Source: https://guthlabs.ai/docs/field-guides/citation-rules/qualification/

field guide / candidate

# Citation rules — qualification

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

Status: **proposed**Lifecycle: **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](<https://guthlabs.ai/docs/field-guides/>) — 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/`
