CARLI News February 24, 2021

Join CARLI's Instruction Committee for an Online Instruction Discussion

We have all learned a great deal since March 2020, but there are still many questions about the best ways to keep our students and ourselves engaged through online instruction. Join the CARLI Instruction Committee on March 3 at 1:00 p.m., for a second roundtable discussion focused on the shift to online instruction offering instruction librarians an opportunity to continue to share thoughts on how they are coping with change a year after the start of the pandemic.

The previous discussion was focused on inclusivity and accessibility, and on the challenges and opportunities that online teaching presents. This discussion will be broader in scope; we would like to hear what topics you want to explore with your colleagues from across the state. Maybe you want to talk about the benefits and challenges of asynchronous instruction, or perhaps you are interested in hearing about strategies librarians have used when teaching patrons how to use Primo VE. The questions included on the registration page can help guide the discussion, but the shape and focus of the conversation will be directed by the interests of the participants.

Registration is required for this event.

Please send any questions to .

Undergraduate Research Series 

CARLI invites you to attend a series of eight webinars focused on academic library support of undergraduate research being held from 10:00 a.m.–12:00 p.m. on March 25, 30, 31, and April 1. Attendees will learn about supporting students in remote research experiences, providing research consultations in a pandemic environment, integrating information literacy into undergraduate research, building and leveraging relationships across campus to support undergraduate research, fostering inclusion and equity through course-based undergraduate research experiences and more!

Presenters Ava Brillat and Lauren Fraliger; Merinda Hensley; Rebecca Starkey; Joanna Kolendo and Rosalind Fielder-Giscombe; Gina Hunter; Roxane Pickens, Larissa Garcia, Dee Anna Phares and Kimberly Shotick; and Jason Kruse will share their expertise! This series is moderated by Stephanie Davis-Kahl, University Librarian at Illinois Wesleyan University.

View the full program and register here.

Article Galaxy from Reprints Desk—Your Collection Development Safety Net

Register to attend an informational webinar about Article Galaxy Academic Collection and Article Galaxy Scholar Platform, on Monday, March 22 at 1:00 p.m.

CARLI member libraries can save on document delivery charges on scholarly content from over 40,000 journals and chapters from over 500,000 books with the Article Galaxy Academic Collection. With an on-demand document solution, your library can fill the gaps in your existing collection holdings and ILL needs. During this webinar, you will get an overview of special copyright royalty rates and a demonstration of how our service streamlines article acquisition workflows both directly and through integrations with systems such as EBSCO, Ex Libris, ILLiad, Tipasa and RapidILL. 

Together with David Stern, Library Director at Saint Xavier University, presenters will also be providing a preview of the soon to be released Article Galaxy Scholar. This platform is the first of its kind library solution that brings together: making open access article discovery more visible, improving end user experience, and helping universities better forecast and make budgeting decisions based on comprehensive and cross-publisher usage data, all while incorporating the benefits you already get from our document delivery service.

Register by 5:00 p.m. on Friday, March 19.

Looking Back to Move Forward: Reflecting on a Challenging Year in Collection Management

The CARLI Collection Management Committee (CMC) is continuing to hold informal chats via Zoom for this academic year to engage people working in collection management in informal networking and sharing on a variety of topics of interest in these difficult times. Each chat session is scheduled for an hour, however, the CMC does not want to cut off a robust discussion, so the sessions may be extended up to 30 minutes.

The March chat will begin with a discussion on Ebooks.

Future Chat Dates:
•    March 12, 11:00 a.m.–12 p.m. 
•    April 14, 3:00–4:00 p.m.

To register visit the CARLI Calendar

Incoming Library Collections: A Unified Approach to Newly Acquired Material

New collections come from a variety of sources. Whether a gift, donation, or acquisition, all incoming materials present challenges to libraries. Collections are often varied and are rarely comprised of one type of material. Their history may not be entirely known to the donor. Curators may not be aware of physical or technology related issues within a collection. Library staff in different departments each have their own sets of questions regarding incoming material. This presentation will review how one institution unified its process for incoming collections. Special attention will be paid to preservation issues relating to incoming collections.

