626bd3a095
- Apply Rule 39: RiC-O style hasOrHad*/isOrWas* for temporal slots - Apply Rule 43: Singular noun convention (keywords → keyword) - Update slot references to match renamed slot files - Maintain schema integrity across all class definitions
416 lines
20 KiB
YAML
416 lines
20 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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- ../slots/valid_from
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- ../slots/valid_to
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- ../slots/supersede
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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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- ../slots/applies_to_call
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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/template_specificity
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- ./SpecificityAnnotation
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- ./TemplateSpecificityScores
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default_prefix: hc
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slots:
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requirement_id:
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identifier: true
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range: uriorcurie
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description: Unique identifier for this funding requirement
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requirement_type:
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range: FundingRequirementTypeEnum
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description: Category of requirement (eligibility, financial, partnership, etc.)
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requirement_text:
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range: string
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description: Human-readable text of the requirement as stated in source
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requirement_value:
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range: string
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description: Machine-readable value extracted from requirement (e.g., "3" for
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minimum partners)
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requirement_unit:
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range: string
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description: Unit of measurement for requirement_value (e.g., "partners", "EUR",
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"months")
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is_mandatory:
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range: boolean
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description: Whether this requirement is mandatory (true) or preferred/optional
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(false)
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applies_to_call:
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range: uriorcurie
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description: CallForApplication this requirement belongs to
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source_section:
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range: string
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description: Section of the source document where requirement was found
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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\
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\ for\na funding call. Each requirement is tracked with provenance linking to\n\
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the source document where it was stated.\n\n**PURPOSE**:\n\nFundingRequirement\
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\ provides structured, machine-readable representation\nof funding call eligibility\
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\ criteria. Instead of storing requirements as\nfree-text lists in CallForApplication,\
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\ each requirement becomes a\ntrackable entity with:\n\n- **Classification**:\
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\ Categorized by FundingRequirementTypeEnum\n- **Provenance**: Linked to WebObservation\
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\ documenting source\n- **Values**: Machine-readable value + human-readable\
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\ text\n- **Temporality**: Valid date range for time-scoped requirements\n\n\
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**PROVENANCE CHAIN**:\n\n```\nCallForApplication\n │\n ├── requirements\
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\ ──→ FundingRequirement[]\n │ │\n │ \
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\ ├── requirement_type: PARTNERSHIP_MINIMUM_PARTNERS\n\
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\ │ ├── requirement_text: \"At least 3 partners\
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\ from 3 EU countries\"\n │ ├── requirement_value:\
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\ \"3\"\n │ ├── requirement_unit: \"partners\"\
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\n │ │\n │ └── observed_in\
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\ ──→ WebObservation\n │ \
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\ │\n │ ├── source_url:\
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\ https://ec.europa.eu/...\n │ \
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\ ├── retrieved_on: 2025-11-29T10:30:00Z\n │ \
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\ └── extraction_confidence: 0.95\n │\n\
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\ └── web_observations ──→ WebObservation[] (general call provenance)\n\
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```\n\n**ONTOLOGY ALIGNMENT**:\n\n- **Dublin Core**: `dcterms:Standard` - \"\
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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\
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\ call to requirement\n- **Dublin Core**: `dcterms:conformsTo` - Applicants\
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\ must conform to requirements\n- **Schema.org**: `schema:eligibleRegion` -\
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\ For geographic requirements\n- **Schema.org**: `schema:eligibleQuantity` -\
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\ For numeric constraints\n- **PROV-O**: `prov:wasDerivedFrom` - Links requirement\
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\ to observation\n\n**REQUIREMENT CATEGORIES**:\n\nRequirements are classified\
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\ into six main categories via FundingRequirementTypeEnum:\n\n1. **Eligibility**\
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\ (ELIGIBILITY_*): Who can apply\n - Geographic: EU Member States, Associated\
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\ Countries\n - Organizational: Non-profit, public body, SME\n - Heritage\
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\ type: Museums, archives, libraries\n - Experience: Track record, previous\
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\ 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\
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\ - Funding rate: Percentage of eligible costs\n - Eligible costs: What\
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\ can be funded\n\n3. **Partnership** (PARTNERSHIP_*): Consortium requirements\n\
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\ - Minimum partners: Number required\n - Country diversity: Geographic\
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\ spread\n - Sector mix: Organisation types needed\n - Coordinator: Lead\
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\ partner constraints\n\n4. **Thematic** (THEMATIC_*): Topic and scope\n -\
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\ Focus area: Required research/action themes\n - Heritage scope: Types of\
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\ heritage addressed\n - Geographic scope: Where activities occur\n\n5. **Technical**\
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\ (TECHNICAL_*): Outputs and approach\n - Deliverables: Required outputs\n\
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\ - Open access: Publication requirements\n - Duration: Project length constraints\n\
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\ - Methodology: Required approaches\n\n6. **Administrative** (ADMINISTRATIVE_*):\
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\ Process requirements\n - Registration: Portal accounts needed\n - Documentation:\
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\ Supporting documents\n - Language: Submission language\n - Format: Templates\
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\ and page limits\n\n**TEMPORAL TRACKING**:\n\nRequirements can change between\
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\ call publications. The `supersedes` field\nlinks to previous versions, and\
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\ `valid_from`/`valid_to` scope applicability:\n\n```\nFundingRequirement (current)\n\
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\ │\n ├── valid_from: 2025-01-15\n ├── requirement_value: \"\
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3\" (minimum partners)\n │\n └── supersedes ──→ FundingRequirement\
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\ (previous)\n │\n \
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\ ├── valid_from: 2024-01-15\n ├── valid_to: 2025-01-14\n\
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\ └── requirement_value: \"4\" (was 4 partners)\n\
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```\n\n**EXTRACTION PATTERN**:\n\nWhen extracting requirements from web sources:\n\
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\n1. Create WebObservation for the source page\n2. For each requirement found:\n\
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\ - Create FundingRequirement with observed_in → WebObservation\n - Classify\
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\ using FundingRequirementTypeEnum\n - Extract machine-readable value and\
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\ 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 -\
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\ requirement_type: PARTNERSHIP_MINIMUM_PARTNERS\n - requirement_text: \"\
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Minimum 3 independent legal entities from 3 different EU Member States\"\n \
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\ - requirement_value: \"3\"\n - requirement_unit: \"partners\"\n - is_mandatory:\
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\ true\n \n2. **Financial Requirement**\n - requirement_type: FINANCIAL_COFUNDING\n\
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\ - requirement_text: \"Co-funding of minimum 25% from non-EU sources required\"\
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\n - requirement_value: \"25\"\n - requirement_unit: \"percent\"\n - is_mandatory:\
