CARLI News March 30, 2015

2015 Board of Directors Election

CARLI is seeking nominations for candidates to fill seats on the CARLI Board of Directors, 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 (3) specified constituencies (public universities, community colleges, and private colleges and universities). Candidates receiving the most votes will serve three (3) year terms, July 1, 2015 through June 30, 2018.

Only the director of a CARLI Governing Member institution is eligible to serve on the Board of Directors. 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 Richard Darga (Chicago State University), Tammy Kuhn-Schnell (Lincoln Land Community College), Cindy Fuller (Millikin University), and Margaret Chambers (CARLI). 

The nomination period will close at 5:00 p.m., Wednesday, April 8, 2015.

If you have any questions or problems making a nomination, please  with the subject line: Board Nominations.

Volunteer for a CARLI Committee

Each year CARLI has a number of opportunities to serve on various committees. Service on CARLI committees affords individuals a unique opportunity to use their experience and expertise to help shape the future of the consortium and its services. CARLI is now seeking volunteers to serve on 9 advisory committees. Volunteers chosen will serve a three-year term, July 1, 2015 through June 30, 2018. Faculty and staff members from all CARLI member libraries, with all levels of experience, are encouraged to apply. 

To volunteer, please complete the committee volunteer form by April 29, 2015. To be considered for appointment, you must fill out the 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, and reappointments are not routinely made. 

Forms submitted by April 29, 2015 will be considered for initial FY 2016 appointments. The list of all volunteers will be retained until March 1, 2016 and will be used to fill other committee vacancies as they occur. 

Individuals accepting appointments to CARLI committees 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 committee business using web conferencing technologies or via conference calls. However, committee service may require time and/or travel expenses for one or more in-person meetings each year.

The following CARLI Committees are seeking members:

  • Collection Management Committee
  • Commercial Products Committee
  • Created Content Committee
  • Instruction Committee
  • Preservation Committee
  • Public Services Committee
  • Resource Sharing Committee
  • SFX System Committee
  • Technical Services Committee

To view the committee charge, and the current committee rosters, visit the Board and Committee pages on the CARLI web site.

The Executive Director, in consultation with the Executive Committee of the CARLI Board of Directors will make appointments no later than June 5, 2015. All new committee members will officially begin work on July 1, 2015.

Please send questions about CARLI committees or the process for selecting committee members .

Bib Records for Sage E-Journal 2007 Deep Backfile

CARLI made a consortial purchase of the Sage E-Journal 2007 Deep Backfile Collection for all CARLI governing members in 2007. The collection was initially made available on a cost-recovery basis and was then opened to all Governing members in 2012. Access for libraries continues in perpetuity. The Deep Backfile Collection includes the content of each journal from issue 1, volume 1, through the last issue of 1998. Historically, MARC records for this collection were not provided.

Thanks to a joint effort between Greenville College and CARLI, a set of MARC records has been obtained from OCLC WorldCat and enhanced. This set is now available to load into your library’s catalog.
For I-Share libraries: 
You may request to have the MARC records loaded into your local Voyager database. Please read the loading and summary document to view sample records and review options for the loading of the records. Your library’s I-Share liaison should file a WRO (work request online) as covered in the loading document.

For libraries who are not I-Share participants: 
You can request the file of CARLI-edited MARC records for your online catalog or request a file of OCLC control numbers to retrieve the unedited records from OCLC by .

We hope these records help improve patron discovery and use of these resources! Please .

Resource Sharing Open House Events

Registration is now open for the following Resource Sharing Open Houses. At each location there will be a work flow tour and discussion period. These events, sponsored by the Resource Sharing Committee, are open to all CARLI members. 

You must register for each event separately. If you have any questions about this program, please

CARLI-Sponsored Shelf-Ready Materials Forum

Join the CARLI Technical Services staff on April 17 at the University of Illinois Chicago for a discussion that will primarily focus on the topic of shelf-ready materials. 

