glam/schemas/20251121/linkml/modules/classes/Loan.yaml
kempersc ec113e8811 Add new classes and slots for archival and educational metadata
- Introduced EADIdentifier, EBook, EcclesiasticalProvince, Edition, Editor, Education, EmailAddress, and Size classes to enhance archival description capabilities.
- Added slots for digital presence types, digital surrogates, digitization status, and dimensions to support comprehensive metadata management.
- Migrated existing slots such as ead_id, edition_number, and dimension to new structured formats.
- Established relationships between works and their editions, sizes, and editors to improve data interconnectivity.
- Enhanced ontology alignment with Schema.org and BIBFRAME standards for better interoperability.
2026-01-26 09:00:29 +01:00

459 lines
18 KiB
YAML

id: https://nde.nl/ontology/hc/class/Loan
name: Loan
title: Loan Class
prefixes:
linkml: https://w3id.org/linkml/
hc: https://nde.nl/ontology/hc/
schema: http://schema.org/
crm: http://www.cidoc-crm.org/cidoc-crm/
dcterms: http://purl.org/dc/terms/
skos: http://www.w3.org/2004/02/skos/core#
aat: http://vocab.getty.edu/aat/
imports:
- linkml:types
- ../metadata
- ./TimeSpan
- ../enums/LoanStatusEnum
- ../slots/has_approval_date
- ../slots/has_actual_return_date
- ../slots/has_agreement_signed_date
- ../slots/custody_received_by # was: borrower - migrated per Rule 53/56 (2026-01-17)
- ../slots/has_or_had_contact_point # was: borrower_contact - migrated per Rule 53/56 (2026-01-17)
# MIGRATED 2026-01-22: condition_on_return → is_or_was_returned + ReturnEvent (Rule 53)
- ../slots/is_or_was_returned
- ./ReturnEvent
- ./Item
- ./Condition
- ./ConditionType
- ./ConditionTypes
- ../slots/courier_detail
- ../slots/courier_required
- ../slots/has_or_had_custodian_type
- ../slots/is_or_was_displayed_at
- ./DisplayLocation
- ../slots/exhibition_ref
- ../slots/extension_count
- ../slots/insurance_currency
- ../slots/insurance_provider
- ../slots/insurance_value
- ../slots/lender
- ../slots/lender_contact
- ../slots/loan_agreement_url
- ../slots/loan_end_date
- ../slots/loan_id
- ../slots/loan_note
- ../slots/loan_number
- ../slots/loan_purpose
- ../slots/loan_start_date
- ../slots/loan_status
- ../slots/loan_timespan
- ../slots/loan_type
- ../slots/has_or_had_loaned_object
- ../slots/original_end_date
- ../slots/outbound_condition_report_url
- ../slots/request_date
- ../slots/return_condition_report_url
- ../slots/shipping_method
- ../slots/special_requirement
- ../slots/specificity_annotation
- ../slots/has_or_had_score # was: template_specificity - migrated per Rule 53 (2026-01-17)
- ./SpecificityAnnotation
- ./TemplateSpecificityScore # was: TemplateSpecificityScores - migrated per Rule 53 (2026-01-17)
- ./TemplateSpecificityType
- ./TemplateSpecificityTypes
default_prefix: hc
classes:
Loan:
class_uri: crm:E10_Transfer_of_Custody
description: "A loan of one or more objects from a lending institution to a borrowing institution.\n\nModels the TEMPORARY\
\ TRANSFER OF CUSTODY, not ownership transfer (see ProvenanceEvent\nfor ownership changes).\n\n**Key Distinction**:\n\
\n| Concept | Class | Description |\n|---------|-------|-------------|\n| Permanent ownership change | ProvenanceEvent\
\ | Sale, gift, bequest |\n| **Temporary custody transfer** | **Loan** | **Exhibition loan, study loan** |\n| Object\
\ condition | ConservationRecord | Condition assessments |\n\n**Loan Types**:\n\n- **Exhibition Loan**: Object loaned\
\ for public display in an exhibition\n- **Study Loan**: Object loaned for research or scholarly examination\n- **Long-term\
