Onboarding Glossary (NQD & E/E‑LOG)
About this pattern
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How to use this pattern
Read the ID, status, type, and normativity first. Use the content for exact wording, the relations for adjacent concepts, and citations to keep active work grounded without pasting the whole specification.
One‑screen purpose (manager‑first). This pattern gives newcomers a plain‑language starter kit for FPF’s generative engine so they can run a lawful problem‑solving / search loop on day one. It explains the few terms you must publish when you generate, select, and ship declared set surfaces or typed portfolio publications (not single “winners”), and points to the formal anchors you’ll use later. (OEE is a Pillar; NQD/E/E‑LOG are the engine parts.)
Builds on. E.2 (P‑10 Open‑Ended Evolution; P‑2 Didactic Primacy), A.5, C.17–C.19 - Coordinates with. E.7, E.8, E.10; F.17 (UTS); G.5, G.9–G.12 - Constrains. Any pattern/UTS row that describes a generator, selector, or typed portfolio-publication / set-return surface.
Keywords & queries. novelty, quality‑diversity (NQD), explore/exploit (E/E‑LOG), declared set surface, typed portfolio publication, illumination map (report‑only telemetry), parity run, comparability, ReferencePlane, CL^plane, ParetoOnly default
Engineer‑managers meeting FPF for the first time need a plain, on‑ramp vocabulary for the framework’s generative engine so they can run an informed problem‑solving/search loop on day one—before formal specifications. Without that, Part G and Part F read as assurance/alignment only, and teams default to single “best” options. This undercuts P‑10 Open‑Ended Evolution and weakens adoption.
Keywords
- novelty
- quality-diversity (NQD)
- explore/exploit (E/E-LOG)
- declared set surface
- typed portfolio publication
- SearchSpaceRef
- OutcomeSpaceRef
- CrossSurfaceSupportView
- TypedSetViews
- ParetoOnly default
- scale-probe
- BLP.
Relations
A.19.SURFA.19.SUPPORTContent
1) Problem frame
Engineer‑managers meeting FPF for the first time need a plain, on‑ramp vocabulary for the framework’s generative engine so they can run an informed problem‑solving/search loop on day one—before formal specifications. Without that, Part G and Part F read as assurance/alignment only, and teams default to single “best” options. This undercuts P‑10 Open‑Ended Evolution and weakens adoption.
2) Problem
In current practice:
- Single‑winner bias. Teams look for “the best” option and publish a leaderboard, suppressing coverage & diversity signals essential to search.
- Metric confusion. “Novelty” and “quality” are used informally; units/scales are omitted; ordinal values are averaged, breaking comparability.
- Hidden policies. Explore/exploit budgets and governor rules are implicit; results are irreproducible and refresh‑unsafe (no edition/policy pins).
- Tool lock‑in. Implementation terms (pipelines, file formats) leak into the Core, violating Guard‑Rails.
FPF needs a short, normative glossary that names the generative primitives in Plain register and ties each to its formal anchor—so declared set surfaces and typed portfolio publications, not single scores, become the default publication.
3) Forces
4) Solution — Normative onboarding glossary and publication hooks
4.1 Plain one‑liners (normative on‑ramp; formal anchors in C.17–C.19)
(Registers & forbidden forms per LEX‑BUNDLE; avoid “axis/dimension/validity/process” for measurement and scope.)
4.2 Publication & telemetry duties (where these terms show up)
- UTS surface (Part F). When a UTS row describes a generator, selector, or typed portfolio-publication / set-return surface, it MUST surface N, U, C, Diversity_P, E/E‑LOG
policy‑id,ReferencePlane, with units/scale/polarity typed under MM‑CHR / CG‑Spec, and lawful references toDescriptorMapRef/DistanceDefRef. (Row schema: F.17; shipping via G.10.) - Parity & edition pins (Part G). When QD/OEE is in scope, pin
DescriptorMapRef.editionandDistanceDefRef.edition(and, where applicable,CharacteristicSpaceRef.edition,TransferRulesRef.edition) and recordpolicy‑id+PathSliceId. Treat illumination/coverage as report‑only telemetry; publish an Illumination Map where G‑kit mandates parity artefacts. Declare S (Scale Variables) and run at least one scale‑probe (two points along S) when claiming scale‑amenability. Dominance policy defaults toParetoOnly; including illumination in dominance MUST cite a CAL policy‑id. - Tell‑Show‑Show (E.7/E.8). Any architectural pattern that claims generative behaviour MUST embed both a U.System and a U.Episteme illustration using this glossary (manager‑first didactics).
