CARLI News October 30, 2019

Last Call: 2019 CARLI Annual Meeting and Directors' Meetings

Register by November 7 for the 2019 CARLI Annual Meeting on Friday, November 15 at the I Hotel and Conference Center in Champaign. Staff at any CARLI member library are invited to attend.

A meeting of the CARLI Library Governing Directors will precede the Annual Meeting. Directors should register for this meeting if they are planning to attend. 

A separate registration is required for each meeting. 

CARLI Networking Reception November 14 5-7 p.m.

Join CARLI and the iSchool at the University of Illinois at Urbana-Champaign, and attendees at CARLI's first ever Career Fair, for a reception/mixer on November 14,  5-7 p.m. The event will be an opportunity for networking, and socializing, and will launch an initiative to commemorate a special CARLI resource sharing 40th anniversary. The event will be held at the Holiday Inn Conference Center, 101 Trade Center Drive, in Champaign. 

ILDS Holiday Closure for Thanksgiving

ILDS will not provide delivery service on Thursday, November 28 or Friday, November 29. Both of these days are ILDS designated holidays. Service will resume on Monday, December 2.

CARLI Selection System Open through November 8

The selection system is currently open for calendar year 2020 selections through November 8, please get your selections entered soon. This cycle includes products from AAAS, ACS, AMS, ACM, Duke University Press, Sage Premier and Wiley. If you have questions or need a login, email .

Alma Primo VE Update

We have reached another milestone in our migration to Alma and Primo VE: as of October 23, every I-Share library now has access to a full test environment! The project is on schedule and we still expect to go live on June 24, 2020. 

The test environments include the full set of data (bibliographic records, holdings, patrons, item status, and acquisitions data) from Voyager plus electronic resources data from SFX, or other e-resource systems that the libraries currently use. 

The test environments will be in read-only status until November 6 so that library staff and CARLI staff can do some basic data checking before any changes are made to the test environment data or configuration. On and after November 6, libraries are encouraged to actively use their test environment for training, setting up user roles and policy configurations, and testing product integrations and planning for cutover to Alma. The configuration settings you set up in your test environment will persist into our production cutover so doing that testing and setup work now is a good investment of your time and energy. To repeat in slightly different words: Ex Libris and CARLI will refresh your data (bibliographic records, holdings, patrons, item status, and acquisitions data) in the production load in the spring, but your Alma settings and configurations in your test environment will be carried forward into your “real live” Alma next June.

Ex Libris is currently finishing up the indexing of our data for Primo VE and we expect to be able to roll out access to Primo VE during the week of November 11.  

We also have a lot of activity on the training front: CARLI is hosting four sets of in-person Alma training this fall at UIS, Joliet Junior College, Wheaton College, and UIC. Nearly 200 I-Share library staff will be attending these sessions which are presented by Ex Libris staff and cover basic staff functions in Alma. If you were not able to attend or send staff to these sessions, we also have an upcoming series of interactive webinars scheduled for this fall. (See below for details) We also plan to host more in-person sessions in the spring at other locations, and don’t forget the wealth of online self-paced training in the Ex Libris Knowledge Center. Last but not least, CARLI and Ex Libris plan to continue our weekly Open Office Hours call each week. Open Office Hours connection information can be found by choosing the day you wish to join the discussion from the CARLI calendar.

Now that we have full test environments, the CARLI staff are actively working to test consortial functionality including the Network Zone for shared bibliographic data, and Alma’s "Automated Fulfillment Network" for consortial resource sharing. Watch for more information about these services in the weeks to come.

Thanks again to all of you for the work the I-Share library staff have put into the project so far. We could not have kept the project on schedule without your participation and collaboration and with the test environments in place, we are one giant step closer to a successful migration to Alma and Primo VE!

