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This page will help you with some basics for starting in your new, TDL-hosted instance of Vireo 4. See also the Vireo 4 Upgrade and Migration FAQs for more information about what to expect during your upgrade and migration.

Texas Digital Library hosted a webinar to introduce some new features of Vireo 4.0 with Kristi Park, Executive Director, Stephanie Larrison, Electronic Resources Librarian at Texas State University, and previous co-chair of the Vireo User Group Steering Committee, as well as previous product owner for Vireo 4. Check out What’s New in Vireo 4.0 here: https://youtu.be/MTj67J51qBo

For in-depth user documentation of Vireo 4, please see the complete Vireo 4.0 User Documentation

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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 tab and add “Your University” as New Submission Organization Selector Header.

      2. Organizations 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. Creating an Organization is how you begin to create a submission workflow.

      3. 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. In your fresh Vireo 4 installation, you will see Institution as the only organization listed.

      4. As an Administrator, you will also see a bottom panel with the workflow steps for the Institution. Here, in the Manage Organization tab, you can change the Institution name to your own institution.

    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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