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\ true\n \n3. **Open Access Requirement**\n - requirement_type: TECHNICAL_OPEN_ACCESS\n\
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\ - requirement_text: \"All peer-reviewed publications must be open access\
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\ (Plan S compliant)\"\n - requirement_value: \"immediate\"\n - is_mandatory:\
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\ 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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- applies_to_call
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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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- requirement_unit
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- requirement_value
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- source_section
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- specificity_annotation
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- supersede
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- template_specificity
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- valid_from
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- valid_to
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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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description: |
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Unique identifier for this funding requirement.
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Format: https://nde.nl/ontology/hc/requirement/{call-slug}/{requirement-slug}
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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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slot_uri: dcterms:type
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required: true
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range: FundingRequirementTypeEnum
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description: |
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Category of requirement from FundingRequirementTypeEnum.
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Enables filtering and matching of requirements across calls.
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See enum documentation for full category list.
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examples:
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- value: PARTNERSHIP_MINIMUM_PARTNERS
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description: Consortium size requirement
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- value: FINANCIAL_COFUNDING
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description: Match funding requirement
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- value: ELIGIBILITY_GEOGRAPHIC
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description: Country eligibility requirement
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requirement_text:
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slot_uri: skos:definition
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required: true
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range: string
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description: |
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Human-readable text of the requirement as stated in the source.
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Should preserve original wording for accuracy and citation.
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examples:
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- value: Minimum 3 independent legal entities from 3 different EU Member States
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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
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sources
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description: Co-funding requirement from call guidelines
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requirement_value:
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slot_uri: schema:value
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range: string
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description: |
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Machine-readable value extracted from requirement.
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Used with requirement_unit for structured queries.
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Format depends on requirement type:
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- Numeric: "3", "25", "500000"
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- Boolean: "true", "false"
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- Coded: "eu-member-states", "open-access"
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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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slot_uri: schema:unitText
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range: string
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description: |
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Unit of measurement for requirement_value.
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Enables interpretation of numeric values.
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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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description: |
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Whether this requirement is mandatory for eligibility (true)
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or preferred/optional (false).
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Defaults to true - most requirements are mandatory.
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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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slot_uri: prov:wasDerivedFrom
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required: true
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range: uriorcurie
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description: |
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WebObservation documenting where this requirement was found.
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Links requirement to its provenance:
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- Source URL
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- Retrieval timestamp
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- Extraction method
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- Original content
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PROV-O: prov:wasDerivedFrom links Entity to Activity
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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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description: |
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Section heading or location in source document where requirement was found.
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Aids verification and citation.
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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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supersede:
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slot_uri: dcterms:replaces
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range: uriorcurie
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description: |
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Previous version of this requirement (for change tracking).
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Creates version chain when requirements are updated between
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call publications or corrigenda.
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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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description: |
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Confidence score for this specific requirement extraction (0.0-1.0).
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May differ from WebObservation.extraction_confidence if some
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requirements on a page are clearer than others.
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Interpretation:
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- 0.9-1.0: Clear, explicit statement
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- 0.7-0.9: Reasonably clear, minor ambiguity
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- 0.5-0.7: Inferred or implicit
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- <0.5: Uncertain, needs verification
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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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specificity_annotation:
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range: SpecificityAnnotation
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inlined: true
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template_specificity:
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range: TemplateSpecificityScores
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inlined: true
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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 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
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3 independent legal entities established in 3 different EU Member States
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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_to_call: 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
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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
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30% must be covered by co-funding or 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_to_call: 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
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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
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publications under the conditions required by the Grant Agreement. Immediate
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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_to_call: 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
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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
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Ireland, Scotland or Wales). Projects 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_to_call: 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,
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community groups, local authorities, and social enterprises. Private individuals
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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_to_call: 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
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verification.
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description: Non-profit eligibility for National Lottery Heritage Fund
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