Tue, May 21, 2024 / 3:00pm to 4:00pm
Wed, May 22, 2024 / 9:00am to 3:00pm

Please register to attend this in-person program geared towards new directors (typically in their role 3 or less years). Although the intended audience is new directors, any CARLI member library director is welcome to attend.

Seats at this event are limited.

Meeting Location: This event will be held in the Humanities Room at the I Hotel Conference Center in Champaign, IL. Parking is free.

Meals and overnight lodging at the Champaign Holiday Inn will be included at no cost to attendees.

Registration closes on May 14. 


Wednesday, May 22, 2024

9 a.m.

Welcome and Introductions
Anne Craig, Senior Director, CARLI

10 a.m. Break

10:15 a.m.

CARLI Services Overview

11 a.m.  Library Building and Remodeling
Fred Schlipf, School of Information Sciences, University of Illinois Urbana-Champaign

Fred Schlipf is coauthor of The Practical Handbook of Library Architecture: Creating Building Spaces that Work. He has consulted on about 200 library construction projects and has visited library buildings at every opportunity. He was an adjunct professor at the School of Information Sciences at the University of Illinois for 50 years, where he specialized in teaching practical issues in library architecture. He was director of The Urbana Free Library from 1974 through 2007 and earned a PhD from the Graduate Library School of the University of Chicago.

Noon Lunch

1 p.m.

Illinois State Library: Grant Opportunities for Academic Libraries
Karen Egan, Associate Director, Illinois State Library

2 p.m.

Building a Successful Budget
Ben Mead-Harvey, School of Information Sciences, University of Illinois Urbana-Champaign

This session will provide attendees with a high-level overview of budgeting in libraries. We will examine nuances of the word “budget” and what that implies about how we discuss budgets with various departments within the organization, share similarities and differences in the budget process across organizations, and discuss long-term strategies for weathering budget cuts. We will finish by demonstrating how human bias impacts budgetary decision-making.

3 p.m. Leave for Grainger Library
Tour of the Grainger Library Idea Lab
4 p.m. Break
6 p.m. Dinner at Riggs Beer Company

    Thursday, May 23, 2024

    9 a.m.

    Library Storytelling with Data: Argument, Evidence, and Emotion
    Kate McDowell, School of Information Sciences, University of Illinois Urbana-Champaign

    Learn how to bring data stories to life for library advocacy. Participants will learn about ongoing research identifying classic library stories told to persuade decision-makers as part of the Data Storytelling Toolkit for Librarians grant (IMLS). Tools every library can use include:

    • Five classic advocacy arguments
    • Evidence and forms of data for those arguments
    • Narrative strategies that draw from classic story structures
    • Tone and tactics for emotionally engaging storytelling to different audiences, including positive, negative, mixed, and polarized by misinformed/disinforming audience members.

    Dr. Kate McDowell has worked with regional, national, and international nonprofits including the Pan-American Health Organization (PAHO, part of WHO, on an Anti-Infodemic Virtual Center addressing mis/dis/malinformation in health contexts) and the Public Library Association (PLA, speaking about data storytelling). Her nationally funded project Data Storytelling Toolkit for Librarians with co-PI Dr. Matthew Turk is underway ( She has trained advancement professionals across the University of Illinois system (Chicago, Springfield, Urbana-Champaign) and provided storytelling consulting for multiple statewide and national nonprofits and consortia. Kate received the 2022 ASIS&T Outstanding Information Science Teacher Award for her innovative storytelling and data storytelling teaching.

    10 a.m. Break

    10:30 a.m.

    Directors’ Panel: Your Questions and Their Reflection

    • Michelle Boulle Smith, North Central College
    • Carlolyn Ciesla, Elmhurst University
    • Dennis Krieb, Lewis & Clark Community College
    • Eric Ruckh, Southern Illinois University Edwardsville
    • Devin Savage, Illinois Institute of Technology
    • Rachelle Stivers, Heartland Community College
    Noon Lunch

    1 p.m.

    Building/Maintaining Institutional Support & Your Elevator Speech
    Jennifer McIntosh, Associate Dean, College of DuPage

    2:30 p.m. Wrap-up and Feedback
    Wed, May 22, 2024 / 2:00pm to 3:00pm

    Do you have questions about the Illinois Support for the Creation of Open Educational Resources grant (SCOERs) or the OER funding from the Secretary of State/Illinois State Library? Do you need help filling out your application for the Illinois State Library grants? Or did you already receive a subaward and need guidance creating your OER or ancillary materials?  

    If so please feel free to join us with all your OER related questions. Registration is not required.

    Join Zoom Meeting

    Meeting ID: 842 4596 7645
    Password: 271282

    Thu, May 23, 2024 / 8:30am to 3:30pm

    Join librarians, educators, instructional designers, and OER professionals from across Florida and the U.S. as we explore existing trends, look towards innovative directions, and discover how OER positively impacts students, faculty, and institutions.

    Topics to explore include:

    • ZTC Degrees/Pathways
    • Gamification and Adaptive Learning
    • Library Digital Content and Archives
    • Student Engagement
    • Development and Collaboration

    Learn more, view the agenda, and register.

