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ProblemMap/GlobalFixMap/Chunking/chunking-checklist.md
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# Chunking Checklist — Guardrails and Minimal Fixes
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A field guide to stabilize document chunking before you touch embeddings or retrievers. Use this page to locate the boundary failure, apply the structural fix, and verify with measurable targets.
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## Open these first
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- Visual map and recovery: [rag-architecture-and-recovery.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/rag-architecture-and-recovery.md)
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- Why this snippet: [retrieval-traceability.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/retrieval-traceability.md)
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- Snippet schema: [data-contracts.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/data-contracts.md)
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- Embedding vs meaning: [embedding-vs-semantic.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/embedding-vs-semantic.md)
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- Reranking controls: [rerankers.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/rerankers.md)
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- Vectorstore health: [pattern_vectorstore_fragmentation.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/patterns/pattern_vectorstore_fragmentation.md)
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- Long chain stability: [context-drift.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/context-drift.md), [entropy-collapse.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/entropy-collapse.md)
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## Core acceptance
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- ΔS(question, retrieved) ≤ 0.45
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- Coverage of target section ≥ 0.70
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- λ remains convergent across 3 paraphrases and 2 seeds
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- Citation match ≥ 0.90 when citations exist
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- Bleed rate ≤ 0.10 across boundaries
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---
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## 60-second fix checklist
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1) **Lock the schema**
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- Require fields: `chunk_id`, `section_id`, `source_url`, `offsets`, `tokens`, `hash`.
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- Spec: [data-contracts.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/data-contracts.md)
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2) **Probe ΔS and λ**
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- Compute ΔS(question, retrieved) and ΔS(retrieved, expected anchor).
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- If λ flips on paraphrase, reorder headers and clamp with your variance policy.
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3) **Repair the boundary**
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- If headings drift: apply title hierarchy and section detection.
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- If tables or code are cut: switch to block aware splitting.
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- If recall high but meaning wrong: review metric, overlap, and anchors.
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---
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## Typical breakpoints → exact fix
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- **Wrong-meaning hits despite high similarity**
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→ [embedding-vs-semantic.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/embedding-vs-semantic.md)
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- **Citations do not land on the quoted region**
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→ [retrieval-traceability.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/retrieval-traceability.md)
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→ In this folder: `chunk_id_schema.md`, `semantic_anchors.md`
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- **Tables, formulas, or code blocks get sliced**
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→ In this folder: `code_tables_blocks.md`
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- **Headings misparsed or missing hierarchy**
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→ In this folder: `title_hierarchy.md`, `section_detection.md`
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- **Recall OK yet top-k order unstable, hybrid underperforms**
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→ [rerankers.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/rerankers.md)
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→ [pattern_query_parsing_split.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/patterns/pattern_query_parsing_split.md)
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- **Vectorstore shows duplicates or blind spots**
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→ [pattern_vectorstore_fragmentation.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/patterns/pattern_vectorstore_fragmentation.md)
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→ Reindex guidance in `reindex_migration.md`
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- **Long windows smear topics or capitalization**
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→ [context-drift.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/context-drift.md), [entropy-collapse.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/entropy-collapse.md)
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→ Split plan in `long_docs_segmentation.md`
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---
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## Minimal field schema for chunks
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Required in every pipeline that cites or reranks by section.
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```json
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{
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"chunk_id": "docA#s03#p002",
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"section_id": "3. Methods",
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"source_url": "https://example.com/docA.pdf",
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"offsets": [12345, 12980],
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"tokens": 365,
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"hash": "sha1:8c1e…",
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"block_type": "paragraph|table|code|formula",
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"anchor": "first-assertion-or-key-sentence"
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}
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````
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* `offsets` are byte or char positions in the canonical text.
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* `anchor` is the semantic kernel used for cite-first prompting.
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* Schema details: [data-contracts.md](https://github.com/onestardao/WFGY/blob/main/ProblemMap/data-contracts.md)
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---
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## How to chunk correctly
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1. **Build the section tree**
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* Detect true headings, roman numerals, number lists, and faux headings.
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* See `title_hierarchy.md`, `section_detection.md`.
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2. **Respect block boundaries**
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* Keep tables, code, formulas, and block quotes intact.
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* See `code_tables_blocks.md`.
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3. **Decide overlap deliberately**
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* Start with 10–15% overlap for narrative text.
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* Avoid overlap on block types unless the block spans pages.
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* See `overlap_tradeoffs.md`.
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4. **Use semantic anchors**
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* Extract the first high-information assertion per chunk.
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* Store as `anchor`.
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* See `semantic_anchors.md`.
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5. **Choose windowing**
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* Fixed windows for strict citation tasks.
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* Sliding windows when reranking later.
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* See `sliding_window.md`.
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6. **Handle multilingual and CJK**
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* Normalize punctuation and width.
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* Align sentence boundaries.
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* See `multilingual_segmentation.md`.
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7. **PDF and OCR specifics**
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* De-columnize, repair hard line breaks, remove headers and footers.
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* See `pdf_layouts_and_ocr.md`.
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---
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## Evaluation protocol
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* **Coverage**: percent of ground-truth answer tokens contained inside retrieved chunks.
