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 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