CARLI News September 27, 2023

CARLI Annual Meeting & Directors Meeting

Please join us for the 2023 CARLI Annual Meeting to be held Thursday, November 16, at the I Hotel and Conference Center in Champaign. We are excited about our keynote speaker, Elaina Norlin from the Association of Southeastern Research Libraries (ASERL). You can view the agenda for the day on the registration page. Staff at all CARLI member libraries are encouraged to attend.

A meeting of the CARLI Governing Directors will precede the Annual Meeting. Directors should also register for this meeting if they are planning to attend. A separate registration is required for each meeting. 

Space is limited. Registration for both meetings closes Tuesday, November 7.

Shared Storage of Bound Serials Information Webinar

Many CARLI members recently responded to a non-binding survey about their institution's potential interest in a shared serial storage program and support for a shared CARLI staff person to coordinate the program.
In response to member interest, CARLI has arranged a Zoom meeting with Western Regional Storage Trust (WEST) Coordinator Alison Wohlers, California Digital Library, Manager Shared Print Programs. Please join CARLI on Thursday, October 12, 11 a.m.-noon, to hear more about WEST and ask any questions you may have. The session will be recorded. Registration is required. 
CARLI is proceeding with executing an intergovernmental agreement with WEST in order to best answer questions about costs and how the service would be invoiced. We anticipate that members will be able to opt into WEST membership at the beginning of FY2025 (July 1, 2024) through CARLI's Selection System. In CARLI's investigations about shared storage, WEST—a well-established, excellent program, best meets our consortium's needs.
More information about WEST is available from the event page.

Email if you have any questions. 

ILDS Holiday Closure Dates Survey

CARLI is collecting your closure information for the upcoming holiday season. Please complete the survey no later than October 20 in order to give us ample time to share the information we collect with RAILS and IHLS.

ILDS Code for UIC School of Law

The University of Illinois Law School (formerly known as John Marshall Law School) has it’s own three-letter code for use in the ILDS system. To send an item directly to UIC School of Law, please use ILDS code JML.

E-Resources News

CY24 Selection System

The selection system for CY23 subscription commitments will be open on or around October 9 and will remain open until November 10. Libraries will be advised when the system is open for your selections through the e-resources contacts email list. 

Make sure your library has up-to-date contact information, so you don't miss any important e-resources news! Send changes to your e-resources contacts to .

New Contracts

CARLI staff are working on a new contract with ITHAKA that combines JSTOR journal collections and ArtStor. Libraries have been contacted individually about JSTOR's new pricing model that expands access in exchange for small annual increases. Four-year schools have the option to remain with JSTOR's prior model or choose the expanded access model. Two-year institutions must move to the expanded access model. Community Colleges also have an option to pay a one-time fee and gain access to all JSTOR journal collections in perpetuity. 

CARLI staff are also working with Wiley on a new contract this year. The details are still being worked on, but staff are optimistic there will be a transformational model included.

ACM Contract for CY2024

Currently ACM is transitioning to an open-access model, in which libraries pay fees to publish in ACM journals instead of purchasing a subscription. CARLI currently has two members subscribing to ACM journals whose costs will go up significantly that have opted out of the new model. Under the new business model our other subscribing members’ costs would be reduced, however, there is no benefit to having an agreement that passes through CARLI. Therefore, in calendar year 2024 CARLI and ACM have mutually opted to not offer a license through the CARLI Selection System.   

Media Kit Available to Promote University of Illinois Press Materials

As previously announced, since July 1, 2023, CARLI has entered into a five-year pilot program to provide University of Illinois Press (UIP) electronic journals to all CARLI members. Field-defining journal titles such as the American Journal of Psychology and American Music are among the publications that are available through June 2028 at no cost to member libraries. 
In order to help you promote these resources in your libraries, UIP has compiled a comprehensive media kit that we have made available to you on the CARLI web site. There are resources that will help you share the news with your library's faculty, students, and researchers. You have the option to send out the available e-newsletter, print and display fliers within your library, and share notices on your social media accounts. For all of these resources, you are permitted to distribute it as-is, or make any necessary modifications to meet the needs of your library. 
These materials are provided as a courtesy of the University of Illinois Press. Please direct any comments or questions about the promotional materials to the Journals Marketing and Communications Manager, . For other questions regarding the five-year pilot program, please contact .

Illinois Course Materials Survey: Student Perspective

CARLI needs your help! It is critical that we have broad participation in the "Illinois Course Materials Survey: Student Perspective," first shared with our membership in April 2023, so that we can document the need for Open Educational Resources. Please distribute this important survey on your campus this fall. 
The survey was developed by CARLI and its Open Educational Resources Committee to help identify Illinois students' needs regarding affordable course materials and interest in Open Educational Resources. To date, we have 2,250 student responses from 19 public universities, private colleges and universities, and community colleges in Illinois. Florida had about 13,000 for their similar survey. In short, Illinois needs many more responses! 
The survey has been approved by the University of Illinois Office for the Protection of Research Subjects. It can be distributed throughout 2023 and can be shared during more than one academic term. Learn more about this survey, view two possible student outreach messages for distributing the survey to students, and view a review version of the survey questions without completing the live survey on the project website
CARLI staff are happy to help you complete any campus permission forms you may need to share the survey at your institution. 

