glam/schemas/20251121/ISO_20275_ELF_MAPPING.md
2025-11-21 22:12:33 +01:00

9.8 KiB

ISO 20275 Entity Legal Forms (ELF) Code Mapping

Overview

The ISO 20275 standard provides international codes for legal entity forms. These codes are used in the org:classification property to specify the legal form of an organization.

Reference: /data/ontology/2023-09-28-elf-code-list-v1.5.csv (full GLEIF code list)

# THREE SEPARATE CONCEPTS:

1. Operational Name (OrganizationName.standardized_name)
   Example: "Rijksmuseum"
   Use: Daily operations (website, signage, marketing, PR)
   
2. Legal Registered Name (org:legalName)
   Example: "Stichting Rijksmuseum"
   Use: Legal documents, statutes, registry entries
   
3. Legal Form Code (org:classification)
   Example: "V44D" (ISO 20275 code for Dutch stichting)
   Use: International legal entity type classification

Why Use ISO 20275 Instead of Generic Strings?

Before (generic enum):

legal_form: STICHTING  # Ambiguous - which country? What exact legal form?

After (ISO 20275):

legal_form: "V44D"  # Unambiguous - Netherlands, stichting (foundation)

Benefits:

  • International standard - Recognized globally (ISO standard)
  • Machine-readable - Structured codes enable automated processing
  • Disambiguates similar forms - "Foundation" exists in many countries with different legal meanings
  • Supports cross-border operations - Same code used worldwide
  • Maintained by GLEIF - Global Legal Entity Identifier Foundation updates annually

Most Common for Heritage Custodians

ELF Code Dutch Name English Translation Common Use Cases
V44D stichting foundation Museums, archives, libraries (most common)
33MN vereniging met volledige rechtsbevoegdheid association with full legal capacity Heritage societies, collecting organizations
8VFX vereniging met beperkte rechtsbevoegdheid association with limited legal capacity Small volunteer heritage groups
A0W7 publiekrechtelijke rechtspersoon public law entity National archives, state museums
L7HX kerkgenootschap religious organization Church archives, monastery libraries

Complete Netherlands ELF Code List

ELF Code Dutch Name English Translation
33MN vereniging met volledige rechtsbevoegdheid association with full legal capacity
4QXM eenmanszaak sole proprietorship
54M6 besloten vennootschap met beperkte aansprakelijkheid private limited liability company (BV)
5WU6 Europees Economisch Samenwerkingsverband European Economic Interest Grouping (EEIG)
62Y3 vennootschap onder firma general partnership (VOF)
8VFX vereniging met beperkte rechtsbevoegdheid association with limited legal capacity
9AAK maatschap professional partnership
A0W7 publiekrechtelijke rechtspersoon public law entity
B5PM naamloze vennootschap public limited company (NV)
BBEB Europese naamloze vennootschap (Societas Europaea) European public limited company (SE)
CODH commanditaire vennootschap limited partnership (CV)
DEO1 onderlinge waarborgmaatschappij mutual insurance company (OWM)
EZQW rechtspersoon in oprichting legal entity in formation
GNXT vereniging van eigenaars homeowners association (VvE)
JHK5 fonds voor gemene rekening investment fund
L7HX kerkgenootschap religious organization
M1IZ Overige Privaatrechtelijke Rechtspersoon other private law entity
NFFH coöperatie cooperative
UNJ2 rederij shipping company
V44D stichting foundation
Y3ZB Societas Cooperativa Europaea European Cooperative Society (SCE)

Example Usage in LinkML Schema

Before (Generic Enum)

# OLD - schemas/02_organization_observation_reconstruction.yaml
enums:
  LegalFormEnum:
    permissible_values:
      STICHTING:
        description: Dutch foundation
      NGO:
        description: Non-governmental organization
      GOVERNMENT_AGENCY:
        description: Government agency
      # ... ambiguous, not internationally standardized

After (ISO 20275 ELF Codes)

# NEW - schemas/02_organization_observation_reconstruction.yaml
slots:
  legal_form:
    description: >-
      ISO 20275 Entity Legal Forms (ELF) Code specifying the legal form/type 
      of the organization (e.g., "V44D" for Dutch stichting, "F0A6" for 
      Argentine Sociedad Anonima). This is NOT the legal name - it's a 
      classification code.      
    
