glam/schemas/20251121/linkml/modules/classes/EncompassingBody.yaml
2025-12-06 19:50:04 +01:00

1718 lines
73 KiB
YAML

# EncompassingBody Class Hierarchy
# Models extra-organizational governance - parent organizations that encompass custodians
#
# Six subclasses representing different governance models:
# 1. UmbrellaOrganisation - Legal parent organizations (permanent hierarchy)
# 2. NetworkOrganisation - Service provider networks (temporary, centralized)
# 3. Consortium - Mutual assistance bodies (temporary, peer-to-peer)
# 4. Cooperative - Member-owned organizations (permanent, member governance)
# 5. SocialMovement - Value-driven movements (ideological, open participation)
# 6. FundingOrganisation - Grant-giving organizations (financial support)
#
# Key relationships:
# - Custodian.encompassing_body → EncompassingBody
# - EncompassingBody.data_license_policy → DataLicensePolicy
# - EncompassingBody.member_custodians → Custodian[]
# - FundingOrganisation.funding_schemes → FundingScheme[]
#
# Data Openness Patterns:
# - COOPERATIVE (OCLC): Typically MIXED or CLOSED data policy
# - SOCIAL_MOVEMENT (Wikimedia): Typically FULLY OPEN data policy
id: https://nde.nl/ontology/hc/class/EncompassingBody
name: EncompassingBody
imports:
- linkml:types
- ../enums/EncompassingBodyTypeEnum
- ./DataLicensePolicy
- ./Project
- ./Country
- ./Subregion
- ./Settlement
- ./Jurisdiction
- ./TimeSpan
# Import global slots
- ../slots/id
- ../slots/dissolution_date
- ../slots/data_license_policy
- ../slots/funding_source
- ../slots/description
- ../slots/website
- ../slots/legal_jurisdiction
prefixes:
linkml: https://w3id.org/linkml/
hc: https://nde.nl/ontology/hc/
org: http://www.w3.org/ns/org#
skos: http://www.w3.org/2004/02/skos/core#
schema: http://schema.org/
dcterms: http://purl.org/dc/terms/
tooi: https://identifier.overheid.nl/tooi/def/ont/
cpov: http://data.europa.eu/m8g/
foaf: http://xmlns.com/foaf/0.1/
odrl: http://www.w3.org/ns/odrl/2/
gleif_base: https://www.gleif.org/ontology/Base/
lcc_cr: https://www.omg.org/spec/LCC/Countries/CountryRepresentation/
default_prefix: hc
slots:
# NOTE: id imported from global slot ../slots/id.yaml
organization_name:
range: string
organization_type:
range: EncompassingBodyTypeEnum
# NOTE: description imported from global slot ../slots/description.yaml
organization_legal_form:
range: string
description: Legal form/structure of the encompassing body organization (e.g., "foundation", "corporation")
founding_date:
range: date
# NOTE: dissolution_date imported from global slot ../slots/dissolution_date.yaml
member_custodians:
range: uriorcurie
multivalued: true
governance_authority:
range: string
service_offerings:
range: string
multivalued: true
membership_criteria:
range: string
external_identifiers:
range: uriorcurie
multivalued: true
description: External identifier URIs for this encompassing body (Wikidata, VIAF, etc.)
# NOTE: website imported from global slot ../slots/website.yaml
projects:
slot_uri: org:hasSubOrganization
range: Project
multivalued: true
description: |
Projects and initiatives run by this encompassing body.
Links EncompassingBody (organizer) to Project instances that represent
time-limited initiatives in which Custodians participate.
**Inverse of Project.organizing_body**:
- EncompassingBody → projects → Project[]
- Project → organizing_body → EncompassingBody
**Navigation Pattern**:
From EncompassingBody, access all projects it has run.
From Project, access organizing body and participating custodians.
**Examples**:
- NDE (NetworkOrganisation) → projects → [Versnellen 2024, Versnellen 2023, ...]
- OCLC (Cooperative) → projects → [Linked Data Initiative, WorldCat Migration, ...]
**Ontology Note**: Uses W3C ORG `org:hasSubOrganization` because Project
is modeled as `org:OrganizationalCollaboration` (a subclass of `org:Organization`).
This property indicates hierarchical containment. Alternative `schema:subjectOf`
was semantically incorrect (means "thing this is described by/about").
**Primarily used by**:
- NetworkOrganisation: Service networks running programs for members
- Cooperative: Member-owned organizations running collaborative projects
- Consortium: Consortia running shared initiatives
Less common for UmbrellaOrganisation (legal parents typically don't run
projects directly - their subsidiary custodians do).
# NOTE: data_license_policy imported from global slot ../slots/data_license_policy.yaml
area_served:
slot_uri: schema:areaServed
range: string
multivalued: true
description: |
Geographic area where this encompassing body operates or provides services.
Uses Schema.org `schema:areaServed` property to define the field of operation
for networks, consortia, cooperatives, and social movements.
**Linking Options:**
- Country reference (ISO 3166-1 alpha-2): "NL", "DE", "EU"
- Subregion reference (ISO 3166-2): "NL-NH", "DE-BY", "US-CA"
- Supranational reference: "EU", "BENELUX", "ASEAN"
- Free text for complex areas: "Western Europe", "Mediterranean Basin"
**Usage by EncompassingBody Type:**
- **NetworkOrganisation**: Service delivery area
- Example: NDE serves "NL" (Netherlands)
- Example: Europeana serves "EU" (European Union members)
- **Consortium**: Collaboration coverage area
- Example: Dutch University Libraries Consortium serves "NL"
- **Cooperative**: Member service territory
- Example: OCLC serves worldwide ("GLOBAL")
- **SocialMovement**: Movement participation area
- Example: Wikimedia operates "GLOBAL"
- **UmbrellaOrganisation**: Use `legal_jurisdiction` instead for legal scope
**Distinguished from legal_jurisdiction:**
- area_served: Where services are DELIVERED or members operate
- legal_jurisdiction: Legal AUTHORITY over member organizations
**Examples:**
```yaml
NetworkOrganisation:
organization_name: "Digital Heritage Network Netherlands"
area_served:
- "NL" # Netherlands only
NetworkOrganisation:
organization_name: "Europeana"
area_served:
- "EU" # European Union
- "EEA" # Plus EEA countries
Cooperative:
organization_name: "OCLC"
area_served:
- "GLOBAL" # Worldwide operation
```
**Ontology Alignment:**
- Schema.org: `schema:areaServed` - "The geographic area where a service
or offered item is provided."
- Note: `schema:serviceArea` was deprecated in favor of `areaServed`
# NOTE: legal_jurisdiction imported from global slot ../slots/legal_jurisdiction.yaml
# FundingOrganisation-specific slots
implements_agenda:
slot_uri: org:linkedTo
range: uriorcurie
multivalued: true
description: |
Strategic agendas that this funding organisation implements through its funding calls.
Links FundingOrganisation to FundingAgenda instances that define the strategic
priorities guiding funding allocation.
