Identity and Scope
Names (endonyms/exonyms). Peoples or schools. Core era(s) and footprint.
Why: anchors the unit of analysis before interpretation.
Identity and Scope
What exactly is the religious subject being analyzed, and by what names, boundaries, relationships, populations, places, periods, and recognition regimes does that subject exist?
Core religion or internal division; self-designation and external classification; peoples, communities, lineages, schools, churches, denominations, orders, rites, movements, and other native forms; membership and affiliation; internal diversity; parentage and overlap; geographic and temporal extent; continuity and reconstruction; demographic composition; legal and scholarly recognition; contested identity; inclusion and exclusion rules; and the exact analytical level at which every later claim is valid.
Why: Identity and Scope is the framework’s control layer. It fixes the unit of analysis before any claim is made about history, beings, cosmology, ritual, institutions, law, death, symbolism, or transformation. The original framework correctly stated that this dimension must “anchor the unit of analysis before interpretation,” but that function requires far more than a name, era, and footprint.
A religion cannot be analyzed rigorously until the researcher has determined:
- What entity is being studied.
- At what hierarchical level.
- According to whose classification.
- Under which name.
- During which period.
- In which places.
- Among which populations.
- With which internal divisions.
- Through which membership logic.
- With what relation to parent, sibling, derived, overlapping, or rival traditions.
- With what degree of certainty.
A failure here corrupts every later section. A Catholic claim can be falsely presented as universally Christian. A Sunni legal position can be falsely presented as universally Islamic. A local lineage can be mistaken for an entire religion. A scholarly umbrella label can be mistaken for an indigenous self-identity. An institution can be mistaken for a sect. A modern reconstruction can be described as uninterrupted antiquity. A regional population can be treated as a distinct religious division when no such identity exists.
Cardinal Structural Rule: Core Religion and Sect
Within this framework, Sect is a universal structural class, not a pejorative judgment, a measure of legitimacy, or a claim that every community uses the English word “sect.”
A Sect is any identifiable division within one Core Religion, at any level of the hierarchy.
A community may call itself a church, communion, denomination, school, legal school, philosophical school, rite, order, lineage, teacher lineage, sampradāya, panth, madhhab, ṭarīqa, movement, fellowship, association, tradition, or another historically specific form. Its indigenous or historically appropriate form must be preserved separately. Structurally, however, every accepted internal division belongs in the Sect system.
The project ontology is therefore:
Branch
└── Core Religion
└── Sect
└── Sect
└── Sect
└── ...
The current project distinguishes Core Religions from all internal divisions: divisions such as Catholic Christianity, Sunni Islam, Theravāda Buddhism, Shaivism, Reform Judaism, or Quanzhen Daoism belong in the Sect hierarchy rather than being silently promoted to the same analytical level as their parent religions.
This hierarchy may be as deep as the evidence requires. It cannot, however, be represented honestly as a tree alone. A Sect receives one primary parent for navigation, but it may also possess any number of additional relationships because religious identities frequently overlap, cross-cut, nest, affiliate, share communion, follow lineages, or combine several structures at once.
A legal school may cross regional identities. A monastic order may exist within several dioceses. A Sufi ṭarīqa may cross legal schools and national boundaries. A Hindu lineage may combine theological, philosophical, regional, caste-community, and devotional identities. A Jewish rite may overlap denomination and ethnocultural identity. A Buddhist ordination lineage may cross national schools.
The identity model must therefore preserve both:
- A primary navigational hierarchy, and
- A multidimensional relationship graph.
Project Ontology
1. Branch
A Branch is the project’s broad navigational or organizational grouping.
A Branch does not automatically imply:
- Common historical descent.
- Common theology.
- Mutual recognition.
- A shared self-designation.
- Equal internal structure.
- An emic distinction recognized by practitioners.
The current project’s Branch classifications are useful for organizing the website and database. They must not be mistaken for claims that all traditions naturally divide themselves into “Eastern,” “Western,” or “Regional and Historical” forms.
2. Core Religion
A Core Religion is the highest resolved religious unit accepted into the project’s principal religion table.
It is not necessarily:
- The largest possible comparative family.
- The oldest available ancestor.
- A community’s own preferred conceptual level.
- A centrally governed organization.
- A religion with one founder, one scripture, one creed, or one institution.
- A category free from historical construction.
It is the highest-level religious identity that the project has determined is sufficiently coherent, distinct, evidenced, and analytically useful to receive a complete twelve-dimensional analysis.
3. Sect
A Sect is every accepted internal division of a Core Religion, regardless of depth or native form.
Capitalized Sect refers to the project’s structural class.
Lowercase sect should be used cautiously outside that technical meaning because the ordinary English term may carry historical, sociological, legal, or polemical implications.
A Sect may be:
- A major division.
- Church.
- Communion.
- Denomination.
- School.
- Legal school.
- Philosophical school.
- Rite.
- Order.
- Monastic order.
- Lineage.
- Teacher lineage.
- Devotional current.
- Mystical current.
- Reform movement.
- Revival.
- Reconstruction.
- Regional form.
- Diasporic form.
- Ethnocultural religious form.
- Historical cult.
- Cross-cutting current.
- Non-membership intellectual school.
4. Institution
An Institution is an organization, office-bearing body, property-holding body, school, monastery, temple administration, congregation, diocese, charity, council, court, foundation, mission agency, or other organized entity belonging to a Core Religion or Sect.
An institution is not automatically a Sect.
The clean rule is:
A Sect is a distinct religious subdivision. An Institution is an organization belonging to a Core Religion or Sect.
A local congregation, monastery, temple, seminary, diocese, charitable corporation, publishing house, or shrine administration becomes a Sect only when the evidence establishes a persistent religious identity that exceeds its status as an organization.
5. Analysis Subject
Every analysis must identify one exact Analysis Subject:
- One Core Religion, or
- One specific Sect within that Core Religion.
The subject cannot drift between levels.
A Core Religion analysis must not silently become an analysis of its dominant Sect.
A Sect analysis must not silently universalize its parent’s position.
Every accepted Sect receives the same twelve-dimensional framework as its Core Religion, with explicit rules governing what is inherited, qualified, contested, rejected, or independently answered.
Purpose of Identity and Scope
Identity and Scope must determine all of the following.
- The exact Analysis Subject.
- Whether it is a Core Religion or Sect.
- Its parent path.
- Its native or historical organizational form.
- Its principal basis of religious distinctiveness.
- Its hierarchy level.
- Its membership structure.
- Its relationship to other divisions.
- Its self-designations.
- Its external names.
- Its legal and administrative names.
- Its historical names.
- Its disputed, rejected, or pejorative names.
- Its indigenous language and script.
- Its pronunciation.
- Its etymology and literal meaning.
- Its naming history.
- Its boundaries.
- Its inclusion criteria.
- Its exclusion criteria.
- Its modes of belonging.
- Its entry and exit rules.
- Its treatment of dual or overlapping affiliation.
- Its internal diversity.
- Its principal divisions.
- Its cross-cutting schools, orders, rites, and lineages.
- Its relations to parent, sibling, predecessor, successor, rival, derived, and overlapping traditions.
- Its recognition status from multiple perspectives.
- Its claimed origin.
- Its earliest secure attestation.
- Its temporal scope.
- Its present status.
- Its geographic origin.
- Its formative regions.
- Its historical and current centers.
- Its territorial, diasporic, transnational, and digital forms.
- Its population and demographic composition.
- The method by which adherents are counted.
- Its legal status.
- Its public and scholarly classification.
- Its continuity claims.
- Its revival or reconstruction status.
- Its unresolved identity disputes.
- Its evidentiary basis.
- Its confidence level.
- The exact limits beyond which the analysis may not generalize.
The completed section should produce seven integrated results:
- An Analysis Subject Lock.
- A Naming and Terminology Register.
- A Boundary and Membership Model.
- A Core Religion and Sect Topology.
- A Spatiotemporal Scope Envelope.
- A Recognition and Relationship Graph.
- An Identity-Claim and Confidence Ledger.
Identity Completeness Standard
A description is not complete merely because it says:
“Christianity is a monotheistic world religion founded in the first century and practiced globally.”
A complete Identity and Scope analysis must determine:
- Whether “Christianity” is the exact subject or an umbrella for a defined set of Sects.
- Which communities count as Christian according to themselves.
- Which communities are recognized by other Christian bodies.
- Which communities are classified as Christian by scholars or states but reject that classification.
- Which communities claim to be the sole authentic Christianity.
- Whether the analysis concerns all periods or contemporary Christianity.
- Whether global Christianity or one region is in scope.
- Which claims are universal, predominant, Sect-specific, disputed, or impossible to generalize.
- How Catholic, Eastern Orthodox, Oriental Orthodox, Church of the East, Protestant, restorationist, independent, and other formations relate structurally.
- Whether an order, rite, communion, denomination, movement, church, or local institution counts as a Sect in the project’s ontology.
- How overlapping identities are handled.
- How population figures avoid double-counting.
- What evidence supports every naming, boundary, relationship, and recognition claim.
Foundational Analytical Distinctions
1. Identity versus Name
A name labels an entity.
Identity is the historically and socially sustained configuration to which the name refers.
One identity may possess many names.
One name may refer to several different identities.
A name may survive after the identity changes.
An identity may survive through a change of name.
2. Self-Designation versus External Classification
A community’s self-designation records how it identifies itself.
An external classification records how another community, scholar, government, census, court, archive, or database identifies it.
Neither should silently replace the other.
3. Endonym versus Exonym
An endonym is a name used from within the community or relevant linguistic group.
An exonym is a name assigned or used from outside.
An exonym may be neutral, useful, outdated, colonial, inaccurate, or insulting.
An endonym may itself be disputed among insiders.
4. Preferred Name versus Official Name
The preferred public name may differ from:
- Legal corporate name.
- constitutional name.
- liturgical name.
- historical name.
- local name.
- scholarly name.
- state registration name.
5. Core Religion versus Religious Family
A Core Religion is an accepted analysis subject in the project.
A religious family is a comparative or genealogical grouping of several religions.
“Abrahamic religions,” “Dharmic religions,” or “Indo-Iranian religions” may be useful families without being Core Religions themselves.
6. Branch versus Religious Family
A Branch is a project-organizational category.
A religious family is a historical, genealogical, linguistic, or comparative relation.
The two must not be confused.
7. Core Religion versus Sect
A Core Religion is the accepted highest-level religious subject.
A Sect is any accepted internal division within that Core Religion.
The distinction is structural, not a ranking of dignity, truth, size, antiquity, or legitimacy.
8. Sect versus Native Form
Sect is the universal structural class.
NativeForm records whether the division understands itself as a:
- Church.
- communion.
- denomination.
- school.
- order.
- lineage.
- rite.
- movement.
- tradition.
- association.
- sampradāya.
- panth.
- madhhab.
- ṭarīqa.
- sangha.
- or another form.
9. Sect versus Institution
A Sect is a religious identity.
An Institution is an organization.
A Sect may possess many institutions.
An institution may serve several Sects.
10. Sect versus Congregation
One congregation is ordinarily an institution or local community, not a Sect.
It becomes a Sect only when it develops or represents a distinct, persistent religious identity.
11. Sect versus Doctrine
A doctrine is a teaching.
A Sect may be distinguished by a doctrine, but an isolated teaching is not itself a Sect without a corresponding collective identity.
12. Sect versus Practice
A practice may cross many Sects.
A meditation method, fast, liturgy, pilgrimage, or healing technique is not automatically a Sect.
13. Sect versus Movement
A movement may become a Sect when it acquires:
- Durable collective identity.
- continuing transmission.
- recognized boundaries.
- institutional or lineage continuity.
- sustained historical significance.
A short-lived campaign or informal circle may remain a movement without becoming an accepted Sect.
14. Sect versus School
A School may be a Sect even when it lacks exclusive membership.
The Sect record should state that its native form is a School and that its membership shape is non-exclusive or non-membership-based.
15. Sect versus Order
An Order may be a Sect when it constitutes a persistent religious subdivision.
The organization administering the Order remains an Institution.
The disciplined identity, rule, transmission, or lineage is the Sect.
16. Sect versus Lineage
A lineage may qualify as a Sect when it sustains a recognized transmission identity beyond one teacher and immediate followers.
A personal teacher circle does not automatically qualify.
