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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.

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

Instructions

Once you’ve received notification from TDL that your Vireo 4 instance is ready:

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

      2. more

      3. more

      4. more

    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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