**Relationship Chain**:
```
FundingAgenda (e.g., NWA, Horizon Europe SP)
└── implemented by → FundingOrganisation (e.g., NWO, REA)
└── issues → CallForApplication[]
```
**Usage Examples**:
- NWO implements Dutch Research Agenda (NWA)
- REA implements Horizon Europe Strategic Plan
- EACEA implements Creative Europe objectives
**Inverse of FundingAgenda.implementing_organisations**:
- FundingAgenda → implementing_organisations → FundingOrganisation[]
- FundingOrganisation → implements_agenda → FundingAgenda[]
examples:
- value: "https://nde.nl/ontology/hc/agenda/nl/nwa"
description: "NWO implements Dutch Research Agenda"
- value: "https://nde.nl/ontology/hc/agenda/eu/horizon-europe-sp-2021-2024"
description: "REA implements Horizon Europe Strategic Plan"
issued_calls:
slot_uri: schema:makesOffer
range: uriorcurie
multivalued: true
description: |
Funding calls issued by this funding organisation.
Links FundingOrganisation to CallForApplication instances representing
specific funding opportunities.
**Inverse of CallForApplication.issuing_organisation**:
- FundingOrganisation → issued_calls → CallForApplication[]
- CallForApplication → issuing_organisation → FundingOrganisation
Uses schema:makesOffer (FundingOrganisation makes funding offers via calls).
examples:
- value: "https://nde.nl/ontology/hc/call/ec/cl2-2025-heritage-01"
description: "Horizon Europe CL2 2025 heritage call"
funding_focus:
range: string
multivalued: true
description: |
Focus areas for funding activities (heritage sectors, themes, activities).
Used by FundingOrganisation to describe what types of projects it funds.
examples:
- value: "Visual arts and cultural heritage"
- value: "Museum acquisitions"
- value: "Conservation and restoration"
- value: "Digital infrastructure"
funding_schemes:
slot_uri: schema:hasFundingProgram
range: string
multivalued: true
description: |
Named funding programs offered by a FundingOrganisation.
Each scheme typically has its own application process, criteria, and budget.
Maps to Schema.org FundingScheme concept.
examples:
- value: "Project Grants for Museums"
- value: "Conservation Subsidy Programme"
- value: "Starting Grant"
- value: "Consolidator Grant"
total_annual_budget:
range: string
description: |
Approximate annual budget available for grants (for context).
Format: "€X million" or "€X-Y million range"
examples:
- value: "€30 million"
- value: "€2.5 billion (Horizon Europe ERC share)"
# NOTE: funding_source imported from global slot ../slots/funding_source.yaml
programme_period:
slot_uri: schema:temporalCoverage
range: TimeSpan
description: |
The temporal period during which a funding programme operates.
Many EU and national funding programmes have defined programming periods
(e.g., Horizon Europe 2021-2027, Creative Europe 2021-2027). This slot
captures the programme's temporal extent using CIDOC-CRM TimeSpan pattern.
**Use Cases**:
- EU Framework Programmes (7-year cycles)
- National funding programme periods
- Time-limited grant schemes
- Historical funding programmes (closed)
**TimeSpan Mapping**:
For programmes with precise dates (common for EU programmes):
- Set begin_of_the_begin = end_of_the_begin (exact start)
- Set begin_of_the_end = end_of_the_end (exact end)
For ongoing programmes with uncertain end:
- Set begin_of_the_begin/end_of_the_begin (start date)
- Leave end dates null
**Examples**:
- Horizon Europe: 2021-01-01 to 2027-12-31
- Creative Europe: 2021-01-01 to 2027-12-31
- Digital Europe: 2021-01-01 to 2027-12-31
- Mondriaan Fund: No fixed end (ongoing, leave end null)
examples:
- value:
begin_of_the_begin: "2021-01-01T00:00:00Z"
end_of_the_begin: "2021-01-01T00:00:00Z"
begin_of_the_end: "2027-12-31T23:59:59Z"
end_of_the_end: "2027-12-31T23:59:59Z"
description: "Horizon Europe 2021-2027 programming period"
- value:
begin_of_the_begin: "1994-01-01T00:00:00Z"
end_of_the_begin: "1994-01-01T00:00:00Z"
description: "Mondriaan Fund - ongoing since 1994 (no end date)"
classes:
EncompassingBody:
class_uri: org:Organization
abstract: true
description: |
An extra-organizational governance entity that encompasses, oversees, or coordinates
heritage custodian organizations. Represents the broader organizational context in which
custodians operate, extending beyond internal organizational structure (OrganizationalStructure)
and legal registration (CustodianLegalStatus.governance_structure).
**SIX TYPES OF ENCOMPASSING BODIES**:
1. **UmbrellaOrganisation** - LEGAL parent organizations
- Defined in articles of association, foundation statutes, or legislation
- Permanent hierarchical legal structure
- Example: Ministry of OCW governing National Archives
2. **NetworkOrganisation** - SERVICE provider networks
- Temporary agreements/treaties providing services to members
- NOT legally imposed, members choose to participate
- Example: Digital Heritage Network providing preservation services
3. **Consortium** - MUTUAL assistance bodies
- Temporary collaborative agreements for mutual benefit
- Members help each other (peer-to-peer)
- Example: Library Consortium for shared cataloging
4. **Cooperative** - MEMBER-OWNED organizations
- Permanent legal structure with member governance
- Members are owners, contributors, AND consumers
- Typically MIXED or CLOSED data policy
- Example: OCLC (library cooperative)
5. **SocialMovement** - VALUE-DRIVEN movements
- Open participation based on shared ideological values
- Typically FULLY OPEN data policy (openness as core value)
- Example: Wikimedia Foundation/Movement
6. **FundingOrganisation** - GRANT-GIVING organizations
- Provides financial resources (grants, subsidies) to custodians
- No governance authority over recipients
- Example: Mondriaan Fund, European Research Council
**Key Distinction from GovernanceStructure**:
- **GovernanceStructure** (on CustodianLegalStatus): Internal structure of the legal entity itself
(board of trustees, directors, departments)
- **EncompassingBody**: External parent/umbrella organizations that govern or coordinate
multiple custodians
**Key Distinction from OrganizationalStructure**:
- **OrganizationalStructure** (on Custodian): Internal operational units
(departments, teams, divisions)
- **EncompassingBody**: External organizations that custodian is part of or member of
**Ontological Alignment**:
- W3C ORG: `org:Organization` (parent class for all organizational entities)
- TOOI: `tooi:Samenwerkingsorganisatie` (Dutch collaborative organizations)
- Schema.org: `schema:Organization`, `schema:Consortium`, `schema:FundingAgency`
- CPOV: `cpov:PublicOrganisation` (for public sector umbrella bodies)
- FOAF: `foaf:Organization`
**Relationship Properties**:
Uses `org:subOrganizationOf` from Custodian → EncompassingBody to express:
- "National Archives is sub-organization of Ministry OCW" (UmbrellaOrganisation)
- "Museum is member of Digital Heritage Network" (NetworkOrganisation)
- "Library participates in Cataloging Consortium" (Consortium)
- "Museum received grant from Mondriaan Fund" (FundingOrganisation - via schema:funder)
slots:
- id
- organization_name
- organization_type
- description
- organization_legal_form
- founding_date
- dissolution_date
- member_custodians
- governance_authority
- service_offerings
- membership_criteria
- external_identifiers
- website
- data_license_policy
- projects
- area_served
- legal_jurisdiction
slot_usage:
id:
identifier: true
required: true
range: uriorcurie
description: |
Unique identifier for this encompassing body.
