4319f38c05
- Created new YAML files for audience size and audience type slots, defining their properties and annotations. - Added archived capacity slots including cubic meters, linear meters, item count, and descriptions, with appropriate URIs and ranges. - Introduced a template specificity slot for context-aware RAG filtering. - Consolidated capacity-related slots into a unified structure, including has_or_had_capacity, capacity_type, and capacity_value, with detailed descriptions and examples.
312 lines
18 KiB
YAML
312 lines
18 KiB
YAML
id: https://nde.nl/ontology/hc/class/FundingRequirement
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name: FundingRequirement
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title: FundingRequirement Class
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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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schema: http://schema.org/
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dcterms: http://purl.org/dc/terms/
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prov: http://www.w3.org/ns/prov#
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pav: http://purl.org/pav/
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skos: http://www.w3.org/2004/02/skos/core#
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imports:
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- linkml:types
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- ../enums/FundingRequirementTypeEnum
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- ./RequirementType
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- ../slots/has_or_had_type
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- ../slots/temporal_extent # was: valid_from + valid_to - migrated per Rule 53
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- ./TimeSpan
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# REMOVED 2026-01-14: valid_from + valid_to - migrated to temporal_extent (Rule 53)
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- ../slots/supersedes_or_superseded # was: supersede - migrated per Rule 53/56 (2026-01-17)
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- ../slots/extraction_confidence
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- ../slots/extraction_note
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- ../slots/observed_in
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# REMOVED 2026-01-15: ../slots/applies_to_call - migrated to applies_or_applied_to_call
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# UPDATED 2026-01-17: applies_or_applied_to_call → applies_or_applied_to per Rule 53/56 (SRP)
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- ../slots/applies_or_applied_to
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- ../slots/is_mandatory
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- ../slots/requirement_id
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- ../slots/requirement_text
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- ../slots/requirement_type
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- ../slots/requirement_unit
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- ../slots/requirement_value
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- ../slots/source_section
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- ../slots/specificity_annotation
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- ../slots/has_or_had_score # was: template_specificity - migrated per Rule 53 (2026-01-17)
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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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default_prefix: hc
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classes:
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FundingRequirement:
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class_uri: dcterms:Standard
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description: "A requirement or criterion that applicants must meet to be eligible for\na funding call. Each requirement\
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\ is tracked with provenance linking to\nthe source document where it was stated.\n\n**PURPOSE**:\n\nFundingRequirement\
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\ provides structured, machine-readable representation\nof funding call eligibility criteria. Instead of storing requirements\
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\ as\nfree-text lists in CallForApplication, each requirement becomes a\ntrackable entity with:\n\n- **Classification**:\
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\ Categorized by FundingRequirementTypeEnum\n- **Provenance**: Linked to WebObservation documenting source\n- **Values**:\
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\ Machine-readable value + human-readable text\n- **Temporality**: Valid date range for time-scoped requirements\n\n\
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**PROVENANCE CHAIN**:\n\n```\nCallForApplication\n │\n ├── requirements ──→ FundingRequirement[]\n │\
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\ │\n │ ├── requirement_type: PARTNERSHIP_MINIMUM_PARTNERS\n\
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\ │ ├── requirement_text: \"At least 3 partners from 3 EU countries\"\n │ \
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\ ├── requirement_value: \"3\"\n │ ├── requirement_unit: \"partners\"\
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\n │ │\n │ └── observed_in ──→ WebObservation\n │ \
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\ │\n │ ├──\
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\ source_url: https://ec.europa.eu/...\n │ ├── retrieved_on:\
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\ 2025-11-29T10:30:00Z\n │ └── extraction_confidence: 0.95\n\
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\ │\n └── web_observations ──→ WebObservation[] (general call provenance)\n```\n\n**ONTOLOGY ALIGNMENT**:\n\
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\n- **Dublin Core**: `dcterms:Standard` - \"A reference point against which\n other things can be evaluated\" (requirements\
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\ are standards for eligibility)\n- **Dublin Core**: `dcterms:requires` - Relates call to requirement\n- **Dublin Core**:\
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\ `dcterms:conformsTo` - Applicants must conform to requirements\n- **Schema.org**: `schema:eligibleRegion` - For geographic\
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\ requirements\n- **Schema.org**: `schema:eligibleQuantity` - For numeric constraints\n- **PROV-O**: `prov:wasDerivedFrom`\
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\ - Links requirement to observation\n\n**REQUIREMENT CATEGORIES**:\n\nRequirements are classified into six main categories\
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\ via FundingRequirementTypeEnum:\n\n1. **Eligibility** (ELIGIBILITY_*): Who can apply\n - Geographic: EU Member States,\
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\ Associated Countries\n - Organizational: Non-profit, public body, SME\n - Heritage type: Museums, archives, libraries\n\
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\ - Experience: Track record, previous projects\n\n2. **Financial** (FINANCIAL_*): Budget and funding\n - Co-funding:\
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\ Match funding percentages\n - Budget limits: Minimum/maximum grant size\n - Funding rate: Percentage of eligible\
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\ costs\n - Eligible costs: What can be funded\n\n3. **Partnership** (PARTNERSHIP_*): Consortium requirements\n \
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\ - Minimum partners: Number required\n - Country diversity: Geographic spread\n - Sector mix: Organisation types\
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\ needed\n - Coordinator: Lead partner constraints\n\n4. **Thematic** (THEMATIC_*): Topic and scope\n - Focus area:\
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\ Required research/action themes\n - Heritage scope: Types of heritage addressed\n - Geographic scope: Where activities\
