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ETD Lifecycle Management Project Wiki

Colleges and universities are steadily transitioning from traditional paper and microfilm formats for graduate theses and dissertations. While this move from print-based to electronic theses and dissertations (ETDs) greatly enhances the accessibility and sharing of graduate student research, it also presents significant challenges for the academic libraries trying to preserve digital content.

Beginning in September 2011 to September 2014, the University of North Texas Libraries, together with the Networked Digital Library of Theses and Dissertations, the Educopia Institute/MetaArchive Cooperative, and the libraries of Virginia Tech, Rice University, Boston College, Indiana State University, Pennsylvania State University, and University of Arizona developed a series of deliverables for support the lifecycle management of electronic theses and dissertations. The deliverables are now available at

Beginning in October 2014 as a follow-on to the Lifecycle Management project, the ETDplus project examines the curation and preservation of research data and complex digital objects that often accompany an ETD submission. The Educopia Institute, in partnership with University of North Texas, and in concert with the Networked Digital Library of Theses and Dissertations (NDLTD), bepress, ProQuest, and the libraries of Virginia Tech, University of Tennessee, Purdue, Carnegie Mellon, Oregon State, Penn State, Morehouse, University of Louisville, and Indiana State will develop and disseminate a series of guidance documents, a curation technology testbed, and an accompanying workshop series to train Electronic Thesis & Dissertation (ETD) program stakeholders.

Grant Submission Materials

Lifecycle Management of ETDs


Grant Deliverables

Lifecycle Management of ETDs

The Lifecycle Management of ETDs project produced three deliverables, now available for download.


  • Guidance Briefs for Preserving & Curating ETD Research Data & Complex Digital Objects: The project will research, develop, and release openly a series of concise topic-driven documents to assist the intended audience with effectively and responsibly preserving and curating ETD research data and complex digital objects. The documents will aim to be both practical and policy-oriented.
  • Curation Workbench: The project will identify the range of open-source technologies that are relevant for preserving and curating ETD research data and complex digital objects and develop model workflows and a pilot testbed that can be used freely by the stakeholder audiences to gain familiarity with such technologies and their proper application to these resources.
  • Training Workshop: The project will design a module-based workshop, available in year two of the project, which will introduce the intended audiences to the topics documented in the Guidance Briefs and provide a thorough demo of the Curation Workbench. Modules will be made openly available.

Project Staff

Lifecycle Management of ETDs

  1. Principal Investigator: Dr. Martin Halbert (UNT Dean of Libraries and Associate Professor)
  2. Co-Principal Investigator: Dr. Katherine Skinner (Educopia/MetaArchive Executive Director)
  3. Project Manager: Matt Schultz (MetaArchive Program Manager)
  4. Assistant Coordinator: Shannon Stark (UNT Strategic Projects Librarian)
  5. Project Programmer: Stephen Eisenhauer (UNT Programmer Analyst II)


  1. Co-Principal Investigator: Dr. Katherine Skinner (Educopia/MetaArchive Executive Director)
  2. Co-Principal Investigator: Matt Schultz (MetaArchive Program Manager)
  3. Project Manager: Nick Krabbenhoeft (Educopia Project Manager)
  4. Evaluator: Christina Drummond (UNT, Research Associate Professor)

Project Steering Committee

Lifecycle Management of ETDs

  1. Dr. Martin Halbert (UNT Dean of Libraries and Associate Professor)
  2. Gail McMillan (VA Tech Director, Digital Library and Archives)
  3. Geneva Henry (Rice University Executive Director, Center for Digital Scholarship)
  4. Dr. Bill Donovan (Boston College Digital Preservation Manager & ETD Administrator)
  5. Xiaocan (Lucy) Wang (Indiana State University Digital Repository Librarian)
  6. Dr. Patricia Hswe (Penn State University Digital Collections Curator)
  7. Yan Han (University of Arizona Associate Librarian for Research Services)
  8. Dr. Daniel Alemneh (UNT Metadata Librarian)


  1. Dr. Martin Halbert (UNT, Dean of Libraries and Associate Professor)
  2. Holly Mercer (University of Tennessee, Knoxville Libraries, Associate Dean for Scholarly Communication and Research Services)
  3. Chris Eaker (University of Tennessee, Knoxville Libraries, Data Curation Librarian)
  4. Carly Dearborn (Purdue University Libraries, Digital Preservation & Electronic Records Archivist)
  5. Gabrielle Michalek (Carnegie Mellon University, Head of Archives & Digital Library Initiatives)
  6. Michael Boock (Oregon State University, Head of Center for Digital Scholarship and Services)
  7. Mike Furlough (Penn State University, Associate Dean for Research & Scholarly Communications)
  8. Austin McClean (ProQuest, Director of Scholarly Communication and Dissertation Publishing)
  9. Eli Windchey (Bepress, Vice President of Consulting Services)
  10. Joe Swanson, Jr. (Morehouse College, Director of Morehouse School of Medicine Library)
  11. Zhiwu Xie (University Libraries Virginia Tech, Associate Professor & Technology Development Librarian)
  12. Rachel Howard (University of Louisville, Digital Initiatives Librarian)
  13. Cinda May (Indiana State University, Associate Librarian & Public Historian)
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