    range: string  # Free text to accept any ISO 20275 code
    pattern: "^[A-Z0-9]{4}$"  # ISO 20275 codes are 4-character alphanumeric
    slot_uri: org:classification  # W3C Organization Ontology
    examples:
      - value: "V44D"
        description: "Dutch stichting (foundation) - Rijksmuseum"
      - value: "A0W7"
        description: "Dutch publiekrechtelijke rechtspersoon - Nationaal Archief"
      - value: "F0A6"
        description: "Argentine Sociedad Anonima - Museo Nacional de Bellas Artes"

Example Instance Data

# Rijksmuseum (Dutch museum foundation)
reconstruction:
  id: https://w3id.org/heritage/org/rijksmuseum
  type: OrganizationReconstruction
  
  # THREE-WAY DISTINCTION
  standardized_name: "Rijksmuseum"  # Operational name (emic)
  legal_name: "Stichting Rijksmuseum"  # Legal registered name
  legal_form: "V44D"  # ISO 20275 ELF code for Dutch stichting
  
  registration_number: "NL-KvK-41208408"
  registration_authority: "Dutch Chamber of Commerce"
# Nationaal Archief (Dutch national archive - public entity)
reconstruction:
  id: https://w3id.org/heritage/org/nationaal-archief
  type: OrganizationReconstruction
  
  # THREE-WAY DISTINCTION
  standardized_name: "Nationaal Archief"  # Operational name (emic)
  legal_name: "Nationaal Archief"  # Legal name (same as operational for public entities)
  legal_form: "A0W7"  # ISO 20275 ELF code for publiekrechtelijke rechtspersoon
  
  registration_number: "NL-NA-001"
  registration_authority: "Dutch Ministry of Education, Culture and Science"
# Museo Nacional de Bellas Artes (Argentine national museum)
reconstruction:
  id: https://w3id.org/heritage/org/mnba-argentina
  type: OrganizationReconstruction
  
  # THREE-WAY DISTINCTION
  standardized_name: "Museo Nacional de Bellas Artes"  # Operational name (emic)
  legal_name: "Museo Nacional de Bellas Artes Sociedad Anonima"  # Legal name
  legal_form: "F0A6"  # ISO 20275 ELF code for Argentine Sociedad Anonima
  
  registration_number: "AR-CUIT-30-12345678-9"
  registration_authority: "Argentine Federal Tax Authority (AFIP)"

Europe

Country ELF Code Legal Form English Translation
France 5RDO Établissement public Public institution
France TLG1 Association loi 1901 1901 Law association
Germany R5SK Stiftung Foundation
Germany 96EP Verein Association
Italy 2V2M Fondazione Foundation
Spain 6MLK Fundación Foundation
UK 9HLU Charity Registered charity
UK FC0R Trust Charitable trust

Americas

Country ELF Code Legal Form English Translation
USA QQQ0 501(c)(3) nonprofit Tax-exempt nonprofit
USA 7TPC Trust Trust
Canada 2J48 Non-profit corporation Non-profit corporation
Brazil KBPO Associação Association
Argentina F0A6 Sociedad Anonima Public limited company

Asia

Country ELF Code Legal Form English Translation
Japan QX2G 公益財団法人 (Kōeki zaidan hōjin) Public interest incorporated foundation
Japan R5NI 特定非営利活動法人 (NPO hōjin) Specified nonprofit corporation
China 5M0X 基金会 (Jījīn huì) Foundation

Migration Path for Existing Schema

  1. Update LinkML schema:

    • Change legal_form from enum to string with ISO 20275 pattern
    • Add examples and documentation
    • Reference /data/ontology/2023-09-28-elf-code-list-v1.5.csv
  2. Update existing data:

    • Map generic values (STICHTING, NGO, etc.) to ISO 20275 codes
    • Document mapping in data migration script
    • Preserve original values in provenance notes
  3. Validation:

    • Add SHACL shape to validate ISO 20275 code format (^[A-Z0-9]{4}$)
    • Cross-reference codes against GLEIF CSV file
    • Warn on unrecognized codes
  4. Documentation:

    • Update README with ISO 20275 explanation
    • Add country-specific ELF code lists in /docs/elf_codes/
    • Create mapping guide for data curators

References

Next Steps

  1. Document ISO 20275 mapping (this file)
  2. Update LinkML schema to use ISO 20275 codes
  3. Create country-specific ELF mappings (Netherlands, France, Germany, etc.)
  4. Add validation patterns for ISO 20275 codes
  5. Update examples with real ISO 20275 codes
  6. Create data migration script from generic enums to ISO 20275

Version: 1.0.0
Last Updated: 2025-11-21
Maintained By: Heritage Organization Observation & Reconstruction Project