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\ occur\n\n5. **Technical** (TECHNICAL_*): Outputs and approach\n - Deliverables: Required outputs\n - Open access:\
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\ Publication requirements\n - Duration: Project length constraints\n - Methodology: Required approaches\n\n6. **Administrative**\
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\ (ADMINISTRATIVE_*): Process requirements\n - Registration: Portal accounts needed\n - Documentation: Supporting\
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\ documents\n - Language: Submission language\n - Format: Templates and page limits\n\n**TEMPORAL TRACKING**:\n\n\
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Requirements can change between call publications. The `supersedes` field\nlinks to previous versions, and `valid_from`/`valid_to`\
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\ scope applicability:\n\n```\nFundingRequirement (current)\n │\n ├── valid_from: 2025-01-15\n ├── requirement_value:\
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\ \"3\" (minimum partners)\n │\n └── supersedes ──→ FundingRequirement (previous)\n \
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\ │\n ├── valid_from: 2024-01-15\n ├── valid_to: 2025-01-14\n\
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\ └── requirement_value: \"4\" (was 4 partners)\n```\n\n**EXTRACTION PATTERN**:\n\nWhen\
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\ extracting requirements from web sources:\n\n1. Create WebObservation for the source page\n2. For each requirement\
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\ found:\n - Create FundingRequirement with observed_in → WebObservation\n - Classify using FundingRequirementTypeEnum\n\
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\ - Extract machine-readable value and unit\n - Record source_section for traceability\n - Assign extraction_confidence\
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\ based on clarity\n\n**EXAMPLES**:\n\n1. **Partnership Requirement**\n - requirement_type: PARTNERSHIP_MINIMUM_PARTNERS\n\
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\ - requirement_text: \"Minimum 3 independent legal entities from 3 different EU Member States\"\n - requirement_value:\
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\ \"3\"\n - requirement_unit: \"partners\"\n - is_mandatory: true\n \n2. **Financial Requirement**\n - requirement_type:\
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\ FINANCIAL_COFUNDING\n - requirement_text: \"Co-funding of minimum 25% from non-EU sources required\"\n - requirement_value:\
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\ \"25\"\n - requirement_unit: \"percent\"\n - is_mandatory: true\n \n3. **Open Access Requirement**\n - requirement_type:\
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\ TECHNICAL_OPEN_ACCESS\n - requirement_text: \"All peer-reviewed publications must be open access (Plan S compliant)\"\
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\n - requirement_value: \"immediate\"\n - is_mandatory: true\n"
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exact_mappings:
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- dcterms:Standard
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close_mappings:
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- schema:QuantitativeValue
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- skos:Concept
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related_mappings:
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- dcterms:requires
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- dcterms:conformsTo
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- schema:eligibleRegion
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- schema:eligibleQuantity
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- prov:wasDerivedFrom
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slots:
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# REMOVED 2026-01-15: applies_to_call - migrated to applies_or_applied_to_call
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# UPDATED 2026-01-17: applies_or_applied_to_call → applies_or_applied_to per Rule 53/56 (SRP)
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- applies_or_applied_to
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- extraction_confidence
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- extraction_note
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- is_mandatory
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- observed_in
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- requirement_id
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- requirement_text
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- requirement_type
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- has_or_had_type
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- requirement_unit
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- requirement_value
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- source_section
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- specificity_annotation
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- supersedes_or_superseded # was: supersede - migrated per Rule 53/56 (2026-01-17)
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- has_or_had_score # was: template_specificity - migrated per Rule 53 (2026-01-17)
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- temporal_extent # was: valid_from + valid_to - migrated per Rule 53
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slot_usage:
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requirement_id:
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identifier: true
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required: true
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range: uriorcurie
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pattern: ^https://nde\.nl/ontology/hc/requirement/[a-z0-9-]+/[a-z0-9-]+$
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examples:
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- value: https://nde.nl/ontology/hc/requirement/ec-cl2-2025-heritage-01/min-partners-3
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description: Minimum partners requirement for Horizon Europe call
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- value: https://nde.nl/ontology/hc/requirement/nlhf-medium-2025/cofunding-25pct
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description: Co-funding requirement for NLHF grants
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requirement_type:
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required: false
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range: FundingRequirementTypeEnum
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deprecated: "DEPRECATED 2026-01-13: Use has_or_had_type with RequirementType class instead"
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examples:
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- value: PARTNERSHIP_MINIMUM_PARTNERS
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description: Consortium size requirement (DEPRECATED - use has_or_had_type)
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- value: FINANCIAL_COFUNDING
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description: Match funding requirement (DEPRECATED - use has_or_had_type)
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- value: ELIGIBILITY_GEOGRAPHIC
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description: Country eligibility requirement (DEPRECATED - use has_or_had_type)
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has_or_had_type:
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required: true
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range: RequirementType
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description: |
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Classification type for the funding requirement (replaces requirement_type enum).
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Provides structured class hierarchy for requirement categorization.
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examples:
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- value:
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has_or_had_short_code: PARTNERSHIP_MINIMUM_PARTNERS
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has_or_had_label: ["Minimum partners requirement@en"]
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description: Consortium size requirement using RequirementType class
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- value:
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has_or_had_short_code: FINANCIAL_COFUNDING
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has_or_had_label: ["Co-funding requirement@en"]
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description: Match funding requirement using RequirementType class
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requirement_text:
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required: true
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range: string
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examples:
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- value: Minimum 3 independent legal entities from 3 different EU Member States or Horizon Europe Associated Countries
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description: Partnership requirement from Horizon Europe
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- value: Applications must demonstrate at least 25% co-funding from non-EU sources
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description: Co-funding requirement from call guidelines
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requirement_value:
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range: string
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examples:
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- value: '3'
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description: Minimum 3 partners
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- value: '25'
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description: 25% co-funding
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- value: eu-member-states
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description: Geographic eligibility
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- value: immediate
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description: Immediate open access
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requirement_unit:
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range: string
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examples:
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- value: partners
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description: Number of consortium partners
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- value: percent
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description: Percentage (co-funding, funding rate)
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- value: EUR
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description: Currency for budget amounts
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- value: months
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description: Project duration
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- value: countries
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description: Geographic diversity
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is_mandatory:
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range: boolean
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ifabsent: 'true'
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examples:
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- value: true
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description: 'Mandatory: must meet to be eligible'
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- value: false
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description: 'Optional: preferred but not required'
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observed_in:
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required: true
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range: uriorcurie
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examples:
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- value: https://nde.nl/ontology/hc/observation/web/2025-11-29/eu-horizon-cl2-heritage
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description: Observation of Horizon Europe call page
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source_section:
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range: string
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examples:
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- value: Section 2.1 - Eligibility Criteria
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description: Location in call document
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- value: 'FAQ #7 - Consortium composition'
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description: Location in FAQ document
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- value: Work Programme page 45
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description: Location in programme document
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supersedes_or_superseded: # was: supersede - migrated per Rule 53/56 (2026-01-17)
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range: uriorcurie
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examples:
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- value: https://nde.nl/ontology/hc/requirement/ec-cl2-2024-heritage-01/min-partners-4
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description: Previous version required 4 partners
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extraction_confidence:
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range: float
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minimum_value: 0.0
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maximum_value: 1.0
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examples:
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- value: 0.95
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description: Explicit statement in eligibility section
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- value: 0.75
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description: Inferred from multiple sentences
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- value: 0.6
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description: Implicit, verification recommended
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comments:
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- Each requirement links to WebObservation for full provenance chain
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- requirement_value + requirement_unit enable structured queries
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- is_mandatory defaults to true; explicitly set false for optional requirements
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- supersedes_or_superseded creates version chain for requirement changes
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- extraction_confidence can differ from observation confidence
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see_also:
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- https://dublincore.org/specifications/dublin-core/dcmi-terms/#Standard
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- https://schema.org/QuantitativeValue
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- https://www.w3.org/TR/prov-o/#Entity
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- http://purl.org/pav/
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examples:
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- value:
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requirement_id: https://nde.nl/ontology/hc/requirement/ec-cl2-2025-heritage-01/min-partners-3-countries
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requirement_type: PARTNERSHIP_MINIMUM_PARTNERS
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requirement_text: Proposals must be submitted by a consortium of at least 3 independent legal entities established
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in 3 different EU Member States or Horizon Europe Associated Countries.
