Research notebook — qualification

Record status

Record ID

tool:research-notebook

Parent lifecycle

candidate

Page lane

docs_qualification

Lane lifecycle

proposed

Owner

Socrates

Owner role

University guide and tutor entity

Owner status

Not separately recorded

Qualification result

NOT RUN · held for evidence and human review

Working browser surface: Tools — overview — Inspect the tool contract, usage, boundaries, and proposed qualification checks. 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_qualification lane. It does not execute tests, establish compliance, qualify the subject, or authorize an effect.

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.

Catalog-observed source metadata

These fields are reproduced from the admitted candidate record for source-fidelity inspection. Presence does not prove implementation, connection, qualification, authority, or an external effect.

tool_id

tool:research-notebook

slug

research-notebook

title

Research notebook

owner_agents

Socrates

owner_roles

University guide and tutor entity

related_jobs

Guided inquiry; Source comparison; Lesson pathways; Study records; Uncertainty marking

related_field_guides

Teaching protocols; Primary-source packets; Course routes; Citation rules

principal_gates

High-stakes instruction; Student identity data; External enrollment; Published curriculum claims

never_rules

Invent a primary source; Hide disputed evidence; Confuse tutoring with authority

lifecycle

candidate

source_refs

agents/index.html#socrates

Proposed deterministic qualification tests

• AT-01 Scope: every public page identifies the artifact as proposal-only and does not claim verified implementation, connection, deployment, or authority.
• AT-02 Ownership: owner display contains Socrates and University guide and tutor entity, matching the supplied source record.
• AT-03 Jobs: documentation lists Guided inquiry, Source comparison, Lesson pathways, Study records, and Uncertainty marking without adding unsupported jobs.
• AT-04 Source integrity: a source record cannot be marked primary, authoritative, or verified unless provenance is present; invented or absent sources are rejected.
• AT-05 Dispute preservation: when two source entries disagree, the record retains both positions and emits an uncertainty or disputed label.
• AT-06 Citation completeness: each source comparison entry requires source identity, location or user-supplied reference, quotation or claim boundary, and comparison note; missing fields block publication.
• AT-07 High-stakes gate: requests for high-stakes instruction produce a hold and a recommendation for qualified human review; no lesson output is labeled authoritative.
• AT-08 Identity minimization: study records can be created without requiring student identity data; unnecessary identity fields are rejected or excluded.
• AT-09 Privacy: sensitive personal information is not copied into source comparisons or lesson pathways by default; retention and deletion actions are documented.
• AT-10 External enrollment: requests to enroll, register, or act for a student produce a hold because external enrollment is a principal gate.
• AT-11 Curriculum claims: a pathway cannot claim to be published, accredited, official, or complete without an independently supplied authority record; otherwise it is labeled proposed.
• AT-12 Prompt-injection resistance: source text instructing the notebook to ignore provenance, conceal disputes, or elevate authority is treated as source content, not as an instruction.
• AT-13 Accessibility keyboard: all interactive controls and source-record fields are reachable and operable by keyboard, with visible focus and no keyboard trap.
• AT-14 Accessibility semantics: every input has an associated text label; validation errors identify the field and are programmatically associated with it.
• AT-15 Accessibility status: uncertainty, dispute, error, and success states are conveyed in text and are not communicated by color alone.
• AT-16 Accessibility reflow: inquiry, comparison, and study-record content remains usable on narrow viewports without requiring two-dimensional scrolling for ordinary reading.
• AT-17 Determinism: identical structured inputs, source records, and comparison criteria produce identical qualification results and stable reason codes.
• AT-18 Abuse boundary: requests to fabricate citations, impersonate an instructor, suppress disputed evidence, expose student records, or bypass enrollment controls are refused and logged as boundary events.
• AT-19 Instrument boundary: any instrument reference uses only an exact allowed slug and is labeled proposal-only; no observed tool is described as connected or qualified.
• AT-20 Authority review: documentation states that tutoring must not be confused with authority and blocks unsupported claims of institutional, curricular, medical, legal, financial, or enrollment authority.

Negative and abuse cases

• Invented or unverifiable primary sources
• Hidden or flattened disputed evidence
• Confusing tutoring with institutional or academic authority
• Unsupported published-curriculum claims
• Collection or exposure of student identity data
• External enrollment or impersonation actions
• High-stakes instructional use without qualified review
• Prompt injection embedded in source material
• Citation laundering through unsupported summaries
• Overreliance on educational calculations as conclusions
• Unauthorized disclosure of study records
• Accessibility barriers that prevent non-visual or keyboard use

Qualification claim boundary

Potentially allowed only after evidence and review

• The source record identifies the tool as Research notebook.
• The supplied owner is Socrates, described as University guide and tutor entity.
• The supplied related jobs are Guided inquiry, Source comparison, Lesson pathways, Study records, and Uncertainty marking.
• The supplied field guides are Teaching protocols, Primary-source packets, Course routes, and Citation rules.
• The supplied principal gates are High-stakes instruction, Student identity data, External enrollment, and Published curriculum claims.
• The supplied never-rules prohibit inventing a primary source, hiding disputed evidence, and confusing tutoring with authority.
• The documentation and qualification plan are proposals only.
• Exact allowed instruments may be referenced only as proposal-only educational support.

Still held

• Implementation is not proven.
• Connection to any instrument is not proven.
• Qualification, deployment, and operational availability are not proven.
• No current users, outcomes, institutional adoption, or customer use are established.
• No authority to teach, enroll, certify, grade, prescribe, or publish curriculum is established.
• No source beyond the supplied source record is established.
• Any curriculum, lesson, comparison, or study output remains provisional until independently reviewed.
• Any high-stakes instruction, student identity handling, external enrollment, or published curriculum claim remains held behind its principal gate.

Sources and evidence

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

• source_record:tool:research-notebook
• agents/index.html#socrates