Guidance for ETD Lifecycle Management

A new, comprehensive resource on ETDs is now available. CNI’s Joan Lippincott served as a reviewer on the project. A link to the document is included in the announcement below.

The ETD Lifecycle Management project is pleased to make available the Guidance Documents for Lifecycle Management of ETDs. The full suite of Guidance Documents is freely available from Educopia Publishing ( and can also be obtained from the Networked Digital Library of Theses & Dissertations – NDLTD website (

About the ETD Guidance Documents
Written by ETD program experts from several established and well-respected academic institutions (see below), the Guidance Documents are geared towards the full range of stakeholders in ETD programs from administrators to graduate schools to librarians to vendors. The Guidance Documents cover a range of curation topics that span the lifecycle for ETDs.
• Guidelines for Implementing ETD Programs – Roles & Responsibilities

• Guide to Access Levels and Embargoes of ETDs

• Briefing on Copyright and Fair Use Issues in ETDs

• Guidelines for Collecting Usage Metrics and Demonstrations of Value for ETD Programs

• Managing the Lifecycle of ETDs: Curatorial Decisions and Practices

• Metadata for ETD Lifecycle Management

• Guide to ETD Program Planning and Cost Estimation

• Guide to Options for ETD Programs

About the Document Authors & Editors
The Guidance Document for Lifecycle Management of ETDs have been authored by ETD program experts from the University of North Texas, Virginia Tech, George Washington University, Boston College, Indiana State University, Pennsylvania State University, and University of Arizona. The documents were edited by representatives from the Educopia Institute, the MetaArchive Cooperative, and the Networked Digital Library of Theses and Dissertations.

About the Project
Funded by the Institute for Museum and Library Services (IMLS) and led by the University of North Texas, in partnership with the NDLTD and Educopia Institute, the ETD Lifecycle Management project is promoting best practices and improving the capacity of academic libraries to preserve ETDs for future researchers.

Gail McMillan
Director, Center for Digital Research & Scholarship
Services (formerly Digital Library & Archives)
Professor, University Libraries
Virginia Tech
gailmac 540-231-9252

Last updated:  Friday, March 21st, 2014