{
  "schema_version": "1.0.0",
  "package_id": "W12",
  "title": "Optimization under Competing Queries",
  "language": "en",
  "phase": "Intervene",
  "essential_question": "Which gain survives a portfolio of intents?",
  "research_cutoff": "2026-08-24",
  "status": "structurally_complete_text_first_authored_draft_human_review_recording_and_pilot_pending",
  "required_artifacts": [
    "README.md",
    "LECTURE_NOTES.md",
    "SLIDE_SCRIPT.md",
    "WORKED_CASE.md",
    "TRANSCRIPT.md",
    "manifest.json",
    "validate_package.py"
  ],
  "learning_outcomes": [
    "Declare a target query portfolio, stratum definitions, weights, exclusions, and scope before inspecting candidate outcomes.",
    "Separate a direction-aware objective vector from non-compensable factual, legal, authorization, safety, privacy, accessibility, and budget constraints.",
    "Calculate per-stratum changes, weighted means, interval endpoints, lower-tail conditions, dominance, and the feasible Pareto frontier.",
    "Explain why scalar weights are policy inputs and preserve disagreement between weighted and maximin policies.",
    "Preregister eligibility, choice, tie, null, conflict, failure, deviation, and rollback rules.",
    "Interpret a single-component ablation and interaction without claiming an unidentified external mechanism.",
    "Reproduce a frozen synthetic outcome matrix and L05 local fixture without making a universal strategy or production effect claim."
  ],
  "time_design": {
    "status": "authoring_budgets_not_observed_delivery_times",
    "synchronous_seminar_minutes": 90,
    "synchronous_core_studio_minutes": 75,
    "asynchronous_core_minutes": 225,
    "transcript_equivalent_minutes_min": 35,
    "transcript_equivalent_minutes_max": 45,
    "transcript_planned_total_minutes": 42,
    "full_lab_effort_hours": 6,
    "pilot_state": "not_taught_not_rehearsed_not_timed",
    "media_state": "no_video_or_audio_recording_exists"
  },
  "local_dependencies": [
    {
      "id": "COURSE-W12",
      "path": "course-site/app/lib/course-data.ts#W12",
      "role": "Authoritative week title, essential question, outcomes, PAPER routes, L05 studio, checks, and universal-strategy boundary.",
      "boundary": "A curriculum record does not establish observed timing, learning effectiveness, scientific validity, accessibility, or production effect."
    },
    {
      "id": "NOTES-CH09-OPTIMIZATION",
      "path": "notes-latex/chapters/09-optimization.tex",
      "role": "Permitted change space, vector objectives, explicit constraints, query conflict, adaptive-loop audit, and rollback framework.",
      "boundary": "The chapter is conceptual alignment; its examples and cited results do not validate this package's synthetic matrix."
    },
    {
      "id": "NOTES-CH07-EXPERIMENTS",
      "path": "notes-latex/chapters/07-experiments.tex",
      "role": "Estimand, ablation, assignment, version, and causal-language boundaries.",
      "boundary": "Notation cannot repair an unassigned comparison, co-intervention, contaminated query split, or failed gate."
    },
    {
      "id": "NOTES-APP-B-REPRODUCIBILITY",
      "path": "notes-latex/appendices/b-reproducibility.tex",
      "role": "Manifest, query-panel, system-state, uncertainty, safety, approval, and figure-reproduction fields.",
      "boundary": "A complete manifest improves auditability but is not empirical replication or external validity."
    },
    {
      "id": "LAB-L05",
      "path": "course-labs/L05_controlled_content_intervention",
      "role": "Local deterministic control/treatment fixture, claim and source lock, one declared factor, complete diff, and rollback route.",
      "boundary": "L05 establishes selected local equivalence properties only and supplies none of the W12 portfolio outcomes."
    }
  ],
  "controlled_source_routes": [
    {
      "id": "PAPER-03",
      "type": "preprint_multi_query_core",
      "title": "IF-GEO: Conflict-Aware Instruction Fusion for Multi-Query Generative Engine Optimization",
      "url": "https://arxiv.org/abs/2601.13938",
      "role": "Core route for heterogeneous query requirements, conflict-aware coordination, content budgets, and cross-query stability questions.",
      "boundary": "Reported results remain benchmark-, query-, model-, objective-, and implementation-specific and do not validate a universal fusion policy."
