CARLI News November 20, 2020

2020 CARLI Annual Meeting Recap

Thank you to all the staff at our member libraries who were able to join us on Zoom for the CARLI Annual Meeting on Friday, November 13. There were over 200 CARLI members in attendance!
Recordings of the day’s presentations are being linked from the agenda as they become available.

CARLI and ILDS Holiday Information

The CARLI office will be closed on Thursday and Friday, November 26 and 27 and also from Thursday, December 24 through Friday, January 1. Regular hours will resume on Monday, January 4.  

The following is the list of days that ILDS will not provide service:
Thursday, November 26 - Thanksgiving Day
Friday, November 27 - Designated Day-after Thanksgiving Holiday
Thursday, December 24–Christmas Eve 
Friday, December 25–Christmas Day
Thursday, December 31–New Year’s Eve 
Friday, January 1–New Year’s Day
While the CARLI office is closed, please send an email to or call toll free 866-904-5843 to report any problems or concerns. Callers will have the option to page a tech support staff person to report a system outage or any other serious problem. CARLI staff will respond to all other issues and reports when regular business hours resume.

Wishing you all a safe and happy holiday season!

Call for Presenters: Undergraduate Research Webinar Series

The CARLI Program Planning Committee is seeking presenters for a series of webinars in Spring 2021 focused on academic library support of undergraduate research. The Council on Undergraduate Research (CUR) defines undergraduate research as "an inquiry or investigation conducted by an undergraduate student that makes an original intellectual or creative contribution to the disciplines" (2020) Undergraduate research has grown over the past decade across the disciplines into a sought-after experience to demonstrate intellectual or artistic achievement in a student’s chosen field. 
We are looking for presentations on a variety of topics, including but not limited to: information literacy programming; collections support; incorporating diversity, equity, and inclusion into undergraduate research support; outreach to undergraduate researchers or faculty advisors; collaboration with faculty, departments, or undergraduate research offices/committees; publishing; copyright; dissemination and/or preservation of undergraduate research products; or other services dedicated to undergraduate researchers. Presentations will be 30 minutes long, including time for questions. 
Interested presenters (either individuals or groups) should submit an approximately 100-word description of their presentation. 
Submit your proposal online by Monday, December 7, 2020. 
Please contact , or the , with any questions.

Looking Back to Move Forward: Reflecting on a Challenging Year in Collection Management

Join members of the CARLI Collection Management Committee (CMC) and your CARLI colleagues in Collection Management on Friday, December 11 via Zoom to take stock of the past year in the world of Collection Management. This is an opportunity for an informal discussion of your challenges and successes over the past 12 months.

The CMC is hoping to continue these informal meetings over the course of the next year to engage people working in collection management in informal networking and sharing on a variety of topics of interest in these difficult times. 

Please register for this event from the register tab on the CARLI Calendar. Registration is open until December 4.

Connection details for Zoom will be shared with registrants the week of December 7.

Try-It! Illinois

Try-It! Illinois, the annual statewide electronic database trial, offers the over 1,800 library agencies, their staff and patrons an excellent opportunity to evaluate a wide variety of electronic resources. There is no charge for accessing these during Try-It! Illinois. To obtain the login and password, visit Try-It! Illinois. This database trial is available through November 30, 2020.

Professional Development Alliance

The Professional Development Alliance continues to offer programs on a variety of subjects. Here is what is coming so far during December and January. 



  • 2-Part Series: Redefining Self-Care in the Midst of a Global Pandemic
    • Part 1: Redefining Self-Care in the Midst of a Global Pandemic       
    • Part 2: Redefining Self-Care in the Midst of a Global Pandemic 

Additions to these offerings will be on the CARLI Calendar as registration becomes available. 

We want to hear from you! If you have a topic you would like to see as a continuing education program, send your idea to .  

Survey Invitation: Perceived Value of Cataloging in Identifying Resources for Students

Attention reference and instruction librarian staff! The CARLI Counts Technical Services team is investigating how you perceive the value of enhanced cataloging upon the process of identifying resources for a student and they need your input. Please take about 10 minutes of your time to fill out their survey, "Perceived Value of Cataloging in Identifying Resources for Students". This team of librarians is part of the second cohort of CARLI Counts, a three-year project funded by an IMLS grant that prepares academic librarians to make effective use of research findings on the impact of student success.  

