CARLI News October 27, 2021

CARLI Annual Meeting and Governing Directors Meeting

The 2021 CARLI Annual Meeting will be held via Zoom on Wednesday, November 10 at 10 a.m. Staff at any CARLI member library is invited to attend. The Annual Meeting will feature a keynote address by Emily Knox, "After the Fire: LIS Education in a Changed World." Dr. Knox is Interim Associate Dean for Academic Affairs and an associate professor in the School of Information Sciences at the University of Illinois at Urbana-Champaign.

The 2021 CARLI Annual Governing Directors Meeting will be held via Zoom on Thursday, November 4 at 10 a.m.

Register now for these events. 

CARLI and ILDS November Holiday Delivery Schedule

Both CARLI and ILDS will observe holidays on Thursday, November 25 and Friday, November 26 and delivery service will not be provided. Service will resume on Monday, November 30.

Illinois SCOERs Sub-Awards Applications

Applications for Illinois SCOERs Sub-Awards will be available December 1, 2021. “Illinois SCOERs: Support for the Creation of Open Educational Resources,” is a $1.08 million project funded by the US Department of Education's Open Textbooks Pilot Program.

Stay tuned for updates and dates for Zoom sessions about the application process. Subscribe to the Illinois SCOERs email list for the latest news.

Save the Date! CARLI Directors Institute 

CARLI will hold the Directors Institute February 9–11 from 9 a.m. to noon each day. The institute has been designed to enhance the management and leadership skills of Governing Member library directors/interim directors who are new to their positions or those who feel new to their positions, but any director interested in the program is welcome to attend!

Monthly Discussion Series: Resource Sharing in Our New Age

The Resource Sharing Committee's October Discussion “Two Libraries' Different Approaches to Lost and Billed Materials Processes,” will focus on using Alma Analytics reports and dashboards to process lost materials for billing and automatic transfer of fees to a campus system. 

Librarians from two academic libraries will begin the session by sharing their different approaches to processing lost materials for billing. Janelle Sander of University of Illinois at Urbana-Champaign will discuss automatic transfer of fines to an external bursar system and how that process impacts billing workflows. Shelly McDavid, from Southern Illinois University Edwardsville, will demonstrate how leveraging customized dashboards and reports in Alma Analytics has enabled her library to start slowly working through current and future workflows for lost and billing processes. Afterwards, we want to hear from you too!

Grab a beverage, bring your thoughts, questions and feedback, and join us so we can learn together and support each other!

Please note, this session will not be recorded to promote conversation, but the committee members will take notes on tips and workflows shared for posting to the CARLI website.

This webinar is on Friday, October 29 from 11:00 a.m. to 12:00 p.m.

Please send any questions to .

E-Resources Selection System Open Now

The CARLI selection system is open through November 5 for Calendar Year 2022 selections. Please get your choices entered soon. This cycle includes products from AAAS, ACS, AMS, ACM, Artstor, Duke University Press, Johns Hopkins University Press, JSTOR, Sage, and Wiley. 

For any questions, please send an email to

OER Update

CARLI Support for Member Attendance to the OEN's Certificate in OER Librarianship Program

In support of CARLI member libraries' OER efforts, the Open Educational Resources Committee is pleased to announce that funding is available for up to five CARLI member librarians to attend the Open Education Network's Certificate in OER Librarianship Program.

Other Scholarships: 

  • The OEN offers general scholarships for attendance. CARLI member librarians SHOULD NOT apply for a general scholarship. 
  • The OEN has a number of full scholarships for librarians who are Black, Indigenous, or People of Color (BIPOC). CARLI member librarians who are Black, Indigenous, or People of Color SHOULD apply for one of these scholarships as the OEN BIPOC scholarships may increase the total number of Illinois librarians that would receive financial support to attend this program.

Member librarians interested in CARLI support should immediately notify CARLI following acceptance into the OEN Certificate in OER Librarianship Program by sending an email to . Acceptance by the OEN is required but does not guarantee CARLI support. CARLI will notify member librarians within seven working days to confirm if CARLI support is available. If more than five applicants are accepted into the program by the OEN and subsequently request CARLI support, the OER Committee will select recipients for this support based on the promotion of geographic and library type diversity. Once approved by the OER Committee, each of the attendees would receive funding up to $920 for the program registration fee.

