#SoTA Pack Shipping (pack-boundary owner; SoTA-Pack(Core))

Pattern G.10 · Stable Part G - Discipline SoTA Patterns Kit

Tag: Architectural pattern (conceptual; notation‑independent; pack‑boundary owner) Stage: release‑time composition and publication; edition‑aware; GateCrossing‑gated via E.18 CrossingBundle (and the relevant GateCrossing harness patterns). Builds on: G.Core (Part‑G core invariants and routing); upstream pack/kit owners as cited artefacts (not redefined here). Owns (scope boundary): shipping of Part‑G outputs as a pack (SoTA‑Pack(Core)), including the pack‑level publication kit: (i) selector‑facing portfolio/parity roster, (ii) PathId/PathSlice citation surface, (iii) telemetry pins for refresh planning, and (iv) optional interop ingestion as citation‑only notes. Does not own: contract surfaces (CN‑Spec, CG‑Spec), CHR/CAL semantics, selection semantics, evidence semantics, bridge calibration semantics, refresh orchestration (these remain with their owners and are cited).

Part G produces many kit‑owned and suite‑owned artefacts (harvest packs, CHR/CAL packs, evidence graphs, bridge calibration artefacts, log bundles, parity reports). Without an explicit pack‑boundary owner, “shipping” tends to become:

#Keywords

• shipping
• SoTA-Pack(Core)
• pack boundary
• publication surface
• AuditPins
• MOOManifest
• UTS publication
• PathId/PathSliceId
• CrossingBundle
• edition pins
• telemetry pins
• RSCR wiring
• parity pins
• notation-independent pack.

#Relations

#Content

#Problem frame — Shipping without smuggling semantics

Part G produces many kit‑owned and suite‑owned artefacts (harvest packs, CHR/CAL packs, evidence graphs, bridge calibration artefacts, log bundles, parity reports). Without an explicit pack‑boundary owner, “shipping” tends to become:

• an ad‑hoc folder/export ritual (tool‑locked, not citable), or
• a silent re‑specification layer (shipping accidentally redefines legality, defaults, or selection semantics), or
• a brittle hand‑off that cannot support RSCR/refresh (no actionable pins/editions/policies attached).

G.10 fixes the pack boundary: it defines the single, normative shipping surface for Part‑G outputs — SoTA‑Pack(Core) — and a minimal choreography for making shipped artefacts selector‑ready and audit‑citable, while delegating all Part‑G‑wide invariants to G.Core (routing/delegation, not restatement).

#Problem — Why naive shipping breaks reuse, legality, and refresh

Naive shipping fails (conceptually) when any of the following occurs:

1. Format-as-contract. A concrete export format is treated as “the pack,” turning a tool choice into a semantic authority.
2. Editionless hand‑offs. Shipped artefacts omit the edition/policy pins required to replay or compare outcomes, so parity and RSCR become non‑actionable.
3. Pack smuggles semantics. Shipping reintroduces “convenience” rules (hidden scalarisation, competing defaults, private gate decisions), fragmenting the contract surface.
4. Invisible crossings. Cross‑context/plane reuse is present, but the pack does not expose the crossing bundles and penalty policy pins needed for audit and refresh planning.
5. No method‑of‑obtaining‑output disclosure. Consumers receive outcomes without a minimal, citable trail of which mechanisms/policies/editions produced them.
6. Refresh orphaning. Telemetry and decay signals exist, but the shipped artefact provides no stable scope keys (PathId / PathSliceId) and no payload pins for RSCR triggers.

#Forces

#Solution — SoTA‑Pack(Core) as the shipping object and publication kit

G.10 defines a pack‑owned shipping surface: a notation‑independent object that cites all upstream artefacts by stable ids/refs and exposes the minimum pins required to (a) consume the result via selection, (b) audit it via path citations and crossing bundles, and (c) refresh it via typed RSCR triggers.

#G.Core linkage (normative)

Builds on: G.Core (Part‑G core invariants; single‑owner routing)

GCoreLinkageManifest (G.10) (normative; expands per G.Core:4.2; Nil‑elision applies) Effective obligations/pins/triggers are computed as union(expand(sets), explicit deltas) under Nil‑elision.

