CARLI News March 29, 2023

CARLI Governance Board Nominations

CARLI is seeking nominations for candidates to fill seats on the CARLI Governance Board (formerly called the Board of Directors). The Board is the governing authority of the Consortium of Academic and Research Libraries in Illinois.
CARLI Governing Members will elect one Board member from each of three specified constituencies (public universities, community colleges, and private colleges and universities). Candidates receiving the most votes for each constituency will serve three-year terms, July 1, 2023 through June 30, 2026.
Only the director of a CARLI Governing Member institution is eligible to serve on the Governance Board. The director is defined as the person who is operationally responsible for the staff, services, and budget of the library, with titles that include, but are not limited to, Director, Dean, Chair, or Head Librarian. 
Members of the CARLI community may nominate themselves or others (permission of the nominee is required when nominating others) by filling out the online nomination form.
All nominations will be reviewed and a slate of candidates developed by the CARLI Nominating Committee comprising Stephanie Davis-Kahl (Illinois Wesleyan University), Dallas Long (Illinois State University), and Shannon Pohrte (Elgin Community College),  Anne Craig (CARLI), and Margaret Chambers (CARLI).

The nomination period will close at 5 p.m., Friday, March 31, 2023.
If you have any questions or if you have problems submitting a nomination, please email with the subject line: Board Nominations. 

Volunteer for a CARLI Committee

CARLI is seeking volunteers to serve on advisory committees. Volunteers chosen will serve a three-year term, July 1, 2023 through June 30, 2026. CARLI is also seeking volunteers to serve on a new Archives Task Force as approved by the CARLI Board at their March 10  meeting. The initial term of the task force will be one year; terms may be extended as needed to complete the work of the task force. The application period for all volunteers will close on May 5 at 5:00 p.m. Faculty and staff members from all CARLI member libraries, with all levels of experience, are encouraged to apply.
Service on CARLI committees and task forces affords individuals a unique opportunity to use their experience and expertise to help shape the future of the consortium and its services. You can find more information including the committee charge from the committee directory.
To volunteer, please complete the volunteer form by May 5.  To be considered for appointment, you must fill out this online form even if you have previously submitted a form, or if you are a current committee member whose term is expiring and you wish to be considered again. CARLI seeks to include as many individuals and institutions as possible in committee service, so committee rosters are limited to one person from any institution. Committee members are not routinely reappointed. 
Forms submitted by May 5 will be considered for initial FY 2024 appointments. The list of all volunteers will be retained until March 1, 2024 and will be used to fill vacancies if they occur.
Individuals accepting appointments to CARLI committees and task forces are expected to participate fully and actively in the work of the committee, including regular attendance at meetings and committee-sponsored events held throughout the calendar year. CARLI makes every effort to conduct the majority of each group's business by web conferencing or via conference calls. However, service may require time and/or travel expenses for one or more in-person meetings each year.
The following CARLI committees and task force are seeking members:

  • Archives Task Force
  • Collection Management Committee
  • Commercial Products Committee
  • Discovery/Primo VE Committee
  • E-Resources Management Committee
  • Instruction Committee
  • Open Educational Resources Committee
  • Preservation Committee
  • Public Services Committee
  • Resource Sharing Committee
  • Technical Services Committee

The CARLI staff will make appointments to be approved by the Senior Director and the Executive Committee of the CARLI Board of Directors no later than June 16, 2022. 
Please send questions about CARLI committees/task forces or the process for selecting volunteers to .

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 2023–2024 academic year (August 2023–May 2024) 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. 

New ILDS Code for Chicago Botanic Garden

Chicago Botanic Garden's Lenhardt Library has recently switched delivery codes in the ILDS delivery system. The new code, CBG, is replacing the former XWH code that was previously used. 

If you have the old code for Chicago Botanic Garden stored in your local systems or are using older paper forms, please update with the new delivery code (CBG).  

Thank you for helping us make this transition.

Open Discussion on Building Diverse and Inclusive Collections

On April 27 at 2:00 p.m., please join members of the CARLI Collection Management Committee and your CARLI Colleagues to share ideas, experiences, and tools you are using to build diverse and inclusive collections in your libraries. The Committee welcomes questions, workflows, research, and other ideas that you are using to develop greater diversity and inclusion in your print and digital collections.

Please join the conversation! Registration is required. This session will not be recorded.

