CARLI News January 25, 2023

Amended CARLI Bylaws Approved

CARLI's Bylaws have been amended by an overwhelming vote of the Governing members that concluded on December 15, 2022. The new Bylaws took effect on January 1, 2023. 
The Bylaws include some notable amendments:

  • Revised the Mission and Value Statements as recommended by the Diversity, Equity, and Inclusion Task Force, and approved by the Board September 17, 2021.
  • Changed the name of the Board of Directors to the Governance Board. This is a change in name and does not affect the responsibilities of the Board.  The change also aligns naming conventions in place at the university with other bodies. 
  • Eliminates the Affiliate membership category.
  • Clarifies membership eligibility for Higher Education Institutions and for Cultural and Research Institutions.
  • Clarifies eligibility for remote access to products and services.

Please review the full summary of the changes by section.
Over the next several weeks, CARLI staff will be reviewing our documents and web content to identify where updates need to be made to reflect the new Bylaws. Please feel free to contact  if you have any questions.  
As always, thanks to all of you for all your hard work on behalf of CARLI and for all your support.

Illinois SCOERs Round 3 Proposals Due February 28

CARLI is offering a final round of the Illinois SCOERs Sub-grants for the Creation of Open Educational Resources, made possible from the Fund for the Improvement of Postsecondary Education (FIPSE) in the U.S. Department of Education.

CARLI seeks grant proposals for the creation of Open Educational Resources (OER) for courses in any subject that have a high enrollment, high textbook costs, are taught multiple times a year, or that focus on some aspect of "The Human Condition: Care, Development, and Lifespan." We seek pedagogically innovative projects to create ancillary materials to accompany open textbooks that you may already be using in your classes or that you are planning to adapt/create for your course. These OER will implement high-impact, culturally relevant/inclusive, collaborative projects in support of open education and reduced textbook costs and facilitate creative pedagogy.

New in Round 3:

  • Not sure about the 3D printing assignment? Check a box and the CARLI team will develop a 3D printing assignment for your class.
  • You can apply for the grant to create OER in ANY subject area
  • You can apply to create ancillary materials for an existing OER
  • Applicants can apply for up to $75,000 
  • Round 1 and Round 2 awardees may apply for up to $15,000 in additional funds to help complete their project or create additional ancillary material

CARLI will award a minimum of 5 grants in Round 3. Each applicant team may request up to $75,000. 

CARLI holds weekly Office Hours on Thursdays from 3:00-4:00 p.m. to answer any questions regarding Open Educational Resources and the Illinois SCOERs sub-grants. Connection information can be found on the CARLI Calendar.

The application is available here:  Apply for Illinois SCOERs | CARLI

Applications are due February 28, 2023 at 5:00 p.m. Email your application to Open Illinois Senior Coordinator,

If you would like to meet/find others that would be interested in collaborating on creating an OER, please join the IL SCOERs SLACK that was created for this purpose. 

Visit the project website for more information.

You can also join the IL SCOERs email list.

Illinois SCOERs Round 2 Awards Announced

Congratulations to the Illinois SCOERs Round 2 sub-grant awardees! Thanks to generous funding from the U.S. Department of Education six projects totaling $348,578.71 were funded in this round of proposals. 

Please join us in congratulating: 

  1. Governors State University, "Human Sexuality from A Sex Positivity Perspective"
  2. Illinois Institute of Technology, "Freshman Experience in Virtual Reality/Augmented Reality in Engineering Graphics Using Open Educational Resources" 
  3. Lincoln Land Community College, "Lessening Financial Barriers and Increasing Inquiry and Community Engagement for Health Professions and Science Students: An OER for Human Nutrition" 
  4. Moraine Valley Community College, "Pharmacology-Principles/Application for Medical Assistants" 
  5. Parkland College, "Traces: An Open Invitation to Archaeology" 
  6. Southern Illinois University Carbondale, "Foundational Courses in the Theory and Practice of Media Arts"

For more information about these OER, read the project abstracts. You can also read the full press-release about the Round 2 Awards

Re-examining Instruction Practice: New Year’s Instructional Resolutions

January 27, 2:00–3:00 p.m.

As we flip our calendars to the new year, the CARLI Instruction Committee would like to invite you to the January event, Re-examining Instruction Practice: New Year’s Instructional Resolutions. This event will provide a virtual space for you to reflect upon and share elements of your instruction practice that went well this past year, and to identify areas in which you could try something new. Please join this casual conversation to hear what your peers have learned over the past year, offer your own insights, and hopefully be inspired by new ideas and practices!