4.3 Minimal recipe (run this on day one)
- Declare CG‑Frame (what “quality” means; lawful units/scales) and ReferencePlane.
- Pick 2–4 Q components + a simple DescriptorMap (≥2 dims) for N/D; publish editions.
- Choose an E/E‑LOG policy (explore↔exploit budget); record policy‑id.
- Call the selector under G.5 with parity pins; return a declared set surface (
Front,Archive,Shortlist, orRankedShortlistas appropriate), not a single score or an unnamed "portfolio". - Publish to UTS + PathIds/PathSliceId; Illumination Map is report‑only telemetry by default.
5) Archetypal Grounding
Informative; manager‑first (E.7/E.8 Tell‑Show‑Show).
Show‑A - SRE capacity plan (selector returns a set).
Frame. We must raise service commitment headroom for Q4 without breaking latency SLOs.
Declared retained set. {cache‑expansion, read‑replicas, query‑shaping, circuit‑breaker tuning, schema‑denorm}.
Glossary in action. U = latency@p95 & error‑rate, C = budget ≤ $X, risk ≤ R, N = dissimilarity to current playbook, Diversity_P = adds a previously empty niche in our archive (e.g., “shifts load to edge”). E/E‑LOG starts Explore‑heavy, flips Exploit‑heavy once ≥ K distinct niches are lit. (Publish UTS row + parity pins; illumination stays report‑only telemetry.)
Show‑B - Policy search with QD archive (MAP‑Elites‑class).
Frame. Robotics team explores gaits that trade stability vs energy use.
Glossary in action. CharacteristicSpace = {step‑frequency, lateral‑stability}, ArchiveConfig = CVT grid, N from descriptor distance, U = task reward, Diversity_P = coverage gain; PortfolioMode=Archive. Families include MAP‑Elites (2015), CMA‑ME/MAE (2020–), Differentiable QD/MEGA (2022–), QDax (2024); publish editions and policy‑ids; treat illumination as report‑only telemetry.
(Optional) Show‑C - OEE parity (POET/Enhanced‑POET).
Co‑evolve declared {environment, method} sets; publish coverage/regret as telemetry metrics; pin TransferRulesRef.edition; return sets, not a single winner.
Show‑Epi - Evidence synthesis (U.Episteme).
Frame. A living review compares rival causal identification methods (e.g., IV vs. DiD vs. RCT‑adjacent surrogates) across policy domains.
Glossary in action. U = external‑validity gain @ F/G‑declared lanes, C = ethics & data‑licence constraints, N = dissimilarity in **ClaimGraph** transformations, D_P = coverage of identification niches in the archive. ReferencePlane = episteme. Illumination/coverage stays report‑only telemetry; selection returns a declared retained-set surface or portfolio-publication view of methods per niche. (Publish UTS rows; cite Bridges + CL for cross‑domain reuse; edition‑pin Descriptor/Distance defs where QD applies.)
6) Bias‑Annotation
Scope. Trans‑disciplinary; glossary applies to both System and Episteme work. Known risks & mitigations. Over‑aggregation: forbid mixed‑scale sums; use CG‑frame and MM‑CHR. Terminology drift: enforce LEX‑BUNDLE registers; ban tool jargon in Core. Optimization monoculture: require declared set-surface or typed portfolio publication where G‑kit mandates parity; illumination stays report‑only telemetry unless a CAL policy promotes it (policy‑id cited).
7) Conformance Checklist (SCR/RSCR stubs)
8) Consequences
Benefits. • Immediate usability for engineer‑managers (plain one‑liners) with formal anchors for auditors. • Declared-set-first / typed portfolio-publication culture (typed set surfaces & illumination) instead of brittle leaderboards. • Edition‑aware comparability; parity/refresh is routine, not ad‑hoc.
Trade‑offs & mitigations. • Slightly longer UTS rows → mitigated by consistent schema and copy‑paste snippets. • Requires discipline on units/scales → mitigated by CG‑frame templates.
9) Rationale
This pattern instantiates P‑10 Open‑Ended Evolution by making generation‑selection‑publication operational at the on‑ramp: readers get just enough shared vocabulary to run search as standard practice. It aligns with Didactic Primacy (P‑2) and LEX‑BUNDLE (E.10) by keeping definitions plain‑first and scale‑lawful, and with Patterns Layering (P‑5) by pointing to C.17–C.19 for formal anchors without tool lock‑in. The post‑2015 line (MAP‑Elites → CMA‑ME/MAE → Differentiable QD/MEGA → QDax; POET/Enhanced‑POET/Darwinian Goedel Machine) normalised quality‑diversity and open‑endedness as first‑class search objectives; this glossary surfaces those ideas as publication standards, not tool recipes.
