- Determine policies for:
- Embargo types and durations
- Metadata collection (what information do you want to collect from students?)
- Email templates
- Naming conventions for colleges, departments, etc.
- Other needed configuration to Vireo settings
- UMI/ProQuest workflow
- Define workflows for grad school staff, repository manager(s), cataloger(s), faculty, and students.
- Determine whether organization workflow management will be hierarchical or flat.
- Determine library workflows for cataloging ETD records and editing ETD metadata.
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