Alma Implementation Training Series

Ex Libris Alma trainers will present a series of live webinars for I-Share library staff this fall. The sessions will cover a variety of Alma-related topics from data review and purchasing to day-to-day patron services. The content is designed specifically for I-Share library staff. The sessions will be live and Q&A time will be included. CARLI will make recordings of these webinars available after the live presentations. 

To receive connectivity information, register at  CARLI Alma Implementation Training (Password: Alma19). Click the checkboxes for the sessions you wish to attend, click on the Register button and provide your contact information. If you are planning to watch these as a group with your colleagues, you only need to register one attendee.

Registrants will receive an email confirmation from with the subject line “Registration approved for Web seminar: CARLI (session title)” that contains instructions on how to connect to the webinar.

These are the available sessions:

  • November 14    Using Alma for Data Review: Inventory Model, Searching and Alma Analytics
  • November 19    Purchasing and Managing Physical Resources    
  • November 21    Purchasing and Managing Electronic Resources 
  • December 3      Course Reserves
  • December 5      Creating Sets and Running Jobs
  • December 17    Automated Fulfillment Network Configuration
  • December 18    Day-to-Day Patron Services within an Automated Fulfillment Network

All sessions are scheduled from 10 to 11:30 a.m. CST.

Apply Now for CARLI Counts Cohort 2

Have you wanted your library to…

  • Create a powerful impact narrative for your library?
  • Use data in a compelling way to tell your library′s story to your stakeholders?
  • Demonstrate how your library supports graduation and retention rates?

"CARLI Counts: Analytics and Advocacy for Service Development," is a three-year project funded by an Institute of Museum and Library Services (IMLS), Laura Bush 21st Century Librarian Program grant, in the amount of $243,885. 

CARLI Counts 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. Program participants will learn how to use local library data analytics in alignment with institutional data, goals, and strategic priorities to improve their services and demonstrate their value. Deliverables will include a portfolio of local case studies, an evaluation of the collective statewide impact of those cases, and a replicable state/regional training model for equipping librarians to be campus leaders in assessing library impact on student learning and success, all of which will be made openly available on the CARLI website. CARLI is working in partnership with the University of Illinois Library at Urbana-Champaign and Lewis & Clark Community College.

Cohort members attend two, three-day in-person sessions, for a total of six in-person days; webinars held in April, May, June, September, and October; and work online collaboratively throughout the program, culminating in team presentations at the CARLI Annual Meeting in November.

Cohort 2 will meet February 18–20, and July 14–16, 2020, at the I Hotel in Champaign. Lodging and meals are paid for by the grant. Travel to Champaign will be the responsibility of the participant. Participants will also be expected to attend the CARLI Annual Meeting, on November 13, 2020, in Champaign. Cohort 2 will complete their work in early 2021. View the detailed timeline here.

To be considered for participation, complete the Library Application Form and submit it to

Libraries will be invited to participate based on evaluation of these criteria:

  • Strength of the application narrative
  • Statewide geographical representation among the applicant pool
  • Diverse library type representation among the applicant pool (public university, private institutions, community colleges)

Cohort 2 applications are due by December 4, 2019. 

Library Directors/Deans will be notified of decisions by December 9, 2019.

CARLI Counts in LIBRAS Libraries – Cohort I Webinar

As CARLI seeks applicants for Cohort II several librarians from the inaugural program have volunteered to share their experiences! Join presenters from LIBRAS libraries for a webinar on November 6, 2019 at 9:00 AM to hear answers to common questions:

  • What is your CARLI Counts project 
  • How has your project unfolded? 
  • What benefit(s) did you get from participating in CARLI Counts?  
  • What has been the most valuable take-away from your involvement in CARLI Counts?
  • Any next steps you're planning/excited to take?

Presenters: Kathy Clark (Aurora University), Becky Frank (Trinity International University), Kim Hazlett (Lake Forest College), Samantha Sundquist (Robert Morris University) & Cathy Mayer (Trinity Christian College)

Webinar attendance is not limited to LIBRAS member libraries. Anyone who wants to learn more about our experiences in CARLI Counts is welcome to attend. 

