SOP: Knowledge-First Discovery & Context Preservation Protocol

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1. Executive Intent

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2. Standard Operating Procedure (5-Step Discovery Flow)

[ Step 1: User Request ]
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[ Step 2: Local OKF Search ] ──▶ grep_search on .agents/brain/ & docs/ (topics: / description:)
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[ Step 3: Local Context Inspection ] ──▶ view_file line ranges on targeted .md files
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[ Step 4: Temporal Verification Gate ] ──▶ Check OKF timestamp. If old, research & prompt human for decision.
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[ Step 5: Terminal Execution ] (ONLY if live runtime state or deployment change is needed)

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Step 1: Local Frontmatter & Metadata Search (grep_search)

1. Search local OKF frontmatter for relevant topics: or description: keywords:
   grep_search Query="topics: \[ansible" SearchPath="docs/"
   
2. Search .agents/brain/ checkpoint summaries and active context manifests.

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Step 2: Targeted File Viewing (view_file)

• Read specific line ranges using view_file to preserve token efficiency (Rule 10).

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Step 3: Temporal Verification Gate

• If the timestamp indicates the information may be contextually outdated:
  1. The AI will optionally search external sources to find the latest standards/practices.
  2. The AI will present a comparison of the local knowledge vs. the new findings to the human operator.
  3. The human must explicitly verify whether to update the local document, create a new one, or ignore the findings before the AI proceeds.

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Step 4: Human Verification & Knowledge Update

• Based on the human’s decision in Step 3, the AI will perform the necessary OKF-compliant document updates before executing any infrastructure changes.

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Step 5: Terminal Execution Gate

• Applying code/configuration updates to production.
• Fetching live runtime data or logs that cannot be answered by local documentation.

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3. Mandatory Rules Reference

• Rule 6 (OKF Topics): All .md files must open on line 1 with --- and contain topics: [3-5 keywords].
• Rule 12 (Metadata-First Discovery): Always query topics: and description: metadata before reading full file bodies.
• Rule 20 (Local Knowledge-First Mandate): Search .agents/brain/ and docs/ locally before terminal execution.
• Rule 21 (Temporal Knowledge Verification Mandate): Verify OKF timestamps and consult the human operator if the local knowledge is contextually outdated.