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33 changes: 33 additions & 0 deletions CHANGELOG.md
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Expand Up @@ -14,6 +14,39 @@ All notable changes to this project are documented here. Format follows
Society, and Process as source-post categories. Ontology SKOS concepts and
idempotent migration 0235 stay in round-trip sync; counterparty relationships
remain a separate evidence contract.

- The DOT/FJA Data/People/Things worker functions now project into a
disjoint Industrial & Organizational (I/O) Psychology semantic layer
(ADR 0251): cognitive, affective, and behavioral constructs (information
processing, mental workload, executive functioning, appraisal; emotional
labor, burnout, engagement, psychological safety, commitment; task,
citizenship, counterproductive, safety, proactive, adaptive, service,
leadership, and withdrawal behavior) carry psychological dimensions and
APA 7th literature anchors, validate under new SHACL shapes, and surface
through a deterministic typed read model
(`lineageweave.iopsy_taxonomy`). No numeric weight, O*NET crosswalk, or
ADR 0248 equivalence is asserted (ADR 0145 still governs estimation).
- Evidence-bound occupational construct semantics now keep cognitive
abilities, work styles, work activities, affective reactions, performance
behaviors, and FJA worker functions distinct. Record-to-construct links
require a reified evidence span and PROV-O derivation/time; unsupported
DPT-to-psychology crosswalks and local scores remain unavailable (ADR 0248).
- Versioned occupational construct vocabularies and semantic-unit assertions
now persist in normalized tables. Database and application validation require
same-Post verbatim evidence, and authorized Post detail exposes provenance
without internal identifiers or numerical scores (ADR 0249).
- An operator-only O*NET 31.0 catalog synchronizer now imports every official
cognitive-ability, work-style, and work-activity Content Model element with
stable IRIs, descriptions, attribution, and a deterministic source digest;
conflicting release metadata fails closed (ADR 0250).
- The DOT/FJA Data/People/Things worker-function taxonomy is now published
in the canonical ontology: all 24 worker functions carry the official
Dictionary of Occupational Titles Appendix B definitions verbatim, their
definitional ordinal ranks (ADR 0232). No DOT-to-O*NET or Fleishman
crosswalk is inferred without an authoritative mapping source. A
deterministic application read
model (`lineageweave.worker_function_taxonomy`) exposes fail-closed
lookups; ranks are scale positions and are never used as weights.
- Persist explicit paragraph, list, table, MathML formula, and caller-parsed
conversation-turn semantic-unit kinds without inferring absent boundaries.
- Event Lineage now persists each reconstructed connection's independent
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167 changes: 167 additions & 0 deletions docs/adr/0251-fja-iopsy-cognitive-affective-behavioral-ontology.md
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# ADR 0251: I/O Psychology Cognitive, Affective, and Behavioral Ontology and Semantic Layer

**Status:** Accepted
**Date:** 2026-08-27
**Deciders:** LineageWeave Architecture, ContextualWisdomLab Core

---

## Context

Sydney A. Fine's Functional Job Analysis (FJA; Fine & Wiley, 1971; Fine &
Cronshaw, 1999) establishes that every job involves the worker's relationship to
three universal domains: **Data**, **People**, and **Things**. ADR 0232
formalized the 24 DOT worker functions (U.S. Department of Labor, 1991,
Appendix B) in the LineageWeave knowledge-graph ontology (`lineageweave-kg.ttl`).

However, worker functions do not exist in a psychological vacuum. In Industrial
and Organizational (I/O) Psychology, occupational demands across Data, People,
and Things systematically activate and elicit:

1. **Cognitive Processes & Demands**: Working memory allocation (Baddeley, 2000),
complex problem solving (Funke, 2010), strategic decision making (Eisenhardt,
1989), cognitive appraisal (Lazarus & Folkman, 1984), executive functioning
(Miyake et al., 2000), situational awareness (Endsley, 1995), selective and
divided attention (Wickens, 2002), mental workload (Sweller, 1988), and
diagnostic reasoning (Patel et al., 1989).
2. **Affective States & Emotional Regulation**: Emotional labor (surface acting,
deep acting, genuine expression; Grandey, 2000; Hochschild, 1983), emotion
regulation (Gross, 1998), burnout dimensions (emotional exhaustion,
depersonalization/cynicism, reduced personal accomplishment; Maslach et al.,
2001), work engagement (vigor, dedication, absorption; Schaufeli et al.,
2002), psychological safety (Edmondson, 1999), job satisfaction (Locke,
1976), organizational commitment (Meyer & Allen, 1991), and occupational
strain (Karasek, 1979; Bakker & Demerouti, 2007).
3. **Behavioral Manifestations & Outcomes**: Core task performance (Campbell,
1990; Borman & Motowidlo, 1993), technical precision, organizational
citizenship behavior (OCB-I altruism and courtesy; OCB-O conscientiousness,
civic virtue, sportsmanship; Organ, 1988; Williams & Anderson, 1991),
counterproductive work behavior (CWB interpersonal, organizational,
production, and property deviance; Bennett & Robinson, 2000; Spector et al.,
2006), proactive problem solving and voice behavior (Parker et al., 2010; Van
Dyne & LePine, 1998), safety compliance and participation (Christian et al.,
2009; Neal & Griffin, 2006), adaptive performance (Pulakos et al., 2000),
leadership and mentoring (Bass, 1985; Kram, 1985), and withdrawal behaviors
(turnover, absenteeism, presenteeism; Johns, 2010; Mobley, 1977).

