Glossary
Table of Contents
- 1. Terminology register
- 2. Task
- 3. Story
- 4. Sprint
- 5. Sprint mission
- 6. Release
- 7. Milestone
- 8. Version
- 9. Version identity
- 10. Product identity
- 11. System
- 12. Skill
- 13. Recipe
- 14. Runbook
- 15. Knowledge document
- 16. Plan
- 17. Discovered task
- 18. Backlog
- 19. Capture
- 20. Memory
- 21. Investigation report
- 22. User journey
- 23. TODO state
- 24. Status headline
- 25. Predecessor story
- 26. Successor story
- 27. Agent
- 28. Session
- 29. Delegate
- 30. Orchestrator
Every term used across the ORE Studio information architecture has a single
definition here. Other documents link to these entries with [[id:...]] so
meaning is defined once and reused everywhere. Each entry says what the term is
and (where applicable) carries a small table covering its owner among the
cybernetic systems, how to generate one, a representative example, and the
inventory page that lists every instance.
1. Terminology register
One word per concept, across every document and not only the skills. Where a synonym below still appears in older prose, the left-hand column is what the text should say. The full entries follow; this table is the index and the retirement notice.
| Concept | We use | Retired synonyms |
|---|---|---|
| A unit of work an agent executes | task | ticket, issue, unit, slice |
| A body of related tasks | story | epic, spec, map |
| A recorded idea, not yet work | capture | backlog item, inbox item |
| The approach to a kind of work | method | playbook, flow |
| The sticky posture for a session | mode | stance skill, style |
| A rule that is cited, not run | principle | rule, guideline |
| A durable fact about the domain | knowledge | research note, doc, ADR |
| Intended behaviour, checkable | spec | — |
| The role a session or delegate acts as | System | persona, agent type, role, function |
| Any LLM process doing work | agent | — |
| The agent a human talks to | session | — |
| An agent spawned by another | delegate | subagent |
| The typed thing acted upon | target | object, candidate, entity |
| The operation applied to it | action | command, verb, skill |
Two terms admit a misreading, and both are worth stating negatively.
- Spec denotes an Allium specification and nothing else. A story's plan is a plan.
- Persona denotes a Council member and nothing else. The role a session adopts is a System.
Function is likewise reserved: it names a regulatory function, never the role a session adopts.
2. Task
The smallest unit of executable work. One task should correspond to one PR. Bounded by a concrete size limit as per document types. The full domain treatment — sizing limits, discovered tasks, ready/done — is on the Tasks page.
| Field | Value |
|---|---|
| Owner | System 1 |
| How to generate | New task in the codegen recipe |
| Example | Update C++ standard |
3. Story
A coherent user-visible outcome, composed of one or more tasks. The unit of sprint planning. The full domain treatment — themes and epics, sizing, ready/done, cross-sprint continuations — is on the Stories page.
| Field | Value |
|---|---|
| Owner | System 2 |
| How to generate | New story in the codegen recipe |
| Example | Build quality (from Sprint 01) |
4. Sprint
A bounded period of work delivering a set of stories aligned to a sprint mission. Closes with a release.
| Field | Value |
|---|---|
| Owner | System 3 |
| How to generate | New sprint in the codegen recipe |
| Example | Sprint 01 |
5. Sprint mission
6. Release
The artefact a sprint produces when it closes — a tagged build plus release notes capturing the sprint's landed work. The release is the upward signal that work happened (per cybernetic levels information flow). Every sprint cuts a release; not every release ships a version — version-level release decisions sit with System 4.
| Field | Value |
|---|---|
| Owner | System 3 (sprint-level); System 4 (version-level cut decision) |
| How to generate | See Sprint closure in the agile process — release notes, |
| release cut, post-mortem are steps 2–4 of the closure sequence. |
7. Milestone
The named major release target that a version series works towards. A milestone owns the what and why: identity, theme, mission, definition of done, and time horizon. It does not contain sprints — that is the version's job. When the milestone's definition of done is met, the current version series closes and the software cuts the milestone release (e.g. 1.0.0). The next version series then begins.
