{
  "spec_name": "CR-IMRaD",
  "version": "3.1.1",
  "version_date": "2026-04-04",
  "description": "Cognitive-Resonant IMRaD: A Unified Standard for High-Fidelity Knowledge Distillation",
  "license": "CC BY-SA 4.0",
  "author": "Jesse Haskin / DodecaGone Systems",
  "url": "dodecagone.net",
  "changelog": [
    "3.1.1: Separated Page Reference Block (citations) from Footer (boilerplate). Citations now live in a horizontal-rule-delimited zone at bottom of content area, NOT in the document footer. Footer is static boilerplate only.",
    "3.1.1: Header alignment corrected to right-aligned with pipe-delimited authors and page number.",
    "3.1.1: Renamed Simple Summary to Simplest Summary throughout for consistency with master doc.",
    "3.1.1: Format constraint tightened to paragraph only (no bullets in Simplest Summary).",
    "3.1.1: Weasel word flagging moved from AMBER to GREEN (deterministic detection).",
    "3.1.1: Added V28-V30 validators for Page Reference Block, footer boilerplate, and horizontal rule presence.",
    "3.1.1: Added relational concept rule to pagination (Section 8.0 of master doc)."
  ],
  "scope": {
    "authorized_domains": [
      "explanatory documents",
      "instructional guides",
      "troubleshooting manuals",
      "technical primers",
      "articles of understanding"
    ],
    "excluded_domains": [
      {
        "type": "crisis_protocols",
        "example": "YOU ARE HERE",
        "reason": "Emergency text requires somatic ultra-brief directives. Hourglass narrative introduces unacceptable cognitive load during amygdala hijack."
      },
      {
        "type": "raw_mathematical_notation",
        "example": "Forge Math",
        "reason": "Mathematical structures rely on compressed topological notation. Plain-language constraints degrade structural integrity."
      },
      {
        "type": "creative_narrative_fiction",
        "reason": "Brevity, objectivity, and anti-passive-voice rules conflict with aesthetic and emotional goals of literature."
      }
    ]
  },
  "page_geometry": {
    "page_size": "US_letter",
    "width_inches": 8.5,
    "height_inches": 11,
    "margins": {
      "top_inches": 1.0,
      "bottom_inches": 1.0,
      "left_inches": 1.0,
      "right_inches": 1.0
    },
    "content_width_inches": 6.5,
    "content_height_inches": 9.0
  },
  "pagination": {
    "title_page_number": 0,
    "numbering_starts_at": 1,
    "position": "upper_right",
    "font_size_pt": [8, 10],
    "rules": [
      "Each page must function as a verifiable robust link in a conceptual chain contributing a single discrete unit of knowledge",
      "Complex arguments may span multiple pages but must maintain clear conceptual continuity",
      "No widowed headings",
      "No orphan sentences",
      "If a concept is relational define it by its connections not by being a box itself"
    ]
  },
  "header": {
    "font_size_pt_range": [8, 10],
    "font_family": "any_legible",
    "alignment": "right",
    "content": "author_names_pipe_delimited_then_page_number",
    "delimiter": " | ",
    "example": "Author A | Author B | Author C",
    "starts_after": "title_page"
  },
  "page_reference_block": {
    "_description": "The Zero-Flipping Zone. This is NOT the document footer. It is a distinct unpaginated section at the bottom of the main content area, separated from body text by a thin horizontal rule.",
    "location": "bottom_of_content_area",
    "separator": "thin_horizontal_rule",
    "font_size_pt_range": [8, 10],
    "alignment": "left",
    "format": "single_column",
    "content": "full_citations_for_this_page_only",
    "citation_separator": "line_break",
    "example": "1 Sweller, J. (2024). Cognitive Load Theory. This study establishes the intrinsic load limit for technical instruction.\n2 Redish, J. (2023). Letting go of the perfect: Writing for comprehension.",
    "rule": "Citations must exist on the same page as their reference. Zero page-flipping. Each citation on its own line, NOT pipe-delimited."