You are being invited to participate in a survey research study. Your participation is voluntary. You may withdraw at any time without penalty.
Project Title: Perceived Value of Cataloging in Identifying Resources for Students 

Principal Investigator: Tammie Busch, Southern Illinois University Edwardsville 
Co-Investigators: Mary Konkel, College of Dupage; Susan Howell, Southern Illinois University Carbondale; Mingyan Li, University of Illinois at Chicago; Ross Taft, Illinois State Library; Cathy Mayer, Lake Forest College; and Dennis Krieb, Lewis & Clark Community College 

The purpose of this survey is to assist a team of technical services librarians in investigating how reference and instruction librarians and staff perceive the value of enhanced cataloging upon the process of identifying resources for a student. This team of librarians is part of the second cohort of CARLI Counts, a three-year project funded by an IMLS grant that prepares academic librarians to make effective use of research findings on the impact of student success. This survey will take approximately 10 minutes to complete.  
Potential Risks: It is expected that participation in this study will provide you with no more than minimal risk or discomfort which means that you should not experience it as any more troubling than your normal daily life. While there are no direct benefits to participating, your response will help us to better understand the research topic.    

Potential Benefits: The survey results will help librarians and staff with cataloging responsibilities better understand what bibliographic information is most helpful to reference and instruction librarians and staff in locating resources for students. The study results will also help librarians and staff with cataloging duties learn what bibliographic information they should prioritize when cataloging resources. 

Confidentiality: CARLI Counts will not be collecting any personal information for the study. All responses to this survey are anonymous and confidential. Your name or identity will not be linked in any way to the research data. If you have any questions about your rights or any other concerns, you may contact the SIUE Institutional Review Board at (618) 650-3010 or .


Alma Primo VE Update

Even in "normal" years, this is the time of year when we start working with I-Share libraries to help them adjust to holiday and winter break schedules and closures. That work is starting a bit earlier this year with many of our member libraries closing before Thanksgiving and staying closed into 2021. CARLI staff are able to help you adjust your Alma settings to accommodate these schedule changes. Just complete this form describing your changes and the dates they will be effective. We know that some sites don't have their re-opening date set yet, and we can work with you on that as well. Many sites are also unable to participate in AFN resource sharing during this time; we continue to try to keep an updated list of which libraries are, and are not participating. Even if a library is listed as open for service, we continue to encourage you to call the other I-Share library before going or sending users there or if you have any questions about their status.

Also, please remember that turning AFN (Alma resource sharing) off or on does not turn ILDS delivery off or on. If you need to suspend, decrease, or resume your delivery service, please contact your regional library system (IHLS or RAILS) at these email addresses:

The next Alma and Primo VE monthly software updates will be done by Ex Libris in the early hours of Sunday, December 6, 2020. Before each update, Ex Libris posts release notes in their Knowledge Center documenting the changes and fixes coming in the next release. We encourage you to refer to the Alma notes and Primo VE release notes. We also want to remind you that CARLI maintains a selective list of known Alma issues on our website.

As always, should you experience any problems following the update, please report it to .

In September, we informed you that CARLI had bought a block of registrations for ELUNA Learns. We still have some seats available, so here is a reminder about that opportunity:

CARLI has purchased a block of registrations for nine of the Ex Libris Users of North America (ELUNA) online webinar series, ELUNA Learns. These sessions focus on Alma and Primo VE and the recordings are available for a year to those who register. These sessions are normally $25 per person; the CARLI block will be available free to I-Share library staff on a first come first served basis while our supply lasts.

To take advantage of the CARLI purchase, please register by sending a completed copy of our registration form via email to CARLI Support. 

CARLI will process your registration with ELUNA. Then ELUNA will follow up with two emails to you:

1) a registration confirmation (ignore the text about how to pay for your registration)
2) a second email from ELUNA with the webinar access credentials (these will be sent approximately 1 day before sessions in the future). 

Please note that ELUNA's policy is that these registrations are for one individual only and are not for group use.

Please remember to register through CARLI to take advantage of our group purchase.

Finally, a reminder that our ongoing second and fourth Thursday Open Office Hour webinar schedule is a bit off in November and December with the holidays. Our next Open Office Hour (and the last one for 2020) will be on Thursday, December 10, at 2 p.m. We also continue to offer more topically focused informal webinars to our calendar on a variety of subjects. Please continue to watch your email and the CARLI calendar for other events and learning opportunities.  

As we approach Thanksgiving, I’d like to once again thank all of you for your flexibility, creativity, patience, and collaboration that you have shown throughout the entire Alma and Primo VE implementation project in this disruptive and challenging year. We have often said that our libraries are better together, and this year has proven that again. Please stay well, stay safe, and stay in touch.

Preservation Tip: Preservation Snapshot at DePaul University

Nora Gabor, Rare Books Librarian, DePaul University Special Collections and Archives

For 2020-2021, the CARLI Preservation Committee is gathering snapshots from the diverse range of perspectives of CARLI member institutions to explore various responses to the pandemic. With specific institutional action, impacts on preservation practices, and keeping up with developing information, we hope that these snapshots will provide the broadest range of responses to shed some light on how our work can continue as well as to provide a record of how libraries responded during this unprecedented time.

This month, Kyle Henke, Digital Archivist at DePaul University, shares his experience.

Read the full interview.

Read additional interviews from the Preservation Committee’s Project Webpage.

Other Library News

ILLINET Survey Now Available 

The ILLINET Interlibrary Loan (ILL) & Reciprocal Borrowing Statistical Survey is now available . Libraries are required by administrative rule to complete the Illinois State Library's annual survey of interlibrary loan traffic. [23 Ill. Adm. Code 3030.200 (a) (2) (O)]

The FY2020 (Ju1y 1, 2019–June 30, 2020) ILLINET ILL Traffic Survey must be completed by March 31, 2021.

The ILLINET Interlibrary Loan Code [23 ILL. Adm. Code 3030 Exhibit A] governs ILL among ILLINET member libraries.  ILLINET member libraries should review the ILL Code to ensure that the library continues to meet resource sharing requirements that are necessary for continued system membership. See here for more detailed information about adherence to the ILL Code.

For questions regarding the ILLINET ILL Traffic Survey or for the username and password, contact the Illinois State Library at 1-800-665-5576, ext. 2. Contact Counting Opinions for technical assistance by email at or by phone at 1-866-850-8366.

Upcoming CARLI Events and Meetings

Important Dates

The CARLI Office staff will remain in remote work status until further notice.

November 26–27   CARLI Office Closed for Thanksgiving

December 6                       Alma Monthly Release
December 13                     Alma Release Update
December 24–January 1   CARLI Office Closed for the Holidays

January 10                         Alma Monthly Release
January 17                         Alma Release Update
January 18                         CARLI Office Closed for Martin Luther King Birthday


November 23     Public Services Committee
November 30     Executive Committee    

December 2       Resource Sharing Committee
December 4       CARLI Board of Directors Meeting
December 7       Public Services Committee
December 10     Alma & Primo VE Open Office Hours
December 10     Governing Directors Check-In
December 14     Preservation Committee
December 16     Collection Management Committee
December 16      Instruction Committee
December 17      OER Committee
December 22      Created Content Committee

January 6           Resource Sharing Committee
January 11         Preservation Committee
January 20         Collection Management Committee
January 20         Instruction Committee
January 21         OER Committee
January 25         Public Services Committee
January 26         Created Content Committee

Webinars, Forums, Workshops and Training

November 23     Let’s Talk About Fulfillment 

December 2       Tech Services Q&A: Serials Receiving and Other Topics
December 2       Option 1: Understanding and Promoting Open Educational Resources Session 1
December 2       Instruction Committee: Primo VE in Practice – Life After Going Live
December 3       Option 2: Understanding and Promoting Open Educational Resources Session 1
December 4       Let’s Talk About Fulfillment
December 7       Tech Services Q&A: Withdrawing and Deleting Records and Other Topics
December 8       PDA Series: Decolonizing Subject Headings and Collections
December 8       Let’s Talk About Fulfillment
December 9       Option 1: Understanding and Promoting Open Educational Resources Session 2
December 10     Option 2: Understanding and Promoting Open Educational Resources Session 2
December 11     Looking Back to Move Forward: Reflecting on a Challenging Year in Collection Management
December 15     Tech Services Q&A: Ebooks in Alma
December 16     PDA Series: Communicating Value through Storytelling
December 16     Option 1: Understanding and Promoting Open Educational Resources Session 3
December 17     Option 2: Understanding and Promoting Open Educational Resources Session 3
December 18     Let’s Talk About Fulfillment
December 22     Let’s Talk About Fulfillment

January 12        PDA Series: Redifining Self-Care in the Midst of  Global Pandemic Part 1
January 19        PDA Series: Redifining Self-Care in the Midst of  Global Pandemic Part 2

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

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