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ActivityOP2200 Library Planning and Administration
Records Series31 - Library Planning Files
OPRUniversity Library
DescriptionRecords documenting the decision-making or recommendation activities of the library management team, various functional teams, working groups, and the Library Advisory Committee. Includes strategic plans, minutes, memos, reports, organizational reviews, team reviews Also used for library unit meeting files.
Retention TriggerActivities completed or decisions made.
Active (years)3
Semi-Active (years)2
Final ActionAR
Disposition Plan
Retention Rationale
PIBNo
Vital Records

This schedule applies to official records. Convenience or duplicate copies of official records are considered transitory and should not be kept longer than necessary, and in no event longer than the official copy.

University Records exist in both physical and electronic formats, such as paper, email or data in a database. Paper records may or may not contain information that is duplicated in an electronic system. For technical reasons the retention assigned to the electronic records may be different from the retention of physical records. If there are differences, see instructions in this schedule for details.



GLOSSARY

  • AR = Transfer to Archives
  • AY = End of Academic Year
  • CY = End of Calendar Year
  • D = Destroy / Delete
  • DP = Special Disposition Plan
  • FY = End of Fiscal Year
  • OPR = Office of Primary Responsibility
  • PIB = Personal Information Bank


Printed on Monday, Feb 18 2019