The CARLI Preservation Committee is sponsoring this hour-long webinar on April 20 at 10:00 a.m. Our presenter, Tonia Grafakos, is the Marie A. Quinlan Director of Preservation at Northwestern University Libraries. She is a Professional Associate member of the American Institute for Conservation and earned an MSIS with an Advanced Certificate in Conservation from the University of Texas at Austin. Prior to Northwestern she was the Harper Inglis Conservation Fellow at the Library of Congress and she gained additional conservation experience working at Harvard University, Harry Ransom Research Center, and the Pinos y Sarriera Archives.

Registration is required.  If you have any questions, please email  .

Professional Development Alliance

The following programs from the Professional Development Alliance are currently on the calendar. Programs are offered on a wide variety of subjects.

February
•    February 25: Get Funded! Join Us To Get Expert Advice for Your Grant Idea(s) 
•    February 26: Project Management for Libraries: Project Leadership 

March
•    March 10: Meet Harriet Tubman
•    March 11: Exploring Black Digital History
•    March 12: Project Management for Libraries: Team Based Projects
•    March 16: Essential Tools for Health Literacy
•    March 18: An Afternoon with Tracy Hall: The "Real Talk" Edition
•    March 18: Canva for Free Graphic Design and Marketing
•    March 18: SUNO Library 1, COVID 0: A Proactive Approach to Offering Library Resources and Services
•    March 23: Special Topics in Copyright: Showing Movies on Campus and in the Classroom
•    March 25, 30, 31 and April 1: CARLI Undergraduate Research Webinar Series
•    March 26: Management for Libaries: Software Tools
•    March 30: Decolonizing Subject Headings and Collections: Part II

April 
•    April 6: PDA Event: Free Tools and Tips for Getting Started with Digital Humanities
•    April 7: PDA Event: Who Owns That, Who Can Use It, and Who Cares?: Copyright and Digital Media in the Classroom
•    April 20: Incoming Library Collections: A Unified Approach to Newly Acquired Material
•    April 22: Turning on A Dime: Reworking An Information Literacy Workshop Series in the COVID Crisis
•    April 27: Special Topics in Copyright: Best Practices for Digitization Projects.

To register visit the CARLI Event CalendarRecordings of past CARLI-sponsored PDA events are available.

We want to hear from you! If you have a topic you would like to see as a continuing education program, send your idea to .

9th Annual CARLI Instruction Showcase

Save the date to attend the 9th Annual CARLI Instruction Showcase to be held online, Friday, May 21.

A call for presenters and the opening of registration, are both forthcoming.

Please send any questions to CARLI Support.

E-Resources Update

CARLI staff are currently working with our fiscal year vendors to prepare for the FY22 cycle. Tentative dates for the selection system to be open to libraries are March 29 to May 6.  

We're still working with vendors on pricing, but the following have already committed to no increases for FY22:
    
•    Bloomsbury
•    Gale
•    ProQuest (sole source content only)
•    Swank

CARLI OER Updates

OER Faculty Workshop

The CARLI OER Committee invites members to share the opportunity to attend this virtual workshop about open educational resources, including open textbooks, with their teaching faculty.  

Supporting Academic Success: Open Educational Resources and Affordable Course Materials will be held on March 23, 11:00 a.m.–1:00 p.m. After attending, teaching faculty will be invited to write a short review of an open textbook in the Open Textbook Library.

If your institution/library plans to promote these workshops to your faculty and offer an incentive for faculty to complete a review of an open textbook, please send a note to

Members of the committee and CARLI Staff will present this workshop. Primary content will be presented from 11:00 a.m.–12:30 p.m. with time for additional consultation from 12:30–1:00 p.m.

