Electronic Thesis & Dissertation ETD+ TOOLKIT : in-time advice about avoiding common digital loss scenarios for the ETD


By focusing on the Electronic Thesis and Dissertation (ETD) as a mile-marker in a student’s research trajectory, ETD+ Toolkit for Teaching File & Data Management provides in-time advice about avoiding common digital loss scenarios for the ETD (and all of its affiliated files) as well as about improving research output management. 


The ETD+ Toolkit (released April 2017) is the result of a project funded by the Institute of Library and Museum Services (IMLS); ETD+ Toolkit  materials were produced under an IMLS-funded project, "Preservation & Curation of ETD Research Data & Complex Digital Objects". Educopia Institute led the creation of the Toolkit in partnership with the NDLTD, ProQuest and 12 U.S. research libraries. 

The ETD+ Toolkit is designed to help :

  • Students - to make sure that their research outputs are stored and maintained in durable formats and on durable devices;
  • Students -  to make informed decisions about file formats, documentation, and rights;
  • Administrators - to better understand the digital research outputs students are creating and assess what they need to collect and care for as part of the institutional memory.

ETD+ Toolkit is an open set of six modules and evaluation instruments

that prepare students to create, store, and maintain their research outputs on durable devices and in durable formats.

Each module :

  • is designed to stand alone; they may also be used as a series; 
  • includes Learning Objectives, a one-page Handout, a Guidance Brief that can be customized for your campus, a Slideshow with full presenter notes, and an evaluation Survey;
  • is released under a CC-BY license and all elements are openly editable to make reuse as easy as possible.

Anyone may freely adopt and adapt the ETD+ Toolkit. The Toolkit could be especially recommended for use by administrators, faculty, and librarians teaching students and by students seeking practical advice about digital content management.

Begin by visiting Educopia ETD+ Toolkit

  • Select the ETD+ Toolkit link at the top of the page to access the Google Drive folder in which all of the ETD+ Toolkit materials are maintained.
  • Once you’re in the Google Drive folder, you’ll see seven folders: one “About the Toolkit” (where you’ll find at a Glance guide) and one folder for each of the six modules.
The ETD+ Toolkit modules: 

Module 1: COPYRIGHT: How can students gain appropriate permissions and how can students signal copyright for their own works?

Module 2: DATA ORGANIZATION: How can students structure, describe, store, and deposit data and other research files for reuse and/or future access?

Module 3: FILE FORMATS: How will the formats students choose make future access to their research easier or more difficult?

Module 4: METADATA: How can students store information describing their files to make sure they can tell what they are in the future?

Module 5: STORAGE: How can students make well informed choices about where to store their research materials?

Module 6: VERSION CONTROL: What mechanisms can students use to make it easier to see the history of a file with multiple versions?

The ETD+ Toolkit project background: 

In a 2014 survey of nearly 800 students across nine universities, students reported that non-PDF files - including research data, video, digital art, and software code - are either as important or more important than the Electronic Thesis and Dissertation (ETD) PDF as research outputs and evidence.

Fully 80% of these students are producing non-PDF research outputs, most commonly tabular data (43%), digital images (38%), software code (29%), and digital text (28%).

This ETD+ Toolkit addresses students’ needs to ensure the longevity and accessibility of their research outputs.

Source: ETD+ Toolkit


The ETD+ Toolkit project team would greatly appreciate your brief (2 minutes) FEEDBACK about the ETD+ Toolkit modules (see below).

Your feedback will help the project to refine the toolkit components and report back to its funder about how and where they are being used: 

Related content: 
  • USETDA 2018 Conference - the 8th annual conference of the US Electronic Thesis and Dissertation Association will be held September 12th – 14th in Denver, Colorado

Please find below the list of videos that cover the discussion in details about management of electronic resources and the purchase process in any academic library. This discussion continues with two videos on management of print periodicals with Koha. The list of videos are mentioned with link of videos separately:

E-Resource Acquisition Management
E-Resource Access Management
E-Resource Administration Management
E-Resource Support Management
E-Resource Evaluation and Monitor Management
Purchase Process of Print and Online Resources in Academic Library
Schedule Preparation in ILMS Koha
Receiving the Print Issues in ILMS Koha

If the list of journals of different products is available in excel file then the same can be converted in MARC format and can be imported in Koha ILMS. With the online public access catalog (OPAC) of Koha, the resources can be shared effectively. To convert the excel file, these videos may be helpful.

If anyone wants to install the Koha with ISO Image, then the steps are given in the pdf file which can be viewed here

You may browse some other videos at Librarian Guide on YouTube.