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glam/frontend/public/schemas/20251121/linkml/modules/classes/CustodianArchive.yaml
kempersc 853419d6c2 feat: Introduce MeasureUnitEnum for standardized measurement units 
- Added MeasureUnitEnum.yaml to define standard measurement units for area, length, and related quantities, compliant with ISO 80000-1, QUDT, and UCUM.
- Included units such as square meters, hectares, acres, meters, kilometers, and their conversions.

feat: Create applies_or_applied_to_call slot for funding requirements

- Introduced applies_or_applied_to_call.yaml to track funding calls related to requirements, following RiC-O naming conventions.

chore: Archive and migrate annual_participants slot

- Archived annual_participants_archived_20260115.yaml, replaced by has_or_had_annual_participant_count for better temporal naming.

chore: Archive applies_to_call slot and migrate to new naming

- Archived applies_to_call_archived_20260115.yaml, replaced by applies_or_applied_to_call for compliance with RiC-O conventions.

chore: Archive area_hectares slot and migrate to has_area_in_hectare

- Archived area_hectares_archived_20260115.yaml, replaced by has_area_in_hectare for standardized area measurement.

chore: Archive arrangement_notes slot and migrate to has_arrangement_note

- Archived arrangement_notes_archived_20260115.yaml, replaced by has_arrangement_note for improved naming consistency.

chore: Archive available_caption_languages slot and migrate to has_available_caption_language

- Archived available_caption_languages_archived_20260115.yaml, replaced by has_available_caption_language for better naming.

chore: Archive beneficiary_group slot and migrate to has_or_had_beneficiary

- Archived beneficiary_group_archived_20260115.yaml, replaced by has_or_had_beneficiary for compliance with naming conventions.

chore: Archive branch_head slot and migrate to has_or_had_head

- Archived branch_head_archived_20260114.yaml, replaced by has_or_had_head for better semantic alignment.

chore: Archive budget_currency slot

- Archived budget_currency_archived_20260114.yaml for future migration.

chore: Archive building_floor_area_sqm slot and migrate to has_or_had_area

- Archived building_floor_area_sqm_archived_20260115.yaml, replaced by has_or_had_area for standardized area measurement.

chore: Archive has_area_in_hectare slot and migrate to has_or_had_area

- Archived has_area_in_hectare_archived_20260115.yaml, replaced by has_or_had_area for compliance with naming conventions.

feat: Introduce has_or_had_area slot for area measurements

- Added has_or_had_area.yaml as the authoritative slot for area measurements, compliant with Rule 53.

feat: Introduce has_or_had_beneficiary slot for beneficiary tracking

- Added has_or_had_beneficiary.yaml to identify beneficiaries of organizational programs, following RiC-O naming conventions.

feat: Introduce has_or_had_currency slot for monetary values

- Added has_or_had_currency.yaml to associate currencies with monetary amounts, compliant with ISO 4217.

feat: Introduce has_or_had_head slot for organizational heads

- Added has_or_had_head.yaml to link organizational units with their heads, following W3C ORG standards.

feat: Introduce has_or_had_unit slot for measurement units

- Added has_or_had_unit.yaml to associate measurements with their units, compliant with Rule 53.
2026-01-14 17:28:38 +01:00