Join Zoom Meeting
Meeting ID: 363 052 824

Managing your Online Professional Identity Webinar

Join us on November 20, 2019, 10-11 a.m., for a CARLI webinar: "Managing Your Online Professional Identity"

University of Illinois at Urbana-Champaign presenters Peg Burnette, Medical and Biomedicine Librarian and Associate Professor, University Library and Carle Illinois College of Medicine; and Erin Kerby, Veterinary Medicine & Life Sciences Librarian and Associate Professor, University Library; will discuss:

  • What is an online professional or scholarly identity?
  • Profile Tools for Scholarship and Networking
  • Profile Tools for Researchers
  • Social network tools and your Professional Identity
  • Institutions and Research Profile Systems

Register by November 19 to attend.

Copyright Webinar Series

The CARLI Created Content Committee is pleased to offer a series of three webinars on copyright in December. Join the committee and their speakers on the following Tuesdays from 10 to 11 a.m. Please follow the links to register for each individual webinar. 

December 3: Sara Benson, Copyright Librarian & Assistant Professor Scholarly Communication & Publishing at the University of Illinois Library, will present our first webinar entitled "Librarian Superpowers:  Librarians Harnessing Copyright for the Public Good”. Sara will share basic copyright information; what work is in the public domain; Section 108 copyright exceptions; and fair use. :

December 10: Hannah Stitzlein, Metadata & Repository Services Librarian at the University of Cincinnati Library, will present “Smart Decisions: Using Standardized Rights Statements for Digital Collections”. The talk will cover what standardized rights statements are, when and how to apply a standardized rights statement versus a license, and what tools can help in determining which is the best standardized rights statement for objects in digital collections. 
December 17: Bring your copyright and rights statements questions for an Open Q&A Session with Hannah and Sara!

CARLI Member Libraries and the 2020 Census: Promoting the Count Webinar

Join Natalie Furlett, Executive Director, Campus Compact Illinois; and Katherine Paterson, Civic Engagement Librarian, Loyola University Chicago Libraries; who will discuss: "CARLI Member Libraries and the 2020 Census: Promoting the Count" on Wednesday, December 11, from 10-11 a.m. 

CARLI member libraries have a crucial role to play in educating our student constituents and residents of the communities in which we live on the importance of Census 2020. Illinois is forecast to lose population in the upcoming census, affecting everything from the number of Illinois representatives in Congress, to local government representation, to the Library Services and Technology Act Grant and Illinois' allotment that is administered by the Office of the Illinois Secretary of State. College students are considered a "Hard to Count" population; their inclusion is essential for a fair and accurate count. Join this webinar to find out how CARLI member libraries can help promote Census 2020 and the participation of our students and communities.

Natalie Furlett is currently the Director of Campus Compact for Illinois, a partnership between 36 Illinois college and university campuses dedicated to upholding the public purpose of higher education. Prior to ILCC, Natalie spent time building student-community ties at Northwestern as the Coordinator of Student Community Service before taking on the role of Associate Director of the Norris Center for Student Involvement. She holds an MBA in Nonprofit Management from the American Jewish University in Los Angeles and a BA from the School of Public Administration at American University in Washington, DC. Natalie currently serves on the Governor′s Service Illinois Commission, IL Count Me In 2020 Steering Committee, and on the Board of Directors for The Safe Haven Network.

The First CARLI Instruction Committee Article Club Discussion

The first CARLI Article Club discussion is coming up on Wednesday, November 6 at 1 p.m. The article chosen for discussion is "Reframing Information Literacy as Academic Cultural Capital: A Critical and Equity-Based Foundation for Practice, Assessment, and Scholarship" by Amanda Folk.

The discussion will be held in Zoom; the connection URL will be sent to registrants on November 5. 

Please send any questions to .