Format: https://nde.nl/ontology/hc/encompassing-body/{type}/{slug}
pattern: "^https://nde\\.nl/ontology/hc/encompassing-body/[a-z-]+/[a-z0-9-]+$"
examples:
- value: "https://nde.nl/ontology/hc/encompassing-body/umbrella/nl-ministry-ocw"
description: "URI for Ministry OCW as umbrella organization"
- value: "https://nde.nl/ontology/hc/encompassing-body/network/digital-heritage-nl"
description: "URI for Digital Heritage Network"
organization_name:
slot_uri: skos:prefLabel
required: true
range: string
description: |
Official name of the encompassing organization.
SKOS: prefLabel for preferred label.
examples:
- value: "Ministerie van Onderwijs, Cultuur en Wetenschap"
description: "Dutch Ministry of Education, Culture and Science"
- value: "Digital Heritage Network"
description: "Service network for digital preservation"
organization_type:
required: true
range: EncompassingBodyTypeEnum
description: |
Type of encompassing body (UMBRELLA, NETWORK, CONSORTIUM).
Determines governance model and relationship nature.
examples:
- value: "UMBRELLA"
description: "Legal parent organization"
- value: "NETWORK"
description: "Service provider network"
description:
range: string
description: |
Textual description of the encompassing body's role, mandate, and scope.
examples:
- value: >-
The Ministry of OCW oversees national cultural heritage institutions
including the National Archives, Rijksmuseum, and National Library.
organization_legal_form:
slot_uri: org:classification
range: string
description: |
Legal form of the encompassing organization (ministry, foundation, association, etc.).
W3C ORG: classification for organizational type classification.
examples:
- value: "Government ministry"
- value: "Non-profit foundation"
- value: "Professional association"
founding_date:
slot_uri: schema:foundingDate
range: date
description: |
Date when the encompassing organization was established.
Schema.org: foundingDate for organization establishment.
examples:
- value: "1965-07-01"
description: "Ministry established July 1965"
dissolution_date:
slot_uri: schema:dissolutionDate
range: date
description: |
Date when the encompassing organization was dissolved (if applicable).
NULL if still active.
examples:
- value: "2020-12-31"
description: "Consortium dissolved end of 2020"
member_custodians:
slot_uri: org:hasSubOrganization
range: uriorcurie
multivalued: true
inlined_as_list: true
description: |
Heritage custodians that are members of or governed by this encompassing body.
**URI References**: URIs to Custodian entities (avoids circular dependency).
Format: https://nde.nl/ontology/hc/{country}/{institution-slug}
**W3C ORG Property**: `org:hasSubOrganization` - "Represents hierarchical
containment of Organizations or OrganizationalUnits; indicates an Organization
which is a sub-part or child of this Organization."
- Domain: org:Organization (EncompassingBody)
- Range: org:Organization (Custodian)
- Inverse: `org:subOrganizationOf` (from Custodian)
**Relationship Types by EncompassingBody Type**:
- **UmbrellaOrganisation**: Legal subordination (ministry → national archives)
- **NetworkOrganisation**: Service membership (network → participating museums)
- **Consortium**: Collaborative participation (consortium → member libraries)
**Temporal Dynamics**:
Membership can change over time - custodians join/leave networks, ministries
reorganize, consortia evolve. Track changes with temporal validity.
examples:
- value: "https://nde.nl/ontology/hc/nl/nationaal-archief"
description: "URI reference to National Archives"
governance_authority:
range: string
description: |
Nature and extent of governance authority this body exercises over members.
**UmbrellaOrganisation**: Strong authority (sets policy, approves budgets, appoints directors)
**NetworkOrganisation**: Service authority (defines service standards, coordinates activities)
**Consortium**: Coordination authority (facilitates collaboration, no direct control)
examples:
- value: >-
Ministry exercises budgetary oversight and appoints institutional directors.
description: "Umbrella authority example"
- value: >-
Network coordinates digital preservation services but members retain autonomy.
description: "Network authority example"
service_offerings:
range: string
multivalued: true
description: |
Services provided by this encompassing body to member custodians.
**Primarily for NetworkOrganisation and Consortium types**.
UmbrellaOrganisations typically provide governance, not services.
examples:
- value: "Digital preservation infrastructure"
- value: "Shared cataloging platform"
- value: "Professional development training"
- value: "Bulk licensing negotiations"
membership_criteria:
range: string
description: |
Criteria for custodians to become members of this encompassing body.
**UmbrellaOrganisation**: Defined by law/statute (non-voluntary)
**NetworkOrganisation**: Service eligibility criteria (voluntary)
**Consortium**: Membership agreement criteria (voluntary)
examples:
- value: "Dutch government heritage institutions established by law"
description: "Umbrella criteria (non-voluntary)"
- value: "Museums with digitization programs seeking preservation services"
description: "Network criteria (voluntary)"
external_identifiers:
slot_uri: dcterms:identifier
range: uriorcurie
multivalued: true
inlined_as_list: true
description: |
External identifiers for this encompassing organization (Wikidata, VIAF, etc.).
**URI Format**: Use standard identifier URIs:
- Wikidata: http://www.wikidata.org/entity/Q2294910
- VIAF: https://viaf.org/viaf/123456789
- ISNI: https://isni.org/isni/0000000123456789
examples:
- value: "http://www.wikidata.org/entity/Q2294910"
description: "Wikidata URI for Dutch Ministry OCW"
website:
slot_uri: schema:url
range: uri
description: |
Official website of the encompassing organization.
examples:
- value: "https://www.rijksoverheid.nl/ministeries/ministerie-van-onderwijs-cultuur-en-wetenschap"
description: "Ministry OCW website"
projects:
slot_uri: org:hasSubOrganization
range: Project
multivalued: true
inlined_as_list: true
description: |
Projects and initiatives run by this encompassing body.
Links EncompassingBody (organizer) to Project instances that represent
time-limited initiatives in which Custodians participate.
**Inverse of Project.organizing_body**:
- EncompassingBody → projects → Project[]
- Project → organizing_body → EncompassingBody
**Navigation Pattern**:
From EncompassingBody, access all projects it has run over time.
From Project, access the organizing body and participating custodians.
**Examples**:
- NDE (NetworkOrganisation) runs: Versnellen 2024, Versnellen 2023, ...
- OCLC (Cooperative) runs: Linked Data Initiative, WorldCat Migration, ...
- Europeana (NetworkOrganisation) runs: Common Culture, Aggregation 2024, ...
**Why on EncompassingBody?**:
Projects are collaborative initiatives that coordinate MULTIPLE custodians.
They are typically run by networks, cooperatives, or consortia - not by
individual custodians. The organizing body provides the framework, funding,
and coordination for the project.
**Ontology Alignment**:
Uses W3C ORG `org:hasSubOrganization` because Project is modeled as
`org:OrganizationalCollaboration` (a subclass of `org:Organization`).
This property indicates hierarchical containment of Organizations.
**Temporal Dynamics**:
Projects have defined lifecycles (PROPOSED → IN_PROGRESS → COMPLETED).
EncompassingBodies may run multiple projects simultaneously or sequentially.
Track historical projects for organizational memory.
examples:
- value:
- project_id: "https://nde.nl/ontology/hc/project/nde/versnellen-2024"
project_name: "Versnellen 2024"
project_status: "IN_PROGRESS"
- project_id: "https://nde.nl/ontology/hc/project/nde/versnellen-2023"
project_name: "Versnellen 2023"
project_status: "COMPLETED"
description: "NDE's acceleration programs"
area_served:
slot_uri: schema:areaServed
range: string
multivalued: true
inlined_as_list: true
description: |
Geographic areas where this encompassing body operates.