Open Education Week and the CARLI OER Email List

During Open Education Week, March 1–5, the CARLI OER Committee will be sharing resources and information that they’ve found personally useful via the CARLI OER email list. Librarians and staff at CARLI member institutions who are interested in open education, OER, and affordable initiatives are welcome to join this email list. 

OER Informal Discussion 

Please join the CARLI OER Committee on April 22 at 10:00 a.m. for an informal discussion on OER and specifically the challenges you encountered as you developed a local affordable initiative. Those working on local OER and affordable programs are encouraged to share how they continued their program after having met with challenges or setbacks. Participants can ask questions and receive feedback about OER activities from both members of the CARLI OER Committee and their fellow CARLI colleagues.

Registration is required. If you have any questions, please email .

OER Resources That Can be Customized by Members

The  "Getting Started Toolkit" found on the CARLI Open Illinois website includes two handouts/pamphlets that members can either use as is or customize with their local logos and information. 

•    Tri-fold brochure "Open Textbooks: The Affordable, Flexible Alternative"
•    OER Finding and Adopting Guide for Instructors

Both documents have a Creative Commons Attribution license and have been updated this year to reflect the most current information including updated links. 

Free OER Continuing Education Opportunities

If you are interested in learning more about OER, here are a few suggestions for continuing education opportunities.

•    March 2: Tips for Starting an OER Initiative. Illinois Community Colleges Online (ILCCO) invites all CARLI members to a one hour webinar. For more information about this program, please see the full description in Other Library News.
•    March 1–5: Additional Open Education Week Programming is available throughout the week, identify sessions of interest on the Open Education Week website
•    March 6: 2021 Foreign Language OER Conference
•    April 27–29: Cascadia Open Education Summit
•    June 14–18: Open Education Network Summit (Registration not yet available)

Alma Primo VE Update

As of February 14 CARLI's six Alma Primo VE sandbox environments were refreshed in Ex Libris' semi-annual process. Four of the environments represent snapshots of current I-Share institutions (UIUC, UIC, UIS, SIUC) and two are generic and based on institutions that closed (MMC and RMC). All user data in every sandbox has been anonymized. 

Information on accessing CARLI's sandboxes is posted on the Alma Sandbox Information page.

Sandboxes may only be accessed using the generic accounts created for these sandboxes. In your institution's CARLI Box folder is a file called "Alma Primo VE Sandbox Information for CARLI Libraries February 2021.docx."  which provides URLs, user logins, and passwords. The next sandbox refresh will occur in August 2021.

This week, CARLI retired our Alma Primo Contacts email list. This list was established to provide a way to make sure that the Alma project leader at each I-Share institution was aware of project tasks and deadlines. As the migration has completed, CARLI is returning to our practice of using our I-Share@carli.illinois.edu email list for general announcements related to Alma and Primo VE. Anyone who is interested in receiving announcements about I-Share is encouraged to subscribe to this list. To do so, visit https://carli.illinois.edu/mailman/listinfo/i-share and enter your email address and name. If you are already subscribed, our email list management system will send you an email to let you know. Please note this is an announcement list, only CARLI staff may post to it, it is not a discussion forum. We have several other email lists that are intended for discussion in various topical areas. 

The Ex Libris Users Group, ELUNA, recently had their regular call for Alma and Primo product enhancements. ELUNA will vet the submitted enhancements and some will be put out for ELUNA member voting later this year. CARLI staff submitted seven enhancement requests, most relating to AFN (Automated Fulfillment Network) workflows. We hope to see some of these get into Ex Libris' Alma product development plans and we will keep you posted on that.

We continue to offer a variety of online events related to Alma and Primo VE, watch for announcements on the I-Share list and on the CARLI website calendar. CARLI staff are always interested in your input on topics that you would like us to focus on in our Office Hours webinars or other settings. If you want to share those ideas with us, please complete this form. We look forward to receiving your suggestions!

The next monthly Alma and Primo VE software update will be Sunday, March 7, 2021. As a reminder, you can find the release schedule and release notes in the Ex Libris Knowledge Center at (no login required).

