OpenFutureForum · murraylovecode · Aug 16, 2026 · Aug 16, 2026
@@ -1,5 +1,13 @@
 # Changelog
 
+## 0.2.0 — release candidate on hold
+
+- Prepared a machine-validated release candidate without moving any staging record into production.
+- Recorded an empty approved-batch set because no named human publication approval was supplied.
+- Added an approval-gate audit, QA record, limitations, release notes, deployment status, and a versioned candidate manifest.
+- Preserved schema `1.0.0`, data `0.0.0`, content `0.1.0`, and the `0.1.0` public framework manifest.
+- Did not create a tag, publish a GitHub release, merge the release branch, deploy Pages, or claim live verification.
+
 ## 0.1.0 — 2026-08-14
 
 - Established 17 canonical entity contracts, review and workflow states, stable-ID and migration policies.

@@ -1,26 +1,90 @@
 # Open Executive Intelligence Index
 
-A cited map of the books, people, research, ideas, evidence, and media shaping executive decision-making.
+**Trace executive ideas to their sources.**
 
-This repository is Open Future Forum's transparent data, methodology, provenance, and public-intelligence layer for source-located executive ideas. Its primary unit is the **source statement**: an attributed, precisely located, neutrally paraphrased contribution. Statements connect to normalized propositions; dossiers and debates form a separate editorial-synthesis layer.
+The Open Executive Intelligence Index (OEII) is an Open Future Forum research project that maps selected books, reports, talks, interviews, studies, and media about executive decision-making. It records who or which institution expressed an idea, the role and organization at source time, a neutral paraphrase, and an exact source locator.
 
-## Current status
+The index then connects compatible statements to carefully scoped propositions. Dossiers, debates, role comparisons, regional briefings, and trend reports form a separate editorial-synthesis layer with explicit evidence lineage and limitations.
 
-Version 0.1.0 is a framework release. It contains no production research records and makes no claim of human editorial approval. Synthetic records exist only under `tests/fixtures/` and are excluded from the public build, exports, sitemap, and search index.
+> **Current status:** The frozen `0.1.0` framework release contains no production research records and has no human editorial approval. Synthetic fixtures are excluded from the public build, exports, search index, and sitemap. See the [release manifest](exports/release-manifests/release-manifest.json) for the authoritative counts and limitations.
 
-## Architecture
+## Start here
 
-- Node.js 22+, TypeScript, Astro, JSON Schema 2020-12, AJV, Vitest, Playwright, and Pagefind.
-- Canonical records in `data/`; optional long-form interpretation in `content/`.
-- Deterministic static output in `docs/`, matching the established OFF GitHub Pages convention.
-- No production database, runtime API, secret, or live upstream fetch.
-- Pinned external-project manifests preserve builds when upstream repositories are unavailable.
+- [Methodology](METHODOLOGY.md)
+- [Evidence standard](EVIDENCE-STANDARD.md)
+- [Data dictionary](DATA-DICTIONARY.md)
+- [Research workflow](RESEARCH-WORKFLOW.md)
+- [Publication thresholds](config/publication-thresholds.yml)
+- [Governance](GOVERNANCE.md)
+- [Corrections](data/corrections/README.md)
 