Use ISO codes (NL, DE-BY, EU) or descriptive strings (GLOBAL).
examples:
- value: "NL"
description: "Netherlands national coverage"
- value: "EU"
description: "European Union coverage"
- value: "GLOBAL"
description: "Worldwide operation"
legal_jurisdiction:
slot_uri: gleif_base:hasLegalJurisdiction
range: Jurisdiction
description: |
Legal jurisdiction for umbrella organizations.
Primarily used by UmbrellaOrganisation to define legal scope.
exact_mappings:
- org:Organization
close_mappings:
- tooi:Samenwerkingsorganisatie
- schema:Organization
- cpov:PublicOrganisation
- foaf:Organization
comments:
- "EncompassingBody is abstract - use one of six concrete subclasses"
- "Extends governance modeling BEYOND internal structure to external relationships"
- "Complements but does not replace GovernanceStructure or OrganizationalStructure"
- "Six types reflect different relationship models: legal (umbrella), service (network), collaborative (consortium), ownership (cooperative), ideological (social movement), financial (funding)"
UmbrellaOrganisation:
is_a: EncompassingBody
class_uri: org:FormalOrganization
description: |
A legal parent organization with formal governance authority over heritage custodians,
defined in articles of association, foundation statutes, or legislation. Represents
PERMANENT hierarchical legal structures.
**Characteristics**:
- **Legal basis**: Defined in founding documents, statutes, or laws
- **Authority**: Strong governance authority (budgets, appointments, policy)
- **Permanence**: Permanent structure (changes require legal amendments)
- **Relationship**: Legal subordination (parent-child hierarchy)
**Examples**:
- **Ministry governing national cultural institutions**:
- Ministry of OCW → National Archives, Rijksmuseum, National Library
- Defined in Dutch government legislation
- **Foundation board governing museum**:
- Museum Board of Trustees → Museum operations
- Defined in foundation statutes
- **University governing university libraries**:
- University administration → University library system
- Defined in university charter
- **Religious order governing monastery archives**:
- Franciscan Order → Franciscan Archive
- Defined in religious constitution
**Ontological Alignment**:
- W3C ORG: `org:FormalOrganization` - "An Organization which is recognized in
the world at large, in particular in legal jurisdictions, with associated rights
and responsibilities."
- TOOI: `tooi:Ministerie`, `tooi:RegionaalOpenbaarLichaam` (Dutch government bodies)
- CPOV: `cpov:PublicOrganisation` (for public sector umbrella bodies)
- Schema.org: `schema:GovernmentOrganization`, `schema:EducationalOrganization`
**Temporal Dynamics**:
Umbrella relationships typically persist over long periods. Changes occur through:
- Government reorganizations (ministries merge/split)
- Legal entity changes (foundation restructuring)
- Policy reforms (agencies transferred between ministries)
slot_usage:
organization_type:
range: EncompassingBodyTypeEnum
required: true
ifabsent: "string(UMBRELLA)"
description: "Must be UMBRELLA for UmbrellaOrganisation"
governance_authority:
required: true
description: |
Detailed description of legal governance authority.
Must document legal basis (statute, law, articles of association).
examples:
- value: >-
Ministry OCW exercises governance authority over National Archives under
Dutch Heritage Act 2016. Authority includes budget approval, director
appointment, and policy oversight.
organization_legal_form:
required: true
description: "Legal form is required for umbrella organizations"
examples:
- value: "Government ministry"
- value: "Foundation board"
- value: "University governing body"
legal_jurisdiction:
required: true
range: Jurisdiction
description: |
Legal jurisdiction where this umbrella organization has authority.
Required for UmbrellaOrganisation because legal parent-child relationships
are defined by law within specific jurisdictions.
**Examples:**
- Ministry of OCW: jurisdiction_type=NATIONAL, country=NL
- Bavarian State Ministry: jurisdiction_type=SUBNATIONAL, subregion=DE-BY
- University of Amsterdam: jurisdiction_type=NATIONAL, country=NL
examples:
- value:
jurisdiction_id: "NL"
jurisdiction_type: "NATIONAL"
country:
alpha_2: "NL"
alpha_3: "NLD"
description: "Netherlands national jurisdiction"
- value:
jurisdiction_id: "DE-BY"
jurisdiction_type: "SUBNATIONAL"
country:
alpha_2: "DE"
alpha_3: "DEU"
subregion:
iso_3166_2_code: "DE-BY"
description: "Bavaria subnational jurisdiction"
exact_mappings:
- org:FormalOrganization
close_mappings:
- tooi:Ministerie
- tooi:RegionaalOpenbaarLichaam
- cpov:PublicOrganisation
- schema:GovernmentOrganization
comments:
- "UmbrellaOrganisation represents LEGAL parent-child relationships"
- "Changes to umbrella relationships require legal/statutory amendments"
- "Permanent structure - not temporary agreements"
examples:
- value:
id: "https://nde.nl/ontology/hc/encompassing-body/umbrella/nl-ministry-ocw"
organization_name: "Ministerie van Onderwijs, Cultuur en Wetenschap"
organization_type: "UMBRELLA"
organization_legal_form: "Government ministry"
founding_date: "1965-07-01"
governance_authority: >-
Exercises governance over Dutch national cultural heritage institutions
under Heritage Act 2016. Authority includes budget oversight, director
appointments, and strategic policy direction.
legal_jurisdiction:
jurisdiction_id: "NL"
jurisdiction_type: "NATIONAL"
country:
alpha_2: "NL"
alpha_3: "NLD"
description: "Netherlands national jurisdiction"
member_custodians:
- hc_id: "https://nde.nl/ontology/hc/nl-na"
preferred_label: "Nationaal Archief"
- hc_id: "https://nde.nl/ontology/hc/nl-nh-ams-m-rm"
preferred_label: "Rijksmuseum"
website: "https://www.rijksoverheid.nl/ministeries/ocw"
description: "Dutch Ministry OCW as umbrella organization for national heritage"
NetworkOrganisation:
is_a: EncompassingBody
class_uri: schema:Organization
description: |
A service provider network that coordinates and delivers services to member heritage
custodians through TEMPORARY agreements or treaties. Members choose to participate
to access services; participation is NOT legally imposed.
**Characteristics**:
- **Service-oriented**: Provides infrastructure, platforms, training, coordination
- **Voluntary membership**: Custodians choose to join for service benefits
- **Temporary agreements**: Based on contracts/treaties, not permanent legal structure
- **Limited authority**: Coordinates services but no direct governance over members
**Examples**:
- **Digital Heritage Network (Netherlands)**:
- Provides digital preservation infrastructure to museums, archives, libraries
- Members pay fees for services
- No governance authority over member institutions
- **DPLA (Digital Public Library of America)**:
- Aggregates digital collections from libraries/archives
- Members contribute metadata for aggregation
- No control over member collection policies
- **Europeana**:
- European digital heritage aggregation network
- Museums/archives contribute digitized collections
- Coordination, not governance
- **Regional archive networks**:
- Shared conservation labs, digitization services
- Temporary service agreements between institutions
**Ontological Alignment**:
- Schema.org: `schema:Organization` (general organization type)
- W3C ORG: `org:Organization` (parent class)
- TOOI: `tooi:Samenwerkingsorganisatie` (Dutch collaborative organizations)
**Temporal Dynamics**:
Network memberships fluctuate - custodians join/leave based on service needs.
