glam/schemas/20251121/linkml/modules/classes/CustodianArchive.yaml

363 lines
19 KiB
YAML

id: https://nde.nl/ontology/hc/class/CustodianArchive
name: custodian_archive_class
title: CustodianArchive Class
imports:
- linkml:types
- ./Custodian
- ./CustodianObservation
- ./ReconstructionActivity
- ./TimeSpan
- ./OrganizationalStructure
- ./CollectionManagementSystem
- ./Storage
- ../enums/ArchiveProcessingStatusEnum
- ../slots/has_or_had_access_restriction
- ../slots/is_or_was_accessioned_through
- ./AccessionEvent
- ../slots/has_or_had_note
- ./Note
- ../slots/has_or_had_description
- ../classes/Description
- ../slots/has_or_had_label
- ../classes/Label
# has_or_had_assigned_processor REMOVED - migrated to is_or_was_conducted_by + ProcessorAgent (Rule 53)
- ../slots/is_or_was_conducted_by
- ./ProcessorAgent
- ../slots/creating_agency
- ../slots/has_or_had_type
- ./CustodianType
- ../slots/has_or_had_quantity
- ./Quantity
- ../slots/id
- ../slots/lifecycle_phase_type
- ../slots/managing_unit
- ../slots/processing_completed_date
- ../slots/processing_priority
- ../slots/processing_started_date
- ../slots/processing_status
- ../slots/refers_to_custodian
- ../slots/specificity_annotation
- ../slots/is_or_was_appended_with
- ../slots/has_or_had_score
- ../slots/has_or_had_tracked_in_cm
- ../slots/is_or_was_transferred
- ./TransferEvent
- ../slots/temporal_extent
- ../slots/is_or_was_derived_from
- ../slots/is_or_was_generated_by
- ./SpecificityAnnotation
- ./TemplateSpecificityScore
- ./TemplateSpecificityType
- ./TemplateSpecificityTypes
- ../slots/has_appraisal_note
- ../slots/has_arrangement_note
- ./CustodianArchiveRecordSetType
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#
premis: http://www.loc.gov/premis/rdf/v3/
skos: http://www.w3.org/2004/02/skos/core#
wd: http://www.wikidata.org/entity/
schema: http://schema.org/
rdfs: http://www.w3.org/2000/01/rdf-schema#
xsd: http://www.w3.org/2001/XMLSchema#
classes:
CustodianArchive:
is_a: ReconstructedEntity
class_uri: rico:RecordSet
slots:
- has_or_had_access_restriction
- is_or_was_accessioned_through
- has_or_had_accumulation
- has_or_had_note
- has_or_had_description
- has_or_had_label
- has_or_had_assigned_processor
- creating_agency
- has_or_had_type
- has_or_had_quantity
- hold_or_held_record_set_type
- id
- lifecycle_phase_type
- managing_unit
- processing_completed_date
- processing_priority
- processing_started_date
- processing_status
- refers_to_custodian
- specificity_annotation
- is_or_was_stored_at
- is_or_was_appended_with
- has_or_had_score
- is_or_was_transferred
- temporal_extent
- is_or_was_derived_from
- is_or_was_generated_by
description: "Represents OPERATIONAL ARCHIVES created by a heritage custodian through its\ndaily activities that are NOT YET integrated into the formal heritage collection\n(CustodianCollection).\n\n**CRITICAL DISTINCTION - THREE-TIER RECORDS LIFECYCLE**:\n\n```\n\u250C\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\n\u2502 CustodianAdministration \u2502\n\u2502 \u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550 \u2502\n\u2502 ACTIVE records\
\ in daily use \u2502\n\u2502 - Current correspondence, invoices, personnel files \u2502\n\u2502 - Digital files on shared drives \u2502\n\u2502 - Email systems, databases \u2502\n\u2502 - Actively referenced and modified \u2502\n\u2502 - Managed by business units, NOT archives \u2502\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518\n \u2193\n (Retention period ends, \n \
\ transferred to archives)\n \u2193\n\u250C\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\n\u2502 CustodianArchive (THIS CLASS) \u2502\n\u2502 \u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550 \u2502\n\u2502 INACTIVE records awaiting archival processing \u2502\n\u2502 - Transferred from administration to archives \u2502\n\u2502 - In BACKLOG\
\ - may wait DECADES for processing \u2502\n\u2502 - Basic accession-level description only \u2502\n\u2502 - NOT searchable by researchers (no finding aid) \u2502\n\u2502 - Tracked in CMS for inventory purposes \u2502\n\u2502 - May undergo appraisal, arrangement, description \u2502\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518\n \u2193\n (Archival processing complete,\n finding aid created)\n \u2193\n\u250C\
\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\n\u2502 CustodianCollection \u2502\n\u2502 \u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550\u2550 \u2502\n\u2502 PROCESSED heritage collection \u2502\n\u2502 - Full finding aid available \u2502\n\u2502 - Searchable by researchers \u2502\n\u2502 - Arranged and described per archival\