17. Sect versus Rite
A Rite may qualify as a Sect when it forms a persistent religious subdivision with identifiable community, institutions, lineage, or status.
A liturgical variation alone may remain a ritual form rather than a Sect.
18. Sect versus Regional Presence
A population living in a particular country is not automatically a Sect.
A regional form qualifies when the evidence shows a distinct religious identity, not merely a location.
19. Sect versus Ethnic Population
An ethnic group may possess a distinctive religious form.
Ethnicity alone does not establish a Sect.
The religious distinctiveness must be demonstrated.
20. Religion versus Peoplehood
Some traditions are inseparable from collective peoplehood, ancestry, land, language, law, or communal history.
The analysis must not force them into a voluntary-membership model.
21. Religion versus Culture
Religion may permeate cuisine, kinship, law, art, language, and identity.
“Cultural” participation may persist without doctrinal assent.
The two categories may overlap without being identical.
22. Religion versus Philosophy
A tradition may be classified as religious, philosophical, ethical, political, educational, or several at once.
Its own categories and lived institutions must be recorded before assigning a modern Western distinction.
23. Religion versus Worldview
A worldview is a structured account of reality.
A religion ordinarily includes some combination of identity, authority, practice, community, sacred value, and transmission beyond worldview alone.
24. Religion versus Spirituality
“Spirituality” may denote personal experience or discipline outside formal institutions.
It may also be an internal dimension of a religion.
The distinction is historically and culturally variable.
25. Religion versus Civil Religion
Civil religion sacralizes a polity, constitution, people, ruler, founding event, or national destiny.
It may coexist with formal religions without constituting a Sect of them.
26. Religion versus Institution
A religion may exist through many institutions or without a single central institution.
One legal corporation must not be mistaken for the whole religion.
27. Religion versus Legal Category
A state may legally define religion for registration, taxation, census, education, or litigation.
That definition may not match religious or scholarly identity.
28. Membership versus Participation
A person may participate without becoming a member.
A member may rarely participate.
Some traditions do not maintain formal membership.
29. Belonging versus Belief
Belonging may derive from:
- Birth.
- ancestry.
- initiation.
- law.
- kinship.
- language.
- territory.
- communal life.
- self-identification.
Doctrinal belief may be central, secondary, variable, or absent as a membership test.
30. Identity versus Practice
A person may identify without practicing.
A person may practice without identifying.
A community may treat inherited practice as sufficient identity.
31. Affiliation versus Commitment
Census affiliation, legal membership, ritual participation, personal conviction, and institutional commitment are different measures.
32. Individual versus Collective Identity
Religious identity may attach to:
- Individual.
- household.
- lineage.
- clan.
- people.
- congregation.
- institution.
- polity.
- territory.
33. Exclusive versus Overlapping Affiliation
Some systems expect one exclusive affiliation.
Others permit simultaneous legal school, lineage, devotional, regional, ethnic, and institutional identities.
34. Primary Parent versus Complete Relationship
The primary parent controls navigation.
It does not exhaust the Sect’s actual relations.
35. Parentage versus Influence
A Sect may be influenced by another religion without belonging to it.
Influence does not make the influencing religion a parent.
36. Derivation versus Present Belonging
A movement may historically derive from a religion but now understand itself as separate.
Historical origin and current identity must both be recorded.
37. Self-Identification versus Parent Recognition
A group may identify within a Core Religion while the parent institution rejects it.
The framework must preserve both assertions.
38. Recognition versus Legitimacy
Recognition records who classifies or accepts the identity.
Legitimacy is a normative judgment concerning rightful authority or authenticity.
39. Legal Recognition versus Religious Recognition
A state may recognize a group that its claimed parent rejects.
A religious community may recognize a group that lacks legal status.
40. Current Identity versus Historical Phase
A current Sect may have passed through several former names and organizational forms.
A historical phase should not automatically be entered as a separate Sect unless it possessed a distinct identity warranting separate analysis.
41. Continuous Tradition versus Revival
A revival reactivates weakened, discontinued, hidden, or remembered forms.
It is not automatically an uninterrupted lineage.
42. Revival versus Reconstruction
A revival may draw substantially upon living memory.
A reconstruction depends more heavily upon texts, archives, archaeology, comparison, or creative inference.
43. Identity Continuity versus Doctrinal Continuity
A community may remain socially continuous while changing doctrine.
Another may reproduce doctrine without continuous population or institution.
44. Name Continuity versus Entity Continuity
The same name may be used for materially different communities across time.
A renamed institution may remain continuous.
45. Geographic Presence versus Geographic Identity
Being present in a place is not the same as being religiously constituted by that place.
46. Homeland versus Current Center
A sacred or ancestral homeland may differ from current demographic and institutional centers.
47. Territorial versus Nonterritorial Identity
Some religions are organized by land or jurisdiction.
Others are organized by lineage, network, language, institution, or digital connection.
48. Majority Form versus Normative Core
The numerically largest Sect is not automatically the normative center of the Core Religion.
49. Dominant Form versus Universal Form
A politically powerful Sect must not be presented as representing all other Sects.
50. Popular Label versus Analytical Precision
A public umbrella term may be useful but insufficiently precise for analysis.
The exact subject must be disambiguated.
51. Historical Classification versus Present Identity
A term used by earlier scholars or states may no longer be accepted.
Historical accuracy requires preserving the old term without imposing it upon current communities.
52. Externally Imposed Category versus Collective Selfhood
An external category may eventually become internalized and transformed into a genuine shared identity.
The analysis must trace both imposition and later appropriation.
53. Fuzzy Boundary versus Analytical Failure
Some religious boundaries are genuinely porous or contested.
A rigorous analysis may conclude that no single sharp boundary exists.
That is not analytical failure.
54. Scope versus History
Identity and Scope states the temporal and geographic envelope.
Historical Context narrates developments within that envelope.
55. Scope versus Evidence
Identity and Scope states the identity claim.
Sources of Evidence evaluates the materials supporting it.
Governing Principles
1. Lock the Analysis Subject Before Researching Content
Every claim must belong to one exact Core Religion or Sect.
2. Capitalize Sect When Referring to the Project Class
This prevents confusion with historical or polemical uses of the ordinary word.
3. Preserve the Native Form
A Church must still be recorded as a Church.
A madhhab must still be recorded as a madhhab.
The universal Sect class must not erase indigenous organization.
4. Never Use One Sect as an Unmarked Proxy for the Core Religion
Every generalization must be graded.
5. Never Force a Denominational Tree onto a Cross-Cutting Tradition
Use one primary parent and a relationship graph.
6. Never Make Every Institution a Sect
Distinct religious identity, not organizational existence alone, is required.
7. Never Make Every Difference a Sect
A belief, practice, site, text, office, population, or spelling variant may belong elsewhere in the ontology.
8. Never Exclude a Sect Merely Because It Lacks Exclusive Membership
Schools, lineages, rites, and devotional currents may cross-cut other identities.
9. Never Exclude a Historical Sect Merely Because It Is Extinct
Historical significance and evidence are sufficient.
10. Never Treat a Modern Reconstruction as Uninterrupted Without Evidence
Record continuity type and gaps.
11. Never Treat an External Name as Neutral by Default
Record origin, user, period, and acceptance.
12. Never Treat Self-Identification as the Only Relevant Classification
Parent, scholarly, legal, historical, and rival perspectives also matter.
13. Never Let an External Classification Silently Override Self-Identity
Preserve disagreements explicitly.
14. Date Every Identity Claim
A name or boundary may be true in one period and false in another.
15. Locate Every Identity Claim
A classification may apply in one region and not another.
16. Identify the Perspective Behind Every Boundary
Ask who includes or excludes whom.
17. Distinguish Descriptive from Normative Boundaries
“Group A is historically derived from Group B” differs from “Group B recognizes Group A as legitimate.”
18. Allow Multiple Simultaneous Identities
Do not assume affiliation must be exclusive.
19. Distinguish Population Counts by Method
Census affiliation, membership rolls, attendance, initiation, ancestry, and self-identification are not interchangeable.
20. Use Date Ranges and Confidence Intervals
Do not force false precision.
21. Treat Branch as Project Navigation
Do not make Branch a theological or civilizational essence.
22. Treat Core Religion as a Resolved Analytical Unit
Do not claim it is a naturally self-evident category in every case.
23. Require Evidence for Parentage
Historical influence is not enough.
24. Preserve Contested Placement
A group may sit structurally under one Core Religion while claiming to be the whole religion or a separate religion.
25. Distinguish Current Recognition from Historical Classification
Recognition changes.
26. Distinguish Active from Visible
A suppressed or clandestine Sect may be active but publicly invisible.
27. Distinguish Dormant from Extinct
A dormant identity may remain recoverable through memory, texts, lineage, or institutions.
28. Include Household and Vernacular Identity
Official institutions do not monopolize belonging.
29. Include Marginalized and Defeated Divisions
Dominant classifications often erase them.
30. Protect Restricted Identity Information
Do not expose vulnerable, clandestine, initiatory, or persecuted communities.
31. Maintain Claim-Level Evidence
A whole Sect should not receive one undifferentiated confidence rating.
Its name, parentage, category, dates, and recognition may have different confidence levels.
32. Separate Emic and Etic Evidence
Identity research must distinguish insider claims from outside analysis while evaluating authenticity, independence, and representativeness.
33. Make Uncertainty Visible
Use:
- Resolved.
- probable.
- plausible.
- contested.
- insufficiently evidenced.
- unresolved.
- externally imposed.
- unknown.
34. Prevent Scope Drift
Every section must remain within the locked subject, time, place, and population.
35. Reopen Identity Determinations When New Evidence Appears
Identity resolution is reviewable, not infallible.
Comprehensive Identity and Scope Template
Part I — Analysis Subject Lock
1. Analysis Subject Identification
Record:
- Analysis Subject ID.
- Subject type: Core Religion or Sect.
- Core Religion ID.
- Sect ID if applicable.
- Project Branch.
- Preferred name.
- Canonical subject key.
- Framework version.
- Analysis date.
- Analyst or responsible process.
Questions to answer
- What exact entity is being analyzed?
- Is it one Core Religion or one Sect?
- Is the selected level appropriate to the research question?
- Is another unit being silently substituted?
- Is the subject currently resolved or still a candidate?
2. Parent Path
For a Sect, record the complete primary path:
Branch
→ Core Religion
→ Parent Sect
→ Child Sect
→ Analysis Subject
Questions to answer
- What is the immediate parent?
- What is the Core Religion?
- Is the parent relationship current?
- Is it self-claimed, externally assigned, historically demonstrated, or contested?
- Does another parent claim compete?
3. Analysis Purpose
State whether the analysis is intended to be:
- Comprehensive.
- historical.
- contemporary.
- comparative.
- regional.
- denominational.
- legal.
- ethnographic.
- institutional.
- public-reference.
- database-normalization.
- another defined purpose.
Questions to answer
- Why is this subject being analyzed at this level?
- What decisions will depend on the result?
- Does the purpose create a selection bias?
4. Temporal Scope Lock
Record:
- Starting date or period.
- ending date or present cutoff.
- whether the analysis is synchronic or diachronic.
- major excluded periods.
- uncertainty.
Required statement
This analysis concerns [subject] during [period], with earlier and later forms included only where necessary to establish identity and continuity.
5. Geographic Scope Lock
Record:
- Global or local scope.
- included countries.
- historical regions.
- sacred territories.
- diaspora locations.
- excluded locations.
- boundary uncertainty.
Required statement
Geographically, this analysis covers [places and populations] and does not assume that forms found there represent the subject everywhere.
6. Population Scope Lock
Record:
- All adherents.
- one ethnic population.
- one language group.
- one institution.
- one gender or age group.
- one clerical or lay population.
- diaspora.
- converts.
- another defined population.
7. Perspective Scope
State whether the analysis prioritizes or distinguishes:
- Self-understanding.
- parent-religion classification.
- institutional classification.
- legal classification.
- scholarly classification.
- historical reconstruction.
- public usage.
- rival or hostile classification.
No perspective should be left implicit.
8. Inclusion Rules
Specify what is included:
- Members.
- cultural affiliates.
- lapsed members.
- initiated practitioners.
- associated institutions.
- historical predecessors.
- cross-cutting lineages.
- diaspora communities.
- local forms.
- suppressed forms.
