deployed to the server, how it communicates with the server, where all of the little programs that run KLAS are located... pretty much everything.

We have been working through a long list of fixes as we nail down how some of our changes have jostled the system, both in the KLAS program itself and even more in the various processes that communicate between your user interface and the data on the server.

We've also been tracking down issues with the hardware itself, including moving our brave first-adopters back off of the new server while we track down an intermittent connection issue. We've even had our internet provider out to assist with testing our various connection points and switches.

In sum: we've been making a lot of minor tweaks, plus chasing some stubborn issues through the system from the staff client to the server and everywhere in between. We are making progress, but it's going to be just a little longer while we test all of our fixes to make sure they don't cause problems of their own.

Why are self-hosted customers going to take even longer?

Again, with all of those back-end changes, deployment of KLAS to the server is a very different process than it was for version 7.6.

With our hosted customers, we have control of all of the variables. Self-hosted customers, however, can have any combination of different hardware and operating systems in place. So for those customers, we are working on a process to ensure that we can get you up-and-running reliably on any system. Most likely, this will make use of a virtual machine.

We will need to work with your IT group to make sure they are prepared and comfortable with the new virtual machine installation process before going live. As we have more information about our new deployment process, we will communicate with you about a timeline for setting up a Preview database, which you and your IT group can use for testing.

And what about Gutenberg?

With the Gutenberg integration, there have been a few points where NLS's testing have uncovered a problem or potential problem, and several as well where we are simply approaching things from a different viewpoint. There are also some sticky points in-between, and some things that have come up on the Gutenberg side of the equation.

Again, however, we are making great progress at solving these issues as they are found, and our latest round of fixes is out for more testing even now.

We are really thankful for NLS pitching in to help us test this integration with their equipment; we're closing in on it together.

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!