CARLI News August 31, 2022

CARLI Welcomes New Staff

Please join CARLI in welcoming staff members, Martin Kong and Marisa Tolbert, who joined us in August. Martin, coming to us from Chicago State University is new to User Services and Marisa, from Lincoln College, is joining the E-Resources team. 

We are so excited to have them both!

Register Now: 2022 CARLI Annual Meeting and Directors' Meeting

Registration is open for the 2022 CARLI Annual Meeting to be held Friday, November 4 at the I Hotel and Conference Center in Champaign. Staff at any CARLI member library is invited to attend.

A meeting of the CARLI Governing Directors will precede the Annual Meeting. Directors should also register for this meeting if they are planning to attend. A separate registration is required for each meeting. 

Space is limited. Registration closes Thursday, October 27.

A special room rate of $149 has been arranged at the I-Hotel and Conference Center for those who are planning to travel to Champaign on Thursday, November 3. This room block is only available until October 1. Please book your rooms as soon as possible if you are planning to stay overnight in Champaign. Use this direct booking link to make your reservation at the reduced rate.

CARLI Strategic Priorities

CARLI invites you to help shape our next strategic plan. Please share your thoughts on a quick survey, which will be open through October 15.
We also invite you to join us for a Zoom session about the next plan. Please register for the event you would like to attend:

Oct. 4, 2–3 p.m.
Oct. 5, 10–11 a.m.
Although the Zoom sessions are open and informal, following are some questions to help spark conversation:  

  • What's the biggest challenge facing your library?
  • What's your library's biggest success in the last three years?
  • Are there projects you would like your library to start but your institution may not have the capacity or resources?
  • Are there opportunities for collaboration that you know about that might benefit CARLI operations?
  • What is CARLI's value to you individually? To your organization?

As soon as details of the updated strategic plan are finalized, we will share them with the membership.

We look forward to hearing from you!

CARLI Libraries and the Pandemic: Changes We've Made and How We've Pivoted

On September 22, 1:00–2:30 p.m. CARLI members are invited to join panelists Mary Konkel (College of DuPage), Sarah Pritchard (Northwestern University), and Sarah Sagmoen (University of Illinois Springfield) for a discussion of how CARLI member libraries have transformed as a result of the pandemic. Nicole Swanson (CARLI) and panelists will share the difficult challenges we've faced, the good changes that have emerged, and what Illinois libraries have learned from this crisis. Attendees will have an opportunity to ask questions and share their own experiences.

Mary S. Konkel, MLS (University of Wisconsin-Milwaukee); MA (Communication Studies-Governors State University) is currently Associate Professor and Head of Technical Services at the College of DuPage Library in Glen Ellyn, Illinois. Visit the event page for the full bio.

Sarah Pritchard is the former Dean of Libraries at Northwestern University where she served from 2006 through August 2022.  Previously she was library director at the University of California-Santa Barbara and at Smith College; earlier she held positions at the Library of Congress and the Association of Research Libraries. Visit the event page for the full bio.

Sarah Sagmoen is the Director of Learning Commons and User Services at the University of Illinois Springfield. She has been at UIS for 13 years and has held this position for the last 10 years.

Please register for this event.

E-Resources News

Introduction to E-Resources Brokering

This basic introduction to CARLI's e-resources program is directed towards new e-resources contacts and directors but everyone is welcome! 

Join Jenny Taylor, Associate Director of Electronic Resources, on September 12 from 10–11 a.m. to learn about: 

  • How a product is chosen for CARLI's e-resources program
  • What we look for when licensing
  • The CARLI selection calendar
  • Basics of the CARLI Selection System

Please register for this event and bring any question you would like to cover!

Fall Selection Cycle

The calendar year 2023 selection system is tentatively planned to be open from October 10 – November 11. Vendors included in the calendar year cycle are AAAS/Science, American Chemical Society, American Mathematical Society, ArtStor/JSTOR, Association for Computing Machinery, Duke University Press, eHRAF, Johns Hopkins University Press (Project Muse), Sage, and Wiley.

An announcement about the system opening will be sent to the E-Resources contact list in October. If additional staff at your library need access to the Selection System, the library director or e-resource liaison should send the request to .

