Workflow Maps: Tools for Insight and Enhancement

Have you ever asked “How can we make this process better” only to realize that no one really understands the process from start to finish in the first place? Workflow mapping can be a powerful approach to understanding the systems and processes libraries already have in place and a great first step in figuring out how to improve them.

This webinar will provide an introduction to workflow mapping. Topics covered will include basic workflow mapping syntax, software, and techniques for creation. Just as importantly, participants will also hear tips on how to structure a successful workflow mapping project—from getting buy-in from stakeholders to making the most of our your completed map.

This webinar was originally presented on March 9, 2015.

This webinar is one of the six-part "Working with Continuing Resources" webinar series:

Feb. 18  Trends and Advancements for Library Resource Discovery

Feb. 23  Tailoring Communications to Different Audiences

Mar.  9  Workflow Maps: Tools for Insight and Enhancement

Mar. 11  Persistence: “Got yours?” Preserving Scholarship

Mar. 16  E-book Cataloging Using a Shared Mailbox

Mar. 18  Cataloging Continuing Resources in a Changing Landscape

Learning Outcomes

Upon completion of this session, attendees will:

  • understand the purpose and benefits of workflow mapping
  • learn the basic syntax and structure for workflow maps
  • gain exposure to tools and techniques for creating maps
  • learn about best practices for structuring a workflow mapping project

Who Should Attend

Anyone with an interest in the topic can benefit from this session and is welcome to participate. The session will be especially useful for managers.


Kristen Wilson is Associate Head of Acquisitions and Discovery at NCSU Libraries. She manages the department's serials unit and has been involved in workflow mapping and analysis of processes across the continuing resources life cycle. Kristen also serves as editor for the Global Open Knowledgebase (GOKb) project. In this role, she is organizing a community to create and maintain openly available metadata describing electronic resources.




How to Register

No registration necessary. Access recording now:

Recording (.wmv)

Recording (YouTube)

Slides (.pdf)

Additional questions with answers (.pdf)

Tech Requirements

Computer with Internet access (high-speed connection is best) and media player software. Headphones recommended.

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For all other questions or comments related to the webinars, contact Julie Reese, ALCTS Events Manager at 1-800-545-2433, ext. 5034 or