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research: shard-spectrum synthesis v3 (folds SHARD-WP-0003 batch)
Extends the capability model to the nine WP-0003 engines (~23 systems total). Per-shard spectra 13 -> 14 (adds provenance granularity); refines merge-model (+fork/journal-replay, +coexist-with-rank), attachment-mode (+git-IS-store, +container, +direct-DB, +REST/file-store-hybrid, +external-API payload-format facet), native-query (+SPARQL/RDF far-end), history (+DB-rows, +partial), structure (+typed-graph, +inline-embedded objects), content-opacity (+lossy-exportable), write-granularity (+story-item, +section-anchor). Headline: new federation-model taxonomy (S2.5) -- federation is plural (fork+journal / VCS-replication+ping / query-time graph join / feed aggregation / activity streams / engine-mirror), a selectable/composable coordination-layer axis feeding SHARD-WP-0002 T1-T6. Folds UC-68-82 into the workplan; no new UCs, no INTENT boundary change. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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# 260614 — Shard spectrum synthesis (one capability model across the full dive set)
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Date: 2026-06-14 · **revised 2026-06-14 (v2)**
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Date: 2026-06-14 · **revised 2026-06-14 (v3)**
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## What this is
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A **synthesis** (no new external research) that reads every studied system *across* the
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others and distills them into a single comparative model feeding the **shard adapter
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contract** (`SHARD-WP-0002`).
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contract** and the **federation track** (`SHARD-WP-0002`).
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**v2** extends from nine systems to the full set and grows the spectra from eleven to
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**thirteen**. The systems: two conceptual ancestors (**Xanadu, ZigZag**), four engines
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(**XWiki, TWiki, Foswiki** + the wiki-engines landscape), and the modern note/PKB tools
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(**Roam, Obsidian, Notion, Joplin, Logseq, Anytype, AFFiNE, AppFlowy, Trilium**), against
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the federation/origin research.
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**v3** extends the model to the **SHARD-WP-0003 engine batch** (Federated Wiki, Wikibase/
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Wikidata, the git-forge wikis Gitea/GitLab/GitHub, TiddlyWiki, ikiwiki, Salesforce Quip,
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MojoMojo, Oddmuse, UseModWiki) — ~23 systems in all. Per-shard spectra grow from thirteen to
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**fourteen** (adds **provenance granularity**), and a **new coordination-layer axis** is
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introduced: the **federation-model taxonomy**.
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Centerpieces:
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- **The shard family matrix** — every candidate backend × {substrate, attach mode(s),
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addressing, structure, history, **merge**, query, →Markdown, **opacity**}, with Xanadu/
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ZigZag as the ideal anchors.
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- **The thirteen capability spectra** — the claim that the adapter contract should model
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*positions on spectra*, each anchored at both ends by a real system, with federation
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ops degrading by position. v2 adds **content opacity** (12th) and **merge model**
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(13th), plus emphasis on **identity vs placement**, and expands the attachment-mode
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spectrum (file-store native/interchange-mirror, in-engine-host, local-REST,
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external-API, CRDT-replica, P2P/no-central-endpoint).
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- **UC-44–UC-67 → workplan task mapping** (T11–T16).
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addressing, structure, history, merge, query, →Markdown, opacity}, with Xanadu/ZigZag as
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ideal anchors and Federated Wiki as the federation-model anchor. v3 adds the flat-file
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floor (Oddmuse/UseModWiki), git-IS-store (forge wikis/ikiwiki), TiddlyWiki, MojoMojo
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(direct-DB), Quip (external-API/HTML), and Wikibase (typed-graph far-end).
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- **The fourteen capability spectra** — the claim that the adapter contract should model
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*positions on spectra*, each anchored at both ends by a real system, with federation ops
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degrading by position. v3 adds **provenance granularity** (14th: per-shard → per-page →
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per-edit → per-statement/value), and refines merge-model (+fork/journal-replay,
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+coexist-with-rank), attachment-mode (+git-IS-store, +container, +direct-DB,
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+REST/file-store-hybrid, +external-API payload-format facet), native-query (+SPARQL/RDF
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far-end, +filter mid), history (+DB-version-rows, +partial/truncated), structure
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(+typed-graph, +inline-embedded objects), content-opacity (+proprietary-lossy-exportable),
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write-granularity (+story-item, +section-anchor).
