- 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 whether organization workflow management will be hierarchical or flat.
- Determine library workflows for cataloging ETD records
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- and editing ETD metadata.
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