SIL Technical Charter (v1)


This is a formal specification document (Dense, 2+ hours)

You should read this if:
- ✅ You're implementing a SIL-compliant system
- ✅ You need to understand formal contracts & guarantees
- ✅ You're designing operators, domain modules, or engines
- ✅ You need to know exactly what's required vs optional

Read these FIRST:
- ../architecture/UNIFIED_ARCHITECTURE_GUIDE.md ⭐ (30 min) - Get the mental model
- ./SIL_GLOSSARY.md (15 min) - Learn the vocabulary (keep open while reading)
- ./SIL_PRINCIPLES.md (15 min) - Understand evaluation criteria

Read these AFTER for deeper context:
- ./SIL_MANIFESTO.md - Why these contracts matter

Related Documents:
- Glossary: ./SIL_GLOSSARY.md - Look up terms while reading
- Principles: ./SIL_PRINCIPLES.md - Why these constraints exist
- Pattern: ../architecture/UNIFIED_ARCHITECTURE_GUIDE.md - High-level framework
- Navigation: ../READING_GUIDE.md - All documentation paths

Time Required: 2-4 hours (reference document, can read sections as needed)


1. Purpose of the Technical Charter

This charter defines the formal structure, interfaces, constraints, and invariants of the Semantic Operating System (Semantic OS) developed by the Semantic Infrastructure Lab (SIL). It specifies what the system is, how components relate, what rules govern their interaction, and what guarantees they must uphold. This document is a specification of architectural foundations and system contracts. It is not an implementation guide and not a roadmap.

2. System Overview

The Semantic OS is a layered semantic substrate intended to support explicit meaning representation, provenance-complete transformation, deterministic workflow execution where feasible, and cross-domain interoperability.

The architecture consists of six layers:

Semantic Memory (Layer 0):
Persistent storage of semantic objects, their schemas, temporal lineage, and provenance.

USIR (Layer 1):
A typed, explicit, graph-structured intermediate representation for cross-domain semantic structures and transformations.

Domain Modules (Layer 2):
Domain-specific schemas, invariants, operator families, and tool adapters integrated through USIR.

Orchestration (Layer 3):
Deterministic workflow and agent execution semantics, including memory access protocols and provenance requirements.

Engines (Layer 4):
Deterministic or bounded-reproducible execution of operators over USIR, including symbolic and numeric engines.

Interfaces / SIM (Layer 5):
Human-facing inspection, visualization, debugging, and exploration surfaces for interacting with the substrate and its transformations.

3. Core Definitions

The following definitions apply throughout this charter.

Semantic object

A typed, addressable entity stored in Semantic Memory that represents a concept, relation, artifact, operator, workflow, derivation, state snapshot, or domain construct. Each semantic object conforms to a schema and is subject to integrity constraints.

Operator

A defined transformation with a typed signature, preconditions, postconditions, declared effects, and mandated provenance emission. Operators consume and produce semantic objects and/or USIR graphs.

Invariant

A declarative constraint that must hold over one or more semantic objects, USIR graphs, workflows, or domain structures. Invariants may be enforced by validation, checked by engines, or asserted with explicit status and scope.

Provenance record

A structured record describing the lineage of a semantic object or transformation, including the operator invoked, inputs, outputs, parameters, assumptions, execution context, state references, and validation outcomes.

Schema

A versioned specification defining the structure, typing, required fields, allowed relations, and integrity constraints of a semantic object class or USIR subgraph pattern.

Domain module

A bounded semantic package that defines a domain’s schemas, invariants, operator families, validation rules, and tool adapters, integrated into the Semantic OS via USIR contracts.

USIR node

A typed node in a USIR graph representing an entity such as a value, structure, operator application, constraint, workflow element, or domain construct.

USIR graph

A typed, explicit, directed multigraph composed of USIR nodes and typed relations. USIR graphs represent semantic structures, operator applications, workflows, and derivations.

Workflow

A structured representation of a task as an operator graph with execution semantics, dependencies, inputs/outputs, state requirements, and provenance obligations.

State snapshot

A versioned capture of relevant semantic memory and execution context sufficient to enable replay, validation, and inspection of a workflow or operator chain.

Engine

A computational component that executes operators over USIR under specified reproducibility contracts, emitting typed outputs and provenance records.