  },
  "footer": {
    "_description": "Static boilerplate only. Citations have moved to the Page Reference Block above.",
    "font_size_pt_range": [8, 10],
    "alignment": "left_or_centered",
    "content": "static_boilerplate",
    "allowed_content": [
      "copyright_notice",
      "license",
      "document_version",
      "date",
      "organization_url"
    ],
    "example": "DodecaGone Systems | dodecagone.net | CC BY-SA 4.0 | 2026-04-04",
    "starts_after": "title_page",
    "rule": "Footer content is identical on every page. No per-page variation. No citations."
  },
  "macro_architecture": {
    "structure": "metaphoric_hourglass",
    "sections": [
      {
        "name": "title_page",
        "position": "page_0",
        "required_elements": [
          "title_large_bold_centered",
          "subtitle_plus_date",
          "author_names",
          "visual_aid_centered_if_able_with_caption",
          "simplest_summary_bottom_third"
        ]
      },
      {
        "name": "introduction",
        "alias": "the_universal_metaphor",
        "rules": [
          "You may NOT introduce a technical concept using technical terms",
          "You MUST begin with an accessible universally understood physical metaphor",
          "Leverages elaborative rehearsal: connecting new information to familiar experiences"
        ]
      },
      {
        "name": "methods",
        "alias": "the_technical_mechanism",
        "rules": [
          "The narrow neck of the hourglass",
          "Map the metaphor to scientific reality with explicit mathematically defensible correspondences"
        ]
      },
      {
        "name": "results_and_discussion",
        "alias": "the_resolution",
        "rules": [
          "Resolve the metaphor problem using the technical truth",
          "Reader should finish feeling satiated by data density or questions posed"
        ]
      },
      {
        "name": "resources",
        "position": "end",
        "required_subsections": [
          "bibliography",
          "knowledge_aids_index",
          "acknowledgements",
          "funding_disclosures",
          "affiliations"
        ]
      }
    ]
  },
  "simplest_summary": {
    "position": "bottom_third_of_page_0",
    "placement": "under_title_subtitle_and_visual",
    "requirements": [
      "Most accessible section of entire document",
      "Non-technical yet rigorous",
      "Plain-language summary of entire document",
      "Accompanied by a summarizing visual aid centered on page 0 if able with descriptive text immediately below"
    ],
    "constraints": {
      "min_sentences": 3,
      "max_words": 200,
      "format": "paragraph",
      "bolding": "encouraged_where_useful"
    },
    "automation_level": "AMBER",
    "automation_note": "LLM can draft. Author MUST review and confirm."
  },
  "micro_architecture": {
    "sentence_constraints": {
      "instructional_max_words": 20,
      "descriptive_max_words": 25
    },
    "paragraph_constraints": {
      "max_lines": 8,
      "topics_per_paragraph": 1
    },
    "voice": {
      "mandate": "active_voice_exclusively",
      "rules": [
        "Replace 'to be' verbs with strong action verbs",
        "Remove weasel words: slightly, mostly, seems, somewhat, arguably",
        "Be extremely clear and concise"
      ]
    },
    "simple_concept_test": {
      "a_or_an_test": "Every defined concept must be expressible as 'a [noun]' or 'an [noun]'",
      "relationship_test": "Relationships between concepts must form valid readable English sentences",
      "action_mandate": "If a concept cannot pass these tests it must be rewritten"
    }
  },
  "skimmable_path": {
    "method": "selective_bolding",
    "rules": [
      "Bold 1-3 critical concepts or keywords per paragraph",
      "Bolded words must form a grammatically sensible summary when read in sequence",
      "Do NOT bold non-essential words",
      "The skimmable path IS the author's thesis compressed into visual scaffold"
    ],
    "automation_level": "AMBER",
    "automation_note": "Machine can suggest speculative bolding based on term frequency and position. Author MUST confirm. Final bold = act of authorial intent."