• CoreConformanceProfileIds := { GCoreConformanceProfileId.PartG.AuthoringBase, GCoreConformanceProfileId.PartG.TriStateGuard, GCoreConformanceProfileId.PartG.UTSWhenPublicIdsMinted, GCoreConformanceProfileId.PartG.ShippingBoundary }

• RSCRTriggerSetIds := { GCoreTriggerSetId.RefreshOrchestration } (payload pins: PackId(UTS), publicationScopeId, CNSpecRef.edition, CGSpecRef.edition, PlanItemRefs := SlotFillingsPlanItemRef[], AuditPins, UTSRowId[], PathId/PathSliceId, crossing policy pins, TelemetryPinIds, relevant upstream artefact ids)

• DefaultsConsumed := { DefaultId.PortfolioMode, DefaultId.DominanceRegime, DefaultId.GammaFoldForR_eff } (Owners are routed via G.Core.DefaultOwnershipIndex and are not restated here.)

• CorePinSetIds := { GCorePinSetId.PartG.AuthoringMinimal, GCorePinSetId.PartG.CrossingVisibilityPins }

• CorePinsRequired (pattern delta; pin names only; id‑valued unless noted) := { PackId(UTS), publicationScopeId, contextSliceId?,

  PlanItemRefs := SlotFillingsPlanItemRef[]? (WorkPlanning planned baseline refs), AuditPins (pack‑level pin bundle: edition pins (only on …Ref.edition), policy‑ids, UTS/Path pins; ids only),

  UTSRowId[], PathId[]?, PathSliceId[]?, CrossingBundleIds := CrossingBundleId[]?, TelemetryPinIds := TelemetryPinId[]?, PortfolioRosterId?,

  MOOManifestId? (method‑of‑obtaining‑output disclosure; conceptual object id) } (Optional pins from CrossingVisibilityPins MAY be strengthened to unconditional by listing them above; G.10 typically strengthens UTSRowId[] and path/crossing bundles when the pack is publicly shipped.)

• TriggerAliasMapRef := ∅ (no local trigger tokens in Phase‑2)

Mode‑specific definition pins. Any additional pins required for QD/OEE/interop shipping are introduced only by GPatternExtension blocks in G.10:4.6 (never smuggled into the core linkage).

#SoTA‑Pack(Core) object model (normative; notation‑independent)

SoTA‑Pack(Core) is a shipment object (a pack, not a kit and not a suite) that cites upstream artefacts and exposes pack‑level pins required for downstream use.

SoTA‑Pack(Core) :=
⟨
  PackId(UTS),
  publicationScopeId,
  contextSliceId?,
  CG-FrameContext,
  describedEntity := ⟨GroundingHolon, ReferencePlane⟩,

  // Contract surfaces (refs + edition pins; semantics owned by their patterns)
  CNSpecRef := ⟨A.19 ref, CNSpecRef.edition⟩,
  CGSpecRef := ⟨G.0 ref,  CGSpecRef.edition⟩,

  // Selector-facing portfolio/parity roster token (conceptual; no formats mandated)
  PortfolioRosterId?,        // produced by `G.10‑1` as part of composition; may cite ε and the applicable pinned regime/mode refs

  // Cited payload packs/kits (ids only; semantics owned by the cited owners)
  SoTAHarvestPackId?          // e.g., G.2 output id
  CHRPackId?                  // G.3 output id
  CALPackId?                  // G.4 output id
  EvidenceGraphId?            // G.6 output id
  BridgeMatrixId?             // G.2/G.7 cited id
  BridgeCalibrationTableId?   // G.7 output id
  SoSLOGBundleId?             // G.8 output id
  ParityReportId?             // G.9 output id
  DashboardSliceId?           // G.12 output id (optional)
  InteropSurfaceId?           // G.13 output id (optional)

  // Path citation surface (ids only; semantics owned by A.10/G.6)
  PathIds := PathId[]?,
  PathSliceIds := PathSliceId[]?,

  // Planned baseline + audit pins (P2W-aware; ids only)
  PlanItemRefs := SlotFillingsPlanItemRef[]?,
  AuditPins := { id pins… },                 // editions only on `…Ref.edition`; includes policies, UTS/Path pins, crossing pins

  // Crossing visibility surface (per GateCrossing; ids only)
  CrossingBundleIds := CrossingBundleId[]?,

  // Telemetry hooks for refresh planning (ids only; PathSlice-keyed; policy-id pinned)
  TelemetryPinIds := TelemetryPinId[]?,

  // Method-of-obtaining-output (MOO) disclosure (conceptual; ids only)
  MOOManifestId?,

  Notes?
⟩
### Portfolio roster (normative; pack‑owned; owner‑delegating)

`PortfolioRosterId` identifies the **selector‑facing** pack roster token. It is **wiring + citation** only:
it MUST NOT redefine selection/portfolio semantics (owned by `G.5`) or parity semantics (owned by `G.9`).
Mode‑specific definition pins (QD/OEE/interop) are introduced only via `G.10:Ext.*` blocks.

