I-ShareCARLI Technical Services Q&A Webinar Series
Last updated July 27, 2026
Technical Services Q&A sessions offer staff at CARLI libraries the opportunity to share best practices and issues of concern with CARLI staff, with members of the Technical Services Committee, and with each other.
2026 Events
June 9, 2026 Fiscal Period Rollover in Alma
Description: CARLI staff will share procedures and guidance on managing the annual process of closing the funds from one fiscal year and opening the funds of another. In addition to reviewing the workflow for the rollover jobs and reports, attendees will be invited to share their own tips and workflows.
PowerPoint Slides with speaker notes
March 5, 2026 Options for DEIA in I-Share
Date: March 5, 2026
Description: The Technical Services Committee has been investigating tools and techniques for libraries to address and revise harmful language in Primo VE catalog records. Stephanie Fletcher and Ted Schwitzner present options identified so far and facilitate a discussion of other actions that libraries and CARLI may take to manage harmful language.
Recordings 2020-2024
June 20, 2024 Who Are You: An Introduction to Name Authorities
Description: This session covers practical issues regarding name authority records in basic cataloging workflows. It explores the value of authority headings and introduces the steps necessary to develop a name authority heading (authorized access point). The presentation includes some theory and emphasizes how to create personal name headings according to RDA guidelines. Copy-cataloging examples from OCLC Connexion client will be used. Brent Eckert (Rock Valley College) leads the presentation and discussion on how authority records impact discovery and access in our libraries!
Presentation slides (PowerPoint)
August 25, 2022 Autoholdings for ProQuest Ebooks into Alma
Description: Kristin Johnson and Heather Mitchell-Botts of ProQuest provide information about automatic holdings uploads for the member libraries' Ebook Central collections.
CARLI PowerPoint Slides, includes discussion notes.
Note: content Below is being reviewed, with outdated recordings removed.
Alma Cataloging Q&A, September 2, 2020
I-Share Cataloging Q&A, September 21, 2020
CARLI Technical Services Q&A, December 2, 2020. Serials Receiving
CARLI Technical Services Q&A, January 13, 2021. Cooperative Cataloging Guidelines and Cataloger Levels.
Cooperative Cataloging and Cataloging Levels Slides and Chat
CARLI Technical Services Q&A, January 27, 2021. Better P2E Clean-up.
CARLI Technical Services Q&A, February 10, 2021. Importing Workflows.
Workflows for Importing Bibliographic Records to Alma
Session Chat
CARLI Technical Services Q&A, March 10, 2021. Authorities in Alma: Where Do We Go Next?
Session Video for February 23
Session Video for March 10
Authorities in Alma Chat (Includes chat text from February 17, February 23, and March 10)
CARLI Technical Services Q&A, March 25, 2021. Network Zone Dos, Don'ts and Deduplication.
Network Zone Dos, Don'ts and Deduplication Slides and Chat
CARLI Technical Services Q&A, May 12, 2021. Bound-Withs.
Bound-Withs Slides and Chat
Bound-Withs Practices
CARLI Technical Services Q&A, May 26, 2021. Holdings and Item Displays.
List of documents shared and session chat
CARLI Technical Services Q&A, September 23, 2021.
Session Chat with shared links
CARLI Technical Services Q&A: OCLC Data Sync, November 11, 2021.
CARLI Technical Services Q&A, January 27, 2022.
20220127 Tech Services Q&A Chat
20220127 Tech Services Q&A Discussion
CARLI Technical Services Q&A, February 24, 2022.
20220224 Tech Services Q&A Chat
CARLI Technical Services Q&A, March 24, 2022.
20220324 Tech Services Q&A Chat
Exporting Bibliographic Records
Defining Electronic Title Sets for OCLC Data Sync
CARLI Technical Services Q&A, May 26, 2022 "GOBI Shelf Ready Acquisitions"
Slides Chat Combined Slides and Chat
CARLI Technical Services Q&A, September 21, 2022 "(Re)Linking Bibliographic Records to the Network Zone"
Session Slides: CARLI TS Q&A Slides plus Chat -- Draft workflow: Linking to the NZ
CARLI Technical Services Q&A, November 27, 2023, "Acquisitions and the New PO Line Task List."
Retired Content
Annual Acquisitions Activities, May 23, 2024
Deleting and Withdrawing, December 7, 2020: See How-To: Withdrawing Inventory and Deleting Records
Implementing Acquisitions, April 26, 2023
Implementing Acquisitions, Part 2, May 31, 2023
Timely Acquisitions Topics, April 28, 2022
All Systems Active: No current issues