    },
    {
      "id": "PAPER-31",
      "type": "preprint_multi_objective_core",
      "title": "Think Before Writing: Feature-Level Multi-Objective Optimization for Generative Citation Visibility",
      "url": "https://arxiv.org/abs/2604.19113",
      "role": "Core route for interpretable feature-space candidates, multiple objectives, trade-offs, and feature realization.",
      "boundary": "Its evaluated conditions do not validate the W12 matrix, portable feature weights, universal content quality, or production citation effects."
    },
    {
      "id": "PAPER-04",
      "type": "preprint_output_control_extension",
      "title": "Controlling Output Rankings in Generative Engines for LLM-based Search",
      "url": "https://arxiv.org/abs/2602.03608",
      "role": "Extension for output-order objectives, candidate assumptions, and manipulation-risk critique.",
      "boundary": "The route does not authorize live steering, establish a safe content practice, or generalize across query portfolios and production systems."
    },
    {
      "id": "PAPER-27",
      "type": "preprint_agentic_confidence_extension",
      "title": "Beyond Retrieval: Modeling Confidence Decay and Deterministic Agentic Platforms in Generative Engine Optimization",
      "url": "https://arxiv.org/abs/2604.03656",
      "role": "Extension for critiquing confidence-decay, deterministic routing, human oversight, and agent-handoff proposals.",
      "boundary": "A proposed confidence or routing model does not reveal hidden state or behavior in a named closed platform and is not a universal system description."
    },
    {
      "id": "PAPER-30",
      "type": "preprint_agentic_optimization_extension",
      "title": "AgenticGEO: A Self-Evolving Agentic System for Generative Engine Optimization",
      "url": "https://arxiv.org/abs/2603.20213",
      "role": "Extension for diverse proposal archives, surrogate critics, ablations, cost accounting, and complete candidate traces.",
      "boundary": "Adaptive proposal results do not grant release authority, validate factual preservation, or establish robust production transfer."
    }
  ],
  "outcome_matrix_contract": {
    "version": "W12-MATRIX-1.0.0",
    "status": "frozen_authored_synthetic_teaching_input_not_empirical_data",
    "baseline": "C0",
    "gain_direction": "maximize",
    "cost_direction": "minimize",
    "cost_unit": "authored_edit_points",
    "cost_cap": 8,
    "strata": [
      {"id": "definition", "weight": 0.30},
      {"id": "compare", "weight": 0.25},
      {"id": "select", "weight": 0.20},
      {"id": "verify", "weight": 0.15},
      {"id": "counterfactual", "weight": 0.10}
    ],
    "non_compensable_gates": [
      "factual_integrity",
      "legal_permission",
      "authorization",
      "safety",
      "privacy",
      "essential_accessibility"
    ],
    "candidates": [
      {
        "id": "C0",
        "name": "control",
        "components": [],
        "gains": {"definition": 0.00, "compare": 0.00, "select": 0.00, "verify": 0.00, "counterfactual": 0.00},
        "cost": 0,
        "interval_half_width": 0.000,
        "gates": {"factual_integrity": true, "legal_permission": true, "authorization": true, "safety": true, "privacy": true, "essential_accessibility": true}
      },
      {
        "id": "C1",
        "name": "evidence proximity",
        "components": ["evidence_layout_proximity"],
        "gains": {"definition": 0.05, "compare": 0.04, "select": 0.02, "verify": 0.06, "counterfactual": -0.01},
        "cost": 3,
        "interval_half_width": 0.018,
        "gates": {"factual_integrity": true, "legal_permission": true, "authorization": true, "safety": true, "privacy": true, "essential_accessibility": true}
      },
      {
        "id": "C2",
        "name": "answer-first limitations module",
        "components": ["answer_first_limitations_module"],
        "gains": {"definition": 0.08, "compare": 0.01, "select": -0.02, "verify": 0.07, "counterfactual": 0.00},