PortfolioRoster@Context := ⟨ PortfolioRosterId, PackId(UTS), CG-FrameContext, describedEntity,

// Portfolio semantics (values may be explicit or resolved via DefaultOwnershipIndex) portfolioMode?, dominanceRegime?, ε?,

// Selector-facing roster + provenance hooks (ids only) MethodFamilyIds := MethodFamilyId[]?, GeneratorFamilyIds := GeneratorFamilyId[]?, ParityReportId?, SCRId[]?, DRRId[]?,

// Pin reuse: prefer referencing the enclosing pack’s AuditPins bundle AuditPins?, Notes? ⟩

*Presence rule:* `PortfolioRosterId` MAY be omitted only when the shipped pack is *inputs‑only*
(e.g., shipping CHR/CAL/evidence without any selector‑consumable portfolio/shortlist output).

Interpretation constraints (normative by delegation). Any universal invariants governing (i) contract‑surface ownership, (ii) crossing visibility and penalty routing, (iii) tri‑state guards, (iv) set‑return semantics, (v) P2W split, (vi) defaults, and (vii) RSCR trigger typing are not restated here and are enforced via G.Core routing (see CC‑G10‑CoreRef).

#Shipping choreography (normative; owner‑delegating)

G.10 prescribes a minimal, owner‑delegating sequence for composing a shipped pack:

1. S‑1 — Gather & pin. Collect upstream artefact ids and verify the required pins implied by the linkage manifest (edition pins, policy pins, UTS/Path pins).
2. S‑2 — Compose SoTA‑Pack(Core) + MOO disclosure. Assemble the pack object and attach a MOOManifest that lists the referenced mechanisms/policies/editions that produced the shipped outcomes (ids only; semantics stay with owners).
3. S‑3 — Publish portfolio/parity roster (selector‑facing). Produce a selector‑readable PortfolioRosterId with the parity/definition pins required for reproducibility; do not mandate formats.
4. S‑4 — Anchor and publish path citations. Ensure A.10 anchors exist and publish/record PathId/PathSliceId citations required for downstream explainability (e.g., C.23/H4) and maturity rung changes.
5. S‑5 — Expose CrossingBundle. For each GateCrossing relevant to the shipped artefacts, expose the required CrossingBundle references (fail fast on missing or non‑conformant bundles when required).
6. S‑6 — Emit telemetry pins for refresh planning. Whenever illumination increases or archive/OEE wiring changes, emit PathSlice‑keyed telemetry with policy‑id and the active …Ref.edition pins (and QD EmitterPolicyRef/InsertionPolicyRef when applicable).
7. S‑7 — Publish to UTS (twin labels). Mint/refresh UTS Name Cards needed to cite the pack and shipped heads (Tech/Plain twins when required); cross‑Context identity travels only via Bridges with CL and loss notes.
8. S‑8 — Optional: ingest interop surface. If G.13 interop is in use, ingest/cite InteropSurface@Context as annotation-only notes, pinning external index editions; do not redefine interop semantics.

#Interfaces & hooks (selector‑ and audit‑facing)

Surfaces remain conceptual per E.5.2; RO‑Crate/ORKG/OpenAlex mappings belong to Annex/Interop and do not affect Core conformance.

Note. Any concrete serialisation/export is not part of this interface set. Serialisation belongs to interop/annex ownership and must not become a semantic authority.

#Consequence of ownership (normative boundary statement)

G.10 is the single owner of “shipping” in Part G (by delegation to CC‑GCORE‑SKP‑1). Other G.x patterns may produce artefacts that are shipped, but they must not embed shipping obligations; they cite G.10 shipping surfaces instead.