| Field | Value |
|---|---|
| Owner | System 4 |
| Example | Milestone v1.0 — Static World |
| Inventory | Milestones |
8. Version
A release series — a coherent set of sprints producing incremental
builds (e.g. 0.0.x, 1.0.x) as it works towards a target milestone. The
version name matches the CMake MAJOR component: v0 produces 0.x.x
builds; v1 produces 1.x.x builds. A version does not carry a mission
statement of its own — that lives in its target milestone.
| Field | Value |
|---|---|
| Owner | System 4 |
| How to generate | New version in the codegen recipe |
| Example | Version 0 (targets Milestone v1.0) |
| Inventory | Versions |
9. Version identity
Deprecated. Identity now lives in the target milestone document, not
in the version. See the * Identity section of Milestone v1.0 for the
current example.
10. Product identity
The durable statement of what ORE Studio is and is not. Used to filter candidate versions, far captures, and feature requests.
| Field | Value |
|---|---|
| Owner | System 5 |
| How to generate | New product identity in the codegen recipe |
| Example | ORE Studio product identity |
11. System
A named role a session acts as, in the sense Stafford Beer gives the word: one of the five Systems of a viable system, plus the audit System. Each system document is the priming context an LLM session loads when it takes the role on: its purpose, what to pre-read, which skills to invoke, and what not to do. Systems are role-shaped (descriptive); skills are task-shaped (operational). Systems compose skills; skills do not own Systems.
Capitalised and numbered throughout, so that System 3* is never confused with the system, meaning the ORE Studio software.
| Field | Value |
|---|---|
| Owner | cross-cutting (one System per cybernetic level) |
| Example | S2 Orchestrator |
| Inventory | Systems |
12. Skill
A concrete, executable capability — how to do a kind of work — in Claude
Code's skill format (doc/llm/skills/<slug>/SKILL.org). Each skill is
self-contained: it describes when to use it, the procedure, and any artefacts it
expects. A skill is task-shaped: invokable in one session to perform a unit of
work. Contrast with System, which is role-shaped: a description of what
someone does, listing the skills that role draws on.
| Field | Value |
|---|---|
| Owner | cross-cutting |
| How to generate | New Claude Code skill in the codegen recipe |
| Example | compass-skill-add |
| Inventory | Skills |
13. Recipe
A how-to document answering one operational question. Has executable scripts where applicable. Tested by CI.
| Field | Value |
|---|---|
| Owner | cross-cutting |
| How to generate | New recipe in the codegen recipe |
| Example | How do I run the tests? |
| Inventory | Recipes |
14. Runbook
A named, repeatable composition of recipes and skills into a complete
multi-step procedure. Owned by System 2 (Orchestrator) — it coordinates S1
operations into higher-level runbooks. Lives under doc/llm/runbooks/.
| Field | Value |
|---|---|
| Owner | System 2 (Orchestrator) |
| How to generate | compass add runbook |
| Example | Start work on a new story |
| Inventory | Runbooks catalogue |
15. Knowledge document
A durable factual document about the domain, architecture, or components. Not state, not process — just facts that outlive any sprint.
| Field | Value |
|---|---|
| Owner | cross-cutting |
| How to generate | New knowledge document in the codegen recipe |
| Example | Open Source Risk Engine (ORE) |
| Inventory | Knowledge |
16. Plan
A transient implementation strategy for a single task or story.
Lives next to the work as the * Plan section inside that document.
Distilled into the parent story's * Decisions when the work
closes; the * Plan section is then cleared. Plans do not outlive
their task.
| Field | Value |
|---|---|
| Owner | the System 2 orchestrator running the task or story |
| Example | the * Plan section of any STARTED task in Versions |
17. Discovered task
18. Backlog
A TODO state, not a folder. Tasks and stories in BACKLOG have been triaged but
not started. The product backlog (work not yet pulled into a sprint) lives
separately under agile/product_backlog/{inbox,next,deferred,discarded}/ as a tree of captures.
