TA_IA.csv

Phase,Goal,Subgoal,Required capacity,human*,agent,agent*,human,Obs,Pred,Dir,TA1 Performer Role,TA1 supporter role,TA2 performer role,TA2 supporter role
1,Become familiar with dataset,Import and organize data,"Data ingestion, file management, metadata handling",green,green,green,yellow,"Show files, metadata, import errors","Preview organization rules","Rename, reorder, exclude, approve","Human validates corpus","Agent imports/organizes","Agent imports/organizes","Human validates"
1,Become familiar with dataset,Read/listen iteratively,"Sustained attention, comprehension, memory encoding",green,yellow,yellow,orange,"Show summaries with source excerpts","Indicate summarization limits","Request full context/rereading","Human reads interpretively","Agent summarizes/retrieves","Agent pre-reads/summarizes","Human verifies"
1,Become familiar with dataset,Identify initial impressions,"Salience detection, contextual interpretation",green,yellow,yellow,yellow,"Show flagged patterns and evidence","Indicate salience criteria","Accept, reject, annotate","Human interprets salience","Agent surfaces patterns","Agent suggests impressions","Human validates"
1,Become familiar with dataset,Record analytic notes,"Annotation, externalization, note linkage",green,green,yellow,green,"Show note-excerpt links","Mark generated vs human notes","Edit, unlink, relink, delete","Human writes notes","Agent links/organizes","Agent drafts notes","Human edits"
1,Become familiar with dataset,Track curiosities/questions,"Reflexivity, uncertainty management, hypothesis generation",green,yellow,orange,green,"Show question history","Indicate reminder triggers","Prioritize, archive, refocus","Human formulates questions","Agent tracks/reminds","Agent suggests questions","Human judges"
2,Generate initial codes,Segment excerpts,"Boundary detection, semantic chunking",green,green,green,yellow,"Show suggested boundaries","Indicate segmentation logic","Resize, split, merge, override","Human defines segments","Agent suggests boundaries","Agent segments","Human verifies"
2,Generate initial codes,Assign labels,"Categorization, abstraction, linguistic representation",green,green,yellow,green,"Show label candidates and sources","Flag uncertain labels","Choose, edit, create code","Human codes","Agent suggests labels","Agent draft-codes","Human validates"
2,Generate initial codes,Maintain coding granularity,"Working memory, comparative judgment",yellow,green,yellow,yellow,"Show granularity drift","Explain consistency rule","Set/lock rules","Human monitors granularity","Agent detects drift","Agent standardizes","Human resolves"
2,Generate initial codes,Detect redundant codes,"Similarity estimation, pattern comparison",yellow,green,green,yellow,"Show overlap map","Preview affected excerpts","Merge, keep separate, reverse","Human judges redundancy","Agent detects similarity","Agent detects/merges candidates","Human approves"
2,Generate initial codes,Record coding rationale,"Explainability, traceability, epistemic justification",green,green,orange,green,"Show rationale-code links","Flag weak/generated rationale","Edit, rewrite, confirm","Human justifies codes","Agent documents rationale","Agent drafts rationale","Human supplies justification"
3,Construct candidate themes,Group related codes,"Clustering, semantic synthesis",green,green,green,yellow,"Show clusters and evidence","Explain clustering basis","Move codes/groups","Human groups conceptually","Agent clusters","Agent clusters","Human validates"
3,Construct candidate themes,Identify code relationships,"Relational reasoning, conceptual integration",green,yellow,yellow,green,"Show relationship graph","Label relation type","Confirm, edit, remove links","Human interprets relations","Agent suggests links","Agent maps relations","Human validates"
3,Construct candidate themes,Distinguish central/peripheral concepts,"Prioritization, abstraction",green,yellow,orange,green,"Show frequency/coverage","Clarify ranking criteria","Promote, demote, exclude","Human prioritizes","Agent shows coverage","Agent ranks concepts","Human judges"
3,Construct candidate themes,Identify contradictions/tensions,"Deviance detection, ambiguity tolerance",green,green,yellow,green,"Show contradictory excerpts","Indicate uncertainty","Mark, reject, reframe tension","Human interprets tensions","Agent surfaces deviant cases","Agent detects contradictions","Human evaluates"
