603 lines
15 KiB
YAML
603 lines
15 KiB
YAML
id: https://nde.nl/ontology/hc/class/Budget
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name: budget_class
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title: Budget Class
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imports:
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- linkml:types
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- ../slots/allocate
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- ../slots/has_currency
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- ../slots/has_description
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- ../slots/draw_endowment
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- ../slots/has_label
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- ../slots/has_main_part
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- ../slots/has_quantity
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- ../slots/has_score
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- ../slots/has_status
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- ../slots/has_type
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- ../slots/has_measurement_unit
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- ../slots/include
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- ../slots/has_budget
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- ../slots/funded_by
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- ../slots/approved_by
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- ../slots/approved_on
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- ../slots/based_on
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- ../slots/derive_from
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- ../slots/documented_by
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- ../slots/generated_by
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- ../slots/has_operational_unit
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- ../slots/has_section
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- ../slots/refer_to
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- ../slots/updated_at
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- ../slots/identified_by
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- ../slots/temporal_extent
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prefixes:
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linkml: https://w3id.org/linkml/
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hc: https://nde.nl/ontology/hc/
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crm: http://www.cidoc-crm.org/cidoc-crm/
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dcterms: http://purl.org/dc/terms/
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rico: https://www.ica.org/standards/RiC/ontology#
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prov: http://www.w3.org/ns/prov#
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time: http://www.w3.org/2006/time#
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org: http://www.w3.org/ns/org#
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schema: http://schema.org/
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frapo: http://purl.org/cerif/frapo/
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classes:
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Budget:
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is_a: ReconstructedEntity
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class_uri: frapo:FundingProgramme
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description: >-
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Structured financial plan allocating monetary resources across operational categories and time periods for institutional activities.
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alt_descriptions:
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nl: >-
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Gestructureerd financieel plan dat monetaire middelen toewijst over operationele categorieën en tijdsperioden voor institutionele activiteiten.
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de: >-
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Strukturierter Finanzplan, der finanzielle Mittel über betriebliche Kategorien und Zeiträume für institutionelle Aktivitäten zuweist.
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fr: >-
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Plan financier structuré allouant des ressources monétaires à travers des catégories opérationnelles et des périodes pour les activités institutionnelles.
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es: >-
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Plan financiero estructurado que asigna recursos monetarios a través de categorías operativas y períodos para actividades institucionales.
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ar: >-
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خطة مالية منظمة تخصص الموارد النقدية عبر الفئات التشغيلية والفترات الزمنية للأنشطة المؤسسية.
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id: >-
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Rencana keuangan terstruktur yang mengalokasikan sumber daya moneter melintasi kategori operasional dan periode waktu untuk aktivitas kelembagaan.
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zh: >-
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在运营类别和时间段内分配货币资源用于机构活动的结构化财务计划。
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structured_aliases:
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- literal_form: begroting
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predicate: EXACT_SYNONYM
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in_language: nl
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- literal_form: financieringsplan
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predicate: EXACT_SYNONYM
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in_language: nl
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- literal_form: Haushalt
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predicate: EXACT_SYNONYM
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in_language: de
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- literal_form: Budgetplan
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predicate: EXACT_SYNONYM
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in_language: de
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- literal_form: budget
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predicate: EXACT_SYNONYM
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in_language: fr
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- literal_form: plan financier
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predicate: EXACT_SYNONYM
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in_language: fr
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- literal_form: presupuesto
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predicate: EXACT_SYNONYM
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in_language: es
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- literal_form: plan financiero
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predicate: EXACT_SYNONYM
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in_language: es
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- literal_form: الميزانية
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predicate: EXACT_SYNONYM
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in_language: ar
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- literal_form: الخطة المالية
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predicate: EXACT_SYNONYM
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in_language: ar
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- literal_form: anggaran
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predicate: EXACT_SYNONYM
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in_language: id
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- literal_form: rencana keuangan
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predicate: EXACT_SYNONYM
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in_language: id
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- literal_form: 预算
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: 财务计划
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: budget
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: financial plan
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: allocation
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: fiscal planning
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: institutional finance
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: frapo:FundingProgramme
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: schema:FinancialProduct
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: crm:E54_Dimension
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: schema:MonetaryAmount
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: frapo:hasFunding
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: approved_by
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: has_currency
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: has_description
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: has_label
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: has_status
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: has_type
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: has_main_part
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: allocate
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: draw_endowment
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: include
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: temporal_extent
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: has_budget
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: funded_by
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: has_operational_unit
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: has_section
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: refer_to
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: updated_at
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: identified_by
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: has_score
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: has_quantity
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: derive_from
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: generated_by
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predicate: EXACT_SYNONYM
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in_language: zh
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- literal_form: documented_by
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predicate: EXACT_SYNONYM
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in_language: zh
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keywords:
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- budget
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- financial plan
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- allocation
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- fiscal period
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- resource planning
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broad_mappings:
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- schema:FinancialProduct
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- frapo:FundingProgramme
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slots:
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- has_label
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- has_description
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- has_type
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- temporal_extent
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- has_quantity
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- has_currency
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- has_budget
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- has_main_part
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- has_section
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- allocate
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- include
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- funded_by
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- draw_endowment
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- approved_by
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- approved_on
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- based_on
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- has_status
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- identified_by
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- updated_at
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- documented_by
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- refer_to
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- derive_from
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- generated_by
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- has_operational_unit
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- has_score
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- has_measurement_unit
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slot_usage:
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has_label:
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required: true
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close_mappings:
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- dcterms:title
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description: Name/title for this budget document. MIGRATED from budget_name (2026-01-15) per Rule 53. Maps to dcterms:title as a formal title for a financial planning resource.
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examples:
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- value: Rijksmuseum Operating Budget FY2024
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- value: Noord-Hollands Archief Annual Budget 2024-2025
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has_description:
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required: false
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close_mappings:
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- dcterms:description
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description: Narrative description of this budget document's scope and purpose. MIGRATED from budget_description (2026-01-15) per Rule 53. Maps to dcterms:description for financial planning documentation.
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examples:
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- value: Annual operating budget for fiscal year 2024, including major exhibition initiatives and digitization expansion.
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has_type:
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multivalued: true
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required: true
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examples:
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- value:
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- OperatingBudget
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- ConsolidatedBudget
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temporal_extent:
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range: TimeSpan
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inlined: true
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required: false
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examples:
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- value:
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begin_of_the_begin: '2024-01-01'
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end_of_the_begin: '2024-01-01'
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begin_of_the_end: '2024-12-31'
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end_of_the_end: '2024-12-31'
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- value:
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begin_of_the_begin: '2024-04-01'
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end_of_the_begin: '2024-04-01'
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begin_of_the_end: '2025-03-31'
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end_of_the_end: '2025-03-31'
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has_quantity:
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range: decimal
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required: false
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examples:
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- value: 45000000.0
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has_currency:
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range: Currency
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inlined: true
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required: true
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examples:
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- value:
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currency_code: EUR
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has_label: Euro
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currency_symbol: "\u20AC"
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- value:
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currency_code: USD
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has_label: US Dollar
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currency_symbol: $
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has_budget:
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range: decimal
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required: false
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has_main_part:
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inlined: false
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required: false
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examples:
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- value:
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has_quantity:
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part_type: capital_budget
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currency_code: EUR
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has_section:
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range: decimal
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required: false
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allocate:
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required: false
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multivalued: true
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inlined: false
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include:
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multivalued: true
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inlined: false
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funded_by:
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range: decimal
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required: false
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draw_endowment:
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range: decimal
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required: false
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approved_by:
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range: Approver
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required: false
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has_status:
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range: BudgetStatus
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required: true
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examples:
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- value: '{value: "ACTIVE", effective_at: "2024-01-01"}'
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- value: '{value: "DRAFT", effective_at: "2023-10-01"}'
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identified_by:
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range: integer
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required: false
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updated_at:
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range: date
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required: false
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documented_by:
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multivalued: true
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inlined: false
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required: false
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examples:
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- value: https://nde.nl/ontology/hc/financial/rijksmuseum-annual-report-2024
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refer_to:
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range: Custodian
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required: true
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derive_from:
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multivalued: true
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required: false
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generated_by:
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range: ReconstructionActivity
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required: false
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comments:
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- Represents PLANNED financial allocations (not actuals)
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- 'Heritage-specific categories: acquisition, preservation, digitization budgets'
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- Links to FinancialStatement via documented_by inverse relationship
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- FRAPO frapo:FundingProgramme as primary ontology class
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- Budget transparency often legally required for nonprofits
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see_also:
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- http://purl.org/cerif/frapo/FundingProgramme
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- https://schema.org/FinancialStatement
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- https://nde.nl/ontology/hc/class/Custodian
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examples:
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- value:
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id: https://nde.nl/ontology/hc/budget/rm/fy2024
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has_label: Rijksmuseum Operating Budget FY2024
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has_description: Annual operating budget for fiscal year 2024, including major exhibition initiatives and digitization expansion.
