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This is a case study on the workflow analysis process utilized by the technical services departments at the University at Albany SUNY in preparation for a migration from a legacy library system to a library services platform. The focus is not on specific technical services functionality but rather on the efficient, bottom-up methodology. Tasks were identified, sequenced, and entered into a spreadsheet. Responsible persons or units were marked in the appropriate cell to complete the swim lane diagram. The resulting documentation served as a simplified process diagram for the workflow that can be easily maintained on an ongoing basis.


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This is the Author's Accepted Manuscript. The version of record can be found here: Waterhouse, J. (2021) Streamlined Workflow Analysis Using Swim Lanes, Technical Services Quarterly, 38(3), 207-235, DOI: 10.1080/07317131.2021.1934302

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Creative Commons Attribution-NonCommercial 4.0 International License
This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License



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