Inclusive and Accessible Public Services: An Open Discussion

Recently the Public Services Committee (PSC) sent out a survey regarding the current and future state of academic library public services. The survey received an excellent response!

The PSC believes the responses to the survey question, "Have you made, or do you plan to make, your public services more inclusive and accessible?" merit a more in depth discussion. Please plan to join your CARLI colleagues on May 4 from 11:00 a.m–12:00 p.m. to share ideas, experiences, and tools you are using to provide inclusive and accessible public services. The responses to the other survey questions will be briefly shared during this session as well. 

This session will not be recorded. Please register if you plan to attend. 

Prioritizing Privacy: Data Ethics Training for Library Professionals

"Prioritizing Privacy: Data Ethics Training for Library Professionals" is an in-person workshop available to CARLI members. This event will be held May 19, 2023, 8:30 a.m.–12:00 Bradley University in the Peplow Pavilion of the Hayden-Clark Alumni Center. 

During this training, Lisa Janicke Hinchliffe will lead participants in exploring learning analytics, privacy theory, privacy-by-design principles, and research ethics, and present attendees with case studies.

Come strengthen your capacity to integrate privacy theory and principles with learning analytics practice.

Registration is limited.

CARLI New Directors Institute

There are only a few spots left for the New Directors Institute planned for May 24–25. 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. Registration is required. For more information and to register, please see the event details on the CARLI Calendar

11th Annual CARLI Instruction Showcase 

Registration is now open for the 11th Annual CARLI Instruction Showcase to be held online, Thursday, June 1. The agenda for this program is still being finalized and will be available soon.

E-Resources News

Here are the updates you need to know about from the e-resources staff. 

  • The selection system for fiscal year 2024 database purchases is projected to open on April 3 and close on May 12.
  • An agreement with Kanopy for their base video product is not completed.
  • Bloomsbury has acquired ABC-CLIO and CARLI will now be offering ABC-CLIO resources.
  • The ProQuest negotiations on a contract for their Alexander Street collections, including the access fees for collections CARLI purchased for members in fiscal year 2012, is still ongoing.

Illinois SCOERs Trainings

CARLI and the Illinois Support for the Creation of Open Educational Resources (SCOERs) team are pleased to announce another series of training events related to the creation of OER. These workshops are designed to build expertise in our member libraries in the areas of Instructional Design, Accessibility, Copyright and Creative Commons, and 3D Printing. This training series is made possible through generous funding from FIPSE and the U.S. Department of Education. While these events are designed for Illinois SCOERs awardees, all staff at CARLI member libraries are encouraged to attend. Please register for the events you are interested in prior to each event.

Recordings of these sessions will be available after captioning is complete. 

Copyright Basics and Creative Commons Licensing
Monday, April 3, 1:00–2:30 p.m.

Learn how copyright is formed, licensed, and how to find copyright free or openly licensed images and articles with Sara Benson, Acting Head of Scholarly Commons and Copyright Librarian at the University of Illinois Urbana-Champaign . 

Permissions and Fair Use
Tuesday, April 11, 12:00–1:30 p.m.

In creating Open Educational Resources you might find that you need to use an article or image that has traditional copyright. If you must use a copyright protected item, learn about how to conduct a fair use analysis and, in the alternative, how to ask for permission to use a copyright protected item in your work. CARLI is pleased to offer this second course with Acting Head of Scholarly Commons and Copyright Librarian at the University of Illinois Urbana Champaign, Sara Benson. 

Instructional Design and Open Educational Resources
Thursday, April 20, 11:00 a.m.–12:30 p.m.

Now that you understand the basics of Instructional Design, Computing Assisted Instruction Specialist, Emily Boles, from University of Illinois Springfield, will take you through the benefits of incorporating instructional design techniques into your Open Educational Resources. 

What is Accessibility and Why is it Important?
Monday, May 22, 1:00–2:30 p.m.

In this session Ann J. Fredricksen, the Coordinator of Accessible Media Service at the University of Illinois Urbana-Champaign, will discuss what accessibility is and why it is important for the creation of Open Educational Resources. 
Incorporating Accessibility into your OER Project
Monday, June 5, 1:00–2:30 p.m.

