{"id":72,"date":"2021-03-19T05:08:57","date_gmt":"2021-03-19T05:08:57","guid":{"rendered":"http:\/\/ndltd.vt.domains\/?page_id=72"},"modified":"2026-03-05T21:35:50","modified_gmt":"2026-03-06T02:35:50","slug":"manage-etds","status":"publish","type":"page","link":"https:\/\/ndltd.org\/thesis-resources\/manage-etds\/","title":{"rendered":"Managing ETDs"},"content":{"rendered":"\n<p>This page provides resources for librarians, academic managers, and faculty to start and manage an electronic thesis program and to build and manage a thesis repository.<\/p>\n\n\n\n<p>We invite all NDLTD members and other interested parties to submit resources for inclusion in this web site. We also invite academic institutions to submit links to web pages and documents that may serve as valuable examples to others. Please send any contributions to&nbsp;<a href=\"mailto:admin@ndltd.org\">admin@ndltd.org<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Start and Manage an ETD Program<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a data-type=\"page\" data-id=\"227\" href=\"https:\/\/ndltd.org\/?page_id=227\">Set up an ETD Program<\/a><\/li>\n\n\n\n<li><a data-type=\"page\" data-id=\"229\" href=\"https:\/\/ndltd.org\/?page_id=229\">Publishers and ETDs<\/a><\/li>\n\n\n\n<li>Guidance Documents for Lifecycle Management of ETDs<\/li>\n<\/ul>\n\n\n\n<p>The\u00a0<a href=\"https:\/\/drive.google.com\/file\/d\/0B6G_HvAHMBqFN1YxVkdJVkhuYXc\/edit?resourcekey=0-wmOQVorEwThciAOLaG8SUQ\" target=\"_blank\" rel=\"noreferrer noopener\">Guidance Documents for Lifecycle Management of ETDs<\/a>\u00a0are a series of topical briefs to assist ETD stakeholders with the long-term curation and preservation of their ETDs. They cover the following issues:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Introduction: Guidance Documents for the Lifecycle Management of ETDs<br>Guidelines for Implementing ETD Programs \u2013 Roles and Responsibilities<br>Guide to Access Levels and Embargoes of ETDs<br>Briefing on Copyright and Fair Use Issues in ETDs<br>Guidelines for Collecting Usage Metrics and Demonstrations of Value for ETD Programs<br>Managing the Lifecycle of ETDs: Curatorial Decisions and Practices<br>Metadata for ETD Lifecycle Management<br>Guide to ETD Program Planning and Cost Estimation<br>Guide to Options for ETD Programs<\/p>\n<\/blockquote>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>The\u00a0Lifecycle Management of Electronic Theses &amp; Dissertations (ETDs) Workshop\u00a0consists of a modular set of Creative Commons (CC-BY 4.0) licensed materials that are available for ETD programs or professional associations to make use of (and adapt) for educating a wide-range of ETD stakeholders. Modules include:<\/p>\n<\/blockquote>\n\n\n\n<ol class=\"wp-block-list\">\n<li>ETD Lifecycle Management Overview<\/li>\n\n\n\n<li>ETD Lifecycle Guidance Documents Overview<\/li>\n\n\n\n<li>ETD Lifecycle Management Tools Overview<\/li>\n<\/ol>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>The&nbsp;ETD Lifecycle Management Tools Manual&nbsp;provides resources and instruction to cover five major areas of lifecycle curation for ETDs, including:<\/p>\n<\/blockquote>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Virus Checking<\/li>\n\n\n\n<li>File Format Identification<\/li>\n\n\n\n<li>Preservation Metadata<\/li>\n\n\n\n<li>ETD Submission Reference Link Archiving<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Best Practices<\/li>\n<\/ul>\n\n\n\n<p>The Educopia Institute\u00a0has published the\u00a0ETDplus Guidance Briefs\u00a0and\u00a0ETD+ Toolkit,\u00a0a set of free introductory training resources on crucial data curation and digital longevity techniques. Focusing on the Electronic Thesis and Dissertation (ETD) as a mile-marker in a student\u2019s research trajectory, the series provides in-time advice to students and faculty about avoiding common digital loss scenarios for the ETD and all of its affiliated files.