ER&L Preliminary Program Search Tool

March 3–6, 2024

Austin, Texas + Online

We are pleased to share the 19th program of the Electronic Resources and Libraries Conference reflecting our work to support the way we collect, manage, maintain, and make accessible electronic resources.

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Enhancing Invoice Management with ClickUp: The Electronic Resource Workflow Initiative in Academic Libraries

Tuesday, March 5, 2024 at 9:45 AM–11:15 AM CST

Online Conference Platform

Conference Track

1. E-Resources Management & Licensing

Audience Level

Foundation

Keywords

invoice managment; electronic resources; project management

Abstract

In response to disorganized yearly invoice tasks in our academic library, we introduced an electronic resource workflow. This centralized approach, using task decomposition, pinpointed efficiency areas and led to a structured ClickUp table, later refined on Excel. Historical data provided usage insights, and a detailed key streamlined a 7-step invoice process, ensuring precise record-keeping.