CARLI Director Resources

Directors at CARLI Member libraries face unique responsibilities and challenges. In order to support this unique role in the library, CARLI is hosting webinars, New Directors' Institutes and identifying resources intended for those in the leadership position within their organizations. If you have additional suggestions about topics or resources that would be helpful to you, please email us at .

Directors Monthly Updates

recording of the June 24, 2024 Governing Directors Meeting (available for 30 days)

CARLI Directors Orientation

This orientation session is a high-level overview of CARLI services and programs.

Overview of CARLI Services

Welcome to carli

We have many new deans and directors throughout the consortium. Whether you are new to your role or have been in your position for many years and want to hear more about CARLI, this presentation will provide an brief overview of CARLI services and programs. Recorded February 9, 2022.

Importance of the Library Dean/Director

At its December 2019 meeting, the CARLI Governance Board discussed the issue that some members’ organizations are not filling the library director position when the incumbent leaves, for example, retires or resigns. The college or university simply “assigns” the library to a campus administrator, like a vice president or assistant provost, who may have many other responsibilities. Sometimes a mid-level library staff member is named as “in charge” without title or compensation change. These assignments erode the effectiveness of the library in many ways, but also dramatically diminish the ability for the consortium to interact in a meaningful way with the library. As a result, services and programs that could be extended to faculty, staff, and students, are never offered or promoted. The entire consortium is weakened as a result.

CARLI, its Governance Board, and members, seek to act as a resource for organizations contemplating a staffing decision whereby the library no longer has a director. The following statement articulates the importance of having a dedicated, library-focused director, not just for continuity of service, but also for leveraging interlibrary cooperation, and ensuring that the campus investment in the library is optimized by a representative who can advocate for innovation and service excellence.

The Importance of a Director in Charge of the Academic Library

2021 Governing Directors Meeting

2021 Annual Governing directors meeting slides

Director Webinars

ACRL Academic Library Trends and Statistics Survey

February 10, 2023

Devin Savage, Illinois Institute of Technology Library Dean and Chair of the Editorial Board of the ACRL Academic Library Trends and Statistics Survey, hosts a lunch and learn session for CARLI members struggling with the ACRL Academic Library Trends and Statistics Survey. Discussed are survey questions, snarls, and sticky spots members may encounter in completing your ACRL survey responses.


Recruiting and Retaining BIPOC Library Staff – CARLI Directors' Institute

May 4, 2022

Victor Jones, Jr. (he/him) discusses trends in recruiting and retaining BIPOC library staff in today’s climate.  He uses reflections from his past experiences as well as the latest literature and findings to shape the conversation.


Effective Ways to Onboard New Employees – CARLI Directors' Institute

May 11, 2022

Ben Mead-Harvey discusses his recommendations for the most effective way to onboard new employees, broken into three categories: welcome elements, training with the team, and check-in meetings. He gives a detailed breakdown of each element and spends time explaining the basis for each recommendation.


Managing Your Online Professional Identity

November 20, 2019

Presented by Peg Burnette, Medical and Biomedicine Librarian and Associate Professor, University Librry and Carle Illinois College of Medicine; and Erin Kerby, Veterinary Medicine & Life Sciences Librarian and Associate Professor, University Library at the University of Illinois at Urbana-Champaign 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 System

Your Online Identity Worksheet
Presentation slides

CARLI Counts in LIBRAS Libraries – Cohort I Webinar

November 6, 2019

In 2019, ten LIBRAS libraries participated in CARLI Counts Cohort I.  As CARLI seeks applicants for Cohort II, several librarians from the inaugural program have volunteered to share their experiences!  Watch the webinar for answers to common questions:

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

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

Project Outcome Toolkit

July 19, 2019
Presented by Sara Goek, ACRL Program Manager. Project Outcome is a free toolkit that helps libraries measure four key learning outcomes – knowledge, confidence, application, and awareness – across seven library program and service areas.  The survey topics cover: Instruction, Events/Programs, Research, Teaching Support, Digital & Special Collections, Space, and Library Technology. The toolkit provides academic libraries of any size the means to easily measure outcomes and use that data as the basis for improvements and advocacy.

User Studies, Privacy, and IRB

June 12, 2019
Presented by Lisa Janicke Hinchliffe, author of Privacy in User Research, and faculty member at the University of Illinois at Urbana-Champaign Library. Lisa provides guidance on thinking through issues related to privacy and other ethical considerations in user research, including library assessment and learning analytics, and navigating IRB, human subjects, and other institutional requirements for your projects.

CARLI iSchool Career Fair

The Career Fair is a result of CARLI’s partnership with the iSchool at the University of Illinois at Urbana-Champaign. For more information about the Career Fair and how to register, visit the event page. 

NC Live Web Services webinar

April 18, 2019
Presented by Robb Ross and Luke Aeschelman, NC Live
Description: Are you unhappy with your library’s website? Would you like to provide your patrons a more modern, user-friendly online experience? Through a partnership with NC LIVE, North Carolina’s library consortium, CARLI is excited to offer an easy to implement, low-cost website service to CARLI member libraries.

Current Copyright Issues, 2018

November 1, 2018
Presented by Carrie Russell, American Library Association, Office for Information Technology Policy, Director, Program on Public Access to Information.

Current Copyright Issues, 2018

September 20, 2018
Presented by Carrie Russell, American Library Association, Office for Information Technology Policy, Director, Program on Public Access to Information.

Demystifying the Process: Getting Your Article Published

October 17, 2017
Presented by Lisa Janicke Hinchliffe, Professor, University of Illinois at Urbana-Champaign. Lisa is currently the editor of Library Trends and the eContent Column in EDUCAUSE Magazine.

