383 lines
20 KiB
YAML
383 lines
20 KiB
YAML
id: https://nde.nl/ontology/hc/class/CustodianArchive
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name: custodian_archive_class
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title: CustodianArchive Class
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imports:
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- linkml:types
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- ./Custodian
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- ./CustodianObservation
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- ./ReconstructionActivity
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- ./TimeSpan
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- ./OrganizationalStructure
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- ./CollectionManagementSystem
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- ./Storage
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- ../enums/ArchiveProcessingStatusEnum
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- ../slots/has_or_had_access_restriction
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# MIGRATED 2026-01-15: storage_location → is_or_was_stored_at + StorageLocation (Rule 53)
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- ../slots/is_or_was_stored_at
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- ./StorageLocation
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- ./ReconstructedEntity
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- ./CurrentArchive
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- ../slots/has_accession_number
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- ./CustodianArchiveRecordSetTypes
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- ../slots/hold_or_held_record_set_type
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- ./CollectionType
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- ../slots/has_or_had_scope # was: type_scope - migrated per Rule 53 (2026-01-15)
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- ./Scope # for has_or_had_scope range (2026-01-15)
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- ../slots/has_accession_date
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- ../slots/has_accumulation_end_date
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- ../slots/has_accumulation_start_date
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- ../slots/has_or_had_notes
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- ./Notes
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- ../slots/has_archive_description
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- ../slots/has_archive_name
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# REMOVED 2026-01-15: ../slots/arrangement_notes - migrated to has_arrangement_note
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- ../slots/has_or_had_assigned_processor
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- ../slots/creating_agency
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- ../slots/has_or_had_custodian_type
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- ../slots/estimated_extent
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- ../slots/id
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- ../slots/lifecycle_phase_type
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- ../slots/managing_unit
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- ../slots/processing_completed_date
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- ../slots/processing_priority
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- ../slots/processing_started_date
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- ../slots/processing_status
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- ../slots/refers_to_custodian
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- ../slots/specificity_annotation
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- ../slots/is_or_was_appended_with # was: successor_collection - migrated per Rule 53 (2026-01-15)
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- ../slots/has_or_had_score # was: template_specificity - migrated per Rule 53 (2026-01-17)
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- ../slots/has_or_had_tracked_in_cm
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# REMOVED 2026-01-15: transfer_to_collection_date - migrated to is_or_was_transferred + TransferEvent (Rule 53)
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- ../slots/is_or_was_transferred
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- ./TransferEvent
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- ../slots/temporal_extent # was: valid_from + valid_to - migrated per Rule 53
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# REMOVED 2026-01-14: valid_from + valid_to - migrated to temporal_extent (Rule 53)
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- ../slots/is_or_was_derived_from # was: was_derived_from - migrated per Rule 53
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- ../slots/is_or_was_generated_by # was: was_generated_by - migrated per Rule 53
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- ./SpecificityAnnotation
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- ./TemplateSpecificityScore # was: TemplateSpecificityScores - migrated per Rule 53 (2026-01-17)
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- ./TemplateSpecificityType
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- ./TemplateSpecificityTypes
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- ../slots/has_appraisal_note
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- ../slots/has_arrangement_note
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- ./CustodianArchiveRecordSetType
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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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premis: http://www.loc.gov/premis/rdf/v3/
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skos: http://www.w3.org/2004/02/skos/core#
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wd: http://www.wikidata.org/entity/
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classes:
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CustodianArchive:
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is_a: ReconstructedEntity
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class_uri: rico:RecordSet
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slots:
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- has_or_had_access_restriction
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- has_accession_date
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- has_accession_number
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- has_accumulation_end_date
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- has_accumulation_start_date
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- has_or_had_notes
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- has_archive_description
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- has_archive_name
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- has_or_had_assigned_processor
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- creating_agency
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- has_or_had_custodian_type
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- estimated_extent
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- hold_or_held_record_set_type
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- id
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- lifecycle_phase_type
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- managing_unit
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- processing_completed_date
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- processing_priority
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- processing_started_date
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- processing_status
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- refers_to_custodian
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- specificity_annotation
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- is_or_was_stored_at # was: storage_location - migrated per Rule 53 (2026-01-15)