357 lines
17 KiB
YAML
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id: https://nde.nl/ontology/hc/class/CustodianArchive
name: custodian_archive_class
title: CustodianArchive Class
imports:
- linkml:types
- ./Custodian
- ./CustodianObservation
- ./ReconstructionActivity
- ./TimeSpan
- ./OrganizationalStructure
- ./CollectionManagementSystem
- ./Storage
- ../enums/ArchiveProcessingStatusEnum
- ../slots/has_or_had_access_restriction
- ../slots/storage_location
- ./ReconstructedEntity
- ./CurrentArchive
- ../slots/has_accession_number
- ./CustodianArchiveRecordSetTypes
- ../slots/has_or_had_holds_record_set_type
- ./CollectionType
- ../slots/type_scope
- ../slots/has_accession_date
- ../slots/has_accumulation_end_date
- ../slots/has_accumulation_start_date
- ../slots/has_or_had_notes
- ./Notes
- ../slots/has_archive_description
- ../slots/has_archive_name
# REMOVED 2026-01-15: ../slots/arrangement_notes - migrated to has_arrangement_note
- ../slots/has_or_had_assigned_processor
- ../slots/creating_agency
- ../slots/has_or_had_custodian_type
- ../slots/estimated_extent
- ../slots/id
- ../slots/lifecycle_phase_type
- ../slots/managing_unit
- ../slots/processing_completed_date
- ../slots/processing_priority
- ../slots/processing_started_date
- ../slots/processing_status
- ../slots/refers_to_custodian
- ../slots/specificity_annotation
- ../slots/successor_collection
- ../slots/template_specificity
- ../slots/has_or_had_tracked_in_cm
- ../slots/transfer_to_collection_date
- ../slots/valid_from
- ../slots/valid_to
- ../slots/was_derived_from
- ../slots/was_generated_by
- ./SpecificityAnnotation
- ./TemplateSpecificityScores
- ../slots/has_appraisal_note
- ../slots/has_arrangement_note
- ./CustodianArchiveRecordSetType
prefixes:
linkml: https://w3id.org/linkml/
hc: https://nde.nl/ontology/hc/
crm: http://www.cidoc-crm.org/cidoc-crm/
dcterms: http://purl.org/dc/terms/
rico: https://www.ica.org/standards/RiC/ontology#
prov: http://www.w3.org/ns/prov#
time: http://www.w3.org/2006/time#
org: http://www.w3.org/ns/org#
premis: http://www.loc.gov/premis/rdf/v3/
skos: http://www.w3.org/2004/02/skos/core#
wd: http://www.wikidata.org/entity/
classes:
CustodianArchive:
is_a: ReconstructedEntity
class_uri: rico:RecordSet
slots:
- has_or_had_access_restriction
- has_accession_date
- has_accession_number
- has_accumulation_end_date
- has_accumulation_start_date
- has_or_had_notes
- has_archive_description
- has_archive_name
- has_or_had_assigned_processor
- creating_agency
- has_or_had_custodian_type
- estimated_extent
- has_or_had_holds_record_set_type
- id
- lifecycle_phase_type
- managing_unit
- processing_completed_date
- processing_priority
- processing_started_date
- processing_status
- refers_to_custodian
- specificity_annotation
- storage_location
- successor_collection
- template_specificity
- has_or_had_tracked_in_cm
- transfer_to_collection_date
- valid_from
- valid_to
- was_derived_from
- was_generated_by
description: "Represents OPERATIONAL ARCHIVES created by a heritage custodian through its\ndaily activities that are NOT\
\ YET integrated into the formal heritage collection\n(CustodianCollection).\n\n**CRITICAL DISTINCTION - THREE-TIER\
\ RECORDS LIFECYCLE**:\n\n```\n┌─────────────────────────────────────────────────────────────────────┐\n│ CustodianAdministration\
\ │\n│ ════════════════════════ \
\ │\n│ ACTIVE records in daily use │\n│ - Current correspondence, invoices,\
\ personnel files │\n│ - Digital files on shared drives │\n│ - Email\
\ systems, databases │\n│ - Actively referenced and modified \
\ │\n│ - Managed by business units, NOT archives │\n└─────────────────────────────────────────────────────────────────────┘\n\
\ ↓\n (Retention period ends, \n transferred to archives)\n\
\ ↓\n┌─────────────────────────────────────────────────────────────────────┐\n│ CustodianArchive\
\ (THIS CLASS) │\n│ ════════════════════════════ \
\ │\n│ INACTIVE records awaiting archival processing │\n│ - Transferred from administration\
\ to archives │\n│ - In BACKLOG - may wait DECADES for processing │\n│ -\
\ Basic accession-level description only │\n│ - NOT searchable by researchers (no finding\
\ aid) │\n│ - Tracked in CMS for inventory purposes │\n│ - May undergo\
\ appraisal, arrangement, description │\n└─────────────────────────────────────────────────────────────────────┘\n\
\ ↓\n (Archival processing complete,\n finding aid\
