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Codex Handbook · Chapter 4 | From materials to a brief draft

《Codex 使用手册》· 第 4 章|从材料到简报草稿

Inventory materials, build fact traceability, and form a reviewable draft.

CHAPTER 04 · 4.8–4.14

Handbook version: v1.0 · Official material check: 2026-08-23 · The current interface and account availability depend on each reader’s own state.

CHAPTER 04 · 4.8

Write this pass as a task card

4.8: Write this pass as a task card — teaching diagram
Figure 4-08 · DIA-04-08. Teaching diagram for “Write this pass as a task card”; teaching illustration, not a product interface.

What this section answers

How can scattered materials be brought into one W01 task that stays within bounds and can be checked by a human?

Why

A single task card puts what to do and what not to do in the same constraint, making later acceptance and recovery possible.

Follow along

In goal-card.md, write the input, candidate output, prohibited promises, human acceptance point, and stop condition. Cite input-snapshot.md and fact-and-limit-traceability.md and do not fill in an unknown decision.

What you should see

A task card that asks only for a candidate brief and records, with no request to send or publish.

Minimum practice and acceptance

A human confirms that the card adds no people, times, outcomes, or system actions that were not supplied.

Common questions

If the task card describes public research as already permitted, return it to pending-decisions.md and withdraw that promise.

Next section

Check the task card's scope before extracting sentences from the materials.

CHAPTER 04 · 4.9

First read-only check: inspect scope before content

4.9: First read-only check: inspect scope before content — teaching diagram
Figure 4-09 · DIA-04-09. Teaching diagram for “First read-only check: inspect scope before content”; teaching illustration, not a product interface.

What this section answers

Before reading material details, how do you confirm that the material is still within the defined scope?

Why

Checking scope first blocks the hidden drift in which more reading quietly makes the task larger.

Follow along

Use goal-card.md to check item by item whether the materials are within input-snapshot.md and whether new permission or an external action is needed. Record out-of-scope items without processing them.

What you should see

The result should be three categories: allowed to read, needs human confirmation, and must stop, rather than a new content summary.

Minimum practice and acceptance

A human confirms that every material absent from the snapshot is marked do not process or pending, with its location retained.

Common questions

If reading continues merely because a material looks related, record the scope change and stop; relevance is not authorization.

Next section

Extract the smallest checkable facts from the materials that pass the scope check.

CHAPTER 04 · 4.10

Extract checkable facts from the materials

4.10: Extract checkable facts from the materials — teaching diagram
Figure 4-10 · DIA-04-10. Teaching diagram for “Extract checkable facts from the materials”; teaching illustration, not a product interface.

What this section answers

How can a passage be split into atomic facts that can be reviewed one by one?

Why

Atomic treatment prevents multiple conditions from being merged into a stronger conclusion and gives later repairs a clear impact scope.

Follow along

Each time, take one candidate fact from material-extracts.md and record its material location and limiting conditions in fact-and-limit-traceability.md.

What you should see

A candidate fact is short, traceable, and bounded. Unknowns stay in the pending column and are not turned into assertions.

Minimum practice and acceptance

A human reviews each extract location. A statement with no location cannot enter brief-draft.md.

Common questions

If an inference between materials was written as a fact, move it to the limits or delete it; fluent wording cannot replace evidence.

Next section

Create a one-to-one trace from every atomic fact to its source location and limit.

CHAPTER 04 · 4.11

Build the fact, location, and limit traceability

4.11: Build the fact, location, and limit traceability — teaching diagram
Figure 4-11 · DIA-04-11. Teaching diagram for “Build the fact, location, and limit traceability”; teaching illustration, not a product interface.

What this section answers

How can every candidate sentence return to a material location while keeping its limit visible?

Why

A fact separated from its limit can accidentally expand into an unsupported promise during drafting.

Follow along

In fact-and-limit-traceability.md, connect the candidate fact, material location, limit, and use status row by row, and cross-check against material-extracts.md.

What you should see

Each candidate brief sentence should trace back to one material location and one limit, not merely leave a file name.

Minimum practice and acceptance

A human selects any row for reverse tracing. A row that fails the trace does not proceed, and the failed location is recorded.

Common questions

If the source was kept but the limit was lost, restore the limit column. If the limit is uncertain, leave it pending.

Next section

Form the first candidate brief from the rows that already have traceability instead of restating all the materials.

CHAPTER 04 · 4.12

Form the first weekly brief draft

4.12: Form the first weekly brief draft — teaching diagram
Figure 4-12 · DIA-04-12. Teaching diagram for “Form the first weekly brief draft”; teaching illustration, not a product interface.