        "cost": 5,
        "interval_half_width": 0.020,
        "gates": {"factual_integrity": true, "legal_permission": true, "authorization": true, "safety": true, "privacy": true, "essential_accessibility": true}
      },
      {
        "id": "C3",
        "name": "C1+C2 bundle",
        "components": ["evidence_layout_proximity", "answer_first_limitations_module"],
        "gains": {"definition": 0.11, "compare": 0.05, "select": -0.01, "verify": 0.10, "counterfactual": -0.02},
        "cost": 9,
        "interval_half_width": 0.025,
        "gates": {"factual_integrity": true, "legal_permission": true, "authorization": true, "safety": true, "privacy": true, "essential_accessibility": true}
      },
      {
        "id": "C4",
        "name": "persuasive append",
        "components": ["persuasive_append"],
        "gains": {"definition": 0.03, "compare": 0.10, "select": 0.12, "verify": -0.08, "counterfactual": -0.05},
        "cost": 4,
        "interval_half_width": 0.030,
        "gates": {"factual_integrity": false, "legal_permission": true, "authorization": true, "safety": false, "privacy": true, "essential_accessibility": true}
      },
      {
        "id": "C5",
        "name": "decorative headings",
        "components": ["decorative_headings"],
        "gains": {"definition": 0.02, "compare": 0.01, "select": 0.00, "verify": 0.00, "counterfactual": -0.01},
        "cost": 4,
        "interval_half_width": 0.015,
        "gates": {"factual_integrity": true, "legal_permission": true, "authorization": true, "safety": true, "privacy": true, "essential_accessibility": true}
      },
      {
        "id": "C6",
        "name": "definition anchors",
        "components": ["definition_anchors"],
        "gains": {"definition": 0.02, "compare": 0.02, "select": 0.01, "verify": 0.04, "counterfactual": 0.01},
        "cost": 2,
        "interval_half_width": 0.017,
        "gates": {"factual_integrity": true, "legal_permission": true, "authorization": true, "safety": true, "privacy": true, "essential_accessibility": true}
      }
    ],
    "selection_policy": {
      "filter_order": ["non_compensable_gates", "cost_cap", "per_stratum_floor", "minimum_worthwhile_lower_endpoint", "maximum_weighted_mean", "tie_rule"],
      "per_stratum_floor": -0.02,
      "minimum_worthwhile_lower_endpoint": 0.015,
      "tie_tolerance": 0.002,
      "tie_rule": ["lower_cost", "fewer_components", "control"],
      "empty_survivor_action": "retain_C0_and_report_inconclusive",
      "post_selection_gate_failure_action": "restore_C0_without_rescoring"
    },
    "expected_reproduction": {
      "hard_feasible": ["C0", "C1", "C2", "C5", "C6"],
      "weighted_means": {"C0": 0.0000, "C1": 0.0370, "C2": 0.0330, "C3": 0.0565, "C4": 0.0410, "C5": 0.0075, "C6": 0.0200},
      "intervals": {"C0": [0.0000, 0.0000], "C1": [0.0190, 0.0550], "C2": [0.0130, 0.0530], "C3": [0.0315, 0.0815], "C4": [0.0110, 0.0710], "C5": [-0.0075, 0.0225], "C6": [0.0030, 0.0370]},
      "minimum_stratum": {"C0": 0.00, "C1": -0.01, "C2": -0.02, "C3": -0.02, "C4": -0.08, "C5": -0.01, "C6": 0.01},
      "dominance_witnesses": {"C5": ["C1", "C6"]},
      "feasible_pareto_frontier": ["C0", "C1", "C2", "C6"],
      "primary_survivors": ["C1"],
      "primary_selected": "C1",
      "maximin_selected": "C6",
      "null_compatible": ["C5"],
      "constraint_violating": {"C3": ["cost_cap"], "C4": ["factual_integrity", "safety"]},
      "ablation": {
        "bundle": "C3",
        "remove_proximity_result": "C2",
        "remove_proximity_weighted_difference": 0.0235,
        "remove_module_result": "C1",
        "remove_module_weighted_difference": 0.0195,
        "weighted_interaction": -0.0135,
        "stratum_interaction": {"definition": -0.02, "compare": 0.00, "select": -0.01, "verify": -0.03, "counterfactual": -0.01}
      }
    }
  },
  "fixture_contract": {
    "lab_id": "L05",
    "intervention_id": "INT-001",
