Create tokenization_and_casing.md

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+# Tokenization and Casing — Guardrails for Embedding Stability
+
+A focused guide to remove silent drift caused by mismatched tokenization, casing, and text cleanup. Use this to align query-time and index-time preprocessing, then verify with measurable targets.
+
+## Open these first
+- Visual map and recovery: [RAG Architecture & Recovery](https://github.com/onestardao/WFGY/blob/main/ProblemMap/rag-architecture-and-recovery.md)
+- End to end retrieval knobs: [Retrieval Playbook](https://github.com/onestardao/WFGY/blob/main/ProblemMap/retrieval-playbook.md)
+- Why this snippet (traceability schema): [Retrieval Traceability](https://github.com/onestardao/WFGY/blob/main/ProblemMap/retrieval-traceability.md)
+- Embedding vs meaning: [Embedding ≠ Semantic](https://github.com/onestardao/WFGY/blob/main/ProblemMap/embedding-vs-semantic.md)
+- Payload schema for audits: [Data Contracts](https://github.com/onestardao/WFGY/blob/main/ProblemMap/data-contracts.md)
+- Query split and hybrid failures: [Pattern: Query Parsing Split](https://github.com/onestardao/WFGY/blob/main/ProblemMap/patterns/pattern_query_parsing_split.md)
+- Reranking and ordering control: [Rerankers](https://github.com/onestardao/WFGY/blob/main/ProblemMap/rerankers.md)
+- Related: normalization and length scaling: [Normalization & Scaling](https://github.com/onestardao/WFGY/blob/main/ProblemMap/GlobalFixMap/Embeddings/normalization_and_scaling.md)
+
+## When to use this page
+- High similarity yet wrong meaning after a casing change.
+- Same document retrieved for lowercase but not for Title Case.
+- Index built with a different tokenizer than the client.
+- Unicode variants or punctuation collapse changes results.
+- Hybrid retrieval recalls but top-k order flips between runs.
+
+## Acceptance targets
+- ΔS(question, retrieved) ≤ 0.45 on three paraphrases.
+- Coverage of the correct section ≥ 0.70.
+- λ remains convergent across two seeds.
+- Tokenization invariance check: replacing case or applying Unicode NFC does not move the top anchor beyond rank 3 and keeps ΔS shift ≤ 0.10.
+
+---
+
+## Map symptoms → exact fix
+
+- Wrong-meaning hits only when case changes  
+  → Lock a single case policy and tokenizer in both paths. Verify with [Retrieval Traceability](https://github.com/onestardao/WFGY/blob/main/ProblemMap/retrieval-traceability.md) and enforce with [Data Contracts](https://github.com/onestardao/WFGY/blob/main/ProblemMap/data-contracts.md).
+
+- HyDE or BM25 path finds it, embedding path misses it  
+  → Audit query preprocessing vs index preprocessing. If different, unify and retest. See [Retrieval Playbook](https://github.com/onestardao/WFGY/blob/main/ProblemMap/retrieval-playbook.md) and [Pattern: Query Parsing Split](https://github.com/onestardao/WFGY/blob/main/ProblemMap/patterns/pattern_query_parsing_split.md).
+
+- Unicode look-alikes or punctuation variants break recall  
+  → Normalize to NFC and collapse zero-width characters at both index and query. Re-embed affected shards. Cross check with [Embedding ≠ Semantic](https://github.com/onestardao/WFGY/blob/main/ProblemMap/embedding-vs-semantic.md).
+
+- Order flips across runs after a client upgrade  
+  → Version the tokenizer and preprocessing in the snippet payload. If versions mismatch, rebuild or add a translation shim. Enforce with [Data Contracts](https://github.com/onestardao/WFGY/blob/main/ProblemMap/data-contracts.md).
+
+---
+
+## 60-second fix checklist
+
+1) **Freeze the tokenizer and case policy**
+   - Choose one tokenizer build and one case policy: `lower`, `preserve`, or `smart`.  
+   - Record both in the contract:  
+     `{"tokenizer":"spm-1.2.3","tokenizer_hash":"...","case_policy":"lower"}`.
+
+2) **Normalize before tokenization**
+   - Apply Unicode NFC, collapse repeated whitespace, remove zero-width, standardize quotes and dashes.  
+   - Apply the same rules to both index and query.
+
+3) **Keep segmentation symmetric**
+   - If you split code identifiers (camelCase, snake_case), do it in both paths.  
+   - If you strip stopwords or punctuation, do it in both paths. Prefer not to strip unless you must.
+
+4) **Log and test invariance**
+   - Run a three-paraphrase probe per query: original, lowercased, and NFC-normalized.  
