ETD Administrator Help

Tips

• Always click Update List after making changes to the Update List section. Your list will refresh to reflect your changes.
• Click the Hide form/Show form links at the right of the blue Update List area to hide or show the section, allowing your list to occupy more of your screen.
• Click the Display Preferences link at the bottom left of your list to modify the appearance of your list and save those changes. For example, specify which fields are included and how many results display per page.

Status

Make a selection from the drop-down to update your list to only include ETDs with that status.

• Any Status
• Delivered to ProQuest/UMI—The submission has been reviewed and delivered to ProQuest/UMI for publishing. The submission has been received by ProQuest/UMI.
• Delivery in Progress—The submission has been reviewed and delivered to ProQuest/UMI but not yet received.
• Published by ProQuest/UMI—If no restrictions were placed on the work, the dissertation/thesis will now be available to researchers around the world through ProQuest Dissertations & Theses Database. Note: if restrictions were placed on the work, the abstract is available now in ProQuest Dissertations & Theses, and the work will be disseminated as directed by the author in the publishing agreement.
• Ready for Checklist—The checklist must be completed to ensure your institution's requirements have been met; then the submission will be ready for a decision.
• Ready for Decision—The submission is ready for review; when your review is complete you can register a decision.
• Ready for Delivery—The submission has been approved by an administrator and can now be delivered to ProQuest/UMI.
• Submission in Progress—The student has saved a draft of their submission, but still needs to submit it for review.
• Waiting for Revisions (Major)—The submission has been reviewed. The student has been asked to make major changes.
• Waiting for Revisions (Minor)—The submission has been reviewed. The student has been asked to make minor changes.
• Withdrawn—The submission has been permanently removed. This is rarely used.

Last Event

Make a selection from the drop-down to update your list to only include ETDs with that last event. Last event is the most recent thing that happened to a dissertation/thesis: for instance, "Revision", or "Administrator Assigned".

Associated Tag

You can create a personal list of tags to easily locate ETDs, and to group similar ones together. Tags can be any word or phrase you think is relevant.

For example, you can add the tag patents to all ETDs that have patents pending. Then, if you want to quickly find all ETDs with patents pending, you can update your list by selecting patents from the Associated Tags drop-down.

To add a tag to an ETD:

1. While viewing an ETD, click Edit Tags in the Manage this ETD menu at the left of the page.
2. Select from the list of tags you've used before, or create a new tag.
3. Click Add tag.

We recommend short tags of one to three words.

Note: Other administrators and students cannot see your tags; it is a personal list.

Sorting your list

Pick a field to sort by: Click a column heading to sort your list by that field (for example, 'Student' or 'Last Event'). You can tell which field is currently used to sort the list by the arrow displaying next to the field .

Click the column heading a second time to reverse the sort order (e.g. ascending or descending).

You can permanently change the sort order using the Display Preferences link at the bottom left of your list.

Reviewing and managing submissions

Click an ETD title in your list to review its details and render a decision.

Locking and unlocking a submission

Lock a submission to prevent students from accessing it. Only the assigned administrator or your institution's primary administrator can unlock it.

Viewing student details

Click the student icon next to a student name to view details, including contact information.