Alexander Street Press Video Collection Fees

In 2013 and 2015 CARLI offered a program to purchase perpetual access to select Alexander Street Press collections for member libraries, and CARLI paid for 10 years of access fees. Access fees will transition to member libraries in FY24 (July 1, 2023) and FY26 (July 1, 2025) respectively. Directors and e-resource liaisons at member libraries with fees coming due in FY24 received information about their specific collections in August 2021 and will receive a reminder e-mail soon.

Immediate action is not required, but we are notifying libraries now so that you can plan for additional budget expenditures, should you choose to maintain access to some or all these collections. Additional reminders and information will be sent as we approach the FY24 cycle.

Any questions can be sent to .

Illinois SCOERs

Availability of Second Sub-Grant Application Cycle

The Consortium of Academic and Research Libraries of Illinois (CARLI) is pleased to announce the availability of a second round of applications for the creation of Open Educational Resources (OER) as part of the Illinois SCOERs (Support for Creation of Open Educational Resources) program. This project has been fully funded by an additional $1 million supplemental grant to the University of Illinois System/CARLI, from the Fund for the Improvement of Postsecondary Education (FIPSE) in the U.S. Department of Education.

While the primary focus for the Illinois SCOERs sub-grants remains courses related to "The Human Condition: Care, Development, and Lifespan," we have expanded the focus to include any subject area for large enrollment courses with high textbook costs.

CARLI will award a minimum of eight grants as part of Illinois SCOERs. Each applicant team may request up to $60,000.

CARLI recommends that interested parties fill out the Illinois SCOERs Intent to Apply form prior to October 1, 2022.

For detailed information and to access the application materials, view the Illinois SCOERs Notice of Funding Opportunity.

CARLI will host informational Zoom workshops to discuss the grant and to walk future applicants through the application process. These workshops will be held:

September 6, 2:00–3:30 p.m. ()
September 15, 1:30–3:00 p.m.( )
September 28, 2:00–3:30 p.m.    

Attending a workshop is not required. Each workshop will cover the same information, interested people need only attend one session.

For those interested in collaborating but need help finding like-minded team members, CARLI will host two MeetGreetCollaborate sessions:

September 19, 3:00–4:00 p.m. Register to attend. 
Sept 26, 3:00–4:00 p.m. Register to attend. 

Completed application packets should be emailed to Project Director, . The submission deadline for the completed application packets, including all requested documents, is November 1, 2022.

For more information visit our project website.

For the most up-to-date information, join the Illinois SCOERs email list.

The contents of the Illinois SCOERs web page were developed under a grant from the Fund for the Improvement of Postsecondary Education (FIPSE), U.S. Department of Education. However, those contents do not necessarily represent the policy of the Department of Education, and you should not assume endorsement by the Federal Government.

Weekly Office Hours 

Illinois SCOERs staff is hosting weekly office hours every Thursday from 3:00–4:00 p.m. If you have questions about the grant, need help filling out your Round 2 application or you received a subaward in the first round and have questions, join us via Zoom. No registration is required. Check the CARLI Calendar for connection information on the Thursday you wish to attend.

Illinois SCOERs Workshops

To find everything related to workshops including slides, video recordings and recommendations from instructors, check out Illinois SCOERs Workshops. 

For upcoming Illinois SCOERs events please visit the CARLI Calendar. These events are geared towards Illinois SCOERs applicants or recipients but are open to anyone from a CARLI Governing Member institution. If you see something of interest, please register and attend. 

Check back often as new workshops will be added to the calendar this fall!


OER Office Hours

Please join the CARLI OER Committee for informal discussions this semester.

OER Office Hours are intended as a space for CARLI members 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 for each session is required. If you have any questions, please send an email to .

OER Faculty Workshop: Supporting Academic Success: Open Educational Resources and Affordable Course Material

The CARLI OER Committee invites CARLI members to share an opportunity to attend a workshop to learn about open educational resources including open textbooks with their teaching faculty.

The workshop will be held September 8, Noon–2:00 p.m. and will:

  • Identify the problem are we trying to solve;
  • Explain open educational resources including open textbooks and affordable course materials;
  • Provide options for what can we do.

After attending, Illinois teaching faculty will be invited to write a short review of an open textbook in the Open Textbook Library.

Presenters include past and present members of the CARLI OER Committee and CARLI staff.

Registration for the September 8 session is now available.

Creative Commons Certificate Program - Member Feedback Requested

CARLI would like feedback on member interest in the Creative Commons Certificate Program. Creative Commons offers an in-depth course for librarians about the Creative Commons licenses, open practices, and the ethos of the Commons. CARLI is interested in learning if there is member interest in this program and to what extent members are able and willing to support the cost of the program. Please complete this survey.