-## Start and verify
+## What the index is designed to do
+
+Once records pass the publication rules, readers can use the index to:
+
+- Trace an attributed statement to a reproducible place in its source.
+- Distinguish a speaker's claim from a study finding, verified external fact, researcher interpretation, or editorial conclusion.
+- See how statements support, challenge, qualify, or refine a proposition.
+- Compare role, regional, industry, and source-type coverage without treating a selected corpus as a population survey.
+- Follow the evidence behind an editorial synthesis.
+- Download structured records with stable identifiers and provenance.
+- Review known limitations, corrections, withdrawals, and research gaps.
+
+## Three analytical layers
+
+| Layer | What it records | What it does not imply |
+| --- | --- | --- |
+| **Source statement** | A neutrally paraphrased contribution, attributed to a person or institution and tied to an exact locator. | That the statement is true or representative. |
+| **Normalized proposition** | A scoped idea connecting compatible statements and their positions. | Consensus, popularity, or proof. |
+| **Editorial synthesis** | A dossier, debate, comparison, briefing, agenda, or trend analysis with documented lineage. | A universal claim about executives or markets. |
+
+## Evidence and editorial safeguards
+
+- Publication begins with a registered research protocol and documented selection criteria.
+- Production pages use approved records from `data/`; staging files, rejected sources, private notes, and synthetic fixtures are excluded.
+- Primary sources establish attribution. Independent sources are required to verify performance and outcome claims.
+- Role attribution uses the person's role at source time.
+- Company claims remain attributed company claims; predictions remain predictions; missing information remains unknown.
+- Evidence dimensions remain separate. No composite score substitutes for reading the source.
+- Named human approval is required where the publication thresholds specify it. Automated systems cannot supply that approval.
+- Rights, privacy, source concentration, lineage, duplication, and structured-data checks run before publication.
+
+## Scope and limitations
+
+OEII documents a selected and disclosed corpus of public material. It does not claim to represent every executive, company, industry, geography, or point of view. The number of indexed sources is not evidence of market prevalence, correctness, adoption, or consensus. Engagement data, when available, is reported separately from evidence quality.
+
+Inclusion does not imply endorsement by Open Future Forum. OFF-owned sources and relationships are disclosed, and private Forum Select conversations are not indexed. The project stores original structured records and limited original analysis rather than republishing copyrighted transcripts, books, reports, or media.
+
+## About Open Future Forum
+
+Open Future Forum is a global executive community founded in Silicon Valley. It publishes original research, datasets, market maps, and practical resources for executive communities and leaders.
+
+OEII is published by Open Future Forum. OFF-owned sources and relationships are identified so readers can distinguish them from external material.
+
+## Repository structure
+
+| Path | Purpose |
+| --- | --- |
+| `data/` | Canonical production records. |
+| `content/` | Optional long-form editorial synthesis. |
+| `staging/` | Candidate research, review material, and batch evidence that is not public production data. |
+| `schema/` | Versioned JSON Schema contracts. |
+| `exports/` | Generated CSV, JSON, NDJSON, citation, bibliography, and graph outputs. |
+| `docs/` | Deterministic static-site output. |
+| `config/` | Controlled vocabularies, publication thresholds, and project rules. |
+
+## Build and verify
+
+The project uses Node.js 22+, TypeScript, Astro, JSON Schema 2020-12, AJV, Vitest, Playwright, and Pagefind.
 
 ```sh
 npm ci
 npm run check
+```
+
+To inspect the generated site locally:
+
+```sh
 python3 -m http.server 8080 --directory docs
 ```
 
@@ -32,20 +96,27 @@ BASE_URL=https://openfutureforum.github.io/executive-intelligence-index/ npm run
 
 ## Research workflow
 
-Work on one dedicated branch per research batch. Register the protocol before discovery, scaffold the batch, log accepted, rejected, and held sources, keep candidate records in `staging/`, and request named human review before publication.
+Use one branch per research batch. Register the protocol before discovery, record accepted, rejected, and held sources, keep candidate records in `staging/`, and request named human review before publication.
 
 ```sh
 npm run scaffold:batch -- BATCH-2026-001
 npm run scaffold:record -- STMT-2026-001 statements
 npm run generate:review-packets
 ```
 
-See [METHODOLOGY.md](METHODOLOGY.md), [RESEARCH-WORKFLOW.md](RESEARCH-WORKFLOW.md), [ATTRIBUTION-STANDARD.md](ATTRIBUTION-STANDARD.md), [COPYRIGHT.md](COPYRIGHT.md), and [CONTRIBUTING.md](CONTRIBUTING.md).
+Read [CONTRIBUTING.md](CONTRIBUTING.md), [SOURCE-SELECTION.md](SOURCE-SELECTION.md), [ATTRIBUTION-STANDARD.md](ATTRIBUTION-STANDARD.md), [PROPOSITION-STANDARD.md](PROPOSITION-STANDARD.md), and [COPYRIGHT.md](COPYRIGHT.md) before proposing production records.
+
+## Related Open Future Forum projects
+
+- **CXO Ecosystem Index:** canonical organization, capability, audience, offering, and relationship records.
+- **Executive AI Research:** OFF report-library records.
+- **Executive Communities Index:** executive-community records and its disclosed editorial rankings.
+- **Executive Community Playbook:** practical operating guidance and templates.
 