#Extensions (pattern‑scoped; non‑core)

All method‑/generator‑/interop‑specific shipping wiring lives here as GPatternExtension blocks.

#GPatternExtension — G.10:Ext.QDArchiveShippingPins

PatternScopeId: G.10:Ext.QDArchiveShippingPins GPatternExtensionId: QDArchiveShippingPins GPatternExtensionKind: MethodSpecific SemanticOwnerPatternId: C.18 (QD/NQD semantics live with the owner; this block is wiring-only.) Uses: {C.18, G.5, G.8, G.11} ⊑/⊑⁺: ∅ RequiredPins/EditionPins/PolicyPins (minimum):

• DescriptorMapRef.edition
• DistanceDefRef.edition
• DHCMethodRef.edition?
• DHCMethodSpecRef.edition?
• EmitterPolicyRef (policy‑id / ref)
• InsertionPolicyRef (policy‑id / ref)
• CharacteristicSpaceRef (id/ref; iff archive partitioning is declared)
• CharacteristicSpaceRef.edition? (iff partitioning depends on an editioned space definition)
• PathSliceId[] (to bind telemetry/refresh scope when archive behaviour is present)

RSCRTriggerSetIds: ∅ (covered by G.10 core linkage via GCoreTriggerSetId.RefreshOrchestration) Notes (wiring only):

• This block never redefines archive semantics; it only states which pins must be present in the shipped pack when QD archive fields are present.

#GPatternExtension — G.10:Ext.OEEShippingPins

PatternScopeId: G.10:Ext.OEEShippingPins GPatternExtensionId: OEEShippingPins GPatternExtensionKind: GeneratorSpecific SemanticOwnerPatternId: G.5 (generator family registry / transfer wiring is owned upstream; this block is pack‑wiring only.) Uses: {G.5, G.11} ⊑/⊑⁺: ∅ RequiredPins/EditionPins/PolicyPins (minimum):

• TransferRulesRef.edition
• EnvironmentValidityRegion? (id/ref; iff an explicit region is declared as part of generator family wiring)
• PathSliceId[] (scope key for refreshable generator telemetry when present)

RSCRTriggerSetIds: ∅ (covered by the core trigger set) Notes (wiring only):

• “Open‑endedness” semantics remain owner‑defined; the pack only carries the pins required to make the shipped claim replayable/auditable.

#GPatternExtension — G.10:Ext.InteropCitation

PatternScopeId: G.10:Ext.InteropCitation GPatternExtensionId: InteropCitation GPatternExtensionKind: InteropSpecific SemanticOwnerPatternId: G.13 (interop semantics live with G.13; this block only cites ids/pins.) Uses: {G.13} ⊑/⊑⁺: ∅ RequiredPins/EditionPins/PolicyPins (minimum):

• InteropSurfaceId
• ExternalIndexRef.edition
• ClaimMapperRef.edition
• PlaneMapRef.edition?
• MappingPolicyRef

RSCRTriggerSetIds: ∅ (covered by the core trigger set) Notes (wiring only):

• This block only records that an interop surface contributed to the shipped pack’s provenance; it does not redefine any crosswalk semantics.

#Consequences

Benefits

• A shipped result becomes selector‑ready and audit‑citable without turning file formats into a contract.
• Shipping is no longer a semantic “backdoor”: pack‑level semantics remain owner‑delegated.
• RSCR/refresh becomes operationally viable because pack‑level scope keys and payload pins are present.

Costs / trade‑offs

• Shipping becomes more explicit (more pins and explicit surfaces), which raises authoring overhead.
• If upstream owners fail to provide citable ids/pins, G.10 cannot paper over the gap; shipping will block or ship a visibly incomplete pack (depending on policy‑bound failure behaviour, routed via owners).

#Bias‑Annotation (informative)

Lenses tested: Gov, Arch, Onto/Epist, Prag, Did.

