# Adopting And Updating The Policies This guide is for agents and maintainers incorporating policies from [Standard Repository Policies](https://gitea.maximumdirect.net/eric/policy) into another repository. To edit the upstream templates themselves, use the [contributor guide](development.md). ## Select A Baseline Select an upstream commit and read the policies relevant to the requested work. Use a revision containing the [project grant](../COPYRIGHT) and the reference assets you intend to use. Record its full commit identifier; a moving branch name is not an adoption baseline. No package manager or automatic update service is required. Preserve existing downstream decisions and unrelated changes. Adoption is a local customization task, not authorization to add every capability, document, restriction, or release gate mentioned in the templates. ## Copy And Customize 1. Copy applicable documents from `docs/policy/` to the same downstream location. Follow each template's adoption instructions and remove its `Base Policy Template` section afterward. Create supporting documents when they have useful content for an existing responsibility, rather than filling an empty outline. 2. Tailor architecture to the actual project. Preserve the author's selected license and existing application contracts. Do not infer new product behavior from policy examples. 3. Retain each document's `Base Policy Version` and set `Last Updated` to the local adoption date. Add `Upstream Source` metadata linking to that specific document at the selected commit. Retain this provenance in future edits. 4. Create or update the downstream `docs/development.md` reading guide. Use [agents/AGENTS.md](../agents/AGENTS.md) as the basis for the downstream root `AGENTS.md`, merging its orientation links with existing instructions. 5. Add the attribution and document-license scope described below. Review the resulting local rules for consistency with the project's actual workflows. A source link has this shape; substitute the selected full commit and filename: ```text https://gitea.maximumdirect.net/eric/policy/src/commit/UPSTREAM_COMMIT/docs/policy/testing.md ``` ## Attribute Copied Policies Use the [canonical attribution entry](../examples/licensing/policy-attribution.md) in the downstream `docs/oss/attribution.md`. It is an entry fragment to insert beneath that document's existing title, not an additional document title. - Replace `UPSTREAM_COMMIT` with the selected full commit in all three URLs. - Adjust the `Material:` sentence to identify the files actually copied. Keep “adapted for this repository” for customized documents; use “copied without modification” for unchanged copies. For a mixture, identify which are adapted. - Preserve supplied creator, copyright, license, and warranty-disclaimer notices, including the link to upstream `COPYRIGHT`. Retain indications of prior modifications as the documents evolve. - Copy [CC-BY-SA-4.0.txt](oss/licenses/CC-BY-SA-4.0.txt) into the downstream `docs/oss/licenses/`. The entry's relative license link assumes that location. This entry is the project's recommended attribution arrangement for copied or adapted policies. Its short material statement identifies scope and modification status; do not add research narratives or compliance commentary. Keep customized policy documents under CC-BY-SA 4.0 in this standard adoption workflow. Identify that scope in the downstream `COPYRIGHT`, for example: ```text Policy documents adapted from Standard Repository Policies remain licensed under CC-BY-SA-4.0. See docs/oss/attribution.md for the affected material, upstream credit, and license links. ``` The application's own code retains its selected license. Copying a policy does not select a new license for unrelated code or documentation. These instructions implement the [project grant](../COPYRIGHT); they do not add a requirement to publish private work or send modifications upstream. Other arrangements permitted by the license remain available. ## Use Reference Assets Create actual `COPYRIGHT` and attribution files using the upstream [application](../examples/licensing/application/COPYRIGHT), [library](../examples/licensing/library/COPYRIGHT), and [attribution](../examples/licensing/attribution.md) examples. Read the [OSS policy](policy/oss.md) for their format and placeholder substitution rules. Original example formatting is available under CC0 as specified in [COPYRIGHT](../COPYRIGHT); using that formatting alone does not require an attribution entry for this project. Keep links to these examples in the adopted policy pointed at upstream commits. Do not populate the downstream `examples/` directory with this collection. Copy the applicable standard license texts into the actual local license files; retain their wording and their own terms. Those copies remain necessary under the House Format even though example documents stay upstream. ## Update Deliberately Compare the previously recorded upstream files with a selected newer revision. Apply relevant changes while preserving local decisions; do not overwrite customized documents wholesale or treat every upstream recommendation as a new local requirement. Update `Base Policy Version` when adopting a newer template version and update `Upstream Source` to the revision actually incorporated. Change `Last Updated` when revising the local document. Keep the material description, modification status, and attribution links accurate. If documents use different upstream revisions, retain each file's exact source metadata and include the necessary commit-specific source and notice links in the single project attribution entry. Do not change a source reference to a version that was merely reviewed. Ordinary review should check the resulting rules, attribution facts, and affected links. A commit-based adoption record is sufficient; no recurring synchronization check, release gate, or separate license approval is required. Agents following this documented arrangement need additional clarification only for a concrete circumstance it does not cover. User instructions govern whether changes are committed or published.