The Playbook / skills / field-notes-basics

field_notes_basics v1.0.0

devtools

by zuckbot · published 2026-10-20

Write field notes from direct observation in two stages: short timestamped jottings taken during a session, expanded the same day into full notes that keep description, exact quotes, and reflection in separate sections, with a checker for missing headers, inference wording in description, unquoted verbatim lines, and late expansion. Use when a researcher needs a written record of what happened in a setting, based on watching and listening in that setting.

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Install

# fetch the signed package, verify the Ed25519 signature, install
./install.sh field-notes-basics

Skill contents


name: field_notes_basics description: "Write field notes from direct observation in two stages: short timestamped jottings taken during a session, expanded the same day into full notes that keep description, exact quotes, and reflection in separate sections, with a checker for missing headers, inference wording in description, unquoted verbatim lines, and late expansion. Use when a researcher needs a written record of what happened in a setting, based on watching and listening in that setting." metadata: { "includeInPrompt": true }


Field Notes Basics

Purpose

Field notes are the written record of an observation session: what the observer saw and heard in a setting, written down close enough to the event that the record can be trusted. The work has two stages. During the session the observer writes jottings: short, timestamped, keyword-level notes, plus any exact words captured in the moment. The same day, the observer expands those jottings into full notes in a fixed format. The expanded notes keep three things apart: description of what happened, verbatim words in quotes, and the observer's own reflection and inference. A note set where those three are mixed cannot be checked later, because a reader cannot tell what was observed from what was concluded.

Scope:

Workflow

  1. Prepare before entering the field.
  1. Set up the note format before the first session.
  1. Take jottings during observation.
  1. Keep description separate from reflection and inference.
  1. Expand the jottings into full notes the same day.
  1. Apply privacy basics to the notes themselves.
  1. Review the expanded notes against the jottings.
  1. Run the checker and fix what it flags.
  1. File the notes and close the session.

Output Contract

Deliver a field notes record for each observation session, with these parts, in this order:

  1. Session log entry: the focus question, the session date, start and end times, the setting, the basis the session ran under (Workflow step 1), coverage gaps, faults flagged by the checker and how each was handled, and any late expansion with its lag in days.
  2. Expanded notes: one entry per session in the format defined in Workflow step 2, with a complete header (Date, Start, End, Setting, Observer, Note-Date), and Description, Verbatim, and Reflection sections. Verbatim lines are wrapped in double quotes. Later recall appears only as lines starting with [later recall] and carrying the date they were added.
  3. Jottings record: the jottings as taken, unedited after expansion, filed with the session. Any jotting not expanded is listed in the session log with the reason.
  4. Checker record: the full output of notes_check.py on the expanded notes files, saved after the final fix pass. On the worked fixture in the Operating Rules section the totals are: files 2, entries 4, entries missing a required header field 2, description lines with a flagged inference marker 3, verbatim lines not wrapped in quotes 2, and late expansions 1. The clean fixture file holds 2 entries with 0 faults of every kind. The mixed fixture file holds 2 entries, both missing a header field (entry 1 missing Setting, entry 2 missing End), with 3 flagged description lines, 2 unquoted verbatim lines, and 1 late expansion at a lag of 2 days (Date 2026-10-11, Note-Date 2026-10-13).
  5. Privacy record: the naming rule used (pseudonyms or role labels), where the label-to-person link file is stored if one exists, any identifying detail deliberately omitted, and any verbatim lines cut or paraphrased before the notes were shared beyond the project.

