CARLI News October 28, 2020

CARLI Annual Meeting and Governing Directors Meeting

We hope you will join us for the Virtual CARLI Annual Meeting on November 13 via Zoom! Please see the event page to view the agenda for the day and to register. 

On November 12 the Governing Directors Meeting will also be held virtually as a part of the regularly scheduled Governing Directors Check-in Sessions. Although registration is not required for the informal discussions that have been held the last several months every other Thursday, registration is requested for this meeting.

REMINDER: SFX Access Ending October 30

This is a final reminder that CARLI will discontinue running SFX on October 30. We hope at this time you have taken these steps to prepare for SFX shut down.

  • Export any collection or portfolio information your library wishes to retain 
  • Similarly, generate and save any SFX usage data your library requires 
  • Plan to use the Alma and Primo VE link resolver as soon as possible including changing embedded links in other electronic resources
  • Review, if needed, previously sent SFX usage data as described here

CARLI will continue running SFX until October 30, 2020. This is dependent on the ongoing health of the physical server systems in our Urbana data center. If one of the physical systems should suffer a catastrophic failure before the planned shutdown, CARLI staff may not be able to fix it.

Please email with any questions. 

ILDS November Holidays

For ILDS locations who are currently receiving delivery, RAILS will be closed on November 3 for election day, and will not be providing delivery service. IHLS will be open and making deliveries on November 3.

If you are unsure which library system handles your delivery, you can look that information up online by searching for your library on the L2 website.  On your library's page above "Resource Sharing" there should be a link to the system that handles your delivery.

ILDS will also observe holidays on Thursday, November 26 and Friday, November 27 and delivery service will not be provided. Service will resume on Monday, November 30.

CARLI Resource Sharing in our New Age: Alma Digitization Dos and Don’ts

The CARLI Resource Sharing Committee second discussion in their monthly discussion series: CARLI Resource Sharing in our New Age: Alma Digitization Dos and Don’ts will be held on November 20 at 11 a.m.

There will be a presentation on configuring digitization requests and things to think about regarding workflow, with Ashtin Trimble of Black Hawk College and Sarah McHone-Chase of Northern Illinois University.

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

Please register for this session. If you are unable to attend watch for the video of the discussion which will be posted to the CARLI website.

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 has been made available for up to 5 CARLI member libraries to attend the Open Education Network's Certificate in OER Librarianship Program. 

Member librarians interested in the CARLI support program should immediately notify CARLI following acceptance into the program from the OEN by sending an email to . Acceptance by the OEN is required but does not guarantee CARLI support; after OER Committee review, CARLI will notify member librarians within seven working days about whether CARLI support is available for their participation. 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 program based on the promotion of geographic and library type diversity. Once approved by the OER Committee, each of the up to five attendees would receive funding up to $850 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

Please note: The OEN offers partial financial assistance based on need to applicants who apply for it and scholarship opportunities for Black, Indigenous, or People of Color (BIPOC) librarians. CARLI member librarians should apply as these programs could supplement consortial attendance. 

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

CARLI Virtual Course: Understanding and Promoting Open Educational Resources

CARLI is pleased to present this 3-week synchronous and asynchronous course on open educational resources. Two options for attending this workshop will be offered in December 2020. This program will be offered multiple times throughout the year.

Option 1: Live Sessions on December 2, 9, 16 at 1:00 p.m.–2:15 p.m.
Option 2: Live Sessions on December 3, 10, 17 at 11:00 a.m.–12:15 p.m.

This virtual course includes material that was first shared with the CARLI membership during the Open Textbook Network Train-the-Trainer workshops in Spring 2018, and 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 including those that attended the 2018 program.

The virtual program will contain both synchronous (three live 75-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 will register for one option only. 

Registration is available until November 18 or until the courses are full. Course materials will be sent to registrants on November 19. Please contact if you have questions.

CY21 E-Resources Selection System Closing November 6

The selection system is currently open for calendar year 2021 through November 6, 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. 

If you worked with CARLI staff to move your Sage CQ products to CARLI billing, please double-check your pricing, as we have seen a few errors.

If you want to select the Sage E-Reference fee but are unable to make the selection in the system, send a ticket to  and CARLI staff will add it to your selections.

If you have questions or need a login, email .

E-Resource Licensing Activities

We continue to work on the renewal of our license with the American Chemical Society, which has just been sent to University Purchasing.

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 November and December.

Please check the CARLI calendar for additions to these programs.

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 which means you can choose whether you want to participate. 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, 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

The top item this month is a reminder that the CARLI staff plan to take Voyager and SFX offline permanently at 5 p.m., on Friday October 30, 2020. We hope that by now you are completely cutover to Alma and Primo VE for your operations, but it might be worth checking the links on your webpages to make sure they are all up to date. Also, just to be clear, this means that you will no longer be able to access the VuFind public catalog interfaces or WebVoyage (these will both redirect to a menu at where one can select an I-Share institution to search via PrimoVE). You will also no longer be able to run Access or web reports on Voyager data. This is also a good time to uninstall any Voyager staff clients you still have on your computers. Additionally, if you configured OCLC WorldCat to link to Voyager, be sure to switch those settings as well.

Some institutions have asked us to export a copy of their Voyager data for the library to retain. We are able to export the data in csv (comma separated value) format and provide that to you via our SFTP files server. If that is of interest, please send an email to us at

Speaking of our SFTP files server, while we are going to continue to provide this service for the long term, we are moving it from a CARLI-managed server to the Amazon cloud. That change will happen on Wednesday, November 4 at 9 p.m. CST. While the server will still have the name, the server's IP address will change from to If your institution relies on egress firewall configuration settings in order to access, please alert your networking department staff of this upcoming IP address change.

