Workflow Diagrams: From Point A to Point B for Free
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Poster session for the Cross Timbers Library Collaborative 4th Annual Conference (2016). Focuses on benefits of creating diagrams for workflow processes.
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Workflow Diagrams: From Point A to Point B for Free
- 1. Workflow Diagrams: From Point A to Point B for Free Amy Castillo Periodicals & Electronic Resources Librarian Tarleton State University Library acastillo@tarleton.edu Cross Timbers Library Collaborative (CTLC) 4th Annual Conference July 22, 2016 | Tarrant County College - NW Campus | Fort Worth, Texas
- 2. • Better understand existing workflows • Improve workflows • Document workflows • Flesh out a new workflow to see how the steps align Define scope & decide on goals: What’s the purpose?
- 3. Collect Information: Utilize different methods • Shadowing • Interviews • Personal Experience Highly recommended: Outline workflows in written out document to capture each step with a short description.
- 4. Outlines help identify which areas need to be diagrammed most and provide your source of steps to include in diagrams.
- 5. Create Maps: Know what you want to include • How granular do you want to get? • Determine what you’d like things to mean (shapes & colors) • Does it address your scope & goals?
- 6. Review with stakeholders: Ask “Does this process work well?” Diagramming helped us: • Clear up confusion • Identify unclear responsibilities • Address inefficiencies
- 7. Tools for Making Workflow Maps/Data Diagrams Draw.io https://www.draw.io/ - Completely free - Support Manual: https://support.draw.io/display/DO/Draw.io+Online+User+Manual Microsoft Word - Comes standard with MS Office Suite - Can make simpler diagrams Microsoft Visio - May be additional fee if not available at your institution - How-to video: https://youtu.be/Hjd1nRrdxMU
- 8. Resources We Used Webinar - Workflow Maps: Tools for Insight & Enhancement https://youtu.be/_4IGruWZOt8 Slideshare - The Project One Pager http://www.slideshare.net/tsierra/the-projectonepager YouTube - 10 Tips for Using Draw.io https://youtu.be/hxTTQJ5a-zI
- 9. Nice Features of Draw.io ● Drag and drop to add shapes and arrows ● Can auto-connect to next shape ● “Scratchpad” allows you to save the shapes style and easily reuse ● Can make diagrams to fit various paper sizes and orientations ● Ability to save & share on Google Drive, Dropbox, & OneDrive or save to local hard drive ● Browser-based so no need to download any software! ● Dozens of ready-made templates available for free ● If using Google Drive can work on diagrams simultaneously with others at different locations
- 10. Example from Draw.io Using Google Drive - Blank Diagram
- 11. Example from Draw.io Using Google Drive
- 12. Lifecycle diagram created in MS Word for ERM workflows at TSU Library Top level diagram example
- 15. Source Used Terms & phrasing borrowed from “Workflow Maps: Tools for Insight & Enhancement” https://youtu.be/_4IGruWZOt8
- 16. Thank you! Questions? Contact Us: • Amy Castillo Periodicals & Electronic Resources Librarian acastillo@tarleton.edu • Lacey Cook Electronic Resources Specialist lcook@tarleton.edu