Agent

An entity executing workflows under orchestration rules, including explicit state transitions, constrained memory access, and mandatory provenance emission for actions.

Transformation

Any operator-driven change to semantic objects, USIR graphs, or workflows, including creation, mutation (where permitted), derivation, lowering, lifting, and composition.

Validity / consistency conditions

Formal checks that determine whether semantic objects, USIR graphs, workflows, and provenance satisfy schemas, typing rules, invariants, integrity constraints, and execution contracts.

4. Layer Specifications

4.1 Semantic Memory (Layer 0)

Responsibilities

Persist semantic objects, versions, schemas, and relationships.

Maintain temporal lineage and provenance graphs.

Provide query, snapshot, and validation interfaces.

Required properties

Addressability and stable identifiers.

Typed storage with schema conformance.

Versioned objects and schema evolution support.

Queryable provenance and lineage.

Constraints

Mutations must be explicit, validated, and recorded.

Provenance records are append-only once committed.

Referential integrity must be enforceable.

Guarantees

Stored objects retrievable by identifier and version.

Provenance and lineage are reconstructable for compliant operations.

Validation outcomes are recordable and queryable.

Interface boundaries

Consumes: schema definitions, object writes, provenance events.

Produces: object reads, graph queries, snapshots, validation results.

4.2 USIR (Layer 1)

Responsibilities

Provide a unified typed graph representation for cross-domain structures.

Represent operator applications and transformations explicitly.

Support lowering/lifting contracts between domain representations.

Required properties

Explicit typed nodes and typed relations.

Validation rules for type soundness and graph integrity.

Canonical representation for operator binding and provenance references.

Constraints

All USIR graphs must be schema-valid and type-valid for execution.

Cross-domain constructs must use shared relation semantics.

Guarantees

Operator applications in USIR are representable and inspectable.

Relations have defined semantics and validation rules.

Lowering/lifting operations are defined as formal contracts.

Interface boundaries

Consumes: domain module schemas, operator definitions.

Produces: typed graphs, operator application subgraphs, validation artifacts.

4.3 Domain Modules (Layer 2)

Responsibilities

Define domain schemas, invariants, operator families, and adapters.

Provide domain validation and correctness conditions.

Specify domain lowering/lifting mappings to/from USIR.

Required properties

Versioned schemas and invariants.

Declared operator families with signatures and contracts.

Tool adapters with deterministic or bounded-reproducible execution contracts.

Constraints

Domain authority is limited to declared schemas and invariants.

Domain constructs must be representable in USIR-compatible forms.

Domain operators must emit required provenance.

Guarantees

Domain objects can be validated against domain rules.

Domain operators have explicit correctness claims and failure modes.

Interface boundaries

Consumes: USIR core relations and type fragments.

Produces: domain-typed USIR subgraphs, domain validations, adapter execution traces.

4.4 Orchestration (Layer 3)

Responsibilities

Represent workflows as operator graphs with explicit execution semantics.

Manage agent lifecycle and memory access protocols.

Enforce reproducible execution constraints and provenance requirements.

Required properties

Workflow representation with explicit dependencies and state requirements.

Agent state machine with defined transitions and logging.

Deterministic scheduling semantics where declared.

Constraints

Every executed action must be represented as an operator application.

Memory access must obey protocol constraints and isolation policies.

Conflicts must be resolved via defined rules with explicit records.

Guarantees

Workflows are replayable under defined conditions.

Agent actions are inspectable with provenance and state context.

Interface boundaries

Consumes: operator graphs, snapshot references, policy constraints.

Produces: execution traces, provenance records, replay artifacts, conflict reports.

4.5 Engines (Layer 4)

Responsibilities

Execute operators over USIR graphs according to execution contracts.

Produce typed outputs and validation artifacts.

Emit provenance and metadata sufficient for inspection and replay.

Required properties

Uniform engine interface for operator execution.

Explicit reproducibility contracts and equivalence relations.

Metadata emission including configuration, environment, and numeric tolerances.

Constraints

Engines must not mutate semantic memory outside declared operator effects.

Outputs must be typed and schema-valid prior to commit.

Guarantees

Execution results are attributable to operator invocations and state.

Divergence from reproducibility contracts is detectable and reportable.