  },
  "citations": {
    "in_text": {
      "format": "superscript_numeric_glyph",
      "placement": "after_terminal_punctuation",
      "rule": "Keep skimmable path free of citation clutter"
    },
    "citation_mode": {
      "description": "Two modes available. Author selects based on document type.",
      "explanatory": {
        "alias": "Mode A",
        "use_case": "Primers, manuals, CR-IMRaD conversions of external research",
        "reference_block_format": "Author Name (Year). Title of Work. (One-sentence plain-language takeaway).",
        "example": "1 Sweller, J. (2024). Cognitive Load Theory. This study establishes the intrinsic load limit for technical instruction.",
        "summary_required": true
      },
      "compact": {
        "alias": "Mode B",
        "use_case": "Formal frameworks, theorems, technical specifications, self-citing documents",
        "reference_block_format": "Page/Section ranges, Author Name, Title (Year). [persistent link]",
        "example": "1  1-26, 63, 99-100, Haskin J., YOU ARE HERE: Keep Existing (2026). dodecagone.net",
        "summary_required": false,
        "persistent_link_required": true
      }
    },
    "placement": "page_reference_block_same_page",
    "zero_page_flipping": true,
    "visual_integration": {
      "rule": "If a source supports a diagram citation must be integrated into the descriptive caption not relegated to a separate list"
    },
    "simple_concept_test": "Every citation must be identifiable as 'a specific study' or 'an expert voice'"
  },
  "knowledge_aids": {
    "definition": "Any non-prose visual element intended to accelerate comprehension. Includes diagrams, flowcharts, cartoons, infographics, tables, glyphs, annotated photographs, spatial metaphor maps. Excludes decorative images, stock photography, elements with no informational load.",
    "removal_test": "If removing the visual would not reduce the reader's comprehension it does not belong in the document.",
    "mandatory_elements": {
      "figure_number": {
        "format": "Fig X.Y",
        "rule": "X = section number, Y = sequence within section"
      },
      "descriptive_caption": {
        "placement": "directly_adjacent",
        "horizontal_figures": "below",
        "vertical_figures": "beside",
        "content": "Must describe what reader is seeing AND what conclusion to draw"
      },
      "source_attribution": {
        "rule": "Integrated into caption per Citation Standard. If original state: 'Original.'"
      },
      "alt_text": {
        "rule": "For digital output every visual must include screen-reader-accessible alt text conveying equivalent informational content",
        "principle": "A blind reader must receive equivalent comprehension"
      }
    },
    "quality_gates": {
      "replacement_test": "Could this visual be replaced by a single sentence without loss of comprehension? If yes use the sentence.",
      "standalone_test": "Can a reader understand the visual core message from figure caption and labels alone without reading surrounding body text? If no the visual is incomplete."
    },
    "spatial_integration": {
      "proximity": "Visual must appear within one page of first textual reference",
      "orientation_matching": {
        "vertical_diagram": "Two-column layout or vertical text block adjacent. Prevents long eye-travel distances.",
        "horizontal_diagram": "Full-width blocks above and below. Maintains natural downward reading flow.",
        "complex_circular": "Callout lines from text to image parts. Eliminates need for separate legend."
      },
      "no_orphaned_figures": "A knowledge aid must never appear on a page by itself with no accompanying text",
      "flow_preservation": "Reader eye should never jump backward or laterally more than one column width to resume reading"
    },
    "cartoons": {
      "narrative_function": "Must map directly to a technical concept. Visual form of the Universal Metaphor not decoration.",
      "max_concepts_per_panel": 3,
      "humor": "Permitted and encouraged when it serves comprehension. The joke serves the truth; the truth does not serve the joke.",
      "recurring_visual_language": "Establish consistent visual vocabulary and maintain throughout. Do not introduce new visual language on every page."
    },
    "tables": {
      "max_columns": 6,
      "beyond_six": "Split or restructure as diagram",
      "row_headers": "Clearly distinguished using weight or shading contrast",
      "no_empty_cells": "Use 'N/A' or 'Not measured'",
      "reading_direction": "Left-to-right top-to-bottom only"
    }
  },
  "resources_section": {
    "acknowledgements": {
      "definition": "Recognizes entities that contributed but do not meet authorship threshold",
      "authorship_threshold": "Substantive intellectual contributions to content structure or conclusions",
      "categories": [
        {
          "type": "intellectual_contributors",
          "format": "Name (Affiliation) provided [specific contribution]"
        },
        {
          "type": "technical_contributors",
          "format": "System (Platform) performed [specific function]"
        },
        {
          "type": "somatic_contributors",
          "format": "Name provided [specific environmental or support function]"
        }
      ],
      "constraints": [
        "No marketing language",
        "No superlatives",
        "No unverifiable claims",
        "Every acknowledgement must pass Simple Concept Test"
      ]
    },
    "funding_disclosures": {
      "mandate": "exhaustive_disclosure",
      "categories": [
        {
          "type": "direct_funding",
          "if_none": "This work received no direct funding."
