eff2f47f6f
- Created AuxiliaryDigitalPlatformTypeEnum.yaml to classify types of secondary digital platforms. - Created AuxiliaryPlaceTypeEnum.yaml to classify types of secondary physical locations. - Added OrganizationBranchTypeEnum.yaml for formal organizational branches at auxiliary locations. - Introduced auxiliary_places.yaml slot to link CustodianPlace to subordinate physical locations. - Introduced auxiliary_platforms.yaml slot to link DigitalPlatform to subordinate digital properties. - Added located_at.yaml slot to connect OrganizationalStructure to physical locations.
517 lines
22 KiB
YAML
517 lines
22 KiB
YAML
# OrganizationalStructure Class
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# Informal organizational units (departments, teams, groups)
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# NOT formally registered, but operational/functional structure
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id: https://nde.nl/ontology/hc/class/OrganizationalStructure
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name: OrganizationalStructure
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imports:
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- linkml:types
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- ./AuxiliaryPlace
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- ../slots/located_at
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classes:
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OrganizationalStructure:
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class_uri: org:OrganizationalUnit
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description: >-
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Informal organizational structure of a heritage custodian, representing
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operational departments, teams, divisions, or groups that are NOT formally
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registered as separate legal entities.
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**Distinction from GovernanceStructure**:
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- **GovernanceStructure**: Formal structure from legal registration
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(e.g., "National Archives is agency under Ministry OCW")
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- **OrganizationalStructure**: Informal/operational units
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(e.g., "Digital Preservation Team", "Public Services Department")
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**W3C ORG Alignment**:
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Maps to `org:OrganizationalUnit` - "An Organization such as a University
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Support Unit which is part of some larger FormalOrganization and only has
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full recognition within the context of that FormalOrganization, it is not
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a Legal Entity in its own right."
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**Scope**:
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- Departments (Collections, Education, Research, IT)
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- Teams (Digital Preservation, Conservation, Cataloging)
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- Programs (Outreach programs, fellowship programs)
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- Working groups (Metadata standards group, acquisitions committee)
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- Service units (Reading room, reference desk, storage facilities)
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**NOT in Scope** (use GovernanceStructure instead):
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- Formal sub-organizations with legal registration
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- Legally recognized branches or subsidiaries
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- Governance bodies from articles of incorporation
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**Temporal Dynamics**:
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Organizational units can be created, renamed, merged, or dissolved
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independently of the custodian's legal status. Track changes with
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`valid_from`/`valid_to` dates.
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**Example - National Archives**:
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```yaml
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CustodianLegalStatus:
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governance_structure: # FORMAL (from legal registration)
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structure_type: "Government agency"
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governance_body: "Reports to Ministry of OCW"
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Custodian:
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organizational_structure: # INFORMAL (operational)
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- unit_name: "Digital Preservation Department"
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unit_type: "department"
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description: "Manages born-digital archives"
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- unit_name: "Public Services Team"
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unit_type: "team"
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description: "Reading room, reference services"
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```
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slots:
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- id
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- unit_name
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- unit_type
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- parent_unit
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- staff_count
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- staff_members
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- managed_collections
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- located_at
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- contact_point
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- valid_from
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- valid_to
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- refers_to_custodian
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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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description: "Unique identifier for this organizational unit"
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examples:
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- value: "https://nde.nl/ontology/hc/org-unit/na-digital-preservation"
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description: "URI for National Archives Digital Preservation Dept"
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unit_name:
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required: true
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range: string
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description: >-
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Name of the organizational unit (department, team, division, group).
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Examples:
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- "Digital Preservation Department"
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- "Collections Management Team"
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- "Education and Outreach Division"
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- "Conservation Lab"
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examples:
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- value: "Digital Preservation Department"
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- value: "Public Services Team"
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- value: "Research and Documentation Division"
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unit_type:
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range: OrganizationalUnitTypeEnum
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description: >-
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Type of organizational unit.
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Types:
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- DEPARTMENT: Major organizational division (Collections, Education)
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- TEAM: Smaller functional group within department
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- DIVISION: Large-scale organizational segment
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- GROUP: Cross-functional working group or committee
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- PROGRAM: Specific programmatic unit (fellowship program, digitization project)
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- SERVICE: Service-oriented unit (reading room, reference desk)
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- LAB: Technical/scientific unit (conservation lab, digitization lab)
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examples:
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- value: "DEPARTMENT"
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- value: "TEAM"
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parent_unit:
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range: OrganizationalStructure
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description: >-
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Parent unit in organizational hierarchy.
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Allows nested organizational structures.
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Example:
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- "Conservation Team" is parent_unit of "Paper Conservation Lab"
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- "Collections Division" is parent_unit of "Acquisitions Department"
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examples:
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- value:
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unit_name: "Collections Division"
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description: "Parent of Acquisitions Dept"
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staff_count:
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range: integer
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description: >-
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Number of staff (FTE) in this unit (approximate).
