Source: https://guthlabs.ai/docs/tools/research-notebook/qualification/ tool / candidate # Research notebook — qualification The distinct qualification record for Research notebook. This page is proposal-only. Status: **proposed**Lifecycle: **candidate** ## 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. ### Lane-specific instrument aids [scientific-calculatoroptional · Proposal-only arithmetic support for transparent educational examples; must not be presented as evidence, instruction authority, or a verified connection.]()[statistics-suite-descriptive-statsoptional · Proposal-only descriptive-statistics support for comparing user-supplied study data; must not be presented as a research conclusion or authoritative analysis.]()[correlation-covariance-calculatoroptional · Proposal-only exploration of relationships in user-supplied data; documentation must state that calculation does not establish causation.]() ## 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`