March marks a full year of COVID-related changes to our services and workflows. The CARLI staff and I thank you for your tremendous flexibility and patience as we finished our Alma migration and started operations. We know that in this crazy year you may have set up Alma and Primo in ways that you will want to adjust when your onsite services are operating more fully, so don't hesitate to contact us if you need assistance on adjusting Alma and Primo VE as your service models change. 

Preservation Tip: Preservation Snapshot at Southern Illinois University Carbondale

Susan Howell, Cataloging and Metadata Librarian, Southern Illinois University Carbondale

For 2020–2021, the CARLI Preservation Committee is gathering snapshots from the diverse range of perspectives of CARLI member institutions to explore various responses to the pandemic. With specific institutional action, impacts on preservation practices, and keeping up with developing information, we hope that these snapshots will provide the broadest range of responses to shed some light on how our work can continue as well as to provide a record of how libraries responded during this unprecedented time.

This month, Susan Tulis, Associate Dean and Marissa Ellermann, Head of Circulation Services at Morris Library at Southern Illinois University Carbondale share their experiences at their institution since March 2020.

Read the full interview

Read additional interviews from the Preservation Committee’s Project Webpage

Other Library News

Tips for Starting an OER Initiative

Illinois Community Colleges Online (ICCO) invites CARLI members to this free presentation on March 2 from 1:00–2:00 p.m. Abbey Elder from Iowa State University will share best practices for institutions developing an OER initiative for the first time. In addition to discussing how her team created Iowa State University's OER initiative, Abbey will also explore how you can apply the lessons she learned to your own work. Participants will leave this presentation with: 

•    tips for starting a new OER initiative with little to no financial support, 
•    best practices for scoping and planning an OER initiative, 
•    common project types you can implement on campus, and 
•    additional resources for getting started. 

This presentation will be particularly useful to those who are just starting their OER initiative, but there will be resources of interest to established OER practitioners as well. 

If you are interested in attending, please contact for the connection information.

ILLINET Survey Now Available 

The ILLINET Interlibrary Loan (ILL) & Reciprocal Borrowing Statistical Survey is available now at http://www.cyberdriveillinois.com/departments/library/libraries/ill_survey.html. Libraries are required by administrative rule to complete the Illinois State Library's annual survey of interlibrary loan traffic. [23 Ill. Adm. Code 3030.200 (a) (2) (O)]

The FY2020 (Ju1y 1, 2019–June 30, 2020) ILLINET ILL Traffic Survey must be completed by March 31, 2021.

The ILLINET Interlibrary Loan Code [23 ILL. Adm. Code 3030 Exhibit A] governs ILL among ILLINET member libraries.  ILLINET member libraries should review the ILL Code to ensure that the library continues to meet resource sharing requirements that are necessary for continued system membership.  More detailed information about adherence to the ILL Code is available at http://www.cyberdriveillinois.com/departments/library/libraries/ill_code.html.
    
For questions regarding the ILLINET ILL Traffic Survey or for the username and password, contact the Illinois State Library at 1-800-665-5576, ext. 2. Contact Counting Opinions for technical assistance by email at rpatrick@countingopinions.com or by phone at 1-866-850-8366.

ILLINET Survey Now Available 

The ILLINET Interlibrary Loan (ILL) & Reciprocal Borrowing Statistical Survey is now available . Libraries are required by administrative rule to complete the Illinois State Library's annual survey of interlibrary loan traffic. [23 Ill. Adm. Code 3030.200 (a) (2) (O)]

The FY2020 (Ju1y 1, 2019–June 30, 2020) ILLINET ILL Traffic Survey must be completed by March 31, 2021.

The ILLINET Interlibrary Loan Code [23 ILL. Adm. Code 3030 Exhibit A] governs ILL among ILLINET member libraries.  ILLINET member libraries should review the ILL Code to ensure that the library continues to meet resource sharing requirements that are necessary for continued system membership. See here for more detailed information about adherence to the ILL Code.