10) Relations
Builds on. E.2 Pillars (P-10, P-2, P-6), A.5 (Open-Ended Kernel), B.5/B.5.2.1 (Abductive loops + NQD integration), C.17–C.19 (Creativity-CHR, NQD-CAL, E/E-LOG).
Coordinates with. E.7/E.8 (Archetypal Grounding; Authoring template), E.10 (LEX‑BUNDLE), F.17 (UTS), G.5/G.9–G.12 (set‑returning selectors, iso‑scale parity, shipping & refresh). Constrains. Any generator/selector/typed portfolio publication on the Core surface: N‑U‑C‑Diversity_P + policy‑ids; S/Scale‑probe where applicable; parity pins; lawful scales; declared-set publication where mandated. (Ties into UTS rows and parity artefacts.) Editor’s cross‑reference. For agentic orchestration of scalable tool‑calls under BLP/SLL, see C.24 (Agent‑Tools‑CAL).
Scope of this glossary
This pattern is an on‑ramp: it does not replace C.17–C.19. It binds Plain definitions to publication/telemetry expectations so newcomers can use NQD/E/E‑LOG immediately while experts follow the formal trails.
Early set-surface and metric-kind vocabulary
- Use
Palettefor a plurality-preserving set with no dominance semantics yet. - Use
TraditionPaletteonly when the members are traditions gathered before later comparison or choice semantics are declared. - For methods, hypotheses, environment-method pairs, candidate explanations, or other member kinds, use
Paletteplus explicitSubjectKindinstead of borrowing theTraditionPalettehead. - Use
Frontonly for a non-dominated set under one declaredDominanceSet. - Use
Q-Frontwhen the declaredDominanceSetis the declaredQcomponents. - Use
Archivefor a retained set whose purpose is coverage, stepping-stone retention, or frontier expansion rather than current non-domination. - Use
ExplorationArchivefor the broad retained exploration surface; it is the exploration-specific specialization ofArchive. - Use
SteppingStoneSetonly for one narrower retained subset whose stated purpose is future frontier reach rather than the whole archive. It is not part of the ordinary first-pass public-head family for retained exploration. - Use
Shortlistfor the set chosen from one declared source surface by one named lens. - Use
RankedShortlistonly when that shortlist is explicitly rank-ordered. - Use
ShortlistIdfor the stable public token of one emitted shortlist; it is not the shortlist itself. - Use
ChoiceSetonly when the mathematical set object underlying one shortlist must be named explicitly; do not let it replace the public shortlist head. - Use
Q-setfor the declared current objective tuple that may ground the currentDominanceSet. - Use
LearningProgressSignalfor an optional policy-side signal that says further exploration is expected to improve capability or competence; it is not part ofQor dominance by default. - Use
CompetenceModelReffor the cited model or evidence surface that makes a capability or competence estimate reviewable. - Use
GoalSpaceExpansionCuefor a declared reason to widen the goal or task palette; it is a pool-policy/probe cue, not proof that one candidate is already on the current front. - Use
GoalSpaceExpansionPolicyReffor the declared pool policy that says when learning-progress or competence evidence justifies widening goals, tasks, or curricula; it governs archive/curriculum growth, not default dominance. - When future reach depends on transition or transfer potential, cite that reachability or transfer rule together with
LearningProgressSignal,CompetenceModelRef, orGoalSpaceExpansionCue; keep that bridge on the archive/pool-policy side unless one explicit policy promotes it. - If one front is meant to be current-
Qby default, say so asQ-Frontor asFront over the declared Q componentsrather than leaving the relation betweenQ-setandDominanceSetimplicit. Use-Valuemay be one member of theQ-setonly when the current Context declares it there; it is not the wholeQ-setor the defaultQ-setby itself.- Metric-kind doctrine: the
Q-setis the candidate/front-facing objective tuple;Novelty@contextis one context-relative candidate signal;DeltaDiversity_Pis one set-relative marginal diversity contribution;IlluminationSummaryis one report-only archive telemetry summary unless one explicit policy promotes it. - Minimal mathematical lens: the current front lives in one declared comparison or outcome space, while the exploration archive may depend on one declared search, niche, or reachability space. Keep both spaces explicit when they differ.
