Policies

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Policies, Guidelines, and Governance Documentation

APTrust test has extensive documentation in the form of policies, guidelines, and governance. This page outlines those various documents and where appropriate, sets a review path and cycle. Completed policies are noted and uploaded into UVa’s Institutional Repository, Libra, and assigned a DOI.

The components of APTrust’s policy and governance principles stipulate:

  • APTrust will develop the policies and documentation it needs to administer digital preservation services systematically, reliably, and strategically to its members.
  • APTrust is committed to a transparent policy-making process.
  • While policy development will be responsive to the evolving needs and interests of the APTrust membership, it will also be thoughtful and deliberate.
  • APTrust is committed to timely enactment and enforcement of policies after they have been approved.
  • Policy adherence and enforcement is the responsibility of the APTrust membership, guided by the APTrust Advisory Committee.

Current List of APTrust policies, guidelines, and documentation

OwnerVersionDraft VersionLast UpdatedApproval PeriodNext ReviewStatus
POLICIES

Collection Strategy Policy

 Board Version 3.0 None April, 2024 5 years April, 2029 Approved by Board

Core Preservation Policy

 Board Version 2.0 Draft 3.0 September, 2021 1 year N/A Under Review

Financial Sustainability and Business Principles Policy

 Board Version 3.0 None April, 2024 5 years April, 2029 Approved by Board

Governance Manual

 Board Version 3.0 Draft 3.1 January, 2023 1 Year January, 2024 Under Review

Policy Management Policy

 Board Version 1.3 None July, 2024 4 Years July, 2028 Approved by Board

Strategic Plan

 Board Version 2.0 Version 2.5 November, 2021 5 years November, 2026 Under Review

Succession Policy

 Board Version 3.0 Draft 3.1 January, 2023 1 year N/A Under Review

[Sustaining Member] Expectations of Participation Policy

 Board Version 1.0 Draft 1.1 September, 2021 2 Years N/A Under Review

Vision, Mission, and Shared Values Policy

 Board Version 3.0 None April, 2024 3 years April, 2027 Approved by Board
OwnerVersionDraft VersionLast UpdatedApproval PeriodNext ReviewStatus
GUIDELINES

How Deposits Work

 Board Version 3.0 Draft 3.1 September, 2021 2 Years N/A Under Review

Risk Management Plan

 Board None Draft 1.0 April, 2022 TBD N/A Under Review
OwnerVersionDraft VersionLast UpdatedApproval PeriodNext ReviewStatus
OTHER DOCUMENTATION

20 Cost Questions

 Executive Director 20 Cost Questions N/A March, 2024 As needed As needed No approval required

Budget Reports

 Executive Director Budget Reports N/A December, 2023 Annual or Bi-annual Next Member Meeting No approval required

Erasure Coding FAQ

 Executive Director Erasure Coding FAQ N/A August, 2024 None N/A No approval required

Services and Fees

 Executive Director Services and Fees N/A September, 2024 As needed As needed No approval required

Storage Fact Sheet

 Executive Director Storage Fact Sheet N/A February, 2024 As needed As needed No approval required