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glam/schemas/20251121/linkml/modules/classes/Budget.yaml
kempersc 0d5d48568d refactor(schema): centralize slot definitions per Rule 38 
- Remove slot_uri, description, mappings from slot_usage sections
- Move these properties to centralized slot files in modules/slots/
- Keep only class-specific overrides in slot_usage (required, inlined, examples)
- Update 1,499 centralized slot files with enriched definitions
- Clean 188 class files

Violations fixed:
- slot_uri in slot_usage: 1,676 → 0
- description in slot_usage: 2,287 → 0 (moved to centralized)

Schema still validates: 816 classes, 2028 slots, 127 enums
2026-01-11 23:27:17 +01:00

299 lines
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YAML
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id: https://nde.nl/ontology/hc/class/Budget
name: budget_class
title: Budget Class
imports:
- linkml:types
- ./Custodian
- ./CustodianObservation
- ./ReconstructionActivity
- ./TimeSpan
- ./OrganizationalStructure
- ./ReconstructedEntity
- ../slots/revision_date
- ../slots/has_approval_date
- ../slots/has_or_had_acquisition_budget
- ../slots/approved_by
- ../slots/budget_currency
- ../slots/budget_description
- ../slots/budget_name
- ../slots/budget_status
- ../slots/budget_type
- ../slots/capital_budget
- ../slots/digitization_budget
- ../slots/documented_by
- ../slots/endowment_draw
- ../slots/external_funding
- ../slots/fiscal_year_end
- ../slots/fiscal_year_start
- ../slots/id
- ../slots/innovation_budget
- ../slots/internal_funding
- ../slots/managing_unit
- ../slots/operating_budget
- ../slots/personnel_budget
- ../slots/preservation_budget
- ../slots/refers_to_custodian
- ../slots/revision_number
- ../slots/specificity_annotation
- ../slots/template_specificity
- ../slots/total_budget_amount
- ../slots/valid_from
- ../slots/valid_to
- ../slots/was_derived_from
- ../slots/was_generated_by
- ./SpecificityAnnotation
- ./TemplateSpecificityScores
- ../slots/was_approved_by
prefixes:
linkml: https://w3id.org/linkml/
hc: https://nde.nl/ontology/hc/
crm: http://www.cidoc-crm.org/cidoc-crm/
dcterms: http://purl.org/dc/terms/
rico: https://www.ica.org/standards/RiC/ontology#
prov: http://www.w3.org/ns/prov#
time: http://www.w3.org/2006/time#
org: http://www.w3.org/ns/org#
schema: http://schema.org/
frapo: http://purl.org/cerif/frapo/
classes:
Budget:
is_a: ReconstructedEntity
class_uri: frapo:FundingProgramme
description: "Represents an annual or multi-year BUDGET for a heritage custodian institution.\n\n**CRITICAL DISTINCTION\
\ - BUDGET vs. FINANCIAL STATEMENT**:\n\n| Budget | FinancialStatement |\n|--------|-------------------|\n| **PLAN**\
\ - intended allocations | **ACTUALS** - what actually happened |\n| Forward-looking | Backward-looking |\n| Approved\
\ by governance | Audited/reviewed |\n| May be revised during period | Final (unalterable after close) |\n| Internal\
\ planning document | External reporting document |\n\n**WHY MODEL BUDGETS FOR HERITAGE CUSTODIANS?**:\n\nUnderstanding\
\ custodian budgets is critical for:\n\n1. **Sustainability Assessment**: Is the institution financially viable?\n2.\
\ **Collection Development**: Budget allocations for acquisitions\n3. **Preservation Capacity**: Funding for conservation\
\ and digitization\n4. **Staffing Levels**: Personnel budget indicates operational capacity\n5. **Grant Planning**:\
\ Understanding baseline funding for grant applications\n6. **Partnership Potential**: Assessing capacity for collaborative\
\ projects\n\n**BUDGET TYPES FOR HERITAGE INSTITUTIONS**:\n\n- **Operating Budget**: Day-to-day operations (staff, utilities,\
\ supplies)\n- **Capital Budget**: Major investments (building, equipment, systems)\n- **Acquisition Budget**: Collection\
\ purchases and donations\n- **Project Budget**: Time-limited initiatives (digitization, exhibitions)\n- **Endowment\
\ Draw**: Spending from endowment principal/income\n\n**TEMPORAL PATTERN**:\n\nBudgets typically follow fiscal year\
\ cycles:\n- Calendar year (Jan-Dec): Common in private sector\n- Academic year: Universities, education providers\n\
- Government fiscal year: Varies by country (e.g., Apr-Mar in UK, Oct-Sep in US federal)\n\n**NONPROFIT/FOUNDATION CONTEXT**:\n\
\nHeritage custodians are predominantly nonprofits:\n- Netherlands: \"stichting\" (foundation), \"vereniging\" (association)\n\
- USA: 501(c)(3) organizations\n- UK: Charities, CICs\n\nBudget transparency is often legally required for nonprofits\
\ (Form 990, ANBI status).\n\n- **FRAPO** (Funding, Research Administration and Projects Ontology):\n - frapo:FundingProgramme\
\ for budget allocation\n - frapo:hasFunding for monetary amounts\n- **Schema.org**:\n - schema:MonetaryAmount for\
\ currency values\n - schema:Grant for external funding\n- **FIBO** (Financial Industry Business Ontology):\n - Provides\
\ sophisticated financial modeling (via Commons Ontology)\n"