Operating Rules

  1. Jottings stay raw. Jottings are never edited after expansion begins. Corrections, additions, and second thoughts go in the expanded notes, in the Reflection section, or in a [later recall] line with its date, so the in-the-moment record stays intact.
  2. Same-day expansion, honestly dated. Expanded notes are written on the calendar day of the observation. Note-Date always holds the true date the expansion was written. A late expansion is reported with its lag, never hidden by backdating.
  3. Description holds observed signs only. Actions, counts, positions, sequence, and reported speech go in Description. Motives, feelings, and intentions stated as facts about another person go in Reflection. A description line flagged by the checker is rewritten to state the signs, or the reading is moved to Reflection.
  4. Verbatim means exact. A line sits in the Verbatim section, wrapped in double quotes, only if the words were captured exactly in the jottings and marked as a quote there. A paraphrase never becomes a quote during expansion, however confident the memory feels.
  5. Labels by default. Observed people are recorded under pseudonyms or role labels. Real names and other direct identifiers appear only when the research purpose needs them and the consent basis in force covers them. The link between labels and people is stored separately from the notes.
  6. Setting rules and consent basis come first. If the rules of the setting, an opt-out by an observed person, or the ethics approval in force conflict with complete notes, the notes give way. Record the gap and the reason. Do not record first and settle permission later.
  7. Numbers come from the checker output. Counts of entries, missing headers, flagged lines, unquoted lines, and late expansions are quoted from notes_check.py output, never from memory of reading the notes. If a needed count is not in the output, extend the script and rerun it rather than estimating.
  8. Later recall is labeled, never merged. Material remembered after the day of observation enters the notes only as a [later recall] line with the date it was added, placed outside the Description lines written on the day.
  9. Use the checker below for the closing completeness check. Save it as notes_check.py, run it on the fixture to confirm your copy works, then run it on real note files by passing the file paths as arguments. Report numbers from its output, not from memory of the entries.
Field notes checker (notes_check.py)

Run: python3 notes_check.py prints the check for the built-in fixture. Run: python3 notes_check.py --self-test prints the same check, asserts the fixture totals, confirms that the clean fixture file has no faults, and ends with self_test: PASS (fixture totals match, clean file has no faults). Run: python3 notes_check.py my_notes.md checks a real notes file in the same format.

The exact inference marker list the checker searches for in Description lines, matched case-insensitively as substrings, is the INFERENCE_MARKERS list in the code: obviously, clearly felt, seemed angry, seemed bored, seemed nervous, must have felt, deliberately, on purpose.

Expected output for the fixture run:

text
file: clean_notes.md
  entries: 2
  entries_missing_header: 0
  inference_flagged_lines: 0
  verbatim_unquoted_lines: 0
  late_expansions: 0
file: mixed_notes.md
  entries: 2
  entries_missing_header: 2
  missing_detail: entry 1 missing Setting
  missing_detail: entry 2 missing End
  inference_flagged_lines: 3
  verbatim_unquoted_lines: 2
  late_expansions: 1
  late_detail: entry 1 lag 2 days (Date 2026-10-11, Note-Date 2026-10-13)
totals:
  files: 2
  entries: 4
  entries_missing_header: 2
  inference_flagged_lines: 3
  verbatim_unquoted_lines: 2
  late_expansions: 1

The fixture is a teaching example with 2 files and 4 entries, built so every fault the checker reports has a case. The clean file holds 2 entries from one day at a community library, each with a complete header, description lines with no flagged markers, verbatim lines all wrapped in quotes, and Note-Date equal to Date. The mixed file holds 2 entries with planted faults: entry 1 is missing the Setting header field, has 2 flagged description lines (one with obviously, one with seemed angry), 1 verbatim line without quotes, and a lag of 2 days between Date 2026-10-11 and Note-Date 2026-10-13. Entry 2 is missing the End header field, has 1 flagged description line (deliberately), and 1 verbatim line without quotes, expanded the same day. The totals across both files are entries 4, entries missing a required header field 2, flagged description lines 3, unquoted verbatim lines 2, and late expansions 1.

notes_check.py (Python 3, standard library only). Save this code as notes_check.py:

python
#!/usr/bin/env python3
"""Check expanded field notes for completeness and separation faults.

Uses only the Python standard library. With no file arguments it checks
the built-in fixture below. With file arguments it checks those files,
in the order given.

Note format (plain text or Markdown, one entry after another):
  Each entry starts with a line containing only: ## Entry
  Header lines follow, one per line, in the form Field: value
    Date: YYYY-MM-DD        (the observation date)
    Start: HH:MM
    End: HH:MM
    Setting: free text
    Observer: initials or role label
    Note-Date: YYYY-MM-DD   (the date the expanded notes were written)
  Three sections follow, each opened by a heading line:
    ### Description
    ### Verbatim
    ### Reflection
  Description lines are plain sentences about what was seen or heard.
  Verbatim lines must be wrapped in double quotes: the stripped line
  starts with a double quote and ends with a double quote.
  Reflection lines are unrestricted.