Interface boundaries

Consumes: operator invocation objects, USIR graphs, engine configs.

Produces: outputs, diagnostics, validation results, provenance/metadata.

4.6 Interfaces / SIM (Layer 5)

Responsibilities

Provide inspection of semantic objects, USIR graphs, workflows, and provenance.

Support visualization and debugging of transformations and invariants.

Provide controlled mutation surfaces where authorized.

Required properties

Read-only inspection is always available for committed artifacts.

Visualization contracts correspond to underlying semantic structures.

Debug surfaces can enumerate operator chains, state diffs, and validation outcomes.

Constraints

Any mutation must be performed via operators and recorded provenance.

Interfaces must not bypass validation gates.

Guarantees

Cross-layer visibility for compliant objects and transformations.

Users can inspect reasoning chains, provenance, and state context for results.

Interface boundaries

Consumes: semantic memory objects, USIR graphs, provenance queries.

Produces: interactive views, inspection reports, operator invocation requests.

5. Semantic Memory Specification

5.1 Schema requirements

Every semantic object class MUST have a defined schema.

Schemas MUST specify:

required fields and types

allowed relations to other objects

integrity constraints

version identifier and compatibility metadata

5.2 Typing requirements

Semantic objects MUST be typed according to schema-defined types.

Type references MUST resolve to versioned schema definitions.

5.3 Versioning

Every semantic object MUST have a version identifier.

Semantic Memory MUST support:

retrieval by (id, version)

retrieval of latest compatible version per policy

explicit migration records when transformations change schema versions

5.4 Permanence vs. mutability

Semantic objects MAY be mutable only via declared operators.

Provenance records MUST be append-only once committed.

Prior versions MUST remain retrievable unless explicitly revoked by policy (see Security & Integrity Constraints).

5.5 Provenance structures

Provenance records MUST include:

operator identifier and version

input object identifiers and versions

output object identifiers and versions

parameters and assumptions (typed)

execution context references (engine/tool, config, environment)

state snapshot reference (where required)

validation outcomes and diagnostics references

5.6 Temporal lineage

Semantic Memory MUST represent temporal chains:

creation events

transformation events

derivation relationships

dependency closures where defined by schemas

Temporal lineage MUST be queryable.

5.7 Required queries

Semantic Memory MUST support, at minimum:

get object by (id, version)

resolve schema by (schema_id, version)

traverse provenance: backward (inputs) and forward (derived)

fetch workflow execution trace by workflow identifier and version

fetch operator invocation history by operator id

compute dependency closure for a semantic object (as defined by schema)

retrieve state snapshot references and associated object sets

5.8 Integrity constraints

Semantic Memory MUST enforce or validate:

referential integrity (no dangling references)

schema conformance for stored objects

version integrity (referenced versions exist)

provenance completeness for committed transformations subject to charter requirements

6. USIR Specification

6.1 Graph structure

USIR is a typed directed multigraph:

Nodes: typed entities (values, structures, operator applications, constraints, workflow elements)

Edges: typed relations with defined semantics

USIR graphs MUST be serializable and persistable.

6.2 Typing system

USIR nodes MUST have a type.

Types MUST be drawn from:

USIR core type fragments

domain module type extensions registered through integration rules

Type checking MUST be defined for operator binding and relation validity.

6.3 Relations

USIR MUST define relation semantics for at least:

containment:
hierarchical structure (component-of)

dependency:
required-for evaluation or construction

derivation:
produced-by transformation lineage

constraint:
declared invariants and restrictions

binding:
association of operator inputs/outputs to nodes

reference:
stable identity links to semantic memory objects

Each relation type MUST define:

allowed source/target types

integrity constraints (e.g., acyclicity where applicable)

validation procedures

6.4 Operator binding semantics

Operator applications MUST be representable as USIR subgraphs that bind:

operator identity/version

typed input bindings

typed output bindings

preconditions/postconditions references

effect declarations (including intended memory writes)

Operator applications MUST be uniquely identifiable for provenance linkage.

6.5 Lowering/lifting contract definitions

Lowering/lifting in USIR is specified as contracts with required artifacts, not algorithms.

