using process mapping to assess and improve eresource workflow
DESCRIPTION
Presented as part of the "Innovative Practices in Electronic Resources and Acquisition Management" Preconference at the 2010 Charleston Conference. Also presenting were Ryan Weir, Regina Koury, Denise Pan, Kelly A. Smith, and Geoffrey P. Timms.TRANSCRIPT
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Using Process Mapping to Assess and Improve eResources Workflow
Kelly Smith Charleston Conference
November 3, 2010
![Page 2: Using Process Mapping to Assess and Improve eResource Workflow](https://reader037.vdocuments.us/reader037/viewer/2022103016/554c1486b4c905ec518b4c1a/html5/thumbnails/2.jpg)
http://www.flickr.com/photos/geishaboy500/100043823
Workflow Tools
![Page 3: Using Process Mapping to Assess and Improve eResource Workflow](https://reader037.vdocuments.us/reader037/viewer/2022103016/554c1486b4c905ec518b4c1a/html5/thumbnails/3.jpg)
Workflow Process Mapping
![Page 4: Using Process Mapping to Assess and Improve eResource Workflow](https://reader037.vdocuments.us/reader037/viewer/2022103016/554c1486b4c905ec518b4c1a/html5/thumbnails/4.jpg)
VendorAcquisition
s StaffeResource Librarian
Administrative
Coordinator
Collection Dev. Cte. Tools
Renewal Notice
Log Renewal
Renew?
Paper Folder/File
Cabinet
Get Usage Stats
Investigate Pricing
Yes/no
Get input from Liaison/ Fac
MaybeSend Invoice &
License
Vendor Admin Sites
Approve payment
SharePoint Meeting Minutes
Pay Invoice
Verify Continued
Access
Voyager & Banner
End
Database Acquisition “Before” Workflow
Email/phone w/vendor/consortia
Notify Vendor
![Page 5: Using Process Mapping to Assess and Improve eResource Workflow](https://reader037.vdocuments.us/reader037/viewer/2022103016/554c1486b4c905ec518b4c1a/html5/thumbnails/5.jpg)
Vendor/Agent
Acquisitions Staff
eResource Collection Librarian
Administrative
Coordinator
Collection Dev. Cte. Tools
Renewal Notice
Log Renewal
Renew?
SharePoint Master
eResources Excel File
Get Usage Stats
Investigate Pricing
Notify Vendor Yes/no
Get input from Liaison/ Fac
Send Invoice/ License
Vendor Admin Sites
Sign License
SharePoint Meeting Minutes
Pay Invoice
Voyager & Banner
Shared Network “N” Drive
Email/phone w/vendor/consortia
Notify eResource Access Librarian
License?
No
Yes
Approve Payment
Database Acquisition “After” Workflow
![Page 6: Using Process Mapping to Assess and Improve eResource Workflow](https://reader037.vdocuments.us/reader037/viewer/2022103016/554c1486b4c905ec518b4c1a/html5/thumbnails/6.jpg)
Before.. After..
Current Database Acquisition Tools
![Page 7: Using Process Mapping to Assess and Improve eResource Workflow](https://reader037.vdocuments.us/reader037/viewer/2022103016/554c1486b4c905ec518b4c1a/html5/thumbnails/7.jpg)
Current Database Tool - Sharepoint
![Page 8: Using Process Mapping to Assess and Improve eResource Workflow](https://reader037.vdocuments.us/reader037/viewer/2022103016/554c1486b4c905ec518b4c1a/html5/thumbnails/8.jpg)
The “Electronic Resources” Spreadsheet – Over 170 licensed eResources tracked
Current Database Tool - Sharepoint
![Page 9: Using Process Mapping to Assess and Improve eResource Workflow](https://reader037.vdocuments.us/reader037/viewer/2022103016/554c1486b4c905ec518b4c1a/html5/thumbnails/9.jpg)
The “Electronic Resources” Spreadsheet – Over 170 licensed eResources tracked
Current Database Tool - Sharepoint
![Page 10: Using Process Mapping to Assess and Improve eResource Workflow](https://reader037.vdocuments.us/reader037/viewer/2022103016/554c1486b4c905ec518b4c1a/html5/thumbnails/10.jpg)
“The Sharepoint Spreadsheet” – Renewals Tab
Current Database Tool - Sharepoint
![Page 11: Using Process Mapping to Assess and Improve eResource Workflow](https://reader037.vdocuments.us/reader037/viewer/2022103016/554c1486b4c905ec518b4c1a/html5/thumbnails/11.jpg)
“The N Drive” – eResources Folder
Current Database Tool
![Page 12: Using Process Mapping to Assess and Improve eResource Workflow](https://reader037.vdocuments.us/reader037/viewer/2022103016/554c1486b4c905ec518b4c1a/html5/thumbnails/12.jpg)
“The N Drive” – Usage Stats Folder
Current Database Tool
![Page 13: Using Process Mapping to Assess and Improve eResource Workflow](https://reader037.vdocuments.us/reader037/viewer/2022103016/554c1486b4c905ec518b4c1a/html5/thumbnails/13.jpg)
UStat
Current Database Tool
![Page 14: Using Process Mapping to Assess and Improve eResource Workflow](https://reader037.vdocuments.us/reader037/viewer/2022103016/554c1486b4c905ec518b4c1a/html5/thumbnails/14.jpg)
PHP-based Database of Databases
Current Database Tool
![Page 15: Using Process Mapping to Assess and Improve eResource Workflow](https://reader037.vdocuments.us/reader037/viewer/2022103016/554c1486b4c905ec518b4c1a/html5/thumbnails/15.jpg)
PHP-based Database of Databases
Current Database Tool
![Page 16: Using Process Mapping to Assess and Improve eResource Workflow](https://reader037.vdocuments.us/reader037/viewer/2022103016/554c1486b4c905ec518b4c1a/html5/thumbnails/16.jpg)
http://www.flickr.com/photos/kentbye/2053916246
EKU is…
1) Building an eResource Management tool using Drupal Desired Fields/Functionality:
http://tinyurl.com/drupaldb Mockup:
http://library-dev.eku.edu/resources/subject
2) Hoping to develop a ticketing system using Footprints software to track Changes with journal titles Problem reports
Next Step
Need a better TOOL to *Manage* the workflows we’ve developed.