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field guide / candidate

Citation rules — qualification

The distinct qualification 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
docs_urls
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.

Qualification status

Result
NOT RUN
Disposition
HELD
Reviewer
Not recorded
Receipt
Not recorded

This page defines proposed acceptance criteria for the docs_urls lane. It does not execute tests, establish compliance, qualify the subject, or authorize an effect.

Lane-specific instrument aids

No verified instrument is assigned to this qualification lane.

Outcome definitions

Verified
All stated evidence and acceptance requirements passed for the exact reviewed revision; this still does not authorize deployment or an external effect.
Failed
One or more deterministic acceptance requirements failed with an inspectable reason.
Needs review
Evidence or interpretation is incomplete, conflicting, or awaits an identified human reviewer.
Held
Authority, required evidence, safe execution conditions, or a principal gate is absent.

The current record remains NOT RUN / HELD. These definitions describe candidate outcomes only.

Proposed deterministic acceptance tests

Route-resolution and distinct-content checks apply only to the admitted canonical routes in this record. Held source-proposed extensions are non-resolving proposals and are excluded.

  • The overview route explains the guide's purpose, audience, prerequisites, record ownership, and proposal lifecycle without claiming deployment.
  • Every step route contains actionable ordered work and identifies the record or receipt produced by each major step.
  • The tools route distinguishes named native surfaces from connected provider or production behavior.
  • The forms route includes source locator, provenance, revision, uncertainty, owner, and deadline fields.
  • The examples route contains at least three distinct scenarios: guided inquiry, source comparison, and lesson or study pathway construction; each example links claims to source records and marks uncertainty.
  • The qualification route states that a citation is not qualified merely because a source exists; the claim, locator, provenance, scope, and uncertainty must be inspectable.
  • The related-jobs route links Guided inquiry, Source comparison, Lesson pathways, Study records, and Uncertainty marking with distinct descriptions rather than duplicate doorway text.
  • A citation record can be traced through canonical ID, origin, source locator, provenance, revision, and lifecycle fields when those values are available.
  • A disputed or consequential conclusion can be placed in Needs review or Held state with a preserved receipt.
  • A user can complete the core form using keyboard navigation, visible labels, text alternatives for status, and non-color-only uncertainty states.
  • Invalid or incomplete submissions identify the missing field and preserve the draft rather than presenting it as qualified.
  • No route claims provider connection, database authority, customer indexing, publication, external send, or production qualification.

Negative and held-state tests

  • A source title without a locator can create an unverifiable citation.
  • Paraphrase may be mistaken for quotation unless the distinction is explicit.
  • Multiple sources may appear to agree while relying on the same unsupported premise.
  • A citation can support a narrow claim but not the broader conclusion drawn from it.
  • Stale, revised, inaccessible, or conflicting source material can make an apparently precise citation misleading.
  • Agent-generated summaries may be mistaken for source evidence or human approval.
  • A local prototype route may be mistaken for a connected web feature or published documentation.
  • Medical, legal, financial, safety, or other consequential conclusions require qualified human review outside this guide.
  • Private notes, attachments, and held records must not be exposed through a public documentation route.
  • Missing deadlines or owners can leave uncertainty unresolved and make stale work appear current.

Qualification claim boundary

Potentially allowed only after the stated evidence

  • This is a proposed field guide for source-backed inquiry and uncertainty marking.
  • The source record identifies Socrates as the owner agent and lists Guided inquiry, Source comparison, Lesson pathways, Study records, and Uncertainty marking as related jobs.
  • The observed contract describes canonical IDs, source locators, provenance, revisions, lifecycle, tags, links, and attachments as record concepts.
  • The observed native contract describes local Notebook, PointGuard, approval, search, and agent-log surfaces with the stated prototype or indexed labels.
  • The guide can specify forms, workbacks, accessibility expectations, and acceptance tests for future implementation.

Still held

  • That this guide is deployed or publicly published.
  • That Socrates is connected as a production provider or has authority to act externally.
  • That any app route is a connected web feature rather than a local prototype or index.
  • That a citation, conclusion, source comparison, lesson pathway, or study record is qualified merely because it was entered into a form.
  • That any database, customer index, publication workflow, external send, upload, protected storage, or provider effect is active.
  • That the listed related jobs or source reference contain more detail than supplied in the source 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
  • Observed native contract: project_and_field_guide_collections
  • Observed native contract: records
  • Observed native contract: deadlines
  • Observed native contract: pointguard
  • App route: /app/notebook/field-guides/
  • App route: /app/notebook/notes/
  • App route: /app/notebook/files/
  • App route: /app/notebook/projects/
  • App route: /app/notebook/approvals/
  • App route: /app/notebook/agent-logs/
  • App route: /app/notebook/search/
  • App route: /app/pointguard/