<\/p>\n\n\n\n<p><br>The Guidance Briefs were produced by the ETDplus project (generously funded by the\u00a0<a href=\"https:\/\/www.imls.gov\/\" target=\"_blank\" rel=\"noreferrer noopener\">IMLS<\/a>) and were authored by a team that includes representatives from the NDLTD, HBCU Alliance, bepress, ProQuest, and the libraries of Carnegie Mellon, Colorado State, Indiana State, Morehouse, Oregon State, Penn State, Purdue, University of Louisville, University of Tennessee, the University of North Texas, and Virginia Tech.<\/p>\n\n\n\n<p><br>Access the materials now using the links below!<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Copyright Guidance Brief<\/li>\n\n\n\n<li>Data Organization Guidance Brief<\/li>\n\n\n\n<li>File Formats Guidance Brief<\/li>\n\n\n\n<li>Metadata Guidance Brief<\/li>\n\n\n\n<li>Storage Guidance Brief<\/li>\n\n\n\n<li>Version Control Guidance Brief<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a data-type=\"page\" data-id=\"231\" href=\"https:\/\/ndltd.org\/?page_id=231\">Examples of ETD Web Sites<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/platinum.ohiolink.edu\/dms\/DMSdocs\/ercatstandards.htm#standards\">OhioLINK&#8217;s Summary on Cataloging electronic resources, including ETDs<\/a>&nbsp;<\/li>\n\n\n\n<li><a href=\"http:\/\/onlinephdprogram.org\/thesis-dissertation\/\" target=\"_blank\" rel=\"noreferrer noopener\">Online PhD Program resources for theses and dissertations<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.authorea.com\/users\/92046\/articles\/116327\/_show_article?access_token=-P8YH5sux3dHMdIYfQ4i1g\" target=\"_blank\" rel=\"noreferrer noopener\">Proquest, Proquest-optional, or NoQuest? See how various institutions deal with the question.<\/a><\/li>\n\n\n\n<li>We welcome content contributions on the following topics:\n<ul class=\"wp-block-list\">\n<li><a data-type=\"page\" data-id=\"234\" href=\"https:\/\/ndltd.org\/?page_id=234\">Lobby for an ETD Program<\/a><\/li>\n\n\n\n<li><a data-type=\"page\" data-id=\"236\" href=\"https:\/\/ndltd.org\/?page_id=236\">Estimate Cost of an ETD Program<\/a><\/li>\n\n\n\n<li><a data-type=\"page\" data-id=\"238\" href=\"https:\/\/ndltd.org\/?page_id=238\">Provide Support to Students<\/a><\/li>\n\n\n\n<li><a data-type=\"page\" data-id=\"240\" href=\"https:\/\/ndltd.org\/?page_id=240\">Provide Support to Faculty<\/a><\/li>\n\n\n\n<li><a data-type=\"page\" data-id=\"242\" href=\"https:\/\/ndltd.org\/?page_id=242\">Assess your ETD Program<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Build and Manage an ETD Repository<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">Open Source Repositories<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"http:\/\/scholar.lib.vt.edu\/ETD-db\/index.shtml\">ETD-db<\/a><\/li>\n\n\n\n<li><a href=\"http:\/\/www.eprints.org\/us\/\">E-Prints<\/a><\/li>\n\n\n\n<li><a href=\"http:\/\/www.dspace.org\/\">DSpace<\/a><\/li>\n\n\n\n<li><a href=\"http:\/\/fedora-commons.org\/\">Fedora<\/a><\/li>\n\n\n\n<li><a href=\"http:\/\/islandora.ca\/\">Islandora<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Commercial Repositories and Repository Services<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"http:\/\/www.bepress.com\/\">Bepress Digital Commons<\/a><\/li>\n\n\n\n<li><a href=\"http:\/\/www.exlibrisgroup.com\/category\/DigiToolOverview\">Ex Libris DigiTool<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.hykuup.