Citation rules — forms

The distinct forms record for Citation rules. This page is proposal-only.

Status: proposedLifecycle: candidate

Record status

Record ID: field-guide:citation-rules
Parent lifecycle: candidate
Page lane: plan
Lane lifecycle: proposed
Owner: Socrates
Owner role: Not separately recorded
Owner status: Not separately recorded
Qualification result: NOT RUN · held for evidence and human review

Working browser surface: Field guides — documentation — Inspect the guide and persist local checkpoints. This route is local-only; provider, credential, database, customer, publication, deployment, and production effects remain held.

Proposed form sections

Each section is a candidate schema for inspectable records. Required-field presence does not establish factual truth.

Scope and ownership

Define what is being cited, who owns the record, and what work is allowed.

record title
claim or question
owner agent
related job
audience
visibility
source record ID
source refs
allowed action boundary

Source identity

Capture enough source identity to distinguish evidence without asserting unverified access or publication.

source locator
source title or label
source type
source SHA-256 if available
origin
provenance statement
captured or reviewed date
revision identifier
lifecycle

Claim mapping

Connect each claim to a precise source location and explicitly mark support quality.

claim text
claim scope
locator detail
support status
direct quote or paraphrase marker
interpretation notes
uncertainty level
contradictory evidence link
unsupported-claim reason

Review and completion

Record checks, unresolved gaps, deadlines, and human review status.

reviewer
review date
checkpoint results
open questions
dueAt
priority
completion state
approval state
receipt or evidence link
revision notes

Accessible state contract

Every field requires a visible and programmatic label.
Required and optional fields must be stated in text.
Invalid entries require an actionable message linked to the field.
Blocked and Held states remain visible without relying on color alone.

Supporting documentation fields

These fields come from the tools lane and remain separate from the primary operating form.

Citation scope

Define what is being cited and why before drafting.

claim or passage to support
intended audience
citation purpose: evidence, comparison, lesson, or uncertainty
related job or study pathway
record owner

Source identity

Capture the source identity and locator without assuming external connectivity.

source title
creator or issuing body
source type
canonical source locator
specific locator: page, section, timestamp, figure, or anchor
access or observation date
source record ID if already indexed

Provenance and integrity

Preserve traceability and distinguish observed material from interpretation.

source SHA-256 when available
origin
provenance note
quoted text or faithful paraphrase
translation or transformation note
source revision or edition
attachment or local file reference

Claim and uncertainty review

Separate supported claims from interpretation and mark limits explicitly.

claim status: supported, partially supported, disputed, or held
supporting excerpt
inference label
uncertainty statement
contradictory source references
reviewer or reviewing agent
review decision

Citation receipt

Create a durable review artifact for later inspection.

citation receipt ID
linked record IDs
citation format used
verification steps completed
open follow-up
next review date
visibility: private, held, or reviewable

Required or proposed record references

No record existence is asserted by this documentation page.

A source-labelled note for each claim or claim group
A source-labelled file reference when evidence is a file
A field-guide record containing ordered steps and checkpoints
A to-do record for unresolved citation or review work
An approval record for any proposed decision about citation quality
An agent-log record preserving authority, work state, and receipts
field guide record
source-labelled note
source file reference when applicable
citation receipt
revision record
approval or held-review record

Sources and evidence

These pointers bind the page to evidence. They do not grant authority or collapse verification into deployment.

source_record:field-guide:citation-rules
agents/index.html#socrates
field-guide:citation-rules:plan
Observed native contract: records preserve canonical IDs, origin, source locators, source SHA-256, provenance, revision, lifecycle, tags, links, attachments, and record revisions
Observed native contract: PointGuard is a persistent cross-app context surface while specialist apps remain execution and canonical-record owners
Observed app route: /app/notebook/field-guides/
Observed app route: /app/notebook/notes/
Observed app route: /app/notebook/files/
Observed app route: /app/notebook/to-dos/
Observed app route: /app/notebook/approvals/
Observed app route: /app/notebook/agent-logs/
Allowed instrument: checksum-verifier
field-guide:citation-rules:tools
OBSERVED_NATIVE_CONTRACT.records
OBSERVED_NATIVE_CONTRACT.pointguard
/app/notebook/field-guides/
/app/notebook/notes/
/app/notebook/files/
/app/notebook/approvals/
/app/notebook/agent-logs/
/app/notebook/search/
checksum-verifier
sha-256-hash-function-demo