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glam/frontend/public/schemas/20251121/linkml/modules/classes/Budget.yaml
kempersc f9f3cc8e74 fix: resolve YAML import indentation and add missing slot descriptions 
Schema Improvements:
- Fix YAML import indentation across 800+ class files (sed: '^- ../' → '  - ../')
- Add descriptions to 26 inline slots missing them (lint warnings)
- Fix malformed imports in BirthPlace.yaml and CustodianObservation.yaml

Validation Results:
- linkml-lint: 4 warnings (intentional SCREAMING_CASE tier names)
- gen-owl: SUCCESS (164,069 lines generated)
- gen-json-schema: SUCCESS (9.4MB generated)

Files affected: 1,034 files, +23,908 -15,200 lines
2026-01-16 00:09:28 +01:00

426 lines
17 KiB
YAML
Raw Blame History

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/is_or_was_approved_by # MIGRATED: was ../slots/approved_by (2026-01-15)
# REMOVED - migrated to has_or_had_currency (Rule 53)
# - ../slots/budget_currency
- ../slots/has_or_had_currency
- ./Currency
- ../slots/has_or_had_description
- ../slots/has_or_had_label
# REMOVED - migrated to has_or_had_status with range BudgetStatus (Rule 53)
# - ../slots/budget_status
- ../slots/has_or_had_status
- ./BudgetStatus
- ../slots/has_or_had_type
- ../slots/capital_budget
- ./BudgetType
- ../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/has_or_had_budget # was: total_budget_amount - migrated per Rule 53 (2026-01-15)
# Migrated per slot_fixes.yaml (Rule 53) - 2026-01-14
# valid_from + valid_to → temporal_extent + TimeSpan (with begin_of_the_begin/end_of_the_end)
- ../slots/temporal_extent
# TimeSpan already imported above (line 9)
- ../slots/is_or_was_derived_from # was: was_derived_from - migrated per Rule 53
- ../slots/is_or_was_generated_by # was: was_generated_by - migrated per Rule 53
- ./SpecificityAnnotation
- ./TemplateSpecificityScores
- ./Approver # Added for is_or_was_approved_by migration (2026-01-15)
# REMOVED: ../slots/was_approved_by - migrated to is_or_was_approved_by (2026-01-15)
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 # MIGRATED: was approved_by (2026-01-15)
# REMOVED - migrated to has_or_had_currency (Rule 53)
# - budget_currency
- has_or_had_currency
- has_or_had_description
- has_or_had_label
# MIGRATED from budget_status to has_or_had_status (Rule 53)
# - budget_status
- has_or_had_status
- has_or_had_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
- has_or_had_budget # was: total_budget_amount - migrated per Rule 53 (2026-01-15)
# Migrated per slot_fixes.yaml (Rule 53) - 2026-01-14
# valid_from + valid_to → temporal_extent.begin_of_the_begin / temporal_extent.end_of_the_end
- temporal_extent # was: valid_from + valid_to
- is_or_was_derived_from # was: was_derived_from - migrated per Rule 53
- is_or_was_generated_by # was: was_generated_by - migrated per Rule 53
slot_usage:
id:
identifier: true
required: true
budget_name:
range: string
required: true
description: >-
DEPRECATED: Use has_or_had_label instead.
MIGRATION: 2026-01-15 - Replaced by has_or_had_label slot per Rule 53.
deprecated: "Use has_or_had_label instead"
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
budget_description:
range: string
required: false
description: >-
DEPRECATED: Use has_or_had_description instead.
MIGRATION: 2026-01-15 - Replaced by has_or_had_description slot per Rule 53.
deprecated: "Use has_or_had_description instead"
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
budget_type:
range: string
multivalued: true
required: true
description: |
DEPRECATED: Use has_or_had_type with BudgetType class instead.
MIGRATION: 2026-01-13 - Replaced by has_or_had_type slot.
deprecated: "Use has_or_had_type with BudgetType class instead"
examples:
- value:
- OPERATING
- CONSOLIDATED
description: Institution-wide operating budget
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
fiscal_year_start:
range: date
required: true
fiscal_year_end:
range: date
required: true
has_or_had_budget: # was: total_budget_amount - migrated per Rule 53 (2026-01-15)
range: decimal
required: false
examples:
- value: 45000000.0
description: EUR 45 million annual budget
# REMOVED - migrated to has_or_had_currency (Rule 53)
# budget_currency:
# range: string
# required: true
# examples:
# - value: EUR
# description: Euro currency
# - value: USD
# description: US Dollar currency
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: €
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
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
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
# MIGRATED from budget_status to has_or_had_status (Rule 53)
# budget_status:
# range: string
# required: true
# examples:
# - value: ACTIVE
# description: Current fiscal year budget in effect
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", effective_date: "2024-01-01"}'
description: Budget currently in effect
- value: '{value: "DRAFT", effective_date: "2023-10-01"}'
description: Budget under development
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
is_or_was_derived_from: # was: was_derived_from - migrated per Rule 53
range: CustodianObservation
multivalued: true
required: false
is_or_was_generated_by: # was: was_generated_by - migrated per Rule 53
range: ReconstructionActivity
required: false
temporal_extent: # was: valid_from + valid_to
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)
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.
budget_type:
- OPERATING
- CONSOLIDATED
fiscal_year_start: '2024-01-01'
fiscal_year_end: '2024-12-31'
total_budget_amount: 45000000.0
has_or_had_currency:
currency_code: EUR
has_or_had_label: Euro
currency_symbol: €
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'
is_or_was_approved_by:
approver_name: Board of Directors
has_or_had_status:
value: ACTIVE
effective_date: '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.
budget_type:
- OPERATING
- CONSOLIDATED
fiscal_year_start: '2024-04-01'
fiscal_year_end: '2025-03-31'
total_budget_amount: 8500000.0
has_or_had_currency:
currency_code: EUR
has_or_had_label: Euro
currency_symbol: €
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'
is_or_was_approved_by:
approver_name: Province of Noord-Holland
has_or_had_status:
value: ACTIVE
effective_date: '2024-04-01'
refers_to_custodian: https://nde.nl/ontology/hc/nl-nh-haa-a-nha
description: Regional archive government-funded budget
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