\ standards \u2502\n\u2502 - Integrated into institution's public collection \u2502\n\u2502 - Managed as cultural heritage \u2502\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518\n```\n\n**WHY THIS MATTERS**:\n\nArchival institutions (national archives, municipal archives, corporate archives)\ncreate their OWN operational records through daily activities:\n- Correspondence with depositors\n- Acquisition documentation\n- Conservation reports\n- Staff files\n- Financial records\n- Research request logs\n\nThese institutional records are DISTINCT\
\ from the heritage collections they manage.\nA national archive managing 17th-century municipal records ALSO has its own\n20th-21st century operational archives that may take decades to process.\n\n**TEMPORAL REALITY**:\n\nProcessing backlogs are measured in DECADES, not months:\n- Large national archives: 30-50 year backlogs common\n- Government transfers: Often 20+ years before processing\n- Corporate archives: Legacy records may wait indefinitely\n\n**RiC-O ALIGNMENT**:\n\n- **rico:RecordSet**: Primary class for archival aggregations\n- **rico:hasAccumulationDate**: When records were accumulated (created/received)\n- **rico:hasAccumulator**: Agent that accumulated the records\n- **rico:Activity**: Processing activities (appraisal, arrangement, description)\n\n**RELATIONSHIP TO OTHER CLASSES**:\n\n- **CustodianAdministration**: Active records \u2192 transfers TO CustodianArchive\n- **CustodianCollection**: Processed archives \u2192 CustodianArchive transfers TO this\n- **CollectionManagementSystem**:\
\ Tracks CustodianArchive for inventory\n- **Storage**: Physical location of unprocessed archives\n- **OrganizationalStructure**: Unit responsible for processing\n\n**RELATIONSHIP TO LIFECYCLE TYPE CLASSES**:\n\nCustodianArchive (this class) is an INSTANCE class representing actual\noperational archives. It can be TYPED using lifecycle phase classifications:\n\n- **CurrentArchive** (Q3621648): Active records in daily use\n - skos:broaderTransitive links CustodianArchive \u2192 CurrentArchive type\n- **DepositArchive** (Q244904): Intermediate/semi-current records\n- **HistoricalArchive** (Q3621673): Permanent archival records\n\nUse `lifecycle_phase_type` slot to classify by lifecycle position.\n"
exact_mappings:
- rico:RecordSet
close_mappings:
- rico:RecordResource
- premis:IntellectualEntity
related_mappings:
- rico:hasAccumulationDate
- rico:Activity
- crm:E78_Curated_Holding
slot_usage:
id:
identifier: true
required: true
has_or_had_label:
range: Label
required: true
description: Name or title of the archive.
inlined: true
examples:
- value:
label_text: Director's Office Correspondence 2010-2020
description: Archive name
has_or_had_description:
range: Description
description: 'Description of the archive content and context.
Replaces has_archive_description per Rule 53.
'
inlined: true
examples:
- value:
has_or_had_description: Incoming and outgoing correspondence of the museum director including policy discussions, loan requests, and exhibition planning.
description: Archive content description
is_or_was_accessioned_through:
description: 'Accession event for the archive record set.
MIGRATED from has_accession_date and has_accession_number per Rule 53.
Uses AccessionEvent class with temporal_extent and has_or_had_identifier.
'
range: AccessionEvent
inlined: true
required: false
examples:
- value:
temporal_extent:
begin_of_the_begin: '2024-01-15'
has_or_had_identifier:
- has_or_had_value: 2024-0001
has_or_had_type: Accession Number
description: Records accessioned January 2024 with number
has_or_had_accumulation:
range: Accumulation
inlined: true
description: 'Accumulation period of the records.
MIGRATED from has_accumulation_start_date/end_date per Rule 53.
'
examples:
- value:
temporal_extent:
begin_of_the_begin: '1990-01-01'
end_of_the_end: '2020-12-31'
description: Accumulated 1990-2020
creating_agency:
range: string
required: false
has_or_had_type:
description: 'Type of custodian archive.
MIGRATED from has_or_had_type per Rule 53.
Uses CustodianType class.
'
range: CustodianType
inlined: true
examples:
- value:
has_or_had_label: Municipal Archive
description: Archive type
has_or_had_quantity:
range: Quantity
multivalued: true
inlined: true
description: 'Estimated or measured extent of the archive (e.g., linear meters, file count).
MIGRATED from estimated_extent per slot_fixes.yaml (Rule 53).
Uses Quantity class with is_estimate=true for estimates.
'
examples:
- value:
quantity_value: 25
has_or_had_measurement_unit:
has_or_had_label: linear meters
is_estimate: true
description: Physical extent estimate
- value:
quantity_value: 500
has_or_had_measurement_unit:
has_or_had_symbol: GB
has_or_had_description: ~50,000 files
is_estimate: true
description: Digital extent estimate
is_or_was_stored_at:
range: StorageLocation
multivalued: true
required: false
description: 'Physical or digital storage location for this archive.
MIGRATED from storage_location per slot_fixes.yaml (Rule 53).
Uses StorageLocation class for unified location modeling.
'
has_or_had_tracked_in_cm:
range: CollectionManagementSystem
multivalued: true
required: false
is_or_was_conducted_by:
description: |
Processor agent assigned to the archive.
MIGRATED from has_or_had_assigned_processor per Rule 53.
Uses ProcessorAgent class (wraps prov:Agent).
range: ProcessorAgent
required: false
inlined: true
examples:
- value:
has_or_had_name: "Dr. Maria van den Berg"
description: Senior archivist assigned
processing_started_date:
range: date
required: false
examples:
- value: '2024-03-01'
description: Processing started March 2024
processing_completed_date:
range: date
required: false
examples:
- value: '2024-09-15'
description: Processing completed September 2024
is_or_was_transferred:
description: 'Transfer events for this archive, including transfer to CustodianCollection.
Replaces bespoke transfer_to_collection_date slot.
'
range: TransferEvent
multivalued: true
inlined: true
inlined_as_list: true
required: false
examples:
- value:
temporal_extent:
begin_of_the_begin:
has_or_had_timestamp: '2024-10-01T00:00:00Z'
has_or_had_description:
description_text: Transferred to collection after processing complete
description: Transfer to CustodianCollection October 2024
is_or_was_appended_with:
description: The collection this archive was appended to after processing. Uses RiC-O is_or_was_appended_with predicate for temporal relationship between record sets.
range: uriorcurie
required: false
examples:
- value: https://nde.nl/ontology/hc/collection/rm-director-correspondence-2010-2020
description: Collection derived from this archive after processing
has_or_had_access_restriction:
range: string
required: false
examples:
- value: Closed - Contains personnel files with personal data
description: Privacy restriction
has_or_had_note:
description: 'Notes associated with the archive.
MIGRATED from has_or_had_notes per Rule 53.
Uses Note class.
'
range: Note
multivalued: true
inlined: true
examples:
- value:
id: https://nde.nl/ontology/hc/archive/rm/directors-correspondence-2010-2020
has_or_had_label:
label_text: Director's Office Correspondence 2010-2020
has_or_had_description:
has_or_had_description: Incoming and outgoing correspondence of the museum director including policy discussions, loan requests, and exhibition planning.
is_or_was_accessioned_through:
temporal_extent:
begin_of_the_begin: '2024-01-15'
has_or_had_identifier:
- has_or_had_value: RM-2024-0001
has_or_had_accumulation:
temporal_extent:
begin_of_the_begin: '2010-01-01'
end_of_the_end: '2020-12-31'
creating_agency: Director's Office
processing_status: UNPROCESSED
processing_priority: MEDIUM
has_or_had_quantity:
- quantity_value: 12
has_or_had_measurement_unit:
has_or_had_label: linear meters
has_or_had_description: 48 boxes
is_estimate: true
has_or_had_access_restriction: Restricted - Contains sensitive correspondence
refers_to_custodian: https://nde.nl/ontology/hc/nl-nh-ams-m-rm-q190804
description: Unprocessed director's correspondence awaiting archival processing
- value:
id: https://nde.nl/ontology/hc/archive/na/2015-gov-0234
has_or_had_label:
label_text: Ministry of Finance Records 1990-2005
has_or_had_description:
has_or_had_description: Financial policy records, budget documentation, and ministerial correspondence transferred under government archives law.
is_or_was_accessioned_through:
temporal_extent:
begin_of_the_begin: '2015-06-01'
has_or_had_identifier:
- has_or_had_value: NA-2015-GOV-0234
has_or_had_accumulation:
temporal_extent:
begin_of_the_begin: '1990-01-01'
end_of_the_end: '2005-12-31'
creating_agency: Ministry of Finance
processing_status: IN_ARRANGEMENT
processing_priority: HIGH
has_or_had_quantity:
- quantity_value: 85
has_or_had_measurement_unit:
has_or_had_label: linear meters
is_estimate: true
is_or_was_conducted_by:
has_or_had_name: "Dr. Jan de Vries"
processing_started_date: '2024-01-10'
has_or_had_notes:
- note_type: appraisal
note_content: Retained all policy files; weeded duplicate copies per retention schedule.
note_date: '2024-01-10'
refers_to_custodian: https://nde.nl/ontology/hc/nl-na
description: Government records in active processing (9 years after accession)
annotations:
custodian_types: "['*']"
custodian_types_rationale: Universal utility concept