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NEED SOMETHING BIG AND BOLD ABOUT "ADDING" NEW FIELDS 

Existing fields have appropriate metadata keys assigned.  It is better to change a label than to create a new field profile for

Change the label of Chair to Advisor, Faculty Advisor, or whomever may be the primary supervisor of a student's research. 

Warning that new Field Profiles will not be included in metadata exports??  This needs to be investigated. - SL

A note about persons who are not the chair/advisor or committee member:  directors, grant supervisors, deans, etc.  

All new in Vireo 4

Each field in a workflow step is known has a number of settings and is referred to as a Field Profile. 

Each field profile contains 3  identical tabs: General, Advanced, and Controlled Vocabulary. 


Description of settings in the General tab

  • Label:  This is the name of the field which is visible to students and staff
  • Repeatable:  Select Yes for fields where more than one value is desired, such as committee members, keywords and subjects.  Select No when there should be only one value, such as Graduation Semester, Title, Abstract, etc. 
  • Required:  Select Yes for required, and No if filling in the information is optional. 
  • Disabled:  Select Yes to remove the field from both the student and staff views.
  • Hidden:  Select Yes to remove the field from the student view.  Unless also disabled, this field will appear in the staff view of the submissions.

  • Flagged:  Selecting Yes will add this field to the Flagged Fields box for information that is referred to frequently or should always be in view.  By default, there are no fields with Flagged marked Yes.
  • Logged:  Selecting Yes will allow changes to this field to be included in the Action Log of each submission. By default, there are very few field profiles that are marked Yes. 
  • Overridable:  This is an advance setting that is dependent upon Hierarchical Organization Management.


Description of settings in the Advanced tab

  • Metadata Key:  This field should only be changed by a metadata specialist in coordination with the institutional repository manager.  It will affect the the section Metadata Keys in the  Workflow Management settings. 
  • Input Type: The options provided in the drop down list will restrict and validate the type of value entered into the form field. For example, if INPUT_EMAIL is selected, only text that contains "@" will be permitted in the entry. 
  • Help:  The text that will appear when cursor hovers over the information icon to the right of each field in the student view.
  • Default value:  Enter a default value that will be pre-entered in the field in the student submission view.  This will be especially helpful for fields which vary by workflow.
  • Shibboleth Attribute Mapping: This field should only be changed by a network specialist.  


Controlled Vocabulary tab

This tab is only applicable with these Input Types selected in the Advanced Tab: INPUT_CONTACT, INPUT_CONTACT_SELECT, INPUT_SELECT.



Field Input Types - provide a table of names and how they are used. 

INPUT_CHECKBOX: A check box allowing single values to be selected/deselected

INPUT_CONTACT:  Used with a controlled vocabulary with the Contact column populated by email addresses.  This input type will allow selection from an associated controlled vocabulary, as well as entering new or unique values. A field for a name and email address will be be provided. By default, the Non-Chairing Committee Members have this input type selected.

INPUT_CONTACT_SELECT:  Used with a controlled vocabulary with the Contact column populated by email addresses.  This input type will restrict the value selection to the controlled vocabulary list. By default, the Committee Chair has this input type selected.

INPUT_DEGREEDATE: A control for entering the Graduation Semester. This input provides a calendar with month and year input and is formatted MM YYYY.

INPUT_DATETIME: A control for entering a date. This input is provides a calendar with month, day, and year input and is formatted MM/DD/YYYY.

INPUT_EMAIL: A field which will only accept an email address.

INPUT_FILE:  A control that lets the user select a file.

INPUT_LICENSE:  Displays the Default License with a checkbox to indicate acceptance.

INPUT_ORCID: A control for entering an ORCID author identifier

INPUT_PASSWORD: A single-line text field whose value is obscured.

INPUT_PROQUEST: Displays the ProQuest Publication Agreement with a checkbox to indicate acceptance.

INPUT_RADIO: A radio button, allowing a single value to be selected out of multiple choices.

INPUT_SELECT: Used with a controlled vocabulary.  The user will only be able to choose from the values in the associated vocabulary. 

INPUT_TEL:  A control for entering a telephone number.

INPUT_TEXT: Can be used with or without a controlled vocabulary.  If there is not Controlled Vocabulary associated with the field, it is a free text field.   If there is an assigned Controlled Vocabulary, values from the vocabulary will be auto-suggested as words are typed into the field.  The user can choose a value from the list, or enter a different value. 

INPUT_TEXTAREA: Large free text field. 

INPUT_CONDITIONAL_TEXTAREA: Provides a checkbox which opens a text box when selected.

INPUT_URL: A field for entering a URL.





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