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glam/schemas/20251121/linkml/modules/classes/DonationScheme.yaml
kempersc fc405445c6 Refactor and update schema definitions 
- Removed obsolete slots: `has_or_had_custodian_observation`, `provider`, and `specificity_annotation`.
- Updated `has_or_had_score` slot to use `SpecificityScore` class and modified its description and examples.
- Added new slots: `end_seconds`, `end_time`, `has_archive_path`, `has_or_had_custodian_name`, `protocol_name`, and `protocol_version`.
- Introduced a script `check_annotation_types.py` to validate the presence and structure of `custodian_types` in YAML files.
- Added a script `update_specificity.py` to automate updates related to `SpecificityAnnotation` to `SpecificityScore`.
2026-02-01 19:55:38 +01:00

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YAML
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id: https://nde.nl/ontology/hc/class/DonationScheme
name: DonationScheme
title: DonationScheme Class
prefixes:
linkml: https://w3id.org/linkml/
hc: https://nde.nl/ontology/hc/
schema: http://schema.org/
dcterms: http://purl.org/dc/terms/
prov: http://www.w3.org/ns/prov#
pav: http://purl.org/pav/
skos: http://www.w3.org/2004/02/skos/core#
org: http://www.w3.org/ns/org#
imports:
- linkml:types
- ../enums/DonationSchemeTypeEnum
- ../slots/currency
- ../slots/has_or_had_benefit
- ../slots/has_or_had_note
- ../slots/has_or_had_score
- ../slots/is_or_was_tax_deductible
- ../slots/maximum_amount
- ../slots/minimum_amount
- ../slots/observed_in
- ../slots/offered_by
- ../slots/payment_frequency
- ../slots/regulated_by_scheme
- ../slots/scheme_description
- ../slots/scheme_id
- ../slots/scheme_name
- ../slots/scheme_type
- ../slots/scheme_url
- ../slots/temporal_extent
default_prefix: hc
classes:
DonationScheme:
class_uri: schema:DonateAction
description: "A donation or giving scheme offered by a heritage custodian institution.\n\n**PURPOSE**:\n\nDonationScheme provides structured representation of the various ways\nindividuals and organizations can financially support heritage institutions.\nThese range from simple one-time donations to complex membership programs,\nadoption schemes, patron circles, and legacy giving vehicles.\n\n**HERITAGE SECTOR CONTEXT**:\n\nDonation schemes are critical for heritage institution sustainability:\n\n- **Museums**: Friends schemes, patron circles, acquisition fund drives\n- **Libraries**: Adopt-a-book programs, conservation appeals\n- **Archives**: \"Adopt history\" programs, preservation sponsorships\n- **Galleries**: Artist support funds, exhibition sponsorships\n- **Historical societies**: Heritage membership, research fellowships\n- **Botanical gardens**: Plant and animal adoption programs\n\n**MULTILINGUAL TERMINOLOGY**:\n\n\"Friends\" scheme terminology varies by country:\n- Dutch:\
\ Museumvriend, Vrienden van het museum\n- German: F\xF6rderverein, Freundeskreis\n- French: Amis du mus\xE9e, Soci\xE9t\xE9 des amis\n- Spanish: Amigos del museo\n- Italian: Amici del museo\n\n**PROVENANCE CHAIN**:\n\n```\nHeritageCustodian\n \u2502\n \u251C\u2500\u2500 offers_donation_schemes \u2500\u2500\u2192 DonationScheme[]\n \u2502 \u2502\n \u2502 \u251C\u2500\u2500 scheme_type: MEMBERSHIP_FRIENDS\n \u2502 \u251C\u2500\u2500 scheme_name: \"Rijksmuseum Vrienden\"\n \u2502 \u251C\u2500\u2500 minimum_amount: 60\n \u2502 \u251C\u2500\u2500 currency: \"EUR\"\n \u2502 \u251C\u2500\u2500 payment_frequency: \"annually\"\n \u2502 \u2502\n \u2502 \u2514\u2500\u2500 observed_in\