9. Exclusion Rules
Specify what is excluded:
- Adjacent religions.
- institutions that are not Sects.
- isolated doctrines.
- individual practices.
- mere geographic presence.
- aliases.
- modern adaptations outside the defined subject.
- disputed groups excluded provisionally.
10. Scope Boundary Cases
List every unresolved case and state:
- Why it is difficult.
- competing classifications.
- temporary treatment.
- evidence needed.
- impact on later analysis.
11. Required Analysis Subject Statement
This analysis treats [Preferred Name] as a [Core Religion/Sect] within [parent path], principally distinguished by [basis], operating through [membership structure], during [period], in [geographic scope], among [population], while excluding [boundaries]. Its classification is [recognition status] and [confidence level].
Part II — Unit Ontology and Core Religion Determination
12. Ontological Type
Classify the subject as one or more of the following:
- Core Religion.
- Sect.
- ethnoreligion.
- universalizing religion.
- historical religion.
- indigenous tradition.
- regional religious complex.
- lineage tradition.
- philosophical-religious tradition.
- ritual complex.
- civil religion.
- new religious movement.
- reform movement.
- revival.
- reconstruction.
- syncretic or composite formation.
- transnational religious network.
- diffuse vernacular tradition.
- another justified type.
One type may be primary and others secondary.
13. Core Religion Qualification Test
A candidate Core Religion should ordinarily satisfy the following.
13.1 Recognizable Religious Identity
- Does a persistent identity exist?
- Is it named?
- Is it self-recognized, historically recognized, or securely reconstructed?
- Does it possess a population, community, tradition, or evidentiary footprint?
13.2 Multidimensional Coherence
- Does it display enough coherence across several framework dimensions to support integrated analysis?
- Is it more than one doctrine, one rite, one institution, or one population label?
13.3 Distinction from Existing Core Religions
- Is it principally subordinate to an already accepted Core Religion?
- Would Sect placement explain it more accurately?
- Does it claim or exhibit separate identity?
13.4 Historical Durability or Significance
- Does it possess sustained continuity?
- If extinct, was it historically significant enough to warrant full analysis?
- Is it more than a transient gathering?
13.5 Boundary Discernibility
- Can it be distinguished from neighboring identities?
- Are boundaries porous but still analytically meaningful?
- Is it merely a scholarly family label?
13.6 Internal Structure
- Does it contain or historically contain internal divisions that can be mapped?
- Is it itself better understood as one division within a larger religion?
13.7 Evidence
- Are its name, existence, time, place, and boundaries supported?
- Is it known only through hostile external reports?
- Is uncertainty properly recorded?
14. Core Religion Nonqualification Cases
A candidate should not automatically become a Core Religion merely because it is:
- A comparative family.
- A geographic region.
- An ethnicity.
- A nationality.
- A philosophical concept.
- One deity’s cult.
- One institution.
- One archaeological culture.
- One legal classification.
- One modern umbrella label.
- A collection of unrelated local traditions.
- A Sect of an existing Core Religion.
- A scholarly convenience with no coherent referent.
15. Core Identity Determination Outcomes
A candidate may be resolved as:
- Accepted Core Religion.
- Sect of an existing Core Religion.
- Religious family.
- Family of related traditions.
- Regional religious complex.
- Several distinct religions incorrectly combined.
- Externally imposed category.
- Historical phase of another religion.
- Syncretic or composite Core Religion.
- Modern revival.
- Modern reconstruction.
- Unresolved candidate.
- Insufficient evidence.
- Rejected classification.
16. Core Religion Internal Generalization Capacity
Before accepting a Core Religion as an analysis subject, ask:
- Can its internal diversity be represented without false universals?
- Are its major Sects identifiable?
- Can claims be graded by distribution?
- Does the umbrella conceal several unrelated religions?
- Is the category analytically coherent enough to support a core-level synthesis?
17. Religious Family Profile
Where applicable, record:
- Family name.
- basis of relationship.
- common ancestry.
- linguistic relationship.
- textual relationship.
- historical contact.
- comparative classification.
- member religions.
- disputed members.
- whether family membership is emic or etic.
18. Composite and Syncretic Core Identity
Questions to answer
- Does the subject derive substantially from more than one Core Religion?
- Does it now possess an independent identity?
- Can one principal parent be justified?
- Would forcing it beneath one parent misrepresent it?
- Is the combination ancient, colonial, diasporic, modern, or reconstructed?
- Do practitioners identify it as a distinct religion?
19. Ethnoreligious Identity
Questions to answer
- Is belonging tied to ancestry or peoplehood?
- Can outsiders enter?
- Is conversion central, possible, discouraged, or irrelevant?
- Does religious identity survive nonbelief?
- Are ethnicity and religion separable in law or daily life?
- Are subethnic Sects present?
20. Philosophical-Religious Identity
Questions to answer
- Does the tradition reject the category “religion”?
- Does it possess rites, communities, authorities, sacred texts, or metaphysical commitments?
- Is it practiced as ethics, education, statecraft, cultivation, religion, or several?
- Do different historical periods classify it differently?
21. Civil-Religious Identity
Questions to answer
- Is the subject organized around a polity, nation, ruler, constitution, or public memory?
- Does it possess rituals, sacred times, martyrs, symbols, and moral obligations?
- Is it subordinate to another religion?
- Is it analytically separate?
22. New Religious Movement Identity
Questions to answer
- Does the movement possess durable collective identity?
- Is it still a movement or now an established Sect or Core Religion?
- What parentage is claimed?
- What parentage is historically demonstrated?
- Does the movement reject its former affiliation?
- Has second-generation continuity developed?
23. Historical or Extinct Religion
Questions to answer
- Did practitioners possess a unified self-name?
- Is the current name scholarly?
- What period and region does it cover?
- Did the tradition change enough to require multiple historical subjects?
- Are modern revivals continuous, derivative, or separate?
Part III — Naming, Language, and Terminology
24. Preferred Name
Record the name used as the project’s primary public label.
Selection criteria
- Accuracy.
- community preference.
- scholarly clarity.
- historical appropriateness.
- disambiguation.
- avoidance of unnecessary pejorative language.
- stability.
25. Self-Designation
Record every name the community uses for itself.
For each:
- Language.
- script.
- transliteration.
- pronunciation.
- literal meaning.
- date range.
- region.
- speaker community.
- institutional status.
- evidence.
26. Endonyms
Determine:
- Which endonym is most widespread.
- Which is official.
- Which is local.
- Which is historical.
- Which is restricted.
- Whether different Sects use different endonyms.
27. Exonyms
For every exonym, record:
- Who coined or uses it.
- date.
- language.
- literal meaning.
- intended referent.
- acceptance or rejection.
- whether it is neutral, colonial, scholarly, legal, popular, or polemical.
28. Translated Names
Questions to answer
- Is the name translated or transliterated?
- Does translation preserve meaning?
- Does it introduce a false doctrinal classification?
- Are several translations accepted?
- Does the translated name refer to the same scope?
29. Historical Names
Record:
- Former self-names.
- names used in earlier periods.
- names of predecessor movements.
- names before merger or schism.
- names under suppression.
- names used in colonial archives.
30. Former Institutional Names
Distinguish a Sect’s identity from changes in the names of its institutions.
31. Legal Names
Record names used in:
- Constitutions.
- registration.
- incorporation.
- state recognition.
- court cases.
- census forms.
- treaties.
- property records.
32. Scholarly Names
Questions to answer
- Was the name created by historians, theologians, anthropologists, or colonial administrators?
- Does it combine communities that reject the grouping?
- Is it still academically current?
- Are alternate scholarly classifications present?
33. Popular Names
Record common public and media names separately from precise analytical terminology.
34. Abbreviations and Acronyms
For each:
- Expansion.
- language.
- user.
- period.
- ambiguity.
- acceptance.
- potential confusion with another group.
35. Adjectival Form
Record the correct adjective for:
- Beliefs.
- institutions.
- texts.
- adherents.
- historical periods.
36. Adherent Name
Record:
- Singular.
- plural.
- gendered forms where applicable.
- self-preferred form.
- external form.
- pejorative forms.
- historical forms.
37. Etymology
Questions to answer
- What is the linguistic root?
- Is the popular etymology accurate?
- Does the name derive from founder, place, practice, opponent, doctrine, or external label?
- Has meaning shifted?
38. Original Script
Record:
- Script.
- historical orthographies.
- current orthography.
- diacritics.
- capitalization.
- punctuation.
- direction of writing.
- script variants.
39. Transliteration
Questions to answer
- Which transliteration standard is used?
- Are alternate standards cross-referenced?
- Are diacritics retained?
- Is a search-friendly form preserved?
- Does transliteration create false name variants?
40. Pronunciation
Record:
- Original-language pronunciation.
- accepted English pronunciation.
- historical pronunciation where relevant.
- regional variants.
- stress.
- vowel length.
- tones where applicable.
41. Name Scope
Questions to answer
- Does the same name refer to:
- Core Religion?
- one Sect?
- one institution?
- one people?
- one language?
- one region?
- Are homonyms disambiguated?
42. Name Equivalence
Determine whether two names are:
- Exact synonyms.
- translation equivalents.
- transliteration variants.
- historical successors.
- overlapping but nonidentical.
- one broader than the other.
- commonly conflated.
- entirely distinct.
43. Contested Names
For each disputed name, record:
- Claimants.
- objectors.
- reasons.
- legal status.
- scholarly usage.
- project determination.
- whether the name remains searchable.
44. Pejorative or Rejected Names
Record for historical retrieval without using them as preferred labels.
State:
- Who used the term.
- against whom.
- why it is rejected.
- whether any community later reclaimed it.
45. Colonial Names
Questions to answer
- Was the name imposed by administration, mission, census, law, or scholarship?
- Did it combine separate traditions?
- Did communities later adopt it?
- Is it still legally operative?
46. Naming Authority
Questions to answer
- Who has the authority to rename the community?
- Central institution?
- council?
- state?
- founder?
- members?
- Does a legal name change alter religious identity?
47. Name Change Timeline
Show:
Earliest known name → historical variants → institutional changes → current preferred name.
48. Naming Evidence Ledger
Every name must be linked to:
- Source.
- date.
- language.
- place.
- user.
- perspective.
- confidence.
- current acceptance.
Part IV — Boundaries, Belonging, and Membership
49. Boundary Type
Classify boundaries as:
- Doctrinal.
- ritual.
- institutional.
- legal.
- genealogical.
- ethnic.
- linguistic.
- territorial.
- political.
- initiatory.
- relational.
- self-identificational.
- externally imposed.
- mixed.
50. Boundary Shape
Classify the subject’s boundaries as:
- Sharp.
- porous.
- graded.
- nested.
- overlapping.
- cross-cutting.
- situational.
- contested.
- shifting.
- unknown.
51. Inclusion Criteria
Possible criteria include:
- Birth.
- ancestry.
- self-identification.
- initiation.
- baptism.
- conversion.
- profession of faith.
- ritual participation.
- institutional registration.
- communal recognition.
- adherence to law.
- teacher lineage.
- residence.
- ethnicity.
- marriage.
- adoption.
- state classification.
Questions to answer
- Which criteria are necessary?
- Which are sufficient?
- Which are optional?
- Which vary by Sect?
52. Exclusion Criteria
Possible exclusions include:
- Formal expulsion.
- apostasy.
- conversion elsewhere.
- rejection of authority.
- prohibited marriage.
- doctrinal departure.
- loss of lineage.
- ritual disqualification.
- legal reclassification.
- community rejection.
Questions to answer
- Is exclusion formal or social?
- Permanent or reversible?
- Self-declared or imposed?
- Recognized across Sects?
53. Membership Concept
Determine whether the tradition possesses:
- Formal membership.
- inherited belonging.
- initiatory belonging.
- congregational affiliation.
- legal status.
- lineage affiliation.
- practice-based participation.
- no ordinary membership category.
54. Membership Unit
Membership may attach to:
- Individual.
- household.
- family.
- clan.
- caste-community.
- congregation.
- institution.
- nation.
- people.
- territory.
55. Full Membership
State what constitutes full standing.
56. Partial or Graded Membership
Identify:
- Catechumens.
- novices.
- associates.
- adherents without initiation.
- cultural affiliates.
- sympathizers.
- probationary members.
- restricted members.
- former members retaining some status.
