CARLI News April 24, 2024

Volunteer for a CARLI Committee

CARLI is seeking volunteers to serve on our advisory committees. The application period will end May 3 at 5:00 p.m. Terms on the new committees will begin July 1, 2024. Anyone at a CARLI member library is eligible for a CARLI committee.
 
You can review the list of committees, their rosters, and their charges on the committee directory or go directly to the form to apply for a committee appointment. If you are interested, read the full call for more information.

CARLI Scholarship: Apply by June 1

The CARLI Scholarship helps to grow the profession by providing financial assistance to current employees of CARLI Governing Member Libraries pursuing graduate studies leading to a Master's Degree in Library and Information Science at the University of Illinois Urbana-Champaign. Scholarships may be awarded for both on-campus and/or distance education programs. The scholarship amount for the 2024–2025 academic year (August 2024–May 2025) will be $1,000.

For information, or to apply, visit the CARLI Scholarship web page.

Give to the CARLI Scholarship Fund

We would like to thank our donors for their generous contributions to the scholarship fund. You can give to the scholarship fund online. The minimum donation is $5.00. We hope you will consider supporting future librarians and help CARLI grow the profession with a contribution.

Weeding and Shifting Series

The CARLI Collection Management Committee is pleased to showcase 14 CARLI Members' Weeding and Shifting Projects across 3 webinar sessions of the Weeding and Shifting Series so that others planning or undergoing similar projects may learn from their colleagues' real-world experiences.

Each session will highlight 4-5 different weeding or shifting projects and panelists will take questions.

Sessions:

Please register separately for each session. Sessions in this series will not be recorded.

Register by May 14 for CARLI New Directors Institute

Registration now for one of CARLI's most popular programs! The 2024 CARLI New Directors Institute (NDI) is being held in person on May 22 and 23 at the I Hotel in Champaign. 

The institute is designed to enhance the management and leadership skills of CARLI Governing Member library directors/interim directors who are new to their positions or those who feel new to their positions, but any director or interim director interested in the program is welcome to attend

CARLI will support the cost of the institute including lodging, meals, and programming. 

Please visit the registration page for details about this year’s event, including the agenda. Seats for the NDI are limited. Please register by May 14 if you would like to attend. 

Technical Services Q&A: Annual Acquisitions Tasks

Rollover, serials renewals, end-of-year receiving: Unlike most routine acquisitions activities, some tasks with the broadest reach take place only once each year. The details of annual practices may have less of a place in our memories than other routine work. Revisiting the goals and overall practices may be useful in refreshing those memories.

At this month's Technical Services Q&A on May 23 at 2 p.m., CARLI staff will share instructions on processes and best practices for the annual fiscal period rollover of ledgers and orders. Aspects considered will include purchase order line clean-up and attention to serials order renewal dates. CARLI welcomes the practical experience and input of library staff as well.

The CARLI Technical Services Q&A Webinar Series offers an opportunity to gather with CARLI staff and your technical services colleagues across the consortium to discuss technical services topics. Topics will frequently focus on Alma issues ranging from acquisitions and cataloging workflows for physical resources to electronic resources management. Sessions may include how-to presentations, discussions of consortial practices, and opportunities for everyone to ask and answer questions on different issues. Each session is recorded and archived.

Register for this event on the CARLI Calendar.

Save the Date for an Upcoming Primo VE Webinar!

Connecting to Your Best Stuff: Elevating Resources in Primo VE
Tuesday, June 11, from 11:00 a.m. to 12:00 p.m.

Join the CARLI Discovery Primo VE Committee to learn about different options in Primo VE that will help your users "connect to the good stuff" in your catalog.

Committee members Andrew Belongea, Colin Koteles, and Laura Spradlin will discuss several different Primo VE features including; Resource Recommender, Search Ranking, and the new Primo Showcase. They will demonstrate how these tools can help highlight collection holdings and other library resources.

Registration will be available soon. Session will be recorded.

12th Annual CARLI Instruction Showcase

Registration is now open for the CARLI 12th Annual Instruction Showcase, to be held virtually on Tuesday, June 18 from 9 a.m. to 3 p.m. Registration is required.

Details on the day's program will be added to the event page as they become available. Please share this message with anyone in your institution who may be interested in participating.

WEST Shared Serials Storage 

CARLI is pleased to announce an agreement is now in place so that CARLI Members may choose to become a participant of the Western Regional Storage Trust (WEST) Shared Serials Storage. 