\ \u2500\u2500\u2192 WebObservation\n \u2502 \u2502\n \u2502 \u251C\u2500\u2500 source_url: https://rijksmuseum.nl/steun\n \u2502 \u251C\u2500\u2500 retrieved_on: 2026-01-01T10:00:00Z\n \u2502 \u2514\u2500\u2500 extraction_confidence: 0.95\n \u2502\n \u2514\u2500\u2500 web_observations \u2500\u2500\u2192 WebObservation[] (general custodian provenance)\n```\n\n**ONTOLOGY ALIGNMENT**:\n\n- **Schema.org**: `schema:DonateAction` - Action of donating to organization\n- **Schema.org**: `schema:Offer` - Scheme as offer with price specification\n- **W3C Org**: `org:Membership` - For membership-type schemes\n- **Dublin Core**: `dcterms:isPartOf` - Scheme belongs to institution\n- **PROV-O**: `prov:wasDerivedFrom` - Links scheme to observation\n\
\n**TAX INCENTIVE SCHEMES**:\n\nMany countries provide tax benefits for cultural donations:\n\n| Country | Scheme | Benefit |\n|---------|--------|---------|\n| Netherlands | ANBI | 100% deductible |\n| Netherlands | Cultural ANBI | 125% deductible (extra 25%) |\n| UK | Gift Aid | 25% tax reclaim for charity |\n| UK | Cultural Gifts Scheme | Tax relief on objects donated |\n| USA | 501(c)(3) | Itemized deduction |\n| Germany | Gemeinn\xFCtzigkeit | Tax deductible |\n| France | M\xE9c\xE9nat culturel | 60% tax reduction |\n\n**SCHEME CATEGORIES**:\n\nSchemes are classified via DonationSchemeTypeEnum into eight categories:\n\n1. **MEMBERSHIP_*** - Recurring membership/subscription\n - Friends, Young Friends, Family, Corporate, Research Fellow\n \n2. **PATRON_*** - High-value donor circles\n - Circle, Benefactor, Founders Circle, Life, National\n \n3. **ADOPTION_*** - Object sponsorship\n - Book, Artifact, Archive Collection, Artwork, Animal, Plant\n \n4. **LEGACY_*** - Planned/estate\
\ giving\n - Bequest, Charitable Trust, Endowment, Named Fund\n \n5. **DONATION_*** - Direct monetary gifts\n - One-off, Recurring, Appeal, Project, Tax Incentive\n \n6. **INKIND_*** - Non-monetary contributions\n - Object, Artwork, Archive, Library Collection, Expertise, Volunteer\n \n7. **SPONSORSHIP_*** - Corporate/event support\n - Exhibition, Gallery, Event, Program, Digitization, Conservation\n \n8. **CROWDFUNDING_*** - Campaign-based collective funding\n - Acquisition, Conservation, Building, Exhibition\n\n**EXTRACTION PATTERN**:\n\nWhen extracting donation schemes from institutional websites:\n\n1. Create WebObservation for the support/donate page\n2. For each scheme found:\n - Create DonationScheme with observed_in \u2192 WebObservation\n - Classify using DonationSchemeTypeEnum\n - Extract financial details (amounts, currency, frequency)\n - List benefits provided to donors\n - Note tax deductibility and applicable schemes\n - Assign extraction_confidence\
\ based on clarity\n\n**EXAMPLES**:\n\nSee class examples section for detailed instances.\n"
exact_mappings:
- schema:DonateAction
close_mappings:
- schema:Offer
- org:Membership
- schema:MemberProgramTier
related_mappings:
- dcterms:isPartOf
- prov:wasDerivedFrom
- schema:priceSpecification
- schema:itemOffered
slots:
- has_or_had_benefit
- currency
- has_or_had_note
- maximum_amount
- minimum_amount
- observed_in
- offered_by
- payment_frequency
- scheme_description
- scheme_id
- scheme_name
- scheme_type
- scheme_url
- is_or_was_tax_deductible
- regulated_by_scheme
- has_or_had_score
- temporal_extent
slot_usage:
scheme_id:
identifier: true
required: true
range: uriorcurie
pattern: ^https://nde\.nl/ontology/hc/donation-scheme/[a-z0-9-]+/[a-z0-9-]+$
examples:
- value: https://nde.nl/ontology/hc/donation-scheme/rijksmuseum/vrienden
- value: https://nde.nl/ontology/hc/donation-scheme/british-library/adopt-a-book
- value: https://nde.nl/ontology/hc/donation-scheme/nhm-london/patrons-silver
scheme_type:
required: true
range: DonationSchemeTypeEnum
examples:
- value: MEMBERSHIP_FRIENDS
- value: ADOPTION_BOOK
- value: PATRON_CIRCLE
- value: LEGACY_BEQUEST
scheme_name:
required: true
range: string
examples:
- value: Rijksmuseum Vrienden
- value: Adopt a Book
- value: Director's Circle
- value: Amis du Louvre
scheme_description:
range: string
examples:
- value: Become a Friend of the Rijksmuseum and enjoy unlimited free entry, exclusive member events, and a 10% discount in the museum shop.