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. 

CARLI Ebook Program

Thank You!

Thank you to members that purchased perpetual consortial access to ebooks from Oxford University Press and Wiley. CARLI will add the title information to the CARLI Ebook Program page when the vendors have confirmed our selections. Until that time, title lists are available in Google Drive. You cannot edit this file, but you can download and use it on your computer.

Oxford University Press: Access Collection available through June 30, 2023

CARLI members will have access to 9 Subjects (also called Modules) from Oxford University Press with online publication dates 2018–March 2023. Those nine subjects/modules are: Biology, History, Law, Music, Political Science, Psychology, Religion, Social Work, and Sociology. CARLI members continue to have access to titles in other OSO subjects/modules or from Oxford's Partner Presses that were purchased for perpetual access by CARLI and members.

CARLI staff have updated the note that appears in Primo VE to reflect access is extended through June 30, 2023.

Once the vendor has confirmed our selections for perpetual access, CARLI staff will update Alma as well as share MARC records with non-I-Share members via OCLC Collection Manager for these titles.

Wiley Access

All CARLI Members will have access to the YEAR 2 Access Collection content through October 3, 2022. Year 2 Access Collection content is all ebooks available on the Wiley Online Library platform. CARLI staff have updated the note that appears in Primo VE to reflect this access.

Access from October 4, 2022–June 30, 2023: CARLI members will have access to all Wiley online books available on the Wiley Online Library platform from 2018-June 2023. CARLI members will continue to have access to Wiley online books that were purchased for perpetual access by CARLI and members.

Once the vendor has confirmed our selections for perpetual access, CARLI staff will update Alma as well as share MARC records with non-I-Share members via OCLC Collection Manager for these titles.

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!

  • September 8     CARLI OER Faculty Workshop: Supporting Academic Success: Open Educational Resources and Affordable Course Materials
  • September 13    Building a Successful Budget
  • September 19    Racial Equity in Libraries: Hiring, Retention, and Promotion of BIPOC Employees
  • September 20    Leading Together: Academic Library Consortia and Advocacy
  • September 22    FL-OER-ishment Webinar Series: Assessing and Engaging with Your Campus Community
  • October 6      FL-OER-ishment Webinar Series: Dismantling Barriers to Student Success through Affordable Learning Materials 
  • October 12    Managing Difficult Conversations
  • October 27    Accessibility Series: Social Media Accessibility Basics
  • October 27    FL-OER-ishment Webinar Series: Teaching Jacksonville History at FSCJ: Strategies for an Affordable and Rigorous Course

To register, visit the CARLI Calendar. Recordings of past CARLI-sponsored PDA events are available when permitted by the presenter. 

If you have a topic you would like to see as a continuing education program, send your idea to .

Building a Successful Budget 
September 13, 1–2:30 p.m.

This session will provide attendees with a high-level overview of budgeting in libraries. We will examine nuances of the word "budget" and what that implies about how we discuss budgets with various departments within the organization, share similarities and differences in the budget process across organizations, and discuss long-term strategies for weathering budget cuts. We will finish by demonstrating how human bias impacts budgetary decision-making.

Ben Mead-Harvey is an instructor at the iSchool at the University of Illinois. He teaches Personnel Management and Financial Management of Libraries, the former of which he designed and created for the college. He has been working in libraries since 2007, the bulk of which has been in management of municipal and district libraries. His major passion is learning about and teaching others how to effectively manage. He has authored many short articles on effective management practices which can be found at Ben has a bachelor’s degree in Psychology and a Master of Library Science from the University of Illinois as well as a Master of Business Administration from North Dakota State University. 

Please register for this event.

Managing Difficult Conversations
October 12, 10–11a.m.

This one-hour workshop will discuss the nature of and challenges in holding difficult conversations, and strategies to overcome those challenges and increase the likelihood of success. Polls, discussion/chat, and Q&A will be used to involve the audience to ensure that specific fears and concerns are addressed. Tools and references will be provided or identified to support participants in putting learning into action.

Joellen M. Austin is the Deputy Director for Management for the National Institute on Drug Abuse, National Institutes of Health (NIH), U.S. Department of Health and Human Services.  She has worked at NIH in positions of progressing management responsibilities since 1989. Ms. Austin is an Associate Certified Coach with the International Coaching Federation, and currently serves as an internal coach to employees across NIH.  