CARLI held a webinar with WEST Coordinator Alison Wohlers, California Digital Library, Manager Shared Print Programs on March 21. The recording of that session, which provided a detailed overview of WEST and WEST participation is now available. 

WEST participation is a three-year commitment with an increase of no more than 3% per year. The cost of participation is based upon a library's average total expenditure as reported in FY19-FY20-FY21 to NCES/IPEDS. To receive your institutional price please use the "Ask CARLI” button in CARLI Selection System. WEST is noted in the Selection System as "WEST (Western Regional Storage Trust) 25" (at the bottom of the list). 

Deadlines for participation: 

  • By May 10, 2024, CARLI Members must request pricing for WEST participation via the CARLI Selection System using the "ASK CARLI" feature.
  • By May 17, 2024, CARLI Members must finalize their selection of WEST participation in the CARLI Selection System.  

Visit our WEST information page if you would like to explore WEST more.  

E-Resources News

Selection System Open for FY25 Selections

The Selection System is currently open for FY25 subscriptions (July 1, 2024 – June 30, 2025) and will remain open through May 10.

CARLI and Infobase

CARLI will not be renewing its agreement with Infobase for the term beginning July 1, 2024. CARLI member libraries will need to negotiate new subscriptions and renewals directly with Infobase.

MLA Handbook Plus implements IP Registry

The MLA Handbook Plus recently announced it has partnered with the IP Registry to manage customer IP updates. Subscribers to the MLA Handbook Plus should make sure they have a free registered account with the IP Registry and that the IPs on file are up to date.

CARLI-Wiley Transformational Agreement Q1 2024 Update

For CY24, 10 CARLI institutions entered into a transformational license for Wiley journals. This license allows researchers at subscribing institutions to publish a total of 39 articles this year in Open Access and hybrid Wiley journals at no cost. 

As of March 30, 2024, CARLI has approved 11 requests from 3 different institutions and has 28 article credits remaining. We have also denied 2 requests where we could not verify the author's current affiliation with the subscribing institution.

Archives and Special Collections Resources Webpage 

The CARLI Archives Task Force has pulled together forms and educational resources to provide members guidance on archival and special collections management. This invaluable webliography offers sample forms, policies, plans, and procedures that CARLI members can use in assessing, planning, and maintaining archival collections. Also included are bibliographic resources, most of which are available online or through I-Share. This information should be helpful for developing or enhancing your own archival program. Please visit the site at Archives and Special Collections Resources.

Thank you to all the institutions that have already contributed to this project.  We will be putting out another call for materials later this spring.  If you would like to provide a copy of your forms, policies, and other documentation concerning archival administration or responsibilities, please send them to along with a statement that gives CARLI permission to place the form online.

CARLI Registration Support for Creative Commons Certificate Program for Academic Librarians

CARLI is pleased to announce partial registration support for up to 8 employees at CARLI member institutions to participate in the Creative Commons Certificate Program.

Creative Commons (CC) licensing is a type of license commonly used with open educational resources. The course delves into the Creative Commons licenses and open practices. The 10-week certificate courses are presented as asynchronous, online training, with options for synchronous discussions. The Creative Commons Certificate Program syllabus includes modules on:

  • What is Creative Commons?
  • Copyright Law
  • Anatomy of a CC License
  • Using CC Licenses and CC-Licensed Work
  • Creative Commons for Librarian

The total cost of the program for a CARLI attendee after discounts and reimbursements is $225. All CARLI members qualify for the $200 reimbursement; however, CARLI financial support will be available on a first-come, first-served basis to the first 8 registrants. To qualify, members must register for a course that begins prior to June 30, 2024.

To register for the course and receive the MHEC discount:

  1. Email: 
  2. Navigate to the Course Registration and select "CC Certificate for Academic Librarians, June 2024" (course dates June 10 – August 18, 2024).
  3. When you get to the checkout page, enter the Promo Code received from Jennryn Wetzler (in Step 1) before completing your order.
  4. Pay for the course and keep a copy of your payment receipt.
  5. To receive CARLI's $200 reimbursement, email  for the additional documentation needed to request reimbursement.

In return for CARLI's financial contribution to your registration fee, we are asking that you provide CARLI with at least two of the resources you created during the certificate program so that all of CARLI may benefit from these projects. 

CARLI OER Updates

OER Community Chat

Join the next OER Community Chat us on May 7 from 1 – 2 p.m. The theme for May is Lessons Learned.