CARLI members distributing the survey have found a multi-pronged approach to be very successful in reaching students. A combination of direct emails to students, sharing the survey via the campus learning management system, emails to faculty and deans notifying them about the survey, and reaching out to other campus and student groups are all great ways to invite students to participate. Sending a reminder email to students is also very helpful. If you are sharing the survey in other creative ways, we'd love to hear your methods!

Please email any questions or comments to

OER Updates

OER Community Chat

Please join the CARLI OER Committee on October 16, 1:00-2:00 p.m. for "OER Rubrics: Answering the Faculty Question "Are OERs Peer Reviewed?"

The CARLI OER Committee Community Chats are intended as a space for Illinois libraries to have a conversation, to share their current experiences, and to learn from each other. They will not be recorded; however, discussion points will be shared after each session.

Registration is required.

Open Pedagogy Workshop

The CARLI OER Committee invites CARLI members to share with their teaching faculty an opportunity to attend a workshop to learn about Open Pedagogy on October 19, 10:00 a.m. – 11:30 a.m.

When you use Open Pedagogy in your classroom, you are inviting students to be part of the teaching process, participating in the co-creation of knowledge. In this online workshop, you will learn the definition and context of Open Pedagogy, view innovative examples being applied in a variety of subjects and formats, and work with other attendees to create an assignment that you can use in your own class.
Space is limited and registration is required.

Virtual Course: Understanding and Promoting Open Educational Resources

CARLI is pleased to offer a 3-week synchronous and asynchronous course on open educational resources in October with the live sessions on October 4, 11, and 18 from 11:30 a.m. – 1:00 p.m. Attendees should plan to attend each live session.
This virtual course, open to all CARLI members, is designed to help the novice person learning about open educational resources apply the information from this program to build their own local programs and workshops. 

The program contains 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.
Registration is available until October 2 or until the course is full. Course materials will be sent to registrants on September 27. 

CARLI Offers Registration Support for OEN's Certificate in OER Librarianship Program

Interested in a deeper dive around Open Educational Resources (OER)? Need support from experts in implementing an OER program at your institution? In support of CARLI member libraries' OER efforts, the CARLI 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.

The certificate program includes online content, mentor-led cohort meetings, and program development support. A culminating final project helps participants put what they have learned into action. Librarians who successfully complete the eight-month program will receive a Certificate in OER Librarianship from the Open Education Network. 

For detailed information about how to receive CARLI support for this program, visit CARLI's program web page or send an email to .

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

CARLI-OER Email List

CARLI has established an email list for CARLI members to discuss and learn more about Open Educational Resources. Anyone from a CARLI institution may subscribe to the email list.

Illinois SCOERs Workshop Series

CARLI and the Illinois SCOERs Team are pleased to announce the final round of workshops designed to help librarians and faculty with the creation of Open Educational Resources. Please feel free to share widely; everyone is welcome to attend.

Illinois SCOERs: Copyright Basics and Creative Commons Licensing
Nov 28, 2023 2:00 p.m. 
Sara Benson, Copyright Librarian at the University of Illinois Urbana Champaign will take you through learning how copyright is formed and licensed, and how to find copyright free or openly licensed images and articles. 

Illinois SCOERs: Permissions and Fair Use
Dec 5, 2023 2:00 p.m.  

Sara Benson will take you through her second course on copyright regarding permissions and fair use. In creating Open Educational Resources you might find that you need to use an article or image that has traditional copyright. If you must use a copyright protected item, learn about how to conduct a fair use analysis and, in the alternative, how to ask for permission to use a copyright protected item in your work. 

Professional Development Alliance Events

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!

