aiwg/agentic/code/frameworks/research-complete/elaboration/templates/workflow-status-template.md

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# Research Workflow Status

## Metadata

```yaml
---
status_type: workflow-tracking
workflow_id: research-session-YYYYMMDD-HHMMSS
project: aiwg-research-framework
started_date: YYYY-MM-DD HH:MM:SS
updated_date: YYYY-MM-DD HH:MM:SS
current_stage: discovery  # discovery | acquisition | documentation | integration | archival
overall_progress: 0  # 0-100 percentage
status: in-progress  # in-progress | paused | completed | aborted | error
version: 1.0.0
---
```

## Workflow Overview

**Workflow Type:** 5-Stage Research Framework (UC-RF-008)
**Session ID:** research-session-YYYYMMDD-HHMMSS
**Started:** YYYY-MM-DD HH:MM:SS
**Current Stage:** [Stage Name]
**Overall Progress:** X%

**Quick Status:**
- ✅ Completed: X stages
- 🔄 In Progress: Y stages
- ⏸️ Pending: Z stages
- ❌ Failed: W stages (if any)

---

## Stage Progress

### Stage 1: Discovery (UC-RF-001)
**Status:** [✅ Complete | 🔄 In Progress | ⏸️ Pending | ❌ Failed]
**Progress:** X%
**Started:** YYYY-MM-DD HH:MM:SS
**Completed:** YYYY-MM-DD HH:MM:SS (or N/A if in progress)
**Duration:** X hours Y minutes

**Substeps:**
- [✅] Define research question
- [✅] Create search strategy
- [🔄] Execute searches (3/5 queries complete)
- [⏸️] Filter and rank results
- [⏸️] Validate candidate sources

**Output Artifacts:**
- ✅ `.aiwg/research/discovery/search-strategy.md`
- ✅ `.aiwg/research/discovery/search-results-2026-01-25T10-30-00.json` (15 candidates)
- 🔄 `.aiwg/research/discovery/filtered-candidates.json` (In progress)

**Metrics:**
- **Search Queries Executed:** 3/5
- **Candidates Found:** 45 total
- **Candidates After Filtering:** 15 relevant
- **Accepted for Acquisition:** 10

**Issues/Blockers:**
- None

**Next Steps:**
1. Complete remaining 2 search queries
2. Filter 45 → 20 candidates using relevance criteria
3. Validate top 20 against inclusion/exclusion criteria
4. Hand off to Acquisition Agent

---

### Stage 2: Acquisition (UC-RF-002)
**Status:** [✅ Complete | 🔄 In Progress | ⏸️ Pending | ❌ Failed]
**Progress:** X%
**Started:** YYYY-MM-DD HH:MM:SS
**Completed:** N/A
**Duration:** X hours Y minutes

**Substeps:**
- [✅] Receive candidate list from Discovery (10 sources)
- [🔄] Download PDFs (7/10 complete)
- [🔄] Fetch metadata (8/10 complete)
- [⏸️] Validate checksums
- [⏸️] Create source documentation

**Output Artifacts:**
- ✅ `.aiwg/research/sources/pdfs/REF-001-paper-slug.pdf` through REF-007-...
- 🔄 `.aiwg/research/sources/metadata/REF-001-metadata.json` through REF-008-...
- ⏸️ `.aiwg/research/sources/REF-001.md` through REF-010.md (Pending)

**Metrics:**
- **PDFs Downloaded:** 7/10
- **Metadata Retrieved:** 8/10
- **Checksums Validated:** 0/10 (Pending)
- **Documentation Created:** 0/10 (Pending)

**Issues/Blockers:**
- **Issue 1:** REF-004 PDF download failed (paywall - requires manual acquisition)
- **Issue 2:** REF-009 metadata incomplete (missing abstract)

**Next Steps:**
1. Manual acquisition for REF-004 (user upload)
2. Complete metadata for REF-009 (manual entry)
3. Validate checksums for all 10 sources
4. Generate source documentation (REF-XXX-template.md)
5. Hand off to Documentation Agent

---

### Stage 3: Documentation (UC-RF-003)
**Status:** [⏸️ Pending]
**Progress:** 0%
**Started:** N/A
**Completed:** N/A
**Duration:** 0 minutes