- Keep
Novelty@context,DeltaDiversity_P,Surprise, andIlluminationSummaryoutside the defaultQ-setunless one declaredPromotionPolicysays otherwise. - A reader should be able to tell whether one sentence is talking about a
Palette, aFront, anArchive, aSteppingStoneSet, aShortlist, or one explicitRankedShortlist, and whether one selected set came from one declared source surface, before later policy or geometry detail arrives. - Use
portfolioonly when the governed object is a declared retained set plus a selection/retention rule or a portfolio-publication posture. Do not use bareportfoliowhenPalette,Front,Archive,SteppingStoneSet,Shortlist, orRankedShortlistis already recoverable.
Helper declarations for set-surface language
- Ordinary public set-surface heads are
Palette,TraditionPalette,Front,Q-Front,Archive,ExplorationArchive,Shortlist, andRankedShortlist. ExplorationArchiveis the exploration-specific specialization ofArchive; useArchiveas the wider family head only when that exploration-specific subtype does not matter.SteppingStoneSetis one narrow retained-subset head only when that subset itself is the visible published surface; do not treat it as the ordinary public head for retained exploration.ShortlistIdis the stable public token or id companion for one emitted shortlist; it is not a set-surface head.ChoiceSetis only the mathematical set gloss for a shortlist when that object itself must be named.SetSurfaceKindis a declaration field naming which public set-surface family is being emitted; it is not another public head and not a Part-ESurfaceKindvalue such asPublicationSurfaceorInteropSurface.SourceSurfaceKindis a declaration field naming the immediate source-surface family acted on by a lens, such asQ-Front,ExplorationArchive,Front,Archive, orTraditionPalette; it does not carry derivation, composition, or object-id load, it does not rename the emittedShortlistorRankedShortlist, and it is not a Part-ESurfaceKindvalue.SourceSurfaceCompositionis an optional declaration field naming a multi-source composition such asFront+Archivewhen one lens genuinely acts over more than one declared source-surface family; it is not itself a kind.SubjectKindis a declaration field naming what the members are, such as traditions, methods, hypotheses, environment-method pairs, candidate explanations, or other subject-kinded alternatives.EligibilitySet,DominanceSet,TieBreakerSet, andTelemetrySetare the comparison-bundle sets behind the surface, not rival publication heads:EligibilitySetsays what may enter,DominanceSetsays what counts for current non-domination,TieBreakerSetsays what may order or choose among survivors, andTelemetrySetsays what may be reported without changing dominance.PromotionPolicyis the policy pin that authorizes one tie-breaker or telemetry signal to move into dominance. Without that pin, novelty, diversity, surprise, illumination, or similar signals remain outside the currentDominanceSet.DerivedViewKindis an optional declaration field for a derived view, such as one tradition view used for interpretation or publication. It must leave the baseSourceSurfaceKind,SetSurfaceKind, and emitted shortlist family recoverable.BasePaletteRefis an optional cited id/ref for the base palette when one derived tradition view or shortlist depends on that palette; it is a ref, not a kind.- Stable values for
SetSurfaceKind,SourceSurfaceKind,SourceSurfaceComposition,SubjectKind, andDerivedViewKindshould come from controlled tokens, cited ids, or already-declared head labels; do not let one ad hoc local prose label become a de facto field value. - When the upstream object is
SoTAPaletteDescriptionand its members are traditions,TraditionPalettemay be used as the reader-facing tradition-only palette head for that same palette burden. It is an aliasing head over the same palette burden, not a separate owner. When the members are not traditions, keepSoTAPaletteDescriptionorPalette + SubjectKindexplicit instead of wideningTraditionPalette. RetentionIntent=steppingStoneis a field value on retained archive membership when the purpose is future frontier reach; it is not the same thing as publishing aSteppingStoneSet, which names a narrower retained subset only when that subset itself is the surface being discussed and not the default archive head.
First public wording for shortlisted results
- When one reader needs the visible selected surface, say
Shortlist from <SourceSurfaceKind> under <LensId>rather than one genericchoice setorportfolio. - When the selected surface must be cited as one stable emitted object, say
ShortlistIdand keep one nearby line that names the shortlist and its source surface. - When the shortlist is ordered, say
RankedShortlistand keep the underlying shortlisted surface recoverable rather than jumping straight fromFrontto ranking. - Use
choice set underlying that shortlistonly when the mathematical set object itself is the point of the sentence. - A reader should be able to recover on first pass what source surface was acted on, what shortlist came out, and whether the text is naming the surface, the token, or the mathematical set object.