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- is_or_was_appended_with # was: successor_collection - migrated per Rule 53 (2026-01-15)
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- has_or_had_score # was: template_specificity - migrated per Rule 53 (2026-01-17)
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# MIGRATED 2026-01-15: transfer_to_collection_date → is_or_was_transferred + TransferEvent (Rule 53)
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- is_or_was_transferred
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- temporal_extent # was: valid_from + valid_to - migrated per Rule 53
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- is_or_was_derived_from # was: was_derived_from - migrated per Rule 53
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- is_or_was_generated_by # was: was_generated_by - migrated per Rule 53
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description: "Represents OPERATIONAL ARCHIVES created by a heritage custodian through its\ndaily activities that are NOT\
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\ YET integrated into the formal heritage collection\n(CustodianCollection).\n\n**CRITICAL DISTINCTION - THREE-TIER\
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\ RECORDS LIFECYCLE**:\n\n```\n┌─────────────────────────────────────────────────────────────────────┐\n│ CustodianAdministration\
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\ │\n│ ════════════════════════ \
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\ │\n│ ACTIVE records in daily use │\n│ - Current correspondence, invoices,\
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\ personnel files │\n│ - Digital files on shared drives │\n│ - Email\
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\ systems, databases │\n│ - Actively referenced and modified \
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\ │\n│ - Managed by business units, NOT archives │\n└─────────────────────────────────────────────────────────────────────┘\n\
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\ ↓\n (Retention period ends, \n transferred to archives)\n\
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\ ↓\n┌─────────────────────────────────────────────────────────────────────┐\n│ CustodianArchive\
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\ (THIS CLASS) │\n│ ════════════════════════════ \
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\ │\n│ INACTIVE records awaiting archival processing │\n│ - Transferred from administration\
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\ to archives │\n│ - In BACKLOG - may wait DECADES for processing │\n│ -\
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\ Basic accession-level description only │\n│ - NOT searchable by researchers (no finding\
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\ aid) │\n│ - Tracked in CMS for inventory purposes │\n│ - May undergo\
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\ appraisal, arrangement, description │\n└─────────────────────────────────────────────────────────────────────┘\n\
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\ ↓\n (Archival processing complete,\n finding aid\
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\ created)\n ↓\n┌─────────────────────────────────────────────────────────────────────┐\n\
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│ CustodianCollection │\n│ ════════════════════════ \
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\ │\n│ PROCESSED heritage collection │\n│ - Full finding\
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\ aid available │\n│ - Searchable by researchers \
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\ │\n│ - Arranged and described per archival standards │\n│ - Integrated into institution's\
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\ public collection │\n│ - Managed as cultural heritage │\n└─────────────────────────────────────────────────────────────────────┘\n\
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```\n\n**WHY THIS MATTERS**:\n\nArchival institutions (national archives, municipal archives, corporate archives)\n\
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create their OWN operational records through daily activities:\n- Correspondence with depositors\n- Acquisition documentation\n\
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- Conservation reports\n- Staff files\n- Financial records\n- Research request logs\n\nThese institutional records are\
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\ DISTINCT from the heritage collections they manage.\nA national archive managing 17th-century municipal records ALSO\
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\ has its own\n20th-21st century operational archives that may take decades to process.\n\n**TEMPORAL REALITY**:\n\n\
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Processing backlogs are measured in DECADES, not months:\n- Large national archives: 30-50 year backlogs common\n- Government\
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\ transfers: Often 20+ years before processing\n- Corporate archives: Legacy records may wait indefinitely\n\n**RiC-O\
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\ ALIGNMENT**:\n\n- **rico:RecordSet**: Primary class for archival aggregations\n- **rico:hasAccumulationDate**: When\
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\ records were accumulated (created/received)\n- **rico:hasAccumulator**: Agent that accumulated the records\n- **rico:Activity**:\
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\ Processing activities (appraisal, arrangement, description)\n\n**RELATIONSHIP TO OTHER CLASSES**:\n\n- **CustodianAdministration**:\
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\ Active records → transfers TO CustodianArchive\n- **CustodianCollection**: Processed archives → CustodianArchive transfers\
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\ TO this\n- **CollectionManagementSystem**: Tracks CustodianArchive for inventory\n- **Storage**: Physical location\
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\ of unprocessed archives\n- **OrganizationalStructure**: Unit responsible for processing\n\n**RELATIONSHIP TO LIFECYCLE\
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\ TYPE CLASSES**:\n\nCustodianArchive (this class) is an INSTANCE class representing actual\noperational archives. It\
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\ can be TYPED using lifecycle phase classifications:\n\n- **CurrentArchive** (Q3621648): Active records in daily use\n\
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\ - skos:broaderTransitive links CustodianArchive → CurrentArchive type\n- **DepositArchive** (Q244904): Intermediate/semi-current\
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\ records\n- **HistoricalArchive** (Q3621673): Permanent archival records\n\nUse `lifecycle_phase_type` slot to classify\
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\ by lifecycle position.\n"
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exact_mappings:
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- rico:RecordSet
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close_mappings:
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- rico:RecordResource
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- premis:IntellectualEntity
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related_mappings:
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- rico:hasAccumulationDate
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- rico:Activity
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- crm:E78_Curated_Holding
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slot_usage:
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id:
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identifier: true
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required: true
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has_archive_name:
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range: string
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required: true
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has_archive_description:
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range: string