Upcoming CARLI Events and Meetings

Important Dates

The CARLI Office Staff will remain in remote work status until further notice.

March 7              Alma Monthly Release
March 14            Alma Update

April 4              Alma Monthly Release

Meetings

March 3              Resource Sharing Committee
March 5              CARLI Board of Directors
March 8              Preservation Committee
March 16            Technical Services Committee
March 17            Collection Management Committee
March 17            Instruction Committee
March 18            OER Committee
March 22            Public Services Committee
March 23            Created Content Committee

April 7                Resource Sharing Committee
April 12              Preservation Committee
April 15              OER Committee
April 20              Technical Services Committee
April 21              Collection Management Committee
April 21              Instruction Committee
April 26              Public Services Committee
April 27              Created Content Committee

Webinars, Forums, Workshops and Training

March 3              Online Instruction Discussion
March 4              Primo VE Become An Expert Webinar
March 10            Technical Services Q&A
March 10            PDA Event: Meet Harriet Tubman
March 11            Governing Directors Check-in
March 11            Primo VE Become An Expert Webinar
March 11            PDA Event: Exploring Black Digital History
March 11            Alma & Primo VE Open Office Hours
March 12            Let’s Talk About Fulfillment (I Mean Alma Not Life's Purpose)
March 12            Looking Back to Move Forward: Reflecting on a Challenging Year in Collection Management
March 12            PDA Event: Project Management for Libraries: Team-based Projects
March 16            PDA Event: Essential Tools for Health Literacy
March 18            PDA Event: An Afternoon With Tracie Hall: The “Real Talk” Edition
March 18            PDA Event: Canva for Free Graphic Design and Marketing
March 18            PDA Event: SUNO Library 1, COVID 0: A Proactive Approach to Offering Library Resources and Services
March 22            Article Galaxy from Reprints Desk: Your Collection Development Safety Net
March 23            Let’s Talk About Fulfillment (I Mean Alma Not Life's Purpose)
March 23            OER Faculty Workshop
March 23            PDA Event: Special Topics in Copyright: Showing Movies on Campus and in the Classroom
March 24            Technical Services Q&A
March 25            PDA Event: CARLI Undergraduate Research Webinar Series – Day 1
March 25            Alma & Primo VE Open Office Hours
March 26            PDA Event: Project Management for Libraries: Software Tools
March 30            PDA Event: CARLI Undergraduate Research Webinar Series – Day 2
March 30            PDA Event: Decolonizing Subject Headings and Collections: Part II
March 31            PDA Event: CARLI Undergraduate Research Webinar Series – Day 3

April 1                PDA Event: Undergraduate Research Webinar Series – Day 4
Apri  1                Primo VE Become An Expert Webinar
April 6                PDA Event: Free Tools and Tips for Getting Started with Digital Humanities
April 7                PDA Event: PDA Event: Who Owns That, Who Can Use It, and Who Cares?: Copyright and Digital Media in the Classroom
April 8                Primo VE Become An Expert Webinar
April 8                Alma & Primo VE Open Office Hours
April 9                Let’s Talk About Fulfillment (I Mean Alma Not Life's Purpose)
April 14              Technical Services Q & A
April 14              Looking Back to Move Forward: Reflecting on a Challenging Year in Collection Management
April 15              Primo VE Become An Expert Webinar
April 20              PDA Event: Incoming Library Collections: A Univfied Approach to Newly Acquired Material
April 20              Let’s Talk About Fulfilment (I Mean Alma Not Life’s Purpose)
April 22              OER Course Alumni Information Meeting
April 22              Alma & Primo VE Open Office Hours
April 22              PDA Event: Turning on a Dime: Reworking an information literacy workshop series in the COVID Crisis
April 27              PDA Event: Special Topics in Copyright: Best Practices for Digitization Projects
April 28              Technical Services Q & A

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

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