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The proposal sets research objectives, describing generic and tailored templates consolidated into one source, and establishes a desk-research methodology to analyze existing documents using InterPARES policy criteria.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/paper-templates/","Paper Templates",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/general-study-research-proposal-policy-and-procedures-templates-version-12-may-2009/247345/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/general-study-research-proposal-policy-and-procedures-templates-version-12-may-2009/247345.png","ImageObject",442,249,{"name":42,"@type":43},"Aran","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-06","2026-09-12",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",6,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"Why is a general study for policy and procedure templates needed?","Question",{"text":63,"@type":64},"Because existing policy and procedure templates are scattered and often suited to larger organizations, making them hard to apply to smaller archival organizations with specific needs.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What are the main research objectives of the proposal?",{"text":68,"@type":64},"To provide generic templates for managing and preserving digital and analogue records, create tailored models for different archival categories, consolidate scattered templates into one source, and guide other case studies in developing test-bed policies.",{"name":70,"@type":61,"acceptedAnswer":71},"What research methodology does the proposal use?",{"text":72,"@type":64},"Desk research that searches for and analyzes existing policy and procedure documents using criteria from InterPARES policy-development guidelines.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},247345,1790245620,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,114,119,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":111,"show_sort_weight":112,"slug":113},17,"Forms",40,"forms",{"id":115,"doc_module":22,"doc_module_name":25,"category_name":116,"show_sort_weight":117,"slug":118},18,"Letters",30,"letters",{"id":120,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":121,"slug":122},21,5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":120,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":33,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":26},137455076865,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","General Study Research Proposal  \nPolicy and Procedures Templates  \nVersion 1.2, May 2009  \nBackground and Rationale for Study  \nPolicy and procedures tend to be a major subject of discussion among the InterPARES 3 TEAM Canada researchers as it involves records creators and preservers. The need for a general study on the creation of policy and procedure templates was identified during the November 2009 plenary workshop for TEAM Canada, where Lara Wilson suggested,“Likewise, another useful product would be a template for procedures that would clarify how a procedural document is separate from a policy document.”1 Indeed, a number of case studies are working to develop policies and procedures for records management programs (for a list of these case studies, see Appendix A) .  \nAccordingly, the InterPARES 1 research plan, within Domain 4,(under the Strategy Task Force) identified relevant areas and developed an intellectual framework aimed to outline principles necessary to guide the formulation of international policies, strategies and standards related to the long-term preservation of authentic electronic records. The Strategy Task Force was also tasked to investigate the criteria for developing national and organizational policies, strategies and standards.2  \nAlthough many model policies and procedures exist, and substantial research efforts have explored policy and procedural issues resulting in various templates, these templates tend to be widely scattered. More often than not, users have to consult several of them to figure out the useful ones that address their specific needs. Moreover, these policy and procedures templates tend to be developed for larger organizations and will likely not work for smaller archival organizations. It is evident from several case studies that smaller organizations tend to have very specific policy and procedure needs and requirements and may find it difficult to apply broad policies to their situations.3  \n1 Randy Preston,“TEAM Canada Plenary Workshop \\#05: Proceedings,” InterPARES, Final v1 .0, November 2009 . Available at [http://www.interpares.org/rws/display_file.cfm?doc=ip3_canada_wks05_proceedings_FINAL_v1-0.pd](http://www.interpares.org/rws/display_file.cfm?doc=ip3_canada_wks05_proceedings_FINAL_v1-0.pdf)[f](http://www.interpares.org/rws/display_file.cfm?doc=ip3_canada_wks05_proceedings_FINAL_v1-0.pdf) , p. 18.  \n2 Luciana Duranti, et al.,“Part Four – An Intellectual Framework for Policies, Strategies, and Standards: Strategy Task Force Report,” in The Long-term Preservation of Authentic Electronic Records: Findings of the InterPARES Project, Luciana Duranti, ed. (San Miniato, Italy: Archilab, 2005), 117.  \n3 As observed by Luciana Duranti during the November 2009 plenary workshop for TEAM Canada.  \nGiven the above, and on the basis that any solution to digital preservation problems are mostly situation specific, it is crucial to develop scalable policy and procedures templates that will suit the needs of small- and medium-sized archival organizations while relying on established intellectual frameworks. This will also meet the InterPARES 3 Project’s goal, which aims to:  \n[…] enable small and medium sized public and private archival organizations and programs, which are responsible for the digital records resulting from government, business, research, art and entertainment, social and/or community activities, to preserve over the long term authentic records that satisfy the requirements of their stakeholders and society’s needs for an adequate record of its past;4  \nResearch Objectives  \nThe research will intend to:  \n1) Provide a set of generic policy and procedure templates for the management and preservation of both digital and analogue records that account and conform to the specified criteria in the InterPARES 1 Strategy Task Force report on policy and other such InterPARES policy guidelines.  \n2) Create tailored model policy and procedures templates for different categories an","cbCailNwE4RdWVp2","https://ap.wps.com/l/cbCailNwE4RdWVp2","pdf",260588,"English","# Background and Rationale for Study\n# Research Objectives\n# Research Methodology","[{\"question\":\"Why is a general study for policy and procedure templates needed?\",\"answer\":\"Because existing policy and procedure templates are scattered and often suited to larger organizations, making them hard to apply to smaller archival organizations with specific needs.\"},{\"question\":\"What are the main research objectives of the proposal?\",\"answer\":\"To provide generic templates for managing and preserving digital and analogue records, create tailored models for different archival categories, consolidate scattered templates into one source, and guide other case studies in developing test-bed policies.\"},{\"question\":\"What research methodology does the proposal use?\",\"answer\":\"Desk research that searches for and analyzes existing policy and procedure documents using criteria from InterPARES policy-development guidelines.\"}]","General Study Research Proposal - Policy and Procedures Templates - Version 1.2 - May 2009 | PDF",1789241389]