**Substeps:**
- [⏸️] Receive sources from Acquisition
- [⏸️] Extract text from PDFs
- [⏸️] Generate summaries via LLM (RAG)
- [⏸️] Validate for hallucinations
- [⏸️] Extract structured data
- [⏸️] Calculate GRADE scores
- [⏸️] Create literature notes

**Output Artifacts:**
- ⏸️ `.aiwg/research/knowledge/summaries/` (0 files)
- ⏸️ `.aiwg/research/knowledge/extractions/` (0 files)
- ⏸️ `.aiwg/research/knowledge/notes/` (0 files)

**Metrics:**
- **Sources Documented:** 0/10
- **Summaries Generated:** 0
- **Hallucinations Detected:** 0
- **Literature Notes Created:** 0

**Issues/Blockers:**
- Waiting for Acquisition Stage to complete

**Next Steps:**
1. Await completion of Acquisition Stage
2. Initiate documentation for 10 sources
3. Target: <5 minutes per source (50 minutes total)

---

### Stage 4: Integration (UC-RF-004)
**Status:** [⏸️ Pending]
**Progress:** 0%
**Started:** N/A
**Completed:** N/A
**Duration:** 0 minutes

**Substeps:**
- [⏸️] Receive extractions from Documentation
- [⏸️] Scan AIWG docs for claims
- [⏸️] Map claims to backing sources
- [⏸️] Add inline citations
- [⏸️] Update claims index
- [⏸️] Validate citation coverage

**Output Artifacts:**
- ⏸️ `.aiwg/research/claims-index.md` (Updated)
- ⏸️ AIWG documentation (Updated with citations)

**Metrics:**
- **Claims Detected:** 0
- **Claims Backed:** 0
- **Citation Coverage:** 0%

**Issues/Blockers:**
- Waiting for Documentation Stage to complete

**Next Steps:**
1. Await completion of Documentation Stage
2. Scan architecture and use case documents for claims
3. Map claims to extracted findings
4. Add citations to documentation

---

### Stage 5: Archival (UC-RF-007, UC-RF-010)
**Status:** [⏸️ Pending]
**Progress:** 0%
**Started:** N/A
**Completed:** N/A
**Duration:** 0 minutes

**Substeps:**
- [⏸️] Receive completed corpus from Integration
- [⏸️] Package artifacts (SIP creation)
- [⏸️] Validate FAIR compliance
- [⏸️] Generate preservation metadata
- [⏸️] Create AIP
- [⏸️] Export DIP for sharing

**Output Artifacts:**
- ⏸️ `.aiwg/research/archives/aip-YYYYMMDD.zip` (Archival Information Package)
- ⏸️ `.aiwg/research/exports/dip-YYYYMMDD.zip` (Dissemination Information Package)

**Metrics:**
- **FAIR Compliance:** 0/10 sources assessed
- **Archival Packages Created:** 0
- **Export Packages Created:** 0

**Issues/Blockers:**
- Waiting for Integration Stage to complete

**Next Steps:**
1. Await completion of Integration Stage
2. Validate FAIR compliance for all sources
3. Create archival package for long-term preservation
4. Generate export package for reproducibility

---

## Overall Metrics

### Corpus Statistics
| Metric | Current | Target | Status |
|--------|---------|--------|--------|
| **Sources in Corpus** | 0 | 25 | 🔄 0% |
| **Sources Acquired** | 7 | 10 | 🔄 70% |
| **Sources Documented** | 0 | 10 | ⏸️ 0% |
| **Claims Backed** | 0 | 50 | ⏸️ 0% |
| **FAIR Compliant** | 0 | 10 | ⏸️ 0% |

### Time Tracking
| Stage | Estimated | Actual | Variance |
|-------|-----------|--------|----------|
| **Discovery** | 2 hours | 1.5 hours | ✅ -30 min |
| **Acquisition** | 1 hour | 0.5 hours (in progress) | 🔄 TBD |
| **Documentation** | 1 hour | 0 hours | ⏸️ Not started |
| **Integration** | 0.5 hours | 0 hours | ⏸️ Not started |
| **Archival** | 0.5 hours | 0 hours | ⏸️ Not started |
| **Total** | **5 hours** | **2 hours** | 🔄 40% complete |