Garry Sanders is Principal, AssistLeadership, LLC and is an Executive Coach having earned a Certificate in Leadership Coaching from Georgetown University, and the designation of Professional Certified Coach by The International Coaching Federation. He is coaching leaders and team members at universities, businesses, and government agencies around the United States.

Please register for this event.

Accessibility Series: Social Media Accessibility Basics
October 27, 1:00–2:30 p.m.

Join Mark McCarthy in this first of a two-part accessibility series and learn more about several facets of social media accessibility, including learning a little about disability itself, a brief overview of the Web Content Accessibility Guidelines, why social media access matters, and more! 

Mark McCarthy is a Senior Accessibility Engineer at the University of Illinois System Office's Administrative Information Technology Services. He is primarily responsible for ensuring the accessibility of university applications and services, providing assistance and guidance where necessary. In addition, he also works directly with several campus units to assist in accessibility testing and remediation work, provides training to other departments and units, serves on the advisory committee for the IT Accessibility Liaison program, and is an instructor for UIUC's Information Accessibility Design and Policy certification program.

He is an Illinois-certified professional in Information Accessibility Design and Policy (IADP), a Certified Professional in Web Accessibility (CPWA) from the International Association of Accessibility Professionals (IAAP) and is a member of the World Wide Web Consortium (W3C) Web Accessibility Initiative (WAI) ARIA Authoring Practices and Working Groups, working with colleagues internationally to promote accessibility, equity, and inclusion. His areas of interest include gaming accessibility; social justice and inclusion and advocacy; user-centered design; and the intersections of identity, gender and sexuality, and disability.

Please register for this event.

Alma/Primo VE Updates

I-Share Sandboxes Updated

CARLI staff have completed the preparations of our Alma premium sandboxes, and they are now available for your use again. Data and configurations for the sandboxes were updated from production environments of five I-Share libraries on Sunday, August 14. 

An updated list of the user accounts that may use the sandboxes has been posted to your library's Box folders. Please check your institution's "XXX Credentials" folder (where XXX is your three-letter CARLI code) for the file named "Alma Primo VE Sandbox Information for CARLI Libraries.docx" dated in the document as "August 2022 – February 2023". This document includes the URLs and accounts that you may use to access the sandboxes. Those URLs are also found on CARLI's Alma Sandbox Information page which includes several best practices for sandbox use.

Please feel free to share this information with others at your institution. If you have any questions or problems using a sandbox, please contact us at .

New Functionality to Improve I-Share Requesting in Primo VE Coming Soon

CARLI staff and the CARLI Resource Sharing Committee are testing new functionality from the August 2022 Alma Feature Release that should eliminate the undesirable scenario where users can place I-Share requests in Primo VE for items that are not available or do not exist and immediately receive a request cancellation notice.  

The foundation for this solution began late June when CARLI staff enabled the "Item Availability" indicator at the top of the I-Share request form for all institutions (This displays real-time information as "Item Available for Request" or "No Item Available for Request" before the user places the request).  

Next, we will test an optional new feature from the August 2022 Release which will automatically disable the Submit button on the request form if no items are available to request from I-Share and prepare to present a webinar in September on the considerations libraries will need to make before choosing to enable the functionality. Watch for future announcements about this feature and other related outcomes coming soon!

Let's Talk About Fulfillment (I Mean Alma, Not Life's Purpose)

If you'd like to talk with CARLI staff and your CARLI library colleagues about Alma Fulfillment and Automated Fulfillment Network workflows, known issues, and Q & A, join us online every other Friday at 2:00 p.m. for fall sessions of "Let’s talk about Fulfillment (I mean Alma, not life’s purpose)".

CARLI staff will be online for each session to work with your questions and to facilitate the discussion. 

This fall, we are planning to begin each session with a presentation on a planned topic, followed by open Q & A with attendees as time allows. The initial presentation will be recorded for posting to the CARLI website. Attendees will be able to unmute their microphones and/or utilize the chat for participation.

Please register for the sessions you would like to attend: 

Send any questions to .

Other Library News

#Critical Conversations in LIS 2022

At the University of South Carolina, the Augusta Baker Endowed Chair, Dr. Nicole Cooke, has the honor of teaching a course entitled Critical Cultural Information Studies. As part of the Fall 2022 iteration of this series, five amazing guest lectures are being opened up to the larger LIS community (free and online)! Please join us for these tough, enlightening, action focused conversations.