Networks themselves may dissolve if service model becomes obsolete or funding ends.
Track membership changes with temporal validity.
slot_usage:
organization_type:
range: EncompassingBodyTypeEnum
required: true
ifabsent: "string(NETWORK)"
description: "Must be NETWORK for NetworkOrganisation"
service_offerings:
required: true
description: |
Services provided to member custodians.
Required field for NetworkOrganisation (defines purpose).
examples:
- value: "Digital preservation storage infrastructure"
- value: "Shared cataloging platform (union catalog)"
- value: "Conservation services and expertise"
- value: "Professional development workshops"
membership_criteria:
recommended: true
description: |
Eligibility criteria for joining network.
Typically based on institution type, geographic location, or service needs.
examples:
- value: >-
Dutch heritage institutions with digital collections seeking
long-term preservation services. Membership fee: €5,000/year.
governance_authority:
description: |
Limited to SERVICE coordination authority.
Networks do NOT exercise governance over member institutions.
examples:
- value: >-
Network defines technical standards for digital preservation but
members retain full autonomy over collection policies and operations.
exact_mappings:
- schema:Organization
close_mappings:
- tooi:Samenwerkingsorganisatie
- org:Organization
comments:
- "NetworkOrganisation provides SERVICES, not governance"
- "Membership is voluntary and service-driven"
- "Temporary agreements - not permanent legal subordination"
examples:
- value:
id: "https://nde.nl/ontology/hc/encompassing-body/network/digital-heritage-nl"
organization_name: "Digital Heritage Network Netherlands"
organization_type: "NETWORK"
founding_date: "2015-03-01"
description: |
Collaborative network providing digital preservation infrastructure
and services to Dutch heritage institutions. Members access shared
storage, metadata standards, and technical expertise.
area_served:
- "NL"
service_offerings:
- "Long-term digital preservation storage (100TB+ capacity)"
- "Metadata aggregation and normalization services"
- "Technical training workshops (quarterly)"
- "Preservation format migration services"
membership_criteria: >-
Dutch museums, archives, and libraries with digital collections.
Annual membership fee based on storage usage.
member_custodians:
- hc_id: "https://nde.nl/ontology/hc/nl-nh-ams-m-am"
preferred_label: "Amsterdam Museum"
- hc_id: "https://nde.nl/ontology/hc/nl-ut-utr-l-ub"
preferred_label: "Utrecht University Library"
website: "https://digitalheritage.nl"
description: "Service network for digital preservation"
Consortium:
is_a: EncompassingBody
class_uri: schema:Consortium
description: |
A collaborative body where member heritage custodians provide MUTUAL assistance
to each other through TEMPORARY agreements. Unlike networks (centralized service
provider), consortia are PEER-TO-PEER collaboration models.
**Characteristics**:
- **Mutual assistance**: Members help each other (not centralized services)
- **Peer-to-peer**: Equal participation, shared responsibility
- **Temporary agreements**: Based on memoranda of understanding, not permanent structure
- **Coordination only**: Facilitates collaboration, no authority over members
**Examples**:
- **Library consortia for shared cataloging**:
- Members contribute catalog records to shared database
- Peer-to-peer cataloging standards and quality control
- Example: OCLC WorldCat participating libraries
- **Bulk licensing consortia**:
- Libraries collectively negotiate database subscriptions
- Shared purchasing power, individual licenses
- **Interlibrary loan consortia**:
- Members lend materials to each other
- Reciprocal borrowing agreements
- **Conservation consortia**:
- Museums share conservation expertise and equipment
- Rotating access to specialized conservation labs
- **Digitization consortia**:
- Archives collaborate on large-scale digitization projects
- Shared equipment, coordinated workflows
**Distinction from NetworkOrganisation**:
- **Consortium**: Peer-to-peer mutual assistance (members help each other)
- **Network**: Centralized service provider (network provides services to members)
**Ontological Alignment**:
- Schema.org: `schema:Consortium` - "A Consortium is a membership Organization
whose members are typically Organizations."
- W3C ORG: `org:Organization` (parent class)
- TOOI: `tooi:Samenwerkingsorganisatie` (Dutch collaborative organizations)
**Temporal Dynamics**:
Consortia form for specific collaborative goals and may dissolve when goals are
achieved or collaboration model becomes obsolete. Short to medium-term duration
(3-10 years typical).
slot_usage:
organization_type:
range: EncompassingBodyTypeEnum
required: true
ifabsent: "string(CONSORTIUM)"
description: "Must be CONSORTIUM for Consortium class"
service_offerings:
description: |
Services members provide TO EACH OTHER (not centralized services).
Focus on reciprocal/mutual assistance patterns.
examples:
- value: "Shared cataloging contributions to union catalog"
- value: "Reciprocal interlibrary loan services"
- value: "Peer review of conservation treatments"
- value: "Collaborative digitization equipment sharing"
membership_criteria:
recommended: true
description: |
Criteria for joining consortium.
Typically based on ability to contribute to mutual assistance model.
examples:
- value: >-
Academic libraries with interlibrary loan capabilities and
commitment to reciprocal lending. No membership fee.
governance_authority:
description: |
Minimal authority - coordination and facilitation only.
Consortia do NOT govern members; they facilitate peer collaboration.
examples:
- value: >-
Consortium coordinates shared cataloging standards and provides
technical infrastructure, but members retain full autonomy.
exact_mappings:
- schema:Consortium
close_mappings:
- tooi:Samenwerkingsorganisatie
- org:Organization
comments:
- "Consortium is PEER-TO-PEER mutual assistance model"
- "Distinguished from Network (centralized service provider)"
- "Temporary collaborative agreements, not permanent legal structure"
examples:
- value:
id: "https://nde.nl/ontology/hc/encompassing-body/consortium/dutch-univ-lib-consortium"
organization_name: "Dutch University Libraries Consortium"
organization_type: "CONSORTIUM"
founding_date: "2010-09-01"
description: |
Collaborative consortium of Dutch university libraries for shared
cataloging, bulk licensing, and interlibrary loan. Members contribute
equally and benefit from collective resources.
service_offerings:
- "Shared union catalog contributions"
- "Collective database subscription negotiations"
- "Reciprocal interlibrary loan services"
- "Collaborative metadata enrichment projects"
membership_criteria: >-
Dutch university libraries accredited by VSNU (Association of
Universities in the Netherlands). Members must contribute cataloging
records and participate in interlibrary loan network.
member_custodians:
- hc_id: "https://nde.nl/ontology/hc/nl-zh-lei-l-ub"
preferred_label: "Leiden University Library"
- hc_id: "https://nde.nl/ontology/hc/nl-nh-ams-l-uba"
preferred_label: "Amsterdam University Library"
website: "https://universiteitsbibliotheken.nl"
description: "University library consortium for mutual assistance"
Cooperative:
is_a: EncompassingBody
class_uri: org:FormalOrganization
description: |
A member-OWNED organization where members both contribute to and benefit from
shared services. Distinguished from Consortium by PERMANENT structure and
OWNERSHIP model - members are legal owners of the cooperative.