Please register for this event.

Save the Date! Open Access Discussions

The CARLI Commercial Products Committee is excited to host a series of discussion sessions on Open Access. We hope to learn from each other and inform the session topics based on CARLI members' interest and knowledge level. We invite you to save the dates for our planned sessions and to take our short survey. The survey asks your knowledge of Open Access business models, your institution's involvement in Open Access, and what you'd like to learn more about related to Open Access agreements and management.

Sessions will be held on: 

  • March 1, 10:00 a.m.
  • April 6, 1:00 p.m.
  • May 3, 10:00 a.m.

CARLI New Directors Institute

CARLI staff have been busy planning an in-person two-day New Directors Institute on May 24 and 25. This program is geared towards new directors (typically in their role for 3 or less years) but all directors at CARLI member libraries are welcome to attend. Seats at this event are limited and registration is required. For more information and to register, please see the event details on the CARLI Calendar.

Fiscal Year 2024 E-Resources Selection Period April 3-May 12

The Fiscal Year 2024 E-Resources Selection Period will be open April 3 through May 12. Negotiations are currently ongoing with ProQuest for the Alexander Street products and Kanopy Base.

Watch for more information later this spring. 

E-Resources Usage Stats Survey

CARLI is seeking information on how our member libraries collect, manage, and use e-resource usage statistics. If you work with usage stats at your library, please fill out this survey, which should take no more than 15 minutes to complete. 

If your library does not currently collect or use e-resource usage stats, we want to hear from you, too! Please share your struggles and ideas for how CARLI can help in this area. Results from this survey will help inform possible future training and services related to e-resource usage statistics. 

Feel free to share the survey with anyone at your library who may have responsibilities with e-resource usage statistics; multiple submissions from a library are welcome. The survey will be open through the end of the day on Friday, January 27.

ILDS Spring Break Closure Survey

The Spring Break Closure Survey is now available. The survey should be completed no later than January 30 in order for us to give RAILS and IHLS ample time to prepare to accommodate each library's spring break.

Please email any questions to .


Three Opportunities to Attend the CARLI OER Faculty Workshop

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:

  • Identify the problem we are 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.

If your institution plans to offer an incentive to your faculty for attendance at the workshop and for writing a review of an open textbook, please email so that we can provide you the information you need about your faculty attendance/review status.

Register to attend January 26, 11:00 a.m.–1:00 p.m.
Register to attend February 1, 11:00 a.m.–1:00 p.m.
Register to attend February 23, 10:00 a.m.-12:00 p.m.

OER Office Hours

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

February 21, 1:00–2:00 p.m. Remixing OER
March 21, 1:00–2:00 p.m. Zero Textbook Cost Programs 

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 .

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 February 2023 with the live sessions on February 2, 9, and 16 from 12:30–2:00 p.m. Attendees should plan to attend each live session.

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.

Register for this course. Registration is available until January 31 or until the courses are full. Course materials will be sent to registrants on January 26. 

Please contact , if you have questions.

CARLI Registration Support for Creative Commons Certificate Program for Academic Librarians

CARLI is pleased to offer partial registration support for up to 30 people from CARLI member institutions who would like 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 run as asynchronous, online trainings, with options for synchronous discussions. 

The total cost of the program for a CARLI attendee after discounts and reimbursements would be $225. All CARLI members qualify for the $200 reimbursement on a first-come, first-served basis to the first 30 registrants. To qualify, members must register for a course that begins prior to June 30, 2023.

To register for the course and receive the MHEC discount:

  1. Navigate to the Course Registration and select "CC Certificate for Academic Librarians, June 2023".
  2. On the checkout page, enter the promo code (MHEC15) before completing your order. The Midwest Higher Education Compact (MHEC) offers a 15% discount for its members. Illinois as a state is a member. All CARLI members qualify for this discount.
  3. Pay for the course and keep a copy of your payment receipt. Payment at time of registration will be $425.00.
  4. To receive CARLI's $200 reimbursement you will need to email  for the additional documentation needed to make your request.

In return for CARLI's financial contribution to your registration cost, we are asking that you provide CARLI with at least two of the assignments that you will complete during the course of the certificate program so they can be shared on the CARLI web site and all CARLI members may benefit from the projects that you completed.

If you have questions, please send an email to .

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!

