ETD Administrator Walk-Through

Are you submitting your thesis or dissertation electronically? While it’s true that we’ve created videos to help you do this, we are in the process of converting those videos to this walk-through with screenshots. We are doing this because small details of the submission process keep changing, and this format will allow us to more easily update information for you.

You may click on any screenshot below to view a larger version. Clicking the images will open a new window.

The ETD Administrator site ( was set up for us by ProQuest, an outside company that collects theses and dissertations from all over the country and makes them available for purchase (with royalties paid to the authors once they amount to over $25.) They also collect all abstracts into a database, which they then market as a product aimed mostly at libraries. We subscribe to this database, which means that BU users can conveniently search it as part of their research.

ProQuest is also recognized as an Offsite Digital Repository by the Library of Congress. Boston University sends all its theses and dissertations to ProQuest for archival and dissemination.

In addition to this, BU runs OpenBU, an institutional repository, where your thesis or dissertation will also be available—for free, to the world. Here’s a video detailing why we do this. The Guide for Writers of Theses and Dissertations explains what to do if you need an embargo. If you have any questions, please email Vika Zafrin, vzafrin at bu edu.

In order to submit your work, you’ll need to create an account on the ETD Administrator site. You must use your BU email address in creating this account. If you don’t, we won’t accept your submission. Your username will be your email address.

Once you log in, the first thing you’ll see is this Instructions screen. Please read all of the instructions and all text of all agreements, thoroughly, and ask questions if you need to.

ETD Administrator Screen 1

The dissertation must be in PDF, it must be one file, and you must embed fonts and use no security restrictions. If you’re on a Mac and using Microsoft Word 2008 or later, this happens automatically. If you’re on a PC, you may have to check a box when saving your file; please look at the PDF FAQs linked from that first screen for more information. You may use the PDF Conversion tool that ProQuest provides off of this page, but you do not have to do this.

The other thing to look at is the Subject Category list. These are very general categories, with four digit codes; you will be asked to choose between one and three of those for your dissertation. This is different from subject keywords, and we encourage you to also choose some of those: doing so will make your work more discoverable.

Please note the embargo notice on this screen, read the appropriate section of the Guide for Writers of Theses and Dissertations, and follow the instructions if applicable.

The next screen presents you with the publishing options.

ETD Administrator: Screen 2

There’s only one type of publishing — “Traditional” — and the agreement text is linked from this page. You will be asked to accept it in the next step.

The options have to do with how readers will find your work. ProQuest will be selling it—but OpenBU will give it away for free, to maximize the exposure and utility of your work. The question here is: when people search for your work using web search engines, if they find the ProQuest option (for pay), it will not necessarily be obvious to them that the same work is available for free from BU. Because of this, students who prioritize exposure over royalties often choose to hide the ProQuest version from major search engines, helping to ensure that users are directed to the OpenBU version.

Once you make your choice on this screen, and click Continue, Screen 3 shows you the actual text of the ProQuest publishing agreement. Please read it, and refer any questions about this agreement to ProQuest themselves at disspub at proquest dot com. Most people find the ProQuest agreement uncontroversial. You must accept this agreement before proceeding.

Screen 4 brings us to the Institutional Repository (in our case, OpenBU) publishing options.

ETD Administrator: Screen 4

If you are requesting an embargo, here is where you indicate it. Please note: if you choose any embargo, you must upload a letter signed by you and your advisor (or, if your school requires it, the dean) formally requesting the embargo and stating both the length requested and a reason for it. This is in addition to the drop-down option that you must choose in the interface if you’re requesting an embargo. You will upload the letter in the Administrative Documents step below.

If you need an embargo longer than two years, please select “2 years” and write a note in the “Note to administrator” field stating how long you really need it for. Embargoes longer than two years are rarely granted, and a formal letter is still required. Embargoes are normally not granted for longer than five years at a time, though they are renewable once.

Screen 5 is the second of two agreements you are asked to accept. This one is from BU.