**Characteristics**:
- **Member ownership**: Members hold shares/ownership stake
- **Member governance**: One member, one vote principle (democratic)
- **Permanent legal structure**: Formal organization, not temporary agreements
- **Shared services AND shared ownership**: Dual benefit model
- **Typically operates as non-profit**: Mutual benefit corporation
- **May have closed/proprietary data model**: Data as organizational asset
**CRITICAL: Data Openness Pattern**:
Cooperatives often have MIXED or CLOSED data policies because:
- Data contributed by members is organizational asset
- Business model may depend on subscription/membership revenue
- Balancing member value vs. public open access
- Historical model predates open data movement
**Examples**:
- **OCLC** (Online Computer Library Center)
- Member-owned library cooperative since 1967
- 30,000+ member libraries worldwide
- WorldCat: Proprietary (subscription-based)
- VIAF: Open (ODC-BY) - strategic choice for linked data
- Members both contribute data AND receive services
- **RERO** (Library Network of Western Switzerland)
- Cooperative of Swiss academic libraries
- Shared cataloging and discovery services
- **HathiTrust**
- Partnership of academic and research libraries
- Shared digital preservation infrastructure
**Distinction from Consortium**:
- **Cooperative**: Members OWN the organization (permanent legal structure)
- **Consortium**: Members PARTICIPATE in agreements (temporary, no ownership)
**Distinction from NetworkOrganisation**:
- **Cooperative**: Members are owners AND contributors AND consumers
- **Network**: Members are consumers of centralized services only
**Ontological Alignment**:
- W3C ORG: `org:FormalOrganization` (formal legal entity)
- Schema.org: `schema:Organization` with `additionalType: Cooperative`
- Can align with ICA (International Cooperative Alliance) principles
slot_usage:
organization_type:
range: EncompassingBodyTypeEnum
required: true
ifabsent: "string(COOPERATIVE)"
description: "Must be COOPERATIVE for Cooperative class"
organization_legal_form:
required: true
description: |
Legal form of the cooperative.
Examples: "Cooperative corporation", "Mutual benefit corporation",
"Library cooperative", "Non-profit cooperative"
governance_authority:
required: true
description: |
Member governance model.
Must document: voting rights, board composition, annual meeting structure.
examples:
- value: >-
OCLC is governed by a Global Council of library representatives
elected by member libraries. Each member has voting rights
proportional to their usage. Annual Members Council meeting.
membership_criteria:
required: true
description: |
How to become a member/owner of the cooperative.
Must include: eligibility, membership fees, ownership stake.
examples:
- value: >-
OCLC membership is open to libraries and cultural heritage
organizations. Members pay annual fees based on usage.
Members receive governance rights and access to services.
data_license_policy:
recommended: true
description: |
Data openness policy for the cooperative.
Cooperatives typically have MIXED_POLICY:
- Core services may be proprietary (subscription revenue)
- Some services may be open (strategic value for linked data)
exact_mappings:
- org:FormalOrganization
close_mappings:
- schema:Organization
comments:
- "Cooperative = member-owned permanent organization"
- "Distinguished from Consortium (ownership, permanence)"
- "Distinguished from Network (members contribute, not just consume)"
- "Typically MIXED or CLOSED data policy (data as organizational asset)"
- "Examples: OCLC, RERO, HathiTrust"
examples:
- value:
id: "https://nde.nl/ontology/hc/encompassing-body/cooperative/oclc"
organization_name: "OCLC"
organization_type: "COOPERATIVE"
organization_legal_form: "Non-profit library cooperative"
founding_date: "1967-07-05"
description: |
OCLC is a global library cooperative providing shared technology
services, research, and programs that help libraries meet the changing
needs of their users, institutions, and communities. Member libraries
cooperatively maintain WorldCat, the world's largest shared catalog.
service_offerings:
- "WorldCat (shared cataloging database)"
- "VIAF (Virtual International Authority File)"
- "WorldShare Management Services"
- "Interlibrary loan services (WorldShare ILL)"
- "Digital preservation services"
- "CONTENTdm (digital collection management)"
membership_criteria: >-
Open to libraries and cultural heritage organizations worldwide.
Membership includes governance rights (voting in Global Council),
access to member pricing for services, and participation in
cooperative programs.
governance_authority: >-
Governed by Global Council of elected library representatives.
Board of Trustees provides strategic oversight. Regional councils
for Americas, EMEA, and Asia Pacific. Annual Members Council meeting.
data_license_policy:
policy_name: "OCLC Data Usage Policy"
openness_stance: "MIXED_POLICY"
default_license: "proprietary-worldcat"
service_specific_licenses:
- service_name: "VIAF"
license: "odc-by-1.0"
- service_name: "WorldCat Identities"
license: "odc-by-1.0"
external_identifiers:
- "http://www.wikidata.org/entity/Q190593"
- "https://viaf.org/viaf/125315828"
website: "https://www.oclc.org/"
description: "OCLC as member-owned library cooperative with mixed data policy"
SocialMovement:
is_a: EncompassingBody
class_uri: schema:Organization
description: |
A value-driven movement organized around shared ideological principles,
with open participation and commitment to public benefit. Distinguished from
other types by ideological motivation and OPEN data policies as core value.
**Characteristics**:
- **Value-driven**: Ideological commitment to principles (free knowledge, openness)
- **Open participation**: Anyone can join/contribute based on shared values
- **Decentralized governance**: Community-driven decision making
- **Non-proprietary by design**: Open data is core value, not business decision
- **Global grassroots participation**: Often volunteer-driven
- **May include formal foundation**: Legal entity supports the movement
**CRITICAL: Data Openness Pattern**:
Social movements typically have FULLY OPEN data policies because:
- Openness is ideological value, not business strategy
- Mission centers on public access and benefit
- Data openness is prerequisite for participation
- No proprietary business model to protect
- "Information wants to be free" philosophy
**Examples**:
- **Wikimedia Foundation / Movement**
- Mission: "Free knowledge for everyone"
- Wikidata: CC0 (public domain)
- Wikipedia: CC-BY-SA (copyleft)
- Global volunteer contributor base (300,000+ active editors)
- Foundation supports movement, doesn't own content
- **Creative Commons**
- Mission: "Enable sharing and reuse"
- License steward and open advocate
- All materials openly licensed
- **Open Knowledge Foundation**
- Mission: "Promote open data worldwide"
- Advocacy for open access and transparency
- CKAN open source software
- **Mozilla Foundation / Movement**
- Mission: "Open, accessible internet for all"
- Firefox (open source browser)
- Open web standards advocacy
- **Internet Archive**
- Mission: "Universal access to all knowledge"
- Wayback Machine, Open Library
- Preservation and open access
**Distinction from Cooperative**:
- **SocialMovement**: Open participation, ideological commitment, open data
- **Cooperative**: Membership-based ownership, may have closed data
**Distinction from NetworkOrganisation**:
- **SocialMovement**: Value-driven, open participation
- **Network**: Service-driven, membership-based access
**Ontological Alignment**:
- Schema.org: `schema:Organization` (with movement characteristics)
- Sociological concept of "social movement"
- May have formal foundation (e.g., Wikimedia Foundation) but movement is broader
slot_usage:
organization_type:
range: EncompassingBodyTypeEnum
required: true
ifabsent: "string(SOCIAL_MOVEMENT)"
description: "Must be SOCIAL_MOVEMENT for SocialMovement class"
description:
required: true
description: |
Must describe the ideological values and mission of the movement.
Should explain the open participation model and commitment to openness.
service_offerings:
description: |
Services/platforms provided by the movement.
Typically all openly accessible (no subscription barriers).
examples:
- value: "Wikidata (open knowledge base, CC0)"
- value: "Wikipedia (free encyclopedia, CC-BY-SA)"
- value: "Wikimedia Commons (free media repository)"
membership_criteria:
description: |
How to participate in the movement.