  • September 29: Leveling Up: Navigating Career Growth Through Informal Leadership in Libraries
  • October 2: Introduction to Library Carpentry & Tidy Data (Registration is full for Oct. 2, 16, 30, and Nov. 13 sessions)
  • October 11: Academic Librarians' Opinions on Social Justice Advocacy
  • October 12: A Discussion of Generative AI and Copyright
  • October 12: The Internet Generation: Connecting with Gen Z in the Library Landscape
  • October 16: Metronet Learnabout: What's New Google?
  • October 17: Giving a Hand Up: Why Mentorship Matters
  • October 18: Spell It Out: E-Resource Licensing Lunch and Learn Series: Site and Transfer Obligations
  • October 31: The FIERCEST Framework
  • November 1: Accessible Library Experiences
  • November 1: Learning with LOUIS: The Digital Divide in Your Community: Research Tools to Identify Populations Who Face Digital Equity Barriers
  • November 1: Why Do I Stay in Librarianship? III  - The DEI Perspective
  • November DEIA Learning Series 2023
  • November 1: Accessible Library Experiences
  • November 2: Amplifying Voices: Research on Black & African American Student Experiences In The Academic Library
  • November 6: Transformative Representation: Strategies for Improving Recruitment and Retention of BIPOC Library Workers
  • November 7: Accessibility and Disability in Special Collections
  • November 8: Trans Inclusive Libraries
  • November 14: Radicalizing LIS: Equity vs. Equality
  • November 13: Metronet Learnabout: Google Productivity
  • November 15: Spell it Out: E-Resource Licensing Lunch and Learn Series: Interlibrary Loan
  • December 4: Trans and Gender Diverse Voices in Libraries
  • December 6: Spell it Out: E-Resource Licensing Lunch and Learn Series: Course Materials
  • December 6: Embedding AI Tools Into the Research Process
  • December 11: Metronet Learnabout: Google Secrets

To register for an event, visit the CARLI Event Calendar. Recordings of past CARLI-sponsored PDA events are available on the Professional Development Alliance web site when permitted by the presenter. 
Are you interested in presenting on a topic for CARLI members and the Professional Development Alliance? Or, would you like to moderate a follow up discussion for an upcoming program?  us to become more involved in CARLI's continuing education efforts!

Academic Librarians' Opinions on Social Justice Advocacy 
October 11, 10:00-11:00 a.m.

This session will reveal the results of 113 academic librarians surveyed regarding their views on social justice advocacy. As part of a mixed-methods exploration, both quantitative and qualitative elements will be explored. Beyond a comprehensive survey administered, librarian advocates describe how they approach issues of social justice, what the benefits are of addressing inequities within academic libraries, what barriers they've encountered in their advocacy efforts and initiatives, and what advice a more experienced advocate might offer to a peer with less knowledge who is interested in becoming more involved.

Presenter Judith L. Brink Drescher is the University Librarian and Associate Dean of Learning Services at Molloy University.

Giving a Hand Up: Why Mentorship Matters
October 17, 10:00–11:00 a.m.

During a focus group study with tenure-track and tenured librarians in 2021/2022, Susan Howell and Tammie Busch discovered that one of the most prominent themes that emerged was mentorship and how mentorship had been helpful and how it had been lacking. Although the focus group centered on tenure-track librarians they learned that mentorship benefits all librarians. In this program we will discuss the benefits of mentorship, how one finds mentorship, and how to be a mentor.

Susan Howell is an Assistant Professor and Cataloging and Metadata Librarian at Southern Illinois University Carbondale. 

Tammie Busch is an Assistant Professor and Catalog and Metadata Librarian at Southern Illinois University Edwardsville.

The FIERCEST Framework
October 31 10:00-11:00 a.m.

Presented by Erin Tarr, Confidence Coach for Teens, CEO of Be the Benchmark, LLC, Author of "Your FIERCE Life - 6 simple steps to daily confidence for teens," and Founder of the FIERCE Moms Monthly Membership.

Anxiety, depression, hopelessness, and fear of the future are all on the rise in our post-covid world. There are a million fads to try and keep us from the downward spiral (some of which even work!) – but when it comes to lasting change and life long happiness – is that even possible? 
Luckily the answer is yes! The FIERCEST framework brings together the best of psychology and personal development and gives you the tools to create a life you wake up EXCITED to live each day of your life! Be your happiest/healthiest self in order to help your patrons be their happiest healthiest selves.

CARLI Supports eRead Illinois

CARLI supports and distributes the eRead Illinois collection to participants through the CARLI network zone. Current participants find the titles in this collection in their Primo VE discovery layers automatically, with links to the resources pointing to "eRead Illinois via Axis 360." Axis 360 digital service is currently being upgraded to the Boundless service. Following the transition, CARLI will update the collection name to "eRead Illinois via Boundless." There should be no need for participating libraries to make changes in Alma or Primo VE. However, participating libraries should update URLs and connection details with their proxy providers (e.g., OpenAthens, EZproxy), on web pages and in other promotional materials.

Let's Talk About Fulfillment

After a brief hiatus, LTAF is back for fall 2023/spring 2024 with the theme: "Alma Configuration: Whose Are These Settings, and What Do They Do?"

Every other Tuesday from 2-3:30 p.m. we will discuss a portion of fulfillment-related Alma Configuration, including an explanation of any consortial recommendations or requirements. There will be time each session for Q&A, and as always, the opportunity for libraries to schedule meetings with CARLI staff for individual institution follow-ups. The sessions will be recorded and posted to the CARLI website.

Upcoming discussions: 

Please visit the event page(s) on the CARLI Calendar to register for the session(s) you would like to attend. The Zoom connection information will be sent on the Monday before each meeting. 

Leganto and Alma-D Informational Webpages Available

CARLI has recently published web pages about Leganto and Alma Digital that describe these products, that are available as add-ons to Alma/Primo VE for an additional implementation and subscription fee. Recordings of the webinars presented this month by Ex Libris about Leganto and Alma Digital will be made available on these web pages as soon as possible.

Preservation Tip

Preservation Tip: Disaster Planning 101: Project Introduction
Shelby Strommer, Collections Care Coordinator, University of Illinois Urbana-Champaign

The CARLI Preservation Committee is providing tips and resources over the course of FY2024 to support CARLI member institutions as they draft, revise, maintain, and practice their disaster plans. As we face an increase in frequency and severity of natural disasters, emergency planning and response becomes an even more pressing issue for libraries and archives. According to the most recent IMLS Heritage Health Index Survey, approximately 42% of all collecting institutions have a disaster plan, and just 25% have staff who are trained to carry out the plan. Whether your institution is starting from scratch or already has an established plan, the Disaster Planning 101 series can provide guidance to prepare your staff and safeguard your collections.

Disaster planning and response is an ongoing process focused on protecting collections as well as continuity of operations, and human safety. The work is never fully complete, and while it can be difficult to dedicate time and resources to the process, effectively mitigating and responding to disasters can save time and money in the long run.
Throughout FY2024, we will tackle topics including:

  • Making the case for disaster plan funding and securing institutional buy-in
  • Developing a disaster plan
  • Training staff to carry out the plan
  • Apps and technology that can help
  • Collections-specific salvage resources
  • Tips for working with a disaster vendor

These articles will be available in the CARLI Newsletter, as well as on our Disaster Planning 101 blog. If you'd like to learn more about disaster planning and response, you can find tons of helpful information in the Preservation Committee's previous projects, Disaster Planning and Quick Tips for Disasters and Emergencies, as well as helpful links on the Preservation Resources page.

If your collections have been impacted by a disaster, the National Heritage Responders have a free hotline staffed by collections care and conservation professionals who can provide advice: 202-661-8068.

Upcoming CARLI Events and Meetings

Important Dates

October 1        Alma Monthly Release 

November 5          Alma Quarterly Feature Release 
November 12        Alma Release Update 
November 15        CARLI Staff Retreat
November 23-24   CARLI Office Closed for Thanksgiving  


October 4      Discovery Primo VE Committee
October 4      Public Services Committee
October 10    Commercial Products Committee
October 11    Technical Services Committee
October 12    OER Committee
October 12    Resource Sharing Committee
October 13    Governing Directors Check-In
October 23    Preservation Committee
October 26    Instruction Committee

November 1    Discovery Primo VE Committee
November 1    Public Services Committee
November 8    Technical Services Committee
November 9    OER Committee
November 9    Resource Sharing Committee
November 13  Preservation Committee
November 14  Commercial Products Committee
November 16  CARLI Annual Meeting
November 16  CARLI Annual Governing Directors Meeting
November 29  CARLI Executive Committee Meeting

Webinars, Forums, Workshops and Training

October 3       Ethnographic Research Methods in Libraries
October 4       Understanding and Promoting Open Educational Resources Session #1
October 5       Illinois SCOERs Weekly Office Hours
October 10     Let's Talk About Fulfillment: Alma Configuration-Patron Physical Item Requests
October 11     Understanding and Promoting Open Educational Resources: Session #2      
October 11     Academic Librarians' Opinions on Social Justice Advocacy
October 12     WEST (Western Regional Storage Trust) for CARLI Members
October 12     Illinois SCOERs Weekly Office Hours
October 12     Alma Primo VE Open Office Hours
October 16     OER Community Chat: OER Rubrics: Answering the Faculty Question “Are OERs Peer Reviewed?”
October 17     Giving a Hand Up: Why Mentorship Matters
October 18     Understanding and Promoting Open Educational Resources: Session #3
October 19     Illinois SCOERs Weekly Office Hours
October 24     Let's Talk About Fulfillment: Alma Configuration-Overdues, Lost, and Fines and Fees
October 26     Illinois SCOERs Weekly Office Hours
October 31     The FIERCEST Framework

November 7   Let's Talk About Fulfillment: Alma Configuration-Patron Blocks, Limits, and Staff Overrides
November 8    Primo VE Usability Webinar Brown Bag
November 9    Alma Primo VE Open Office Hours
November 21  Let's Talk About Fulfillment: Alma Configuration – Alma Fulfillment Jobs and Their Related Letters
November 28   Illinois SCOERs Copyright Basics and Creative Commons Licensing

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

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