CARLI is pleased to offer a second course on accessibility with Ann J. Fredricksen, the Coordinator of Accessible Media Service at the University of Illinois Urbana-Champaign. Ann will instruct participants in some of the particulars of creating accessible documents, offering tips and tools for designing accessible open educational resources.
Creating H5P Interactions
Thursday, June 15, 11:00 a.m.–12:30 p.m.

Join Computing Assisted Instruction Specialist, Emily Boles, from University of Illinois Springfield at a workshop on Creating H5P Interactions. In this workshop, Emily will cover getting started with the standalone H5P tool. She will also cover which interactions are accessible, how to create them, and how to think about adding them to an open text for instructor use.

OER Updates

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. 

Virtual Course: Understanding and Promoting Open Educational Resources

CARLI is pleased to offer this 3-week synchronous and asynchronous course on open educational resources. Two options for attending this workshop will be offered in May 2023. This program will be offered multiple times throughout the year.
Attendees should plan to attend each live session for either Option 1 or Option 2. The content of each option will be the same; those interested should register for one option only. 

Option 1: Live Sessions on Mondays: May 1, 8, and 15 at 12:30 p.m. – 2:00 p.m. 
Option 2: Live Sessions on Fridays: May 5, 12, and 19 at 11:30 a.m. – 1:00 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 April 28 or until the courses are full. Course materials will be sent to registrants the week before the first live session.

Open Pedagogy Workshop

The CARLI OER Committee invites CARLI members to share with their teaching faculty an opportunity to attend a newly developed workshop to learn about Open Pedagogy on April 25 from 1:00–2:30 p.m. 
When you use Open Pedagogy in your classroom, you are inviting students to be part of the teaching process, participating in the co-creation of knowledge. In this online workshop, you will learn the definition and context of Open Pedagogy, view innovative examples being applied in a variety of subjects and formats, and work with other attendees to create an assignment that you can use in your own class. 

Space is limited and registration is required.

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.

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 4: Intentionally Recruiting for Diversity in Librarianship: Reflections on a Year Later
  • April 5: Metadata for Digital Preservation
  • April 10: Metronet Learnabouts: Google Voice
  • April 11: Accessibility Toolkit:  Making Presentations Accessible
  • April 11: Understanding Your OCLC Resource Sharing Service: How It Works and How to Set It Up
  • April 11: Augmented and Virtual Reality Dioramas and Arboretums for XR Exhibitions Engagement and Learning Design
  • April 12: Digital Storage 101
  • April 12: Attracting and Engaging a Diverse Student Workforce at George Mason University
  • April 18: Accessibility Toolkit:  Making Documents and PDFs Accessible
  • April 20: Strategies for Born-Digital Collections
  • April 21: OER Virtual Institute for Cardiovascular Technology
  • April 25 Library Preparedness: Formalizing and Supporting the Diversity Residency Experience
  • April 27: Why Do I Stay? – The DEI Perspective II
  • May 4: Accessibility & EDI in Marketing
  • May 8: Metronet Learnabouts: Virtual Reality Kits
  • May 9: Shared Spaces Series: Tales of Sharing Spaces
  • May 10:  Creating Preservatin Quality Oral Histories
  • May 15: Digitizing Photographs
  • May 16: Shared Spaces Series: Getting to a Commons Goal: Designing the New Library Commons at University of Illinois Springfield
  • May 17: No More Neutral: How to Use Marketing to Position Your Library in Challenging Times

To register, visit the CARLI Event Calendar. Recordings of past CARLI-sponsored PDA events are available on the Professional Development Alliance web page 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!

Intentionally Recruiting for Diversity in Librarianship: Reflections on a Year Later
April 4, 10:00–11:00 a.m. 

The Diverse Librarianship Career Training and Education Program, launched in 2021, is a call to action in response to the serious lack of diverse representation in library and information science professions. This grant project aims to create a pathway model for breaking down barriers in recruitment and retention of diverse librarians by introducing high school seniors to librarianship. With the program now in its second year, program staff return to reflect on what they have learned and to highlight the work that has been completed on the forthcoming toolkit.

Please register to attend.

Shared Spaces Series

CARLI invites you to attend a two-part Shared Spaces Series moderated by Stephanie Davis Kahl, University Librarian at Illinois Wesleyan University.

In this webinar series, Michelle Boule Smith, Carolyn Ciesla, Pattie Piotrowski, and Sarah Sagmoen will share their experiences and advice on sharing academic library space with other campus units.

Tales of Sharing Spaces
May 9, 11:00 a.m.–12:00 p.m.