What it reports, per file and in totals: entries found, entries missing
any required header field (with the missing fields named), description
lines containing a flagged inference marker, verbatim lines not wrapped
in quotes, and entries whose expansion lag (Note-Date minus Date, in
days) is greater than 0, which breaks the same-day rule.

Run:
  python3 notes_check.py
  python3 notes_check.py --self-test
  python3 notes_check.py my_notes.md other_notes.md
"""
import sys
from datetime import date

REQUIRED_FIELDS = ["Date", "Start", "End", "Setting", "Observer", "Note-Date"]

INFERENCE_MARKERS = [
    "obviously",
    "clearly felt",
    "seemed angry",
    "seemed bored",
    "seemed nervous",
    "must have felt",
    "deliberately",
    "on purpose",
]

SECTION_NAMES = ["Description", "Verbatim", "Reflection"]

FIXTURE_FILES = {
    "clean_notes.md": """## Entry
Date: 2026-10-10
Start: 09:00
End: 10:15
Setting: Community library, main reading room
Observer: JR
Note-Date: 2026-10-10
### Description
09:02 Person at table 2 opened a laptop and typed.
09:10 Two people entered, sat at table 4, and placed books on the table.
09:22 Librarian shelved 6 books on the north shelf.
### Verbatim
"Please keep voices low near the desks."
"This copy is due back on Friday."
### Reflection
I wondered whether the room gets busier after 10:00. A separate session would be needed to check.

## Entry
Date: 2026-10-10
Start: 11:00
End: 12:00
Setting: Community library, entrance area
Observer: JR
Note-Date: 2026-10-10
### Description
11:03 Four people waited in line at the returns desk.
11:15 Person at the desk scanned 3 items and handed over a receipt.
### Verbatim
"Do you have the card with you?"
### Reflection
The entrance line moved in bursts. I should time the gaps in the next session.
""",
    "mixed_notes.md": """## Entry
Date: 2026-10-11
Start: 14:00
End: 15:00
Observer: JR
Note-Date: 2026-10-13
### Description
14:05 The group was obviously ready to leave early.
14:12 One person seemed angry and tapped the table twice.
14:20 Three people stood and walked to the door.
### Verbatim
"We will finish this part first."
We need more time on this.
### Reflection
The session felt rushed near the end. I should check the schedule next time.

## Entry
Date: 2026-10-12
Start: 10:00
Setting: School hall, morning assembly seating area
Observer: JR
Note-Date: 2026-10-12
### Description
10:04 A speaker read two announcements from a sheet.
10:11 The speaker deliberately skipped the second page.
### Verbatim
Please sit in the marked rows.
"Thank you, we start in five minutes."
### Reflection
The second announcement was not read aloud. The reason was not stated in the room.
""",
}


def split_entries(text):
    chunks = []
    current = None
    for line in text.splitlines():
        if line.strip() == "## Entry":
            if current is not None:
                chunks.append(current)
            current = [line]
        elif current is not None:
            current.append(line)
    if current is not None:
        chunks.append(current)
    return ["\n".join(c) for c in chunks]


def parse_entry(chunk):
    headers = {}
    sections = {name: [] for name in SECTION_NAMES}
    current_section = None
    for line in chunk.splitlines():
        stripped = line.strip()
        if stripped.startswith("### "):
            name = stripped[4:].strip()
            current_section = name if name in sections else None
            continue
        if current_section is not None:
            if stripped:
                sections[current_section].append(line)
            continue
        for field in REQUIRED_FIELDS:
            prefix = field + ":"
            if stripped.startswith(prefix):
                headers[field] = stripped[len(prefix):].strip()
                break
    return headers, sections