In return for CARLI's support of attendance, each librarian attendee must fulfill certain requirements:

  1. Become a trainer for CARLI, joining the cohort of "System Leaders" as trained by OEN
  2. Contribute content for the CARLI Open Illinois Initiative on the CARLI website
  3. Make a presentation to the CARLI membership during a webinar, meeting, or other event about the certificate program

If you have questions, please send an email to .

Submit your application to the OEN by 11:59 p.m., November 28, 2021.

For questions about available scholarships or other questions about the OEN Certificate in OER Librarianship, please see OEN's Frequently Asked Questions.

OER Office Hours

Please join the CARLI OER Committee for informal discussions in November and December. 

The sessions are intended as a space for CARLI members to have a conversation, to share their current experiences, and to learn from each other.

Registration 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 this 3-week synchronous and asynchronous course on open educational resources. Two options for attending this workshop will be offered in December 2021. This program will be offered multiple times throughout the year.

Option 1: Live Sessions on Wednesdays, December 1, 8, and 15, 11:00 a.m.–12:30 p.m.

Option 2: Live Sessions on Thursdays, December 2, 9, and 16,  2:30 p.m.–4:00 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.

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. 

Registration is available until November 22 or until the courses are full. Course materials will be sent to registrants on November 22. Please contact , if you have questions. 

OER Faculty Workshop: Supporting Academic Success: Open Educational Resources and Affordable Course Materials

Save the dates:

  • January 27: 12:00 p.m.–2:00 p.m.
  • February 23: 11:00 a.m.–1:00 p.m.
  • March 30: 11:00 a.m.–1:00 p.m.

The CARLI OER Committee invites members to share with their teaching faculty an opportunity to attend a virtual workshop to learn about open educational resources including open textbooks. 

The workshop will:

  • Identify the problem are we 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.

Presenters include past and present members of the CARLI OER Committee and CARLI Staff.

Content will be the same for each workshop. The primary content will be presented in the first 90 minutes of the session. Time for additional consultation will be available in the last 30 minutes of the program.

More information and registration will be available soon.

Upcoming Events from the Professional Development Alliance

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!

Fall 2021:

  • October 28: Teaching Digital Literacy with Google's Applied Digital Skills Program
  • November 8: Assessment Made Easy: An Introduction to Project Outcome
  • November 8: Learnabout: Google Drive
  • November 10: Media Landscapes: Uncovering Truth in a News Desert
  • November 10: Finding Freedom: Focused Work in Fast-Changing Times
  • November 17: Blindsided at Work: One Strike and You're Out!
  • November 18: Developing Inclusive Library Services for Teens with Disabilities
  • December 2: Save the Date: "The Great Resignation Movement" – a Conversation with Elaina Norlin about Workplace Culture, Communication, and How to Advocate for Yourself
  • December 6: Learnabout: GoogleSheets
  • December 9: Sharpening Your Organizational Skills

Watch for these events coming in Winter/Spring 2022:

  • January 19: The Before and After: Returning to Work with COVID Restrictions Still in Place
  • March 1: Save the Date for an event with Emily Knox!
  • March 8: 2-part Open Pedagogy Series, Workshop 1: From Open Resources to Equitable, Student-Centered Practices 
  • March 15: 2-part Open Pedagogy Series, Workshop 2: Implementing Open Pedagogy: Outreach and Advocacy for Developing Faculty Partnerships

To register, visit the CARLI Event Calendar. Recordings of past CARLI-sponsored PDA events are available where permitted by the presenter. 

If you have a topic you would like to see as a continuing education program, send your idea to .