What this section answers

How do you use the checked minimum facts to write a reviewable brief draft that has not been sent?

Why

A draft is a container for expression, not a substitute for a human decision, publication, or factual confirmation.

Follow along

Write only the permitted rows from fact-and-limit-traceability.md into brief-draft.md. Keep a pending marker for unknowns and add no facts.

What you should see

The W01 brief draft should be traceable sentence by sentence, contain no sending language, and avoid turning a candidate into a conclusion.

Minimum practice and acceptance

A human compares the draft sentences with fact-and-limit-traceability.md. Return any new sentence that cannot be traced back for revision instead of adding material.

Common questions

If an owner, date, or result is invented to make the copy look complete, remove it and leave the field explicitly blank.

Next section

Check whether rewriting the draft introduced fact drift, omissions, or out-of-scope wording.

CHAPTER 04 · 4.13

Check fact drift, omissions, and overreach

4.13: Check fact drift, omissions, and overreach — teaching diagram
Figure 4-13 · DIA-04-13. Teaching diagram for “Check fact drift, omissions, and overreach”; teaching illustration, not a product interface.

What this section answers

How can you find where the draft departs from traceable material in wording, scope, or omissions?

Why

Readability edits most easily turn a limiting description into an assertion, so the differences must be visible.

Follow along

Compare brief-draft.md, fact-and-limit-traceability.md, and input-snapshot.md, marking four kinds of difference: added, omitted, strengthened, and out of bounds.

What you should see

A check record that describes only the differences and their handling status, rather than re-explaining business content.

Minimum practice and acceptance

A human confirms that every difference either has source support or is deleted, kept pending, or returned for revision.

Common questions

If “no problem found” is used as an acceptance conclusion, replace it with the checked scope and the scope not yet checked.

Next section

Put the three unresolved questions where both the reader and the acceptor can see them.

CHAPTER 04 · 4.14

Keep pending decisions visible

4.14: Keep pending decisions visible — teaching diagram
Figure 4-14 · DIA-04-14. Teaching diagram for “Keep pending decisions visible”; teaching illustration, not a product interface.

What this section answers

Why must unresolved questions remain visible alongside the draft, acceptance, and handoff?

Why

Hiding an unknown can make the next reader believe that the work has internal confirmation or research permission.

Follow along

Put the three questions from pending-decisions.md in the limits area beside brief-draft.md and in the pre-acceptance checklist. Keep them as questions and cross-reference their status in fact-and-limit-traceability.md: who reviews the fact classification, which item goes through internal confirmation first, and whether public research preparation is allowed for a bounded question.

What you should see

The candidate brief and unresolved questions should be visible in the same place without being merged into a factual conclusion.

Minimum practice and acceptance

A human checks that the three questions were not rewritten as an owner, priority, or “public research allowed” conclusion.

Common questions

If a pending item is omitted to make a handoff shorter, stop the handoff and restore the complete unresolved list.

Next section

Enter human acceptance with the limits visible, and record the person's decision rather than the model's self-report.

On this page
  1. Write this pass as a task card
  2. What this section answers
  3. Why
  4. Follow along
  5. What you should see
  6. Minimum practice and acceptance
  7. Common questions
  8. Next section
  9. First read-only check: inspect scope before content
  10. What this section answers
  11. Why
  12. Follow along
  13. What you should see
  14. Minimum practice and acceptance
  15. Common questions
  16. Next section
  17. Extract checkable facts from the materials
  18. What this section answers
  19. Why
  20. Follow along
  21. What you should see
  22. Minimum practice and acceptance
  23. Common questions
  24. Next section
  25. Build the fact, location, and limit traceability
  26. What this section answers
  27. Why
  28. Follow along
  29. What you should see
  30. Minimum practice and acceptance
  31. Common questions
  32. Next section
  33. Form the first weekly brief draft
  34. What this section answers
  35. Why
  36. Follow along
  37. What you should see
  38. Minimum practice and acceptance
  39. Common questions
  40. Next section
  41. Check fact drift, omissions, and overreach
  42. What this section answers
  43. Why
  44. Follow along
  45. What you should see
  46. Minimum practice and acceptance
  47. Common questions
  48. Next section
  49. Keep pending decisions visible
  50. What this section answers
  51. Why
  52. Follow along
  53. What you should see
  54. Minimum practice and acceptance
  55. Common questions
  56. Next section

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