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 2.0 Draft 3.0 September, 2021 ~ 2 years September, 2023 Under Review

Core Preservation Policy

Board Version 2.0 None September, 2021 1 year September, 2022 Approved by Board

Governance Manual

Board Version 3.0 None January, 2023 1 Year January, 2024 Approved by Board

Policy Management Policy

Board Version 1.0 None September, 2021 ~ 2 Years September, 2023 Approved by Board

Succession Policy

Board Version 3.0 None January, 2023 1 year January, 2024 Approved by Board
OwnerVersionDraft VersionLast UpdatedApproval PeriodNext ReviewStatus
GUIDELINES

[Sustaining Member] Expectations of Participation

Board Version 1.0 Draft Version 1.1 September, 2021 2 Years September, 2023 Under Review

Financial Sustainability and Business Principles

Board Version 2.0 Draft 3.0 September, 2021 3 Years September, 2024 Under Review

How Deposits Work

Board Version 3.0 None September, 2021 2 Years January, 2024 Approved by Board

Risk Management Plan

Board None Draft 1.0 April, 2022 TBD April, 2024 Under Review

Strategic Plan and Core PrinciplesVision, Mission, and Shared Values

Board Version 2.0 Draft 3.0 November, 2021 Variable April, 2023 Under Review
OwnerVersionDraft VersionLast UpdatedApproval PeriodNext ReviewStatus
OTHER DOCUMENTATION

Budget Reports

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

Services and Fees

Executive Director Services and Fees N/A November, 2020 As needed As needed No approval required

Storage Fact Sheet

Executive Director Storage Fact Sheet N/A January, 2023 As needed As needed No approval required