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 polices 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 systematically, reliably, and strategically administer digital preservation services 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
Succession Policy
| Owner |
Version |
Draft Version |
Last Updated |
Approval Period |
Next Review |
Status |
| Board |
DOI Version 3.0 |
None |
January, 2023 |
1 year |
January, 2024 |
Approved by Board |
Collection Policy
| Owner |
Version |
Draft Version |
Last Updated |
Approval Period |
Next Review |
Status |
| Board |
DOI Version 2.0 |
Draft link coming soon |
September, 2021 |
~ 2 years |
September, 2023 |
Approved by Board |
Core Preservation Policy
| Owner |
Version |
Draft Version |
Last Updated |
Approval Period |
Next Review |
Status |
| Board |
DOI Version 2.0 |
Draft link coming soon |
September, 2021 |
1 year |
September, 2022 |
Approved by Board |
Policy Management
| Owner |
Version |
Draft Version |
Last Updated |
Approval Period |
Next Review |
Status |
| Board |
Version 1.0 |
Draft Link Coming Soon |
September, 2021 |
~ 2 Years |
September, 2023 |
Approved by Board |
Risk Management Plan
| Owner |
Version |
Draft Version |
Last Updated |
Approval Period |
Next Review |
Status |
| Board |
None |
Link |
April, 2022 |
|
|
Under Review |
APTrust Governance Manual
| Owner |
Version |
Draft Version |
Last Updated |
Approval Period |
Next Review |
Status |
| Board |
Version 3 |
None |
January, 2023 |
1 Year |
April, 2024 |
Approved by Board |
How Deposits Work
| Owner |
Version |
Draft Version |
Last Updated |
Approval Period |
Next Review |
Status |
| Board |
Version 3.0 |
None |
September, 2021 |
2 Years |
January, 2024 |
Approved by Board |
Financial Sustainability and Business Principles
| Owner |
Version |
Draft Version |
Last Updated |
Approval Period |
Next Review |
Status |
| Board |
Version 2.0 |
Draft Link Coming Soon |
September, 2021 |
3 Years |
September, 2022 |
Approved by Board |
Budget Reports
| Owner |
Version |
Draft Version |
Last Updated |
Approval Period |
Next Review |
Status |
| APTrust Staff |
Landing Page |
N/A |
October, 2022 |
6 Months |
April, 2023 |
No approval required |
Services and Fees List
| Owner |
Version |
Draft Version |
Last Updated |
Approval Period |
Next Review |
Status |
| APTrust Staff |
Link |
N/A |
October, 2022 |
6 Months |
April, 2023 |
No approval required |
Storage Fact Sheet
| Owner |
Version |
Draft Version |
Last Updated |
Approval Period |
Next Review |
Status |
| APTrust Staff |
Link |
N/A |
January, 2023 |
As Needed |
As Needed |
No approval required |
APTrust Strategic Plan and Core Principles
| Owner |
Version |
Draft Version |
Last Updated |
Approval Period |
Next Review |
Status |
| Board |
Version 2.0 |
Draft Link Coming Soon |
November, 2021 |
Variable |
April, 2023 |
Approved by Board |
Expectations of Participation
| Owner |
Version |
Draft Version |
Last Updated |
Approval Period |
Next Review |
Status |
| Board |
Version 1.0 |
Draft Link Coming Soon |
September, 2021 |
2 Years |
September, 2023 |
Approved by Board |