A lowering/lifting contract MUST define:

source schema/type requirements

target schema/type requirements

preservation requirements (what invariants and provenance must be maintained)

lossiness declaration:

lossless, lossy-with-recorded-loss, or partial

equivalence relation for validating correctness (where applicable)

required provenance emission (including mapping references between source and target elements)

6.6 Validation requirements

USIR graphs MUST be validatable for:

type correctness of nodes and bindings

relation validity constraints

schema conformance for domain-extended subgraphs

operator application well-formedness

Validation MUST produce machine-readable diagnostics.

6.7 Invariants USIR must preserve

USIR MUST preserve:

type soundness for declared type fragments

referential integrity for semantic memory references

traceability of derivations via derivation relations and provenance links

stable operator application identity for replay/inspection

7. Operator Model

7.1 Operator signatures

Every operator operates under a semantic contract (see Glossary).

Every operator MUST declare:

identifier and version

input types (arity, named parameters)

output types

required state context (if any)

allowed side effects on semantic memory

7.2 Input/output type rules

Operator invocation MUST fail validation if inputs are not type-compatible.

Outputs MUST be type-valid and schema-valid prior to commit.

7.3 Preconditions / postconditions

Operators MUST declare preconditions and postconditions as:

invariants to check

constraints to enforce

validation procedures to apply

Postconditions MUST specify what must hold for outputs and mutated state.

7.4 Effects on semantic memory

Operators MAY:

create new semantic objects

create new USIR graphs

record new provenance records

mutate existing objects only if mutation is permitted by schema and policy

Operators MUST declare effect scope explicitly.

7.5 Provenance emission requirements

Each operator invocation MUST emit a provenance record containing:

operator identity/version

full input bindings (ids/versions)

full output bindings (ids/versions)

parameterization and assumptions

execution context and config references

validation outcomes and diagnostics references

state snapshot reference if required by orchestration policy

7.6 Failure modes

Operators MUST define:

validation failure (type/schema/invariant violation)

execution failure (engine/tool errors, non-convergence)

contract failure (postconditions not met)

Failures MUST be recorded with diagnostics and preserved provenance links to attempted invocation.

7.7 Determinism / reproducibility boundaries

Operators MUST declare one of:

Deterministic:
same inputs and state yield identical outputs under declared environment constraints.

Reproducible (bounded):
outputs are equivalent under a declared equivalence relation and tolerance.

Non-reproducible:
allowed only with explicit opt-in policy; must emit expanded metadata explaining sources of variability.

8. Domain Module Specification

8.1 Required components

A domain module MUST provide:

versioned schemas and type extensions

domain invariants (declarative constraints)

operator families with signatures and contracts

validation procedures for domain objects and transformations

tool adapters (where appropriate) with execution contracts

8.2 Integration rules with USIR

Domain schemas MUST map to USIR subgraph patterns.

Domain types MUST register as extensions with explicit versioning.

Domain operators MUST be expressible as USIR operator applications and must adhere to the global operator model.

8.3 Validation requirements

Domain modules MUST define:

object validation (schema + domain invariants)

transformation validation (operator pre/postconditions)

adapter validation (inputs/outputs and provenance completeness)

8.4 Operator correctness conditions

Domain operators MUST state correctness conditions as:

invariants preserved or violated (with explicit failure)

equivalence relations for validation where strict equality is not applicable

8.5 Boundaries of domain authority

Domain modules MAY define domain-specific invariants and constraints but MUST NOT:

redefine USIR core relation semantics

violate global provenance requirements

bypass orchestration mutation policies

introduce untyped or schema-less objects

8.6 Shared constraints across domains

Domains MUST support cross-domain coherence via:

compatible typing fragments where intersecting concepts exist (e.g., units, constraints, workflows)

explicit lowering/lifting contracts

shared provenance linking between representations

9. Orchestration Specification

9.1 Workflow representation

Workflows MUST be represented as:

operator graphs with typed nodes and relations

explicit dependencies and execution order constraints

explicit artifact inputs/outputs

required state snapshot references or snapshot policy

Workflow versioning

Workflows MUST have a version identifier.

Workflow versions MUST be:

immutable once committed to semantic memory

referenced in all provenance records from workflow executions

resolvable for replay operations against historical workflow definitions

Workflow schema changes (operator additions/removals, dependency changes, artifact binding changes) MUST increment workflow version.