  • January 26: CARLI OER Faculty Workshop: Supporting Academic Success: Open Educational Resources and Affordable Course Materials
  • January 26: Metadata Best Practices for Trans and Gender Diverse Resources Series
  • January 31: LibraryReads Presents: Readers' Advisory 101 
  • February 1: CARLI OER Faculty Workshop: Supporting Academic Success: Open Educational Resources and Affordable Course Materials
  • February 2: Hiring Library Staff: Best Practices for the Interviewer
  • February 3: Implementing Metadata Best Practices for Trans and Gender Diverse Resources at Your Institution 
  • February 8: Let's Talk About Self-Care
  • February 8: What To Know About Web Accessibility if You Work in a Library
  • February 9: Analysis and Design for Info Lit Instruction
  • February 9: Library Freedom Project: Privacy is Precious
  • February 10: NC LIVE Leadership Series on Wellness
  • February 14: Honest Conversations: Over-servicing at Your Library at the Expense of a Healthy Life Balance 
  • February 14: Advocacy 101: Breaking Down How to Speak Up
  • February 15: Accessibility in Library Instruction and Programming
  • February 16: Best Practices in Programming for Adults with Developmental Disabilities
  • February 16: Licensing Language For Accessibility
  • February 16: Collaborative Community Voices: The Blue, Gold and Black Digital Archive
  • February 20: Why Do I Stay? -- The DEI Perspective
  • February 21: The Person in the Mirror
  • February 22: Preserving the Future by (Re)living the Past: Black Librarians and Social Change
  • February 22: Job Searching & Career Support For Patrons With Disabilities
  • February 23: CARLI OER Faculty Workshop: Supporting Academic Success: Open Educational Resources and Affordable Course Materials
  • February 23: CARLI Counts Curriculum Release Party!
  • February 28: Managing Escalated Patron Situations Face to Face: Your Questions Answered
  • March 2: Library Freedom Project: Privacy in the Library 
  • March 9: Instructional Strategies for Info Lit Instruction
  • March 22:  Choosing Happiness 
  • March 29–31:  OER Bootcamp

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? Email  to become more involved in CARLI's continuing education efforts!

Hiring Library Staff: Best Practices for the Interviewer
February 2, 10:00–11:00 a.m. 

Join us for an overview of interview best practices. In this webinar, Ben Mead-Harvey will discuss several aspects of the process. Interview question design is the backbone of any successful interview. We will spend significant time on how to create questions that elicit meaningful information from your candidates. We will discuss the concept of bias and describe how it prevents us from making effective hiring decisions. In the back half of the session, we will touch on several other interview design considerations: training the hiring panel, what information to send to candidates in advance, making the hiring decision, and the impact of company culture.

Ben Mead-Harvey is an instructor at the iSchool at the University of Illinois. He teaches Personnel Management and Financial Management of Libraries.

Please register to attend. 

Honest Conversations about Finding Personal/Professional Life Balance Series

Session 1: Honest Conversations: Over-servicing at Your Library at the Expense of a Healthy Life Balance
February 14, 10:00–11:00 a.m. 

In 2016, Fobazi Etarh, an academic librarian and a queer woman of color, coined the term "vocational awe" to describe, "the set of ideas, values, and assumptions librarians have about themselves and the profession that result in notions that libraries as institutions are inherently good, sacred notions and therefore beyond critique." While the strain of vocational awe can be universal to any library professional, how is it unique to those who serve historically marginalized, particularly vulnerable populations and communities in crisis? 

Join Angelique Carson for a frank discussion. As librarians we are also activists, representatives and direct caregivers to our service communities. How does vocational awe inform sacrifices to the self care and mental health of those that assist these communities? Usually while working within organizations where they are often marginalized themselves? And what can we do to acknowledge, hold organizations accountable, and understand how to best provide support?

Carson is the Shared Collections Librarian at the Washington Research Library Consortium (WRLC). 

Please register to attend.

Session 2: Choosing Happiness
March 22, 10:00–11:00 a.m.

Come out and learn how to be intentional about choosing happiness. We will be challenged to look at various aspects of your life that impact your happiness. We will learn the importance of self-care when focusing on happiness. We will also learn how various relationships impact your happiness long term. 

Paula R Jenkins is the owner and CEO of LFS Consulting LLC which specializes in Leadership and Financial Solutions. 

Please register to attend.

CARLI Counts Curriculum Release Party!
February 23, 1:00–2:00 p.m.