During the first session of the Shared Spaces Series, enjoy two separate presentations reflecting experiences of sharing spaces at three academic libraries.

  • "It’s a Beautiful Day in the Neighborhood: Creating Community in Shared Spaces at North Central College’s Oesterle Library" will be presented by Michelle Boule Smith, Director of Library Services at North Central College; and 
  • "Choosing Where to 'Live': Advocating for Library Neighbors" presented by Carolyn Ciesla, Library Director at the A.C. Buehler Library at Elmhurst University.

Learn more and register

Getting to a Commons Goal: Designing the New Library Commons at the University of Illinois Springfield
May 16, 11:00 a.m –12:00 p.m.

In this second session of the Shared Spaces Series, Pattie Piotrowski and Sarah Sagmoen will discuss the new Library Commons to open in Spring of 2025 at the University of Illinois Springfield. This student-focused building will house library collections and services, and also Information Technology Services, Career Development Center, and The Center for Academic Success and Advising. Learn how the library has worked with these campus partners and architects to design this new space.
Learn more and register

Call for Information About Tools You Use with Alma

CARLI staff often hear the questions, "What are other libraries doing with [a topic]?" and "What [devices] work with Alma?" These questions are sometimes challenging for us to answer, since we're not operating a physical library. The best ones to answer that question are you, our members.

For a future Alma & Primo VE Open Office Hours, CARLI would like to have members of the community share some information about devices, applications, and other products that libraries have found valuable in working with Alma and Primo VE every day. Some examples might include:

  • Barcode scanners and/or wands
  • Label printers and software
  • Receipt printers
  • Mobile devices for inventory
  • Barcode label stock
  • Self-check workstations 

We would ask if you could share just a few minutes of information on how you selected the product, what it takes to configure it for use, and how well it does the job you need. Please contact by April 10 if you would like to share some information at the Thursday, June 8 Office Hours session. We can work with you if you'd like to record your information in advance.


CARLI purchased OpenAthens from EBSCO for CARLI Governing Member libraries through June 30, 2023. As of  of July 1, 2023, libraries using OpenAthens will begin paying for the product themselves. 

A recording and slides of CARLI's "Planning for the future of OpenAthens" webinar held on Feb. 1 can be found on CARLI's OpenAthens webpage. This presentation contains important information on what your library must do to if you wish to continue using OpenAthens in FY24; namely you must choose "OpenAthens" in the CARLI Selection System's "SaaS (Software as a Service) 2024" section during the upcoming FY24 open enrollment period. 

FY24 and FY25 pricing information was sent to Governing Directors on Jan. 13, 2023; if your library needs that pricing information again, email to request it.

CARLI Counts

CARLI Counts: Analytics and Advocacy for Service Development is a continuing education library leadership immersion program that prepares librarians to make effective use of research findings on the impact of academic libraries on student success for the twin purposes of service development and library advocacy. The fourth cohort of CARLI Counts will begin their work at an in-person meeting in Champaign March 28-30. 

AASD Curriculum

The CARLI Counts team has released their curriculum, Analytics and Advocacy for Service Development (AASD). AASD, originally developed for CARLI Counts, the AASD curriculum is designed to prepare academic librarians to make effective use of research findings on the impact of libraries on student success. Participants learn how to use local library data analytics to improve their services and demonstrate their value in competitive campus budgeting processes, accreditation reports, and program reviews. 

The curriculum will seed a long-lasting state/regional continuing education program that can serve as a national model for how consortia might serve their members’ needs for training related to value, library impact, and assessment. The development of the CARLI Counts program was guided by the focus on creating a replicable training curriculum, and that is highly transportable to other contexts because of the distinctive nature of the design of the deliverables.

Journal Articles

CARLI Counts features in two articles in College and Research Libraries Vol 84, No 2 (2023)

Liaising the Catalog: Collaborating Across Library Departments to Promote Successful Discoverability through Enhanced Cataloging by Tammie Busch, Debbie Campbell, Susan M. Howell, Mary S. Konkel, Dennis Krieb, Mingyan Li, Cathy Mayer, Ross Taft, discusses how a team of librarians participating in CARLI Counts responded to the lack of research investigating the indirect impact of the work of technical services staff on student learning. 