-## Related OFF projects
+OEII stores pinned references or crosswalks instead of duplicating those projects' canonical records. Inspected versions are recorded in [`config/external-projects.yml`](config/external-projects.yml) and material architectural decisions in [DECISIONS.md](DECISIONS.md).
 
-The CXO Ecosystem Index owns full organization records; Executive AI Research owns OFF report-library records; the Executive Communities Index owns community records and its disclosed editorial rankings; the Executive Community Playbook owns practical guidance. This project stores pinned crosswalks or references instead of duplicating those records. Exact inspected commits are recorded in `config/external-projects.yml` and `DECISIONS.md`.
+## Licensing and citation
 
-## Licensing
+Code is licensed under the [MIT License](LICENSE-CODE). Original structured data and original editorial content are licensed under [CC BY 4.0](LICENSE-DATA). Third-party works, source text, transcripts, metadata rights, media, and trademarks are not relicensed; see [COPYRIGHT.md](COPYRIGHT.md) and [LICENSE-CONTENT](LICENSE-CONTENT).
 
-Code is MIT licensed. Original structured data and original editorial content are CC BY 4.0 licensed. Third-party works, transcripts, video, reports, source text, metadata rights, and trademarks are not relicensed. See the three license files and `COPYRIGHT.md`.
+Citation metadata is available in [CITATION.cff](CITATION.cff).
@@ -0,0 +1,100 @@
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+  "semantic_version": "0.2.0",
+  "schema_version": "1.0.0",
+  "data_version": "0.0.0",
+  "content_version": "0.1.0",
+  "release_date": null,
+  "included_batch_ids": [],
+  "included_record_counts": {
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+    "book-works": 0,
+    "book-editions": 0,
+    "sources": 0,
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+    "propositions": 0,
+    "stances": 0,
+    "topics": 0,
+    "debates": 0,
+    "dossiers": 0,
+    "trends": 0,
+    "protocols": 0,
+    "batches": 0,
+    "reviews": 0,
+    "corrections": 0,
+    "releases": 0
+  },
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+    "exports/csv/protocols.csv": "8c7784e06705eeb046533c177c7c6af5a7eb89d6b0b912f82808e3a4ab1995e4",
+    "exports/csv/releases.csv": "8c7784e06705eeb046533c177c7c6af5a7eb89d6b0b912f82808e3a4ab1995e4",
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+    "exports/json/catalog.json": "df12f7c90bcf89843b398888cee241b61103ccdd67d389bea0e1a1a9ce46abd2",
+    "exports/ndjson/catalog.ndjson": "e3b0c44298fc1c149afbf4c8996fb92427ae41e4649b934ca495991b7852b855"
+  },
+  "release_fingerprint": "3527bda659346bd2f07569f394d14bc43f2065ef4e5dc800d6c10ca7ea747d3b",
+  "upstream_crosswalk_versions": {
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+    "executive-ai-research": "d205a6b2e6f4",
+    "executive-communities-index": "ba9bab57a774",
+    "executive-community-playbook": "2a0936b00c75",
+    "openfutureforum-github-profile": "c3fe1e9e27cc",
+    "openfutureforum-pages-root": "12505350a4d9"
+  },
+  "known_limitations": [
+    "No approved batch IDs were supplied or discovered.",
+    "No named human production-release approval is present.",
+    "The candidate contains no published production research records.",
+    "The target version was inferred from the prior 0.1.0 framework because the prompt placeholder was unresolved.",
+    "Deployment and live verification have not occurred."
+  ],
+  "changelog": [
+    "Prepared a zero-record release candidate and approval-gate audit.",
+    "Kept every staging and proposal-only record out of production.",
+    "Preserved the 1.0.0 schema and existing public framework fingerprint."
+  ],
+  "approval_status": "blocked_pending_named_human_approval_and_explicit_batch_set",