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has_type:
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- OperatingBudget
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- ConsolidatedBudget
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temporal_extent:
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start_of_the_start: '2024-01-01'
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end_of_the_end: '2024-12-31'
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has_quantity: 45000000.0
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has_currency:
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currency_code: EUR
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has_label: Euro
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currency_symbol: "\u20AC"
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operating_budget: 38000000.0
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has_main_part:
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has_quantity:
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part_type: capital_budget
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currency_code: EUR
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acquisition_budget: 2000000.0
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personnel_budget: 22000000.0
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preservation_budget: 1500000.0
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allocate:
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- has_quantity:
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has_value: 500000.0
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has_unit:
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has_label: EUR
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innovation_budget: 750000.0
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include:
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- has_quantity:
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has_label: External Grants & Subsidies
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internal_funding: 25000000.0
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has_endowment_draw: 5000000.0
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approved_on:
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start_of_the_start: '2023-11-15'
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approved_by:
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approver_name: Board of Directors
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has_status:
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value: ACTIVE
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effective_at: '2024-01-01'
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refers_to_custodian: https://nde.nl/ontology/hc/nl-nh-ams-m-rm-q190804
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- value:
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id: https://nde.nl/ontology/hc/budget/nha/fy2024-2025
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has_label: Noord-Hollands Archief Annual Budget 2024-2025
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has_description: Provincial archive annual budget aligned with government fiscal year.
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has_type:
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- OperatingBudget
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- ConsolidatedBudget
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temporal_extent:
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start_of_the_start: '2024-04-01'
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end_of_the_end: '2025-03-31'
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has_quantity: 8500000.0
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has_currency:
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currency_code: EUR
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has_label: Euro
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currency_symbol: "\u20AC"
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operating_budget: 7500000.0
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has_main_part:
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has_quantity:
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part_type: capital_budget
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currency_code: EUR
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personnel_budget: 5200000.0
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allocate:
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- has_quantity:
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has_value: 800000.0
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has_unit:
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has_label: EUR
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include:
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- has_quantity:
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has_label: Province Subsidy
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internal_funding: 2500000.0
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approved_on:
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start_of_the_start: '2024-03-01'
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approved_by:
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approver_name: Province of Noord-Holland
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has_status:
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value: ACTIVE
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effective_at: '2024-04-01'
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refers_to_custodian: https://nde.nl/ontology/hc/nl-nh-haa-a-nha
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annotations:
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specificity_score: 0.1
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specificity_rationale: Generic utility class/slot created during migration
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custodian_types: "['*']"
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modeling_notes: |
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Distinguish budget plans from financial statements:
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budgets represent planned allocations, while financial statements report actuals.
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Typical heritage budget categories include operating, capital,
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acquisition, project, and endowment draw.
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Fiscal periods vary by institution and jurisdiction; model explicitly
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with temporal_extent.
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Mapping rationale:
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- class_uri: frapo:FundingProgramme for planned allocation programs
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- related_mappings: schema:MonetaryAmount and frapo:hasFunding for value modeling
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