Preservation Tip: Planning Surveys and Assessments, Interview with Ann Lindsey, Head of Conservation at the University of Chicago Library

Mary Burns, Special Collections Catalog Librarian at Northern Illinois University

For 2019-2020, the CARLI Preservation Committee is sharing a series of interviews with Preservation Managers, Conservators, and other library specialists who graciously described their experiences on preservation and conservation topics of interest to CARLI libraries. 

This month, Mary Burns, Special Collections Catalog Librarian at Northern Illinois University, asked Ann Lindsey, Head of Conservation at the University of Chicago Library, to share her knowledge and experience about planning surveys and assessments

In this article, find opportunities to volunteer to share your preservation or conservation knowledge or experiences with the CARLI membership.

Other Library News

Try-it! Illinois 

Try-It! Illinois, the annual statewide electronic database trial, offers the over 1,800 library agencies, their staffs 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, 2019.

OCLC Global Council’s Discovery + Fulfillment Survey

CARLI libraries have been invited to participate in OCLC Global Council's Discovery + Fulfillment Survey.

OCLC's Global Council of library leaders wants to hear from you regarding your library's and customers' use and expectations related to discovery and fulfillment services. The goal of the survey is to engage a global audience of librarians to gain a shared understanding of the user expectations and challenges libraries are currently dealing with as they support discovery and fulfillment activities.

All types of libraries are encouraged to complete the survey. It is relevant to all staff who work with discovery and fulfillment activities in their library, especially those that work directly with library users. The survey should take 5-10 minutes to complete and will be open until January 17, 2020.

Upcoming CARLI Events and Meetings

Important Dates

November 28 & 29          CARLI Office Closed for Thanksgiving
November 28 & 29          No ILDS Service

December 24-January 1   CARLI Office Closed for the Holidays

Webinars, Forums, Workshops and Training

November 6          Instruction Committee Article Club
November 7          Alma & Primo VE Migration Open Office Hours
November 11-12   Alma Workshop at Wheaton College
November 14        Alma Implementation Training: Using Alma for Data Review
November 14        Alma & Primo VE Migration Open Office Hours
November 14        CARLI/iSchool Career Fair
November 14        CARLI iSchool Mixer
November 15        Governing Directors Meeting
November 15        Annual Meeting
November 19        Alma Implementation Training: Purchasing and Managing Physical Resources
November 20        Managing Your Online Professional Identity Webinar
November 21        Alma Implementation Training: Purchasing and Managing Electronic Resources
November 21        Alma & Primo VE Migration Open Office Hours 

December 3          Alma Implementation Training: Course Reserves and Reading Lists 
December 5          Alma Implementation Training: Creating Sets and Running Jobs
December 5          Alma & Primo VE Migration Open Office Hours 
December 11        CARLI Member Libraries and the 2020 Census: Promoting the Count 
December 12        Alma & Primo VE Migration Open Office Hours
December 12        Instruction Committee Twitter Chat 
December 17        Alma Implementation Training: Automated Fulfillment Network Configuration
December 18        Alma Implementation Training: Day-to-Day Patron Services with Automated
                              Fulfillment Network
December 19        Alma & Primo VE Migration Open Office Hours
December 19-20   Alma Workshop at UIC


November 6       Resource Sharing Committee Meeting
November 13     Collection Management Committee Meeting
November 13     Instruction Committee Meeting
November 18     Preservation Committee Meeting
November 19     Open Educational Resources Task Force Meeting
November 20     Public Services Committee Meeting
November 25     Executive Committee Meeting
November 25     Technical Services Committee Meeting

December 4        Resource Sharing Committee Meeting
December 6        CARLI Board of Directors Meeting
December 6        Created Content Committee Meeting
December 9        Preservation Committee Meeting
December 11      Collection Management Committee Meeting
December 11      Instruction Committee Meeting
December 16      Technical Services Committee Meeting
December 17      Open Educational Resources Task Force Meeting
December 18      Public Services Committee Meeting

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

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