57. Hereditary Membership
Questions to answer
- Is belonging inherited from one parent, either parent, household, clan, or people?
- Does lineage require recognition?
- Can a hereditary member renounce identity?
- Can a nonpracticing descendant still belong?
58. Conversion-Based Membership
Questions to answer
- What changes status?
- Instruction?
- declaration?
- rite?
- institutional approval?
- community acceptance?
- Are converts equal to hereditary members?
59. Initiatory Membership
Questions to answer
- Is initiation required?
- Are grades present?
- Does initiation confer permanent identity?
- Can it be repeated or revoked?
- Are secret memberships publicly recordable?
60. Institutional Membership
Questions to answer
- Does belonging depend on registration in a church, congregation, temple, order, association, or school?
- Can a person belong religiously without institutional membership?
61. Practice-Based Affiliation
Questions to answer
- Is participation sufficient?
- How frequent must practice be?
- Can one practice without adopting identity?
- Are practice communities cross-cutting?
62. Lineage-Based Affiliation
Questions to answer
- Is authorization transmitted by teacher, initiator, ordination, or succession?
- Does lineage affiliation coexist with other Sect identities?
- Can lineage cross Core Religions?
63. Ethnocultural Affiliation
Questions to answer
- Is belonging inherited culturally?
- Can cultural belonging persist without belief?
- Are converts treated differently?
- Does external society classify the person religiously regardless of self-identification?
64. Non-Membership School
Questions to answer
- Does the school possess followers but no enrollment?
- Is intellectual assent sufficient?
- Can one follow several schools?
- Who determines who counts as an adherent?
65. Nominal Affiliation
Define how the analysis treats people who identify but do not participate.
66. Cultural Affiliation
Define how the analysis treats people who participate in holidays, food, rites of passage, or communal life without doctrinal commitment.
67. Lapsed Membership
Questions to answer
- Does nonparticipation terminate belonging?
- Does the institution retain the person on rolls?
- Does ancestry preserve identity?
- Can a lapsed member return without reentry?
68. Dual or Multiple Affiliation
Questions to answer
- Does the individual identify with more than one Core Religion or Sect?
- Is dual affiliation accepted by either tradition?
- Is participation situational?
- Is one affiliation legal and another devotional?
- How is the person counted?
69. Overlapping Sect Affiliation
Record every combination normally permitted, such as:
- Legal school plus mystical order.
- Denomination plus rite.
- regional identity plus lineage.
- ethnocultural identity plus institutional affiliation.
- devotional tradition plus philosophical school.
70. Exclusive Affiliation
Questions to answer
- At which hierarchical level is affiliation exclusive?
- Does exclusivity apply to belief, membership, ritual, office, or all?
- Are exceptions tolerated?
71. Entry Process
Identity and Scope records the status change and eligibility.
Ritual and Practice records the performance.
Questions to answer
- Who may enter?
- Who approves?
- Is entry individual or collective?
- Is a previous affiliation renounced?
- Does entry change name, family, law, or citizenship?
72. Exit Process
Questions to answer
- Can a person leave?
- Is notice required?
- Does the institution continue claiming the person?
- Does ancestry remain?
- Are social consequences distinct from formal status?
73. Expulsion
Questions to answer
- Who may expel?
- Does expulsion terminate identity or only institutional standing?
- Is appeal possible?
- Do other Sects recognize the expulsion?
74. Children
Questions to answer
- When does a child belong?
- Through birth?
- naming?
- initiation?
- parental registration?
- Can a child later reject the affiliation?
- How are mixed-parentage children classified?
75. Intermarriage
Questions to answer
- Does marriage change identity?
- Which spouse’s affiliation governs the household?
- How are children classified?
- Can intermarriage create overlapping communities?
76. Adoption and Fictive Kinship
Questions to answer
- Does adoption confer religious identity?
- Can ritual kinship confer belonging?
- Does descent remain relevant?
77. Clerical and Lay Identity
Questions to answer
- Are clergy members of a Sect in a different sense from laity?
- Does ordination transfer affiliation?
- Can a specialist serve multiple communities?
78. Monastic and Nonmonastic Identity
Questions to answer
- Does monastic status constitute a cross-cutting Sect?
- Are lay supporters members of the monastic tradition?
- Is the order an institution, Sect, or both at different analytical levels?
79. Territorial Belonging
Questions to answer
- Does residence create affiliation?
- Is a person under a local jurisdiction without identifying with it?
- Does migration change religious status?
80. State-Imposed Affiliation
Questions to answer
- Does census, identity law, taxation, marriage law, or state registration assign religion?
- Can an individual contest the assignment?
- Does legal identity reflect lived belonging?
81. Self-Identification
Questions to answer
- Is self-identification sufficient?
- Does the community recognize it?
- Can a person claim identity without meeting communal criteria?
- Is identity private or publicly verified?
82. Community Recognition
Questions to answer
- Who has authority to recognize belonging?
- Family?
- congregation?
- institution?
- lineage?
- elders?
- state?
- Is recognition consistent?
83. Boundary Dispute
For every disputed inclusion, record:
- Claiming person or group.
- accepting authorities.
- rejecting authorities.
- basis of inclusion.
- basis of exclusion.
- project placement.
- confidence.
84. Boundary Maintenance
Identify mechanisms such as:
- Names.
- dress.
- diet.
- marriage.
- initiation.
- language.
- calendar.
- burial.
- authority.
- institutions.
- law.
- symbols.
The detailed rules belong in later dimensions; here they identify the boundary.
85. Boundary Change
Record whether boundaries are:
- Expanding.
- contracting.
- hardening.
- softening.
- becoming more institutional.
- becoming more ethnic.
- becoming more individual.
- becoming more overlapping.
The causal history belongs under Contact and Transformation.
Part V — Sect Architecture and Internal Religious Diversity
86. Sect Qualification Test
A candidate qualifies as a Sect when the evidence establishes all of the following:
- A recognizable collective identity exists.
It possesses a name, lineage, community, historical identity, institutional identity, or persistent external classification. - It belongs principally within one Core Religion.
The connection may be self-asserted, historically demonstrated, institutionally recognized, scholarly, or contested, but it must be recorded. - It is religiously distinguishable from the rest of the Core Religion.
The distinction may involve doctrine, interpretation, authority, succession, law, ritual, institution, lineage, devotion, ethnicity, language, geography, reform, or another defined basis. - It possesses continuity or sufficient historical significance.
It need not survive today, but it must exceed a momentary gathering or incidental label. - Its identity is evidentially supportable.
The analysis must record who uses the name, when, where, at what level, and with what confidence.
87. What Does Not Automatically Qualify as a Sect
The following require separate evidence before acceptance:
- One isolated belief.
- One ritual practiced across several groups.
- One temple, shrine, church, synagogue, mosque, or congregation.
- One publisher.
- One charity.
- One political party.
- One service organization.
- One geographic population without distinct religious identity.
- One spelling variation.
- One pejorative label without a demonstrated referent.
- One teacher and immediate followers without durable lineage or movement.
88. Sect Candidate Status
Before acceptance, every possible division should remain a Sect Candidate.
A candidate should receive one determination:
- Accepted as new Sect.
- Alias of existing Sect.
- Former name.
- Parent Sect.
- Child Sect.
- Cross-cutting Sect.
- Merged with another candidate.
- Institution belonging to a Sect.
- Doctrine rather than Sect.
- Practice rather than Sect.
- Geographic presence rather than Sect.
- Separate Core Religion candidate.
- Possible Regional or Historical tradition.
- Disputed.
- Insufficient evidence.
- Rejected.
89. Primary Parent
Every accepted Sect should have one primary parent for navigation.
Questions to answer
- Why is this parent primary?
- Is the relation emic, historical, institutional, or analytical?
- Does the Sect itself accept the parent?
- Is the parent current or historical?
- Does another plausible parent exist?
90. Additional Relationship Graph
Every Sect may possess any number of additional relationships.
These relationships must not be compressed into the primary tree.
91. Sect Axis 1: Primary Basis of Differentiation
The primary category answers:
What is the principal reason this division is treated as a distinct religious identity?
| Primary category | Definition |
|---|---|
| Doctrinal or Theological | Distinguished primarily by teaching concerning ultimate reality, revelation, salvation, liberation, divine beings, scripture, or doctrine |
| Philosophical or Interpretive | Distinguished by an exegetical, philosophical, intellectual, or interpretive school |
| Juridical or Ethical | Distinguished by religious law, jurisprudence, ethical discipline, or legal reasoning |
| Ritual or Liturgical | Distinguished by worship, rite, calendar, sacramental form, liturgical language, or ceremonial usage |
| Authority or Succession | Distinguished by leadership, succession, ordination, revelation, transmission, or authority claims |
| Institutional or Denominational | Distinguished by formal organization, communion, governing body, denomination, or institutional independence |
| Monastic, Ascetic, Order, or Lineage | Distinguished by monastic rule, disciplined community, initiatory chain, teacher lineage, or ascetic institution |
| Mystical, Devotional, or Esoteric | Distinguished by devotional orientation, mystical method, esoteric transmission, initiatory practice, or spiritual discipline |
| Reform, Revival, or Restoration | Formed to reform, revive, reconstruct, purify, modernize, or restore an earlier or claimed original form |
| Ethnocultural or Linguistic | Distinguished by peoplehood, ethnicity, caste-community, language, script, inherited culture, or communal history |
| Geographic, Regional, or Diasporic | Distinguished by region, country, migration, diaspora, localization, or adaptation to a new setting |
| Syncretic, Composite, or Derived | Combines several traditions or derives materially from more than one religious source |
| Social or Political Adaptation | Distinguished by response to social order, political ideology, colonialism, modernity, or public movement |
| Mixed or Contested | No single basis predominates or sources materially disagree |
A Sect receives one current primary category and any number of secondary categories. The category must follow evidence rather than familiarity.
92. Sect Axis 2: Native or Historical Form
Record the form recognized by the Sect or historical sources:
- Branch.
- church.
- communion.
- denomination.
- sect.
- school.
- philosophical school.
- legal school.
- rite.
- order.
- monastic order.
- lineage.
- teacher lineage.
- devotional current.
- mystical current.
- movement.
- reform movement.
- revival.
- reconstruction.
- association.
- fellowship.
- community.
- tradition.
- sampradāya.
- panth.
- madhhab.
- ṭarīqa.
- sangha.
- synagogue movement.
- shrine network.
- historical cult.
- scholarly classification.
- another source-specific form.
The structural class remains Sect; the native form prevents erasure of actual religious organization.
93. Sect Axis 3: Hierarchy Level
| Level | Meaning |
|---|---|
| Major Division | One of the broadest internal divisions of the Core Religion |
| Primary Branch | A major Sect within a broad division |
| Secondary Branch | A subdivision of a Primary Branch |
| School or Tradition | A more defined doctrinal, interpretive, legal, ritual, or devotional school |
| Order or Lineage | An order, transmission lineage, initiatory chain, or monastic subdivision |
| Regional or Cultural Form | A geographically, linguistically, or ethnoculturally bounded form |
| Local or Specialized Form | A narrow but persistent religious subdivision |
| Cross-Cutting | A division overlapping several branches and not truthfully reducible to one subordinate branch |
| Uncertain Level | Distinct identity is established but exact position is unresolved |
Hierarchy level describes scale and position. It does not determine substantive identity.
94. Sect Axis 4: Membership Shape
| Membership shape | Meaning |
|---|---|
| Exclusive Alternative | Affiliation normally excludes competing affiliation at the same level |
| Nested Subset | Every member is also a member of the parent Sect |
| Overlapping Identity | Simultaneous affiliation with another Sect is possible |
| Cross-Cutting Current | The identity operates across several otherwise separate branches |
| Institutional Affiliation | Belonging depends substantially on membership in or recognition by an institution |
| Practice-Based Affiliation | Participation centers on a practice rather than exclusive membership |
| Lineage-Based Affiliation | Affiliation follows initiation, ordination, transmission, or teacher lineage |
| Ethnocultural Affiliation | Belonging is substantially inherited or tied to communal identity |
| Non-Membership School | A recognizable school without ordinary membership boundaries |
| Contested or Variable | Membership rules differ by source, period, or community |
This axis prevents the database from representing every religion as a denominational partition.
95. Sect Axis 5: Origin Mechanism
Record one primary mechanism and any number of secondary mechanisms:
- Gradual internal differentiation.