### Quality Metrics
| Metric | Current | Target | Status |
|--------|---------|--------|--------|
| **Average GRADE Score** | N/A | 80+ (High) | ⏸️ Pending |
| **Hallucination Detection Rate** | N/A | >95% | ⏸️ Pending |
| **Citation Coverage** | 0% | 100% | ⏸️ Pending |
| **FAIR Compliance Rate** | 0% | 100% | ⏸️ Pending |

---

## Active Tasks

### Current Tasks (Priority: High)
1. **TASK-001:** Complete PDF acquisition for REF-008, REF-009, REF-010
   - **Owner:** Acquisition Agent
   - **Status:** 🔄 In Progress
   - **Due:** 2026-01-25 14:00
   - **Blocker:** None

2. **TASK-002:** Manual acquisition for REF-004 (paywall)
   - **Owner:** User (manual upload)
   - **Status:** ⏸️ Blocked
   - **Due:** 2026-01-25 15:00
   - **Blocker:** Requires user login to journal

3. **TASK-003:** Complete metadata for REF-009 (missing abstract)
   - **Owner:** Acquisition Agent
   - **Status:** 🔄 In Progress
   - **Due:** 2026-01-25 14:00
   - **Blocker:** None

### Queued Tasks (Priority: Medium)
4. **TASK-004:** Initiate documentation for 10 acquired sources
   - **Owner:** Documentation Agent
   - **Status:** ⏸️ Pending (Waiting for TASK-001, TASK-002)
   - **Due:** 2026-01-25 16:00

5. **TASK-005:** Quality assessment for documented sources
   - **Owner:** Quality Agent
   - **Status:** ⏸️ Pending
   - **Due:** 2026-01-25 17:00

### Backlog (Priority: Low)
6. **TASK-006:** Gap analysis on 10-source corpus
   - **Owner:** Gap Analysis Agent
   - **Status:** ⏸️ Pending
   - **Due:** 2026-01-26

---

## Checkpoints and Gates

### Discovery → Acquisition Gate
**Status:** [✅ Passed | ❌ Failed | 🔄 In Progress]
**Criteria:**
- [✅] ≥10 candidate sources identified
- [✅] Search strategy documented
- [✅] Candidates validated against inclusion criteria
**Gate Passed:** 2026-01-25 11:00

### Acquisition → Documentation Gate
**Status:** [🔄 In Progress]
**Criteria:**
- [🔄] All PDFs downloaded (7/10 complete)
- [🔄] All metadata retrieved (8/10 complete)
- [⏸️] All checksums validated (0/10 complete)
- [⏸️] Source documentation created (0/10 complete)
**Estimated Gate Pass:** 2026-01-25 15:00

### Documentation → Integration Gate
**Status:** [⏸️ Pending]
**Criteria:**
- [⏸️] All sources summarized
- [⏸️] Hallucination detection passed
- [⏸️] Structured data extracted
- [⏸️] GRADE scores calculated
**Estimated Gate Pass:** 2026-01-25 17:00

### Integration → Archival Gate
**Status:** [⏸️ Pending]
**Criteria:**
- [⏸️] All claims backed by sources
- [⏸️] Citation coverage ≥95%
- [⏸️] Claims index updated
**Estimated Gate Pass:** 2026-01-25 18:00

### Archival → Complete
**Status:** [⏸️ Pending]
**Criteria:**
- [⏸️] FAIR compliance validated
- [⏸️] Archival package created
- [⏸️] Provenance logs complete
**Estimated Gate Pass:** 2026-01-25 19:00

---

## Errors and Warnings

### Errors (Blocking)
1. **ERROR-001:** REF-004 PDF download failed (HTTP 403 Paywall)
   - **Severity:** High (blocks Acquisition Stage completion)
   - **Impact:** Cannot document REF-004 without PDF
   - **Remediation:** Manual upload by user
   - **Status:** 🔄 Awaiting user action
   - **Reported:** 2026-01-25 12:30

### Warnings (Non-Blocking)
1. **WARNING-001:** REF-009 metadata incomplete (missing abstract)
   - **Severity:** Medium (can proceed without abstract, but quality reduced)
   - **Impact:** Summary generation may be less accurate
   - **Remediation:** Manual entry or proceed with available data
   - **Status:** 🔄 In Progress (attempting fallback sources)
   - **Reported:** 2026-01-25 13:00

