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  • Determine policies for:

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        • Embargo types and durations

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        • Metadata collection (what information do you want to collect

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        • from students?)

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        • Email templates

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        • Naming conventions for colleges, departments, etc.

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        • Other needed configuration to Vireo settings

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        • UMI/ProQuest workflow
      • Define workflows for grad school staff, repository

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      • manager(s), cataloger(s), faculty, and students.
      • Determine library workflows for cataloging ETD records

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      • and editing ETD metadata.


      NEW SECTION - Workflow scenarios with and without heirarchical org on

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