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UKSG Conference 2016 Breakout Session - Transition from in-trays to inbox to internet: using an online open source workflow management system to improve electronic resources work, Geraldine O Beirn

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UKSG Conference 2016 Breakout Session - Transition from in-trays to inbox to internet: using an online open source workflow management system to improve electronic resources work, Geraldine O Beirn

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The complexity of managing journal workflow processes has been accentuated by the rapid evolution of journal collections from print to electronic and the shift in working practices from administering paper-based requests to processing inbox messages. This presentation demonstrates how using cloud-based open source workflow management systems has facilitated a more cohesive approach to the management of Queen’s University Belfast’s electronic resources processes and assisted in counteracting some of the challenges of modifying electronic content delivered on a variety of platforms.

The complexity of managing journal workflow processes has been accentuated by the rapid evolution of journal collections from print to electronic and the shift in working practices from administering paper-based requests to processing inbox messages. This presentation demonstrates how using cloud-based open source workflow management systems has facilitated a more cohesive approach to the management of Queen’s University Belfast’s electronic resources processes and assisted in counteracting some of the challenges of modifying electronic content delivered on a variety of platforms.

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UKSG Conference 2016 Breakout Session - Transition from in-trays to inbox to internet: using an online open source workflow management system to improve electronic resources work, Geraldine O Beirn

  1. 1. Geraldine O Beirn Electronic Resources Librarian g.obeirn@qub.ac.uk Transition from in-trays to inbox to internet: using an online open source workflow management system to improve electronic resources work processes
  2. 2. Outline 1.Defining the need and overview 2.Setting up 3.Features and functionality 4.Outcomes and potential
  3. 3. shift towards electronic
  4. 4. chock full inbox
  5. 5. improve electronic resources work processes
  6. 6. Minchew, T., 2015. Who's on First?: License Team Workflow Tracking With Trello. Serials Review, 41(3), pp. 165-172.
  7. 7. Beals, N. and Bazeley, J.W., 2014. E-Resources, E-Reality: Managing e-resources with free and proprietary tools [presentation]. Electronic Resources & Libraries (ER&L) Conference, Austin, Texas and Online, March 17 - 20, 2013.
  8. 8. Heaton, R., 2015. Free Web App Trello: Your Key to Institutional Memory in Your Subject Librarian Departments.
  9. 9. 1.Cloud based 2.‘Freemuim’ application 3.Kanban paradigm
  10. 10. creating boards
  11. 11. creating lists
  12. 12. creating cards
  13. 13. storage
  14. 14. I CAN EXPLAIN MAYBE I CAN’T
  15. 15. automation
  16. 16. IFTTT
  17. 17. Zapier
  18. 18. apps
  19. 19. 0 5 10 15 20 25 Apr 16 Mar 16 Feb 16 Jan 16 Dec 15 Nov 15 Oct 15 Sept 15 Distribution of eresources support queries by account AFBI honni QUB
  20. 20. teams
  21. 21. security?
  22. 22. focus
  23. 23. communication
  24. 24. transparency
  25. 25. going forward
  26. 26. “In short, Trello really has given us a great deal of something for nothing.” Minchew, T., 2015. Who's on First?: License Team Workflow Tracking With Trello. Serials Review, 41(3), p.170.
  27. 27. References Beals, N. and Bazeley, J.W., 2014. E-Resources, E-Reality: Managing e-resources with free and proprietary tools [presentation]. Electronic Resources & Libraries (ER&L) Conference, Austin, Texas and Online, March 17 - 20, 2013. [viewed 29 February 2016] Available from: https://sc.lib.miamioh.edu/handle/2374.MIA/5116 Finch, M., 2014. Using Zapier with Trello for electronic resources troubleshooting workflow. The Code4Lib Journal, 26. Heaton, R., 2015. Free Web App Trello: Your Key to Institutional Memory in Your Subject Librarian Departments. [viewed 29 February 2016] Available from: https://www.openaire.eu/search/publication?articleId=dedup_wf_001::469d85fcd5353fafdd5f0ba733c64573 Mallon, M., 2015. Project Management. Public Services Quarterly, 11(2), pp. 114-122. Minchew, T., 2015. Who's on First?: License Team Workflow Tracking With Trello. Serials Review, 41(3), pp. 165-172. Images Queen’s University Belfast Image Bank. The CS Lewis Reading Room, McClay Library. Retrieved from http://www.qub.ac.uk/imagebank/?search_string=library&p=11#QUB_160610_2363.jpg Queen’s University Belfast Image Bank. The Lanyon Building. Retrieved from http://www.qub.ac.uk/imagebank/?search_string=lanyon&p=9#QUB_160215_1964.jpg Unsplash.com [question]. Retrieved from https://unsplash.com/photos/i--IN3cvEjg Unsplash.com [electronic]. Retrieved from https://unsplash.com/photos/5Ntkpxqt54Y Geraldine O Beirn, g.obeirn@qub.ac.uk
  28. 28. Geraldine O Beirn, g.obeirn@qub.ac.uk Images continued… O Beirn, G., 2016. Office desk with notes. [photograph] (own private collection). Unsplash.com [storage]. Retrieved from https://unsplash.com/photos/l_VVd8nV3PE Graham, P., 2016. Mac. [photograph] (own private collection). Unsplash.com [automation]. Retrieved from https://unsplash.com/photos/qLiFcanSpuA Unsplash.com [apps]. Retrieved from https://unsplash.com/photos/B3rMsmQi4Qk Unsplash.com [teams]. Retrieved from https://unsplash.com/photos/8-s5QuUBtyM Unsplash.com [security]. Retrieved from https://unsplash.com/photos/7B6BFC2E5tA Unsplash.com [focus]. Retrieved from https://unsplash.com/photos/9P2EwTqDEDM Unsplash.com [communication]. Retrieved from https://unsplash.com/photos/71CjSSB83Wo Unsplash.com [transparency]. Retrieved from https://unsplash.com/photos/mlQ_4Ff6YSM Unsplash.com [going forward]. Retrieved from https://unsplash.com/photos/2f5Ktwb8YXk

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