- value: Your adoption supports the conservation of fragile historic books. Choose a book to adopt and receive a certificate and bookplate.
minimum_amount:
range: decimal
examples:
- value: 60
- value: 25
- value: 1500
maximum_amount:
range: decimal
examples:
- value: 4999
- value: 12000
currency:
range: string
examples:
- value: EUR
- value: GBP
- value: USD
payment_frequency:
range: string
examples:
- value: one-time
- value: monthly
- value: annually
- value: life
has_or_had_benefit:
range: string
multivalued: true
examples:
- value: Free unlimited admission
- value: 10% discount in museum shop
- value: Member-only preview events
- value: Quarterly newsletter
- value: Bookplate with donor name
offered_by:
required: true
range: uriorcurie
examples:
- value: https://nde.nl/ontology/hc/custodian/nl/rijksmuseum
- value: https://nde.nl/ontology/hc/custodian/uk/british-library
scheme_url:
range: uri
examples:
- value: https://www.rijksmuseum.nl/nl/steun-het-rijksmuseum/word-vriend
- value: https://support.bl.uk/Page/Adopt-a-book
is_or_was_tax_deductible:
range: TaxDeductibility
inlined: true
examples:
- value:
jurisdiction: NL
deductible_percentage: 100
- value:
conditions: Membership benefits exceed donation value
regulated_by_scheme:
range: TaxScheme
multivalued: true
inlined_as_list: true
examples:
- value:
has_or_had_type: ANBI
has_or_had_label: ANBI
jurisdiction: NL
offers_or_offered:
- has_or_had_percentage:
- value:
has_or_had_type: CulturalANBI
has_or_had_label: Cultural ANBI (125%)
jurisdiction: NL
offers_or_offered:
- has_or_had_percentage:
- value:
has_or_had_type: GiftAid
has_or_had_label: Gift Aid
jurisdiction: UK
offers_or_offered:
- has_or_had_percentage:
- value:
has_or_had_type: Section501c3
has_or_had_label: 501(c)(3)
jurisdiction: US
offers_or_offered:
- has_or_had_percentage:
- value:
has_or_had_type: Gemeinnuetzigkeit
has_or_had_label: "Gemeinn\xFCtzigkeit"
jurisdiction: DE
offers_or_offered:
- has_or_had_percentage:
observed_in:
required: true
range: uriorcurie
examples:
- value: https://nde.nl/ontology/hc/observation/web/2026-01-01/rijksmuseum-support
comments:
- Each scheme links to WebObservation for full provenance chain
- Tax deductibility varies by jurisdiction - always document regulated_by_scheme
- Benefits should be extracted as discrete items for comparison
- Tiered schemes (e.g., Silver/Gold/Platinum) are separate DonationScheme instances
- Use payment_frequency to distinguish one-time vs recurring schemes
see_also:
- https://schema.org/DonateAction
- https://schema.org/MemberProgramTier
- https://www.w3.org/ns/org#Membership
- https://www.belastingdienst.nl/wps/wcm/connect/nl/aftrek-en-kortingen/content/gift-aftrekken
- https://www.gov.uk/donating-to-charity/gift-aid
examples:
- value:
scheme_id: https://nde.nl/ontology/hc/donation-scheme/rijksmuseum/vrienden
scheme_type: MEMBERSHIP_FRIENDS
scheme_name: Rijksmuseum Vrienden
scheme_description: Word Vriend van het Rijksmuseum en geniet van gratis toegang, exclusieve evenementen en 10% korting in de museumwinkel.
minimum_amount: 60
currency: EUR
payment_frequency: annually
has_or_had_benefit:
- Gratis onbeperkt toegang
- Exclusieve vriendenevenementen
- 10% korting in de museumwinkel
- Kwartaalnieuwsbrief
offered_by: https://nde.nl/ontology/hc/custodian/nl/rijksmuseum
scheme_url: https://www.rijksmuseum.nl/nl/steun-het-rijksmuseum/word-vriend
is_or_was_tax_deductible:
jurisdiction: NL
deductible_percentage: 100
regulated_by_scheme:
- has_or_had_type: CulturalANBI
has_or_had_label: Cultural ANBI (125%)
jurisdiction: NL
offers_or_offered:
- has_or_had_percentage:
regulatory_body: Belastingdienst
observed_in: https://nde.nl/ontology/hc/observation/web/2026-01-01/rijksmuseum-support
has_or_had_score:
has_or_had_score: 0.95
has_or_had_note: Clear scheme page with pricing and benefits listed.