9.2 Agent lifecycle

Agents MUST have a defined lifecycle state machine with:

enumerated states

allowed transitions

transition triggers and recorded causes

All transitions MUST be recorded as semantic objects with provenance links.

9.3 Memory access protocols

Orchestration MUST define:

read scopes and write scopes

locking or conflict strategies (as policy)

snapshot semantics for reproducibility

permission model for agent actions (see Security & Integrity Constraints)

9.4 Reproducible execution constraints

Orchestration MUST provide:

a replay mechanism that re-executes workflows against specified snapshots

a divergence detection mechanism referencing equivalence relations

a record of execution environment constraints relevant to reproducibility

9.5 Provenance requirements

Orchestration MUST ensure:

every executed operator invocation is recorded

every memory write is attributable to an operator

agent decisions and routing actions are recorded as semantic objects (decision artifacts) with scope-limited requirements

9.6 Scheduling and operator application semantics

Scheduling MUST be:

deterministic when policy declares deterministic scheduling

otherwise explicitly parameterized and recorded

Operator application MUST:

bind to validated USIR graphs

adhere to memory mutation and validation gates

emit provenance on success and on failure as applicable

9.7 Conflict resolution rules

When conflicts occur (simultaneous mutations, version mismatch, invariant violations), orchestration MUST:

apply a defined resolution policy (reject, merge-with-rules, serialize, or fork)

record resolution outcomes in semantic memory with provenance

10. Engine Specification

10.1 Engine interface

Engines MUST expose an interface that accepts:

operator invocation identity/version

validated USIR graph (or references)

engine configuration (typed)

state snapshot reference (when required)

Engines MUST produce:

typed outputs (objects/graphs)

execution diagnostics

validation artifacts (where applicable)

provenance and metadata sufficient for inspection and replay

10.2 Operator execution semantics

Engine execution MUST:

respect operator preconditions and postconditions

execute within declared effect scope

not directly mutate semantic memory except through approved commit interfaces controlled by orchestration and validation gates

10.3 Reproducibility contracts

Engines MUST declare reproducibility profile per operator or engine class:

deterministic

bounded reproducible (equivalence + tolerance)

non-reproducible (policy-restricted)

10.4 Numeric vs. symbolic distinctions

Symbolic engines SHOULD support equivalence validation where possible (e.g., rewrite correctness within defined fragments).

Numeric engines MUST specify tolerances, convergence criteria, and environment constraints affecting reproducibility.

10.5 Metadata and provenance emission

Engines MUST emit metadata including:

engine/tool identity and version

configuration and parameters (typed)

relevant environment identifiers (as policy requires)

runtime status (success, failure, non-convergence)

equivalence relation identifiers and tolerance values when applicable

10.6 Equivalence relations for non-deterministic outputs

For bounded reproducibility, engines MUST define:

equivalence relation (e.g., norm-bounded difference, constraint satisfaction set equality, structure-preserving equivalence)

tolerance parameters and validation method

reporting requirements when equivalence fails

11. Interface / SIM Specification

11.1 Required inspection capabilities

Interfaces MUST allow inspection of:

semantic objects with schemas and versions

USIR graphs and typing

operator chains and workflow graphs

provenance records and temporal lineage

validation results and diagnostics

11.2 Visualization contracts

Visualizations MUST be rooted in semantics:

every displayed entity MUST reference underlying semantic objects or USIR nodes

displayed relationships MUST correspond to defined relations

views MUST be reproducible given the same state snapshot and view parameters

11.3 Allowed mutating vs. non-mutating operations

Read-only inspection MUST always be supported for committed artifacts.

Mutations MUST occur only through operator invocation pathways governed by orchestration.

Interfaces MUST not provide mutation mechanisms that bypass validation and provenance.

11.4 Debugging surfaces

Interfaces MUST provide:

operator-level step tracing for workflows

provenance diff inspection between versions

invariant violation reporting and localization (where possible)

replay controls and divergence diagnostics surfaced to the user

11.5 Cross-layer visibility guarantees

Interfaces MUST guarantee that for any compliant result artifact:

its provenance lineage can be traversed

its operator chain can be enumerated

its validation outcomes can be inspected

its state snapshot references can be retrieved (when required by policy)

12. Global Invariants

The following invariants MUST hold system-wide unless explicitly exempted by a recorded policy exception.