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">hykuUP<\/a><\/li>\n\n\n\n<li><a href=\"http:\/\/www.contentdm.org\/\">OCLC ContentDM<\/a><\/li>\n\n\n\n<li><a href=\"http:\/\/www.openrepository.com\/\">Open Repository<\/a><\/li>\n\n\n\n<li><a href=\"http:\/\/www.simpledl.com\/\">SimpleDL<\/a><\/li>\n\n\n\n<li><a href=\"http:\/\/www.vtls.com\/products\/vital\">VTLS Vital<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">ETD Submission Systems<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"http:\/\/txetda.wordpress.com\/2012\/10\/11\/jarrow-electronic-thesis-and-dissertation-software\/\">Jarrow<\/a>&nbsp;\u2013 Submit theses and dissertations to an Islandora repository.<\/li>\n\n\n\n<li><a href=\"http:\/\/rucore.libraries.rutgers.edu\/open\/projects\/openetd\/\">OpenETD<\/a>&nbsp;\u2013 Export ETDs in METS\/XML for ingest into a variety of repositories.<\/li>\n\n\n\n<li><a href=\"http:\/\/www.proquest.com\/products-services\/dissertations\/ProQuest-ETD-Administrator.html\">ProQuest ETD Administrator<\/a>&nbsp;\u2013 Submit theses and dissertations to ProQuest.<\/li>\n\n\n\n<li><a href=\"http:\/\/www.vtls.com\/products\/valet\">Valet for ETDs<\/a>&nbsp;\u2013 Submit theses and dissertations to a Fedora repository.<\/li>\n\n\n\n<li><a href=\"http:\/\/www.tdl.org\/etds\/\">Vireo<\/a>&nbsp;\u2013 Submit theses and dissertations to a DSpace repository.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><a href=\"https:\/\/ndltd.org\/?page_id=93\" data-type=\"page\" data-id=\"93\">Contribute to the Open Access Initiative and to the ETD Global Search<\/a><\/h4>\n\n\n\n<h4 class=\"wp-block-heading\">ETD Preservation<\/h4>\n\n\n\n<p><a href=\"https:\/\/ndltd.org\/?page_id=244\" data-type=\"page\" data-id=\"244\">ETD Preservation<\/a>&nbsp;is a collection of resources about ensuring long-term open access to ETDs with sound, affordable preservation strategies.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">ETD Metadata<\/h4>\n\n\n\n<p>To give maximal exposure to your institute&#8217;s ETDs, you must provide accurate and complete metadata. NDLTD recommends that you use the ETD Metadata Standard&nbsp;<a data-type=\"page\" data-id=\"408\" href=\"https:\/\/ndltd.org\/?page_id=408\">ETD-MS<\/a>.<\/p>\n\n\n\n<p>For broader coverage of digital libraries, see <a href=\"https:\/\/en.wikiversity.org\/wiki\/Digital_Libraries\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/en.wikiversity.org\/wiki\/Digital_Libraries<\/a>. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>This page provides resources for librarians, academic managers, and faculty to start and manage an electronic thesis program and to build and manage a thesis repository. We invite all NDLTD members and other interested parties to submit resources for inclusion in this &#8230; <\/p>\n<p class=\"read-more-container\"><a title=\"Managing ETDs\" class=\"read-more button\" href=\"https:\/\/ndltd.org\/thesis-resources\/manage-etds\/#more-72\" aria-label=\"Read more about Managing ETDs\">Read more<\/a><\/p>\n","protected":false},"author":4,"featured_media":0,"parent":64,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-72","page","type-page","status-publish"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Managing ETDs - Networked Digital Library of Theses and Dissertations<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ndltd.org\/thesis-resources\/manage-etds\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Managing ETDs - Networked Digital Library of Theses and Dissertations\" \/>\n<meta property=\"og:description\" content=\"This page provides resources for librarians, academic managers, and faculty to start and manage an electronic thesis program and to build and manage a thesis repository. 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