Exploring Faculty Perspectives on Text Selection and Textbook Affordability, by Rachel Elizabeth Scott, Anne Shelley, Julie Murphy, Rachel Park, Mallory Jallas, reports the results of a pilot project conducted Spring 2021 in which Milner Library licensed seventy-five assigned texts to fifty-two courses at Illinois State University. The study was enriched by the participation of author Julie Murphy in CARLI Counts.

Preservation Tip

Archival Preservation 101: Cloud vs. Physical (Local) Storage
Bridget Lerette, Archivist, Harper College 

As with many issues in archives practice, the answer to the question of whether to use cloud or physical storage for digital preservation of archives and special collections is-- it depends. Cloud and physical storage each offers advantages and disadvantages, so the selection between the two will be dependent on the needs and resources of the institution.

Cloud storage is where data is hosted and maintained by an outside service provider. Data is accessed from the off-site data center via the Internet. All the hardware, software, and supporting infrastructure is handled by the service provider.

Physical (Local) storage is where data is stored on local physical drives, usually at the primary location of the institution as well as in backup locations. Data is accessed through the institution’s local network. The server(s) is/are controlled, administered, maintained, procured, etc. by the institution and its IT team.

To learn more about advantages and disadvantage about cloud storage and physical (local) storage, please read the full article.

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

Other Library News

Invitation to Share Your Equity, Diversity, Inclusion, and Social Justice Work

CARLI libraries are invited to share their equity, diversity, inclusion, and social justice (EDI and SJ) work by completing a profile for the ACRL VAL Spotlight Series: Practices of Equity & Social Justice. As can be seen from the linked profiles, the focus is on your experiences and strategies related to equity, diversity, inclusion, and social justice (around 1500 words). 
Topics of interest include, but are not limited to: 

  • Ways you center EDI and SJ in your library's policies, programs, and services
  • How you engage with and learn from diverse communities
  • Strategies you have used to address systemic inequities in your library or community
  • Initiatives that have advanced EDI & SJ in your library or community 

ACRL recognizes that this work can be challenging, and hopes that sharing our experiences and insights can help others who are also working towards these goals. Submissions are welcomed from people in every stage of social justice and equity work, from seeking new approaches to developing initiatives. 
If you are interested in participating and would like to know more, please fill out this form.

Upcoming CARLI Events and Meetings

Important Dates

April 2    Alma Monthly Release

May 7     Alma Quarterly Feature Release
May 29   CARLI Office Closed for Memorial Day


April 4       OER Committee
April 12     Public Services Committee
April 12     Discovery Primo VE Committee
April 13     Commercial Products Committee
April 18     Instruction Committee
April 19     Collection Management Committee
April 20     E-Resources Management Committee
April 26     Preservation Committee
April 27     Technical Services Committee
April 27     Resources Sharing Committee 

May 2        OER Committee
May 10      Public Services Committee
May 10      Discovery Primo VE Committee
May 10      Preservation Committee
May 11      Commercial Products Committee
May 16      Instruction Committee
May 25      Technical Services Committee
May 25      Resource Sharing Committee

Webinars, Forums, Workshops and Training

April 3          Illinois SCOERs: Copyright Basics and Creative Commons Licensing
April 4          Intentionally Recruiting for Diversity in Librarianship: Reflections on a Year Later
April 5          Governing Directors Check-in
April 6          Open Access Talks Session 2
April 6          Illinois SCOERs Office Hour
April 11        Illinois SCOERs Permissions and Fair Use
April 13        Alma Primo VE Open Office Hours
April 13        Illinois SCOERs Office Hour
April 17        Primo VE Usability Webinar: Part II
April 20        Illinois SCOERs: Instructional Design and Open Educational Resources
April 20        Illinois SCOERs Office Hour
April 25        CARLI Open Pedagogy Workshop
April 27        Illinois SCOERs Office Hour

May 3           Commercial Products Committee – Open Access Talks Session 3
May 4           Illinois SCOERs Office Hour
May 9           Shared Spaces Series: Tales of Sharing Spaces
May 11         Alma Primo VE Open Office Hours
May 11         Illinois SCOERs Office Hour
May 16         Shared Spaces Series: Getting to a Commons Goal: Designing the New Library Commons at University of Illinois Springfield
May 19         Prioritizing Privacy: Data Ethics Training for Library Professionals
May 22         Illinois SCOERs: What is Accessibility and Why Is It Important?
May 24-25    New Directors Institute

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

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