The day will start with a discussion of what shelf ready is and the pros and cons of the service. Following that, several institutions will share their shelf-ready experiences in a panel discussion. After lunch (provided by CARLI), we will give an update on the new features of Voyager 9.1.1 and changes for I-Share Technical Services staff. The day will conclude with roundtable discussions on three concurrent topics: shelf ready (for those who want to continue the conversation), Marc Edit (what we have learned so far in Terry Reese’s webinar series, as well as how we are using MarcEdit locally), and Voyager 9.1.1 upgrade Q&A. 

Please register and view the day’s agenda on the CARLI web siteThe deadline to register is Friday, April 10.

eBook Symposium Registration is Now Open

The eBook Symposium will provide background and information for those purchasing or wanting to purchase ebooks for their library's collection. This day-long program will be held May 7, 9:30 am–3:30 pm at the I-Hotel in Champaign. The day will begin with a panel of your colleagues describing issues to consider when dealing with ebooks.

Michael Zeoli, Vice President, YBP Strategic eContent Development, will provide the keynote for the day on the eBook Marketplace. In the afternoon, there will be two tracks, presented by members of the CARLI Instruction, Commercial Products, and Public Services Committees to explore specific topics in more detail. The day will conclude with an update on the 2014 CARLI EBL eBook Pilot Project.

For more information, the full agenda and to register, please visit the eBook Symposium web page

I-Share Next Update

The I-Share Next Task Force continues to work on the system specifications that will be included in a Request for Proposal for a library management system to ultimately replace Voyager. After putting out a call for volunteers who have expertise in various functional areas, the Task Force assembled membership rosters for four “Specification Teams” to review the draft specifications and take them to a higher level of detail. Each Spec Team includes two or three ISN Task Force members serving as Team conveners and liaisons to the ISN Task Force. The Spec Teams have all had their initial meetings in the past week, and will be working toward a June 2015 completion of their work. Following that, the I-Share Next Task Force will compile the Spec Teams’ chapters into the RFP over the summer. We still expect to have a final draft of the RFP to the CARLI Board for review in September 2015. Looking further down the calendar, we anticipate the RFP being released in 2016, the next system being selected in 2017, and implementation tentatively slotted for 2018.


Voyager 9.1 Upgrade Webpage Now Available

CARLI staff will upgrade our Ex Libris Voyager software on June 12-15, 2015 to bring us up to date with the most current version, 9.1. To help I-Share libraries prepare for the change, the CARLI Office has gathered information and documentation on the Voyager 9.1 upgrade web page

We will continue to update this webpage throughout the weeks leading to the upgrade. Presently, the page contains links to all of the Ex Libris 9.1 documentation as well as information about PC system requirements for Voyager 9.1. In the coming weeks, CARLI staff will provide details on library tasks before, during, and after the upgrade, as well as a Frequently Asked Questions section. Please bookmark and review this page regularly.

Please .

Registration Open for MarcEdit Webinar Series

CARLI is pleased to offer a series of webinars on the free MARC utility "MarcEdit". Terry Reese, the developer of MarcEdit, will present these sessions for the CARLI community. CARLI staff have prepared a recorded presentation about the use of MarcEdit in the I-Share environment which we recommend you view prior to watching any of the webinars presented by Mr. Reese.

We also recommend watching the recording of the first webinar, "Introduction to MarcEdit and Working with MARC Data," before attending or viewing other sessions. Attendees must register for each webinar individually, using the links below. Please note: all webinars will be recorded and made available on the CARLI website.

Please  with any questions.

Resource Description Access (RDA) Webinar Series

Please join us for the last two of a three webinar series "Resource Description and Access (RDA) for the Rest of Us: An Introduction for Public Services Librarians (and anyone else feeling out of the loop on RDA)" presented by the Technical Services Committee in collaboration with the Public Services Committee. With these webinars, we hope to demystify RDA for public services librarians and any other library staff who may be struggling with RDA, conceptually or in practice. A link to the recording of the first webinar in the series is available below.

You must register for each session individually. Each webinar will be recorded and made available on the CARLI web site. 

