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glam/schemas/20251121/linkml/modules/classes/Budget.yaml
kempersc f7bf1cc5ae Refactor schema slots and classes 
- Deleted obsolete slot definitions: statement_summary, statement_text, statement_type, status_name, supersede_articles, supersede_condition, supersede_name, temporal_dynamics, total_amount, typical_contents, use_cases, was_acquired_through, was_fetched_at, was_retrieved_at.
- Updated existing slot definitions for states_or_stated to enhance clarity and structure.
- Introduced new classes: Article, ConditionofAccess, FinancialStatementType, MaximumQuantity, Series, Summary, Type, and their respective slots to improve schema organization and usability.
- Added new slots: changes_or_changed_through, has_or_had_condition_of_access, has_or_had_heritage_type, is_or_was_part_of_series, is_or_was_retrieved_at, maximum_of_maximum to capture additional metadata and relationships.
2026-01-30 00:29:31 +01:00

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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/is_or_was_approved_on
- ../classes/Timestamp
- ../classes/TimeSpan
- ../slots/has_or_had_acquisition_budget
- ../slots/is_or_was_approved_by
- ../slots/has_or_had_currency
- ./Currency
- ../slots/has_or_had_description
- ../slots/has_or_had_label
- ../slots/has_or_had_status
- ./BudgetStatus
- ../slots/has_or_had_type
- ../slots/has_or_had_main_part
- ./MainPart
- ./BudgetType
- ../slots/allocates_or_allocated
- ./DigitizationBudget
- ../slots/is_or_was_based_on
- ./FinancialStatement
- ../slots/has_or_had_quantity
- ../classes/Quantity
- ../slots/has_or_had_unit
- ../classes/Unit
- ../slots/has_or_had_expenses
- ./Expenses
- ./ExpenseType
- ./ExpenseTypes
- ../slots/has_or_had_endowment_draw
- ../slots/includes_or_included
- ./ExternalFunding
- ../slots/temporal_extent
- ./TimeSpanType
- ./TimeSpanTypes
- ../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/has_or_had_score
- ../slots/has_or_had_quantity
- ../slots/temporal_extent
- ../slots/is_or_was_derived_from
- ../slots/is_or_was_generated_by
- ../slots/is_or_was_documented_by
- ./SpecificityAnnotation
- ./TemplateSpecificityScore
- ./TemplateSpecificityType
- ./TemplateSpecificityTypes
- ./Approver
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
- is_or_was_approved_by
- has_or_had_currency
- has_or_had_description
- has_or_had_label
- has_or_had_status
- has_or_had_type
- has_or_had_main_part
- allocates_or_allocated
- has_or_had_endowment_draw
- includes_or_included
- temporal_extent
- id
- innovation_budget
- internal_funding
- managing_unit
- operating_budget
- personnel_budget
- preservation_budget
- refers_to_custodian
- revision_date
- revision_number
- specificity_annotation
- has_or_had_score
- has_or_had_quantity
- temporal_extent
- is_or_was_derived_from
- is_or_was_generated_by
- is_or_was_documented_by
slot_usage:
id:
identifier: true
required: true
has_or_had_label:
range: string
required: true
description: Name/title for this budget document. MIGRATED from budget_name (2026-01-15) per Rule 53. Maps to dcterms:title as a formal title for a financial planning resource.
examples:
- value: Rijksmuseum Operating Budget FY2024
description: Major museum annual budget
- value: Noord-Hollands Archief Annual Budget 2024-2025
description: Provincial archive budget
has_or_had_description:
range: string
required: false
description: Narrative description of this budget document's scope and purpose. MIGRATED from budget_description (2026-01-15) per Rule 53. Maps to dcterms:description for financial planning documentation.
examples:
- value: Annual operating budget for fiscal year 2024, including major exhibition initiatives and digitization expansion.
description: Comprehensive budget description
has_or_had_type:
range: BudgetType
multivalued: true
required: true
description: 'Type(s) of budget classification.
