You might want to check out the Electronic Resource Management Report of the DLF ERM
Initiative, at http://www.diglib.org/pubs/dlf102/dlf102.htm. Appendix B shows a
Workflow Diagram.

Sally Krash
Electronic Resources Librarian
Southwest Research Institute Library
CC 26 Bldg 84
6220 Culebra Rd.
San Antonio, TX 78238
Phone: 210.522.3097
Fax: 210.522.5479
skrash@swri.org

-----Original Message-----
From: SERIALST: Serials in Libraries Discussion Forum [mailto:SERIALST@list.uvm.edu]
On Behalf Of Karen Tschanz
Sent: Wednesday, June 18, 2008 6:26 PM
To: SERIALST@list.uvm.edu
Subject: Re: [SERIALST] serials work flows

Hi, Grace:

This topic also interests us. We would appreciate it if you could summarize
responses to the list. Thanks for your help! kst

Karen S. Tschanz,  M.L.S., M.B.A., M.S.O.D.
Asst. Prof./Chair, Content Management
Robert B. Greenblatt, M.D., Library, AB-241 Medical College of Georgia
1451 Laney-Walker Boulevard
Augusta, GA 30912
Phone: (706) 721-9912
Fax: (706) 721-6006
E-mail: ktschanz@mail.mcg.edu

>>> Grace Gonzales-Small <ggs@LIB.NMSU.EDU> 06/18/2008 5:15 PM >>>
We have recently acquired an ERM management system and are at the stage where we
need to restructure our serials acquisitions operation, and I am wondering if you'd
be willing to share/discuss how your serials acquisitions units are organized.  We
are a large research university, and currently have 3 staff members that handle
serials/electronic resources, and each has a rather complicated array of
responsibility, based on work/responsibilities (serials check-in, invoice
processing, ordering, claims, ERM management & standing orders, as well as a few
things thrown in at random).

This is very complicated not only for us internally!, but the units we serve are
never quite sure who does what, and it is frustrating for them as well.  I'd be
curious to see how others assign or divide up the work/responsibilities in their
departments.  In addition, does anyone know of good reading on the subject?  Most of
what I'm finding is too general for our purposes.

thanks for your help,
grace