\ Loan**: Extended loan (typically 1+ years) for permanent display\n- **Institutional Transfer**: Inter-departmental\
\ or inter-branch transfer\n\n- **CIDOC-CRM**: crm:E10_Transfer_of_Custody (primary)\n \"The handing over of physical\
\ custody of an object from one party to another.\"\n- **Schema.org**: schema:BorrowAction / schema:LendAction (borrower/lender\
\ actions)\n- **SPECTRUM**: Loans Out / Loans In procedures\n\n**SPECTRUM Alignment**:\n\nThis class models both:\n\
- **Loans Out**: When the custodian is the lender\n- **Loans In**: When the custodian is the borrower\n\n**Relationship\
\ to Other Classes**:\n\n```\nCustodian (lender)\n │\n │── lends objects via Loan\n v\nLoan (this class)\n\
\ │\n │── loaned_objects → ExhibitedObject[]\n │── borrower → Custodian\n │── exhibition_ref → Exhibition\
\ (optional)\n v\nCustodian (borrower)\n```\n\n**Example**:\n\nMauritshuis loans \"Girl with a Pearl Earring\" to\
\ Rijksmuseum for Vermeer 2023:\n- loan_id: https://nde.nl/ontology/hc/loan/mauritshuis-rijksmuseum-vermeer-2023-001\n\
- loaned_objects: [mauritshuis-girl-pearl-earring]\n- lender: Mauritshuis\n- custody_received_by: Rijksmuseum\n- loan_status: CLOSED\n\
- loan_start_date: 2023-02-10\n- loan_end_date: 2023-06-04\n- exhibition_ref: Vermeer 2023\n"
exact_mappings:
- crm:E10_Transfer_of_Custody
close_mappings:
- schema:BorrowAction
- schema:LendAction
- aat:300055864
related_mappings:
- crm:E8_Acquisition
- schema:TransferAction
slots:
- has_actual_return_date
- has_agreement_signed_date
- has_approval_date
- custody_received_by # was: borrower - migrated per Rule 53/56 (2026-01-17)
- has_or_had_contact_point # was: borrower_contact - migrated per Rule 53/56 (2026-01-17)
# MIGRATED 2026-01-22: condition_on_return → is_or_was_returned + ReturnEvent (Rule 53)
- is_or_was_returned
- courier_detail
- courier_required
- has_or_had_custodian_type
- is_or_was_displayed_at
- exhibition_ref
- extension_count
- insurance_currency
- insurance_provider
- insurance_value
- lender
- lender_contact
- loan_agreement_url
- loan_end_date
- loan_id
- loan_note
- loan_number
- loan_purpose
- loan_start_date
- loan_status
- loan_timespan
- loan_type
- has_or_had_loaned_object
- original_end_date
- outbound_condition_report_url
- request_date
- return_condition_report_url
- shipping_method
- special_requirement
- specificity_annotation
- has_or_had_score # was: template_specificity - migrated per Rule 53 (2026-01-17)
slot_usage:
loan_id:
identifier: true
required: true
range: uriorcurie
examples:
- value: https://nde.nl/ontology/hc/loan/mauritshuis-rijksmuseum-2023-001
- value: https://nde.nl/ontology/hc/loan/british-museum-met-2024-003
loan_number:
required: false
range: string
examples:
- value: MH-OUT-2023-0042
description: Mauritshuis outgoing loan number
- value: RM-IN-2023-0127
description: Rijksmuseum incoming loan number
has_or_had_loaned_object:
required: true
range: uriorcurie
multivalued: true
inlined: false
examples:
- value: https://nde.nl/ontology/hc/object/mauritshuis-girl-pearl-earring
- value: https://nde.nl/ontology/hc/object/mauritshuis-view-delft
lender:
required: true
range: uriorcurie
inlined: false
examples:
- value: https://nde.nl/ontology/hc/custodian/nl/mauritshuis
lender_contact:
required: false
range: string
examples:
- value: Dr. Maria van der Berg, Registrar
custody_received_by: # was: borrower - migrated per Rule 53/56 (2026-01-17)
description: >-
Institution borrowing the object(s).
