Quick Status - Appellation/Identifier Refactoring Complete ✅

Date: 2025-11-22
Time: Completed
Status: ✅ ALL CHANGES COMPLETE

What We Did

Renamed Classes

Appellation → CustodianAppellation (CIDOC-CRM E41_Appellation)
Identifier → CustodianIdentifier (CIDOC-CRM E42_Identifier)

Added Bidirectional Links

Forward Properties (Custodian → Appellation/Identifier):

Custodian:
  slots:
    - appellations        # crm:P1_is_identified_by → CustodianAppellation
    - identifiers         # crm:P48_has_preferred_identifier → CustodianIdentifier

Inverse Properties (Appellation/Identifier → Custodian):

CustodianAppellation:
  slots:
    - identifies_custodian  # crm:P1i_identifies → Custodian

CustodianIdentifier:
  slots:
    - identifies_custodian  # crm:P48i_is_preferred_identifier_of → Custodian

Files Modified

Classes (5 files):

✅ modules/classes/Appellation.yaml - Renamed to CustodianAppellation, added inverse slot
✅ modules/classes/Identifier.yaml - Renamed to CustodianIdentifier, added inverse slot
✅ modules/classes/Custodian.yaml - Added appellations and identifiers slots
✅ modules/classes/CustodianObservation.yaml - Updated range to CustodianAppellation
✅ modules/classes/CustodianReconstruction.yaml - Updated range to CustodianIdentifier

Slots (3 files):

✅ modules/slots/identifiers.yaml - Updated to use crm:P48_has_preferred_identifier
✅ modules/slots/appellations.yaml - NEW FILE (forward property)
✅ modules/slots/identifies_custodian.yaml - NEW FILE (inverse property)

Main Schema (1 file):

✅ 01_custodian_name_modular.yaml - Added new slot imports, updated file count

Total Files: 86 (+2)

17 classes (renamed, no new classes)
6 enums (no change)
61 slots (+2 new: appellations, identifies_custodian)
1 metadata + 1 main schema

Validation

✅ Schema compiles successfully:

$ gen-owl -f ttl schemas/20251121/linkml/01_custodian_name_modular.yaml
# PASS with expected namespace warnings

Hub Architecture Now Complete

Custodian (Hub)
    ├── crm:P1_is_identified_by ───→ CustodianAppellation
    │                                     └── crm:P1i_identifies ───→ (back)
    │
    └── crm:P48_has_preferred_identifier ───→ CustodianIdentifier
                                                └── crm:P48i_is_preferred_identifier_of ───→ (back)

Next Steps

⏳ Regenerate RDF - All 8 formats need regeneration
⏳ Update UML diagrams - Show new bidirectional relationships
⏳ Create example instances - Demonstrate bidirectional linking in practice
⏳ Update documentation - Architecture guides, usage examples

Documentation

📄 Complete Details: See APPELLATION_IDENTIFIER_REFACTORING_20251122.md

Context

This completes the Legal Entity Refactoring session (2025-11-22):

✅ Legal entity model (8 new classes)
✅ RDF generation (7 formats, 2,701 triples)
✅ UML diagrams (Mermaid + PlantUML)
✅ Appellation/Identifier connection to Custodian hub ← THIS STEP

Ready for: RDF regeneration, UML updates, example creation

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