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Crosswalk Methodology

Status: Accepted, in active use; mapping-record fields amended by ADR-0009; confidence vocabulary extended by ADR-0013; numeric export projection defined by ADR-0014
Date: 2026-06-30 (mapping fields amended 2026-07-01; confidence vocabulary extended 2026-07-01; numeric export projection defined 2026-07-01; Claim Typing amended 2026-07-06 with a directionality/attribution rule — do not restate one source's claim using another source's framing or direction)
Related specification: docs/INFORMATION_ARCHITECTURE.md

Purpose

This method guides human review of concept crosswalks. It favors conservative, evidence-linked mapping assertions over unsupported equivalence claims.

Mapping Categories

Per ADR-0009, each mapping assertion records both its XwkOnt category and, where one exists, an explicit SSSOM-compatible predicate_id.

Category SKOS candidate predicate_id (ADR-0009) Use
exact-equivalence-candidate skos:exactMatch skos:exactMatch Use only when the compared concepts appear interchangeable in the stated scope and source evidence does not reveal material differences.
close-match skos:closeMatch skos:closeMatch Use when concepts are similar enough to align for many purposes but differ in scope, axioms, usage, or context.
broader-than skos:broadMatch or inverse note skos:broadMatch Use when the subject is narrower than the object, or document direction explicitly.
narrower-than skos:narrowMatch or inverse note skos:narrowMatch Use when the subject is broader than the object, or document direction explicitly.
related skos:relatedMatch skos:relatedMatch Use for non-hierarchical semantic association.
overlap none none (XwkOnt extension) Use when concepts partially intersect but neither subsumes the other.
incompatible none none (XwkOnt extension) Use when source modeling commitments conflict in the scoped comparison.
unknown none none (XwkOnt extension) Use when evidence is insufficient.
explicit-non-equivalence none none (XwkOnt extension) Use to prevent accidental equivalence claims.

Evidence, Confidence, and Justification

Confidence values are high, medium-high, medium, low-medium, low, and unknown (retained as categorical per ADR-0009, not SSSOM's numeric 0.0-1.0 scale; extended with the two intermediate values by ADR-0013). Each confidence value should be accompanied by rationale and references. A high-confidence assertion can still be scoped, provisional, or later superseded.

medium-high and low-medium are reserved for a specific case, per ADR-0013: a confidence shift driven by a sourcing change (e.g., a claim moved from secondary-sourced to independently primary-source-verified) without the underlying substantive/metaphysical judgment moving a full category. They are not a general-purpose hedge between two values — every use must state, in the mapping's rationale, why the full adjacent category was not reached.

For machine-readable (SSSOM/TSV) export, ADR-0014 defines a fixed numeric projection of these categories — contributors never pick a number by hand, and no crosswalk content records one:

Category Numeric projection
high 1.0
medium-high 0.8
medium 0.6
low-medium 0.4
low 0.2
unknown omitted from export (not 0.0 — see ADR-0014)

Per ADR-0009, each mapping assertion also records a mapping_justification value from the SEMAPV vocabulary (e.g., semapv:ManualMappingCuration, semapv:LexicalMatching, semapv:LogicalReasoning, semapv:MappingReview), recording how the mapping was derived. This is distinct from rationale, which records why it's believed correct, in prose. XwkOnt's mapping assertions are expected to be manually curated from cited source evidence, so semapv:ManualMappingCuration will be the common case.

Claim Typing

Crosswalk prose distinguishes direct quotation, paraphrase, editorial observation, and inference. Inferences should explain the evidence chain and identify uncertainty.

Preserve each source's own direction and framing; do not restate one source's claim in another source's words. If Source 1 states "A subClassOf B" and Source 2 states "B subClassOf A" (or any other directional relation — partOf, dependsOn, broaderThan, etc.), these are different claims, not the same claim from two angles, even when they look like they're "about the same relationship." Do not paraphrase Source 2 as having said "A is B" — that attributes a formulation to Source 2 that it did not make, regardless of whether the two claims turn out to be logically related once compared. This applies equally to non-hierarchical claims: if Source 1 defines a term one way and Source 2's own text defines a related term differently, describe each source's actual definition in its own terms before drawing any comparison, rather than describing Source 2 using terminology or a claim-direction borrowed from Source 1. A comparison note is the place to say "Source 1 states X; Source 2 states Y; these appear to relate as follows" — never the place to silently substitute one source's framing for the other's.

This is a specific instance of the governing principle in crosswalk-runbook.md: map what each source actually says, don't produce a synthesized restatement that reads as more settled or more aligned across sources than the sources' own words support.

Neutrality Rules

XwkOnt compares source concepts and records mapping candidates. It does not resolve foundational-ontology disagreements by creating a new preferred ontology, and it does not assert equivalence merely because labels resemble each other.