+  "workflow_status": "publication_recommended",
+  "machine_review_status": "ready_for_human_review",
+  "human_review_status": "pending",
+  "reviewed_by": null,
+  "reviewed_at": null,
+  "provenance": [
+    {
+      "source_url": "https://github.com/OpenFutureForum/executive-intelligence-index",
+      "accessed_at": "2026-08-16",
+      "retrieval_method": "local repository release audit",
+      "exact_locator": "release/0.2.0 candidate branch",
+      "content_hash": null,
+      "batch_id": "RELEASE-0.2.0",
+      "prompt_id": "OEII-RELEASE-MANAGER",
+      "prompt_version": "2.0",
+      "notes": "Machine-prepared candidate only; not a published release."
+    }
+  ],
+  "revision_history": [
+    {
+      "changed_at": "2026-08-16T00:00:00Z",
+      "changed_by": "Codex release manager",
+      "summary": "Created a release hold record without changing human review status.",
+      "batch_id": "RELEASE-0.2.0"
+    }
+  ]
+}
@@ -0,0 +1,95 @@
+{
+  "release_id": "release-0.2.0-candidate",
+  "semantic_version": "0.2.0",
+  "release_status": "blocked_candidate_not_public",
+  "schema_version": "1.0.0",
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+  "content_version": "0.1.0",
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+  "approved_batch_ids": [],
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+    "stance_relationships": 0,
+    "debates": 0,
+    "dossiers": 0,
+    "roles": 0,
+    "regions": 0,
+    "languages": 0
+  },
+  "source_metrics": {
+    "off_owned_share": null,
+    "external_share": null,
+    "source_concentration": null,
+    "reason": "No eligible production sources; denominator is zero."
+  },
+  "records_by_review_status": {
+    "approved": 0,
+    "pending_canonical_records": 2,
+    "published": 0
+  },
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+    "exports/csv/corrections.csv": "8c7784e06705eeb046533c177c7c6af5a7eb89d6b0b912f82808e3a4ab1995e4",
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+    "exports/csv/dossiers.csv": "8c7784e06705eeb046533c177c7c6af5a7eb89d6b0b912f82808e3a4ab1995e4",
+    "exports/csv/organization-references.csv": "8c7784e06705eeb046533c177c7c6af5a7eb89d6b0b912f82808e3a4ab1995e4",
+    "exports/csv/people.csv": "8c7784e06705eeb046533c177c7c6af5a7eb89d6b0b912f82808e3a4ab1995e4",
+    "exports/csv/propositions.csv": "8c7784e06705eeb046533c177c7c6af5a7eb89d6b0b912f82808e3a4ab1995e4",
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+  },
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+    "BATCH-2026-003",
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+    "BATCH-2026-005",
+    "BATCH-2026-006",
+    "BATCH-2026-007",
+    "BATCH-2026-008",
+    "BATCH-2026-009",
+    "BATCH-2026-010",
+    "BATCH-2026-011",
+    "BATCH-2026-012",
+    "BATCH-2026-013"
+  ],
+  "approval_gate": {
+    "named_human_release_approval": "missing",
+    "explicit_approved_batch_set": "missing",
+    "records_moved_to_production": 0,
+    "decision": "hold"
+  },
+  "upstream_crosswalk_versions": [
+    { "project_id": "cxo-ecosystem-index", "upstream_commit": "45ca4066fc00" },
+    { "project_id": "executive-ai-research", "upstream_commit": "d205a6b2e6f4" },
+    { "project_id": "executive-communities-index", "upstream_commit": "ba9bab57a774" },
+    { "project_id": "executive-community-playbook", "upstream_commit": "2a0936b00c75" },
+    { "project_id": "openfutureforum-github-profile", "upstream_commit": "c3fe1e9e27cc" },
+    { "project_id": "openfutureforum-pages-root", "upstream_commit": "12505350a4d9" }
+  ],
+  "limitations": [
+    "Candidate only; not an approved or frozen production release.",
+    "No release tag, GitHub release, deployment, or live verification is claimed.",
+    "The public 0.1.0 framework manifest remains authoritative."
+  ]
+}