The November Alma and Primo VE monthly software update will be installed by Ex Libris on Sunday, November 1, 2020. The November release is expected to include some additional response time improvements as well as some fixes we have been anticipating including a correction to the Hold Shelf letter, and a fix that addresses some of the issues we were having with links to online resources not being displayed in full record views. Ex Libris posts release notes in their Knowledge Center documenting the changes and fixes coming each month and we encourage you to refer to the Alma notes and Primo VE notes. We also want to remind you that CARLI maintains a selective list of known Alma issues.

If you are using Alma Analytics (reporting) please note that Ex Libris is continuing to migrate from running on Oracle Business Intelligence 11 (OBI) to Oracle Analytics Service (OAS). They have been migrating server by server, and the Alma server I-Share runs on, called NA06, will be migrated to OAS the week of November 1-8, 2020. Please note that if you have used Analytics and saved any reports in "My Folder" that you will need to move those reports to another folder before November 1. Also, if you create or modify any reports, not just ones in "My Folder" during the Nov. 1-8 period, those changes will not be kept. For more on the Analytics migration see the Ex Libris FAQ and CARLI’s instructions for copying your "My Folder".

Please note that due to the extra Thursday in October and Thanksgiving in November, the every other Thursday Open Office Hours will be held only once next month on November 12.  Please continue to watch your email and the CARLI calendar for other events and learning opportunities.  

Preservation Tip: Preservation Snapshot at the University of Illinois at Urbana-Champaign

William Schlaack, Digital Reformatting Coordinator, University of Illinois at Urbana-Champaign

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, Jennifer Hain Teper, Head of Preservation Services at the University of Illinois at Urbana-Champaign, shares her experience.

Read the full interview.

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

Other Library News

UIUC’s Ginsburg is 2020 Illinois Library Association Intellectual Freedom Award Winner

Rebecca Ginsburg, Director of the Education Justice Project (EJP), based at the University of Illinois at Urbana-Champaign, is the recipient of the 2020 Illinois Library Association (ILA) Intellectual Freedom Award. The award, presented by the ILA Intellectual Freedom Committee, recognizes an individual or group for outstanding contributions in defending intellectual freedom or the advancement of these principles. The award is sponsored by the Intellectual Freedom Fund and was established in 2007 in honor of Robert P. Doyle. 

The Intellectual Freedom Award was presented at a ceremony held in conjunction with the virtual 2020 Illinois Library Association Annual Conference. 

To read the full press release, visit the ILA web site.

UIUC’s Benson is 2020 Crosman Memorial Award Winner 

Sara Benson, Copyright Librarian at the University of Illinois at Urbana-Champaign (UIUC), is the recipient of the ILA’s 2020 Crosman Memorial Award. The Crosman Award is named in memory of Alex Crosman, director of the Peoria Public Library at the time of his death in 1986. The award recognizes the achievements of library workers who are new or relatively new to the field and encourages continued involvement in the profession. Other awards honor those who have accomplished a great deal over a long period of time; this award honors someone who has accomplished a great deal in a short time.

The Crosman Memorial Award was presented at a ceremony held in conjunction with the virtual 2020 Illinois Library Association Annual Conference. 

To read the full press release, visit the ILA web site

Northwestern’s Beestrum is 2020 Illinois Academic Librarian of the Year 

Molly Beestrum, Education and Curriculum Coordinator at Northwestern University’s Galter Health Sciences Library & Learning Center, is the 2020 recipient of the Illinois Library Association (ILA) Illinois Academic Librarian of the Year Award. The award, presented by the ILA Illinois Association of College and Research Libraries (IACRL) Forum, recognizes an Illinois librarian who is making an outstanding statewide contribution to academic or research librarianship and to library development. The award is sponsored by Library Juice Academy. 

The Illinois Academic Librarian of the Year Award was presented at a ceremony held in conjunction with the virtual 2020 Illinois Library Association Annual Conference. 

To read the full press release, visit the ILA web site

ILLINET Survey Now Available 

The ILLINET Interlibrary Loan (ILL) & Reciprocal Borrowing Statistical Survey is available now. 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.  More detailed information about adherence to the ILL Code is available.
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 1                       Alma Monthly Release
November 3                       CARLI Office Closed for Election Day
November 8                       Alma Release Update
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


November 4      Resource Sharing Committee
November 9      Preservation Committee
November 10    Created Content Committee
November 12    Alma & Primo VE Open Office Hours
November 12    CARLI Governing Directors Meeting
November 13    CARLI Annual Meeting
November 18    Collection Management Committee
November 18    Instruction Committee 
November 19    OER Committee
November 20    Commercial Products Committee
November 23    Public Services Committee
November 24    Created Content 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 14     Preservation Committee
December 16     Collection Management Committee
December 16      Instruction Committee
December 22     Created Content Committee

Webinars, Forums, Workshops and Training

November 4       PDA Series: Inclusive Online Instruction
November 5       Let's Talk About Fulfillment
November 6       Instruction Committee: Online Accessibility/Inclusion Discussion
November 10     Let's Talk About Fulfillment
November 12     PDA Series: Taking Comments & Making Clarity: A Website Usability Case Study
November 16     PDA Series: Practical Guide to COUNTER Release 5
November 16     PDA Series: Google Chrome Extensions: Helpful Hacks for the Chrome Experience
November 18     PDA Series: Restoring Our Attention
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 8       PDA Series: Decolonizing Subject Headings and Collections
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 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

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

Contact Us

Please direct all questions and comments about the e-newsletter to . Subscribe to CARLI email lists to receive the latest news on topics of interest to you.