\ created)\n ↓\n┌─────────────────────────────────────────────────────────────────────┐\n\
│ CustodianCollection │\n│ ════════════════════════ \
\ │\n│ PROCESSED heritage collection │\n│ - Full finding\
\ aid available │\n│ - Searchable by researchers \
\ │\n│ - Arranged and described per archival standards │\n│ - Integrated into institution's\
\ public collection │\n│ - Managed as cultural heritage │\n└─────────────────────────────────────────────────────────────────────┘\n\
```\n\n**WHY THIS MATTERS**:\n\nArchival institutions (national archives, municipal archives, corporate archives)\n\
create their OWN operational records through daily activities:\n- Correspondence with depositors\n- Acquisition documentation\n\
- Conservation reports\n- Staff files\n- Financial records\n- Research request logs\n\nThese institutional records are\
\ DISTINCT from the heritage collections they manage.\nA national archive managing 17th-century municipal records ALSO\
\ has its own\n20th-21st century operational archives that may take decades to process.\n\n**TEMPORAL REALITY**:\n\n\
Processing backlogs are measured in DECADES, not months:\n- Large national archives: 30-50 year backlogs common\n- Government\
\ transfers: Often 20+ years before processing\n- Corporate archives: Legacy records may wait indefinitely\n\n**RiC-O\
\ ALIGNMENT**:\n\n- **rico:RecordSet**: Primary class for archival aggregations\n- **rico:hasAccumulationDate**: When\
\ records were accumulated (created/received)\n- **rico:hasAccumulator**: Agent that accumulated the records\n- **rico:Activity**:\
\ Processing activities (appraisal, arrangement, description)\n\n**RELATIONSHIP TO OTHER CLASSES**:\n\n- **CustodianAdministration**:\
\ Active records → transfers TO CustodianArchive\n- **CustodianCollection**: Processed archives → CustodianArchive transfers\
\ TO this\n- **CollectionManagementSystem**: Tracks CustodianArchive for inventory\n- **Storage**: Physical location\
\ of unprocessed archives\n- **OrganizationalStructure**: Unit responsible for processing\n\n**RELATIONSHIP TO LIFECYCLE\
\ TYPE CLASSES**:\n\nCustodianArchive (this class) is an INSTANCE class representing actual\noperational archives. It\
\ can be TYPED using lifecycle phase classifications:\n\n- **CurrentArchive** (Q3621648): Active records in daily use\n\
\ - skos:broaderTransitive links CustodianArchive → CurrentArchive type\n- **DepositArchive** (Q244904): Intermediate/semi-current\
\ records\n- **HistoricalArchive** (Q3621673): Permanent archival records\n\nUse `lifecycle_phase_type` slot to classify\
\ by lifecycle position.\n"
exact_mappings:
- rico:RecordSet
close_mappings:
- rico:RecordResource
- premis:IntellectualEntity
related_mappings:
- rico:hasAccumulationDate
- rico:Activity
- crm:E78_Curated_Holding
slot_usage:
id:
identifier: true
required: true
has_archive_name:
range: string
required: true
has_archive_description:
range: string
required: false
has_accession_number:
range: string
required: true
examples:
- value: 2024-0001
description: Sequential accession number
- value: NA-2024-GOV-0156
description: National Archives government transfer
has_accession_date:
range: date
required: true
examples:
- value: '2024-01-15'
description: Records accessioned January 2024
has_accumulation_start_date:
range: date
required: false
has_accumulation_end_date:
range: date
required: false
creating_agency:
range: string
required: false
examples:
- value: Director's Office
description: Executive correspondence
- value: Conservation Department
description: Treatment reports and documentation
processing_status:
range: ArchiveProcessingStatusEnum
required: true
examples:
- value: UNPROCESSED
description: In backlog awaiting processing
- value: IN_DESCRIPTION
description: Finding aid being created
processing_priority:
range: string
required: false
examples:
- value: HIGH
description: Researcher demand for these records
- value: LOW
description: No immediate need, stable condition
estimated_extent:
range: string
required: false
examples:
- value: 25 linear meters
description: Physical extent
- value: 500 GB, ~50,000 files
description: Digital extent
storage_location:
range: Storage
multivalued: true
required: false
has_or_had_tracked_in_cm:
range: CollectionManagementSystem
multivalued: true
required: false
has_or_had_assigned_processor:
range: string
required: false
examples:
- value: Dr. Maria van den Berg
description: Senior archivist assigned
