Me and My Shadow: Observation, Documentation, and Analysis of Serials and Electronic Resources Workflow

Librarians in the Metadata & Cataloging Department at the North Carolina State University (NCSU) Libraries embarked on a comprehensive project to document and review the Libraries' serials and electronic resources workflow with the goals of introducing greater efficiency, clarity, and simplicity into processes across the serials unit and of increasing training opportunities for department-wide understanding of the serials lifecycle. This paper examines the method used to observe and collect information about serials and electronic resources work, the process of synthesizing that information into a graphical representation of the serials lifecycle, and the workflow analysis undertaken to introduce improved serials processes. The value of the project is demonstrated through a discussion of efforts for workflow education, analysis, and improvement at the NCSU Libraries directly instigated by review of the process documentation by technical services staff members.