Typically open to anyone who shares the values - no formal membership.
examples:
- value: >-
Open participation - anyone can edit Wikipedia, contribute to
Wikidata, or upload to Wikimedia Commons. No membership fee or
application process. Contribution governed by community policies.
governance_authority:
description: |
Community-driven governance model.
Describes how decisions are made within the movement.
examples:
- value: >-
Wikimedia projects are governed by community consensus.
The Wikimedia Foundation provides infrastructure and legal support
but does not control content. Movement governance through
affiliates, chapters, and community-elected bodies.
data_license_policy:
required: true
description: |
Data openness policy for the movement.
Social movements typically have STRONG_OPEN_ADVOCATE stance:
- All content openly licensed
- Openness is ideological requirement, not business option
- Active advocacy for open data in broader community
exact_mappings:
- schema:Organization
comments:
- "SocialMovement = value-driven, open participation, open data"
- "Distinguished from Cooperative (ideology vs. ownership)"
- "Distinguished from Network (values vs. services)"
- "Typically FULLY OPEN data policy (openness as core value)"
- "Examples: Wikimedia, Creative Commons, Open Knowledge Foundation, Mozilla"
examples:
- value:
id: "https://nde.nl/ontology/hc/encompassing-body/social-movement/wikimedia"
organization_name: "Wikimedia Foundation / Movement"
organization_type: "SOCIAL_MOVEMENT"
organization_legal_form: "501(c)(3) non-profit foundation supporting broader movement"
founding_date: "2003-06-20"
description: |
The Wikimedia movement is a global community of volunteers and
organizations dedicated to free knowledge. The movement operates
Wikipedia, Wikidata, Wikimedia Commons, and other free knowledge
projects. The Wikimedia Foundation provides infrastructure and
legal support but does not own or control the content created by
the volunteer community. The movement's core value is that knowledge
should be freely accessible to everyone.
service_offerings:
- "Wikipedia (free encyclopedia, 60M+ articles, 300+ languages)"
- "Wikidata (open knowledge base, 100M+ items, CC0)"
- "Wikimedia Commons (free media repository, 90M+ files)"
- "Wikisource (free library of source texts)"
- "Wiktionary (free dictionary)"
- "MediaWiki (open source wiki software)"
membership_criteria: >-
Open participation - anyone can edit Wikipedia, contribute to
Wikidata, or upload to Wikimedia Commons. No membership fee or
application. Contribution governed by community policies (neutral
point of view, verifiability, no original research). The movement
includes formal affiliates (chapters, user groups, thematic orgs).
governance_authority: >-
Wikimedia projects are governed by community consensus through
volunteer administrators, arbitration committees, and policy pages.
The Wikimedia Foundation Board of Trustees provides strategic
oversight. Movement governance through affiliates, chapters, and
community-elected bodies (Movement Charter in development).
data_license_policy:
policy_name: "Wikimedia Foundation Open Content Policy"
openness_stance: "STRONG_OPEN_ADVOCATE"
default_license: "cc0-1.0"
service_specific_licenses:
- service_name: "Wikidata"
license: "cc0-1.0"
license_notes: "All structured data is public domain"
- service_name: "Wikipedia"
license: "cc-by-sa-4.0"
license_notes: "Text content is copyleft - derivatives must share alike"
- service_name: "Wikimedia Commons"
license_notes: "Varies by upload - must be free license (CC-BY, CC-BY-SA, CC0, or public domain)"
open_data_principles:
- "Free knowledge for everyone"
- "Open participation"
- "Neutral point of view"
advocacy_activities:
- "Open Access advocacy"
- "GLAM-Wiki partnerships"
- "Open data advocacy in policy forums"
- "Training librarians and cultural heritage professionals"
external_identifiers:
- "http://www.wikidata.org/entity/Q180"
- "https://viaf.org/viaf/305375908"
website: "https://www.wikimedia.org/"
description: "Wikimedia as social movement for free knowledge with fully open data policy"
FundingOrganisation:
is_a: EncompassingBody
class_uri: schema:FundingAgency
description: |
A grant-giving organization that provides FINANCIAL RESOURCES to heritage
custodians through funding schemes, grants, and subsidies. Distinguished from
other EncompassingBody types by the FINANCIAL relationship rather than governance,
services, or collaboration.
**Characteristics**:
- **Financial support**: Provides grants, subsidies, funding to custodians
- **Funding schemes**: Implements structured programs with application processes
- **No governance**: Does NOT govern recipients (unlike UmbrellaOrganisation)
- **No ongoing services**: Does NOT provide operational services (unlike NetworkOrganisation)
- **Evaluation and monitoring**: Assesses applications, monitors outcomes
- **Time-limited relationships**: Grant periods define relationship duration
**Relationship Model**:
Unlike other EncompassingBody types that have ongoing structural relationships,
FundingOrganisation has TRANSACTIONAL relationships:
- Funder → (awards grant) → Custodian
- Grant has start date, end date, amount, purpose
- Multiple custodians may receive funding simultaneously
- Same custodian may receive multiple grants over time
**Examples**:
- **Mondriaan Fund** (Mondriaan Fonds, Q2714299)
- Dutch public fund for visual arts and cultural heritage
- Instance of "funding body" (Q5509032) in Wikidata
- Provides grants for exhibitions, acquisitions, conservation
- Government-funded through Ministry of OCW, operates independently
- **European Research Council** (ERC, Q1377836)
- EU agency funding frontier research
- Starting Grants, Consolidator Grants, Advanced Grants
- Operates under Horizon Europe framework
- **Creative Europe** (Q17084973)
- EU programme supporting cultural and creative sectors
- 2021-2027 programming period
- Funds transnational cooperation projects
- **DC4EU** (Digital Credentials for Europe)
- EU Digital Europe Programme project
- Funds digital infrastructure for heritage sector
- **National Endowment for the Humanities** (NEH)
- US federal agency for humanities funding
- Preservation, research, public programs
- **Heritage Lottery Fund** (now National Lottery Heritage Fund)
- UK lottery distributor for heritage projects
- Major funder of UK heritage custodians
**Distinction from UmbrellaOrganisation**:
- **FundingOrganisation**: Provides money, NO governance authority
- **UmbrellaOrganisation**: Legal parent WITH governance authority
- A ministry may BOTH fund AND govern - in that case use UMBRELLA
(the governance relationship is primary)
**Distinction from NetworkOrganisation**:
- **FundingOrganisation**: One-way financial relationship (funder → recipient)
- **NetworkOrganisation**: Ongoing service provision relationship
**When a Ministry is UMBRELLA vs FUNDING_BODY**:
- Ministry of OCW → National Archives: UMBRELLA (governs)
- Ministry of OCW → Mondriaan Fund: UMBRELLA (governs the fund)
- Mondriaan Fund → Museum X: FUNDING_BODY (only provides grant)
**Ontological Alignment**:
- Schema.org: `schema:FundingAgency` - "An organization that implements
FundingSchemes and manages the granting process (via Grants)"
- Schema.org: `schema:FundingScheme` - structured funding programs
- Schema.org: `schema:Grant` / `schema:MonetaryGrant` - individual awards
- Wikidata: Q5509032 (funding body)
- FOAF: `foaf:fundedBy` (legacy, use schema:funder instead)
slots:
- implements_agenda
- issued_calls
- funding_focus
- funding_schemes
- total_annual_budget
- funding_source
- programme_period
slot_usage:
organization_type:
range: EncompassingBodyTypeEnum
required: true
ifabsent: "string(FUNDING_BODY)"
description: "Must be FUNDING_BODY for FundingOrganisation"
description:
required: true
description: |
Description of the funding organization's mission and focus areas.