• Format bias (Arch/Prag). Strong temptation to treat a popular export format as “the pack”.
  Mitigation: keep Core surfaces conceptual (E.5.2); move serialisation recipes to Annex/Interop; keep conformance on semantics.
• Centralisation bias (Gov). A single shipping owner can become a bottleneck.
  Mitigation: keep shipping ownered, but push mode/method specifics into explicit G.10:Ext.* wiring blocks and cite semantic owners.
• Telemetry→dominance bias (Onto/Prag). Shipping pipelines often “promote” telemetry proxies (illumination/coverage) into ranking.
  Mitigation: preserve the telemetry/order separation and require explicit CAL policy‑id for any promotion; record the policy‑id in audit pins/telemetry.
• Interop authority bias (Onto/Epist). External indexes can silently override local legality/typing.
  Mitigation: G.10‑6 ingests interop only as cited notes (editions + mapping policy refs), never as a replacement contract surface.

#Archetypal grounding (informative; post‑2015 method families)

World‑plane (benchmark shipping). A CG‑Frame ships a portfolio that includes a QD archive (e.g., MAP‑Elites‑class / CMA‑ME‑class families) and a generator family (e.g., POET‑class environment generation). The shipped SoTA‑Pack(Core) cites the CHR/CAL packs and pins the QD/OEE wiring via the extension blocks so that downstream parity and refresh can be scoped to the affected PathSliceIds rather than forcing a global rebuild.

Episteme‑plane (synthesis shipping). A CG‑Frame ships a pluralistic set of admissible methods gathered from post‑2015 literature streams (living review + synthesis pack). The shipped pack carries explicit contract‑surface refs, evidence path citations, and method‑of‑obtaining‑output disclosure; downstream selection uses set‑valued outcomes and can schedule refresh when the synthesis pack or key pins change.

#Conformance checklist (CC‑G10)

This pattern inherits order/illumination, evidence, and bridge/penalty legality from the cited owners (not restated here). Shipping‑specific requirements:

#Anti‑patterns and remedies

• AP‑1 Format‑as‑contract. Remedy: keep Core surfaces conceptual (E.5.2); move serialisation to Annex/Interop; enforce CC‑G10.1.
• AP‑2 Hidden edition drift. Remedy: require …Ref.edition pins in AuditPins and treat edition changes as RSCR‑relevant via canonical trigger kinds.
• AP‑3 “QD archive present” but missing definition pins. Remedy: enforce CC‑G10.2 and the G.10:Ext.QDArchiveShippingPins wiring.
• AP‑4 Telemetry silently becomes dominance. Remedy: keep telemetry report‑only unless an explicit CAL policy promotes it; require policy‑id recorded (ties to CC‑G10.3 and MOO discipline).
• AP‑5 No PathSlice key → refresh becomes global. Remedy: enforce PathSlice‑keyed telemetry and path citations (G.10‑4, G.10‑5).
• AP‑6 Cross‑Context reuse without visible routing. Remedy: require CrossingBundleIds + Bridge/CL policy pins; fail fast on missing/non‑conformant bundles (CC‑G10.7).
• AP‑7 Interop ingestion rewrites semantics. Remedy: ingest interop as cited notes only; semantics remain in G.13 (G.10‑6, G.10:Ext.InteropCitation).

#SoTA‑Echoing (post‑2015, for orientation)

• Research‑object packaging & provenance. Post‑2015 practice increasingly treats “release artefacts” as packages with explicit provenance, versions, and minimal replay pins (e.g., modern research‑object and RO‑Crate‑class approaches). G.10 mirrors the “package‑as‑citation‑surface” idea while keeping semantics owner‑delegated.
• Reproducibility regimes in ML/AI. Contemporary reproducibility checklists, artifact evaluation/badging, and benchmark reporting norms motivate: explicit version pins, explicit method disclosure, and separating telemetry summaries from decision criteria unless policy‑promoted.
• Scholarly KG interoperability. ORKG/OpenAlex‑class ecosystems highlight the need to treat external mappings as interop notes with editions, not as replacement contract surfaces — matching the G.10‑6 and G.10:Ext.InteropCitation stance.

#Relations

Builds on: G.Core; consumes/cites owner artefacts from G.2 (harvest pack), G.3 (CHR pack), G.4 (CAL pack), G.6 (EvidenceGraph), G.7 (bridge calibration), G.8 (SoS‑LOG bundle), G.9 (parity report), optional G.12 (dashboard slice), optional G.13 (interop surface). Publishes to / used by: UTS (pack identity), selector‑facing consumers (via G.5), audit/assurance surfaces (SCR/RSCR), refresh orchestration (G.11). Constrains: tooling exports are downstream; serialisation and repository integration are explicitly non‑normative here.

#G.10:End