source_type ist Instanzsache: Profilkatalog, Setup-Frage, evolve-subtypes-Instruction (schliesst #68)
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- CHANGES.md
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- instructions/evolve-subtypes.md
- instructions/kb-profiles.md
- instructions/setup-instance.md
- kb/sources/COLLECTION.md
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---
type: types/instruction.md
name: evolve-subtypes
description: Extend or drain a page type's subtype vocabulary - entity_type, concept_type, or source_type - once real material has outgrown it, and the invariants that keep the resulting values honest.
manual: true
---
# Extend a subtype vocabulary, or drain its catch-all
A subtype field (`entity_type`, `concept_type`, `source_type`) partitions one page type into
areas via that type-spec's `layout:` - `types/type-spec.md` has the anatomy. Every one of these
three enums is instance-owned content, not stack vocabulary: `entity.md`, `concept.md` and
`source.md` all carry `root: kb` and ship only as `.template`, so an instance's own list of
values is exactly as much its own decision as its collection contracts are
([kb-profiles.md](kb-profiles.md) is the palette that seeds it). This instruction is the
procedure for changing that list once it is running, not for choosing it the first time -
[setup-instance.md](setup-instance.md) does that.
The tooling for this loop already exists end to end; this file only names the sequence and the
two rules that keep it from repeating what created `kb/sources/`'s old `notes` catch-all in the
first place (Gitea #66): a schema `default:` that the compiler applied whenever nobody
disagreed, silently turning the least specific value into the collection point for everything
unclear.
## When to run
- A `wikitool lint` advisory finding reports pages sitting in a subtype's catch-all value (for
`source`, that is `unclassified` - visible in the catalog, carrying no default) and there are
now enough of them to warrant a real value.
- A real ingest keeps producing pages that do not fit any existing value for a subtype field,
and forcing them into the nearest existing one would misclassify them.
- The catch-all itself needs draining after a value was added, so it does not become a second,
quieter collection point.
Not for renaming or removing a value that pages already carry under - that moves pages and is a
corpus migration ([migrate-corpus.md](migrate-corpus.md)), not this loop. Not for the one-time
choice of an instance's starting vocabulary - that is
[setup-instance.md](setup-instance.md)'s KB-language step, seeded from
[kb-profiles.md](kb-profiles.md).
## Steps
1. **See what has actually collected in the catch-all**, before touching anything:
```bash
tools/wikitool lint
tools/wikitool search --field source_type=unclassified # or the equivalent <x>_type
```
Read every page the search returns. A count alone does not say whether the pages share one
real category or three - that judgment is the reason this step exists rather than being
folded into the next one.
2. **Apply the value-and-sweep rule: a new value is added and populated in the same pass, never
one without the other.** A declared value that no page carries yet is a category that invites
a guess the next time someone has to pick between it and the catch-all - which is exactly how
the old `notes` default absorbed 22 of 29 source pages before anyone noticed. So:
1. Count real candidates first: `tools/wikitool search --field <x>_type=<candidate-guess>`
will find nothing yet, so count by reading the catch-all's pages from step 1 instead.
2. **Apply the ≥3-page admission threshold.** A value is admitted *after* it has proven
itself against real material, never in expectation of some. `spec` and `image` are the
cautionary case: both were added to `source_type` ahead of any matching page, both sat at
zero for a year, and both were removed in Gitea #66. A smaller count is only ever an
operator's explicit, named exception (`tracker` at two pages in #66, kept because the
corpus was expected to grow into it from ongoing issue ingests) - never a reason to lower
the threshold itself.
3. Add the enum value in the type-spec's schema (`types/<t>.schema.yaml`) and its `layout:`
entry (`types/<t>.md`) in the same edit - a value with no `layout:` line has nowhere to be
moved to.
4. Reclassify every candidate page in the same pass:
```bash
tools/wikitool touch --page "<Title>" --set <x>_type=<new-value>
tools/wikitool move --reconcile
```
5. Rebuild and check:
```bash
tools/wikitool index rebuild
tools/wikitool migrate verify --from HEAD --fail-on-error
tools/wikitool lint --fail-on-error
```
`migrate verify` on a subtype sweep should report moved pages and zero findings - a
`<x>_type` change alone touches no wikilink, citation, footnote or H1.
3. **Draining the catch-all is the same loop, run without step 2.2's threshold** - a page
sitting in `unclassified` (or the equivalent) already has an intended home; the only question
is which existing value it belongs to, which step 1's read-through already answered. Skip
straight to reclassifying it (step 2.4) and rebuilding (step 2.5).
4. **Record it** with `tools/wikitool log append`, describing what moved and why, the same way
any other corpus change is logged.
## Decision points
- **The catch-all is empty and lint reports nothing?** Nothing to do - an empty catch-all is the
success state, not a problem this instruction exists to fix.
- **A candidate page could plausibly fit two existing values?** Resolve it by rereading the
collection's `COLLECTION.md` for the distinguishing rule (for `sources`, authorship decides
`analysis` vs. `document`) before inventing a third value - a genuine gap in the existing
values is rarer than an under-read contract.
- **More than one subtype field needs the same treatment?** Run this loop once per field; do not
try to batch an `entity_type` change and a `source_type` change into one pass, since their
admission thresholds are independent judgments about unrelated material.
## Scope
Covers `entity_type`, `concept_type` and `source_type` - the three subtype fields with both
`subtype_field:` and `layout:` declared. `comparison` has neither and is out of scope by
construction. Does not cover the stack-owned capture fields `fidelity`/`authority` on `source`
pages: those are fixed vocabulary the stack defines, not an instance's taxonomy - see
`types/source.md`.