CARLI News June 28, 2018

Annual Projects from CARLI Committees

We encourage you to take time to review the committee annual reports and projects for FY2018.

In addition to the committee's annual reports, the committees each work on a project that will be useful to the member libraries.

The projects for FY18 are:

CARLI's committees play a vital role in the ongoing success of the organization, and the service of all of our volunteers maintains the tradition of commitment to developing and maintaining quality programs and services that enhance CARLI's reputation in Illinois and beyond.

The efforts of CARLI committee members provide a critical service to the organization and to all Illinois libraries, and we offer our thanks and deep appreciation for their service.

Save the Date: 2018 CARLI Annual Meeting and Directors' Meetings

The 2018 CARLI Annual Meeting will be held on Friday, November 2 at the I-Hotel 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. More information about these meetings will be available in late August.

Call for Presenters: Resource Sharing Fall Forum

The Resource Sharing Committee′s fall forum will be held at the Abraham Lincoln Presidential Library on Thursday, October 25, 2018.

The committee is now seeking proposals for presentations related to any of these broad topics: 

  • Statistics & reporting
  • Marketing, promoting, and patron instruction of interlibrary loan and/or access services overall
  • Connections between interlibrary loan and collection development
  • E-Resources and interlibrary loan
  • Discussing damage to materials/ other patron-related issues

Please reply to or  with your proposal, or to suggest a presenter. 

Thanks again to all who completed the CARLI Resource Sharing Committee′s topic-planning survey!

Reports Webinars Returning to a Web Stream Near You

On Friday, June 29, watch for the return of CARLI′s Voyager Reports Webinar series. Twice a month, CARLI staff will offer an "open office hours" webinar to share tips, tricks, and techniques on generating reports from Voyager. Each webinar will provide an informal opportunity for questions and answers on Voyager reporting tools, such as Access and Web Reports. Periodically, CARLI staff will present topics of broad interest on writing and running reports.

Sessions will typically occur on the second and fourth Friday of each month, at 11:00 a.m. Each session is posted on CARLI′s events calendar.

Sessions, or portions of sessions, will be recorded when practical.

Our first session will be Friday, June 29, 2018, from 11:00 a.m. to 12:00 p.m. Attendees may sign in slightly before the start time. 

We hope to see you then.

Voyager Circulation Client Training

On Thursday, August 2 from 9 a.m. to 4 p.m. we will offer Voyager Circulation Client training to any staff at I-Share libraries new to Voyager or to anyone that would like a review. 

The major topics covered will include: 

  • Patron records
  • Item records
  • Circulation functions
  • Fines & fees
  • Reserves
  • Offline charging
  • Voyager Reporter client

You must register for this event by Thursday, July 26. 

If you have any questions about this program, please .

Fundamentals of Voyager Access Reporting 

Two additional sessions of Fundamentals of Voyager Access Reporting have been scheduled for staff at I-Share Libraries who are interested in modifying and running reports for Voyager in Microsoft Access. Sessions will be held from 9:00 a.m. to 4:00 p.m. on Wednesday, July 25 and Thursday, September 6, 2018. Any staff at I-Share libraries who have not attended reports training, or those who would benefit from a refresher on the fundamentals are welcome to attend as long as you have completed the pre-requisite CARLI "Introduction to Voyager Access Reporting" video training series and associated exercises. This is the same course that was offered on June 13, 2018. 

This training session builds on the skills gained from the "Introduction to Voyager Access Reporting" series. Attendees will gain knowledge on the locations of data in Voyager, on approaches for using and modifying queries, and on query types.


  • Gain practice using the Access query environment
  • Identify the tables you’ll use to generate reports
  • Understand relationships: inner and outer joins
  • Modify queries with new tables, custom labels, and custom fields
  • Use criteria, Boolean logic, and creating prompts
  • Become familiar with available resources 
  • The Voyager Data Dictionary
  • Voyager Class Diagrams
  • Develop sound query design techniques

Register for the July 25 session by Monday, July 16.

Register for the September 6 session by Monday, August 27.

This training will be taught by Debbie Campbell at the CARLI Office in Champaign.

Preservation Tips:

The Preservation Elevator Speech
Jamie Nelson, DePaul University

Previous installments in the Communicating the Value of Preservation series have been connecting the dots between conditions, planning, policies, rules, and training, and the impact those have on individual items and library collections. The thread running through the series is that these activities--from tinkering with HVACs and lighting and monitoring environmental conditions, to developing disaster recovery plans, to thoughtful handling of materials, to labor intensive digital preservation, to seemingly onerous handling instructions for users-- all contribute to successful outcomes demonstrating responsible stewardship of resources, and making library materials (investments) accessible to users now and in the future. There is value in this work.

How this value (either in principle or in monetary worth) is communicated to administrators may vary, with one or several methods employed or blended, based on the disposition of the administrator and the setting. I’m fond of math, and have found numbers to be persuasive. This may be in the form of statistics and measurements that break down outcomes achieved for money spent. I′ve also written equations to demonstrate value, such as the percentage of a staff person′s time at a certain rate of pay spent on an activity, compared to an alternative (e.g. vendor solution price) or the consequence (such as replacement costs). These analyses may work best in year-end reports, requests to maintain or increase staffing levels or materials budgets, or other structured situations. This math can be time-consuming, but there is value in having concrete examples of value ready when you need them. 

Continue reading the full article

View this and other articles written by Preservation Committee members on the topic Communicating the Value of Preservation.

Communicating the Value of Preservation - Summary
Ann Lindsey, Head of Conservation, The University of Chicago Library

The theme of this year′s project is communicating the importance of preservation to users and stakeholders. It is easy to think that most stakeholders in cultural institutions already understand this importance, but that may not always be the case. These articles discuss how vital this communication is. As a preservation professional, you might provide the first exposure to preservation for a student worker, facilities manager, or user. You may work with other staff or administrators who have a vague idea of preservation, but lack specifics. These articles address the various and vital stakeholders and how you can approach them to increase their knowledge of preservation activities and gain vital allies along the way.

Continue reading the full article

View this and other articles written by Preservation Committee members on the topic Communicating the Value of Preservation.

University of Chicago Preservation Department and Oriental Institute Open Houses
Jamie Nelson, DePaul University

It was a beautiful sunny spring day on April 20th, 2018, but attendees at the University of Chicago Preservation Department and Oriental Institute Open Houses were happy to spend time underground, within a glass dome, in museum galleries, and in labs. Thirty staff from twenty-seven different CARLI member libraries met at the University of Chicago Joseph Regenstein Library for coffee, donuts, and opening remarks before heading out in smaller groups to tour preservation-related departments in the Regenstein Library and the Joe and Rika Mansueto Library.

After traveling by elevator 50 feet below ground, attendees gathered around to watch the giant, automated cranes respond to a request for an item stored in one of the 24,000 bins of high-density storage system in the Mansueto Library. The books, journals, and archival collections stored here are maintained under optimal temperature and humidity conditions, retrieved on demand, and delivered above-ground to library patrons.

Continue reading the full article.

Upcoming CARLI Events and Meetings

Important Date

July 4        CARLI Office Closed for Fourth of July

Forums, Workshops and Training

June 29        Voyager Reporting Webinar

July 13        Voyager Reporting Webinar
July 25        Fundamentals of Voyager Access Reporting, CARLI Office, Champaign
July 27        Voyager Reporting Webinar

August 2      Voyager Circulation Client Training, CARLI Office, Champaign
August 10    Voyager Reporting Webinar
August 24    Voyager Reporting Webinar 


July 23        Technical Services Committee, CARLI Office, Champaign

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

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