Should explain what types of projects/custodians it funds.
implements_agenda:
slot_uri: org:linkedTo
range: uriorcurie
multivalued: true
inlined_as_list: true
description: |
Strategic agendas implemented by this funding organisation.
Links to FundingAgenda instances that define strategic priorities
guiding the organisation's funding decisions and call design.
**Relationship Chain**:
```
FundingAgenda (NWA, Horizon Europe SP)
└── implemented by → FundingOrganisation
└── issues → CallForApplication[]
```
examples:
- value: "https://nde.nl/ontology/hc/agenda/nl/nwa"
description: "NWO implements Dutch Research Agenda"
issued_calls:
slot_uri: schema:makesOffer
range: uriorcurie
multivalued: true
inlined_as_list: true
description: |
Funding calls issued by this organisation.
Links to CallForApplication instances representing specific
funding opportunities with defined budgets, deadlines, and criteria.
**Inverse of CallForApplication.issuing_organisation**
examples:
- value: "https://nde.nl/ontology/hc/call/nwo/nwa-heritage-2025"
description: "NWO NWA heritage call 2025"
funding_focus:
range: string
multivalued: true
description: |
Focus areas for funding (heritage sectors, themes, activities).
Examples: "Visual arts", "Conservation", "Digitization", "Research"
examples:
- value: "Visual arts and cultural heritage"
- value: "Museum acquisitions"
- value: "Conservation and restoration"
- value: "Digital infrastructure"
funding_schemes:
range: string
multivalued: true
description: |
Named funding programs offered by this organization.
Each scheme typically has its own application process, criteria, and budget.
examples:
- value: "Project Grants for Museums"
- value: "Conservation Subsidy Programme"
- value: "Starting Grant"
- value: "Consolidator Grant"
total_annual_budget:
range: string
description: |
Approximate annual budget for grants (for context).
Format: "€X million" or "€X-Y million range"
examples:
- value: "€30 million"
- value: "€2.5 billion (Horizon Europe ERC share)"
funding_source:
range: string
description: |
Where the funding organization gets its resources.
Examples: "Government appropriation", "Lottery proceeds", "EU budget"
examples:
- value: "Dutch Ministry of OCW annual budget"
- value: "Horizon Europe Framework Programme"
- value: "National Lottery proceeds"
programme_period:
slot_uri: schema:temporalCoverage
range: TimeSpan
description: |
Temporal period of the funding programme.
**EU Programmes**: Use exact dates for 7-year programming periods.
**Ongoing Funds**: Set start date, leave end null.
Uses CIDOC-CRM E52_Time-Span pattern via TimeSpan class.
examples:
- value:
begin_of_the_begin: "2021-01-01T00:00:00Z"
end_of_the_begin: "2021-01-01T00:00:00Z"
begin_of_the_end: "2027-12-31T23:59:59Z"
end_of_the_end: "2027-12-31T23:59:59Z"
description: "2021-2027 EU programming period"
member_custodians:
description: |
For FundingOrganisation, this represents FUNDED custodians, not members.
Note: Unlike other EncompassingBody types where member_custodians
represents ongoing membership, for FundingOrganisation this captures
custodians that have received funding. Consider using Grant records
for detailed funding relationships with temporal information.
service_offerings:
description: |
Additional services beyond funding (if any).
Many funding bodies also provide advisory services, training, etc.
examples:
- value: "Application guidance and coaching"
- value: "Networking events for grantees"
- value: "Outcome evaluation support"
area_served:
description: |
Geographic scope of funding eligibility.
Which countries/regions can apply for funding?
examples:
- value: "NL"
description: "Netherlands only (Mondriaan Fund)"
- value: "EU"
description: "EU member states (Creative Europe)"
- value: "GLOBAL"
description: "Worldwide eligibility"
exact_mappings:
- schema:FundingAgency
close_mappings:
- schema:Organization
comments:
- "FundingOrganisation provides FINANCIAL RESOURCES, not governance or services"
- "Relationship with custodians is transactional (grant-based)"
- "Distinguished from UMBRELLA (no governance authority)"
- "Distinguished from NETWORK (no ongoing services)"
- "Use schema:funder property to link to funded custodians"
examples:
- value:
id: "https://nde.nl/ontology/hc/encompassing-body/funding/mondriaan-fund"
organization_name: "Mondriaan Fonds"
organization_type: "FUNDING_BODY"
organization_legal_form: "Public fund (publiekrechtelijk fonds)"
founding_date: "1994-01-01"
description: |
The Mondriaan Fund is the Dutch public fund for visual arts and
cultural heritage. It provides grants to artists, museums, archives,
and heritage organizations for exhibitions, acquisitions, conservation,
international exchange, and other cultural heritage activities.
The fund is named after Dutch painter Piet Mondrian.
funding_focus:
- "Visual arts"
- "Cultural heritage"
- "Museum acquisitions"
- "Conservation and restoration"
- "International cultural exchange"
- "Artist residencies"
funding_schemes:
- "Project Grants for Museums"
- "Conservation Subsidy"
- "International Heritage Programme"
- "Acquisition Grants"
total_annual_budget: "€30 million (approximate)"
funding_source: "Dutch Ministry of OCW annual appropriation"
area_served:
- "NL"
service_offerings:
- "Application guidance"
- "Networking events for grantees"
- "Impact evaluation"
membership_criteria: >-
Eligibility depends on specific funding scheme. Generally: Dutch
museums, archives, heritage organizations, and visual artists.
International projects may have broader eligibility.
external_identifiers:
- "http://www.wikidata.org/entity/Q2714299"
website: "https://www.mondriaanfonds.nl/"
description: "Mondriaan Fund as Dutch heritage funding organization"
- value:
id: "https://nde.nl/ontology/hc/encompassing-body/funding/erc"
organization_name: "European Research Council"
organization_type: "FUNDING_BODY"
organization_legal_form: "EU executive agency"
founding_date: "2007-02-27"
description: |
The European Research Council (ERC) is the premier European funding
organisation for excellent frontier research. It funds researchers
of any nationality and age who wish to carry out their research in
EU Member States or Associated Countries. ERC grants are awarded
through open competition to researchers in any field of research.
funding_focus:
- "Frontier research (all disciplines)"
- "Principal investigator-driven research"
- "High-risk/high-gain research"
funding_schemes:
- "Starting Grant (2-7 years post-PhD)"
- "Consolidator Grant (7-12 years post-PhD)"
- "Advanced Grant (established leaders)"
- "Synergy Grant (small group collaboration)"
- "Proof of Concept"
total_annual_budget: "€2.5 billion (under Horizon Europe)"
funding_source: "Horizon Europe Framework Programme (EU budget)"
area_served:
- "EU"
- "EEA"
- "Associated Countries"
membership_criteria: >-
Open to researchers of any nationality. Host institution must be
in EU Member State or Horizon Europe Associated Country.
Selection based on scientific excellence only.
external_identifiers:
- "http://www.wikidata.org/entity/Q1377836"
website: "https://erc.europa.eu/"
description: "European Research Council as frontier research funding agency"