    Sponsored by FLVC

    Thu, May 23, 2024 / 1:00pm to 3:00pm

    The CARLI Instruction Committee meets monthly via Zoom. Contact Committee co-chairs or CARLI Office Staff with questions.

    Thu, May 23, 2024 / 2:00pm to 3:00pm

    Rollover, serials renewals, end-of-year receiving: Unlike most routine acquisitions tasks, some of the tasks with the broadest reach take place only once each year. The details of annual practices may have less of a place in our memories than other routine work. Revisiting the goals and overall practices may be useful in refreshing those memories.

    At this month's Technical Services Q&A, CARLI staff will share instructions on processes and best practices for the annual fiscal period rollover of ledgers and orders. Aspects considered will include purchase order line clean-up and attention to serials order renewal dates. CARLI welcomes the practical experience and input of library staff as well.

    The CARLI Technical Services Q&A Webinar Series offers an opportunity to gather with CARLI staff and your technical services colleagues across the consortium to discuss technical services topics. Topics will frequently focus on Alma issues ranging from acquisitions and cataloging workflows for physical resources to electronic resources management. Sessions may include how-to presentations, discussions of consortial practices, and opportunities for everyone to ask and answer questions on different issues. Each session is recorded and archived.

    Use the Register tab on this page to attend. Zoom connection details will be sent to registrants after registration has closed on May 21 at noon.

    Fri, May 24, 2024 / 11:00am to 12:30pm

    CARLI is pleased to offer a 3-week synchronous and asynchronous course on open educational resources.

    Live Sessions via Zoom on May 10, 17, and 24 at 11:00 a.m. – 12:30 p.m. (materials for first session sent to participants on May 3)

    Attendees should plan to attend each live session for month that they register. The content of each month's session will be the same; register for one option only. 

    CARLI is planning to offer this program multiple times throughout the year. 

    The virtual program will contain both synchronous (3 live 90 minutes Zoom sessions) and asynchronous (readings, videos, etc.) to be completed before each live session. The live sessions will include some 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.

    Technology used for live sessions: Zoom, ideally participants will be able to use video as well as audio.

    The asynchronous portions of the training, shared with participants weekly, should not take longer than one hour of your time prior to each live session.

    The train-the-trainer program 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 as they move up the Bloom’s Taxonomy from remember and understand to apply. 

    The above graphic is from Vanderbilt University Center for Teaching and is licensed under a Creative Commons Attribution license (CC-BY).

    Registration: To register for the May course, please click here. The space available for this course is limited. CARLI plans to offer this course multiple times in the future.

    Registration Deadline: May 3 (or until full).

    If you have any questions, please send them to CARLI Support.

    Mon, May 27, 2024 / 12:00am to 11:45pm
    Tue, May 28, 2024 / 10:00am to 12:00pm

    Note that these sessions were created for the five 2024 new I-Share libraries, so their staff have had the first chance to register. As such, I will try to update the event description with “waitlist only” when registration is reached for a particular session of a lesson.

    To Register: Use the "Register" tab at the top of this page.
    Please note, this session is now registering Waitlist.

    The same content is presented 4 times. You do not need to register for more than one session, unless you want to repeat the training.

    • Tuesday, May 28, 2024 - 10:00am to 12:00pm (Session 1 - this session)
    • Wednesday, May 29, 2024 - 2:00pm to 4:00pm (Session 2)
    • Thursday, May 30, 2024 - 11:00am to 1:00pm (Session 3)
    • Friday, May 31, 2024 - 1:00pm to 3:00pm (Session 4)

    Planned topics:

    • Overview of Alma Fulfillment
      • How to log into a fulfillment workstation and change locations
      • Review of Alma screen for fulfillment staff
    • Staff searching for item records
      • Review of item records
    • Staff searching for user records
      • Review of user records
      • Creating Internal user record
      • Editing Internal user record
      • Review of External user records
    • Fulfillment functions:
      • Checking an item out
      • Modifying due dates at time of charge
      • How to check in items
      • How to check an item in or out when the barcode is missing or illegible
      • How to set an item status to "missing"
      • Loan renewals

    We plan for these sessions to be "hands on" with examples provided to attendees so they can follow along.
    If the Alma Sandboxes are too slow for this in real-time (we will find out!), attendees will be asked to watch during the session, and will be provided with a recording of the session to do the examples on their own time (contacting CARLI staff with questions).


    Wed, May 29, 2024 / 11:00am to 12:00pm

    CARLI will enable Alma’s anonymization of user data feature in all I-Share libraries’ Institution Zones (IZs) on Monday, July 29, 2024.  CARLI staff will set and maintain these configurations in all I-Share IZs. There is no action required on the part of I-Share libraries to configure Anonymization.

    This webinar will provide an overview of the anonymization process, changes needed to Analytics and reports, and what changes in data display staff using Alma will see after anonymization is implemented.

    Please see CARLI's Alma Anonymization of User Fulfillment Data webpage for more resources and information.

    Registration: To register, click on the "Register" tab above. Registration is required and will close May 29, 1 hour prior to the start of the webinar.

    This webinar will be recorded and posted to the CARLI website.