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examples:
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- value: 12
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description: "12 FTE in Digital Preservation Dept"
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staff_members:
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slot_uri: org:hasMember
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range: PersonObservation
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multivalued: true
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inlined_as_list: true
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description: >-
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Staff members (PersonObservation instances) affiliated with this organizational unit.
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**W3C ORG Property**: `org:hasMember` - "Indicates a person who is a member of the subject Organization."
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- Domain: org:Organization (OrganizationalStructure)
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- Range: foaf:Agent (PersonObservation)
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- Inverse: `org:memberOf` (PersonObservation.unit_affiliation)
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**Bidirectional Relationship**:
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- **Forward**: OrganizationalStructure → PersonObservation (staff_members)
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- **Reverse**: PersonObservation → OrganizationalStructure (unit_affiliation)
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- Enables queries from both directions:
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- "Who works in this department?" (org unit → staff)
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- "Which department does this person work for?" (staff → org unit)
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**Temporal Consistency**:
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Person's employment dates should align with organizational unit validity:
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- PersonObservation.role_start_date >= OrganizationalStructure.valid_from
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- PersonObservation.role_end_date <= OrganizationalStructure.valid_to (if unit dissolved)
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**Use Cases**:
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1. **Department staffing analysis**: "How many conservators in Conservation Division?"
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2. **Expertise location**: "Which unit has manuscript conservation expertise?"
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3. **Reorganization impact**: "Track staff before/after merger event"
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4. **Contact directory**: "Find department head for Digital Services"
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**Data Quality**:
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- Complete staff rosters (all positions documented) = high-quality data
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- Partial rosters (only senior staff) = acceptable for historical analysis
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- Empty staff_members (no data) = indicates missing personnel records
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**Example - Conservation Division**:
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```yaml
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OrganizationalStructure:
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id: ".../org-unit/rm-conservation-division"
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unit_name: "Conservation Division"
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staff_count: 28 # Total FTE
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staff_members:
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- id: ".../person-obs/.../jane-smith/conservator-2013"
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person_name: "Dr. Jane Smith"
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staff_role: CONSERVATOR
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role_title: "Deputy Director, Conservation Division"
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- id: ".../person-obs/.../john-doe/conservator-2015"
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person_name: "John Doe"
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staff_role: CONSERVATOR
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role_title: "Senior Objects Conservator"
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```
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**Example - Staff Through Organizational Change**:
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```yaml
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# Before merger (2013-02-28)
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OrganizationalStructure:
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id: ".../org-unit/rm-paintings-conservation"
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unit_name: "Paintings Conservation Department"
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valid_to: "2013-02-28"
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staff_members:
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- person_name: "Dr. Jane Smith"
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role_end_date: "2013-02-28" # Ends with unit dissolution
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# After merger (2013-03-01)
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OrganizationalStructure:
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id: ".../org-unit/rm-conservation-division"
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unit_name: "Conservation Division"
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valid_from: "2013-03-01"
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staff_members:
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- person_name: "Dr. Jane Smith"
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role_start_date: "2013-03-01" # Starts with new unit
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affected_by_event: ".../event/rm-conservation-merger-2013"
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```
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**Query Pattern (SPARQL)**:
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```sparql
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# Find all conservators in an institution
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SELECT ?unitName ?personName ?roleTitle WHERE {
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?custodian hc:organizational_structure ?unit .
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?unit hc:unit_name ?unitName ;
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hc:staff_members ?person .
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?person hc:person_name ?personName ;
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hc:staff_role "CONSERVATOR" ;
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hc:role_title ?roleTitle .
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}
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```
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examples:
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- value:
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- id: "https://nde.nl/ontology/hc/person-obs/nl-na/john-doe/archivist-2015"
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person_name: "John Doe"
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staff_role: ARCHIVIST
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role_title: "Digital Preservation Manager"
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description: "Staff member in Digital Preservation Department"
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managed_collections:
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slot_uri: org:hasUnit
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range: CustodianCollection
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multivalued: true
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inlined_as_list: true
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description: >-
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Heritage collections managed by this organizational unit.
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**W3C ORG Pattern Extension**:
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W3C ORG's `org:hasUnit` typically models organizational hierarchy (organization → sub-unit).
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We extend this conceptually to organizational unit → managed collections.
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Rationale: Collections are "units" in the sense of organizational responsibilities.