2. **WARNING-002:** LLM API rate limit approaching (80% of quota used)
   - **Severity:** Low (monitor only)
   - **Impact:** Documentation stage may slow down if limit hit
   - **Remediation:** Throttle requests or use local LLM fallback
   - **Status:** ⚠️ Monitoring
   - **Reported:** 2026-01-25 13:15

---

## Provenance Summary

**Provenance Records Generated:** 25
**Provenance Log File:** `.aiwg/research/provenance/prov-2026-01-25.json`
**W3C PROV Compliance:** 100% (all records validated)
**Lineage Graph Nodes:** 18 entities, 12 activities, 5 agents

**Recent Operations Logged:**
1. Discovery search (3 queries executed)
2. Acquisition download (7 PDFs acquired)
3. Metadata fetch (8 sources)

---

## Session Information

**Session ID:** research-session-20260125-100000
**User:** jmagly
**Environment:** AIWG Research Framework v1.0.0
**LLM Model:** claude-opus-4 (primary), claude-sonnet-4 (fallback)
**Git Commit:** abc123def456 (provenance version-controlled)

**Workspace Location:** `.aiwg/research/`
**Provenance Logs:** `.aiwg/research/provenance/`
**Workflow Status:** This file

---

## Agent Status

| Agent | Status | Current Task | Idle/Busy |
|-------|--------|--------------|-----------|
| **Discovery Agent** | ✅ Complete | None (stage complete) | Idle |
| **Acquisition Agent** | 🔄 Active | Downloading REF-008, REF-009, REF-010 | Busy |
| **Documentation Agent** | ⏸️ Waiting | Awaiting Acquisition completion | Idle |
| **Citation Agent** | ⏸️ Waiting | Awaiting Documentation completion | Idle |
| **Quality Agent** | ⏸️ Waiting | Awaiting Documentation completion | Idle |
| **Gap Analysis Agent** | ⏸️ Waiting | Awaiting Integration completion | Idle |
| **Archival Agent** | ⏸️ Waiting | Awaiting Integration completion | Idle |
| **Provenance Agent** | ✅ Active | Logging all operations | Busy (background) |
| **Workflow Agent** | ✅ Active | Orchestrating workflow | Busy (coordinator) |

---

## Next Actions

### Immediate (Next 1 Hour)
1. ✅ Complete Acquisition Stage (TASK-001, TASK-003)
2. 🔄 Resolve REF-004 manual acquisition (TASK-002)
3. ⏸️ Pass Acquisition → Documentation gate

### Short-Term (Next 4 Hours)
4. Initiate Documentation Stage (TASK-004)
5. Generate summaries for 10 sources (<5 min each = 50 min total)
6. Run Quality Assessment (TASK-005)
7. Pass Documentation → Integration gate

### Medium-Term (By End of Day)
8. Initiate Integration Stage
9. Back all claims with citations
10. Update claims index
11. Pass Integration → Archival gate
12. Create archival package

---

## Validation Rules

### Required Fields
- `workflow_id`: Unique session identifier
- `current_stage`: Valid stage name
- `overall_progress`: Integer 0-100
- `status`: Valid status (in-progress, paused, completed, aborted, error)

### Progress Consistency
- Overall progress must match weighted average of stage progress
- Stage status must align with substep completion
- Gate criteria must be evaluated before stage transitions

---

## Agent Responsibilities

**Produced by:** Workflow Agent (UC-RF-008)
**Updated by:** Workflow Agent (real-time updates), Provenance Agent (operation logging)
**Used by:** All agents (check workflow status), User (monitoring), Gate checks (stage transitions)

---

## References

- @$AIWG_ROOT/agentic/code/frameworks/research-complete/elaboration/use-cases/UC-RF-008-execute-research-workflow.md - Workflow orchestration
- @.aiwg/research/provenance/prov-2026-01-25.json - Provenance log
- @.aiwg/research/discovery/ - Discovery stage artifacts
- @.aiwg/research/sources/ - Acquisition stage artifacts

---

**Template Version:** 1.0.0
**Last Updated:** 2026-01-25
**Owner:** Workflow Agent