        },
        {
          "type": "in_kind_support",
          "examples": "Platform subscriptions, hardware access, API credits, donated services"
        },
        {
          "type": "potential_conflicts",
          "if_none": "The authors declare no conflicts of interest."
        }
      ],
      "fidelity_rule": "Omission of a material funding source constitutes a fidelity violation"
    },
    "affiliations": {
      "required_fields": [
        "primary_affiliation",
        "role",
        "location_city_country",
        "public_contact_method"
      ],
      "independent_researcher": "State explicitly: 'Independent researcher, unaffiliated.'",
      "anti_inflation": "Affiliation must accurately reflect context of production not aspirational context",
      "ai_contributors": "Listed in Acknowledgements not Affiliations unless authorship framework explicitly defines AI as co-author. If co-author: platform and version as affiliation."
    }
  },
  "procedural_syntax": {
    "rules": [
      "One action per sentence",
      "Use vertical lists for multi-step procedures",
      "Begin safety instructions with a command or condition"
    ]
  },
  "modularity": {
    "method": "transclusion",
    "rules": [
      "Each prerequisite procedure exists as single standalone module in CMS or DITA/XML",
      "Writers insert programmatic callout",
      "Publishing platform renders prerequisite steps in place",
      "Users never navigate away",
      "Writers maintain only one master version"
    ]
  },
  "typography": {
    "font_selection": "Based on legibility for output medium not family. Both serif and sans-serif acceptable. Accessibility and comfort of reading are paramount.",
    "crap_principles": ["contrast", "repetition", "alignment", "proximity"],
    "contrast_requirements": {
      "headings": "bold 16-18pt",
      "body": "10-12pt",
      "rule": "Size and weight contrast to distinguish headings from body"
    },
    "negative_space": "Generous white space reduces intimidation and improves readability"
  },
  "visual_pov": {
    "physical_tasks": "first_person_pov_images",
    "zoom_rule": "Zoom for detail but never so far that context is lost"
  },
  "audience_calibration": {
    "method": "hallway_test",
    "rules": [
      "Reading level equals writing level",
      "Hand draft to a novice",
      "Every 'I don't know what this means' requires revision or consideration",
      "Spell out acronyms on first use",
      "Provide inline definitions or glossary for unavoidable technical terms",
      "Embed feedback mechanisms in digital modules"
    ]
  },
  "multimedia": {
    "descriptive_captions": "Every visual element must include descriptive caption placed directly adjacent",
    "audio_narration": "Audio buttons leverage modality effect: simultaneous auditory + visual channels reduce cognitive load",
    "gifs_short_video": {
      "max_duration_seconds": 30,
      "rule": "Targeted clips to demonstrate motion or change"
    },
    "animation_controls": {
      "required": ["play", "pause", "rewind", "fast_forward", "speed_control"],
      "rule": "Interactive control dramatically improves comprehension"
    }
  },
  "automation_levels": {
    "GREEN": {
      "description": "Fully automatable. Machine applies with confidence. No author review needed.",
      "examples": [
        "Page geometry and margins",
        "Font sizing",
        "Header architecture",
        "Footer boilerplate placement",
        "Page Reference Block horizontal rule and formatting",
        "Citation superscript numbering",
        "Citation placement in Page Reference Block",
        "Figure numbering",
        "Pagination",
        "Sentence length validation",
        "Paragraph length validation",
        "Empty cell detection in tables",
        "Column count validation in tables",
        "Orphan/widow detection",
        "Weasel word flagging",
        "Acronym expansion checking"
      ]
    },
    "AMBER": {
      "description": "Machine suggests. Author must review and confirm.",
      "examples": [
        "Speculative bolding (skimmable path)",
        "Suggested opening metaphor",
        "Suggested Simplest Summary draft",