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**Alternative Ontology Mappings**:
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- `crm:P50i_is_current_keeper_of` (CIDOC-CRM - inverse of P50_has_current_keeper)
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- `rico:isManagerOf` (RiC-O manages relationship)
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- `schema:isRelatedTo` (Schema.org general relationship)
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**Bidirectional Relationship**:
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- **Forward**: OrganizationalStructure → CustodianCollection (managed_collections)
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- **Reverse**: CustodianCollection → OrganizationalStructure (managing_unit)
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- Enables queries from both directions:
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- "What collections does this department manage?" (unit → collections)
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- "Which department manages this collection?" (collection → unit)
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**Temporal Consistency**:
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Collection custody dates should align with organizational unit validity:
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- CustodianCollection.valid_from >= OrganizationalStructure.valid_from
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- CustodianCollection.valid_to <= OrganizationalStructure.valid_to (if unit dissolved)
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**Use Cases**:
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1. **Collection Management Analysis**: "What collections does Paintings Department manage?"
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2. **Staffing + Collections Cross-Reference**: "Find curators AND collections in a department"
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3. **Organizational Change Impact**: "Track which collections were affected by merger"
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4. **Workload Analysis**: "How many collections per department?"
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**Data Quality**:
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- Complete collection inventory = high-quality data
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- Major collections only = acceptable for institutional overview
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- Empty managed_collections = unit has no collection management responsibilities
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**Example - Paintings Department**:
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```yaml
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OrganizationalStructure:
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id: ".../org-unit/rm-paintings-dept"
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unit_name: "Paintings Department"
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unit_type: DEPARTMENT
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staff_count: 15
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staff_members:
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- ".../person-obs/.../curator-dutch-paintings"
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- ".../person-obs/.../curator-flemish-paintings"
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managed_collections:
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- id: ".../collection/rm-dutch-paintings"
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collection_name: "Dutch Golden Age Paintings"
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extent: "1,200 objects"
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- id: ".../collection/rm-flemish-paintings"
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collection_name: "Flemish Baroque Paintings"
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extent: "450 objects"
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```
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**Example - Organizational Change (Collection Custody Transfer)**:
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```yaml
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# Before merger (2013-02-28)
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OrganizationalStructure:
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id: ".../org-unit/rm-paintings-conservation"
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unit_name: "Paintings Conservation Department"
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valid_to: "2013-02-28"
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managed_collections:
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- id: ".../collection/rm-paintings-in-conservation"
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collection_name: "Paintings Undergoing Conservation"
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valid_to: "2013-02-28" # Custody period ends
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# After merger (2013-03-01)
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OrganizationalStructure:
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id: ".../org-unit/rm-conservation-division"
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unit_name: "Conservation Division"
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valid_from: "2013-03-01"
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managed_collections:
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- id: ".../collection/rm-paintings-in-conservation"
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collection_name: "Paintings Undergoing Conservation"
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valid_from: "2013-03-01" # Custody transferred to new unit
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- id: ".../collection/rm-objects-in-conservation"
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collection_name: "Objects Undergoing Conservation"
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valid_from: "2013-03-01"
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# Collections consolidated under merged unit
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```
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**Query Pattern (SPARQL)**:
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```sparql
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# Find all collections + curators in a department
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PREFIX org: <http://www.w3.org/ns/org#>
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PREFIX hc: <https://nde.nl/ontology/hc/class/>
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PREFIX dcterms: <http://purl.org/dc/terms/>
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PREFIX schema: <http://schema.org/>
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SELECT ?collection_name ?extent ?curator_name ?role_title
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WHERE {
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<.../org-unit/rm-paintings-dept>
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org:hasUnit ?collection ;
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org:hasMember ?curator .
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?collection dcterms:title ?collection_name ;
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dcterms:extent ?extent .
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?curator hc:staff_role hc:CURATOR ;
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schema:name ?curator_name ;
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schema:jobTitle ?role_title .
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FILTER NOT EXISTS { ?curator schema:endDate ?end } # Still employed
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FILTER NOT EXISTS { ?collection time:hasEnd ?coll_end } # Active collection
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}
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```
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**Integration with PersonObservation**:
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Combining staff + collections enables queries like:
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- "Which curator manages the Medieval Manuscripts collection?"
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→ CustodianCollection.managing_unit → staff_members (role = CURATOR)
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- "What collections does Dr. Smith's department manage?"
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→ PersonObservation.unit_affiliation → managed_collections
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**Notes**:
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- Multivalued: Units typically manage multiple collections or sub-collections
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- Collections may transfer between units during reorganizations
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- Use temporal validity (valid_from/valid_to) to track custody history
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- Collections can be hierarchical: sub-collections inherit managing_unit from parent
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examples:
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- value:
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- id: "https://nde.nl/ontology/hc/collection/rm-dutch-paintings"
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collection_name: "Dutch Golden Age Paintings"
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extent: "1,200 objects"
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description: "Collection managed by Paintings Department"
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located_at:
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slot_uri: org:basedAt
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range: AuxiliaryPlace
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multivalued: true
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inlined_as_list: true
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description: >-
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Physical location (AuxiliaryPlace) where this organizational unit operates.
