{"schema_version":1,"experiment_id":"eoa_inverse_innovation_exp09_archetype_breadth150_20260804","research_id":"eoa_inverse_innovation_exp09_light_prior_art_20260804","cell_id":"authority_mentor_relationship_anchoring__computer_science","search_lanes":{"direct_problem_and_intervention":{"queries":["site:sre.google \"Being On-Call\" shadow reverse shadow","software incident response mentorship new on-call engineers shadowing debrief"],"source_ids":["SRC1","SRC2"],"no_result_note":null},"synonyms_and_historical_terms":{"queries":["SRE apprenticeship cognitive apprenticeship incident management tacit knowledge","operations engineer on-call onboarding pairing shadowing incident commander","site:eric.ed.gov ED284181 Cognitive Apprenticeship Teaching Crafts Reading Writing Mathematics"],"source_ids":["SRC1","SRC4"],"no_result_note":null},"products_practices_and_standards":{"queries":["PagerDuty on-call training shadowing new responders incident response","site:nist.gov incident response training exercises standard","Google SRE onboarding shadow reverse shadow on-call training"],"source_ids":["SRC1","SRC2","SRC3"],"no_result_note":null},"component_combination":{"queries":["incident response tabletop exercise mentor debrief progressive autonomy second opinion","on-call engineer shadowing psychological safety blameless escalation uncertainty","software on-call onboarding shadowing reverse shadowing mentor incident response"],"source_ids":["SRC1","SRC2","SRC3","SRC4"],"no_result_note":null}},"sources":[{"source_id":"SRC1","title":"Accelerating SREs to On-Call and Beyond","publisher":"Google Site Reliability Engineering","url":"https://sre.google/sre-book/accelerating-sre-on-call/","source_type":"FIRST_PARTY_PRODUCT","claims_supported":["Google identifies strict reliance on procedures, checklists, and playbooks as an on-call training anti-pattern and says responders must improvise when standard procedures break down.","Established practices include incident role-playing, realistic contained breakages, shadowing experienced on-call responders, post-incident review of reasoning, exposure to multiple responders, reverse shadowing, and readiness gates.","This closely anticipates the proposal's situated modeling, debriefing, coached practice, progressive autonomy, and transfer beyond documentation."]},{"source_id":"SRC2","title":"Building On-Call Culture","publisher":"PagerDuty","url":"https://goingoncall.pagerduty.com/culture/","source_type":"FIRST_PARTY_PRODUCT","claims_supported":["PagerDuty describes psychological safety, empathy, supportive management, and freedom from reprisal as important to effective on-call decision-making.","Its onboarding guidance recommends listen-only shadow rotations followed by scheduled discussion with the responder to answer the learner's questions.","It also recommends defined cross-team escalation and centralized incident-command decisions."]},{"source_id":"SRC3","title":"SP 800-84: Guide to Test, Training, and Exercise Programs for IT Plans and Capabilities","publisher":"National Institute of Standards and Technology","url":"https://csrc.nist.gov/pubs/sp/800/84/final","source_type":"OFFICIAL_GUIDANCE","claims_supported":["NIST provides official guidance for designing, developing, conducting, and evaluating test, training, and exercise events for adverse IT situations.","The guidance supports a bounded, non-production exercise as an appropriate first test of incident-response preparedness and mechanisms."]},{"source_id":"SRC4","title":"Cognitive Apprenticeship: Teaching the Craft of Reading, Writing, and Mathematics","publisher":"University of Illinois Center for the Study of Reading","url":"https://files.eric.ed.gov/fulltext/ED284181.pdf","source_type":"PRIMARY_RESEARCH","claims_supported":["The foundational cognitive-apprenticeship report addresses expertise that remains invisible under abstract or formulaic instruction.","It describes observation, expert modeling, coaching, scaffolding, reflection, articulation of tacit processes, fading support, and practice across varied contexts.","This substantially anticipates the proposal's mechanism of making situated expert judgment observable and progressively transferring it to a learner."]}],"problem_evidence":{"status":"SUPPORTED","finding":"The problem is directly visible in established SRE practice. Google warns against training strictly through playbooks, states that responders must improvise when procedures fail, and uses realistic exercises, shadowing, reasoning review, and reverse shadowing before independent on-call work. PagerDuty likewise treats psychological safety, shadowing, questioning, and escalation knowledge as onboarding requirements. The sources establish the problem and practice response, although they do not quantify prevalence or incident impact among new engineers.","source_ids":["SRC1","SRC2","SRC4"]},"closest_prior_art":[{"name":"Google SRE staged on-call apprenticeship","source_ids":["SRC1"],"overlap":"Combines documentation with disaster simulations, contained realistic failures, observation of experienced responders, post-incident reasoning review, exposure to multiple responders, reverse shadowing, support during trainee ownership, and an explicit readiness milestone.","remaining_difference":"The source does not specify a mentor separated from performance-rating authority, confidential reassignment, a designated second-opinion mentor, or a protocol explicitly separating shared norms from mentor-specific style."