  • Webinar 1: You've Heard Catalogers Talk about RDA, But What Does It Mean for You? In this webinar, Elizabeth Cribbs will dive into how we got to RDA, the benefits that RDA offers, and what we hope RDA will help us accomplish with the online catalogs of the future. Watch a recording of this webinar on the CARLI web site
  • Webinar 2:  How Does RDA Change the Way Records Look in the Online Catalog? April 15, 10 am–11 am. In this webinar, Lynnette Fields will show the effects of RDA on records in our online catalog. We will compare what RDA records look like and how they¹re different from AACR2 records. Register by April 8
  • Webinar 3: How RDA Affects Searching and Display In VuFind: Searching, Facets, and Authorities. May 1, 10 am–11 am. In this webinar, Paige Weston will discuss how RDA improves precision in OPAC item descriptions, and requires keyword search strategies to maintain recall in OPAC search results. Additionally, she will briefly describe how CARLI has exposed RDA data elements as additional facet options and as more specific format icons (and how this sometimes leads to trouble). Michael Norman from UIUC will also discuss RDA-based changes in Preferred Names and Titles, and how public service professionals may have to deal with both the old and new forms of names. Register by April 24.

Please with any questions.

Preservation Tip: Media 911

Greg MacAyeal, Assistant Head, Northwestern University Music Library

What do these concepts have in common: large numbers, obsolescence, degradation, high research value, and a short time window? They all describe the situation we see in our media collections. As described in “Why Media Preservation Can’t Wait: The Gathering Storm” by Mike Casey (IASA Journal, no.44, January 2015), media preservation has reached a crisis point. Libraries, archives, museums, historical societies, and all other institutions holding audio and video collections need to develop robust plans to make sure these collections are not lost. 

Casey’s article eloquently describes this crisis. There are large, large numbers of audio and video recordings on a wide range of formats. Virtually all of them are in danger of disappearing. All physical audio and video formats are degrading, and some of them are degrading at a rate that will soon, if not already, render them unplayable. For those that remain playable, let’s hope the playback equipment will be available. Fewer and fewer institutions have open reel tape decks, DAT players or even laser disc players. Those that still have this equipment are having a harder time maintaining the equipment due to the scarcity of parts and vanishing expertise needed to make repairs. The window of opportunity is closing. Mr. Casey estimates we have less than 15 years for most kinds of media – less than that for the more unstable formats. At the same time, we hardly have the capacity to cope with preservation initiatives on this scale. We do not have the staff, the space, or the capital – but we need to act, even if on a small scale.

First, let’s learn about the problem. Start by reading Casey’s article I mention above. The Music Library Association also maintains a bibliography related to audiovisual preservation.

Then, take an inventory of your own collections simply to learn what is held. Create a prioritized list of materials to conserve/preserve when the opportunity arises.   This inventory will be unique to your institution. The University of Illinois’ Audiovisual Self - Assessment Program (AvSAP) is a great tool to use while making an inventory.

Most importantly, let’s keep the issue from sliding off the plate. Forgetting the need will assuredly allow the gathering storm to overwhelm us. 

Other Library News

RAILS Seeking Academic Libraries to Participate in Overlay Project Webinar

RAILS is seeking academic libraries to participate in a focus group that will assist in their research of a potential overlay project to provide RAILS-area library users with seamless access to shared online catalog consortia within RAILS and the catalogs of standalone libraries that choose to participate. The project would greatly enhance resource sharing by allowing library users to search for a much wider, richer variety of materials than any one library or library consortium could provide – all at the same time and place. 

A series of focus groups is being conducted to gather input on what RAILS members would like to have in an overlay product and to identify other factors that will need to be addressed to make the project successful. 

On April 7 from 1–3 pm academic libraries in I-Share or using a standalone system are needed to participate. To express interest in participating, please . Please provide your name, library, job title, email, and preferred phone number. Please also indicate your library’s current integrated library system (ILS) or if your library is not automated. Confirmed participants will be contacted by RAILS. For more detailed information about this project, please read this document on the RAILS web site.