Support-stack reading glosses
The current support-stack terms should read plainly as follows:
SearchSpaceRef- one declared reference to the
CharacteristicSpacecurrently used to search, compare, or navigate candidate possibilities - it is one role-named ref field over the existing
CharacteristicSpaceRef/SpaceRefidiom, not one brand-new space kind
- one declared reference to the
OutcomeSpaceRef- one declared reference to the
CharacteristicSpacecurrently used to judge outcomes, effects, or realized value - it is one role-named ref field over that same idiom, not one synonym for
SearchSpaceRef
- one declared reference to the
CrossSurfaceSupportView- the ordinary/common head of one optional support-view family laid over one already-declared substrate-bearing line or one source/set surface whose substrate remains recoverable
- it helps the reader see the current support question; it does not replace the base source surface or silently invent one new substrate
CrossSurfaceAtlasView- one stronger optional support view that keeps several declared views, spaces, mappings, or qualifiers visible together
- use it only when the current reading truly needs that composite support, and say why thinner support is not enough; it is not the default meaning of palette, front, archive, shortlist, or candidate surface
TypedSetViews- one explicit list of which declared set-view heads the current atlas/support reading is holding together
- use it when several declared views must stay visible together; it does not create one new surface and should not hide the active source/set surface
OutcomeMapRef- one explicit support ref that shows how one declared source or set surface maps into one outcome or effect surface when that map materially matters
- it supports the reading; it does not rename the source surface into the outcome surface
SpaceMetricRef- one explicit support ref to the metric, neighborhood, distance, density, or reachability discipline being used inside one declared space
- it qualifies how the reader is comparing positions in that space; it is not the space itself and not one substitute for
SearchSpaceReforOutcomeSpaceRef
TransitionSupportRef- one explicit support ref to the transition, level-shift, dynamic-coupling, or phase-change basis that the reading depends on
- it explains why motion or cross-level change is being read a certain way; it does not by itself decide policy, planning, or publication
BridgeDistortionNote- one explicit note that a bridge, projection, aggregation, or derived reading is useful but not perfectly faithful
- it tells the reader where comparability bends or information is lost, so the stronger reading does not over-claim
Practitioner-facing reading cue
- If the question is “Which space are we searching or navigating?”, look for
SearchSpaceRef. - If the question is “Which space are we judging outcomes in?”, look for
OutcomeSpaceRef. - If the question is “What optional overlay helps me read several declared surfaces together?”, look for
CrossSurfaceSupportView. - If that overlay also keeps several declared views, spaces, mappings, or qualifiers together, it is the stronger
CrossSurfaceAtlasView. - If the atlas/support reading must keep several declared set views visible at once, look for
TypedSetViews. - If the overlay depends on one explicit source-to-outcome mapping, look for
OutcomeMapRef. - If the overlay depends on one metric, neighborhood, or reachability discipline inside one declared space, look for
SpaceMetricRef. - If the overlay depends on one transition, level-shift, or dynamic-coupling basis, look for
TransitionSupportRef. - If the overlay depends on one bridge or projection that may lose fidelity, look for
BridgeDistortionNote.
First-use routing check
- Start with
CrossSurfaceSupportViewwhen the NQD/OEE burden is simply to keep one declared palette, front, shortlist, or archive readable while comparing candidate material. - Start with it only when any cited
SearchSpaceRef,OutcomeSpaceRef, mappings, or qualifiers are already declared elsewhere and remain recoverable through the base substrate or source/set surface. - Escalate to
CrossSurfaceAtlasViewonly when the reading must hold several declared views, spaces, mappings, or qualifiers together to explain why one specialization, evaluation, or boundary call stays lawful, and state why thinner support is insufficient. - If the reading keeps several declared set views together, name
TypedSetViewsexplicitly instead of letting atlas wording hide that view-set choice. - If the reading depends on one source-to-outcome map, name
OutcomeMapRefexplicitly instead of letting the overlay silently stand in for that map. - If the reading depends on one metric or neighborhood discipline, name
SpaceMetricRefexplicitly instead of letting the space name stand in for that metric. - If the reading depends on one transition, level-shift, or dynamic-coupling basis, name
TransitionSupportRefexplicitly instead of letting the overlay silently absorb that transition burden. - Not this glossary-side support stack when the real move is to invent one new search doctrine, one new outcome metric family, or one new publication surface. Those burdens stay with the owner patterns that govern the object itself.