Shared Documentation Depository

The CARLI Technical Services Committee (TSC) is inviting CARLI member institutions to share their Alma workflow documentation for use and repurposing by other CARLI institutions. Workflow documentation specific to your institution can assist CARLI institutions in early stages of workflow development and provide insight for those further along in their processes. Documentation will be shared via the Shared Documentation Depository on the CARLI web site.
If you have local workflow documentation to share related to any area of Alma or Primo VE please consider submitting it via this form. The TSC will post submissions monthly to the Share Documentation Depository. 

Please share your documentation even if another institution has already shared similar workflows. As we all know, there is no "one size fits all" approach in Alma and it is the hope of the TSC that collecting different workflows will help those who are struggling with where to start. Additionally, it is hoped that this Documentation Depository may lead to some best practices for all libraries.

Please contact with any questions.

Thank you for sharing!

Alma Primo VE Update 

Work continues on our efforts to reduce our consortial Alma title count by eliminating duplicate and obsolete records. If you would like an overview of this project, you may wish to view the October 14, CARLI Office Hour webinar recording in which the CARLI staff provided a big picture overview and update on this work. 

Also, we have been sending quite a number of emails about the project and are compiling an archive of those emails.

The CARLI staff are also available for consultation sessions with individual I-Share libraries about their specific questions and concerns about the title reduction project. These sessions are optional, but if you would like to schedule one for your institution, please use our webpage that uses the Calendly app to select a meeting time. At this writing we have held 10 of these sessions and have another 30 scheduled.

We have completed work on reducing the records for free and open access materials that were present in both the CARLI Alma Network Zone and some of our Alma institution zones. We have also completed most of the work on the CARLI fully-funded collections (other than the EBSCO package). These tasks reduced our consortial title count by over 850,000 records.  

For a summary of which collections we have completed, are working on, or will be next on the list; see the "Rounds of Cleanup" section.


  • While we have been talking a lot about reducing duplicate bibliographic titles, we still need to have each I-Share library review their Alma named users (staff logins) before December 1. Please see our FAQ regarding this.
  • The next Ex Libris monthly Alma Primo VE update is scheduled for Sunday, November 7.
  • The next CARLI Alma Primo VE open office hour webinar will be on November 18 at 2 p.m. 

Other Library News

ILA Honors Kathryn Harris

Many congratulations to Kathryn Harris on her induction as an Illinois Library Luminary by the ILA Executive Board! 

Kathryn is a tremendous force for good in Springfield, Illinois, her hometown for five decades. Her commitment to scholarship, especially the sharing of her remarkable research of abolitionist Harriet Tubman, is a continuation of her life’s work around history and exploration. Her lifetime of achievements include the State Journal-Register First Citizen Award, an award that recognizes Springfield-area residents who give selflessly of their time and resources in service to others. Since her retirement in 2015, Kathryn spends her time volunteering in the community, including vibrant portrayals of Harriet Tubman. 

The ILA "Hall of Fame" honors those who have made a significant contribution to Illinois libraries and whose supporters make a contribution of at least $2,000 to the Illinois Library Association Endowment on their behalf. Kathryn was recognized at the ILA Annual Conference for her achievement.

ALA Spectrum Doctoral Fellowship Program

The American Library Association (ALA) has announced the return of the Spectrum Doctoral Fellowship Program. Building off the success of the Spectrum Scholarship Program, which provides one-year academic funding for LIS students who identify as American Indian/Alaska Native, Asian, Black/African American, Hispanic/Latino or Native Hawaiian/Other Pacific Islander, the Spectrum Doctoral Fellowship Program seeks to recruit diverse LIS faculty members. 

In partnership with the University of South Carolina's School of Information Science, the American Library Association seeks to recruit a cohort of 8-10 racially and ethnically diverse doctoral students focused on advancing racial equity and social justice in library and information science curricula.

The fellowship will develop future LIS faculty committed to fostering racial equity through teaching and research while also building capacity and cooperation amongst partnering LIS degree programs to expand social justice curricula and increase support for doctoral students and faculty in the field who are Black, Indigenous, and people of color. In addition to meeting financial needs, fellowship students will attend a two-day conference and be part of a professional cohort. 