12.1 Semantic consistency

All stored semantic objects conform to a schema version.

Relations between objects satisfy declared relation constraints.

12.2 Type soundness

USIR graphs used for execution are type-valid under declared type rules.

Operator bindings satisfy signature typing.

12.3 Provenance completeness

All committed transformations attributable to operators MUST have provenance records meeting minimum required fields.

Provenance graphs MUST be queryable and reconstructable.

12.4 Version stability

Identifiers and versions are stable and retrievable according to versioning policies.

Schema and operator changes follow evolution policy.

12.5 Cross-domain coherence

Domain representations interoperate through USIR-defined relations and contracts.

Domain extensions do not conflict with USIR core semantics.

12.6 Replayability conditions

For workflows marked replayable, required state snapshots and execution metadata exist.

Replay equivalence relations are defined and enforced.

12.7 Schema integrity

Schemas are versioned, validated, and reference-resolvable.

Migrations are recorded and reversible where declared.

13. Cross-Layer Interaction Rules

13.1 Accepted data types

Cross-layer data exchange MUST occur via:

semantic objects (schema-valid, versioned)

USIR graphs (type-valid, relation-valid)

workflows (operator graphs with explicit execution semantics)

provenance records (structured, queryable)

13.2 Transformation boundaries

Transformations MUST occur only through operator invocations.

Lowering/lifting MUST conform to declared contracts and emit mapping provenance.

13.3 Interface stability requirements

Each layer MUST provide stable interface contracts:

schema and type definitions versioned under evolution policy

operator signatures versioned and validated

workflow execution semantics documented and regression-tested

13.4 Versioning rules

Cross-layer references MUST include version identifiers.

“Latest” resolution is permitted only through explicit policy and must be recorded as a resolution event.

13.5 Forward/backward compatibility constraints

Schema and operator evolution MUST specify compatibility class:

backward compatible

forward compatible

breaking

Breaking changes MUST include migration rules and deprecation phases.

14. Versioning & Evolution Policy

14.1 Semantic versioning

Schemas, operators, workflows, and domain modules MUST use semantic versioning:

MAJOR: breaking semantic changes

MINOR: additive compatible changes

PATCH: bug fixes without semantic change

14.2 Migration rules

Breaking changes MUST provide:

migration operators (where feasible)

mapping provenance between old and new representations

validation procedures for migrated artifacts

14.3 Deprecation policy

Deprecations MUST be:

announced in documentation and metadata

marked in schemas/operators with deprecation identifiers

supported for a defined compatibility window as policy dictates

14.4 Test and validation requirements

Changes to schemas/operators/relations MUST include:

validation tests for schema/type correctness

provenance completeness tests

replay/regression tests for marked workflows

cross-domain compatibility tests where applicable

15. Security & Integrity Constraints

15.1 Memory isolation rules

Semantic Memory MUST support isolation domains (namespaces or equivalent) to separate:

experimental branches

production/stable artifacts

restricted artifacts (policy controlled)

15.2 Allowed/forbidden mutations

Forbidden:

direct mutation of provenance records after commit

bypassing schema/type validation gates

unlogged transformations

Allowed only via operators:

object creation

versioned updates where schema permits mutability

schema migrations with recorded provenance

15.3 Validation gates

Writes to stable namespaces MUST pass:

schema validation

type validation (where applicable)

invariant checks (where enforceable)

provenance completeness checks

15.4 Constraints on agent actions

Agents MUST:

operate under explicit permission scopes

record actions as operator applications

be denied direct write access outside orchestration-controlled commit pathways

be auditable through provenance and state snapshots

15.5 Protection of provenance and invariant structures

Provenance structures and invariant definitions MUST be protected from unauthorized modification.

Any modification to invariants MUST be versioned, reviewed under policy, and accompanied by revalidation requirements.

16. Non-Goals

This charter does not:

prescribe implementation choices (databases, languages, kernels, UI frameworks)

define an execution schedule or roadmap

specify complete lowering/lifting algorithms

guarantee strict bitwise determinism for all numeric computations

define product features or commercial packaging

attempt universal domain coverage or encyclopedic ontologies

define training or evaluation of probabilistic language models

This document constitutes the SIL Technical Charter (v1).