CIDOC-CRM: P29_custody_received_by - identifies the E39 Actor who receives custody.
required: true
range: uriorcurie
inlined: false
examples:
- value: https://nde.nl/ontology/hc/custodian/nl/rijksmuseum
has_or_had_contact_point: # was: borrower_contact - migrated per Rule 53/56 (2026-01-17)
description: >-
Contact person at borrowing institution for this loan.
required: false
range: string
examples:
- value: Anna de Wit, Exhibition Coordinator
loan_status:
required: true
range: LoanStatusEnum
examples:
- value: CLOSED
description: Completed loan
- value: ON_LOAN
description: Object currently at borrower
loan_type:
required: false
range: string
examples:
- value: EXHIBITION_LOAN
- value: STUDY_LOAN
- value: LONG_TERM_LOAN
loan_purpose:
required: false
range: string
examples:
- value: Major Vermeer retrospective exhibition marking 350th anniversary
- value: Technical examination for catalogue raisonné research
request_date:
required: false
range: date
examples:
- value: '2021-06-15'
has_approval_date:
required: false
range: date
examples:
- value: '2021-09-20'
has_agreement_signed_date:
required: false
range: date
examples:
- value: '2022-03-15'
loan_start_date:
required: false
range: date
examples:
- value: '2023-02-10'
loan_end_date:
required: false
range: date
examples:
- value: '2023-06-04'
original_end_date:
required: false
range: date
examples:
- value: '2023-05-15'
description: Extended by 3 weeks
extension_count:
required: false
range: integer
examples:
- value: 1
has_actual_return_date:
required: false
range: date
examples:
- value: '2023-06-07'
loan_timespan:
required: false
range: TimeSpan
inlined: true
examples:
- value:
begin_of_the_begin: '2023-02-10'
end_of_the_end: '2023-06-04'
loan_agreement_url:
required: false
range: uri
examples:
- value: https://docs.mauritshuis.nl/loans/agreements/2023-001.pdf
insurance_value:
required: false
range: decimal
examples:
- value: 30000000
description: €30 million insurance for Girl with a Pearl Earring
insurance_currency:
required: false
range: string
examples:
- value: EUR
- value: USD
- value: GBP
insurance_provider:
required: false
range: string
examples:
- value: AXA Art Insurance
- value: Government Indemnity Scheme (UK)
- value: Rijksindemniteit (NL)
courier_required:
required: false
range: boolean
examples:
- value: true
courier_detail:
required: false
range: string
examples:
- value: 'Outbound: Dr. J. Wadum (conservator). Return: Museum registrar.'
shipping_method:
required: false
range: string
examples:
- value: Climate-controlled art transport by Hasenkamp
- value: Hand-carried by courier on commercial flight
outbound_condition_report_url:
required: false
range: uri
examples:
- value: https://docs.mauritshuis.nl/conservation/reports/670-2023-02-outbound.pdf
return_condition_report_url:
required: false
range: uri
examples:
- value: https://docs.mauritshuis.nl/conservation/reports/670-2023-06-return.pdf
# MIGRATED 2026-01-22: condition_on_return → is_or_was_returned + ReturnEvent (Rule 53)
is_or_was_returned:
required: false
range: ReturnEvent
multivalued: true
inlined: true
inlined_as_list: true
description: |
Return event(s) documenting item return with condition assessment.
MIGRATED from condition_on_return per slot_fixes.yaml (Rule 53, 2026-01-22).
Uses ReturnEvent class with has_or_had_condition for structured condition data.
examples:
- value:
- return_date: "2023-06-07"
has_or_had_condition:
- has_or_had_type: GoodCondition
has_or_had_description:
description_text: "UNCHANGED - returned in same condition"
description: Successful return unchanged
- value:
- return_date: "2023-06-07"
has_or_had_condition:
- has_or_had_type: FairCondition
has_or_had_description:
description_text: "MINOR_DAMAGE - small scratch on frame, documented"
damage_noted: true
damage_description: "Small scratch on lower right frame corner"
description: Return with minor damage documented
exhibition_ref:
required: false
range: uriorcurie
inlined: false
examples:
- value: https://nde.nl/ontology/hc/exhibition/rijksmuseum-vermeer-2023
is_or_was_displayed_at:
required: false
range: DisplayLocation
inlined: true
multivalued: true
description: |
Location where the object was displayed during the loan.
MIGRATED from display_location (2026-01-26).
