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.
4.7 KiB
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)
- Open weights — weights obtainable under terms that allow offline retention for lab use
- Clear license — SPDX or linkable license text;
allows_offline_retention: true - Stable provenance — official org, tagged release, or commit revision (not anonymous drive-by reupload as sole source)
- Lab rationale — written
reasontied to at least one axis A–D (usually B/C) - 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 1–2 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 |
| 5–40 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
- Brief section Collection candidates nominates items.
- Operator/agent opens
inventory/catalog/{id}.yamlwithstatus: candidate. - Approval and download follow this policy and
docs/backup-storage-policy.md. - Brief
brief_refson the entry point back to the nominating day(s).
Eviction rule of thumb
When over quota or cleaning:
lowpriority, easily re-obtainable from still-live official URLs- Superseded revisions with a newer
verifiedreplacement - Never silent-delete: set
status: evicted, clear or notestorage_path, appendhistory
Non-goals
- Automatic bulk mirrors of entire orgs
- Collecting on every brief mention without priority
- Bypassing license gates for “research only” convenience