ETD Administrator: Screen 5

It gives BU the non-exclusive right to archive and publish your dissertation as it stands. If “publish” put you on high alert, and you haven’t seen the Open Access video linked above, we strongly encourage you to see it, and then talk to Vika Zafrin (vzafrin at bu edu) if you still have questions.

The next screen gives you the option of attaching a Creative Commons license to your work.

ETD Administrator: Screen 6

Neither this license nor the ProQuest/BU agreements take away your copyright. That remains with you. The agreements enable ProQuest and BU to perform certain preservation and dissemination activities. The Creative Commons license indicates to the readers of your work what they can do with it.

The license is optional; you are free to select the “No thank you!” option, or any of the six CC licenses currently available. For more information, please refer to the Creative Commons website.

The Contact Information screen is self-explanatory. Let us know if you have questions.

On the following screen, Dissertation/Thesis Details:

  • Please be sure to properly capitalize the title of your work, as one would a book title.
  • The “subject categories” you will see in the second screenshot below will be from that long list with the four digit codes; the keywords are freeform subject keywords. Use whichever ones are appropriate and useful in your field.
  • If your abstract uses any non-alphanumeric characters, including quotation marks etc., please take a look at the formatting hints provided by ProQuest.

ETD Administrator: Screen 8a

ETD Administrator: Screen 8b

Finally, here’s where you upload the PDF (Portable Document Format) file of your thesis or dissertation.

ETD Administrator: Screen 9

If your file doesn’t have all fonts embedded or is password-protected, ProQuest’s system will not accept it. Troubleshooting information is available here. If you’ve clicked “Save and Continue” and gotten past this step without an error message, your file satisfies ProQuest’s requirements.

If you are using third-party materials for which you need permission, and you have the permission documents (as you should), please answer Yes to the appropriate question on this screen and upload those documents as well.

On screen 10, you have the option to upload supplemental files for your work.

ETD Administrator: Screen 10

Most often these files contain research data, or perhaps third-party materials for which you don’t have use permissions. (If you have such materials, we can restrict access to a supplemental file while making the main file publicly available from OpenBU.) Supplemental files can be in any format.

Screen 11 is for administrative documents. If you have a signed and/or approved (as necessary according to your School/College) embargo letter, please upload it here. Your signed approval page, after you submit it, will be scanned and added here for archival purposes. It will not be made visible to the casual user.

ETD Administrator: Screen 11

Screen 12 is where you can send a note to the administrators from your School/College and/or BU Libraries who will be reviewing your submission. If you feel the need to clarify something, here’s where you do that.

ETD Administrator: Screen 12

The next screen offers you the opportunity to have ProQuest register copyright for you.

ETD Administrator: Screen 13

Should you or shouldn’t you register copyright? That’s entirely up to you. Here’s an important thing to understand: you have copyright to your original work regardless of whether you register it. You are protected by applicable copyright laws without registration, in case someone sues you for infringement. However, if you need to take someone else to court for infringement, you can’t file suit unless you’ve registered copyright before the date of their offense.

If you do decide to have ProQuest file for copyright on your behalf, that will cost you $55. This is marginally more than you would pay if you did it yourself, but a lot less hassle. We’d say it’s worth it.

Whatever you decide, the next screen allows you to order hard copies of your work. It’s optional and pretty self-explanatory.

ETD Administrator: Screen 14

If you do decide to place the order, you will be directed to the Shipping Address screen.

 And then there’s the submit button. After you you review your submission and correct any mistakes, if you’ve ordered any paid services (copyright registration, hard copies of your work), click “Continue with Submission”, and you’ll be directed to the payment page. Pay with a credit card as directed. Please note: you’ll be paying only the ProQuest service fees, not the BU submission fee. The BU fee should be submitted to your school’s records office along with the hard copies of your signed approval pages.

If you did not order any paid services, after you review your submission and correct any mistakes, click the “Submit Dissertation/Thesis” button. If you see something like the below, you’re done.

ETD Administrator: Submission Complete

If you have questions, please first re-read the above, and use the help information embedded in the ETD Administrator website. If you still have questions after that, please contact the following people: