# Vercy AI instruction - YAML 1.2 (JSON-compatible) { "vercy": "1.0-draft", "publication": { "status": "published", "adjudicationStatus": "reviewable-draft", "publishableCanonical": false, "generatedAt": "2026-10-06T19:48:56Z", "synthesisSha256": "09a03592315325a107b8a6ec2700156fb40c8964468c433d357134eb76d32526", "providerMode": "single-provider-waiver", "providers": [ "Codex" ], "waivedProviders": [ "Claude", "Grok" ] }, "metaModel": { "id": "WM-ACT-037", "registryId": "vr.wm-act-037", "name": "Survey Administration", "version": "0.1.0", "previousVersions": [], "entryKind": "entity", "family": "World Models", "category": "Activities and processes", "industry": [ "Cross-industry" ], "domain": [ "ACT.SRVY" ], "tags": [ "survey", "administration", "act.srvy" ], "status": "published" }, "canonicalUrl": "https://ver.cy/models/wm-act-037-survey-administration/", "sourceUrl": "https://github.com/ver-cy/world-models/tree/feat/mega-model-registry/research/runs/wm-act-037", "model": { "registry_id": "vr.wm-act-037", "model_id": "WM-ACT-037", "name": "Survey Administration", "entry_kind": "entity", "purpose": "Represent a governed survey administration, its sample and collection waves, response outcomes and quality evidence.", "scope_statement": "A persistent operational administration record from planning through collection closure and handoff, with one or more explicit waves. Own local collection context and evidence links; retain questionnaire, frame, respondent and dataset master ownership outside this root.", "in_scope": [ "Administration identity, authorized purpose and collection protocol", "Frame snapshot and approved selection references, panel membership and wave bindings", "Readiness, assigned contacts, participation evidence, response provenance and case dispositions", "Qualified outcome measures, quality review, closure, authorized handoff and local record continuity" ], "out_of_scope": [ "Questionnaire content design and instrument master lifecycle", "Master population registers, person identity, study-wide research design and dataset lifecycle", "Executable sampling, inferential estimation, weighting, imputation and statistics publication", "Automatic contact, external system operation and jurisdictional legal-compliance determination" ], "boundary_notes": [ { "neighbor": "WM-DAT-009 Survey / Questionnaire", "distinction": "The registry parent candidate becomes a reference to the instrument actually used. An administration is not a questionnaire subtype and cannot own questionnaire authoring or lifecycle.", "source_refs": [ "SRC-001", "SRC-003" ] }, { "neighbor": "Sampling frame and population masters", "distinction": "Bind a snapshot and selection evidence; do not maintain a replacement population register.", "source_refs": [ "SRC-001", "SRC-002" ] }, { "neighbor": "Respondent and collection case", "distinction": "A case concerns a selected reporting unit; a respondent can answer as proxy or representative. Restricted identity links are not embedded in public metadata.", "source_refs": [ "SRC-001", "SRC-006" ] }, { "neighbor": "Study and output dataset", "distinction": "Study goals and produced datasets have independent identity and custodians; this root records collection context and authorized handoff, not statistical inference.", "source_refs": [ "SRC-001", "SRC-002", "SRC-007" ] } ] }, "sources": [ { "id": "SRC-001", "title": "DDI Lifecycle DataCollection model documentation", "organization": "DDI Alliance", "url": "https://ddialliance.github.io/ddimodel-web/DDI-L-3.3/item-types/DataCollection/", "version_or_date": "DDI Lifecycle 3.3; model documentation 0.1", "source_type": "schema", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T19:47:39Z", "relevance": "Separate instrument, methodology, sample and collection-event references; versioned metadata identity." }, { "id": "SRC-002", "title": "Statistics Canada Quality Guidelines - Process quality guidelines", "organization": "Statistics Canada", "url": "https://www150.statcan.gc.ca/n1/pub/12-539-x/2019001/process-concernant-eng.htm", "version_or_date": "2019 edition; selected design, acquisition and processing sections", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T19:47:39Z", "relevance": "Frame and sample context, acquisition readiness, data capture and handoff; Canadian guidance is a bounded example." }, { "id": "SRC-003", "title": "Statistical Quality Standard B1 - Establishing and Implementing Data Collection Methods", "organization": "United States Census Bureau", "url": "https://www.census.gov/about/policies/quality/standards/standardb1.html", "version_or_date": "Web standard consulted 2026-10-06; selected B1-2 to B1-3 provisions; revision not pinned", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T19:47:39Z", "relevance": "Collection planning, response criteria, systems tests, staff preparation and fieldwork monitoring within its institutional scope." }, { "id": "SRC-004", "title": "Statistical Quality Standard D3 - Producing Measures and Indicators of Nonsampling Error", "organization": "United States Census Bureau", "url": "https://www.census.gov/about/policies/quality/standards/standardd3.html", "version_or_date": "Web standard consulted 2026-10-06; selected D3-2 and D3-3 provisions; revision not pinned", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T19:47:39Z", "relevance": "Nonresponse and coverage indicators, weighted versus unweighted measures, panel attrition and documented denominator rules; no universal thresholds adopted." }, { "id": "SRC-005", "title": "Standard Definitions - official overview", "organization": "American Association for Public Opinion Research", "url": "https://aapor.org/standards-and-ethics/standard-definitions/", "version_or_date": "Landing page identifies 10th edition, 2023; full report and formulas not reviewed", "source_type": "first-party-doc", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T19:47:39Z", "relevance": "Final case dispositions and outcome-rate interpretation; response rate alone does not establish absence or size of nonresponse error." }, { "id": "SRC-006", "title": "Code of Professional Ethics and Practices", "organization": "American Association for Public Opinion Research", "url": "https://aapor.org/standards-and-ethics/", "version_or_date": "Official page labels revised June 2026; selected definitions and participant/privacy provisions", "source_type": "first-party-doc", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T19:47:39Z", "relevance": "Participation, vulnerable persons, privacy and separation of generated data from human responses; professional code is not a jurisdictional legal opinion." }, { "id": "SRC-007", "title": "Chapter 3.4 - Data collection planning and management", "organization": "Statistics Canada", "url": "https://www150.statcan.gc.ca/n1/pub/11-634-x/2016001/section3/chap4-eng.htm", "version_or_date": "2016 publication path; selected sections 1 to 4", "source_type": "public-authority", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T19:47:39Z", "relevance": "Collection governance, resource planning, mode choice, respondent burden, schedules and monitoring." }, { "id": "SRC-008", "title": "PROV-O - The PROV Ontology", "organization": "World Wide Web Consortium", "url": "https://www.w3.org/TR/prov-o/", "version_or_date": "Recommendation 2013-04-30; selected starting-point terms", "source_type": "ontology", "primary_source": true, "authority_tier": 1, "accessed_at": "2026-10-06T19:47:39Z", "relevance": "Attribution, activity association and derivation support traceable revisions; provenance is not proof of truth or authorization." } ], "structure": { "bundles": [ { "id": "bundle-governance", "name": "Identity purpose and authority", "description": "Administration context for identity purpose and authority.", "rationale": "Authored logical grouping of evidenced concerns; no source mandates this hierarchy.", "source_refs": [ "SRC-001", "SRC-002", "SRC-006", "SRC-007", "SRC-008" ], "layers": [ { "id": "layer-identity", "name": "Administration identity", "description": "One governed administration record can cover one or more explicitly identified waves. Its identity survives pauses and corrections; wave, collection case, sample unit and respondent keys are distinct.", "source_refs": [ "SRC-001", "SRC-007", "SRC-008" ], "findings": [ { "id": "finding-identity", "name": "Persistent administration and subordinate keys", "description": "One governed administration record can cover one or more explicitly identified waves. Its identity survives pauses and corrections; wave, collection case, sample unit and respondent keys are distinct.", "source_refs": [ "SRC-001", "SRC-007", "SRC-008" ], "questions": [ { "id": "q-identity-1", "text": "Which master namespace and stable key identify this administration independently of its title and collection dates?", "kind": "identity", "answer_data": [ "administration: master_namespace, administration_id, revision, alias_evidence, reconciliation_state", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-identity-2", "text": "How are study, wave, collection case, sampled unit and respondent references distinguished within this administration?", "kind": "relationship", "answer_data": [ "bindings: study_ref, wave_ref, case_ref, sample_unit_ref, respondent_role_ref, linkage_authority", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-identity-3", "text": "What declared collection design and current operational state classify this administration?", "kind": "classification", "answer_data": [ "classification: design_type, cross_section_or_panel, planned_or_actual_state, state_evidence, assessment_time", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] } ], "data_elements": [ { "id": "data-identity-1", "name": "administration", "description": "Candidate field group: administration: master_namespace, administration_id, revision, alias_evidence, reconciliation_state. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-007", "SRC-008" ] }, { "id": "data-identity-2", "name": "bindings", "description": "Candidate field group: bindings: study_ref, wave_ref, case_ref, sample_unit_ref, respondent_role_ref, linkage_authority. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-007", "SRC-008" ] }, { "id": "data-identity-3", "name": "classification", "description": "Candidate field group: classification: design_type, cross_section_or_panel, planned_or_actual_state, state_evidence, assessment_time. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-007", "SRC-008" ] } ], "artifacts": [ { "id": "artifact-identity", "name": "Administration identity register", "description": "Versioned administration-local evidence register or reference index. Preserve authoritative external records and restrict identifying payload by recipient purpose.", "media_or_form": [ "structured register", "authorized document projection" ], "serial": true, "identity_strategy": "Authoritative master-system identifier and namespace first; otherwise governed global IRI or local opaque UUID. Use administration key, artifact type and immutable sequence or revision; never personal names or dates as sole identity.", "source_refs": [ "SRC-001", "SRC-007", "SRC-008" ] } ], "inline_only_rationale": null } ] }, { "id": "layer-mandate", "name": "Purpose and accountability", "description": "Record the adopting Dimension owner, objectives, authority and approved collection protocol. Sponsorship, infrastructure control and operational assignment do not independently grant access or authority.", "source_refs": [ "SRC-002", "SRC-006", "SRC-007" ], "findings": [ { "id": "finding-mandate", "name": "Authorized purpose and accountable stewardship", "description": "Record the adopting Dimension owner, objectives, authority and approved collection protocol. Sponsorship, infrastructure control and operational assignment do not independently grant access or authority.", "source_refs": [ "SRC-002", "SRC-006", "SRC-007" ], "questions": [ { "id": "q-mandate-1", "text": "Which accountable roles own the administration and approve its collection purpose?", "kind": "ownership", "answer_data": [ "accountability: owner_role, steward_role, delegated_roles, approval_ref, effective_period", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-mandate-2", "text": "What evidence establishes the permitted collection purpose and applicable participation regime?", "kind": "authority", "answer_data": [ "authority: purpose, protocol_version, jurisdiction_profile, participation_basis, ethics_review_status, unresolved_review", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-mandate-3", "text": "Which approved resource, burden and delivery limits constrain this collection?", "kind": "constraint", "answer_data": [ "limits: budget_ref, staffing_capacity, burden_target, delivery_deadline, escalation_route", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] } ], "data_elements": [ { "id": "data-mandate-1", "name": "accountability", "description": "Candidate field group: accountability: owner_role, steward_role, delegated_roles, approval_ref, effective_period. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-006", "SRC-007" ] }, { "id": "data-mandate-2", "name": "authority", "description": "Candidate field group: authority: purpose, protocol_version, jurisdiction_profile, participation_basis, ethics_review_status, unresolved_review. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-006", "SRC-007" ] }, { "id": "data-mandate-3", "name": "limits", "description": "Candidate field group: limits: budget_ref, staffing_capacity, burden_target, delivery_deadline, escalation_route. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-006", "SRC-007" ] } ], "artifacts": [ { "id": "artifact-mandate", "name": "Purpose and authority assessment", "description": "Versioned administration-local evidence register or reference index. Preserve authoritative external records and restrict identifying payload by recipient purpose.", "media_or_form": [ "structured register", "authorized document projection" ], "serial": true, "identity_strategy": "Authoritative master-system identifier and namespace first; otherwise governed global IRI or local opaque UUID. Use administration key, artifact type and immutable sequence or revision; never personal names or dates as sole identity.", "source_refs": [ "SRC-002", "SRC-006", "SRC-007" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "bundle-sampling", "name": "Population frame and selection", "description": "Administration context for population frame and selection.", "rationale": "Authored logical grouping of evidenced concerns; no source mandates this hierarchy.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-007" ], "layers": [ { "id": "layer-frame", "name": "Population and frame", "description": "Keep intended population and the available frame snapshot separate. Geographic and temporal coverage are contextual properties, not physical dimensions of the administration.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-007" ], "findings": [ { "id": "finding-frame", "name": "Target population and frame coverage", "description": "Keep intended population and the available frame snapshot separate. Geographic and temporal coverage are contextual properties, not physical dimensions of the administration.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-007" ], "questions": [ { "id": "q-frame-1", "text": "Which population and unit definitions establish eligibility for the administration?", "kind": "definition", "answer_data": [ "population: target_population, sampling_unit_definition, reporting_unit_definition, analysis_unit_ref, eligibility_rule", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-frame-2", "text": "Which frame snapshot and provenance support the eligible collection units?", "kind": "provenance", "answer_data": [ "frame: master_ref, snapshot_version, reference_date, provider_role, acquisition_basis, update_policy", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-frame-3", "text": "Which geographic or temporal exclusions, duplicates and coverage gaps affect that frame?", "kind": "spatial", "answer_data": [ "coverage: area_definition_ref, geographic_version, reference_period, exclusion_reason, duplication_evidence, uncertainty", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] } ], "data_elements": [ { "id": "data-frame-1", "name": "population", "description": "Candidate field group: population: target_population, sampling_unit_definition, reporting_unit_definition, analysis_unit_ref, eligibility_rule. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-007" ] }, { "id": "data-frame-2", "name": "frame", "description": "Candidate field group: frame: master_ref, snapshot_version, reference_date, provider_role, acquisition_basis, update_policy. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-007" ] }, { "id": "data-frame-3", "name": "coverage", "description": "Candidate field group: coverage: area_definition_ref, geographic_version, reference_period, exclusion_reason, duplication_evidence, uncertainty. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-007" ] } ], "artifacts": [ { "id": "artifact-frame", "name": "Frame coverage assessment", "description": "Versioned administration-local evidence register or reference index. Preserve authoritative external records and restrict identifying payload by recipient purpose.", "media_or_form": [ "structured register", "authorized document projection" ], "serial": true, "identity_strategy": "Authoritative master-system identifier and namespace first; otherwise governed global IRI or local opaque UUID. Use administration key, artifact type and immutable sequence or revision; never personal names or dates as sole identity.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004", "SRC-007" ] } ], "inline_only_rationale": null } ] }, { "id": "layer-sample", "name": "Selection and panel continuity", "description": "Represent probability sampling, nonprobability recruitment and complete enumeration explicitly. Unknown inclusion probabilities stay unknown. Selection evidence and panel links are local references, not a new sampling engine.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004" ], "findings": [ { "id": "finding-sample", "name": "Documented selection and allocation", "description": "Represent probability sampling, nonprobability recruitment and complete enumeration explicitly. Unknown inclusion probabilities stay unknown. Selection evidence and panel links are local references, not a new sampling engine.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004" ], "questions": [ { "id": "q-sample-1", "text": "Which approved design and selection evidence produced the issued units?", "kind": "process", "answer_data": [ "selection: design_ref, selection_run_ref, method, stratum_ref, cluster_ref, inclusion_probability_status, sample_snapshot", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-sample-2", "text": "How do issued counts and selection probabilities reconcile with the planned allocation?", "kind": "measurement", "answer_data": [ "allocation: planned_count, issued_count, unit, stratum, selection_probability, derivation_ref, discrepancy_reason", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-sample-3", "text": "How are refreshment, rotation, replacement and attrition handled across repeated waves?", "kind": "lifecycle", "answer_data": [ "continuity: panel_unit_ref, wave_membership, entry_exit_reason, replacement_authority, overlap_rule, attrition_assessment", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] } ], "data_elements": [ { "id": "data-sample-1", "name": "selection", "description": "Candidate field group: selection: design_ref, selection_run_ref, method, stratum_ref, cluster_ref, inclusion_probability_status, sample_snapshot. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-004" ] }, { "id": "data-sample-2", "name": "allocation", "description": "Candidate field group: allocation: planned_count, issued_count, unit, stratum, selection_probability, derivation_ref, discrepancy_reason. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-004" ] }, { "id": "data-sample-3", "name": "continuity", "description": "Candidate field group: continuity: panel_unit_ref, wave_membership, entry_exit_reason, replacement_authority, overlap_rule, attrition_assessment. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-004" ] } ], "artifacts": [ { "id": "artifact-sample", "name": "Sample issue and continuity ledger", "description": "Versioned administration-local evidence register or reference index. Preserve authoritative external records and restrict identifying payload by recipient purpose.", "media_or_form": [ "structured register", "authorized document projection" ], "serial": true, "identity_strategy": "Authoritative master-system identifier and namespace first; otherwise governed global IRI or local opaque UUID. Use administration key, artifact type and immutable sequence or revision; never personal names or dates as sole identity.", "source_refs": [ "SRC-001", "SRC-002", "SRC-004" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "bundle-preparation", "name": "Wave configuration and readiness", "description": "Administration context for wave configuration and readiness.", "rationale": "Authored logical grouping of evidenced concerns; no source mandates this hierarchy.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-007" ], "layers": [ { "id": "layer-wave", "name": "Wave and instrument binding", "description": "A wave has planned and actual collection windows and a separate reference period. Preserve the version actually used for each response, including mode or language variants and mid-wave amendments.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003" ], "findings": [ { "id": "finding-wave", "name": "Collection periods and pinned instruments", "description": "A wave has planned and actual collection windows and a separate reference period. Preserve the version actually used for each response, including mode or language variants and mid-wave amendments.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003" ], "questions": [ { "id": "q-wave-1", "text": "What planned and actual collection windows and reference periods apply to each wave?", "kind": "temporal", "answer_data": [ "wave_time: wave_id, planned_start_end, actual_start_end, reference_period, timezone, precision, pause_intervals", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-wave-2", "text": "Which questionnaire versions, language variants and collection modes are bound to the wave?", "kind": "composition", "answer_data": [ "instrument: questionnaire_master_ref, version, variant, language, mode, routing_profile_ref, assignment_scope", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-wave-3", "text": "How is an instrument or mode change during collection approved and traced to affected cases?", "kind": "exception", "answer_data": [ "amendment: old_new_binding, approval_ref, effective_time, affected_case_refs, comparability_assessment, unresolved_cases", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] } ], "data_elements": [ { "id": "data-wave-1", "name": "wave_time", "description": "Candidate field group: wave_time: wave_id, planned_start_end, actual_start_end, reference_period, timezone, precision, pause_intervals. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-003" ] }, { "id": "data-wave-2", "name": "instrument", "description": "Candidate field group: instrument: questionnaire_master_ref, version, variant, language, mode, routing_profile_ref, assignment_scope. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-003" ] }, { "id": "data-wave-3", "name": "amendment", "description": "Candidate field group: amendment: old_new_binding, approval_ref, effective_time, affected_case_refs, comparability_assessment, unresolved_cases. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-003" ] } ], "artifacts": [ { "id": "artifact-wave", "name": "Wave instrument binding register", "description": "Versioned administration-local evidence register or reference index. Preserve authoritative external records and restrict identifying payload by recipient purpose.", "media_or_form": [ "structured register", "authorized document projection" ], "serial": true, "identity_strategy": "Authoritative master-system identifier and namespace first; otherwise governed global IRI or local opaque UUID. Use administration key, artifact type and immutable sequence or revision; never personal names or dates as sole identity.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003" ] } ], "inline_only_rationale": null } ] }, { "id": "layer-readiness", "name": "Readiness and controlled transitions", "description": "Readiness requires evidenced resources, staff preparation and system checks against an approved protocol. Recording readiness or a transition does not operate a fieldwork system.", "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ], "findings": [ { "id": "finding-readiness", "name": "Evidence for fieldwork readiness", "description": "Readiness requires evidenced resources, staff preparation and system checks against an approved protocol. Recording readiness or a transition does not operate a fieldwork system.", "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ], "questions": [ { "id": "q-readiness-1", "text": "Which readiness evidence is required before the wave can be recorded as ready?", "kind": "requirement", "answer_data": [ "readiness: protocol_ref, staff_training_ref, accessibility_checks, instrument_test_ref, system_test_ref, unresolved_defects", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-readiness-2", "text": "Which authority and evidence support opening, pausing, resuming or closing this wave?", "kind": "state", "answer_data": [ "transition: prior_state, requested_state, decision_ref, actor_role, reason, effective_time, recorded_time", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-readiness-3", "text": "What contingency route applies when capacity, equipment or collection systems fail?", "kind": "exception", "answer_data": [ "contingency: incident_ref, affected_scope, fallback_protocol_ref, recovery_evidence, reconciliation_status", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] } ], "data_elements": [ { "id": "data-readiness-1", "name": "readiness", "description": "Candidate field group: readiness: protocol_ref, staff_training_ref, accessibility_checks, instrument_test_ref, system_test_ref, unresolved_defects. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "id": "data-readiness-2", "name": "transition", "description": "Candidate field group: transition: prior_state, requested_state, decision_ref, actor_role, reason, effective_time, recorded_time. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] }, { "id": "data-readiness-3", "name": "contingency", "description": "Candidate field group: contingency: incident_ref, affected_scope, fallback_protocol_ref, recovery_evidence, reconciliation_status. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] } ], "artifacts": [ { "id": "artifact-readiness", "name": "Readiness and transition evidence register", "description": "Versioned administration-local evidence register or reference index. Preserve authoritative external records and restrict identifying payload by recipient purpose.", "media_or_form": [ "structured register", "authorized document projection" ], "serial": true, "identity_strategy": "Authoritative master-system identifier and namespace first; otherwise governed global IRI or local opaque UUID. Use administration key, artifact type and immutable sequence or revision; never personal names or dates as sole identity.", "source_refs": [ "SRC-002", "SRC-003", "SRC-007" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "bundle-interaction", "name": "Contact and participation", "description": "Administration context for contact and participation.", "rationale": "Authored logical grouping of evidenced concerns; no source mandates this hierarchy.", "source_refs": [ "SRC-003", "SRC-006", "SRC-007" ], "layers": [ { "id": "layer-contact", "name": "Contact attempts and assignments", "description": "Store intended assignments separately from observed attempts. Contact limits, approved channels and stopping rules constrain any proposed action; this research includes no automatic outreach.", "source_refs": [ "SRC-003", "SRC-006", "SRC-007" ], "findings": [ { "id": "finding-contact", "name": "Authorized fieldwork interaction records", "description": "Store intended assignments separately from observed attempts. Contact limits, approved channels and stopping rules constrain any proposed action; this research includes no automatic outreach.", "source_refs": [ "SRC-003", "SRC-006", "SRC-007" ], "questions": [ { "id": "q-contact-1", "text": "What approved contact schedule and stopping rules govern this case?", "kind": "process", "answer_data": [ "contact_plan: case_ref, channel_rules, local_contact_window, frequency_limit, stop_rule, protocol_version", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-contact-2", "text": "What actually occurred during each contact attempt and when was it recorded?", "kind": "event", "answer_data": [ "attempt: attempt_id, case_ref, actor_role, mode, occurrence_time, ingestion_time, outcome, evidence_ref", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-contact-3", "text": "Which assigned role may access contact details for this case and for what period?", "kind": "access", "answer_data": [ "assignment: role_ref, case_scope, purpose, authorization_ref, valid_period, restricted_contact_master_ref", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] } ], "data_elements": [ { "id": "data-contact-1", "name": "contact_plan", "description": "Candidate field group: contact_plan: case_ref, channel_rules, local_contact_window, frequency_limit, stop_rule, protocol_version. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-006", "SRC-007" ] }, { "id": "data-contact-2", "name": "attempt", "description": "Candidate field group: attempt: attempt_id, case_ref, actor_role, mode, occurrence_time, ingestion_time, outcome, evidence_ref. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-006", "SRC-007" ] }, { "id": "data-contact-3", "name": "assignment", "description": "Candidate field group: assignment: role_ref, case_scope, purpose, authorization_ref, valid_period, restricted_contact_master_ref. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-006", "SRC-007" ] } ], "artifacts": [ { "id": "artifact-contact", "name": "Contact and assignment journal", "description": "Versioned administration-local evidence register or reference index. Preserve authoritative external records and restrict identifying payload by recipient purpose.", "media_or_form": [ "structured register", "authorized document projection" ], "serial": true, "identity_strategy": "Authoritative master-system identifier and namespace first; otherwise governed global IRI or local opaque UUID. Use administration key, artifact type and immutable sequence or revision; never personal names or dates as sole identity.", "source_refs": [ "SRC-003", "SRC-006", "SRC-007" ] } ], "inline_only_rationale": null } ] }, { "id": "layer-participation", "name": "Participation and respondent safeguards", "description": "Assess consent or another applicable participation basis under the approved profile. Silence is not consent. Protect proxy and vulnerable-person contexts and separate refusal, withdrawal and data-disposition requests.", "source_refs": [ "SRC-006", "SRC-003" ], "findings": [ { "id": "finding-participation", "name": "Participation decisions and communication needs", "description": "Assess consent or another applicable participation basis under the approved profile. Silence is not consent. Protect proxy and vulnerable-person contexts and separate refusal, withdrawal and data-disposition requests.", "source_refs": [ "SRC-006", "SRC-003" ], "questions": [ { "id": "q-participation-1", "text": "What notice and participation decision evidence is required for this respondent under the approved protocol?", "kind": "authority", "answer_data": [ "participation: notice_version, applicable_basis, decision_status, decision_time, evidence_ref, permission_scope", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-participation-2", "text": "What authority and communication support apply when a proxy or vulnerable participant is involved?", "kind": "relationship", "answer_data": [ "support: respondent_role, proxy_authority_ref, safeguarding_review, language_or_accessibility_need, allowed_assistance", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-participation-3", "text": "How are refusal, withdrawal and requests about previously collected data recorded and routed?", "kind": "privacy", "answer_data": [ "withdrawal: request_ref, request_scope, contact_stop_state, applicable_rule_ref, responsible_reviewer, data_disposition_status", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] } ], "data_elements": [ { "id": "data-participation-1", "name": "participation", "description": "Candidate field group: participation: notice_version, applicable_basis, decision_status, decision_time, evidence_ref, permission_scope. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-006", "SRC-003" ] }, { "id": "data-participation-2", "name": "support", "description": "Candidate field group: support: respondent_role, proxy_authority_ref, safeguarding_review, language_or_accessibility_need, allowed_assistance. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-006", "SRC-003" ] }, { "id": "data-participation-3", "name": "withdrawal", "description": "Candidate field group: withdrawal: request_ref, request_scope, contact_stop_state, applicable_rule_ref, responsible_reviewer, data_disposition_status. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-006", "SRC-003" ] } ], "artifacts": [ { "id": "artifact-participation", "name": "Restricted participation and support record", "description": "Versioned administration-local evidence register or reference index. Preserve authoritative external records and restrict identifying payload by recipient purpose.", "media_or_form": [ "structured register", "authorized document projection" ], "serial": true, "identity_strategy": "Authoritative master-system identifier and namespace first; otherwise governed global IRI or local opaque UUID. Use administration key, artifact type and immutable sequence or revision; never personal names or dates as sole identity.", "source_refs": [ "SRC-006", "SRC-003" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "bundle-responses", "name": "Capture and case outcomes", "description": "Administration context for capture and case outcomes.", "rationale": "Authored logical grouping of evidenced concerns; no source mandates this hierarchy.", "source_refs": [ "SRC-001", "SRC-002", "SRC-003", "SRC-004", "SRC-005", "SRC-006", "SRC-008" ], "layers": [ { "id": "layer-capture", "name": "Response capture and provenance", "description": "Identify the received response and the instrument actually used. Preserve distinctions between observed answers, item missingness, capture correction and derived or imputed values; generated data cannot masquerade as human responses.", "source_refs": [ "SRC-001", "SRC-002", "SRC-006", "SRC-008" ], "findings": [ { "id": "finding-capture", "name": "Received responses and processing distinctions", "description": "Identify the received response and the instrument actually used. Preserve distinctions between observed answers, item missingness, capture correction and derived or imputed values; generated data cannot masquerade as human responses.", "source_refs": [ "SRC-001", "SRC-002", "SRC-006", "SRC-008" ], "questions": [ { "id": "q-capture-1", "text": "Which respondent role, case, wave and actual instrument version produced each received response?", "kind": "provenance", "answer_data": [ "response: response_master_ref, case_ref, wave_ref, respondent_role, actual_instrument_version, receipt_time, source_system", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-capture-2", "text": "How are answered, skipped, refused, unknown and invalid items distinguished at capture?", "kind": "quality", "answer_data": [ "item_state: item_ref, instrument_version, observed_value_ref, missingness_code, applicability, validation_flag, evidence_ref", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-capture-3", "text": "How are duplicate, late, corrected or synthetic submissions distinguished from accepted observed responses?", "kind": "validation", "answer_data": [ "reconciliation: submission_id, idempotency_key, source_class, correction_lineage, duplicate_review, late_policy, acceptance_status", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] } ], "data_elements": [ { "id": "data-capture-1", "name": "response", "description": "Candidate field group: response: response_master_ref, case_ref, wave_ref, respondent_role, actual_instrument_version, receipt_time, source_system. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-006", "SRC-008" ] }, { "id": "data-capture-2", "name": "item_state", "description": "Candidate field group: item_state: item_ref, instrument_version, observed_value_ref, missingness_code, applicability, validation_flag, evidence_ref. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-006", "SRC-008" ] }, { "id": "data-capture-3", "name": "reconciliation", "description": "Candidate field group: reconciliation: submission_id, idempotency_key, source_class, correction_lineage, duplicate_review, late_policy, acceptance_status. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-006", "SRC-008" ] } ], "artifacts": [ { "id": "artifact-capture", "name": "Response receipt and lineage index", "description": "Versioned administration-local evidence register or reference index. Preserve authoritative external records and restrict identifying payload by recipient purpose.", "media_or_form": [ "structured register", "authorized document projection" ], "serial": true, "identity_strategy": "Authoritative master-system identifier and namespace first; otherwise governed global IRI or local opaque UUID. Use administration key, artifact type and immutable sequence or revision; never personal names or dates as sole identity.", "source_refs": [ "SRC-001", "SRC-002", "SRC-006", "SRC-008" ] } ], "inline_only_rationale": null } ] }, { "id": "layer-disposition", "name": "Case outcomes and eligibility", "description": "Attempt outcomes, current case state and final disposition are distinct. Code definitions and sufficiency criteria must be pinned; unresolved eligibility is not silently assigned to the ineligible group.", "source_refs": [ "SRC-003", "SRC-004", "SRC-005" ], "findings": [ { "id": "finding-disposition", "name": "Versioned case disposition", "description": "Attempt outcomes, current case state and final disposition are distinct. Code definitions and sufficiency criteria must be pinned; unresolved eligibility is not silently assigned to the ineligible group.", "source_refs": [ "SRC-003", "SRC-004", "SRC-005" ], "questions": [ { "id": "q-disposition-1", "text": "Which versioned disposition scheme and sufficiency criteria classify this case outcome?", "kind": "classification", "answer_data": [ "scheme: code_scheme_ref, edition, complete_definition, partial_definition, outcome_code, mapping_qualification", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-disposition-2", "text": "What evidence supports eligibility, refusal, noncontact or unresolved status for this case?", "kind": "evidence", "answer_data": [ "eligibility: case_ref, evidence_ref, assessed_status, assessor_role, assessment_time, unknown_reason", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-disposition-3", "text": "Which reconciliation and revision rules govern final disposition after new or late evidence?", "kind": "lifecycle", "answer_data": [ "finalization: cutoff, prior_code, new_code, reason, authorizer, expected_revision, downstream_rate_invalidation", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] } ], "data_elements": [ { "id": "data-disposition-1", "name": "scheme", "description": "Candidate field group: scheme: code_scheme_ref, edition, complete_definition, partial_definition, outcome_code, mapping_qualification. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-004", "SRC-005" ] }, { "id": "data-disposition-2", "name": "eligibility", "description": "Candidate field group: eligibility: case_ref, evidence_ref, assessed_status, assessor_role, assessment_time, unknown_reason. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-004", "SRC-005" ] }, { "id": "data-disposition-3", "name": "finalization", "description": "Candidate field group: finalization: cutoff, prior_code, new_code, reason, authorizer, expected_revision, downstream_rate_invalidation. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-004", "SRC-005" ] } ], "artifacts": [ { "id": "artifact-disposition", "name": "Case disposition reconciliation register", "description": "Versioned administration-local evidence register or reference index. Preserve authoritative external records and restrict identifying payload by recipient purpose.", "media_or_form": [ "structured register", "authorized document projection" ], "serial": true, "identity_strategy": "Authoritative master-system identifier and namespace first; otherwise governed global IRI or local opaque UUID. Use administration key, artifact type and immutable sequence or revision; never personal names or dates as sole identity.", "source_refs": [ "SRC-003", "SRC-004", "SRC-005" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "bundle-assurance", "name": "Outcome measures and fieldwork quality", "description": "Administration context for outcome measures and fieldwork quality.", "rationale": "Authored logical grouping of evidenced concerns; no source mandates this hierarchy.", "source_refs": [ "SRC-003", "SRC-004", "SRC-005", "SRC-007", "SRC-008" ], "layers": [ { "id": "layer-rates", "name": "Outcome measures", "description": "Record measure definitions, denominator population, snapshot and weighting status. Unknown eligibility and zero denominators require explicit handling; rates are not interchangeable or a proof of representativeness.", "source_refs": [ "SRC-004", "SRC-005" ], "findings": [ { "id": "finding-rates", "name": "Qualified rates and denominators", "description": "Record measure definitions, denominator population, snapshot and weighting status. Unknown eligibility and zero denominators require explicit handling; rates are not interchangeable or a proof of representativeness.", "source_refs": [ "SRC-004", "SRC-005" ], "questions": [ { "id": "q-rates-1", "text": "Which exact outcome measure definition and data snapshot support a reported rate?", "kind": "measurement", "answer_data": [ "measure: measure_name, definition_ref, edition, formula_ref, numerator, denominator, snapshot, cutoff, unit", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-rates-2", "text": "How are unknown eligibility, partial responses, weights and undefined denominators handled?", "kind": "constraint", "answer_data": [ "denominator: eligibility_estimation_method, partial_rule, weighting_basis, nonprobability_limitation, zero_or_unknown_status", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-rates-3", "text": "What subgroup or cumulative panel context and uncertainty accompany the outcome measure?", "kind": "quality", "answer_data": [ "interpretation: subgroup_definition, panel_history_ref, attrition_basis, uncertainty, comparability_limits, bias_assessment_ref", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] } ], "data_elements": [ { "id": "data-rates-1", "name": "measure", "description": "Candidate field group: measure: measure_name, definition_ref, edition, formula_ref, numerator, denominator, snapshot, cutoff, unit. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-004", "SRC-005" ] }, { "id": "data-rates-2", "name": "denominator", "description": "Candidate field group: denominator: eligibility_estimation_method, partial_rule, weighting_basis, nonprobability_limitation, zero_or_unknown_status. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-004", "SRC-005" ] }, { "id": "data-rates-3", "name": "interpretation", "description": "Candidate field group: interpretation: subgroup_definition, panel_history_ref, attrition_basis, uncertainty, comparability_limits, bias_assessment_ref. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-004", "SRC-005" ] } ], "artifacts": [ { "id": "artifact-rates", "name": "Outcome measure evidence sheet", "description": "Versioned administration-local evidence register or reference index. Preserve authoritative external records and restrict identifying payload by recipient purpose.", "media_or_form": [ "structured register", "authorized document projection" ], "serial": true, "identity_strategy": "Authoritative master-system identifier and namespace first; otherwise governed global IRI or local opaque UUID. Use administration key, artifact type and immutable sequence or revision; never personal names or dates as sole identity.", "source_refs": [ "SRC-004", "SRC-005" ] } ], "inline_only_rationale": null } ] }, { "id": "layer-quality", "name": "Fieldwork quality and exceptions", "description": "Use quality evidence to raise reviewable concerns. Timing or location anomalies alone do not prove fabrication; corrective decisions preserve the original observation and may require downstream reassessment.", "source_refs": [ "SRC-003", "SRC-004", "SRC-007", "SRC-008" ], "findings": [ { "id": "finding-quality", "name": "Evidence-based anomaly review", "description": "Use quality evidence to raise reviewable concerns. Timing or location anomalies alone do not prove fabrication; corrective decisions preserve the original observation and may require downstream reassessment.", "source_refs": [ "SRC-003", "SRC-004", "SRC-007", "SRC-008" ], "questions": [ { "id": "q-quality-1", "text": "Which planned verification checks were actually completed and with what evidence?", "kind": "evidence", "answer_data": [ "verification: check_plan_ref, authorized_selection, recontact_permission, check_result, reviewer, evidence_ref", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-quality-2", "text": "What coverage, measurement, capture or nonresponse concerns require assessment?", "kind": "quality", "answer_data": [ "issue: error_type, affected_scope, indicator_definition, observation_time, uncertainty, severity_assessment", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-quality-3", "text": "Which authorized corrective decision resolves or defers each quality concern?", "kind": "decision", "answer_data": [ "resolution: issue_ref, review_outcome, action_owner, approved_correction, lineage_ref, affected_outputs, followup_state", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] } ], "data_elements": [ { "id": "data-quality-1", "name": "verification", "description": "Candidate field group: verification: check_plan_ref, authorized_selection, recontact_permission, check_result, reviewer, evidence_ref. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-004", "SRC-007", "SRC-008" ] }, { "id": "data-quality-2", "name": "issue", "description": "Candidate field group: issue: error_type, affected_scope, indicator_definition, observation_time, uncertainty, severity_assessment. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-004", "SRC-007", "SRC-008" ] }, { "id": "data-quality-3", "name": "resolution", "description": "Candidate field group: resolution: issue_ref, review_outcome, action_owner, approved_correction, lineage_ref, affected_outputs, followup_state. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-003", "SRC-004", "SRC-007", "SRC-008" ] } ], "artifacts": [ { "id": "artifact-quality", "name": "Quality concern and correction ledger", "description": "Versioned administration-local evidence register or reference index. Preserve authoritative external records and restrict identifying payload by recipient purpose.", "media_or_form": [ "structured register", "authorized document projection" ], "serial": true, "identity_strategy": "Authoritative master-system identifier and namespace first; otherwise governed global IRI or local opaque UUID. Use administration key, artifact type and immutable sequence or revision; never personal names or dates as sole identity.", "source_refs": [ "SRC-003", "SRC-004", "SRC-007", "SRC-008" ] } ], "inline_only_rationale": null } ] } ] }, { "id": "bundle-continuity", "name": "Closure handoff and continuity", "description": "Administration context for closure handoff and continuity.", "rationale": "Authored logical grouping of evidenced concerns; no source mandates this hierarchy.", "source_refs": [ "SRC-001", "SRC-002", "SRC-006", "SRC-007", "SRC-008" ], "layers": [ { "id": "layer-handoff", "name": "Closure and data handoff", "description": "Closing fieldwork is distinct from acceptance of data or statistical publication. Deliver only authorized views with counts, disposition definitions, instrument bindings and explicit unresolved quality issues.", "source_refs": [ "SRC-001", "SRC-002", "SRC-007", "SRC-008" ], "findings": [ { "id": "finding-handoff", "name": "Reconciled delivery and acceptance", "description": "Closing fieldwork is distinct from acceptance of data or statistical publication. Deliver only authorized views with counts, disposition definitions, instrument bindings and explicit unresolved quality issues.", "source_refs": [ "SRC-001", "SRC-002", "SRC-007", "SRC-008" ], "questions": [ { "id": "q-handoff-1", "text": "How do issued cases, final outcomes and delivered records reconcile at wave closure?", "kind": "validation", "answer_data": [ "closure: issued_snapshot, disposition_totals, received_record_count, exclusion_count, discrepancy_log, closure_authority", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-handoff-2", "text": "Which versioned mapping and permitted recipient view govern the handoff?", "kind": "interoperability", "answer_data": [ "handoff: recipient_role, authorization_ref, dataset_master_ref, mapping_version, instrument_metadata_refs, redactions, loss_report", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-handoff-3", "text": "What acceptance or rejection evidence and unresolved issues accompany the delivered package?", "kind": "evidence", "answer_data": [ "acceptance: package_digest, manifest_revision, receiver_ack_ref, acceptance_status, open_issues, reissue_rule", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] } ], "data_elements": [ { "id": "data-handoff-1", "name": "closure", "description": "Candidate field group: closure: issued_snapshot, disposition_totals, received_record_count, exclusion_count, discrepancy_log, closure_authority. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-007", "SRC-008" ] }, { "id": "data-handoff-2", "name": "handoff", "description": "Candidate field group: handoff: recipient_role, authorization_ref, dataset_master_ref, mapping_version, instrument_metadata_refs, redactions, loss_report. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-007", "SRC-008" ] }, { "id": "data-handoff-3", "name": "acceptance", "description": "Candidate field group: acceptance: package_digest, manifest_revision, receiver_ack_ref, acceptance_status, open_issues, reissue_rule. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-001", "SRC-002", "SRC-007", "SRC-008" ] } ], "artifacts": [ { "id": "artifact-handoff", "name": "Closure and handoff manifest", "description": "Versioned administration-local evidence register or reference index. Preserve authoritative external records and restrict identifying payload by recipient purpose.", "media_or_form": [ "structured register", "authorized document projection" ], "serial": true, "identity_strategy": "Authoritative master-system identifier and namespace first; otherwise governed global IRI or local opaque UUID. Use administration key, artifact type and immutable sequence or revision; never personal names or dates as sole identity.", "source_refs": [ "SRC-001", "SRC-002", "SRC-007", "SRC-008" ] } ], "inline_only_rationale": null } ] }, { "id": "layer-continuity", "name": "Retention and learning", "description": "Retention and access apply separately to contact keys, answers, paradata and derived projections. Retire local records under an approved schedule while referring execution on external masters to their custodians.", "source_refs": [ "SRC-002", "SRC-006", "SRC-007", "SRC-008" ], "findings": [ { "id": "finding-continuity", "name": "Controlled record continuity and improvement", "description": "Retention and access apply separately to contact keys, answers, paradata and derived projections. Retire local records under an approved schedule while referring execution on external masters to their custodians.", "source_refs": [ "SRC-002", "SRC-006", "SRC-007", "SRC-008" ], "questions": [ { "id": "q-continuity-1", "text": "Which retention rules and holds apply to each category of local collection record?", "kind": "retention", "answer_data": [ "retention: category, schedule_ref, retention_trigger, hold_basis, disposal_authority, contact_key_separation", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-continuity-2", "text": "How are approved deletion or restricted-access changes propagated to copies and external custodians?", "kind": "privacy", "answer_data": [ "disposition: request_ref, local_payload_scope, copy_inventory, external_custodian_ref, executed_or_pending_status, minimal_tombstone", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] }, { "id": "q-continuity-3", "text": "Which evaluated lessons change a future administration without rewriting past collection evidence?", "kind": "lifecycle", "answer_data": [ "learning: evaluation_ref, observed_problem, proposed_change, approving_role, successor_protocol_ref, history_link", "Preserve source, assessment status and explicit unknown or not-applicable reason." ] } ], "data_elements": [ { "id": "data-continuity-1", "name": "retention", "description": "Candidate field group: retention: category, schedule_ref, retention_trigger, hold_basis, disposal_authority, contact_key_separation. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-006", "SRC-007", "SRC-008" ] }, { "id": "data-continuity-2", "name": "disposition", "description": "Candidate field group: disposition: request_ref, local_payload_scope, copy_inventory, external_custodian_ref, executed_or_pending_status, minimal_tombstone. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-006", "SRC-007", "SRC-008" ] }, { "id": "data-continuity-3", "name": "learning", "description": "Candidate field group: learning: evaluation_ref, observed_problem, proposed_change, approving_role, successor_protocol_ref, history_link. A profile-specific nested schema is required before instance validation.", "value_kind": "object", "cardinality": "0..n", "required": false, "source_refs": [ "SRC-002", "SRC-006", "SRC-007", "SRC-008" ] } ], "artifacts": [ { "id": "artifact-continuity", "name": "Retention and improvement register", "description": "Versioned administration-local evidence register or reference index. Preserve authoritative external records and restrict identifying payload by recipient purpose.", "media_or_form": [ "structured register", "authorized document projection" ], "serial": true, "identity_strategy": "Authoritative master-system identifier and namespace first; otherwise governed global IRI or local opaque UUID. Use administration key, artifact type and immutable sequence or revision; never personal names or dates as sole identity.", "source_refs": [ "SRC-002", "SRC-006", "SRC-007", "SRC-008" ] } ], "inline_only_rationale": null } ] } ] } ] }, "functions": [ { "id": "resolve-administration", "name": "Resolve administration identity", "description": "Proposed operation, not implemented. Resolve exact namespace and key; return ambiguity without merging by survey title or respondent overlap.", "inputs": [ "namespace", "administration key", "authorized purpose" ], "outputs": [ "qualified reference or ambiguity report" ], "preconditions": [ "Verified role, purpose and access to every referenced object", "Required protocol, version and evidence resolved; otherwise refuse", "Mutations require expected current revision and idempotency key; reject conflicts" ], "effects": [ "Read-only resolution; no master changes" ], "source_refs": [ "SRC-001", "SRC-008" ] }, { "id": "bind-wave-instrument", "name": "Record a wave instrument binding", "description": "Proposed operation, not implemented. Record an approved version-specific binding and its case scope; never edit questionnaire definitions or deploy instruments.", "inputs": [ "wave reference", "approved instrument version and variant", "effective scope" ], "outputs": [ "binding revision or refusal" ], "preconditions": [ "Verified role, purpose and access to every referenced object", "Required protocol, version and evidence resolved; otherwise refuse", "Mutations require expected current revision and idempotency key; reject conflicts" ], "effects": [ "Append local binding evidence; preserve earlier case bindings" ], "source_refs": [ "SRC-001", "SRC-003" ] }, { "id": "record-contact-evidence", "name": "Record observed contact evidence", "description": "Proposed operation, not implemented. Append an actual attempt and applicable stopping state without sending invitations or reminders.", "inputs": [ "case reference", "attempt evidence", "approved contact protocol" ], "outputs": [ "attempt record or refusal" ], "preconditions": [ "Verified role, purpose and access to every referenced object", "Required protocol, version and evidence resolved; otherwise refuse", "Mutations require expected current revision and idempotency key; reject conflicts" ], "effects": [ "Append evidence and unresolved qualifiers; no outreach" ], "source_refs": [ "SRC-003", "SRC-006", "SRC-007" ] }, { "id": "reconcile-response-outcome", "name": "Reconcile response and disposition references", "description": "Proposed operation, not implemented. Record receipt lineage, missingness and a reviewed disposition under a pinned scheme; never fabricate answers or silently replace observed data.", "inputs": [ "case and submission references", "source classification", "reviewed disposition and evidence" ], "outputs": [ "reconciliation revision or exception report" ], "preconditions": [ "Verified role, purpose and access to every referenced object", "Required protocol, version and evidence resolved; otherwise refuse", "Mutations require expected current revision and idempotency key; reject conflicts" ], "effects": [ "Append local outcome and invalidate dependent measure snapshots when needed" ], "source_refs": [ "SRC-001", "SRC-003", "SRC-004", "SRC-005", "SRC-006" ] }, { "id": "prepare-measure-record", "name": "Prepare an outcome measure evidence record", "description": "Proposed operation, not implemented. Assemble approved calculation inputs and an externally supplied calculation result with denominator and definition checks. No executable rate formula or inferential estimator is supplied.", "inputs": [ "approved formula reference", "snapshot and count evidence", "weighting and eligibility treatment", "calculation result reference" ], "outputs": [ "qualified measure record or undefined/refusal report" ], "preconditions": [ "Verified role, purpose and access to every referenced object", "Required protocol, version and evidence resolved; otherwise refuse", "Mutations require expected current revision and idempotency key; reject conflicts" ], "effects": [ "Create local measure evidence; no claim of representativeness or certified calculation" ], "source_refs": [ "SRC-004", "SRC-005" ] }, { "id": "prepare-handoff", "name": "Prepare an authorized handoff projection", "description": "Proposed operation, not implemented. Build a local recipient-scoped manifest with lineage and losses; do not transmit data, publish statistics or enlarge access.", "inputs": [ "administration revision", "recipient permission", "target mapping version", "approved retention and disclosure profile" ], "outputs": [ "local handoff manifest or refusal report" ], "preconditions": [ "Verified role, purpose and access to every referenced object", "Required protocol, version and evidence resolved; otherwise refuse", "Mutations require expected current revision and idempotency key; reject conflicts" ], "effects": [ "Create controlled local projection and access record; no external transmission" ], "source_refs": [ "SRC-001", "SRC-002", "SRC-006", "SRC-008" ] } ], "composition": [ { "target": "WM-DAT-009", "relation": "REFERENCE", "purpose": "Candidate registry parent Survey / Questionnaire is used as an external instrument master, not inherited lifecycle. Pin a reviewed compatible revision before operational integration; instrument identity is required in an active wave even when this particular model binding is unavailable.", "required": false, "source_refs": [ "SRC-001", "SRC-003" ] }, { "target": "DDI Lifecycle 3.3 DataCollection", "relation": "ALIGN", "purpose": "Conceptual alignment to collection, methodology, sampling and instrument references. No complete XML mapping or conformance claim.", "required": false, "source_refs": [ "SRC-001" ] }, { "target": "AAPOR Standard Definitions 10th edition", "relation": "ALIGN", "purpose": "Candidate disposition and outcome-measure profile; verify full code tables and formulas before computation. No universal rate definition imposed.", "required": false, "source_refs": [ "SRC-005", "SRC-004" ] }, { "target": "PROV-O 2013-04-30", "relation": "ALIGN", "purpose": "Attribution, association and derivation concepts for evidence continuity; no identity, truth or permission equivalence.", "required": false, "source_refs": [ "SRC-008" ] } ], "serviceLayers": { "dimension": { "owner_package_requirements": [ "Owner designated by the adopting Dimension and accountable survey steward", "Approved collection purpose, participation regime, jurisdiction and ethics profile", "Master namespaces, role scopes, retention schedule, contact protocol and escalation owners" ], "namespace_guidance": "Use opaque administration, wave, case and response keys in explicit master namespaces. A respondent identity, collection date or survey title is not a sufficient administration key.", "registry_links": [ "vr.wm-act-037", "WM-DAT-009 candidate instrument binding; verify and pin before use" ] }, "canon_and_patch": { "canonicalization_rules": [ "Preserve frame, instrument, code-scheme and calculation snapshots with evidence; separate unknown, absent and not applicable.", "Do not merge respondent and sampled-unit identity, or treat attempt outcomes as final dispositions." ], "patch_rules": [ "Require expected revision, actor, purpose and idempotency evidence; supersede assertions instead of overwriting source observations.", "Changing case disposition or eligibility marks dependent rate and handoff records stale until reassessed." ], "compatibility_rules": [ "Version schema and mapping changes; refuse a projection that loses mandatory participation, eligibility, source-class or disclosure qualifiers." ] }, "artifact_rules": { "identity_priority": [ "Authoritative master-system identifier with namespace and revision", "Governed global identifier or IRI with version", "Local opaque UUID assigned by the adopting Dimension" ], "timestamp_rule": "Record event and ingestion instants separately using RFC 3339 with seconds and explicit offset or Z. Preserve local contact timezone, reference periods, date-only values and uncertainty without inventing timestamps.", "serial_naming_rule": "Opaque administration key plus artifact type and immutable sequence or revision; no respondent names or contact details in filenames.", "integrity_rule": "Record available digest, algorithm, source and transformation lineage. A digest or provenance link does not prove truth, consent, eligibility or collection authority." }, "policies": [ "Reviewable draft under the single-provider waiver; no independent external review or canonicality claim.", "Do not contact respondents, draw samples, deploy instruments, publish statistics or disclose payload through these proposed local operations.", "Apply approved participation and contact rules, accessibility support and purpose-limited disclosure; profile review is required for statutory, proxy or vulnerable-person cases.", "Observed responses remain distinct from imputed, modeled or generated values. No fabrication or silent replacement to improve rates.", "Anomaly flags initiate review and never establish interviewer misconduct by themselves." ], "crud": { "read": [ "Authenticate role, purpose, recipient and record scope; contact keys and restricted paradata need separate permission." ], "create": [ "Require namespace, steward and declared purpose; record unresolved authority as pending and prevent readiness until resolved." ], "update": [ "Append evidence with revision checks and controlled code mappings; preserve corrections and downstream invalidation links." ], "delete": [ "Apply category-specific retention schedules, legal or research holds and approved disposal instructions; retain only lawful minimal non-identifying tombstones.", "The local custodian executes approved disposition on local copies; external response, instrument and contact masters remain under their own custodians. Track requests and acknowledgments without assuming remote erasure." ] }, "roles": [ { "name": "Survey steward", "responsibilities": [ "Approve purpose, protocol and administration stewardship" ] }, { "name": "Sampling reviewer", "responsibilities": [ "Approve design evidence and resolve allocation or coverage questions" ] }, { "name": "Fieldwork supervisor", "responsibilities": [ "Review readiness, assignments, contact exceptions and closure" ] }, { "name": "Authorized collector", "responsibilities": [ "Record observed attempts and responses only within assigned scope" ] }, { "name": "Quality reviewer", "responsibilities": [ "Assess discrepancies, code mappings and rate limitations" ] }, { "name": "Privacy and records custodian", "responsibilities": [ "Authorize recipient views, retention, holds and disposition" ] } ], "access": { "default_rule": "Deny access unless role, purpose and scope are authorized. Keep identifying contact links separate from response and quality views; public metadata does not authorize respondent disclosure.", "scopes": [ "bundle", "layer", "finding", "artifact" ], "exceptions": [ "Any exceptional access requires documented basis, limited scope, accountable reviewer and expiry; no blanket operational override." ], "audit_requirements": [ "Record reads, local exports, corrections and disposal with actor, purpose, scope, revision and outcome under a minimal-data retention rule." ] }, "agents_bootstrap": { "filename": "AGENTS.md", "required_fields": [ "Name", "Type", "Specification URL", "Storage type URL", "Interface URL", "Processes URL" ], "read_order": [ "AGENTS.md and adopting Dimension policies", "spec.yaml and publication holds", "Pinned collection protocol, source evidence and permitted recipient view" ] } }, "coverage": { "claim": "Source-grounded proposed structure for a persistent survey administration with explicit waves, sample references, responses and quality evidence. Separate local no-tools self-audit completed; independent review, source verification, adopting profiles and executable conformance remain holds. This is a bounded reviewable draft.", "confidence": "medium", "checklist": [ { "dimension": "identity", "status": "covered", "notes": "Namespace-qualified administration and subordinate keys; stable root across corrections." }, { "dimension": "lifecycle", "status": "covered", "notes": "Plan, readiness, wave transitions, closure and local retention are distinct." }, { "dimension": "relationships", "status": "covered", "notes": "External instrument, frame, participant, study and dataset references preserve master ownership." }, { "dimension": "temporal", "status": "covered", "notes": "Reference periods, collection windows, event and ingestion times with precision." }, { "dimension": "provenance", "status": "covered", "notes": "Observed, corrected, derived and generated data distinguished with lineage." }, { "dimension": "ownership", "status": "covered", "notes": "Owner designated by adopting Dimension; delegated stewardship does not grant unrestricted access." }, { "dimension": "validation", "status": "gap", "notes": "Research validation is available; nested instance schemas, formula execution and operational fixtures remain pending." }, { "dimension": "access", "status": "covered", "notes": "Recipient scopes and separate contact-key permissions with minimal audit data." }, { "dimension": "retention and deletion", "status": "covered", "notes": "Category schedules, holds, local disposition and external custodian acknowledgments." }, { "dimension": "interoperability", "status": "gap", "notes": "DDI and provenance conceptual alignments only; mappings and neighbor pins require testing." }, { "dimension": "direct properties", "status": "covered", "notes": "Mode, design, state, burden and period are nonphysical properties; physical dimensions of the root are not applicable." }, { "dimension": "recognition and observation", "status": "covered", "notes": "Identify evidence of an administration by authorized purpose, wave and unit bindings, not title similarity." }, { "dimension": "capabilities and actions", "status": "covered", "notes": "Six proposed local operations with authority and version checks; no fieldwork execution." }, { "dimension": "survey quality", "status": "covered", "notes": "Eligibility, denominators, partial interviews, frame error and panel attrition remain qualified." } ], "known_omissions": [ "Independent external review is absent; a local no-tools self-audit cannot substitute for independent external review.", "Direct HTTP checks cannot be performed in this sandbox; browser readings do not prove current source versions or measured response status.", "Complete disposition code tables, exact rate formulas, institutional thresholds and nonprobability methods require profile-specific review.", "Nested data schemas, DDI mappings, executable functions, pinned neighbor bindings and adversarial instance fixtures are not implemented.", "Jurisdictional legal basis, statutory participation, child or proxy safeguards, retention and cross-border rules require qualified profile review." ], "conflicts": [], "regional_assumptions": [ "Canadian and United States statistical guidance provides bounded examples, not universal institutional mandates.", "Professional research ethics and metadata standards do not establish jurisdictional law.", "Nonprobability recruitment and complete enumeration are represented as explicit design classes without invented inclusion probabilities." ], "adversarial_checks": [ "Reject conflating a questionnaire, a single answer or a study with the administration root.", "Reject denominator manipulation through silent exclusion of unknown eligibility or partial interviews.", "Reject synthetic answers counted as observed human responses and anomaly flags treated as proof of misconduct.", "Reject mid-wave instrument changes that overwrite prior response bindings.", "Reject contact permission inferred from infrastructure ownership or silence.", "Reject closure treated as dataset acceptance, publication permission or remote deletion." ] }, "researchAdjudication": { "providerMode": "single-provider-waiver", "activeProviders": [ "codex" ], "waivedProviders": [ "claude", "grok" ], "providerPolicy": { "contract_version": "1.0.0", "mode": "single-provider-waiver", "effective_at": "2026-09-06T00:00:00Z", "scope": "Canonical single-stream subject-model research after the six-workstream consolidation", "active_providers": [ "codex" ], "waived_providers": [ { "provider": "claude", "authorized_by": "repository owner", "authorized_at": "2026-09-06T00:00:00Z", "reason": "Claude produced no result on prior 1800-second and 900-second attempts and again timed out on bounded 600-second Sonnet and 300-second Haiku passes. The owner prioritized completion over provider availability." }, { "provider": "grok", "authorized_by": "repository owner", "authorized_at": "2026-09-06T00:00:00Z", "reason": "The repository owner authorized completion without Grok when Grok is unavailable, slow or schema-invalid. Grok may still be attempted as a bounded supplemental reviewer, but its failure never blocks a valid Claude plus no-tools result." } ], "review_rule": "Codex may complete source-grounded fallback research after bounded Claude and Grok attempts fail. It requires a separate no-tools adversarial audit and remains reviewable-draft with a visible absence-of-external-review hold.", "supplemental_provider_attempts": [ { "provider": "claude", "required": false, "maximum_attempts": 1, "failure_policy": "record-and-continue", "admission_rule": "Use only a locally schema-valid result whose sources and boundaries survive adjudication." }, { "provider": "grok", "required": false, "maximum_attempts": 1, "failure_policy": "record-and-continue", "admission_rule": "Use only a locally schema-valid result whose sources and boundaries survive adjudication." } ] }, "boundaryDecision": { "entry_kind": "entity", "status": "accepted", "rationale": "Stable administration identity persists across planning, repeated waves, amendments and handoff. Local events remain subordinate. The questionnaire candidate parent is a referenced instrument master rather than inherited subject identity; the registry standalone-mm value is a record-plane classification." }, "decisions": [ { "concept": "Persistent administration identity", "disposition": "accepted", "rationale": "The root is an operational record with stable identity through planning, waves and corrections. Contacts and transitions are events; the hierarchy is not a universal process ontology." }, { "concept": "Questionnaire parent relationship", "disposition": "qualified as reference", "rationale": "The registry parent candidate is reconciled as an external instrument reference. Optional availability of a particular neighbor model does not remove required actual instrument evidence in an active wave." }, { "concept": "Population and unit identity", "disposition": "accepted", "rationale": "Population, frame, sampled unit, reporting unit, case and respondent are distinguished. Restricted links preserve master ownership instead of equating a response with a person." }, { "concept": "Sampling and repeated waves", "disposition": "accepted with method limits", "rationale": "Selection and panel continuity are evidence references. Nonprobability recruitment and enumeration do not receive invented probabilities; executable selection and inferential estimation are outside scope." }, { "concept": "Wave configuration and readiness", "disposition": "accepted", "rationale": "Historical actual instrument versions survive amendments. Readiness, transitions and contingency records do not deploy instruments or operate fieldwork systems." }, { "concept": "Contact and participation", "disposition": "qualified by profile", "rationale": "Contact plans differ from observed attempts. Consent or another applicable participation basis requires evidence, and proxy, vulnerable-person and statutory cases need qualified profile review." }, { "concept": "Observed response integrity", "disposition": "accepted", "rationale": "Missingness, correction, duplicate and generated-source states preserve observed data provenance. Generated values cannot become human responses through reconciliation." }, { "concept": "Case dispositions and rates", "disposition": "accepted with calculation hold", "rationale": "Attempt outcomes, final dispositions and eligibility assessment are distinct. Denominators, weights, definitions and undefined states must be explicit; full formulas and a verified calculator are not supplied." }, { "concept": "Quality review and misconduct", "disposition": "accepted", "rationale": "Anomaly flags are evidence for review, not findings of misconduct. Rate records do not certify representativeness or absence of nonresponse bias." }, { "concept": "Function authority", "disposition": "limited to proposed local operations", "rationale": "All six functions require scoped authority and version checks. They record evidence or prepare local projections and do not contact respondents, draw samples, publish statistics or transmit payload." }, { "concept": "Closure retention and handoff", "disposition": "accepted", "rationale": "Wave closure, dataset acceptance and statistical publication are distinct. Local payload disposition follows schedules and holds; external custodians retain master execution responsibility." }, { "concept": "Source support and supplement", "disposition": "qualified", "rationale": "Eight primary pages support selected concepts, not every implementation detail. The unreviewed supplement is not provider evidence. Full rate tables, direct HTTP status and current-version verification remain unclosed." }, { "concept": "Instance validation and mappings", "disposition": "deferred", "rationale": "Optional candidate object groups are research field proposals, not an executable nested instance schema. DDI and provenance alignments require pinned mappings and adversarial fixtures." }, { "concept": "Independent review", "disposition": "waived and held", "rationale": "This completed no-tools assessment is a local Codex self-audit. Claude and Grok were skipped with zero attempts and cannot be represented as agreement or independent external review." } ], "publicationHolds": [ "Independent external review is absent under the owner-authorized single-provider waiver. Claude and Grok were skipped with zero attempts; the separate local Codex self-audit is not independent second-provider review.", "Source and version verification is incomplete. Eight primary pages were accessible through browsing for selected review, but direct HTTP was not attempted under the owner-reported sandbox restriction. HTTP status and response hashes are unmeasured. The full AAPOR definitions report and source-currentness checks remain pending; the coordinator must run check_sources.py outside the sandbox.", "Adopting profiles require qualified review of jurisdiction, participation authority, proxy and vulnerable-person safeguards, contact rules, retention, licensing, nonprobability measures and institutional quality criteria before operational use.", "Nested instance schemas, full disposition code tables and rate formulas, pinned neighbor bindings, DDI/PROV mappings, implemented functions and adversarial conformance fixtures remain incomplete. No operational or legal-compliance certification is claimed.", "Independent external review was explicitly waived by the repository owner; this codex-only result remains a reviewable draft." ], "deferredResearch": [ "Restore independent external review before canonical or publishable-draft promotion.", "Measure source URLs outside the sandbox, verify versions and licensing, and review full disposition and outcome-rate definitions.", "Develop adopting legal and methodological profiles and test nested schemas, mappings and fixtures for unknown eligibility, panel attrition, changed instruments, duplicate responses, withdrawal and late corrections." ] }, "statistics": { "sources": 8, "bundles": 7, "layers": 14, "findings": 14, "questions": 42, "artifacts": 14, "functions": 6 } }