exact_mappings:
- frapo:FundingProgramme
close_mappings:
- schema:FinancialProduct
- crm:E54_Dimension
related_mappings:
- schema:MonetaryAmount
- frapo:hasFunding
slots:
- has_or_had_acquisition_budget
- has_approval_date
- approved_by
- budget_currency
- budget_description
- budget_name
- budget_status
- budget_type
- capital_budget
- digitization_budget
- documented_by
- endowment_draw
- external_funding
- fiscal_year_end
- fiscal_year_start
- id
- innovation_budget
- internal_funding
- managing_unit
- operating_budget
- personnel_budget
- preservation_budget
- refers_to_custodian
- revision_date
- revision_number
- specificity_annotation
- template_specificity
- total_budget_amount
- valid_from
- valid_to
- was_derived_from
- was_generated_by
slot_usage:
id:
identifier: true
required: true
budget_name:
range: string
required: true
budget_description:
range: string
required: false
budget_type:
range: string
multivalued: true
required: true
examples:
- value:
- OPERATING
- CONSOLIDATED
description: Institution-wide operating budget
fiscal_year_start:
range: date
required: true
fiscal_year_end:
range: date
required: true
total_budget_amount:
range: decimal
required: false
examples:
- value: 45000000.0
description: EUR 45 million annual budget
budget_currency:
range: string
required: true
examples:
- value: EUR
description: Euro currency
- value: USD
description: US Dollar currency
operating_budget:
range: decimal
required: false
capital_budget:
range: decimal
required: false
has_or_had_acquisition_budget:
range: decimal
required: false
personnel_budget:
range: decimal
required: false
preservation_budget:
range: decimal
required: false
digitization_budget:
range: decimal
required: false
innovation_budget:
range: decimal
required: false
external_funding:
range: decimal
required: false
internal_funding:
range: decimal
required: false
endowment_draw:
range: decimal
required: false
has_approval_date:
range: date
required: false
was_approved_by:
range: string
required: false
budget_status:
range: string
required: true
examples:
- value: ACTIVE
description: Current fiscal year budget in effect
revision_number:
range: integer
required: false
revision_date:
range: date
required: false
managing_unit:
range: OrganizationalStructure
required: false
documented_by:
range: uriorcurie
multivalued: true
required: false
refers_to_custodian:
range: Custodian
required: true
was_derived_from:
range: CustodianObservation
multivalued: true
required: false
was_generated_by:
range: ReconstructionActivity
required: false
valid_from:
range: date
required: false
valid_to:
range: date
required: false
specificity_annotation:
range: SpecificityAnnotation
inlined: true
template_specificity:
range: TemplateSpecificityScores
inlined: true
comments:
- Represents PLANNED financial allocations (not actuals)
- 'Heritage-specific categories: acquisition, preservation, digitization budgets'
- Links to FinancialStatement via documented_by inverse relationship
- FRAPO frapo:FundingProgramme as primary ontology class
- Budget transparency often legally required for nonprofits
see_also:
- http://purl.org/cerif/frapo/FundingProgramme
- https://schema.org/FinancialStatement
- https://nde.nl/ontology/hc/class/Custodian
examples:
- value:
id: https://nde.nl/ontology/hc/budget/rm/fy2024
budget_name: Rijksmuseum Operating Budget FY2024
budget_description: Annual operating budget for fiscal year 2024, including major exhibition initiatives and digitization
expansion.
budget_type:
- OPERATING
- CONSOLIDATED
fiscal_year_start: '2024-01-01'
fiscal_year_end: '2024-12-31'
total_budget_amount: 45000000.0
budget_currency: EUR
operating_budget: 38000000.0
capital_budget: 3000000.0
acquisition_budget: 2000000.0
personnel_budget: 22000000.0
preservation_budget: 1500000.0
digitization_budget: 500000.0
innovation_budget: 750000.0
external_funding: 15000000.0
internal_funding: 25000000.0
endowment_draw: 5000000.0
approval_date: '2023-11-15'
approved_by: Board of Directors
budget_status: ACTIVE
refers_to_custodian: https://nde.nl/ontology/hc/nl-nh-ams-m-rm-q190804
description: Major museum annual operating budget
- value:
id: https://nde.nl/ontology/hc/budget/nha/fy2024-2025
budget_name: Noord-Hollands Archief Annual Budget 2024-2025
budget_description: Provincial archive annual budget aligned with government fiscal year.
budget_type:
- OPERATING
- CONSOLIDATED
fiscal_year_start: '2024-04-01'
fiscal_year_end: '2025-03-31'
total_budget_amount: 8500000.0
budget_currency: EUR
operating_budget: 7500000.0
capital_budget: 500000.0
personnel_budget: 5200000.0
digitization_budget: 800000.0
external_funding: 6000000.0
internal_funding: 2500000.0
approval_date: '2024-03-01'
approved_by: Province of Noord-Holland
budget_status: ACTIVE
refers_to_custodian: https://nde.nl/ontology/hc/nl-nh-haa-a-nha
description: Regional archive government-funded budget
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