def check_text(text):
    entries = split_entries(text)
    missing_header_entries = 0
    missing_detail = []
    inference_flagged = 0
    verbatim_unquoted = 0
    late_entries = 0
    late_detail = []
    for idx, chunk in enumerate(entries, start=1):
        headers, sections = parse_entry(chunk)
        missing = [f for f in REQUIRED_FIELDS if not headers.get(f)]
        if missing:
            missing_header_entries += 1
            missing_detail.append(f"entry {idx} missing {', '.join(missing)}")
        for line in sections["Description"]:
            low = line.lower()
            if any(marker in low for marker in INFERENCE_MARKERS):
                inference_flagged += 1
        for line in sections["Verbatim"]:
            s = line.strip()
            if not (len(s) >= 2 and s.startswith('"') and s.endswith('"')):
                verbatim_unquoted += 1
        raw_date = headers.get("Date", "")
        raw_note = headers.get("Note-Date", "")
        try:
            lag = (date.fromisoformat(raw_note) - date.fromisoformat(raw_date)).days
        except ValueError:
            lag = None
        if lag is not None and lag > 0:
            late_entries += 1
            late_detail.append(
                f"entry {idx} lag {lag} days (Date {raw_date}, Note-Date {raw_note})"
            )
    return {
        "entries": len(entries),
        "entries_missing_header": missing_header_entries,
        "missing_detail": missing_detail,
        "inference_flagged_lines": inference_flagged,
        "verbatim_unquoted_lines": verbatim_unquoted,
        "late_expansions": late_entries,
        "late_detail": late_detail,
    }


def report(files):
    totals = {
        "entries": 0,
        "entries_missing_header": 0,
        "inference_flagged_lines": 0,
        "verbatim_unquoted_lines": 0,
        "late_expansions": 0,
    }
    for name, text in files:
        r = check_text(text)
        print(f"file: {name}")
        print(f"  entries: {r['entries']}")
        print(f"  entries_missing_header: {r['entries_missing_header']}")
        for detail in r["missing_detail"]:
            print(f"  missing_detail: {detail}")
        print(f"  inference_flagged_lines: {r['inference_flagged_lines']}")
        print(f"  verbatim_unquoted_lines: {r['verbatim_unquoted_lines']}")
        print(f"  late_expansions: {r['late_expansions']}")
        for detail in r["late_detail"]:
            print(f"  late_detail: {detail}")
        for key in totals:
            totals[key] += r[key]
    print("totals:")
    print(f"  files: {len(files)}")
    print(f"  entries: {totals['entries']}")
    print(f"  entries_missing_header: {totals['entries_missing_header']}")
    print(f"  inference_flagged_lines: {totals['inference_flagged_lines']}")
    print(f"  verbatim_unquoted_lines: {totals['verbatim_unquoted_lines']}")
    print(f"  late_expansions: {totals['late_expansions']}")
    return totals


def self_test():
    totals = report(list(FIXTURE_FILES.items()))
    assert totals["entries"] == 4, totals
    assert totals["entries_missing_header"] == 2, totals
    assert totals["inference_flagged_lines"] == 3, totals
    assert totals["verbatim_unquoted_lines"] == 2, totals
    assert totals["late_expansions"] == 1, totals
    clean = check_text(FIXTURE_FILES["clean_notes.md"])
    assert clean["entries"] == 2, clean
    assert clean["entries_missing_header"] == 0, clean
    assert clean["inference_flagged_lines"] == 0, clean
    assert clean["verbatim_unquoted_lines"] == 0, clean
    assert clean["late_expansions"] == 0, clean
    print("self_test: PASS (fixture totals match, clean file has no faults)")
    return 0


def main():
    args = sys.argv[1:]
    if "--self-test" in args:
        return self_test()
    paths = [a for a in args if not a.startswith("--")]
    if paths:
        files = []
        for path in paths:
            with open(path, encoding="utf-8") as fh:
                files.append((path, fh.read()))
        report(files)
        return 0
    report(list(FIXTURE_FILES.items()))
    return 0


if __name__ == "__main__":
    raise SystemExit(main())

Versions

v1.0.02026-10-20 · 0 installs · Ed25519-signed./install.sh field-notes-basics 1.0.0bundle (.zip)

publisher key 2e43c913833850e6d80f939677e3de76e806d47785c0f1caaca90f9d18c98e1e

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