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requirement_value: '3'
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requirement_unit: partners
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is_mandatory: true
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applies_or_applied_to: https://nde.nl/ontology/hc/call/ec/cl2-2025-heritage-01
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observed_in: https://nde.nl/ontology/hc/observation/web/2025-11-29/eu-horizon-cl2-heritage
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source_section: Section 2 - Eligibility Conditions
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extraction_confidence: 0.98
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extraction_notes: Clear statement in eligibility section. Standard Horizon Europe RIA requirement.
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description: Minimum partners requirement for Horizon Europe heritage call
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- value:
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requirement_id: https://nde.nl/ontology/hc/requirement/ec-cl2-2025-heritage-01/cofunding-for-profit
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requirement_type: FINANCIAL_COFUNDING
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requirement_text: For-profit entities receive 70% funding rate. The remaining 30% must be covered by co-funding or
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own resources.
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requirement_value: '30'
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requirement_unit: percent
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is_mandatory: true
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applies_or_applied_to: https://nde.nl/ontology/hc/call/ec/cl2-2025-heritage-01
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observed_in: https://nde.nl/ontology/hc/observation/web/2025-11-29/eu-horizon-cl2-heritage
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source_section: Section 3 - Financial Conditions
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extraction_confidence: 0.95
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extraction_notes: Applies only to for-profit partners. Non-profits receive 100% funding.
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description: Co-funding requirement for for-profit entities
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- value:
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requirement_id: https://nde.nl/ontology/hc/requirement/ec-cl2-2025-heritage-01/open-access
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requirement_type: TECHNICAL_OPEN_ACCESS
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requirement_text: Beneficiaries must ensure open access to peer-reviewed scientific publications under the conditions
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required by the Grant Agreement. Immediate open access is mandatory (no embargo period).
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requirement_value: immediate
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requirement_unit: null
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is_mandatory: true
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applies_or_applied_to: https://nde.nl/ontology/hc/call/ec/cl2-2025-heritage-01
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observed_in: https://nde.nl/ontology/hc/observation/web/2025-11-29/eu-horizon-cl2-heritage
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source_section: Section 4.2 - Open Science
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extraction_confidence: 0.99
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extraction_notes: Standard Horizon Europe open access requirement. Plan S compliant.
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description: Open access publication requirement
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- value:
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requirement_id: https://nde.nl/ontology/hc/requirement/nlhf-medium-2025/uk-based
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requirement_type: ELIGIBILITY_GEOGRAPHIC
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requirement_text: Your organisation must be based in the UK (England, Northern Ireland, Scotland or Wales). Projects
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must take place in the UK.
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requirement_value: UK
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requirement_unit: country
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is_mandatory: true
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applies_or_applied_to: https://nde.nl/ontology/hc/call/nlhf/medium-grants-2025-q4
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observed_in: https://nde.nl/ontology/hc/observation/web/2025-11-28/nlhf-medium-grants
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source_section: Eligibility
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extraction_confidence: 0.99
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extraction_notes: Clear UK-only restriction. Devolved nations explicitly included.
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description: UK geographic eligibility for National Lottery Heritage Fund
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- value:
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requirement_id: https://nde.nl/ontology/hc/requirement/nlhf-medium-2025/non-profit
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requirement_type: ELIGIBILITY_ORGANIZATIONAL
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requirement_text: We can fund not-for-profit organisations, including charities, community groups, local authorities,
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and social enterprises. Private individuals and for-profit companies are not eligible.
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requirement_value: non-profit
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requirement_unit: organization-type
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is_mandatory: true
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applies_or_applied_to: https://nde.nl/ontology/hc/call/nlhf/medium-grants-2025-q4
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observed_in: https://nde.nl/ontology/hc/observation/web/2025-11-28/nlhf-medium-grants
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source_section: Who can apply
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extraction_confidence: 0.95
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extraction_notes: Explicitly excludes for-profit. Social enterprises may need verification.
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description: Non-profit eligibility for National Lottery Heritage Fund
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