- doctrinal dispute.
- interpretive development.
- leadership or succession dispute.
- institutional schism.
- legal-school formation.
- monastic or lineage transmission.
- charismatic founder.
- prophetic or revelatory claim.
- reform.
- revival.
- restoration.
- reconstruction.
- merger.
- syncretism.
- mission expansion.
- regional localization.
- diaspora adaptation.
- ethnic or linguistic differentiation.
- political separation.
- state recognition or reorganization.
- colonial or postcolonial transformation.
- suppression and underground continuation.
- modern reorganization of an older identity.
- externally imposed classification.
- unknown.
- contested.
96. Sect Axis 6: Relationship to Parent and Other Subjects
Relationship types include:
- Subdivision of.
- school within.
- order within.
- lineage within.
- rite within.
- institutional member of.
- in communion with.
- affiliated with.
- derived from.
- reformed from.
- revived from.
- reconstructed from.
- split from.
- successor to.
- merged from.
- influenced by.
- overlaps with.
- cross-cuts.
- competes with.
- claims exclusive continuity with.
- recognized by.
- not recognized by.
- rejected as belonging by.
- externally classified as.
- contested relationship.
- historical relationship only.
A Sect may occupy many of these relations simultaneously.
97. Sect Axis 7: Recognition and Identity Status
Possible statuses include:
- Self-identified.
- recognized by parent.
- recognized by related Sects.
- institutionally recognized.
- legally recognized.
- scholarly consensus.
- common external classification.
- historical classification.
- contested internally.
- contested externally.
- rejected by parent.
- claims to be the entire authentic religion rather than a Sect.
- classified by adherents as a separate religion.
- externally imposed label.
- uncertain.
The framework may structurally classify a group as a Sect while clearly preserving that the group rejects the term, rejects the parent, or claims sole continuity.
98. Sect Axis 8: Temporal Status
Possible statuses include:
- Active.
- active but small.
- historical.
- extinct.
- absorbed.
- merged.
- dormant.
- suppressed.
- clandestine.
- revived.
- reconstructed.
- transformed into successor.
- disputed continuation.
- uncertain.
99. Sect Axis 9: Geographic Form
Record all applicable geographic roles:
- Place of origin.
- principal formative region.
- historical center.
- current center.
- majority region.
- minority presence.
- diaspora.
- mission expansion.
- sacred homeland.
- regional variant.
- suppressed region.
- extinct region.
- revival region.
- global or transnational.
- digital or nonterritorial network.
100. Sect Axis 10: Evidence and Confidence
Every category, relationship, date, name, and parentage assertion must record:
- Source.
- relevant passage or evidence.
- source family.
- date.
- community.
- perspective.
- self-description or external classification.
- confidence.
- agreement or conflict.
- analyst determination.
A Sect must not receive one unsupported category label. Different sources may classify it differently, and the project determination must remain visible alongside those perspectives.
101. Sect Axis 11: Framework Inheritance
Every framework claim inherited from a parent must receive one determination:
- Inherited unchanged.
- inherited with Sect-specific qualification.
- inherited only for a defined period.
- inherited only for a defined place.
- contested by the Sect.
- explicitly rejected by the Sect.
- not applicable.
- independent Sect-specific answer required.
- unknown whether inherited.
No answer should be copied automatically.
The inherited claim remains linked to the parent evidence, while every difference receives Sect-specific evidence.
102. Sect Dossier Required Statement
[Sect] is an accepted Sect within [Core Religion and parent path]. Its native form is [form]. It is principally distinguished by [primary basis], with secondary distinctions in [categories]. Its hierarchy level is [level], its membership structure is [shape], and it originated through [mechanisms]. It is [recognized/contested] according to [perspectives], operates during [period], and is present in [geographies].
Part VI — Internal Diversity and Core-Level Generalization
103. Internal-Diversity Census
Inventory all significant variation by:
- Sect.
- school.
- lineage.
- rite.
- order.
- language.
- ethnicity.
- caste or community.
- region.
- gender.
- generation.
- institution.
- lay and specialist population.
- urban and rural form.
- modernist and traditionalist orientation.
- official and popular practice.
- public and esoteric teaching.
104. Major-Division Map
Identify the broadest internal divisions.
Questions to answer
- Are they mutually exclusive?
- Do they recognize one another?
- Do they share a common parent identity?
- Are they later scholarly groupings?
- Are they equal in scale?
105. Cross-Cutting Current Map
Identify every order, lineage, school, rite, devotional current, regional identity, and intellectual tradition crossing the main divisions.
106. Generalization Grades
Every Core Religion claim should be labeled as one of the following:
- Universal or nearly universal.
- overwhelmingly predominant.
- predominant but not universal.
- widespread across several major Sects.
- limited to specified Sects.
- limited to one Sect.
- regional.
- ethnocultural.
- lineage-specific.
- institutional.
- historical.
- formerly widespread but now rare.
- popular but unofficial.
- official but weakly practiced.
- contested among Sects.
- explicitly rejected by some Sects.
- absent from major Sects.
- impossible to generalize at Core Religion level.
- unknown.
The core-level analysis must never universalize a Sect-specific answer. The supplied Sect model explicitly requires core claims to distinguish universal, predominant, Sect-specific, historically variable, contested, absent, and non-generalizable material.
107. Dominant-Sect Bias
Questions to answer
- Which Sect supplies most available sources?
- Which Sect is politically dominant?
- Which Sect is demographically largest?
- Which Sect is most visible in English-language scholarship?
- Are its positions being generalized improperly?
108. Elite–Popular Distinction
Record differences between:
- Official doctrine.
- institutional regulation.
- specialist teaching.
- local practice.
- household belief.
- popular religion.
- informal spirituality.
109. Majority–Minority Distinction
Questions to answer
- What is numerically predominant?
- What is institutionally dominant?
- What is legally privileged?
- What is historically older?
- Are these different?
110. Suppressed and Marginalized Sects
Record:
- Present or historical suppression.
- source loss.
- externally imposed labels.
- current descendants.
- contested continuity.
- underrepresentation in core synthesis.
111. Internal-Diversity Synthesis
The Core Religion contains [major divisions] and is further cross-cut by [schools, lineages, rites, regions, and other forms]. Claims concerning the Core Religion are therefore graded according to [generalization system], and no one Sect is treated as the unmarked norm.
Part VII — Recognition, Classification, and Relationship
112. Self-Recognition
Questions to answer
- Does the subject recognize itself as:
- Core Religion?
- Sect?
- sole authentic continuation?
- church?
- people?
- school?
- philosophy?
- movement?
- Does self-understanding vary internally?
113. Parent Recognition
For a Sect:
- Does the parent recognize it?
- As legitimate?
- schismatic?
- heretical?
- historical?
- separate?
- Does recognition vary among parent institutions?
114. Sibling Recognition
Questions to answer
- Do related Sects recognize one another?
- Share communion?
- accept initiation?
- accept clergy?
- accept marriage?
- recognize historical kinship without legitimacy?
115. Institutional Recognition
Identify recognition by:
- Central governing body.
- councils.
- lineage authorities.
- federations.
- transnational organizations.
- local institutions.
116. Legal Recognition
Record by jurisdiction:
- Registered religion.
- recognized denomination.
- incorporated body.
- established religion.
- protected minority.
- unregistered group.
- banned group.
- indigenous status.
- heritage status.
- legal uncertainty.
117. Census Classification
Questions to answer
- Does the census list the subject separately?
- Under the Core Religion?
- as ethnicity?
- as “other”?
- Does it permit multiple affiliations?
- Are census categories creating artificial boundaries?
118. Scholarly Classification
Record:
- Areas of consensus.
- major rival classifications.
- disciplinary differences.
- historical changes in scholarship.
- whether current scholars retain colonial categories.
119. Common External Classification
Questions to answer
- How do media, schools, encyclopedias, and the public classify the subject?
- Is this classification accurate?
- Does public simplification affect the group?
120. Rival or Hostile Classification
Record polemical classifications separately.
Do not use them as neutral descriptions.
121. Historical Classification
Questions to answer
- How was the subject classified in earlier periods?
- Did the relevant concept of religion exist?
- Did historical sources classify it by people, cult, law, philosophy, or polity instead?
122. Claims to Exclusive Continuity
Questions to answer
- Does the subject claim to be the only authentic continuation?
- What predecessor is claimed?
- What lineage, text, rite, office, or revelation supports the claim?
- How do rivals respond?
123. Claims to Separate-Religion Status
Questions to answer
- Does a structurally placed Sect claim to be a separate religion?
- When did that claim emerge?
- Is it institutionally accepted?
- Do scholars agree?
- Does legal status differ?
124. External Placement without Self-Acceptance
Questions to answer
- Why does the project place the subject under a Core Religion?
- Historical derivation?
- shared institutions?
- scholarly convention?
- Is the placement provisional?
- Is the group’s objection prominently preserved?
125. Relationship Graph
Record relationships to:
- Parent.
- children.
- siblings.
- predecessor.
- successor.
- merged identities.
- split identities.
- affiliated institutions.
- communion partners.
- cross-cutting lineages.
- related Core Religions.
- influencing traditions.
- rivals.
- externally associated groups.
126. Relationship Perspective
Every relationship must identify:
- Who asserts it.
- who accepts it.
- who rejects it.
- when.
- where.
- with what confidence.
127. Relationship Direction
Distinguish:
- A derives from B.
- B recognizes A.
- A claims B.
- A influences B.
- A overlaps B.
- A is institutionally affiliated with B.
These are not interchangeable.
128. Relationship Time
Record start and end dates.
A historical relation may no longer be current.
129. Recognition Matrix
| Perspective | Classification | Recognition level | Date and place | Evidence | Contest |
|---|
Part VIII — Geographic Scope and Spatial Identity
130. Place of Origin
Questions to answer
- Where did the subject first emerge?
- Is the claimed origin different from earliest evidence?
- Is there one origin or several?
- Does origin refer to founder, institution, text, community, or later identity?
131. Formative Region
The place where the tradition acquired its distinctive form may differ from its earliest origin.
132. Historical Center
Record major historical centers without narrating their entire development.
133. Current Center
Questions to answer
- Where are present institutional, demographic, intellectual, or symbolic centers?
- Are there several?
- Does diaspora contain the largest population?
134. Sacred Homeland
Questions to answer
- Is there a sacred or ancestral homeland?
- Is it current territory, remembered landscape, lost polity, or symbolic center?
- Does homeland matter for membership?
135. Territorial Jurisdiction
Questions to answer
- Does the subject possess formal territories?
- Do jurisdictions overlap?
- Are they based on residence, ethnicity, institution, or personal affiliation?
136. Majority Regions
Record where the subject constitutes a demographic or cultural majority.
137. Minority Presence
Record:
- Minority regions.
- legal status.
- concentration or dispersion.
- visibility.
- vulnerability.
138. Diaspora
Questions to answer
- Which communities understand themselves as diaspora?
- What homeland relation is maintained?
- Does the diaspora possess distinct Sect identity?
- Are several migration waves different?
139. Mission or Expansion Geography
Record geographic identity without duplicating historical mechanisms.
140. Regional Variants
Questions to answer
- Does the regional form possess a distinct religious identity?
- Is it a Sect or merely local practice?
- What distinguishes it?
- Is the regional name self-used?
141. Urban and Rural Forms
Record major identity differences where they affect scope.
142. Indigenous Territory
Questions to answer
- Is religion inseparable from land, ecology, and sovereignty?
- Are modern state boundaries inappropriate?
- Are exact sacred locations restricted?
143. Historical Geography
Use historically accurate regions rather than retrojecting modern countries.
144. Political Geography
Questions to answer
- Which states currently contain the subject?
- Does state classification split one community?
- Do borders create separate Sects?
145. Linguistic Geography
Map language communities separately from political boundaries.
146. Nonterritorial Networks
Record:
- Lineage networks.
- transnational orders.
- mobile communities.
- digital communities.
- itinerant populations.
147. Digital Geography
Questions to answer
- Does the subject possess durable online community without one physical center?
- Are online members geographically distributed?
- Does platform location affect identity?
148. Geographic Granularity
Use exact levels as appropriate:
- Continent.
- macroregion.
- historical region.
- country.
- province.
- city.
- village.
- sacred territory.
- migration corridor.
- digital network.
