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1. Register at https://yourinstitution-migrate-etd.tdl.org .  

2. Once you are registered please send a message to the Helpdesk (support@tdl.org) so that we can change your account from Student to Administrator.  You will then be able to view all data.

3. APPLICATION SETTINGS

   1. Organization Settings:

      1. Once you have your Administrator account, navigate to the Organization Settings tab and add “Your University” as New Submission Organization Selector Header

      2. more

      3. more

      4. moreOrganizations and categories are the foundation of the customized submission workflows, which are one of the biggest changes in Vireo 4 from prior versions. You can create as many submission workflows as you wish.

      5. Creating an Organization is how you begin to create a submission workflow. Vireo has one preset organization named Institution. Institution is a preset which contains all the of the workflow default settings. It should NEVER be used to accept submissions and should RARELY be edited.

   2. Submission Availability:

   3. Custom Actions Checklist

   4. Deposit Locations

   5. Who Has Access

   6. Look and Feel

   7. Email Templates

4. WORKFLOW MANAGEMENT

   1. ORCID settings

   2. Submission License

   3. ProQuest Settings (if applicable)

   4. Controlled Vocabulary Management

   5. Embargo Types

   6. Degrees

   7. Graduation Months

   8. Languages

   9. File Types, Shibboleth Attributes, and Metadata Keys

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