MIGRATED from budget_type (2026-01-13).
Uses BudgetType class hierarchy for rich type semantics.
Common types: OperatingBudget, CapitalBudget, ProjectBudget,
AcquisitionBudget, ConservationBudget.
'
examples:
- value:
- OperatingBudget
- ConsolidatedBudget
description: Institution-wide operating budget
temporal_extent:
description: 'Validity period for this budget using CIDOC-CRM TimeSpan.
MIGRATED from valid_from + valid_to per slot_fixes.yaml (Rule 53).
Use begin_of_the_begin for budget effective date (was valid_from).
Use end_of_the_end for budget expiration date (was valid_to).
For precise dates, set begin_of_the_begin == end_of_the_begin.
'
range: TimeSpan
inlined: true
required: false
examples:
- value:
begin_of_the_begin: '2024-01-01'
end_of_the_begin: '2024-01-01'
begin_of_the_end: '2024-12-31'
end_of_the_end: '2024-12-31'
description: Calendar year budget with precise start/end
- value:
begin_of_the_begin: '2024-04-01'
end_of_the_begin: '2024-04-01'
begin_of_the_end: '2025-03-31'
end_of_the_end: '2025-03-31'
description: Government fiscal year budget (Apr-Mar)
has_or_had_quantity:
range: decimal
required: false
description: 'Total monetary amount for this budget.
FIXED: Previously used has_or_had_budget which has range: Budget
(for linking TO budgets). Now uses total_amount slot which has
range: decimal (for the actual monetary value).
'
examples:
- value: 45000000.0
description: EUR 45 million annual budget
has_or_had_currency:
range: Currency
inlined: true
required: true
description: Currency for all monetary amounts in this budget. MIGRATED from budget_currency (Rule 53) - changed from string to Currency class for richer currency metadata (ISO 4217 code, symbol, name).
examples:
- value:
currency_code: EUR
has_or_had_label: Euro
currency_symbol: "\u20AC"
description: Euro currency as structured Currency object
- value:
currency_code: USD
has_or_had_label: US Dollar
currency_symbol: $
description: US Dollar currency
operating_budget:
range: decimal
required: false
has_or_had_main_part:
range: MainPart
inlined: true
required: false
description: 'Capital budget allocation (infrastructure, equipment, major purchases).
MIGRATED from capital_budget per slot_fixes.yaml (Rule 53, 2026-01-22).
MainPart provides structured representation with Quantity for amount and currency metadata.
'
examples:
- value:
has_or_had_quantity:
quantity_value: 3000000.0
part_type: capital_budget
currency_code: EUR
description: Capital budget of 3 million EUR
has_or_had_acquisition_budget:
range: decimal
required: false
personnel_budget:
range: decimal
required: false
preservation_budget:
range: decimal
required: false
allocates_or_allocated:
range: DigitizationBudget
required: false
multivalued: true
inlined: true
description: Budget allocated for digitization activities. MIGRATED from digitization_budget (2026-01-25) per Rule 53.
innovation_budget:
range: decimal
required: false
includes_or_included:
range: ExternalFunding
multivalued: true
inlined: true
description: External funding sources and amounts. MIGRATED from external_funding (2026-01-26).
internal_funding:
range: decimal
required: false
has_or_had_endowment_draw:
range: decimal
required: false
description: Amount drawn from endowment fund. MIGRATED from endowment_draw per Rule 53 (2026-01-26).
has_approval_date:
range: date
required: false
is_or_was_approved_by:
description: Agent (person/organization) that approved this budget. MIGRATED from approved_by (2026-01-15) per Rule 39. Range changed from string to Approver class for structured approval tracking.
range: Approver
required: false
has_or_had_status:
description: 'MIGRATED from budget_status (Rule 53).
Current status of this budget in its lifecycle.
Uses BudgetStatus class for structured status tracking.