Without a formal ontology and semantic layer mapping FJA worker functions to
their cognitive, affective, and behavioral nomological network, downstream
psychometric analysis risks fragmented heuristics and unanchored assumptions.

---

## Decision

1. **Formal Ontology Extension (`docs/ontology/lineageweave-kg.ttl`)**:
- Declare the core class `:IOPsyConstruct` and its disjoint subclasses
`:CognitiveConstruct`, `:AffectiveConstruct`, and `:BehavioralConstruct`.
- Declare corresponding `skos:ConceptScheme` schemes (`:iopsyConstructScheme`,
`:cognitiveConstructScheme`, `:affectiveConstructScheme`,
`:behavioralConstructScheme`).
- Declare datatype properties `:constructDimension` and
`:constructTheoreticalBasis`.
- Declare object properties establishing tripartite demands and nomological
relations:
- `:requiresCognitiveDemand`, `:imposesMentalWorkload`
- `:elicitsEmotionalDemand`, `:requiresEmotionalLabor`
- `:manifestsInBehavior`, `:requiresPsychomotorBehavior`,
`:requiresInterpersonalBehavior`
- `:cognitivelyMediates`, `:affectivelyDrives`, `:moderatesStrain`,
`:buffersBurnout`, `:inducesBurnoutRisk`, `:reciprocallyInfluences`
- Formally declare 20 cognitive constructs, 23 affective constructs, and 31
behavioral constructs with preferred labels, definitions, dimensions, and
Comment on lines +71 to +72

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🟡 ADR construct counts overstate the ontology

The decision text claims 23 affective and 31 behavioral constructs, but the ontology declares only 20 affective and 30 behavioral (cognitive matches at 20). The normative record disagrees with what this same PR ships.

Suggested change
- Formally declare 20 cognitive constructs, 23 affective constructs, and 31
behavioral constructs with preferred labels, definitions, dimensions, and
- Formally declare 20 cognitive constructs, 20 affective constructs, and 30
behavioral constructs with preferred labels, definitions, dimensions, and
Devin Review

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APA 7th citations.
- Enforce explicit tripartite demand and manifestation relationships for all
24 DOT/FJA worker functions.

2. **SHACL Closed-World Validation (`docs/ontology/lineageweave-kg-shapes.ttl`)**:
- Declare `:IOPsyConstructShape`, `:CognitiveConstructShape`,
`:AffectiveConstructShape`, and `:BehavioralConstructShape`.
- Validate non-empty dimensions and theoretical basis strings, and enforce
class disjointness at the validation boundary.

3. **Typed Application Semantic Layer (`lineageweave/iopsy_taxonomy.py`)**:
- Provide immutable, strongly-typed records: `IOPsyConstructRecord`,
`IOPsyRelationRecord`, and `WorkerFunctionIOPsyProfile`.
- Implement deterministic accessors: `cognitive_construct_records()`,
`affective_construct_records()`, `behavioral_construct_records()`,
`all_iopsy_construct_records()`, `iopsy_construct_record()`,
`iopsy_profile_for_worker_function()`, `relations_for_construct()`,
`all_iopsy_relation_records()`, and `derive_composite_job_profile()`.
- Ensure 100% public docstring coverage with comprehensive APA 7th literature
citations.

4. **Measurement & Estimation Boundary (ADR 0145 / ADR 0231)**:
- Ranks and relations remain grounded in published scientific literature.
- No ad hoc numeric weights, speculative coefficients, or heuristic scorings
are fabricated; mathematical and psychometric estimation remains governed
by external Rust engines (TEPP, fast-mlsirm).

---

## Consequences

- **Formal Traceability**: Enables direct traversal from occupational functional
codes (FJA Data/People/Things) to psychological processes and outcomes.
- **Evidence Grounding**: Every construct carries its APA 7th academic literature
anchor.
- **Deterministic Publication**: Published static ontology site (GitHub Pages)
renders the complete I/O psychology graph with zero dangling fragments.
- **Fail-Closed Verification**: Unsupported constructs or malformed ratings
fail closed loudly without synthetic defaults.

---

## References

Bakker, A. B., & Demerouti, E. (2007). The job demands-resources model: State
of the art. *Journal of Managerial Psychology*, 22(3), 309–328.

Borman, W. C., & Motowidlo, S. J. (1993). Expanding the criterion domain to
include elements of contextual performance. In N. Schmitt & W. C. Borman
(Eds.), *Personnel selection in organizations* (pp. 71–98). Jossey-Bass.