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**W3C ORG Alignment**:
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`org:basedAt` - "Indicates the site at which the Organization has its main
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administrative/operational presence."
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**Optional Slot**:
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Many organizational units don't have fixed locations:
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- Strategic Planning Committee (meets virtually)
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- Research Fellowship Program (no physical space)
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Only use when organizational unit has identifiable physical location.
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**Use Cases**:
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1. **Departments at Branch Locations**:
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- Conservation Team → located at Amersfoort Depot
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- Digitization Team → located at off-site facility
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2. **Teams Spanning Multiple Locations**:
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- IT Department → located at main building AND data center
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- Public Services → located at main reading room AND annex
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**Relationship to OrganizationBranch**:
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OrganizationalStructure.located_at provides OPTIONAL location link.
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OrganizationBranch.has_operational_unit provides hierarchical structure.
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```
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AuxiliaryPlace
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└── hosts_branch → OrganizationBranch
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└── has_operational_unit → OrganizationalStructure
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OrganizationalStructure
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└── located_at → AuxiliaryPlace (optional, direct link)
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```
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**Example**:
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```yaml
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OrganizationalStructure:
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unit_name: "Conservation Division"
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unit_type: DIVISION
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located_at:
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- place_name: "Conservation Lab - Main Building"
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- place_name: "Climate-Controlled Storage - Depot"
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```
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examples:
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- value:
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- place_name: "Depot Amersfoort"
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auxiliary_place_type: STORAGE_FACILITY
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description: "Organizational unit located at off-site storage"
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contact_point:
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range: string
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description: >-
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Contact information for unit (email, phone, URL).
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Can be structured as vCard in future versions.
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examples:
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- value: "digitization@nationalarchives.nl"
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- value: "https://nationalarchives.nl/services/reading-room"
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valid_from:
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range: date
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description: >-
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Date this organizational unit was established.
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Tracks organizational restructuring over time.
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examples:
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- value: "2015-01-01"
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description: "Digital Preservation Dept founded 2015"
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valid_to:
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range: date
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description: >-
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Date this organizational unit was dissolved or merged.
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NULL if still active.
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examples:
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- value: "2020-12-31"
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description: "Unit dissolved in 2020 reorganization"
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refers_to_custodian:
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required: true
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range: Custodian
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slot_uri: prov:qualifiedAttribution
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description: >-
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Links this organizational unit back to the custodian hub entity.
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Every organizational unit MUST refer to exactly one custodian.
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examples:
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- value:
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hc_id: "https://nde.nl/ontology/hc/cust/national-archives"
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description: "Unit belongs to National Archives"
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comments:
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- "OrganizationalStructure models INFORMAL operational units"
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- "GovernanceStructure models FORMAL legal structure"
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- "Both use org:OrganizationalUnit but at different levels"
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- "Units can be nested via parent_unit (hierarchical structure)"
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- "Temporal validity tracks organizational changes"
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- "NOT for legally registered sub-organizations (use CustodianLegalStatus)"
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- "NEW: located_at links organizational units to AuxiliaryPlace locations (optional)"
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- "Enables tracking which departments/teams operate at which physical sites"
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examples:
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- value:
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id: "https://nde.nl/ontology/hc/org-unit/na-digital-pres"
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unit_name: "Digital Preservation Department"
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unit_type: "DEPARTMENT"
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staff_count: 15
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contact_point: "digipres@nationalarchives.nl"
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valid_from: "2010-01-01"
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refers_to_custodian:
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hc_id: "https://nde.nl/ontology/hc/cust/national-archives-nl"
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description: "Digital preservation department example"
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- value:
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id: "https://nde.nl/ontology/hc/org-unit/rijks-conservation"
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unit_name: "Conservation Lab"
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unit_type: "LAB"
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parent_unit:
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unit_name: "Collections Care Division"
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staff_count: 8
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valid_from: "1885-07-13"
|
|
refers_to_custodian:
|
|
hc_id: "https://nde.nl/ontology/hc/cust/national-archives-nl"
|
|
description: "Digital preservation department example"
|
|
|
|
- value:
|
|
id: "https://nde.nl/ontology/hc/org-unit/rijks-conservation"
|
|
unit_name: "Conservation Lab"
|
|
unit_type: "LAB"
|
|
parent_unit:
|
|
unit_name: "Collections Care Division"
|
|
description: "Painting, paper, and textile conservation"
|
|
staff_count: 8
|
|
valid_from: "1885-07-13"
|
|
refers_to_custodian:
|
|
hc_id: "https://nde.nl/ontology/hc/cust/rijksmuseum"
|
|
description: "Museum conservation lab with parent division"
|