'
range: BudgetStatus
required: true
examples:
- value: '{value: "ACTIVE", is_or_was_effective_at: "2024-01-01"}'
description: Budget currently in effect
- value: '{value: "DRAFT", is_or_was_effective_at: "2023-10-01"}'
description: Budget under development
revision_number:
range: integer
required: false
revision_date:
range: date
required: false
is_or_was_documented_by:
description: 'Financial statements (actuals) documenting this budget (plan).
MIGRATED from documented_by string slot (2026-01-26).
Now links to FinancialStatement class.
'
range: FinancialStatement
multivalued: true
inlined: false
required: false
examples:
- value: https://nde.nl/ontology/hc/financial/rijksmuseum-annual-report-2024
description: Annual report auditing 2024 budget
refers_to_custodian:
range: Custodian
required: true
is_or_was_derived_from:
range: CustodianObservation
multivalued: true
required: false
is_or_was_generated_by:
range: ReconstructionActivity
required: false
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
has_or_had_label: Rijksmuseum Operating Budget FY2024
has_or_had_description: Annual operating budget for fiscal year 2024, including major exhibition initiatives and digitization expansion.
has_or_had_type:
- OperatingBudget
- ConsolidatedBudget
temporal_extent:
start_of_the_start: '2024-01-01'
end_of_the_end: '2024-12-31'
has_or_had_quantity: 45000000.0
has_or_had_currency:
currency_code: EUR
has_or_had_label: Euro
currency_symbol: "\u20AC"
operating_budget: 38000000.0
has_or_had_main_part:
has_or_had_quantity:
quantity_value: 3000000.0
part_type: capital_budget
currency_code: EUR
acquisition_budget: 2000000.0
personnel_budget: 22000000.0
preservation_budget: 1500000.0
allocates_or_allocated:
- has_or_had_quantity:
has_or_had_value: 500000.0
has_or_had_unit:
has_or_had_label: EUR
innovation_budget: 750000.0
includes_or_included:
- has_or_had_quantity:
quantity_value: 15000000.0
has_or_had_label: External Grants & Subsidies
internal_funding: 25000000.0
has_or_had_endowment_draw: 5000000.0
is_or_was_approved_on:
start_of_the_start: '2023-11-15'
is_or_was_approved_by:
approver_name: Board of Directors
has_or_had_status:
value: ACTIVE
is_or_was_effective_at: '2024-01-01'
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
has_or_had_label: Noord-Hollands Archief Annual Budget 2024-2025
has_or_had_description: Provincial archive annual budget aligned with government fiscal year.
has_or_had_type:
- OperatingBudget
- ConsolidatedBudget
temporal_extent:
start_of_the_start: '2024-04-01'
end_of_the_end: '2025-03-31'
has_or_had_quantity: 8500000.0
has_or_had_currency:
currency_code: EUR
has_or_had_label: Euro
currency_symbol: "\u20AC"
operating_budget: 7500000.0
has_or_had_main_part:
has_or_had_quantity:
quantity_value: 500000.0
part_type: capital_budget
currency_code: EUR
personnel_budget: 5200000.0
allocates_or_allocated:
- has_or_had_quantity:
has_or_had_value: 800000.0
has_or_had_unit:
has_or_had_label: EUR
includes_or_included:
- has_or_had_quantity:
quantity_value: 6000000.0
has_or_had_label: Province Subsidy
internal_funding: 2500000.0
is_or_was_approved_on:
start_of_the_start: '2024-03-01'
is_or_was_approved_by:
approver_name: Province of Noord-Holland
has_or_had_status:
value: ACTIVE
is_or_was_effective_at: '2024-04-01'
refers_to_custodian: https://nde.nl/ontology/hc/nl-nh-haa-a-nha
description: Regional archive government-funded budget
annotations:
specificity_score: 0.1
specificity_rationale: Generic utility class/slot created during migration
custodian_types: "['*']"
custodian_types_rationale: Universal utility concept
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