149. Geographic Uncertainty
Record:
- Approximate extent.
- disputed boundaries.
- unknown locations.
- source disagreement.
- changing place names.
150. Geography Statement
[Subject] originated or first becomes securely attested in [place], was principally formed in [regions], currently possesses major centers in [places], and exists through [territorial, diasporic, transnational, or nonterritorial forms].
Part IX — Temporal Scope, Continuity, and Current Status
151. Claimed Origin
Record the community’s claimed origin:
- Creation.
- primordial time.
- founder.
- revelation.
- ancestral beginning.
- institutional foundation.
- reform.
- restoration.
Do not treat the claim automatically as historical chronology.
152. Earliest Direct Attestation
Record:
- Date range.
- source.
- location.
- confidence.
- whether the identity or only a precursor is attested.
153. Earliest Retrospective Attestation
A later source may describe an earlier origin.
Keep retrospective evidence separate from contemporary evidence.
154. Organizational Foundation
Record the date at which a named institution or movement was formally established.
This may differ from religious emergence.
155. Identity Consolidation
Questions to answer
- When did the group acquire a stable name?
- boundary?
- institutions?
- literature?
- self-conscious distinction?
156. Major Differentiation Date
For a Sect:
- When did it become distinguishable?
- Did the identity emerge gradually?
- Was the split later retrojected to an earlier dispute?
157. Temporal Status
Classify as:
- Active.
- active but small.
- historical.
- extinct.
- absorbed.
- merged.
- dormant.
- suppressed.
- clandestine.
- revived.
- reconstructed.
- transformed into successor.
- disputed continuation.
- uncertain.
These statuses and date intervals are central to the supplied Sect model.
158. Date Fields
Record separately:
- Earliest claimed origin.
- earliest directly attested evidence.
- organizational foundation.
- major differentiation.
- period of greatest activity.
- suppression.
- disappearance.
- merger.
- absorption.
- revival.
- reconstruction.
- current-status date.
Do not force one “founding year.”
159. Periodization
Questions to answer
- Which periods are recognized by practitioners?
- Which are scholarly?
- Do labels imply decline or progress?
- Do several regions require different periodizations?
160. Continuity Types
Assess separately:
- Population continuity.
- lineage continuity.
- institutional continuity.
- doctrinal continuity.
- ritual continuity.
- legal continuity.
- linguistic continuity.
- territorial continuity.
- material continuity.
- memory continuity.
- name continuity.
- self-identification continuity.
161. Continuity Gaps
For every gap, record:
- Duration.
- domain affected.
- evidence absent.
- evidence of concealment.
- later continuity claim.
- confidence.
162. Revival Status
Questions to answer
- What survived?
- Living practitioners?
- family memory?
- texts?
- objects?
- institutions?
- Is revival a continuation, reactivation, or new formation?
163. Reconstruction Status
Questions to answer
- Which elements are directly evidenced?
- inferred?
- borrowed comparatively?
- newly created?
- Does the subject disclose reconstruction?
164. Current Status Date
Every statement that a religion or Sect is current, active, extinct, suppressed, or revived must be dated.
165. Temporal Scope Statement
This analysis treats [subject] from [start period] through [end or current date]. Its claimed origin is [claim], its earliest secure attestation is [evidence], and its present status is [status].
Part X — Demographic and Social Scope
166. Adherent Definition
Before reporting population, state who counts as an adherent.
Possible definitions:
- Self-identification.
- census affiliation.
- institutional membership.
- initiation.
- ancestry.
- household status.
- regular participation.
- doctrinal assent.
- legal status.
- community recognition.
167. Population Measure
Record:
- Count.
- date.
- source.
- method.
- geographic scope.
- margin of error.
- inclusion rules.
- exclusion rules.
168. Census Population
Questions to answer
- Does the census permit the correct identity?
- Does it permit multiple identities?
- Are responses voluntary?
- Is disclosure safe?
- Are Core Religion and Sect counts separable?
169. Institutional Membership
Questions to answer
- Are rolls current?
- Are inactive members retained?
- Are children included?
- Are duplicate institutional memberships present?
- Does one institution represent the whole Sect?
170. Participation-Based Estimate
Questions to answer
- What frequency counts?
- Is participation public or private?
- Does attendance undercount household practice?
- Do major festivals inflate estimates?
171. Ancestry-Based Estimate
Questions to answer
- Does ancestry still confer identity?
- Are nonidentifying descendants counted?
- Are mixed-heritage persons double-counted?
172. Self-Identification Estimate
Questions to answer
- Is self-identification sufficient according to the community?
- Does social stigma suppress responses?
- Does cultural identity expand the count?
173. Overlap and Double Counting
Questions to answer
- Can one person belong to several Sects?
- Does the Sect total exceed the Core Religion population?
- Are legal school, order, rite, and denomination counts additive or overlapping?
- Is unique-person estimation possible?
174. Undercount
Possible causes:
- Persecution.
- clandestine practice.
- weak institutions.
- diffuse household identity.
- remote populations.
- census omission.
- multiple belonging.
- reluctance to disclose.
175. Overcount
Possible causes:
- Inactive rolls.
- state assignment.
- cultural affiliation counted as active membership.
- overlapping Sect totals.
- institutional incentives.
- outdated figures.
176. Demographic Composition
Record where relevant:
- Age.
- gender.
- sex.
- ethnicity.
- language.
- caste or community.
- class.
- education.
- nationality.
- migration status.
- urban or rural residence.
- convert or hereditary status.
177. Demographic Center of Gravity
Questions to answer
- Which populations contain the largest numbers?
- Which populations control institutions?
- Are those the same?
- Is scholarship disproportionately focused elsewhere?
178. Generational Structure
Record:
- First generation.
- hereditary members.
- second generation.
- youth retention.
- elder concentration.
- aging specialist population.
179. Gender Distribution
Questions to answer
- Is participation gender-balanced?
- Are official counts available?
- Do institutions count men more visibly than women?
- Does household religion reverse the pattern?
180. Convert–Heritage Composition
Questions to answer
- What proportion is convert, hereditary, ethnocultural, or mixed?
- Does convert status affect recognition?
- Are converts concentrated in particular Sects?
181. Population Vitality
Classify cautiously:
- Growing.
- stable.
- declining.
- rapidly declining.
- institutionally declining but culturally persistent.
- reviving.
- demographically uncertain.
Historical explanation belongs under Historical Context and Contact and Transformation.
182. Demographic Uncertainty Statement
Population estimates range from [range] because sources use [different definitions]. Sect totals are [additive/nonadditive] because [membership structure].
Part XI — Regional and Historical Identity Resolution
The Regional and Historical Branch cannot begin by assuming a known Core Religion and then discovering its Sects.
It must begin with:
People or community
+ geography
+ historical period
+ names
+ practices and institutions
+ source evidence
→ candidate religious identity
→ determination of Core Religion or other unit
→ internal Sect resolution only afterward
This separate method is required because many traditions lacked one centralized self-name, varied by locality or polity, were classified by outsiders, were embedded in kinship and law, survive through fragmentary or hostile evidence, or possess uncertain relations to modern revivals.
183. People or Community
Record:
- Self-name.
- external name.
- language.
- kinship structure.
- political structure.
- settlement.
- neighboring peoples.
- historical continuity.
184. Geography
Record:
- Exact region.
- ecological zone.
- sacred landscape.
- settlement pattern.
- historical political boundaries.
- migration.
- neighboring traditions.
185. Historical Period
Questions to answer
- Which period is under study?
- Did identity change across periods?
- Are later sources being projected backward?
- Does one name cover several historical formations?
186. Tradition Names
Record all:
- Self-designations.
- deity-centered names.
- place names.
- people names.
- outsider labels.
- colonial labels.
- archaeological labels.
- modern revival names.
187. Practice and Institution Cluster
Questions to answer
- Do practices form one coherent system?
- Are institutions shared?
- Are local variants mutually intelligible?
- Does similarity reflect regional exchange rather than one religion?
188. Source Configuration
Questions to answer
- Is the tradition known through:
- archaeology?
- oral tradition?
- hostile reports?
- missionary accounts?
- inscriptions?
- living descendants?
- Which identities are visible only through outsiders?
189. Candidate Identity Test
Determine whether evidence supports:
- One coherent Core Religion.
- family of related traditions.
- regional religious complex.
- several distinct religions.
- externally imposed umbrella category.
- historical phase of another tradition.
- local Sect of a wider religion.
- modern revival.
- modern reconstruction.
- unresolved candidate.
190. External Umbrella Test
Questions to answer
- Did outsiders combine different peoples or practices under one name?
- Did the communities share identity?
- Is the umbrella still analytically useful?
- Must it be decomposed?
191. Regional Religious Complex
Use this status where:
- Traditions share sustained regional interaction.
- boundaries are overlapping.
- no single Core Religion is defensible.
- similarities do not imply one unified identity.
- several local traditions must remain distinguishable.
192. Archaeological Culture versus Religion
Questions to answer
- Does one material culture imply one religion?
- Are ritual differences visible?
- Is the archaeological label modern?
- Can multiple religions inhabit the same material culture?
193. People Name versus Religion Name
A people’s name should not automatically become the name of its religion unless the evidence supports that usage.
194. Polity Religion versus Ethnic Religion
Questions to answer
- Is the religious system tied to one state?
- Does it include subject peoples?
- Does the state cult represent household religion?
- Does political collapse terminate the religion?
195. Village, Clan, and Lineage Variation
Questions to answer
- Are local differences Sects?
- separate religions?
- institutions?
- ritual variants?
- Does one central label flatten them?
196. Restricted Knowledge
Questions to answer
- Is some identity information nonpublic?
- Can the Core Religion be resolved without exposing secret knowledge?
- Are community authorities consulted?
- Are exact locations withheld?
197. Revival Relationship
Questions to answer
- Does a modern movement claim continuity?
- Is there living transmission?
- descendant recognition?
- textual reconstruction?
- Does the revival belong as a Sect, new Core Religion, or reconstruction candidate?
198. Regional and Historical Determination Statement
The evidence supports treating [candidate] as [Core Religion/family/complex/several traditions/external category/historical phase/revival/reconstruction/unresolved candidate] because [identity, geography, period, practice, institution, and evidence findings].
Part XII — Identity Evidence, Perspective, and Confidence
199. Identity Claim Unit
Every claim should be atomic.
Examples:
- “X is an endonym.”
- “X belongs within Y.”
- “X emerged in region Z.”
- “X is a legal school.”
- “X is currently active.”
- “X is rejected by the parent institution.”
Each receives separate evidence.
200. Claim Perspective
Classify each claim as:
- Self-description.
- parent description.
- sibling-Sect description.
- rival description.
- legal classification.
- census classification.
- historical classification.
- scholarly classification.
- common external usage.
- analyst determination.
201. Evidence Types
Identity claims may rely upon:
- Constitutions.
- official websites.
- membership documents.
- councils.
- legal records.
- census forms.
- internal histories.
- inscriptions.
- archival records.
- scholarly studies.
- ethnography.
- oral histories.
- genealogy.
- organizational charts.
- directories.
- public self-presentation.
- material evidence.
202. Authenticity
Questions to answer
- Is the source genuine?
- Current?
- Official?
- Does it represent the claimed body?
- Is the author identifiable?
203. Independence
Questions to answer
- Are several sources independent?
- Are they copying one another?
- Does apparent consensus rest on one old classification?
204. Representativeness
Questions to answer
- Does the source represent leaders, ordinary members, one region, one language, one gender, or one institution?
- Is a minority view being presented as universal?
205. Temporal Relevance
A nineteenth-century classification does not establish current identity without continuity evidence.
206. Geographic Relevance
A classification from one country does not automatically apply globally.
207. Internal Agreement
Questions to answer
- Do members agree on the name?
- parentage?
- boundaries?
- identity?
- Are regional or generational disputes present?
208. External Agreement
Questions to answer
- Do scholars, states, parent institutions, and public sources agree?
- If not, why?
209. Confidence Scale
Use:
- Certain.
- very high.
- high.
- moderate.
- low.
- very low.
- contested.
- insufficient evidence.
- unknown.
210. Evidence Conflict
For every conflict, record:
- Claim A.
- Claim B.
- source quality.
- perspective.
- date.
- place.
- analyst resolution.
- residual uncertainty.
211. Analyst Determination
The project determination should state:
- Selected classification.