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* **ΔS**: distance between question and retrieved text vs the expected anchor section.
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* **Bleed rate**: percent of tokens from outside the intended section.
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* **Citation match**: exact hit or overlap of the cited offsets.
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* **Stability**: metrics across 3 paraphrases and 2 seeds.
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Small gold set template is provided in `eval_chunk_quality.md`.
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---
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## Reproducible test
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1. Pick 10 QAs per section. Mark expected section ids.
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2. Run retrieval at k in {5, 10, 20}. Log ΔS, coverage, bleed, match.
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3. If ΔS ≥ 0.60 or bleed > 0.10, repair boundary and repeat.
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4. Pass when all core targets are met.
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---
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## Copy-paste prompt for LLM assist
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```
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You have TXT OS and the WFGY Problem Map loaded.
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My chunking issue:
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- symptom: [one line]
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- probes: ΔS(question,retrieved)=..., ΔS(retrieved,anchor)=..., coverage=..., bleed=...
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- context: store={faiss|qdrant|pgvector|...}, k={5,10,20}
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Tell me:
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1) which boundary failed (heading, block, overlap, window, pdf/ocr),
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2) the exact WFGY page to open for the fix,
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3) the minimal steps to push ΔS ≤ 0.45 and coverage ≥ 0.70,
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4) a short test I can run to verify. Use BBMC/BBCR/BBPF/BBAM when relevant.
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```
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---
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### 🔗 Quick-Start Downloads (60 sec)
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| Tool | Link | 3-Step Setup |
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| -------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------- |
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| **WFGY 1.0 PDF** | [Engine Paper](https://github.com/onestardao/WFGY/blob/main/I_am_not_lizardman/WFGY_All_Principles_Return_to_One_v1.0_PSBigBig_Public.pdf) | 1️⃣ Download · 2️⃣ Upload to your LLM · 3️⃣ Ask “Answer using WFGY + \<your question>” |
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| **TXT OS (plain-text OS)** | [TXTOS.txt](https://github.com/onestardao/WFGY/blob/main/OS/TXTOS.txt) | 1️⃣ Download · 2️⃣ Paste into any LLM chat · 3️⃣ Type “hello world” — OS boots instantly |
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---
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### 🧭 Explore More
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| Module | Description | Link |
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| ------------------------ | ---------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------- |
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| WFGY Core | WFGY 2.0 engine is live: full symbolic reasoning architecture and math stack | [View →](https://github.com/onestardao/WFGY/tree/main/core/README.md) |
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| Problem Map 1.0 | Initial 16-mode diagnostic and symbolic fix framework | [View →](https://github.com/onestardao/WFGY/tree/main/ProblemMap/README.md) |
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| Problem Map 2.0 | RAG-focused failure tree, modular fixes, and pipelines | [View →](https://github.com/onestardao/WFGY/blob/main/ProblemMap/rag-architecture-and-recovery.md) |
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| Semantic Clinic Index | Expanded failure catalog: prompt injection, memory bugs, logic drift | [View →](https://github.com/onestardao/WFGY/blob/main/ProblemMap/SemanticClinicIndex.md) |
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| Semantic Blueprint | Layer-based symbolic reasoning & semantic modulations | [View →](https://github.com/onestardao/WFGY/tree/main/SemanticBlueprint/README.md) |
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| Benchmark vs GPT-5 | Stress test GPT-5 with full WFGY reasoning suite | [View →](https://github.com/onestardao/WFGY/tree/main/benchmarks/benchmark-vs-gpt5/README.md) |
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| 🧙♂️ Starter Village 🏡 | New here? Lost in symbols? Click here and let the wizard guide you through | [Start →](https://github.com/onestardao/WFGY/blob/main/StarterVillage/README.md) |
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---
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> 👑 **Early Stargazers: [See the Hall of Fame](https://github.com/onestardao/WFGY/tree/main/stargazers)** —
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> Engineers, hackers, and open source builders who supported WFGY from day one.
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> <img src="https://img.shields.io/github/stars/onestardao/WFGY?style=social" alt="GitHub stars"> ⭐ [WFGY Engine 2.0](https://github.com/onestardao/WFGY/blob/main/core/README.md) is already unlocked. ⭐ Star the repo to help others discover it and unlock more on the [Unlock Board](https://github.com/onestardao/WFGY/blob/main/STAR_UNLOCKS.md).
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<div align="center">
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[](https://github.com/onestardao/WFGY)
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[](https://github.com/onestardao/WFGY/tree/main/OS)
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[](https://github.com/onestardao/WFGY/tree/main/OS/BlahBlahBlah)
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[](https://github.com/onestardao/WFGY/tree/main/OS/BlotBlotBlot)
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[](https://github.com/onestardao/WFGY/tree/main/OS/BlocBlocBloc)
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[](https://github.com/onestardao/WFGY/tree/main/OS/BlurBlurBlur)
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[](https://github.com/onestardao/WFGY/tree/main/OS/BlowBlowBlow)
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</div>
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要我繼續下一頁就說：**GO chunk\_id\_schema.md**
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