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Policy & Workflow Planning

Policy & Workflow Planning

By Stephanie Larrison (Unlicensed)
Feb 28, 2019
  • 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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