- reasons.
- evidence.
- alternatives rejected.
- confidence.
- review conditions.
212. Identity Claim Ledger
| Claim | Perspective | Source | Date and place | Confidence | Conflict | Determination |
|---|
Part XIII — Parent Inheritance and Scope Propagation
213. Claim-Level Inheritance
A Sect does not inherit an entire parent section automatically.
Every parent claim receives its own inheritance decision.
214. Inherited Unchanged
Use only when:
- The Sect explicitly shares the parent position.
- no meaningful qualification is required.
- time and place align.
- evidence supports the inheritance.
215. Inherited with Qualification
Record the exact difference.
216. Period-Limited Inheritance
A Sect may have shared the parent position historically but not currently.
217. Geography-Limited Inheritance
A claim may apply only in certain regions.
218. Contested Inheritance
The Sect may dispute the parent claim without wholly rejecting it.
219. Rejected Inheritance
The Sect explicitly rejects the parent position.
220. Independent Answer
A Sect may require an entirely separate analysis.
221. Unknown Inheritance
Use where evidence is insufficient.
222. Core-Level Aggregation
When Sect analyses are combined upward, the Core Religion must not flatten their differences.
223. Aggregation Rule
A Core claim should state:
- Number and importance of Sects supporting it.
- Sects rejecting it.
- regions and periods.
- whether support is demographic, institutional, historical, or doctrinal.
- whether overlap prevents simple counting.
224. Scope Propagation
Every later claim should inherit:
- Analysis Subject ID.
- Core Religion ID.
- Sect ID where applicable.
- period.
- geography.
- population.
- perspective.
- generalization grade.
- confidence.
Part XIV — Universal Identity Dossiers
225. Universal Core Religion Dossier
Record:
- Core Religion ID.
- Project Branch.
- preferred name.
- self-designations.
- external names.
- ontological type.
- claimed origin.
- earliest attestation.
- temporal status.
- geographic scope.
- demographic definition.
- internal-diversity structure.
- major Sects.
- relationship to religious families.
- legal and scholarly classifications.
- contested boundaries.
- evidence.
- confidence.
226. Universal Sect Dossier
Record:
- Sect ID.
- Core Religion.
- primary parent.
- preferred name.
- native form.
- primary category.
- secondary categories.
- hierarchy level.
- membership shape.
- origin mechanisms.
- relationships.
- recognition statuses.
- temporal status.
- geography.
- names.
- demographic scope.
- inheritance rules.
- evidence.
- confidence.
227. Universal Name Dossier
Record:
- Name ID.
- subject.
- name.
- name type.
- language.
- script.
- transliteration.
- pronunciation.
- literal meaning.
- date.
- place.
- user.
- acceptance.
- evidence.
- confidence.
228. Universal Boundary Dossier
Record:
- Boundary ID.
- subject.
- inclusion rule.
- exclusion rule.
- boundary type.
- membership unit.
- authority.
- date.
- geography.
- exceptions.
- controversy.
- evidence.
229. Universal Recognition Dossier
Record:
- Recognizing party.
- recognized subject.
- classification.
- degree.
- date.
- place.
- basis.
- contest.
- evidence.
230. Universal Relationship Dossier
Record:
- From subject.
- to subject.
- relationship type.
- direction.
- perspective.
- start.
- end.
- geography.
- confidence.
- contest.
231. Universal Geographic Dossier
Record:
- Place.
- role.
- period.
- population.
- boundary precision.
- source.
- confidence.
- sensitivity.
232. Universal Temporal Dossier
Record:
- Event or status.
- claimed date.
- attested date.
- interval.
- uncertainty.
- source.
- confidence.
233. Universal Demographic Dossier
Record:
- Population estimate.
- definition.
- date.
- geography.
- method.
- overlap.
- uncertainty.
- source.
Required Analytical Outputs
234. Analysis Subject Card
A concise control record containing:
- Subject.
- level.
- parent path.
- period.
- geography.
- population.
- inclusion.
- exclusion.
- recognition.
- confidence.
235. Core Religion–Sect Topology
Show:
- Branch.
- Core Religion.
- unlimited-depth Sect hierarchy.
- one primary parent.
- all cross-cutting relations.
236. Sect Qualification Register
Show every candidate and its determination.
237. Sect Axis Matrix
| Sect | Native form | Primary category | Secondary categories | Level | Membership shape | Status |
|---|
238. Name Register
Show every endonym, exonym, historical, legal, translated, contested, and rejected name.
239. Boundary Matrix
| Boundary | Inclusion | Exclusion | Authority | Perspective | Period and place | Contest |
|---|
240. Membership Matrix
| Status | How acquired | Rights of belonging | Exit | Overlap | Community recognition |
|---|
241. Recognition Matrix
Show self, parent, sibling, institutional, legal, scholarly, historical, and public classification.
242. Relationship Graph
Show parentage, affiliation, communion, lineage, influence, split, merger, overlap, recognition, and rejection.
243. Internal-Diversity Map
Show divisions by Sect, region, lineage, rite, language, ethnicity, class, gender, and generation.
244. Generalization Matrix
| Claim | Distribution grade | Supporting Sects | Rejecting Sects | Region | Period |
|---|
245. Geographic Scope Map
Show origin, formative region, historical centers, current centers, sacred homeland, diaspora, minority regions, and nonterritorial networks.
246. Temporal Scope Timeline
Show claimed origin, earliest evidence, formation, differentiation, suppression, revival, reconstruction, and current status.
247. Continuity Matrix
| Continuity type | Evidence | Gaps | Current claim | Confidence |
|---|
248. Demographic Profile
Show definitions, counts, overlap, composition, geography, and uncertainty.
249. Regional and Historical Resolution Record
Show people, place, period, names, practices, evidence, candidate identities, and final determination.
250. Identity Evidence Ledger
Every name, boundary, placement, relationship, date, geography, and demographic claim linked to evidence.
251. Parent-Inheritance Matrix
| Parent claim | Sect decision | Qualification | Sect evidence | Current status |
|---|
252. Final Identity Synthesis
One-sentence Core Religion statement
[Core Religion] is a [ontological type] identified by [principal names and boundaries], historically and currently present among [populations and geographies], internally divided into [major Sect structures], and recognized through [principal self, institutional, legal, and scholarly classifications].
One-sentence Sect statement
[Sect] is a [native form] within [Core Religion and parent path], principally distinguished by [basis], structured through [membership shape], active during [period] in [geographies], and [recognized or contested] by [perspectives].
Mandatory Identity and Scope Deliverables
A completed analysis must contain all of the following.
1. Exact Analysis Subject
Core Religion or one named Sect.
2. Subject Type
Core Religion, Sect, candidate, family, complex, historical formation, revival, reconstruction, or unresolved subject.
3. Parent Path
Every level from Branch through Core Religion to the subject.
4. Scope Statement
Time, place, population, perspective, inclusions, and exclusions.
5. Preferred Name
The project’s selected public name.
6. Self-Designation Register
Every major self-name.
7. Endonym Register
Language, script, pronunciation, and community.
8. Exonym Register
Origin, user, acceptance, and problems.
9. Historical-Name Register
Former names and date ranges.
10. Legal-Name Register
Names in state and institutional records.
11. Scholarly-Name Register
Academic classifications and disagreements.
12. Rejected-Name Register
Pejorative, colonial, misleading, or superseded names.
13. Etymology Profile
Linguistic origin and popular-etymology controls.
14. Pronunciation Profile
Original and accepted modern forms.
15. Name-Equivalence Map
Synonyms, translations, aliases, homonyms, and broader–narrower relations.
16. Core Religion Determination
Why the subject qualifies or does not qualify as a Core Religion.
17. Sect Qualification Record
Why each accepted Sect qualifies.
18. Sect Candidate Register
Every unresolved or rejected candidate.
19. Sect Determination Register
Accepted, alias, institution, doctrine, practice, geographic presence, Core candidate, disputed, insufficient, or rejected.
20. Native-Form Profile
Church, denomination, school, rite, order, lineage, movement, or other form.
21. Primary Sect Category
Principal basis of differentiation.
22. Secondary Sect Categories
Every additional supported category.
23. Hierarchy-Level Profile
Major division through local, specialized, cross-cutting, or uncertain level.
24. Membership-Shape Profile
Exclusive, nested, overlapping, cross-cutting, institutional, practice-based, lineage-based, ethnocultural, non-membership, or variable.
25. Origin-Mechanism Profile
Every relevant differentiation process.
26. Primary Parent
One navigational parent with justification.
27. Relationship Graph
Every additional relationship.
28. Recognition Profile
Self, parent, sibling, institutional, legal, scholarly, public, and historical recognition.
29. Boundary Profile
Every inclusion and exclusion rule.
30. Membership Profile
Formal, hereditary, initiatory, institutional, practice-based, lineage-based, ethnocultural, nominal, and cultural forms.
31. Multiple-Affiliation Profile
Overlapping and dual identity.
32. Entry Profile
Status change and authority.
33. Exit Profile
Renunciation, disaffiliation, expulsion, and residual identity.
34. Children and Mixed-Heritage Profile
Parental transmission and later choice.
35. Intermarriage Profile
Effects on identity and descendants.
36. Internal-Diversity Census
Every major Sect and cross-cutting current.
37. Core-Level Generalization Rules
Distribution labels for every later claim.
38. Dominant-Sect Bias Control
Protection against universalizing the best-documented Sect.
39. Official–Popular Comparison
Institutional identity and lived identity.
40. Geographic-Origin Profile
Claimed and attested origins.
41. Formative-Region Profile
Places where distinctive identity developed.
42. Historical-Center Profile
Major past centers.
43. Current-Center Profile
Present demographic and institutional centers.
44. Sacred-Homeland Profile
Ancestral and sacred territorial claims.
45. Diaspora Profile
Dispersal, homeland relation, and Sect formation.
46. Nonterritorial-Network Profile
Lineage, transnational, itinerant, and digital identities.
47. Temporal-Scope Profile
Claimed origin, earliest evidence, formation, differentiation, and current cutoff.
48. Current-Status Profile
Active, extinct, absorbed, dormant, suppressed, clandestine, revived, reconstructed, or uncertain.
49. Continuity Profile
Population, lineage, doctrine, ritual, institution, language, place, material, memory, and name.
50. Revival Profile
Living continuity, memory, recovery, and current identity.
51. Reconstruction Profile
Evidence, inference, invention, authority, and transparency.
52. Population Definition
Who counts and why.
53. Population Estimate
Date, method, geography, and uncertainty.
54. Overlap Control
Prevention of Sect double-counting.
55. Demographic Composition
Age, gender, ethnicity, language, caste-community, class, and migration status.
56. Legal Classification
Status by relevant jurisdiction.
57. Census Classification
How states count the subject.
58. Scholarly Classification
Consensus and competing models.
59. Public Classification
Common usage and distortions.
60. Regional and Historical Resolution
People–place–time determination before Sect discovery.
61. External-Umbrella Test
Whether one label improperly combines separate traditions.
62. Regional-Complex Test
Whether the evidence supports a family or complex rather than one Core Religion.
63. Restricted-Identity Register
Information withheld for safety, sacred restriction, or community rights.
64. Identity Claim Ledger
Every atomic identity claim.
65. Perspective Field
Who asserts every claim.
66. Evidence Field
Source for every claim.
67. Confidence Field
Degree of certainty.
68. Conflict Field
Competing classifications.
69. Analyst Determination
Project placement and reasons.
70. Parent-Inheritance Matrix
Claim-level inheritance for each Sect.
71. Core Aggregation Matrix
How Sect claims are synthesized upward.
72. Final Identity Synthesis
One concise statement and one complete dossier.
Non-Overlap Rules
Historical Context
Identity and Scope determines what the subject is, its time envelope, and its spatial envelope.
Historical Context explains how it developed through time.
Identity may state that a Sect emerged in the sixteenth century. Historical Context narrates the events, causes, actors, and phases of that emergence.
Sources of Evidence
Identity and Scope states:
“This name is an endonym,” or “This group is a Sect of X.”
Sources of Evidence evaluates the text, archive, inscription, ethnography, legal record, or testimony supporting that claim.
Pantheon and Supernatural Beings
Identity and Scope determines which religious community is being described.
Pantheon and Supernatural Beings identifies the entities recognized by that community.
