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Theory & Concepts

This section contains the theoretical foundations, formal mathematical models, and epistemological justifications for Episteme.

Purpose

These documents answer why architectural choices were made and what mathematical and metatheoretical models govern theory graph construction. They are written for researchers, reviewers, and scientific data scientists who need to understand the formal underpinnings of the system.

For software implementation and engineering details, refer to the System Architecture and Pipeline Architecture.


Epistemic & Theoretical Foundations

From Knowledge Graphs to Theory Graphs

Conceptual distinction between traditional factual knowledge graphs and dialectical theory graphs, explaining why standard entity-relation extraction fails for contested scientific claims. Key topics: Epistemic attribution, truth pluralism, dialectical edges, non-factual contestation.

Epistemology & Wissenschaftstheorie

Metatheoretical and philosophical criteria governing scientific progress, empirical creativity, and dialectical evaluation. Synthesizes Gerhard Schurz’s theory statics, Imre Lakatos’ research programmes, and Paul Thagard’s explanatory coherence. Key topics: Duhem-Quine holism, non-factorizable homogeneity, Degeneration Index, TEC/ECHO, anti-presentism.

Assumptions & Limitations

Rigorous documentation of foundational epistemic assumptions, technical scalability constraints, model biases, and methodological boundaries of the pipeline. Key topics: Textual theory representation, LLM competence bounds, compositional hierarchy, scalability constraints.


Formal Models & Mathematical Foundations

Formal Graph Schema (TheoryNet)

Canonical mathematical specification of the Theory Graph multigraph isomorphic to logical TheoryNet representations. Establishes the three-layer ontology, gradual argumentation semantics, and Sneedian structuralist model triads. Key topics: Multigraph isomorphism, Layer 1–3 ontology, QBAF gradual semantics, DL-LiteR super-roles, mapping laws (Zuordnungsgesetze), uniform spaces, admissible blurs.

Epistemic Grounding & Dense Alignment

Formal mathematical model for grounding raw textual assertions into unified ontological entities across heterogeneous literature. Key topics: Heterogeneous Information Networks (HIN), symmetrical context envelopes, dual-space bi/cross-encoder alignment, two-stage centroid entity maturation.

Theory-Nets, Posets & Topologies

Structural and topological analysis of intra-theory and inter-theory knowledge networks. Formulates theory evolution as partially ordered sets (posets) and provides multi-scale community detection. Key topics: Bourbaki structure species, Theory-Trees, horizontal constraints, Theory-Holons, Hierarchical Leiden clustering, topological centrality.

Theory Metrics Subsystem

Formal specification of the 5-pillar mathematical evaluation suite for measuring the structural, coherence, empirical, dynamic, and metatheoretical quality of constructed theory graphs. Key topics: Structural topology, epistemic coherence, empirical power, theory dynamics, metatheoretical framework.


Cognitive Context & Stateful Memory

Episodic Working Memory

Theoretical architecture for preserving conversational and epistemic context across sequential document chunks during extraction without quadratic token overhead. Key topics: Dual-memory architecture, chapter outline coordinates, decoupled state machine, boundary-based episodic eviction.


Reference & Terminology

Glossary

Authoritative bilingual reference defining core technical, graph-theoretic, and epistemological terms with complete academic citations and anchors. Key topics: Epistemic terminology, structuralist taxonomy, graph metrics, formal concepts.


Document Category Primary Focus Key Frameworks & Concepts
KG vs Theory Graphs Epistemic Foundations Factual vs. dialectical representation Epistemic attribution, truth pluralism
Epistemology Epistemic Foundations Criteria for scientific progress Schurz, Lakatos, Thagard
Assumptions & Limitations Epistemic Foundations Boundary conditions & constraints Methodological & model bounds
Formal Graph Schema Formal Models Complete TheoryNet specification Multigraph isomorphism, \(L1\text{--}L3\), QBAF, Sneed
Dense Alignment Formal Models Coordinate grounding & entity linking HIN, Bi/Cross-Encoders, Centroid maturation
Theory-Nets & Topologies Formal Models Posets, trees, and community detection Bourbaki species, Theory-Holons, Leiden
Theory Metrics Subsystem Formal Models Quantitative theory evaluation 5-pillar epistemic metrics
Episodic Working Memory Cognitive Context Chunk-to-chunk context tracking Dual-memory, outline coordinates, eviction
Glossary Reference Bilingual terminology & citations Canonical philosophical & formal terms