Evidence management
Evidence Cards for Research: A Claim-to-Source System
An evidence card is a small, reviewable argument unit. It preserves what a source supports, where it supports it, and what the writer decided to do with that evidence.
Method and ownership note: ChatGrid publishes this workflow and has a verified Cards surface for preserving useful outputs. A Card is not automatically evidence, a citation, or proof; its status depends on the source trail and review recorded inside it.
Direct answer
The working method
Create one evidence card per material claim. Store the claim, source identity, exact page or timestamp, a short supporting passage or paraphrase, scope conditions, relationship to the claim, verification status, conflicts, and editorial decision. Keep the card atomic enough to reuse and specific enough to falsify. A card becomes accepted evidence only after someone opens the original locator and checks the interpretation.
Use the claim as the unit of work
Folders organize files; evidence cards organize what those files can support. Write one precise proposition at the top of each card. “The framework has four functions” is reviewable. “Useful points from the report” is not. If a sentence contains two claims that could have different evidence, split it.
The card should state whose claim it is. A source claim reports what the author says. A researcher's inference connects evidence to a conclusion. A hypothesis identifies something to test. Keeping those types explicit prevents generated interpretation from being mistaken for language in the source.
Use a schema that makes verification possible
Store a stable card ID, claim, claim type, source ID, source title, locator, short support, scope or conditions, relationship, verification status, reviewer, and checked date. Add conflict IDs and the draft sections that use the card. The schema looks detailed, but most fields are short and remove detective work later.
NIST's work on assurance cases describes evidence as support for claims and emphasizes traceability to the source, along with assumptions and conditions. Content research is not a software assurance case, but the same logic is useful: a persuasive claim needs a visible argument and evidence trail, not merely a confident paragraph.
- Claim and type: source statement, inference, hypothesis, or definition.
- Source and locator: URL or file ID plus page, section, or timestamp.
- Relationship: supports, qualifies, conflicts, exemplifies, or does not address.
- Conditions: date, population, definition, method, or other boundary.
- Status: candidate, checked, accepted, rejected, stale, or needs review.
- Use: outline or draft section IDs that depend on the card.
Capture candidate cards without promoting them
During reading, create candidate cards quickly and preserve locators. AI can propose claim wording, identify a nearby qualification, or format the fields. Keep those cards in a candidate lane until the original source is reopened. The model's summary belongs in a working field, not in the verified-support field.
Avoid copying long passages. Capture the minimum text needed to check the interpretation, and return to the source for wider context. If exact wording matters, use a short quotation with its locator; otherwise write a faithful paraphrase and keep it visibly marked as yours.
Verify the relationship, not just the words
A passage can be quoted accurately and still fail to support the claim. Check subject, time, population, modality, method, and nearby exceptions. Ask whether the card narrows or strengthens the source. Then select supports, qualifies, conflicts, exemplifies, or does not address, and write one sentence explaining the choice.
Mark uncertainty instead of resolving it through phrasing. If OCR is doubtful, if a transcript speaker is unclear, or if a table cell cannot be read, the card remains needs review. The downstream draft can see the candidate without treating it as accepted evidence.
Link conflicting cards instead of merging them
When two cards disagree, preserve both and create a conflict record. State the exact proposition, each source's scope, the likely cause of difference, and what would resolve it. Two sources published in different years may both be accurate for their periods; two studies may use different definitions; one source may simply be wrong.
Do not average incompatible claims or ask AI for a compromise sentence. The draft can present both positions, choose one with an explicit rationale, or narrow the claim to the overlap. The conflict record keeps that editorial decision reviewable.
Move cards through a visible lifecycle
Use candidate, checked, accepted, rejected, stale, and needs review. Accepted means the source and relationship were checked, not that the claim is eternally true. Add update triggers for current facts such as product behavior, policies, prices, and model labels. When a source changes, mark dependent cards stale before revising the draft.
Before publication, follow every material sentence to its cards and every accepted card to its source. After publication, keep the card-to-draft links so an update can find affected passages. A reusable evidence system earns its value during revision, when memory is weakest and the original research session is gone.
Frequently asked questions
What is an evidence card?
It is an atomic research object that links one claim to a source locator, supporting context, scope conditions, verification status, conflicts, and the editorial decision that follows.
Is an AI-generated Card a citation?
No. A card becomes usable evidence only when its source identity and locator are present and a reviewer confirms that the original passage supports the claim. The source, not the generated card, is cited.
How small should an evidence card be?
Use one proposition that can be checked and accepted independently. Split cards when different parts of the claim need different sources, conditions, or verdicts.
Primary sources
- Software Assurance Using Structured Assurance Case Models
National Institute of Standards and Technology
Primary NIST paper on linking claims, arguments, evidence, assumptions, conditions, and source traceability.
- Explaining decisions made with artificial intelligence
National Institute of Standards and Technology
Primary NIST material describing evidence repositories that retain primary information and evidence-management context.