Illinois State University Annual Bryant Jackson Lectureship

Connect the Dots & Reach for the Stars: Aligning the Academic Library with Institutional Aspirations will be presented by Megan Oakleaf, Associate Professor, iSchool, Syracuse University on April 15 at 1:30 pm in the Old Main Room, Bone Student Center, Illinois State University. Successful academic libraries serve the needs, advance the missions and achieve the outcomes of their parent institutions. To accomplish these goals, librarians must first ascertain what those needs, missions and desired outcomes are. You are invited to join in the discussion on how to achieve these goals in the complex and rapidly changing environment of the library. For a complete description of this event, please visit the Illinois State University web site

Great Lakes Resource Sharing Conference Registration Now Open

Join others from public and academic libraries in the Great Lakes Region to collaborate, share ideas, and offer training to resource sharing departments. Reserve your space now for the conference on June 4 and 5 at the Radisson in Kalamazoo, Michigan. Mark Sullivan, Executive Director of the IDS Project, a New York based library cooperative that focuses on community and innovation, will deliver the keynote address.

Topics for the concurrent sessions include: 

Beyond Patron-Driven Acquisition: Broader Uses of Resource-Sharing Data in Collection Development
Don’t Miss the Boat! Navigating the Interlibrary Loan Code for the United States
Crowd-Funding for Open Access E-Resources 
Charting New Waters: Partnering to Provide  “On Demand” Services

For more information, please visit the Great Lakes Resource Sharing Conference Web Site

Lisa Janicke Hinchliffe Receives Miriam Dudley Instruction Librarian Award

Lisa Janicke Hinchliffe, coordinator for information literacy services and instruction at the University of Illinois at Urbana-Champaign, is the winner of the Association of College and Research Libraries (ACRL) Instruction Section’s (IS) Miriam Dudley Instruction Librarian Award. The award honors Miriam Dudley, whose efforts in the field of information literacy led to the formation of IS. The honor recognizes a librarian who has made a significant contribution to the advancement of instruction in a college or research library environment.

Hinchliffe will receive her award at the IS program during the 2015 ALA Annual Conference in San Francisco.

Myung-Ja (MJ) Han Receives Esther J. Piercy Award

The Association for Library Collections & Technical Services (ALCTS) has named Myung-Ja (MJ) Han, metadata librarian and associate professor of library administration at University of Illinois at Urbana-Champaign (UIUC), as the recipient of the 2015 Esther J. Piercy Award. The award will be presented on Saturday, June 27 at the ALCTS Awards Ceremony during the 2015 American Library Association (ALA) Annual Conference and Exposition in San Francisco.

Through her scholarship, her presentations, and her mentorship of a new generation of librarians, Han shares her profound expertise with our community. She exhibits all the qualities represented by the Esther J. Piercy Award. The Esther J. Piercy Award was established by ALCTS in 1968 in memory of Esther J. Piercy, editor of Journal of Cataloging and Classification from 1950 to 1956 and of Library Resources & Technical Services from 1957 to 1967. The Piercy Award recognizes the contributions to those areas of librarianship included in library collections and technical services by a librarian with no more than 10 years of professional experience who has shown outstanding promise for continuing contribution and leadership.

Upcoming CARLI Meetings and Events

Forums, Workshops and Training

April 1               MarcEdit Webinar 2: Working with Non-MARC Data
April 8               Resource Sharing Open House, University of Illinois Springfield and the Illinois State Library
April 13             MarcEdit Webinar 3: MarcEdit and RDA
April 14             Resource Sharing Open House, Kankakee Community College and Olivet Nazarene University 
April 15             Webinar: Understanding RDA–Part 2
April 17             Technical Services Committee Spring Forum
April 22             Voyager Circulation Training
April 24             Resource Sharing Open House, Trinity International University and Lake Forest College

May 1                Webinar: Understanding RDA–Part 3
May 6                MarcEdit Webinar 4
May 7                eBook Symposium 
May 15              MarcEdit Webinar 5


April 7             Preservation Committee
April 8             SFX System Committee
April 9             Public Services Committee
April 9             Commercial Products Committee
April 10           Technical Services Committee
April 13           Collection Management Committee
April 16           Resource Sharing Committee
April 17           Instruction Committee
April 17           I-Share Next Task Force
April 28           Created Content Committee

May 5              Preservation Committee 
May 8              Technical Services Committee
May 13            SFX System Committee
May 14            Public Services Committee
May 14            Commercial Products Committee
May 15            Instruction Committee
May 15            I-Share Next Task Force
May 20            SFX Interest Group Open Conference Call
May 21            Resource Sharing Committee
May 26            Created Content Committee

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

Contact Us

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