+   - Accept only if the anchor section remains within top 3 and ΔS shift ≤ 0.10.
+
+5) **Add a rerank safety net**
+   - If invariance is hard to reach, add a lexical or cross-encoder rerank after vector recall. See [Rerankers](https://github.com/onestardao/WFGY/blob/main/ProblemMap/rerankers.md).
+
+---
+
+## Contract fields to add
+
+Add these to every snippet and to the query audit log. Use them during triage.
+
+```json
+{
+  "preproc_version": "v3",
+  "unicode_norm": "NFC",
+  "case_policy": "lower",
+  "punctuation_policy": "keep",
+  "identifier_split": "camel+snake",
+  "tokenizer": "spm-1.2.3",
+  "tokenizer_hash": "sha256:...",
+  "ngram": "none"
+}
+````
+
+---
+
+## Repro suite
+
+* **Case flip test**
+  Query A vs lowercase(A). Accept if ΔS shift ≤ 0.10 and anchor rank ≤ 3.
+
+* **Unicode fold test**
+  Replace curly quotes with straight quotes, normalize to NFC. Accept if ranks stable.
+
+* **Tokenizer skew test**
+  Run the same query through client and index tokenizers and compare token ids. Any mismatch is a fail that requires rebuild or a client shim.
+
+---
+
+## Copy-paste prompt for LLM triage
+
+```
+I uploaded TXT OS and the WFGY Problem Map.
+
+My embedding issue:
+- symptom: wrong top-k only when casing or unicode changes
+- traces: ΔS(question,retrieved)=..., anchor=..., tokenizer=..., case_policy=...
+
+Tell me:
+1) which layer is failing and why,
+2) which WFGY page to open,
+3) the minimal steps to align tokenization and casing,
+4) how to verify with a three-paraphrase probe.
+Use Data Contracts and Rerankers if needed.
+```
+
+---
+
+### 🔗 Quick-Start Downloads (60 sec)
+
+| Tool                       | Link                                                                                                                                       | 3-Step Setup                                                                             |
+| -------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------- |
+| **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>”   |
+| **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 |
+
+---
+
+### 🧭 Explore More
+
+| Module                   | Description                                                                  | Link                                                                                               |
+| ------------------------ | ---------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------- |
+| 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)                              |
+| Problem Map 1.0          | Initial 16-mode diagnostic and symbolic fix framework                        | [View →](https://github.com/onestardao/WFGY/tree/main/ProblemMap/README.md)                        |
+| 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) |
+| Semantic Clinic Index    | Expanded failure catalog: prompt injection, memory bugs, logic drift         | [View →](https://github.com/onestardao/WFGY/blob/main/ProblemMap/SemanticClinicIndex.md)           |
+| Semantic Blueprint       | Layer-based symbolic reasoning & semantic modulations                        | [View →](https://github.com/onestardao/WFGY/tree/main/SemanticBlueprint/README.md)                 |
+| 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)      |
+| 🧙‍♂️ 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)                   |
+
+---
+
+> 👑 **Early Stargazers: [See the Hall of Fame](https://github.com/onestardao/WFGY/tree/main/stargazers)** —
+> Engineers, hackers, and open source builders who supported WFGY from day one.
+
+> <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).
+
+<div align="center">
+
+[![WFGY Main](https://img.shields.io/badge/WFGY-Main-red?style=flat-square)](https://github.com/onestardao/WFGY)
+ 
+[![TXT OS](https://img.shields.io/badge/TXT%20OS-Reasoning%20OS-orange?style=flat-square)](https://github.com/onestardao/WFGY/tree/main/OS)
+ 
+[![Blah](https://img.shields.io/badge/Blah-Semantic%20Embed-yellow?style=flat-square)](https://github.com/onestardao/WFGY/tree/main/OS/BlahBlahBlah)
+ 
+[![Blot](https://img.shields.io/badge/Blot-Persona%20Core-green?style=flat-square)](https://github.com/onestardao/WFGY/tree/main/OS/BlotBlotBlot)
+ 
+[![Bloc](https://img.shields.io/badge/Bloc-Reasoning%20Compiler-blue?style=flat-square)](https://github.com/onestardao/WFGY/tree/main/OS/BlocBlocBloc)
+ 
+[![Blur](https://img.shields.io/badge/Blur-Text2Image%20Engine-navy?style=flat-square)](https://github.com/onestardao/WFGY/tree/main/OS/BlurBlurBlur)
+ 
+[![Blow](https://img.shields.io/badge/Blow-Game%20Logic-purple?style=flat-square)](https://github.com/onestardao/WFGY/tree/main/OS/BlowBlowBlow)
+ 
+
+</div>