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required: false
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has_accession_number:
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range: string
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required: true
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examples:
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- value: 2024-0001
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description: Sequential accession number
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- value: NA-2024-GOV-0156
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description: National Archives government transfer
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has_accession_date:
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range: date
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required: true
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examples:
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- value: '2024-01-15'
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description: Records accessioned January 2024
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has_accumulation_start_date:
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range: date
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required: false
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has_accumulation_end_date:
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range: date
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required: false
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creating_agency:
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range: string
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required: false
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examples:
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- value: Director's Office
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description: Executive correspondence
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- value: Conservation Department
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description: Treatment reports and documentation
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processing_status:
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range: ArchiveProcessingStatusEnum
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required: true
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examples:
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- value: UNPROCESSED
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description: In backlog awaiting processing
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- value: IN_DESCRIPTION
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description: Finding aid being created
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processing_priority:
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range: string
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required: false
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examples:
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- value: HIGH
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description: Researcher demand for these records
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- value: LOW
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description: No immediate need, stable condition
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estimated_extent:
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range: string
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required: false
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examples:
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- value: 25 linear meters
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description: Physical extent
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- value: 500 GB, ~50,000 files
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description: Digital extent
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is_or_was_stored_at: # was: storage_location - migrated per Rule 53 (2026-01-15)
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range: StorageLocation
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multivalued: true
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required: false
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description: |
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Physical or digital storage location for this archive.
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MIGRATED from storage_location per slot_fixes.yaml (Rule 53).
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Uses StorageLocation class for unified location modeling.
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has_or_had_tracked_in_cm:
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range: CollectionManagementSystem
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multivalued: true
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required: false
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has_or_had_assigned_processor:
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range: string
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required: false
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examples:
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- value: Dr. Maria van den Berg
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description: Senior archivist assigned
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processing_started_date:
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range: date
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required: false
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examples:
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- value: '2024-03-01'
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description: Processing started March 2024
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processing_completed_date:
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range: date
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required: false
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examples:
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- value: '2024-09-15'
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description: Processing completed September 2024
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# MIGRATED 2026-01-15: transfer_to_collection_date → is_or_was_transferred + TransferEvent (Rule 53)
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is_or_was_transferred:
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description: |
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Transfer events for this archive, including transfer to CustodianCollection.
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Replaces bespoke transfer_to_collection_date slot.
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range: TransferEvent
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multivalued: true
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inlined: true
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inlined_as_list: true
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required: false
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examples:
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- value:
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temporal_extent:
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begin_of_the_begin:
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has_or_had_timestamp: "2024-10-01T00:00:00Z" # was: timestamp_value - migrated per Rule 53
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has_or_had_description:
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description_text: "Transferred to collection after processing complete"
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description: Transfer to CustodianCollection October 2024
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is_or_was_appended_with: # was: successor_collection - migrated per Rule 53 (2026-01-15)
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description: The collection this archive was appended to after processing. Uses RiC-O is_or_was_appended_with predicate for temporal relationship between record sets.
