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The workflow diagrams found on this page have been created as a tool to document and examine Serials Unit processes within Acquisitions & Discovery. The diagrams are always subject to change, and the most recent available version will be found at this space.See the original workflow diagram project created by Kristen Wilson and Erin Stalberg.
Workflow Diagrams (old)

The process used to design these diagrams is described here: workflow mapping procedures.

The style guide used for these diagrams can be downloaded here (in Visio format) and is filled on the G drive under G:\Acquisitions & Discovery\Department Administration\Workflows\Workflow Style Guide_FINAL.vsd

Overview of processes


This document This diagram identifies the major workflows performed by the Serials Unit. Processes in bold have been mapped and can be found on this page. Processes in italics have yet to be mapped.

Early lifecycle


This document includes ordering, licensing, access point creation, and invoicing.



This document includes print serials check-in. Additional processes coming soon.


Acquisition and description

New order processing

License Negotiation

Access point creation (print resources)

Access point creation (electronic resources)

Process Invoice

360MARC new journal records

360MARC updated journal records

360MARC deleted journal records

ILL Article ordering

Process New E-Journal Package

Transfer Titles




Bibliographic Record Changes - Ceased Title (All Formats)

Bibliographic Record Changes - Format Change (P to E-Only)

Bibliographic Records Changes - Frequency & Miscellaneous

Bibliographic Record Changes – Title Change (All Formats)

Package Maintenance & Renewal

Inventory control

Print serials check-in

Print serials claims

Print standing orders and continuations receiving

Electronic Serials Access Verification Using E-Matrix


Hunt Binding