  • September 22   Nothing About Us Without Us: Inclusive Services for Youth with Disabilities at Brooklyn Public Library
  • September 29   Finding Solidarity in Storytime
  • October 6        Cultivating the Reading Identity of Black Boys
  • October 13      What's So Critical about Intellectual Freedom
  • October 27      "Diversity Work" is Labor

Please register for these events.

HSLI Conference Registration Closes August 31

Today is the last day to register for the 2022 Health Science Librarians of Illinois (HSLI) Annual Conference. The Conference will take place online from Wednesday, September 7, to Friday, September 9. To register, please go to A printable or online form is available. The cost is $20 for HSLI members, $30 for non-members, and $5 for students.

The theme of this year's meeting is "Rock Solid Information Practices". Attendees will have the opportunity to view a keynoter, CE sessions, lightning talks, and posters sessions. Please see the full schedule, along with information on the presenters, at

Upcoming CARLI Events and Meetings

Important Dates

September 4      Alma Monthly Release
September 5      CARLI Office Closed: Labor Day

October 2          Alma Monthly Release


September 7     Collection Management Committee
September 8     Commercial Products Committee
September 9     CARLI Board of Directors Meeting
September 14   Public Services Committee
September 14   Discovery Primo VE Committee
September 15   E-Resources Management Committee

October 12     Public Services Committee
October 12     Discovery Primo VE Committee
October 13     Commercial Products Committee
October 20     E-Resources Management Committee

Webinars, Forums, Workshops and Training

September 1      Weekly Illinois SCOERs Office Hours
September 2      Let's Talk About Fulfillment (I Mean Alma, Not Life's Purpose)
September 6      Illinois SCOERs Round 2 Subgrant Application Workshop
September 7      CARLI Counts Alumni Check-In
September 8      CARLI OER Faculty Workshop: Supporting Academic Success: Open Educational Resources and Affordable Course Materials
September 8      Alma Primo VE Open Office Hours
September 8      Weekly Illinois SCOERs Office Hours
September 12    E-Resources Brokering Introduction
September 13    Illinois SCOERs: 3D Printing – Using Models
September 13    Building a Successful Budget
September 14    The Role of I-Share Liaisons Webinar
September 15    OER Office Hour: Local Program Planning
September 15    Illinois SCOERs Round 2 Application Workshop
September 15    Weekly Illinois SCOERs Office Hours
September 16    Let's Talk About Fulfillment (I Mean Alma, Not Life's Purpose)
September 19    Racial Equity in Libraries: Hiring, Retention, and Promotion of BIPOC Employees
September 19    Illinois SCOERs: MeetGreetCollaborate
September 20    Leading Together: Academic Library Consortia and Advocacy
September 22    CARLI Libraries and the Pandemic: Changes We've Made and How Weve Pivoted
September 22    Weekly Illinois SCOERs Office Hours
September 26    Illinois SCOERs: MeetGreetCollaborate
September 28    Illinois SCOERs Round 2 Application Workshop
September 29    Weekly Illinois SCOERs Office Hours
September 30    Let's Talk About Fulfillment (I Mean Alma, Not Life's Purpose)

October 4      Increasing Faculty Engagement with Makerspace Technologies
October 4      CARLI Strategic Planning Open Conversation
October 5      CARLI Counts Alumni Check-in Session
October 5      CARLI Strategic Planning Open Conversation
October 6      Weekly Illinois SCOERs Office Hours
October 11    OER Office Hour: Designing Faculty Incentive Programs for OER
October 12    Managing Difficult Conversations
October 13    Alma Primo VE Open Office Hours
October 13    Weekly Illinois SCOERs Office Hours
October 14     Let's Talk About Fulfillment (I Mean Alma, Not Life's Purpose)
October 20     Weekly Illinois SCOERs Office Hours
October 27     Accessibility Series: Social Media Accessibility Basics
October 27     Weekly Illinois SCOERs Office Hours
October 28     Let's Talk About Fulfillment (I Mean Alma, Not Life's Purpose)

Consult the CARLI Calendar for the most current list of meeting times and locations.

Contact Us

Please direct all questions and comments about the e-newsletter to . Subscribe to CARLI email lists to receive the latest news on topics of interest to you.