},{"name":"PagerDuty shadow-on-call onboarding and safety culture","source_ids":["SRC2"],"overlap":"Combines psychological safety, listen-only incident shadowing, post-incident questioning, team support, escalation knowledge, and centralized incident-command authority.","remaining_difference":"It does not describe the proposal's full sequence of narrated replay, joint simulation, independent transfer cases, alternate mentor, graduation criteria, and anti-dependency measures."},{"name":"Cognitive apprenticeship","source_ids":["SRC4"],"overlap":"Provides the proposal's principal learning mechanics: exposing tacit expert cognition, modeling, coaching, scaffolding, reflection, articulation, varied practice, and fading support toward autonomy.","remaining_difference":"It is a general learning framework rather than a software-incident mentorship program and does not require the proposal's consent, evaluation-separation, confidentiality, reassignment, or operational-authority safeguards."},{"name":"NIST test, training, and exercise programs","source_ids":["SRC3"],"overlap":"Establishes bounded IT exercises with planned design and evaluation as an existing preparedness practice.","remaining_difference":"It does not prescribe a continuing mentor relationship or test relational internalization of incident-response norms."}],"prior_art_disposition":"SUBSTANTIAL_COLLISION","contrastive_claim_remaining":"Beyond established SRE shadowing, reverse shadowing, simulations, reasoning debriefs, and cognitive-apprenticeship methods, adding a non-evaluative primary mentor, explicit norm-versus-style dialogue, confidential second-opinion mentor, reassignment and exit rights, and anti-dependency graduation criteria will improve performance on unseen ambiguous incident cases without increasing deference or approval-seeking.","contrastive_claim_falsifier":"The residual claim is falsified if an equal-content comparison against ordinary shadow/reverse-shadow onboarding shows no added improvement in blinded scores for uncertainty disclosure, reversible-action reasoning, blast-radius containment, escalation thresholds, and norm-versus-style discrimination; or if the added relationship structure increases approval-seeking, reluctance to disagree, dependency, or perceived inability to exit.","gates":{"adequate_source_search":{"status":"PASS","rationale":"The bounded search covered the direct intervention, older cognitive-apprenticeship terminology, first-party SRE and on-call practices, official exercise guidance, and combinations of shadowing, debrief, psychological safety, simulation, and progressive autonomy. Four opened sources from four publishers include first-party, official, and primary-research material.","source_ids":["SRC1","SRC2","SRC3","SRC4"]},"supported_problem":{"status":"PASS","rationale":"Established SRE guidance explicitly identifies the limits of procedure-only training and uses situated supervised learning to develop on-call judgment; PagerDuty independently documents shadowing, questioning, safety, and escalation practices.","source_ids":["SRC1","SRC2","SRC4"]},"distinct_testable_claim":{"status":"PASS","rationale":"A narrow incremental claim remains for the complete safeguard package relative to ordinary shadow/reverse-shadow onboarding, with measurable judgment and autonomy outcomes. The broader mentorship mechanism itself is not distinct.","source_ids":["SRC1","SRC2","SRC4"]},"bounded_next_test":{"status":"PASS","rationale":"A sanitized retrospective pilot can compare the full safeguard package with equal-content ordinary shadowing or expert walkthroughs, then use blinded scoring on unseen transfer cases and separate autonomy and safety reports. No production privileges or live-system changes are required.","source_ids":["SRC1","SRC2","SRC3","SRC4"]},"no_obvious_safety_or_authority_stop":{"status":"PASS","rationale":"The first test can use sanitized cases under existing training authority while keeping live incident command, production access, mitigation, credentialing, and employment evaluation outside mentor control. Confidentiality, retaliation, dependency, and data leakage require the proposed halt rules but do not stop the bounded exercise.","source_ids":["SRC1","SRC2","SRC3"]}},"screen_survival":false,"world_novelty_boundary":"This bounded public-web screen found substantial prior art for the proposal's central problem and instructional mechanism. It did not find the entire safeguard package in one opened source, but that absence cannot establish world novelty, patentability, market size, expert acceptance, realized value, or the absence of unsearched internal programs, publications, products, standards, or patents."}