The OER Community Chats are intended as a space for Illinois libraries to have a conversation, to share their current experiences, and to learn from each other. They will not be recorded; however, discussion points will be shared after each session.

Registration links are found on the CARLI Calendar.

Virtual Course: Understanding and Promoting Open Educational Resources

CARLI is pleased to offer a 3-week synchronous and asynchronous course on open educational resources. This course will be offered in both May and June. Attendees should plan to attend each live session for the month that they register.

Fridays: May 10, 17, and 24, 11 a.m. – 12:30 p.m. 
Mondays: June 10, 17, and 24, 11:30 a.m. – 1 p.m. 

This virtual course is designed to help the novice person learning about open educational resources to apply the information from this program to build their own local programs and workshops. The program is open to all CARLI members.

The virtual program will contain both synchronous (three live 90-minute Zoom sessions) and asynchronous (readings, videos, etc.) to be completed before each live session. The live sessions will include presentations, but the aim of the program planners is that these will incorporate a flipped classroom model to build community among participants as all share and discuss the topics.

Registration is available until the course is full. Course materials will be sent to registrants beginning the week prior to the first live session.

CARLI-OER Email List

CARLI has established an email list for CARLI members to discuss and learn more about Open Educational Resources. Any person from a CARLI institution may subscribe to the email list.

Professional Development Alliance Events

The following programs from the Professional Development Alliance are currently on the calendar. Programs are offered on a wide variety of subjects. Check out everything the alliance is making available to our libraries!

  • April 25: Mapping Opportunities: Leveraging Social Explorer for Library Outreach
  • April 26: How Trauma and Stress Impacts the Well-Being of BIPOC Library Workers
  • April 30: Poison in the Stacks? Ongoing Research on Heavy Metals in 19th Century Books
  • May 8: Mental Health in Library Settings Training Course
  • May 8: YA Romance Readers' Advisory: Curious About Crushes
  • May 10: Weeding and Shifting Series, Session 1
  • May 23-24: Florida OER Summit: Innovations and Trends
  • May 31: Weeding and Shifting Series, Session 2
  • June 4: Grant Opportunities with the National Historic Publications and Records Commission
  • June 7: Weeding and Shifting Series, Session 3
  • June 11: Processing Born-Digital Materials
  • June 18: Digital Preservation Basics with Storage Media and Digital Forensics
  • July 16: Newspaper Digitization and Preservation at Illinois
  • July 23: Digital POWRR: Digital Preservation 101
  • July 30: Metadata in Digital Content: A Look at Shareable Metadata in Aggregation Services

To register, visit the CARLI Event Calendar. Recordings of past CARLI-sponsored PDA events are available on the Professional Development Alliance website when permitted by the presenter. 
 
Are you interested in presenting on a topic for CARLI members and the Professional Development Alliance? Or would you like to moderate a follow up discussion for an upcoming program? to become more involved in CARLI's continuing education efforts!

Poison in the Stacks? Ongoing Research on Heavy Metals in 19th Century Books 
April 30, 1:00-2:30 p.m.

Recent research in the cultural heritage field has identified the presence of arsenic and other heavy metals in pigments used in 19th Century books. How does this impact libraries with older books in their collections? This webinar will provide a brief introduction to this area of research and how it became a hot topic in the conservation field, and an overview of projects currently underway at three Illinois universities. Staff from Northwestern University, University of Chicago, and University of Illinois Urbana-Champaign will discuss their ongoing research, as well as access and handling policies for 19th C. materials, at their respective institutions. We will also provide information to help smaller institutions decide how they may want to approach potentially toxic heavy metals in their own collections.

Mental Health in Library Settings Training Course
May 8, 1:00-2:00 p.m. 

Tom Miebach and Justin York will provide a basic overview of common mental health situations that may arise in library settings, with the goal of emphasizing an empathic understanding for the patrons experiencing these mental health challenges. The webinar will discuss strategies for crisis management including de-escalation and effective communication skills to use with patrons in distress. Lastly, this webinar will describe strategies library professionals may use to avoid compassion fatigue and burn-out. Attendees who would like more training in these areas after this webinar are encouraged to check out the full training course created by the University of Illinois School of Social Work.

Funding to Preservation: A Digital Content Life Cycle Webinar Series

CARLI and FLVC are pleased to host a 6-part Funding to Preservation: A Digital Content Life Cycle Webinar Series!

