Hi -

So far I have received about a dozen responses to the query I put out on
Friday regarding workflow redesign for electronic resources.  About 4
people asked for summaries, while 3 or 4 others requested -- via SERIALST
-- a copy Rick Anderson's flowchart.  As part of the SERIALST moderator's
group, I guess this is a good time to offer a gentle reminder to watch
that automatic default setting that points your replies back to the
SERIALST address, and to please direct personal replies that are not
intended for list distribution to the address of the individual, rather
than to the list address.

Otherwise, here's a summary of some links and articles -- in no particular
order -- that relate to the original question (some received through
SERIALST, others found via various search strategies):

Carol Hansen Montgomery,  "E-Journals Only at Drexel: After Four
Years" given at the 2004 Charleston Conference.  The PowerPoint
presentation is available at the conference website:
http://www.katina.info/conference/2004%20Presentations.htm

ALA ALCTS Serials Section, Annual Conference Program (Chicago 2005)
entitled, "Innovations in E-Journals Management."  The presenters were
Emily McElroy (U. Oregon/NY University), Patricia Loghry (U. Notre Dame),
Robert Alan (Pennsylvania State U.), and Norm Medeiros (Haverford
College).  They have documented their changes in workflow.  Their
presentations and related documentation can be found on the ALCTS website:
http://www.ala.org/ala/alcts/alctsconted/alctsceevents/alctsannual/innovejournalsprog.htm

U. Washington, Serials Services, various Task Force Reports on "Defining
the Future"
http://staffweb.lib.washington.edu/serials/about/committees/future/default.html
(the "Workflows" reports were particularly interesting to read, for
thinking about broader issues -->
http://staffweb.lib.washington.edu/serials/about/committees/future/workflows.html

William Fisher, "The Electronic Resources Librarian Position: a Public
Services Phenomenon?" Library Collections, Acquisitions and Technical
Services 27, no. 1 (spring 2003): 3-17.  Describes a wide range of
different job descriptions, from 1985 through 2001, related to
e-resources.  Interesting historical perspective of job functions.

Rick Anderson and Steven D. Zink, "Implementing the Unthinkable: the
Demise of Periodical Check-in at the University of Nevada," Library
Collections, Acquisitions and Technical Services 27, no. 1 (spring 2003):
61-71. (see SERIALST archives for various discussions)

University of Nevada, Reno e-serials workflow (flowchart) -
: http://www2.library.unr.edu/anderson/ejournalworkflow.wmf (Windows Media
file) or http://www2.library.unr.edu/anderson/workflow.pdf (PDF file)
 See related e-mail messages from Rick Anderson re. UNR ejournal
workflow,  posted to SERIALST, Oct. 10, 2005.

We are also exploring how Electronic Resource Management (ERM) systems
might fit into this mix and have found the following article to be of
interest:

Maria Collins, "Electronic Journal Forum: Electronic Resource Management
Systems: Understanding the Players and How to Make the Right Choice for
Your Library," Serials Review 31, no. 2 (June 2005): 125-140.

I hope some of this is helpful.  Thanks to everyone who replied.
And if there's other web pages or articles that you know about and would
like to add, please send a message!

Several of the above seem to be more inclined toward e-journals workflow
We are finding differences between e-journals and integrating resources
(databases, websites, etc.) .... though there are many hybrids ... but one
of the things we are trying to do is chart workflow for both of these
"similar but different" set of functions ... and, of course, with limited
staffing resources.

Thanks again.

	Birdie MacLennan
	Coordinator, Serials & Cataloging
	Bailey/Howe Library
        University of Vermont
	birdie.maclennan@uvm.edu

> -----Original Message-----
> From: SERIALST: Serials in Libraries Discussion Forum
> [mailto:SERIALST@LIST.UVM.EDU]On Behalf Of Birdie MacLennan
> Sent: Friday, October 07, 2005 4:48 PM
> To: SERIALST@LIST.UVM.EDU
> Subject: [SERIALST] Workflow redesign for electronic resources and
> serials
>
>
> Hello,
>
> I'm looking for organizational workflow for medium-sized academic
> institutions that have recently redesigned or reorganized their
> serials sections to account for new workflow/impact of electronic
> resources -- that is, both e-journals and integrating resources.  I
> have followed various discussions on SERIALST about decisions to stop
> doing various things in the print workflow (e.g., serials check-in) to
> devote more time to electronic resources (e.g., URL maintenance,
> licensing, negotiation, record keeping, ERM, etc.)
>
> Is there anyone who would be willing to share organizational charts,
> workflow plans, etc.?  We are planning on transferring most of our print
> subscriptions to electronic in the coming months, which will have a major
> impact on folks doing check-in.  In light of these developments (I know we
> aren't the first!) I'm interested in hearing stories from others about how
> you have re-done your workflow (extreme makeover?  slight shifts?) to
> redeploy check-in staff in the area of e-resource maintenance.
>
> I'd also like to know if folks are dividing workflow between e-journals
> and integrating resources (i.e., databases, websites, etc.).  Is this
> workflow being handled by the same staff, or by different units?
>
> Please feel free to share your response(s) with the list, though if you're
> feeling timid and want to send a personal response, I'll be happy to
> summarize to the list at some point.
>
> Thanks in advance for any help,
>
> 	Birdie MacLennan
> 	Coordinator, Serials & Cataloging
> 	Bailey/Howe Library
> 	University of Vermont
> 	birdie.maclennan@uvm.edu