examples:
- value:
has_or_had_label: Philips Wing, Gallery 0.1
description: Display location within venue
loan_note:
required: false
range: string
multivalued: true
examples:
- value: Object required custom climate-controlled display case
- value: Insurance claim filed for minor frame damage during transport
special_requirement:
required: false
range: string
multivalued: true
examples:
- value: Maintain 45-55% relative humidity
- value: Maximum 50 lux illumination
- value: No photography permitted
- value: Must be displayed in glazed case
has_or_had_custodian_type:
equals_expression: '["hc:GalleryType", "hc:MuseumType", "hc:ArchiveOrganizationType", "hc:LibraryType", "hc:ResearchOrganizationType",
"hc:HolySacredSiteType", "hc:BioCustodianType"]'
comments:
- Loan models temporary custody transfer between heritage institutions
- Links to ExhibitedObject via loaned_objects relationship
- Links to Custodian via lender and borrower relationships
- Links to Exhibition via exhibition_ref for exhibition loans
- Uses CIDOC-CRM E10_Transfer_of_Custody as primary ontology mapping
- Aligns with SPECTRUM Loans Out / Loans In procedures
see_also:
- https://cidoc-crm.org/html/cidoc_crm_v7.1.3.html#E10
- https://collectionstrust.org.uk/spectrum/
- https://schema.org/BorrowAction
examples:
- value:
loan_id: https://nde.nl/ontology/hc/loan/mauritshuis-rijksmuseum-2023-001
loan_number: MH-OUT-2023-0042
has_or_had_loaned_object:
- https://nde.nl/ontology/hc/object/mauritshuis-girl-pearl-earring
lender: https://nde.nl/ontology/hc/custodian/nl/mauritshuis
lender_contact: Dr. Maria van der Berg, Registrar
custody_received_by: https://nde.nl/ontology/hc/custodian/nl/rijksmuseum
has_or_had_contact_point: Anna de Wit, Exhibition Coordinator # was: borrower_contact
loan_status: CLOSED
loan_type: EXHIBITION_LOAN
loan_purpose: Major Vermeer retrospective exhibition
request_date: '2021-06-15'
approval_date: '2021-09-20'
agreement_signed_date: '2022-03-15'
loan_start_date: '2023-02-10'
loan_end_date: '2023-06-04'
actual_return_date: '2023-06-07'
insurance_value: 30000000
insurance_currency: EUR
insurance_provider: Rijksindemniteit
courier_required: true
courier_details: Conservator Dr. J. Wadum accompanied both transits
shipping_method: Climate-controlled art transport by Hizkia
exhibition_ref: https://nde.nl/ontology/hc/exhibition/rijksmuseum-vermeer-2023
is_or_was_displayed_at:
- has_or_had_label: Philips Wing, Gallery 0.1
# MIGRATED 2026-01-22: condition_on_return → is_or_was_returned + ReturnEvent
is_or_was_returned:
- return_date: '2023-06-07'
has_or_had_condition:
- has_or_had_type: GoodCondition
has_or_had_description:
description_text: "UNCHANGED - returned in same condition as loaned"
damage_noted: false
special_requirement:
- Maintain 45-55% relative humidity
- Maximum 50 lux illumination
- Anti-reflective glazed case
description: Girl with a Pearl Earring loan to Vermeer 2023 exhibition
- value:
loan_id: https://nde.nl/ontology/hc/loan/rijksmuseum-national-gallery-2024-001
has_or_had_loaned_object:
- https://nde.nl/ontology/hc/object/rijksmuseum-night-watch
lender: https://nde.nl/ontology/hc/custodian/nl/rijksmuseum
custody_received_by: https://nde.nl/ontology/hc/custodian/uk/national-gallery
loan_status: DECLINED
loan_type: EXHIBITION_LOAN
loan_purpose: Proposed Dutch Golden Age exhibition
request_date: '2023-01-15'
loan_note:
- Declined due to ongoing Operation Night Watch conservation project
- Object too large and fragile for transport
description: Declined loan request for The Night Watch
- value:
loan_id: https://nde.nl/ontology/hc/loan/leiden-university-rkd-2024-001
has_or_had_loaned_object:
- https://nde.nl/ontology/hc/object/leiden-university-rembrandt-drawing-001
lender: https://nde.nl/ontology/hc/custodian/nl/leiden-university-libraries
custody_received_by: https://nde.nl/ontology/hc/custodian/nl/rkd
loan_status: RETURNED
loan_type: STUDY_LOAN
loan_purpose: Technical analysis for Rembrandt drawings catalogue
loan_start_date: '2024-03-01'
loan_end_date: '2024-04-15'
actual_return_date: '2024-04-12'
courier_required: false
# MIGRATED 2026-01-22: condition_on_return → is_or_was_returned + ReturnEvent
is_or_was_returned:
- return_date: '2024-04-12'
has_or_had_condition:
- has_or_had_type: GoodCondition
has_or_had_description:
description_text: "UNCHANGED - returned in same condition"
damage_noted: false
description: Study loan for scholarly research