Join Anne Craig, Lisa Hinchliffe, and Debbie Campbell for the virtual CARLI Counts Curriculum Release Party! Learn about these great OERs available from the CARLI Counts project, funded by IMLS.

CARLI Counts: Analytics and Advocacy for Service Development

  • Trainer Workbook
  • Getting Started Guide
  • Participant Workbook

This project was made possible in part by the Institute of Museum and Library Services, Grant Number RE-95-18-0084-18.

  • Debbie Campbell, Program Sustainability for CARLI Counts, Library Services Coordinator, CARLI
  • Anne Craig, Principal Investigator, Senior Director, CARLI
  • Lisa Hinchliffe, Co-Principal Investigator, Professor, University of Illinois at Urbana-Champaign Library

Please register to attend.

Alma Analytics Part 2

The E-Resources Management Committee (ERM) invites you to join us for the continuation of discussions started last year around Alma Analytics. On Thursday, February 16, 10:00–11:30 a.m. ERM Committee members will provide brief overviews of the following topics, with open discussion to follow each:

  • How to copy and customize shared reports for presenting your library's data
  • How to create basic usage reports once SUSHI is set up
  • How to work with non-COUNTER statistics in Alma

You might find it helpful to review the two previous sessions, including:

Two Libraries using Alma Analytics for IPEDS and ACRL Reporting Data (presented February 18, 2022) 
Setting Up and Using SUSHI in Alma (presented April 14, 2022)

Registration is required.


CARLI staff are holding two sessions about the future of OpenAthens for CARLI member libraries. Session will be held on Jan. 31 and Feb. 1. We will go over details about the transition of OpenAthens subscription costs moving from CARLI to member libraries beginning July 1, 2023.  

  • January 31, 2023 from 2-3 p.m. Register here
  • February 1, 2023, from 10-11 a.m. Register here

The meetings will be identical in content but will not be recorded because pricing information may be discussed. Registration is required.

On January 13, 2023, all Governing Directors and OpenAthens Contacts were sent pricing for FY24 and FY25 should their institution choose to continue using OpenAthens. If your institution needs this pricing information again, please contact to request it.

I-Share Annual Statistics and Answering Your Annual Surveys

During January's Alma Primo VE Open Office Hours, CARLI staff reviewed the I-Share Annual Statistical Package: Find the Right Report, to identify the best reports to fill out many of the surveys to which libraries respond (IPEDS, ACRL, ILLINET Interlibrary Loan, etc.) Along with this presentation, CARLI redistributed each institution's statistical reports, which are distributed in July of each year.  Alma Primo VE Open Office Hours recordings are available on the CARLI website.

If you are still working on filling out your ACRL Academic Library Trends and Statistics Survey, you may be interested in an upcoming Brown Bag event sponsored by CARLI. On Friday, February 10 from 12:30–1:30 p.m. join your CARLI Colleagues for an informal event to discuss the ACRL Survey. More information and registration is available on the CARLI Calendar.

Preservation Tip

Archival Preservation 101: Email Archiving
Shelby Strommer, Collections Care Coordinator, University of Illinois Urbana-Champa

Email is a ubiquitous form of communication in our personal and professional lives, and those messages can serve as an important record of everything from personal experiences to institutional decisions. Since email messages can be a vital part of the historical record, the CARLI Preservation Committee talked to two specialists in the email preservation field from the University of Illinois Urbana-Champaign: Chris Prom, Interim Juanita J. and Robert E. Simpson Dean of Libraries and University Librarian, and Ruby Martinez, Email Archives Community Fellow in the Office of Digital Strategies. 

Martinez recently conducted a survey of archival repositories in Illinois, and a large portion of respondents do not currently acquire email (full report to be published in 2023). Unlike paper-based correspondence, email preservation can present some unique policy, workflow, and technical challenges. This article provides a basic introduction for institutions who are interested in incorporating email archiving into their digital preservation programs. 

Read the full article to learn more about email archiving.

To read all Archival Preservation 101 articles in this series, please visit the project web page.