processing_started_date:
range: date
required: false
examples:
- value: '2024-03-01'
description: Processing started March 2024
processing_completed_date:
range: date
required: false
examples:
- value: '2024-09-15'
description: Processing completed September 2024
transfer_to_collection_date:
range: date
required: false
examples:
- value: '2024-10-01'
description: Transferred to collection October 2024
successor_collection:
range: uriorcurie
required: false
examples:
- value: https://nde.nl/ontology/hc/collection/rm-director-correspondence-2010-2020
description: Collection derived from this archive after processing
has_or_had_access_restriction:
range: string
required: false
examples:
- value: Closed - Contains personnel files with personal data
description: Privacy restriction
has_or_had_notes:
range: Notes
multivalued: true
inlined: true
required: false
examples:
- value: |
- note_type: appraisal
note_content: "Retained all policy files; destroyed duplicate copies and routine correspondence per retention schedule RS-2020-05"
note_date: "2024-03-15"
description: Appraisal decisions documented as typed note
has_arrangement_note:
range: string
required: false
examples:
- value: Maintained original order by correspondent. Created 5 series by function. Rehoused into acid-free folders
and boxes.
description: Arrangement decisions documented
managing_unit:
range: OrganizationalStructure
required: false
refers_to_custodian:
range: Custodian
required: true
was_derived_from:
range: CustodianObservation
multivalued: true
required: false
was_generated_by:
range: ReconstructionActivity
required: false
valid_from:
range: date
required: false
valid_to:
range: date
required: false
lifecycle_phase_type:
range: uriorcurie
required: false
examples:
- value: wikidata:Q244904
description: Deposit archive / semi-current records
- value: wikidata:Q3621648
description: Current archive / active records
has_or_had_custodian_type:
equals_expression: '["hc:ArchiveOrganizationType"]'
comments:
- Represents operational archives BEFORE integration into CustodianCollection
- Processing backlogs commonly span DECADES in archival institutions
- Distinct from CustodianAdministration (active records) and CustodianCollection (processed)
- RiC-O rico:RecordSet as primary ontology class
- PROV-O prov:hadDerivation links to successor CustodianCollection (NOT rico:hasSuccessor which is for Agents)
- Tracks full processing lifecycle from accession to transfer
see_also:
- https://www.ica.org/standards/RiC/ontology#RecordSet
- https://nde.nl/ontology/hc/class/CustodianAdministration
- https://nde.nl/ontology/hc/class/CustodianCollection
- https://nde.nl/ontology/hc/enum/ArchiveProcessingStatusEnum
examples:
- value:
id: https://nde.nl/ontology/hc/archive/rm/2024-0001
archive_name: Rijksmuseum Director's Correspondence 2010-2020
archive_description: Incoming and outgoing correspondence of the museum director including policy discussions, loan
requests, and exhibition planning.
accession_number: RM-2024-0001
accession_date: '2024-01-15'
has_accumulation_start_date: '2010-01-01'
has_accumulation_end_date: '2020-12-31'
creating_agency: Director's Office
processing_status: UNPROCESSED
processing_priority: MEDIUM
estimated_extent: 12 linear meters (48 boxes)
access_restrictions: Restricted - Contains sensitive correspondence
refers_to_custodian: https://nde.nl/ontology/hc/nl-nh-ams-m-rm-q190804
description: Unprocessed director's correspondence awaiting archival processing
- value:
id: https://nde.nl/ontology/hc/archive/na/2015-gov-0234
archive_name: Ministry of Finance Records 1990-2005
archive_description: Financial policy records, budget documentation, and ministerial correspondence transferred under
government archives law.
accession_number: NA-2015-GOV-0234
accession_date: '2015-06-01'
has_accumulation_start_date: '1990-01-01'
has_accumulation_end_date: '2005-12-31'
creating_agency: Ministry of Finance
processing_status: IN_ARRANGEMENT
processing_priority: HIGH
estimated_extent: 85 linear meters
assigned_processor: Dr. Jan de Vries
processing_started_date: '2024-01-10'
has_or_had_notes:
- note_type: appraisal
note_content: "Retained all policy files; weeded duplicate copies per retention schedule."
note_date: "2024-01-10"
refers_to_custodian: https://nde.nl/ontology/hc/nl-na
description: Government records in active processing (9 years after accession)
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