        "Citation one-sentence summaries",
        "Alt text generation",
        "Descriptive caption drafts",
        "Active voice conversion suggestions"
      ]
    },
    "RED": {
      "description": "Cannot automate. Author must write or decide.",
      "examples": [
        "Final bolding confirmation (skimmable path)",
        "Opening metaphor selection",
        "Simplest Summary final approval",
        "Humor judgment in cartoons (whether joke serves truth)",
        "Authorship threshold determination",
        "Conflict of interest assessment",
        "Affiliation accuracy verification"
      ]
    }
  },
  "validator_checks": [
    {"id": "V01", "rule": "Instructional sentence exceeds 20 words", "severity": "error", "automation": "GREEN"},
    {"id": "V02", "rule": "Descriptive sentence exceeds 25 words", "severity": "error", "automation": "GREEN"},
    {"id": "V03", "rule": "Paragraph exceeds 8 lines", "severity": "error", "automation": "GREEN"},
    {"id": "V04", "rule": "Paragraph contains more than one topic", "severity": "warning", "automation": "AMBER"},
    {"id": "V05", "rule": "Passive voice detected", "severity": "warning", "automation": "AMBER"},
    {"id": "V06", "rule": "Weasel word detected", "severity": "warning", "automation": "GREEN"},
    {"id": "V07", "rule": "Citation not on same page as reference", "severity": "error", "automation": "GREEN"},
    {"id": "V08", "rule": "Citation missing summary (Mode A) or persistent link (Mode B)", "severity": "error", "automation": "GREEN", "note": "Validation depends on citation_mode setting"},
    {"id": "V09", "rule": "Figure missing descriptive caption", "severity": "error", "automation": "GREEN"},
    {"id": "V10", "rule": "Figure missing alt text", "severity": "error", "automation": "GREEN"},
    {"id": "V11", "rule": "Figure missing source attribution", "severity": "warning", "automation": "GREEN"},
    {"id": "V12", "rule": "Figure appears more than one page from first textual reference", "severity": "error", "automation": "GREEN"},
    {"id": "V13", "rule": "Orphaned figure on page with no accompanying text", "severity": "error", "automation": "GREEN"},
    {"id": "V14", "rule": "Table exceeds 6 columns", "severity": "error", "automation": "GREEN"},
    {"id": "V15", "rule": "Table contains empty cells", "severity": "warning", "automation": "GREEN"},
    {"id": "V16", "rule": "No bolding detected in paragraph (missing skimmable path)", "severity": "warning", "automation": "GREEN"},
    {"id": "V17", "rule": "More than 3 bold segments in single paragraph", "severity": "warning", "automation": "GREEN"},
    {"id": "V18", "rule": "Simplest Summary missing from page 0", "severity": "error", "automation": "GREEN"},
    {"id": "V19", "rule": "Simplest Summary exceeds 200 words", "severity": "error", "automation": "GREEN"},
    {"id": "V20", "rule": "Simplest Summary has fewer than 3 sentences", "severity": "error", "automation": "GREEN"},
    {"id": "V21", "rule": "Introduction opens with technical terms before metaphor", "severity": "warning", "automation": "AMBER"},
    {"id": "V22", "rule": "Widowed heading at bottom of page", "severity": "error", "automation": "GREEN"},
    {"id": "V23", "rule": "Acknowledgements section missing", "severity": "warning", "automation": "GREEN"},
    {"id": "V24", "rule": "Funding disclosure missing", "severity": "error", "automation": "GREEN"},
    {"id": "V25", "rule": "Affiliation section missing", "severity": "error", "automation": "GREEN"},
    {"id": "V26", "rule": "Cartoon panel contains more than 3 concepts", "severity": "warning", "automation": "AMBER"},
    {"id": "V27", "rule": "Acronym used without first-use expansion", "severity": "error", "automation": "GREEN"},
    {"id": "V28", "rule": "Page contains citations but no Page Reference Block with horizontal rule separator", "severity": "error", "automation": "GREEN"},
    {"id": "V29", "rule": "Footer contains per-page variable content (should be static boilerplate only)", "severity": "error", "automation": "GREEN"},
    {"id": "V30", "rule": "Page Reference Block uses pipe delimiters instead of line breaks between citations", "severity": "warning", "automation": "GREEN"}
  ]
}
