freedom-intelligence/inventory/collection-policy.md
tegwick b5f911140b Establish Freedom Intelligence lab foundation and baseline research.
Add INTENT/SCOPE, daily-brief playbook, activity-core definition (disabled),
workplans FI-WP-0001..0003, baseline field survey with open-weight collection
recommendations, and inventory catalog candidates for the model reserve.
2026-07-24 00:15:27 +02:00

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Collection policy — open-weight reserve

Status: foundation
Related: schema.yaml, docs/backup-storage-policy.md, INTENT.md


Purpose

Decide what enters the open-weight reserve, who may approve it, and when a daily-brief candidate becomes a catalog entry with blobs on backup storage.


Goals

  • Keep a small, high-leverage reserve — not a Hugging Face mirror
  • Enforce license and integrity before download completes
  • Match capacity to the backup storage soft quota
  • Prefer models that serve axes B and C, plus strategic A open releases

Eligibility (must pass all)

  1. Open weights — weights obtainable under terms that allow offline retention for lab use
  2. Clear license — SPDX or linkable license text; allows_offline_retention: true
  3. Stable provenance — official org, tagged release, or commit revision (not anonymous drive-by reupload as sole source)
  4. Lab rationale — written reason tied to at least one axis AD (usually B/C)
  5. Capacity — estimated size fits under remaining soft quota (see backup storage policy)

Fail any gate → status rejected with reason, or never enter catalog.


Priority rubric

Priority Guidance
high Rare or strategically important; license/access risk of disappearance; uniquely strong for B/C at our hardware class; hard to re-obtain
medium Clear lab use within 12 quarters; good quality/cost; easy enough to re-download but worth having cold
low Nice to have; only collect if quota headroom is large and pull is cheap

Daily brief collection candidates should set a suggested priority; approval may change it.


Approval rule of thumb

Estimated total size Approval
< 5 GiB Operator or lab agent may collect after license check; catalog entry required before or immediately after
540 GiB Explicit operator approval (chat, workplan task, or signed catalog approved_by)
> 40 GiB Operator approval plus check against soft quota and whether a smaller quant/variant suffices
Any size if quota ≥ 70% used Operator approval required regardless of size
Unclear license or ToS risk Do not collect; status rejected

“Operator” means the human lab owner (or a documented delegate). Agents may nominate (status: candidate) freely from briefs; they may collect only within the < 5 GiB band when licenses are unambiguous — otherwise stop at candidate / approved.


Lifecycle

brief nominates
    → candidate          (catalog YAML, no blobs required)
    → approved           (license + size + quota OK)
    → collecting         (download in staging/)
    → collected          (blobs complete, checksums recorded, storage_path set)
    → verified           (optional re-hash / smoke load)
    → superseded|evicted (replaced or removed; metadata kept)

Rejected candidates stay in catalog only if useful as a decision record; otherwise omit.


What we prefer to collect

  • Small/mid instruct and code models that fit the hardware envelope
  • Strong embedding / rerank models for local RAG
  • Base models known to fine-tune well under QLoRA/LoRA on lab GPUs
  • Official quant releases when they are the supported distribution
  • Adapters and tokenizers that unlock a reserved base (as companions)

What we usually skip

  • Duplicate quants of the same revision already reserved
  • Huge models with no near-term local run/train path and no access-risk story
  • Merges/repacks without provenance
  • Datasets larger than model weights unless separately justified (default: out of band)
  • Anything requiring acceptance flows we cannot satisfy offline

Companions

Tokenizers, LoRA adapters, and small eval fixtures may be collected when:

  • they are required to use a reserved base, or
  • they are small (< 1 GiB) and high leverage

Link via companions in the catalog schema.


Brief integration

  1. Brief section Collection candidates nominates items.
  2. Operator/agent opens inventory/catalog/{id}.yaml with status: candidate.
  3. Approval and download follow this policy and docs/backup-storage-policy.md.
  4. Brief brief_refs on the entry point back to the nominating day(s).

Eviction rule of thumb

When over quota or cleaning:

  1. low priority, easily re-obtainable from still-live official URLs
  2. Superseded revisions with a newer verified replacement
  3. Never silent-delete: set status: evicted, clear or note storage_path, append history

Non-goals

  • Automatic bulk mirrors of entire orgs
  • Collecting on every brief mention without priority
  • Bypassing license gates for “research only” convenience