Other Library News

ILLINET ILL and RB Statistical Survey Now Open

The ILLINET Interlibrary Loan (ILL) and Reciprocal Borrowing (RB) Statistical Survey is now available at ILLINET Interlibrary Loan Statistical Survey. Libraries are required by administrative rule to complete the State Library's annual survey of interlibrary loan traffic [23 Ill. Adm. Code 3030.200 (a) (2) (O)]. The FY 2022 (July 1, 2021-June 30, 2022) ILLINET ILL and RB Statistical Survey must be completed by Friday, March 31, 2023.
The ILLINET Interlibrary Loan Code governs interlibrary loans among ILLINET member libraries. ILLINET member libraries should review this code to ensure that the library continues to meet resource sharing requirements necessary for continued library system membership. Libraries can also view their ILL statistics online. For questions regarding the ILLINET ILL and RB Statistical Survey, or for username and password assistance, please contact the State Library at 800-665-5576, option 2. For technical assistance, contact Counting Opinions, at or at 866-850-8366.

Celebrate a Decade of Fair Use Week with Sandra Enimil

In this public webinar, on February 21 at 6 p.m. Sandra Enimil, Copyright Librarian from Yale University, will explore current fair use topics in celebration of the tenth anniversary of the creation of Fair Use Week. Fair Use Week is an annual international celebration of the right to fair use. Register here for this webinar.

IACRL People's Choice Award in Scholarly Publishing

The Illinois Association of College & Research Libraries (IACRL) Awards Committee is seeking submissions for the People's Choice Award in Scholarly Publishing. This award will give academic and research librarians throughout Illinois the opportunity to read and evaluate scholarly works by their peers and then vote on a favorite. It will also present Illinois research and academic librarians with the opportunity to share their findings outside of a conference or other formal setting. IACRL welcomes submissions on all subjects relevant to Illinois academic and research libraries.

The deadline for submitting a scholarly work is 5:00 p.m. on Friday, February 10. For more information about the rules for submissions, eligibility requirements and the process for choosing winners, please visit the ACRL web site. For any questions or to make a submission contact Emily Gilbert, IACRL Awards Committee Chair, at

Once the Awards Committee has received the submissions and confirmed that they meet the criteria, voting will take place via electronic ballot in February or March. Voting will last for 30 days. The Awards Committee will then announce the winners, and those individuals will have the opportunity to present their work in a special webinar or at a future meeting of the IACRL Journal Club.

New Pricing Model and Easier Set-up for Article Galaxy Scholar

After further analysis of the Article Galaxy Scholar service from Research Solutions, the developers found setting up SSO (single sign on) to be a most challenging process for a small library because of the cost and time required. As a result of this feedback, Reprints Desk is offering another option that has a one-time set-up fee of $500 and no annual license requirement. This "Freemium" option takes less than 60 minutes on average to set up and is available now. The Premium option will also continue to be available. 

For additional information about the new Freemium option, complete this online form

Upcoming CARLI Events and Meetings

Important Dates

February 5     Alma Quarterly Feature Release

March 5         Alma Monthly Release 


February 7     OER Committee
February 8     Public Services Committee
February 8     Discovery Primo VE Committee
February 9     Commercial Products Committee
February 15   Collection Management Committee
February 16   E-Resources Management Committee
February 21   Instruction Committee
February 22   Preservation Committee
February 23   Resource Sharing Committee

March 1      Executive Committee
March 7      OER Committee
March 8      Public Services Committee
March 8      Discovery Primo VE Committee
March 9      Commercial Products Committee
March 10    Governance Board Meeting
March 15    Collection Management Committee
March 16    E-Resources Management Committee
March 21    Instruction Committee
March 22    Preservation Committee
March 23    Resource Sharing Committee
March 23    Technical Services Committee

Webinars, Forums, Workshops and Training

February 1     Planning for the Future of OpenAthens
February 1     OER Faculty Workshop
February 2     Understanding and Promoting Open Educational Resources #1
February 2     Hiring Library Staff: Best Practices for the Interviewer
February 7    10 Errors in Academic Library Architecture, and How to Combat Them
February 9     Understanding and Promoting Open Educational Resources #2
February 10    Brown Bag Event: ACRL Academic Library Trends and Statistics Survey
February 14    Honest Conversations: Overservicing at Your Library at the Expense of Healthy Life Balance
February 16    Alma Analytics Continued: Electronic Resources Committee Event
February 16    Understanding and Promoting Open Educational Resources #3
February 21    CARLI OER Office Hours: Remixing OER
February 22    Connexion Client Training Q&A Series, Session 5
February 23    OER Faculty Workshop
February 23    CARLI Counts Curriculum Release Party

March 1       Open Access Talk Series
March 9       Alma Primo VE Open Office Hours
March 21     OER Office Hours
March 22     Choosing Happiness

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

Contact Us

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