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- **The federation-model taxonomy (§2.5, new)** — federation itself is plural: fork+journal
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(Federated Wiki), VCS-replication+ping (ikiwiki), query-time graph join (Wikibase SPARQL
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`SERVICE`), feed aggregation, activity streams, engine-mirror (Wiki.js). A
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selectable/composable coordination-layer axis feeding **T1–T6**.
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- **UC-44–UC-82 → workplan task mapping** (T1–T6 + T11–T16).
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## Contents
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| Path | Role |
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|------|------|
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| `findings.md` | Family matrix, the thirteen spectra, cross-cutting through-lines, UC→task fold-in, recommendations/decisions, escalated open questions |
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| `findings.md` | Family matrix, the fourteen spectra, the federation-model taxonomy, cross-cutting through-lines, UC→task fold-in, recommendations/decisions, escalated open questions |
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## Status
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Synthesis v2 complete. No new use cases (consolidation only). Feeds `SHARD-WP-0002`: T11
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reframed around the **thirteen spectra** (incl. content-opacity + merge-model); T12
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page-model breadth (prose + typed/**computed** records + non-Markdown assets +
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query-defined + **multi-placement/DAG identity**); T13 history (incl. CRDT-log =
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supplement); T14 **full attachment-mode taxonomy** (CRDT-replica + P2P + interchange-mirror
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+ local-REST added); T15 lossy-with-fidelity-report (incl. HTML); T16 (addressing, content
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identity, **identity≠placement**, derived index, dimensional/query). UC coverage extended
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UC-34–UC-59 → **UC-34–UC-67**.
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Synthesis v3 complete. No new use cases (consolidation only). Feeds `SHARD-WP-0002`:
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**T1–T6** federation-model taxonomy (selectable/composable federation); **T11** reframed
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around the **fourteen spectra** (incl. provenance granularity + expanded attachment modes +
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external-API payload-format facet); T12 page-model breadth (prose + typed/computed records +
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**inline-embedded objects** + **typed-graph statements** + non-Markdown assets +
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query-defined + multi-placement/DAG identity); T13 history (DB-rows + partial-flat-file =
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supplement; completeness metadata; **journal-shaped** coordination journal); T14 **full
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attachment taxonomy** (git-IS-store / container / direct-DB / REST-file-hybrid +
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source-of-truth per binding); T15 lossy + **not-Markdown** (graph/HTML); T16 (addressing
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incl. statement GUID + **opaque stable identity**, identity≠placement, derived index,
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**graph query / federated SERVICE**). UC coverage extended UC-34–UC-67 → **UC-34–UC-82**.
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**New through-lines (v2):** CRDT changes the merge math (native merge — never impose git
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merge); identity ≠ placement (Trilium note/branch) is the model for multi-location/
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multi-shard pages; metadata can be computed (inherited/templated), not just stored;
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content opacity is per-item, not only whole-shard; the attach surface is not always the
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native store (Joplin sync mirror; Logseq file-vs-DB and its substrate migration); the
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block-graph-on-files sweet spot (Logseq `id::`) resolves the addressing tension.
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**New through-lines (v3):** federation is plural (the federation-model taxonomy); provenance
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has a granularity spectrum (down to per-statement, Wikibase rank/references); git is both the
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home store and the home journal (forge wikis make git *the* store, resolving the engine-
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mirror write-race); the flat-file floor (Oddmuse/UseModWiki, Wikipedia's MediaWiki Phase I)
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is the field's common root and the minimal capability profile; the page model must also carry
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typed-graph statements and inline-embedded objects.
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**Carried from v2:** CRDT changes the merge math; identity ≠ placement; metadata can be
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computed; content opacity is per-item; the attach surface is not always the native store; the
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block-graph-on-files sweet spot (Logseq `id::`).
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**Carried from v1:** files-canonical/index-derived; fine-grained addressing is adoptable;
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transclusion=clone=embed is one primitive; structure/history federate iff in-text; attach
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mode is per-binding; Notion proves the platform can enforce no-silent-mutation.
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</content>
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transclusion=clone=embed=reference is one primitive; structure/history federate iff in-text;
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attach mode is per-binding; the platform can enforce no-silent-mutation.
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