- value:
scheme_id: https://nde.nl/ontology/hc/donation-scheme/british-library/adopt-a-book
scheme_type: ADOPTION_BOOK
scheme_name: Adopt a Book
scheme_description: Help preserve the nation's written heritage by adopting a book. Your donation funds conservation work on fragile historic books and manuscripts in the British Library collection.
minimum_amount: 25
currency: GBP
payment_frequency: one-time
has_or_had_benefit:
- Certificate of adoption
- Bookplate with your name in the book
- Digital image of your adopted book
- Conservation report
offered_by: https://nde.nl/ontology/hc/custodian/uk/british-library
scheme_url: https://support.bl.uk/Page/Adopt-a-book
is_or_was_tax_deductible:
jurisdiction: UK
deductible_percentage: 100
regulated_by_scheme:
- has_or_had_type: GiftAid
has_or_had_label: Gift Aid
jurisdiction: UK
offers_or_offered:
- has_or_had_percentage:
regulatory_body: HMRC
observed_in: https://nde.nl/ontology/hc/observation/web/2026-01-01/bl-support
has_or_had_score:
has_or_had_score: 0.98
has_or_had_note: Well-documented scheme with clear tiers and benefits.
- value:
scheme_id: https://nde.nl/ontology/hc/donation-scheme/nhm-london/patrons-silver
scheme_type: PATRON_CIRCLE
scheme_name: Natural History Museum Patrons - Silver
scheme_description: Join the Silver level of our Patrons programme and enjoy exclusive behind-the-scenes access, curator-led tours, and invitations to special events throughout the year.
minimum_amount: 1500
maximum_amount: 4999
currency: GBP
payment_frequency: annually
has_or_had_benefit:
- Behind-the-scenes tours
- Curator-led collection visits
- Patron-only evening events
- Recognition in annual report
- Two guest passes per visit
offered_by: https://nde.nl/ontology/hc/custodian/uk/nhm-london
scheme_url: https://www.nhm.ac.uk/support-us/patrons
is_or_was_tax_deductible:
jurisdiction: UK
deductible_percentage: 100
regulated_by_scheme:
- has_or_had_type: GiftAid
has_or_had_label: Gift Aid
jurisdiction: UK
offers_or_offered:
- has_or_had_percentage:
regulatory_body: HMRC
observed_in: https://nde.nl/ontology/hc/observation/web/2026-01-01/nhm-patrons
has_or_had_score:
has_or_had_score: 0.92
has_or_had_note: Three-tier patron program. Silver is entry level.
- value:
scheme_id: https://nde.nl/ontology/hc/donation-scheme/iish/adopt-history
scheme_type: ADOPTION_ARCHIVE_COLLECTION
scheme_name: Adopt History
scheme_description: Adopt a historical document from the IISH collection and help preserve social history. Your adoption supports digitization and conservation of labor movement archives.
minimum_amount: 150
currency: EUR
payment_frequency: one-time
has_or_had_benefit:
- Adoption certificate
- Digital copy of document
- Name on website donor wall
- Behind-the-scenes tour invitation
offered_by: https://nde.nl/ontology/hc/custodian/nl/iish
scheme_url: https://iisg.amsterdam/en/support/adopt-history
is_or_was_tax_deductible:
jurisdiction: NL
deductible_percentage: 100
regulated_by_scheme:
- has_or_had_type: ANBI
has_or_had_label: ANBI
jurisdiction: NL
offers_or_offered:
- has_or_had_percentage:
regulatory_body: Belastingdienst
observed_in: https://nde.nl/ontology/hc/observation/web/2026-01-01/iish-support
has_or_had_score:
has_or_had_score: 0.9
has_or_had_note: Archive document adoption with flexible donation levels.
- value:
scheme_id: https://nde.nl/ontology/hc/donation-scheme/kb-nl/legacy
scheme_type: LEGACY_BEQUEST
scheme_name: Nalatenschap aan de KB
scheme_description: Overweeg een nalatenschap aan de Koninklijke Bibliotheek en help de nationale bibliotheekcollectie voor toekomstige generaties te bewaren.
minimum_amount: null
currency: EUR
payment_frequency: one-time
has_or_had_benefit:
- Persoonlijk gesprek met directie
- Erkenning in jaarverslag (optioneel)
- Nalatenschap volledig naar collectie
offered_by: https://nde.nl/ontology/hc/custodian/nl/kb
scheme_url: https://www.kb.nl/over-ons/steun-de-kb/nalatenschap
is_or_was_tax_deductible:
jurisdiction: NL
deductible_percentage: 100
regulated_by_scheme:
- has_or_had_type: ANBI
has_or_had_label: ANBI (erfbelasting vrijstelling)
has_or_had_description: ANBI status with inheritance tax exemption
jurisdiction: NL
offers_or_offered:
- has_or_had_percentage:
regulatory_body: Belastingdienst
has_or_had_contact_point:
observed_in: https://nde.nl/ontology/hc/observation/web/2026-01-01/kb-support
has_or_had_score:
has_or_had_score: 0.85
has_or_had_note: Legacy giving page with limited detail. Estate tax benefits apply.
annotations:
specificity_score: 0.1
specificity_rationale: Generic utility class/slot created during migration
custodian_types: "['*']"
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