Spend Tuesdays this summer learning about: grant opportunities to fund digitization, workflows for processing born-digital materials, digitization best practices, digital preservation basics, and the importance of metadata in digital content.

Series Highlights:

Newspaper Digitization and Preservation at Illinois
July 16, 1:00-2:00 p.m.

William Schlaack will detail newspaper digitization experiences and best practices at the University of Illinois. William will describe the selection, collation, quality control, and digital preservation elements to newspaper digitization. Special attention will be given to the work done as a part of the National Digital Newspaper Program. William Schlaack is the Digital Reformatting Coordinator and Coordinator for Digital Preservation Services at the University of Illinois. 

Digital POWRR: Digital Preservation 101
July 23, 10:00-11:30 a.m.

This session is designed for smaller, under-resourced organizations who understand the need for digital preservation but are not sure how to begin creating daily workflows that incorporate accessioning, processing, and storing digital materials (both born-digital collections and files from digitization projects). The digital curation lifecycle will be viewed through a practical lens and the class will step through an end-to-end workflow for a hypothetical digital collection using simple,  open-source digital preservation tools. This webinar is presented by Jamie Schumacher, Sr. Director of Scholarly Communications at Northern Illinois University.

Metadata in Digital Content: A Look at Shareable Metadata in Aggregation Services
July 30, 1:00-2:00 p.m.

In the life cycle of digital content, shareable metadata is an important part of the process of both digitized and born-digital content to enable users to find the digital objects. Furthermore, metadata can be shared beyond the original environment to make the digital objects available to a larger audience, such as through aggregation services like the Digital Public Library of America (DPLA). In this Funding to Preservation: A Digital Content Life Cycle Series webinar, Megan Pearson, Project Coordinator for the Illinois Digital Heritage Hub (IDHH), the Illinois Hub for the DPLA, will share her experience with aggregating metadata and working with metadata created by other institutions, including standardization practices and methods used by the IDHH, and offer some thoughts on how to create shareable metadata across environments.

Preservation Tip

Disaster Planning 101: Working with Remediation Vendors
Tonia Grafakos, Marie A Quinlan Director of Preservation, Northwestern University

Most common disasters which occur in libraries are small. In most instances, a leaky pipe may get a few books wet. Under those circumstances, you may decide to replace the books or dry them in-house. However, there are situations where due to the nature or extent of a disaster, it is necessary to solicit help from a remediation company. Many institutions have a pre-screened list of remediation vendors. Ideally you will have personally pre-screened a vendor or had it done by your institution prior to a disaster taking place. Tonia Grafakos, Director of Preservation, asks Chris Chylack, District Manager at Polygon US questions that can help institutions engage a remediation vendor.

View the full interview about working with a remediation vendor.

This article is a part of the CARLI Preservation Committee's FY24 Disaster Planning 101 blog series.  

Other Library News

Illinois Emerging Writers Competition

This year marks the 20th anniversary of the Illinois Emerging Writers Competition Gwendolyn Brooks Poetry Award. Please encourage your adult patrons to participate in this annual poetry competition by posting a flier and making the entry forms available in your libraries. This is a great opportunity for those in writer groups, in MFA programs, and who just like to dabble with words. 
  
The competition is open to Illinois residents aged 18 and over. Entries must be postmarked by June 30, 2024. Cash prizes will be awarded for first ($500), second ($300) and third place ($100). Winning poems will be submitted for possible publication in Illinois journals and magazines. Winners will be announced at the end of the year.  

Named in honor of the late Pulitzer Prize-winning Illinois Poet Laureate Gwendolyn Brooks, the competition is co-sponsored by the Illinois State Library's Illinois Center for the Book and Illinois Poet Laureate Angela Jackson.

Winners of the Illinois Emerging Writers Competition have gone on to achieve other great accomplishments, including winning other prestigious competitions, serving as editors in chief of national magazines, writing screenplays and publishing their own books.

Entry forms  
Fliers to post at your libraries and other community locations 

For more information, contact the Illinois Center for the Book Coordinator Bonnie Matheis at 217-558-2065 or .

Upcoming CARLI Events and Meetings

Consult the CARLI calendar to view the current list of meeting times and locations.

Contact Us

Please direct all questions and comments about the e-newsletter to

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If you need disability-related accommodations to participate in any of the events mentioned, please email the . Early requests are strongly encouraged to allow sufficient time to meet your access needs.