Linking Academic Libraries with Student Success: the Environment, the Status Quo, & the Way Forward

June 13, 2017
Presented by Megan Oakleaf, Associate Professor, iSchool, Syracuse University

Is That OER? Making Sense of the Current Textbook Affordability Landscape

February 17, 2017
Presented by Steven Bell, Associate University Librarian, Temple University Libraries

Presentations and materials from the 2017 CARLI New Directors Institute

Responsibilities of CARLI Directors

Accreditation and Recognition, Dennis Krieb, Lewis and Clark Community College

Continuous Quality Improvement, Spencer Brayton, Blackburn College

Minute to Win It, Spencer Brayton, Blackburn College

Networking in a Digital Environment, Spencer Brayton, Blackburn College

CARLI: An Overview, Anne Craig, CARLI

Institute Agenda

Selected Resources

Library organizations

American Library Association (ALA)

Illinois Library Association (ILA)

Association of College and Research Libraries (ACRL)

Illinois Association of College and Research Libraries (ACRL)

Collection Development Policy

Horava, Tony; Levine-Clark, Michael. 2016. “Current Trends in Collection Development Practices and Policies.” 2016.  Collection Building 35, 4: 97-102.

Clement, Susanne K., and Jennifer M. Foy. 2010. Collection Development in a Changing Environment: Policies and Organization for College and University Libraries. Chicago, IL: American Library Association.                   

Collection Budgeting/Allocation

Catalano, Amy J.; Caniano, William T. “Book Allocations in a University Library: An Evaluation of Multiple Formulas.”  Collection Management, 2013, Vol. 38 Issue 3, p192-212.

Lyons, Lucy Eleonore,, and John Blosser, 2012. "An Analysis and Allocation System for Library Collections Budgets: The Comprehensive Allocation Process (CAP)." Journal of Academic Librarianship 38, no. 5: 294-310.

Bourgeois, Eugene, Paul N. Cohen, and Julio Dix. 1998. "Faculty-determined allocation formula at Southwest Texas State University." Collection Management 23, no. 1/2: 113-123.

Packer, Donna. 1988. "Acquisitions allocations: equity, politics, and formulas." Journal of Academic Librarianship 14, 276-286.

Grants and Services for Libraries

Illinois State Library: great source of information about grants and services for libraries; also if you want to review grants, volunteer!

Institute of Museum and Library Services: great source of federal competitive grants; also if you want to review grants, volunteer!

Capitol Fax: up-to-date DAILY info about what’s going on with the state budget

Predatory Publishing

Chronicle of Higher Education article – Q&A with Jeffrey Beall

Scholarly Communications/Open Access


Saint Xavier Scholarly Communications

Directory of Open Access Journals 

CARLI Scholarly Communication Resources


Tracy, Carla. 2011. “On Mistakenly Shredding a Prized Collection.” Chronicle of Higher Education. 25 July 2011.

CARLI webinar series on Weeding:
First webinar is An Overview of Weeding.  Second webinar is on communication – articles are cited within Chad Buckley’s presentation regarding communication.  Third webinar is on relocating collections – both special collections and reference collections.

Library Space/Campus Space

Anderson, Rick. 2014. “Battle Over Library Spaces, Part 1: Saying Yes and Saying No.” Library Journal. 27 March 2014.

Anderson, Rick. 2014. “The Battle over Library Spaces. Pt. 2: Being a Host with the Most.” Library Journal. May 2014.

Course Support

Example Textbook Lending:
Chang, Amy and Judy Garrison. 2011.“Textbook Lending Service : Providing a Service Students Need When They Need It.” College & Research Library News 72, no. 9: 527-530.

Example of Library Resources within a Course Management System.:
Jeffryes, Jon, Kate Peterson, Stephanie Crowe, Elizabeth Fine, and Elena Carrillo. 2011. "Integration Innovation: Launching the Library into a Course Management System." Journal of Library Innovation 2, no. 1: 20-34. Library, Information Science & Technology Abstracts with Full Text, EBSCOhost.

Open Educational Resources

Open Textbook Network

Educause / Open Educational Resources



“Understanding OCLC Services in the State of Illinois”

Digital Collections

CARLI Digital Collections Resources: The CARLI Committee tasked with working with CONTENTdm has created a wealth of resources to “assist CARLI members in developing and maintaining digital collections.”  The resources are not just on using the CONTENTdm software but also include information on all aspects of digitization.


CARLI Preservation Resources

Digital Preservation

Library of Congress – Digital Preservation Outreach & Education

CARLI series of webinars on Digital Preservation

CARLI Instruction Resources

CARLI Resource Sharing Resources

Strategic Planning

2022 Illinois Library Transformation Survey Results

CARLI Libraries and the Pandemic: Changes We’ve Made and How We’ve Pivoted

September 22, 2022

Panelists Mary Konkel (College of DuPage), Sarah Pritchard (Northwestern University), Sarah Sagmoen (University of Illinois Springfield), Nicole Swanson (CARLI), and attendees discuss how CARLI-member libraries have transformed as a result of the COVID-19 pandemic. Shared are the difficult challenges faced, the good changes that have emerged, and what Illinois libraries have learned from this crisis. 

Standards for Libraries in Higher Education

2016 Top Trends in Academic Libraries

NMC Horizon Library Report for Academic Libraries


“Thoughts from Carl Grant:” an irregularly published but very insightful blog from Carl Grant, Associate Dean for Knowledge Services and the Chief Technology Officer at the University of Oklahoma Librarian.

“Ithaka S+R:” a blog that provides research and strategic guidance to help the academic community navigate economic and technological change