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range: uriorcurie
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required: false
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examples:
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- value: https://nde.nl/ontology/hc/collection/rm-director-correspondence-2010-2020
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description: Collection derived from this archive after processing
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has_or_had_access_restriction:
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range: string
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required: false
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examples:
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- value: Closed - Contains personnel files with personal data
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description: Privacy restriction
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has_or_had_notes:
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range: Notes
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multivalued: true
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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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- note_type: appraisal
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note_content: "Retained all policy files; destroyed duplicate copies and routine correspondence per retention schedule RS-2020-05"
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note_date: "2024-03-15"
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description: Appraisal decisions documented as typed note
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has_arrangement_note:
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range: string
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required: false
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examples:
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- value: Maintained original order by correspondent. Created 5 series by function. Rehoused into acid-free folders
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and boxes.
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description: Arrangement decisions documented
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managing_unit:
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range: OrganizationalStructure
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required: false
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refers_to_custodian:
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range: Custodian
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required: true
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is_or_was_derived_from: # was: was_derived_from - migrated per Rule 53
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range: CustodianObservation
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multivalued: true
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required: false
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is_or_was_generated_by: # was: was_generated_by - migrated per Rule 53
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range: ReconstructionActivity
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required: false
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temporal_extent: # was: valid_from + valid_to - migrated per Rule 53
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description: |
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Archive record validity period using CIDOC-CRM TimeSpan.
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MIGRATED from valid_from + valid_to per slot_fixes.yaml (Rule 53).
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range: TimeSpan
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inlined: true
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required: false
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lifecycle_phase_type:
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range: uriorcurie
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required: false
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examples:
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- value: wikidata:Q244904
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description: Deposit archive / semi-current records
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- value: wikidata:Q3621648
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description: Current archive / active records
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has_or_had_custodian_type:
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equals_expression: '["hc:ArchiveOrganizationType"]'
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comments:
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- Represents operational archives BEFORE integration into CustodianCollection
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- Processing backlogs commonly span DECADES in archival institutions
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- Distinct from CustodianAdministration (active records) and CustodianCollection (processed)
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- RiC-O rico:RecordSet as primary ontology class
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- PROV-O prov:hadDerivation links to successor CustodianCollection (NOT rico:hasSuccessor which is for Agents)
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- Tracks full processing lifecycle from accession to transfer
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see_also:
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- https://www.ica.org/standards/RiC/ontology#RecordSet
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- https://nde.nl/ontology/hc/class/CustodianAdministration
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- https://nde.nl/ontology/hc/class/CustodianCollection
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- https://nde.nl/ontology/hc/enum/ArchiveProcessingStatusEnum
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examples:
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- value:
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id: https://nde.nl/ontology/hc/archive/rm/2024-0001
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archive_name: Rijksmuseum Director's Correspondence 2010-2020
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archive_description: Incoming and outgoing correspondence of the museum director including policy discussions, loan
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requests, and exhibition planning.
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accession_number: RM-2024-0001
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accession_date: '2024-01-15'
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has_accumulation_start_date: '2010-01-01'
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has_accumulation_end_date: '2020-12-31'
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creating_agency: Director's Office
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processing_status: UNPROCESSED
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processing_priority: MEDIUM
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estimated_extent: 12 linear meters (48 boxes)
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access_restrictions: Restricted - Contains sensitive correspondence
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refers_to_custodian: https://nde.nl/ontology/hc/nl-nh-ams-m-rm-q190804
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description: Unprocessed director's correspondence awaiting archival processing
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- value:
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id: https://nde.nl/ontology/hc/archive/na/2015-gov-0234
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archive_name: Ministry of Finance Records 1990-2005
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archive_description: Financial policy records, budget documentation, and ministerial correspondence transferred under
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government archives law.
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accession_number: NA-2015-GOV-0234
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accession_date: '2015-06-01'
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has_accumulation_start_date: '1990-01-01'
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has_accumulation_end_date: '2005-12-31'
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creating_agency: Ministry of Finance
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processing_status: IN_ARRANGEMENT
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processing_priority: HIGH
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estimated_extent: 85 linear meters
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assigned_processor: Dr. Jan de Vries
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processing_started_date: '2024-01-10'
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has_or_had_notes:
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- note_type: appraisal
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note_content: "Retained all policy files; weeded duplicate copies per retention schedule."
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note_date: "2024-01-10"
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refers_to_custodian: https://nde.nl/ontology/hc/nl-na
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description: Government records in active processing (9 years after accession)
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