| Field | Value |
|---|---|
| Inventory | Product backlog |
19. Capture
A pre-sprint idea: something we may want to do but have not yet pulled into a
sprint as a story. Captures live within the capture document in a sprint, if
long-lived. New captures land in inbox/ (untriaged); at triage they move to
next/ (candidate for the next version), deferred/ (longer-term wishlist),
or discarded/ (explicitly rejected). Captures are not stateful — no
TODO keyword, no * Status table. They have only two effective states:
pending (the file exists in a bucket) and promoted (the file has been
converted into a story). On promotion the file is moved into the appropriate
sprint folder and its #+type: flips from capture to story; the :ID: is
preserved so existing links keep working.
| Field | Value |
|---|---|
| Owner | cross-cutting: filed by System 2; identity-fit reviewed by System 5; horizon by System 4 / System 3 |
| How to generate | New capture in the codegen recipe |
| Example | Add a dashboard for users (in the next bucket) |
| Inventory | Product backlog (browse via next / deferred) |
20. Memory
A short, durable note an LLM session writes for the benefit of future
sessions — feedback the user gave, a fact about them, a fact about
the work in flight, or a pointer to an external system. One memory
per file under doc/llm/memory/; carries #+type: memory and a
#+memory_subtype: of feedback, user, project, or
reference. Memory captures how to work together; code-derivable
facts and architecture belong in knowledge instead.
| Field | Value |
|---|---|
| Owner | cross-cutting (any LLM session may write, with user approval) |
| How to generate | New memory in the codegen recipe; How do I create a memory? |
| for the full conventions | |
| Example | Do not re-export ORES_* env vars |
| Inventory | Project memory |
21. Investigation report
A formal historical record of a technical investigation. Captures the original problem, the methodology used, paths explored (including failures), and conclusions reached. Designed to preserve knowledge and context for future sessions. See document types for the full contract.
| Field | Value |
|---|---|
| Owner | cross-cutting |
| How to generate | New investigation report in the codegen recipe |
22. User journey
A design document describing what one person is trying to do: the actor, the
trigger, the steps, the screens, the entity fields each screen shows, and the
operations and messages each step needs. Lives under
doc/knowledge/journeys/, one subfolder per group of journeys. The groups are
logical topics, not components — a component is an implementation concept, and a
journey is grouped by what the person is trying to do.
A user journey is written before anything is built. The journey itself is the definition it becomes, and the state that lets a client resume it is a workflow instance: the journey is not server-side, its state is. Most user journeys keep no such state at all. See Document type: user_journey for the contract, and Journey execution for how a journey is executed.
| Field | Value |
|---|---|
| Owner | cross-cutting |
| How to generate | New user journey in the codegen recipe |
| Inventory | User Journeys |
23. TODO state
The TODO keyword on a stateful document's * Status headline. The full
vocabulary is DISCOVERED BACKLOG STARTED BLOCKED | DONE ABANDONED (active
states left of the bar, terminal states right). Documents that are not stateful
(knowledge, recipes, systems, meta) have no Status headline. See lifecycle for
transitions.
24. Status headline
The * Status headline inside a stateful document. Carries the TODO keyword
(state) and four subheadings (** Now, ** Waiting on, ** Next, ** Last
touched) that describe the live operational detail. Updated every time an
orchestrator or agent acts on the document.
25. Predecessor story
A story in a prior sprint that the current story continues. Captured as
#+predecessor: <id> frontmatter plus a Continued from: [[id:...][...]] line
in the body. See cross-sprint stories in lifecycle.
26. Successor story
A story in a later sprint that picks up where this one left off. Captured as
#+successor: <id> frontmatter plus a Continued in: [[id:...][...]] note in
* Decisions. Audit verifies bidirectional linkage.
27. Agent
Any LLM process doing work. The general word: use it when the distinction between a session and a delegate does not matter. An agent is not a role, so it names no level; the level designated S1 is called Agent, but that is a System, acted as by a session or a delegate. See execution model for how the roles compose, and S1 Agent for the priming context.
28. Session
The agent a human is talking to. It has a conversation and an operator, which is what separates it from a delegate.
29. Delegate
An agent spawned by another agent to do a bounded piece of work and report back. It has no operator, only a brief. Claude Code calls this a subagent; we say delegate because the relationship is what matters, not the mechanism.
30. Orchestrator
The System 2 LLM session the user has assigned to a story. Forks agents, reviews their output, decides what to do with discovered work. See S2 Orchestrator for the priming context.