    "environment_scope": "local_fixture",
    "factor": "evidence_layout_proximity",
    "hypothesized_stage": "human_comprehension",
    "status": "PASS",
    "locked_claim_count": 3,
    "source_identity_count": 3,
    "equivalence_check_count": 6,
    "changed_factor_count": 1,
    "error_count": 0,
    "claim_ids": ["CL-001", "CL-002", "CL-003"],
    "source_ids": ["S-001", "S-004", "S-008"],
    "output_artifacts": ["intervention_audit.json", "normalized_claims.json", "before_after.diff", "equivalence_review.csv", "rollback_manifest.json", "run_manifest.json"],
    "claim_ceiling": "local structural equivalence package only; no system response or causal visibility effect is measured",
    "input_hashes": {
      "data/control.html": "fff13e70c2218f8ea607f93128f5845f5d2582e6973badd469143c1b1fc18e78",
      "data/treatment.html": "af5877a1fad74e12118ac61ff62d96e110e643371bafb488e20d575aec55ac92",
      "data/control.css": "69f8bd330f589b84d309843be1e7ad95af19eac04c4e05da4e5409552182383d",
      "data/treatment.css": "8a576c5ad33fe52a794ba875a39479c878a55f0cbe8ebecb7e1f8f199cde951c",
      "data/locked_claims.json": "791f4ac66868f263994bef45a93cbf353c164cc1b3e452b571a341af83619f6a",
      "data/intervention_card.json": "26bf06ea1b21a1e4469e87a16d2d6e2a09fc19861e3b97ba39b1e3f4a0d28809",
      "data/factual_equivalence.csv": "f3397697225142cfcec267c037d123984326085d803868a4ad9b29a18bb80867"
    }
  },
  "visual_policy": {
    "external_figure_reuse": false,
    "external_screenshot_reuse": false,
    "attached_tex_figure_reuse": false,
    "visuals": "original_instructional_diagram_specifications_only",
    "required_encodings": ["label", "shape_or_position", "line_or_fill_pattern", "alt_text", "text_table_when_data_are_encoded"],
    "license_review_required_before_any_later_external_asset_reuse": true
  },
  "claim_boundary": {
    "reproduced_local_objects": ["five frozen query weights", "seven synthetic candidate rows", "six non-compensable gate fields", "cost cap", "weighted means", "interval endpoints", "minimum-stratum values", "hard-feasible set", "dominance witnesses", "feasible Pareto frontier", "primary policy", "maximin sensitivity policy", "single-component ablation arithmetic", "L05 local fixture audit"],
    "not_evaluated": ["real query demand", "human comprehension", "user preference", "factual truth beyond the local claim lock", "legal compliance", "privacy compliance", "accessibility conformance", "public crawling", "indexing", "retrieval", "ranking", "context selection", "answer generation", "citation or attribution", "traffic", "conversion", "revenue", "business value", "cross-engine transfer", "longitudinal durability", "universal strategy"],
    "universal_strategy_claim": false,
    "production_effect_claim": false,
    "ranking_or_citation_guarantee": false
  },
  "content_hashes": {
    "README.md": "2561ebd5d5cc1ea112a3f1cc85d5a08056699196d7c9272533417ecced120608",
    "LECTURE_NOTES.md": "1bd0c608a0b6a51c9fc87ce9015d50db1738c2be020bd5e898495c4a16f8b2a6",
    "SLIDE_SCRIPT.md": "3bf2051120490414f193be4432a1e2803da4614f8315e88d3c312f0ee66ca011",
    "WORKED_CASE.md": "45690dcc6eb48161eb76de5633708c3dca4760f87cecd02afa8ed13293a58802",
    "TRANSCRIPT.md": "fe4884fab23daa8a49c598824ba81618536507b7e9afb3772a78253372633598"
  },
  "quality_status": {
    "structural_validator": "passed_2026-08-24",
    "deterministic_matrix_reproduction": "passed_2026-08-24",
    "deterministic_fixture_reproduction": "passed_2026-08-24",
    "narrative_hash_lock": "passed_2026-08-24",
    "scientific_human_review": "pending",
    "source_claim_human_review": "pending",
    "accessibility_human_review": "pending",
    "screen_reader_review": "pending",
    "browser_cross_viewport_review": "pending",
    "legal_and_privacy_review": "pending",
    "timed_rehearsal": "pending",
    "classroom_pilot": "pending",
    "grading_calibration": "pending",
    "external_peer_review": "pending",
    "recording": "not_created"
  }
}