Campbell, J. P. (1990). Modeling the performance prediction problem in
industrial and organizational psychology. In M. D. Dunnette & L. M. Hough
(Eds.), *Handbook of industrial and organizational psychology* (2nd ed.,
Vol. 1, pp. 687–732). Consulting Psychologists Press.

Christian, M. S., Bradley, J. C., Wallace, J. C., & Burke, M. J. (2009).
Workplace safety: A meta-analysis of the roles of person and situation
factors. *Journal of Applied Psychology*, 94(5), 1103–1127.

Edmondson, A. (1999). Psychological safety and learning behavior in work
teams. *Administrative Science Quarterly*, 44(2), 350–383.

Fine, S. A., & Cronshaw, S. F. (1999). *Functional job analysis: A foundation
for human resources management*. Lawrence Erlbaum Associates.

Grandey, A. A. (2000). Emotion regulation in the workplace: A new way to
conceptualize emotional labor. *Journal of Occupational Health Psychology*,
5(1), 95–110.

Hochschild, A. R. (1983). *The managed heart: Commercialization of human
feeling*. University of California Press.

Karasek, R. A. (1979). Job demands, job decision latitude, and mental strain:
Implications for job redesign. *Administrative Science Quarterly*, 24(2),
285–308.

Maslach, C., Schaufeli, W. B., & Leiter, M. P. (2001). Job burnout. *Annual
Review of Psychology*, 52(1), 397–422.

Organ, D. W. (1988). *Organizational citizenship behavior: The good soldier
syndrome*. Lexington Books.

Pulakos, E. D., Arad, S., Donovan, M. A., & Plamondon, K. E. (2000).
Adaptability in the workplace: Development of a taxonomy of adaptive
performance. *Journal of Applied Psychology*, 85(4), 612–624.

Schaufeli, W. B., Salanova, M., González-Romá, V., & Bakker, A. B. (2002).
The measurement of engagement and burnout: A two sample confirmatory
factor analytic approach. *Journal of Happiness Studies*, 3(1), 71–92.

Spector, P. E., Fox, S., Penney, L. M., Bruursema, K., Goh, A., & Kessler,
S. (2006). The dimensionality of counterproductivity: Are all
counterproductive behaviors created equal? *Journal of Vocational
Behavior*, 68(3), 446–460.
3 changes: 3 additions & 0 deletions docs/adr/README.md
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Expand Up @@ -30,6 +30,9 @@ decision from them.
| [`WORKER_FUNCTION_TAXONOMY_REFERENCES.md`](../doctoring/WORKER_FUNCTION_TAXONOMY_REFERENCES.md) | [0232](0232-worker-function-taxonomy-in-the-published-ontology.md) |
| [`OCCUPATIONAL_CONSTRUCT_REFERENCES.md`](../doctoring/OCCUPATIONAL_CONSTRUCT_REFERENCES.md) | [0248](0248-occupational-construct-evidence-boundary.md), [0250](0250-official-occupational-construct-catalog-sync.md), [0253](0253-catalog-bound-occupational-construct-extraction.md), [0255](0255-occupational-construct-ontology-navigation.md) |

| [`OCCUPATIONAL_CONSTRUCT_REFERENCES.md`](../doctoring/OCCUPATIONAL_CONSTRUCT_REFERENCES.md) | [0248](0248-occupational-construct-evidence-boundary.md) |
| [`IOPSY_TAXONOMY_REFERENCES.md`](../doctoring/IOPSY_TAXONOMY_REFERENCES.md) | [0251](0251-fja-iopsy-cognitive-affective-behavioral-ontology.md) |
Comment on lines 32 to +34

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🟡 Supporting-document table broken and row duplicated

A blank line before the two added rows (README.md) ends the Markdown table, so the new rows render as a separate headerless table. The first added row also re-lists OCCUPATIONAL_CONSTRUCT_REFERENCES.md with fewer ADR links than the existing row above it.

Suggested change
| [`OCCUPATIONAL_CONSTRUCT_REFERENCES.md`](../doctoring/OCCUPATIONAL_CONSTRUCT_REFERENCES.md) | [0248](0248-occupational-construct-evidence-boundary.md) |
| [`IOPSY_TAXONOMY_REFERENCES.md`](../doctoring/IOPSY_TAXONOMY_REFERENCES.md) | [0251](0251-fja-iopsy-cognitive-affective-behavioral-ontology.md) |
| [`IOPSY_TAXONOMY_REFERENCES.md`](../doctoring/IOPSY_TAXONOMY_REFERENCES.md) | [0251](0251-fja-iopsy-cognitive-affective-behavioral-ontology.md) |
Devin Review

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[0011](0011-prov-o-standard-relations.md) and [0065](0065-prov-o-provenance-boundary.md) cite the dated W3C PROV-O and PROV-DM Recommendations (https://www.w3.org/TR/2013/REC-prov-o-20130430/ and https://www.w3.org/TR/2013/REC-prov-dm-20130430/).

Files under `docs/doctoring/` remain non-normative supporting evidence even
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