3,Construct candidate themes,Generate thematic structure,"Hierarchical organization, systems thinking",green,green,yellow,green,"Show theme hierarchy/evidence","Preview thematic consequences","Select, edit, restructure","Human builds structure","Agent proposes alternatives","Agent drafts structure","Human revises"
4,Review/refine themes,Verify coherence,"Internal consistency assessment",green,green,yellow,green,"Show within-theme variance","Flag weak coherence","Request checks, override","Human assesses coherence","Agent checks consistency","Agent tests coherence","Human interprets"
4,Review/refine themes,Compare themes to dataset,"Evidence tracing, dataset retrieval",yellow,green,green,yellow,"Show coverage/gaps","Indicate retrieval completeness","Request more data/recheck","Human audits evidence","Agent retrieves excerpts","Agent compares at scale","Human reviews"
4,Review/refine themes,Merge/split/discard themes,"Decision-making, restructuring",green,yellow,orange,green,"Show proposed changes","Preview before/after impact","Approve, reject, undo","Human decides restructuring","Agent suggests restructuring","Agent proposes changes","Human approves"
4,Review/refine themes,Identify weak themes,"Gap detection, critical appraisal",green,green,yellow,green,"Show weak evidence alerts","Predict reporting risk","Investigate, refine, mark acceptable","Human critiques coverage","Agent identifies gaps","Agent detects weak support","Human evaluates"
4,Review/refine themes,Reassess coding adequacy,"Recursive reasoning, audit capability",green,yellow,orange,green,"Show audit trail","Preview recoding needs","Recode, request audit, approve","Human reassesses coding","Agent flags inconsistencies","Agent audits coding","Human decides"
5,Define/name themes,Articulate thematic essence,"Conceptual articulation, synthesis",green,yellow,orange,green,"Show formulation and evidence","Mark abstraction level","Rewrite, approve","Human articulates essence","Agent drafts formulations","Agent drafts essence","Human validates"
5,Define/name themes,Clarify boundaries,"Differentiation, conceptual precision",green,yellow,orange,green,"Show overlaps and edge cases","Predict confusion points","Define inclusion/exclusion rules","Human defines boundaries","Agent compares overlaps","Agent proposes boundaries","Human resolves"
5,Define/name themes,Select supporting excerpts,"Evidence selection, representativeness judgment",green,green,green,yellow,"Show excerpt provenance","Rank representativeness","Choose, replace, exclude","Human selects excerpts","Agent retrieves candidates","Agent selects candidates","Human validates"
5,Define/name themes,Name themes,"Linguistic abstraction, communication",green,yellow,yellow,green,"Show name alternatives","Explain naming logic","Rename, select, edit","Human names themes","Agent suggests names","Agent proposes names","Human refines"
5,Define/name themes,Align themes with RQ,"Goal alignment, theoretical sensitivity",green,yellow,red,green,"Show RQ-theme mapping","Flag misalignment risk","Reframe theme/RQ","Human ensures alignment","Agent checks coverage","Agent flags possible alignment","Human determines"
6,Produce report,Integrate narrative,"Narrative construction, synthesis",green,yellow,orange,green,"Show outline/evidence links","Preview argument flow","Reorder, rewrite, approve","Human writes narrative","Agent drafts/structures","Agent drafts narrative","Human rewrites"
6,Produce report,Contextualize theoretically,"Theory integration, scholarly reasoning",green,yellow,red,green,"Show theory-source links","Flag speculative links","Accept/reject theory links","Human theorizes","Agent retrieves links","Agent suggests links","Human contextualizes"
6,Produce report,Justify interpretations,"Argumentation, evidence mapping",green,green,yellow,green,"Show claim-evidence chains","Flag unsupported inference","Revise, approve, rewrite","Human argues interpretation","Agent maps evidence","Agent drafts evidence chains","Human validates"
6,Produce report,Address reflexivity/limitations,"Meta-cognition, critical self-assessment",green,red,red,green,"Show reflexive prompts","Mark generic vs data-specific","Add, delete, refine","Human reflects critically","Agent prompts reminders","Agent lists possible limitations","Human appraises"
6,Produce report,Produce final artifact,"Communication, formatting, presentation",green,green,green,yellow,"Show edits/final changes","Preview final artifact","Approve, export, submit","Human authors final report","Agent formats/edits","Agent formats/drafts","Human approves"