Applications open on November 4, 2021, and will be accepted via the ALA Scholarship Clearinghouse. Applications will close on December 10, 2021. An informational session for prospective applicants will be presented on November 3 at 1 p.m. ET. Participants must register in advance. 

This fellowship program was made possible by grant funding from the Institute of Museum of Library Services (IMLS).

Mark Your Calendars for Two IACRL Events

Join the IACRL Virtual Journal Club on November 11 from 12:00-1:00 p.m. for a laid-back lunchtime chat about the article “Advancing Student Success and Helping Students Thrive”.

Shelly McDavid, Coordinator for Access, Services, & Spaces and STEM Librarian from SIUE will provide a summary of the piece and lead the discussion; you bring your sandwich, your tea, and your appetite for a conversation with your peers about the article and the profession. 

On December 9 from 9:30 a.m. to 12:00 p.m. the IACRL Conference & Continuing Education Committee will present its next Spark event Open Pathways - Exploring the Intersections of Diversity Equity and Inclusion and Open Educational Resources. The event will be held via Zoom. Library workers from all libraries in Illinois are welcome to attend!

Ready, Set, Advocate

Illinois Library Association has announced the upcoming release of a 3-part advocacy series called Ready Set Advocate presented by Betsy Adamowski and Keith Michael Fields. The recordings will become training modules on their website:

Free Legal Answers for Civil Appeals

Illinois libraries are being asked to help raise awareness for Illinois Free Legal Answers, a secure website where those who meet income requirements can ask a lawyer for help with a legal issue, including civil appeals. Qualified users post questions about civil (non-criminal) appeals, and volunteer lawyers log onto the site and answer questions. A new initiative has been launched called Free Legal Answers for Civil Appeals that allows Illinois litigants to submit questions about their civil appeal. 

If you have any questions about the program, if you would like hard copies of promotional materials, or would like a larger poster to post at your location, please contact or 312-832-5128.

Upcoming CARLI Events and Meetings

Important Dates

November 7           Alma Monthly Release
November 14         Alma Monthly Release Update
November 25–26   CARLI Office Closed
November 25–26   No ILDS Delivery

December 5        Alma Monthly Release
December 12      Alma Release Update
December 24–January 4   CARLI Office Closed 


November 4     Annual Governing Directors Meeting
November 8     Preservation Committee
November 10   CARLI Annual Meeting
November 10   Discovery PrimoVE Task Force
November 12   Commercial Products Committee
November 16   Technical Services Committee
November 17   Collection Management Committee
November 17   Public ServicesCommittee
November 18   OER Committee 
November 18.  DEI Task Force
November 29   Executive Committee

December 3      CARLI Board of Directors 
December 8      Discovery PrimoVE Task Force
December 10    Commercial Products Committee
December 13    Preservation Committee Meeting
December 14    Collection Management Committee
December 14    Public Services Committee
December 14    Technical Services Committee
December 15    OER Committee
December 15    DEI Task Force

Webinars, Forums, Workshops and Training

November 3     ProQuest Rialto Webinar
November 5     Let's Talk About Fulfillment
November 8     PDA Series: Assessment Made Easy: An Introduction to Project Outcome
November 8     PDA Series: Learnabout: Google Drive
November 10   PDA Series: Media Landscapes: Uncovering Truth in a News Desert
November 10   PDA Series: Finding Freedom: Focused Work in Fast-Changing Times
November 11   Tech Services Q&A
November 16   Let's Talk About Fulfillment
November 17   PDA Series: Blindsided at Work: One Strike and You're Out!
November 18   PDA Series: Developing Inclusive Library Services for Teens with Disabilities
November 18   CARLI Alma & Primo VE Open Office Hours

December 2     PDA "The Great Resignation Movement" – a Conversation with Elaina Norlin about Workplace Culture, Communication, and How to Advocate for Yourself
December 5      Let's Talk About Fulfillment
December 6     PDA Series: Learnabout: GoogleSheets
December 9     PDA Series: Sharpening Your Organizational Skills
December 14    Let's Talk About Fulfillment
December 16    CARLI Alma & Primo VE Open Office Hours

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

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