A cult centered on one deity becomes a Sect only if it possesses the required collective identity.
Cosmology and Myth
Identity and Scope determines which subject’s cosmology is in scope.
Cosmology and Myth explains that subject’s world structure and narratives.
Ritual and Practice
Identity and Scope may identify a ritual tradition as a Sect when it constitutes a persistent religious division.
Ritual and Practice explains what adherents do.
Sacred Space and Material Culture
Identity and Scope determines whether a regional shrine network constitutes a Sect, an Institution, or merely a set of places.
Sacred Space and Material Culture documents the physical sites and objects.
Religious Specialists and Institutions
Identity and Scope distinguishes Sect from Institution.
Religious Specialists and Institutions explains the offices, governance, authority, training, and organizations belonging to the resolved subject.
Social Function and Law
Identity and Scope identifies membership, boundary, and legal-recognition status.
Social Function and Law analyzes substantive duties, rights, family rules, purity, discipline, law, and social order.
Death and Afterlife
Identity and Scope determines which community’s death system is being described.
Death and Afterlife analyzes personhood, dying, funerary transition, and postmortem destiny.
Symbolism and Cultural Expression
Identity and Scope records symbols used as identity markers and names the communities using them.
Symbolism and Cultural Expression analyzes their form, meaning, reception, and cultural operation.
Contact and Transformation
Identity and Scope records present and historical identity states.
Contact and Transformation explains how contact, mission, colonialism, reform, schism, migration, suppression, revival, and reconstruction changed those identities.
Final Quality-Control Audit
A complete Identity and Scope analysis must answer every applicable question below with yes, not applicable, contested, restricted, insufficiently evidenced, or explicitly unknown.
Analysis Subject Control
- Is one exact Analysis Subject identified?
- Is it a Core Religion or Sect?
- Is the subject’s stable identifier recorded?
- Is the project Branch recorded?
- Is the parent Core Religion recorded?
- Is the immediate parent Sect recorded where applicable?
- Is the full parent path recorded?
- Is the framework version recorded?
- Is the analysis date recorded?
- Is the research purpose stated?
- Is the selected analytical level justified?
- Is a broader subject being substituted silently?
- Is a narrower Sect being used as an unmarked proxy?
- Is the subject current, historical, or both?
- Is the temporal cutoff explicit?
- Is the geographic scope explicit?
- Is the population scope explicit?
- Is the perspective scope explicit?
- Are inclusion rules explicit?
- Are exclusion rules explicit?
- Are boundary cases listed?
- Are unresolved candidates separated from accepted subjects?
- Is scope drift prevented in later dimensions?
- Can every later claim be linked back to this subject?
- Is the one-sentence scope statement complete?
Ontology
- Is Branch distinguished from religious family?
- Is Branch identified as project organization rather than emic identity?
- Is Core Religion defined?
- Is Sect defined?
- Is Institution defined?
- Is Analysis Subject defined?
- Is Core Religion distinguished from Sect?
- Is Sect distinguished from institution?
- Is Sect distinguished from congregation?
- Is Sect distinguished from doctrine?
- Is Sect distinguished from practice?
- Is Sect distinguished from one building?
- Is Sect distinguished from one publisher?
- Is Sect distinguished from one charity?
- Is Sect distinguished from one political party?
- Is Sect distinguished from geographic presence?
- Is Sect distinguished from spelling variation?
- Is Sect distinguished from unsupported pejorative label?
- Is Sect distinguished from a temporary teacher circle?
- Is religious family distinguished from Core Religion?
- Is regional complex distinguished from Core Religion?
- Is peoplehood distinguished from voluntary membership?
- Is philosophy distinguished from religion without imposing a rigid binary?
- Is culture distinguished from religion?
- Is civil religion considered?
- Is ethnoreligion considered?
- Is new religious movement status considered?
- Is revival status considered?
- Is reconstruction status considered?
- Is historical or extinct status considered?
- Is composite identity considered?
- Is syncretic identity considered without assuming impurity?
- Is the subject’s primary ontological type stated?
- Are secondary ontological types stated?
- Is ontological uncertainty stated?
Core Religion Determination
- Does a recognizable religious identity exist?
- Is that identity self-recognized, externally recognized, or reconstructed?
- Does it possess historical durability or significance?
- Does it possess multidimensional coherence?
- Is it more than one doctrine?
- Is it more than one practice?
- Is it more than one institution?
- Is it more than one population label?
- Is it distinct from accepted Core Religions?
- Would Sect placement be more accurate?
- Is its boundary discernible?
- Is internal diversity representable?
- Can it support a twelve-dimensional analysis?
- Is its preferred name supported?
- Is its time range supported?
- Is its geography supported?
- Is its population supported?
- Is its internal structure supported?
- Is it actually a religious family?
- Is it actually a regional complex?
- Is it several religions combined externally?
- Is it an external administrative category?
- Is it a historical phase of another religion?
- Is it a modern revival?
- Is it a reconstruction?
- Is it a Sect of an existing Core Religion?
- Is it an unresolved candidate?
- Are alternative determinations stated?
- Is the selected determination justified?
- Is confidence stated?
Naming
- Is the preferred name recorded?
- Is the self-designation recorded?
- Are all major self-designations recorded?
- Is the principal endonym recorded?
- Are regional endonyms recorded?
- Are historical endonyms recorded?
- Are institutional endonyms recorded?
- Are all major exonyms recorded?
- Is the creator or user of every exonym recorded?
- Is every exonym’s date recorded?
- Is every exonym’s language recorded?
- Is every exonym’s acceptance status recorded?
- Are translated names recorded?
- Are transliterated names recorded?
- Are historical names recorded?
- Are former institutional names recorded?
- Are legal names recorded?
- Are census names recorded?
- Are scholarly names recorded?
- Are popular names recorded?
- Are abbreviations recorded?
- Are acronyms expanded?
- Is the correct adjectival form recorded?
- Is the adherent name recorded?
- Are singular and plural forms recorded?
- Are gendered forms recorded where applicable?
- Is the original script recorded?
- Is the language recorded?
- Is transliteration standardized?
- Are alternate transliteration systems cross-referenced?
- Are diacritics preserved?
- Is a search-friendly form preserved?
- Is pronunciation recorded?
- Is stress recorded?
- Are tones recorded where relevant?
- Is vowel length recorded where relevant?
- Is etymology recorded?
- Is popular etymology checked?
- Is literal meaning recorded?
- Is semantic development recorded?
- Is naming authority identified?
- Are name changes dated?
- Are regional name differences mapped?
- Are Sect-specific name differences mapped?
- Are contested names recorded?
- Are objectors identified?
- Are reasons for rejection stated?
- Are pejorative names marked?
- Are colonial names marked?
- Are externally imposed names marked?
- Are reclaimed names identified?
- Are homonyms disambiguated?
- Are broader and narrower names distinguished?
- Are exact synonyms distinguished from partial equivalents?
- Are spelling variants merged appropriately?
- Are distinct identities prevented from being merged by similar names?
- Is name scope stated?
- Is every name linked to evidence?
- Is confidence stated for name equivalence?
- Is the naming synthesis complete?
Boundaries and Belonging
- Is the subject’s boundary type identified?
- Is the boundary shape identified?
- Are doctrinal boundaries identified?
- Are ritual boundaries identified?
- Are institutional boundaries identified?
- Are legal boundaries identified?
- Are genealogical boundaries identified?
- Are ethnic boundaries identified?
- Are linguistic boundaries identified?
- Are territorial boundaries identified?
- Are initiatory boundaries identified?
- Are self-identification boundaries identified?
- Are externally imposed boundaries identified?
- Are inclusion criteria stated?
- Are exclusion criteria stated?
- Are necessary criteria distinguished from sufficient criteria?
- Is birth considered?
- Is ancestry considered?
- Is initiation considered?
- Is profession of faith considered?
- Is institutional registration considered?
- Is practice considered?
- Is law considered?
- Is lineage considered?
- Is residence considered?
- Is ethnicity considered?
- Is marriage considered?
- Is self-identification considered?
- Is communal recognition considered?
- Is state assignment considered?
- Is the membership unit identified?
- Can individuals belong?
- Can households belong?
- Can lineages belong?
- Can peoples belong?
- Can institutions belong?
- Is full membership defined?
- Are partial statuses defined?
- Are novices defined?
- Are associates defined?
- Are cultural affiliates defined?
- Are nominal affiliates defined?
- Are lapsed members defined?
- Is hereditary membership defined?
- Is conversion-based membership defined?
- Is initiatory membership defined?
- Is institutional membership defined?
- Is practice-based affiliation defined?
- Is lineage-based affiliation defined?
- Is ethnocultural affiliation defined?
- Are non-membership schools recognized?
- Is dual affiliation addressed?
- Is multiple affiliation addressed?
- Is simultaneous Sect affiliation addressed?
- Is exclusive affiliation identified by level?
- Is overlapping affiliation identified?
- Is cross-cutting affiliation identified?
- Is entry defined?
- Is exit defined?
- Is expulsion defined?
- Is residual identity after exit addressed?
- Are children’s identities addressed?
- Are mixed-parentage children addressed?
- Is intermarriage addressed?
- Is adoption addressed?
- Is ritual kinship addressed?
- Is clerical identity addressed?
- Is monastic identity addressed?
- Is territorial belonging addressed?
- Is state-imposed identity addressed?
- Is self-identification sufficient or insufficient?
- Is community recognition required?
- Are boundary disputes recorded?
- Are claimants and rejecters recorded?
- Are boundary changes dated?
- Is boundary hardening noted?
- Is boundary softening noted?
- Are porous boundaries preserved rather than falsely sharpened?
- Is consent distinguished from imposed classification?
- Is the complete boundary synthesis present?
Sect Qualification and Resolution
- Is every possible Sect first treated as a candidate?
- Does the candidate possess a recognizable collective identity?
- Does it possess a name?
- Does it possess historical identity?
- Does it possess a lineage?
- Does it possess a community?
- Does it possess institutional identity?
- Does it possess persistent external classification?
- Does it belong principally within one Core Religion?
- Is that belonging self-asserted?
- Is it historically demonstrated?
- Is it institutionally recognized?
- Is it scholarly?
- Is it contested?
- Is the principal parent recorded?
- Is the religious distinction identified?
- Is the distinction doctrinal?
- Is it interpretive?
- Is it juridical?
- Is it ritual?
- Is it authority-based?
- Is it institutional?
- Is it lineage-based?
- Is it devotional?
- Is it mystical?
- Is it reform-based?
- Is it ethnocultural?
- Is it linguistic?
- Is it geographic?
- Is it diasporic?
- Is it composite?
- Is it socially or politically adaptive?
- Does the candidate possess continuity?
- If extinct, does it possess historical significance?
- Is it more than a temporary gathering?
- Is identity supported by evidence?
- Is the name user identified?
- Is the period identified?
- Is the geography identified?
- Is analytical level identified?
- Has an isolated belief been rejected as a Sect?
- Has a cross-cutting practice been rejected unless collective identity exists?
- Has one congregation been rejected unless distinct identity exists?
- Has one institution been rejected unless distinct identity exists?
- Has one geographic population been rejected unless religious identity exists?
- Has a spelling variant been resolved as an alias?
- Has an unsupported pejorative label been rejected?
- Has an individual teacher circle been tested for durable lineage?
- Is the final candidate disposition recorded?
- Is the determination evidence-backed?
Sect Native Form and Categories
- Is the native or historical form recorded?
- Is it a branch?
- Church?
- Communion?
- Denomination?
- Sect?
- School?
- Philosophical school?
- Legal school?
- Rite?
- Order?
- Monastic order?
- Lineage?
- Teacher lineage?
- Devotional current?
- Mystical current?
- Movement?
- Reform movement?
- Revival?
- Reconstruction?
- Association?
- Fellowship?
- Community?
- Tradition?
- Sampradāya?
- Panth?
- Madhhab?
- Ṭarīqa?
- Sangha?
- Shrine network?
- Historical cult?
- Scholarly classification?
- Other source-specific form?
- Is the primary basis of differentiation recorded?
- Are secondary bases recorded?
- Is the primary category evidence-based?
- Is doctrinal or theological classification defined?
- Is philosophical or interpretive classification defined?
- Is juridical or ethical classification defined?
- Is ritual or liturgical classification defined?
- Is authority or succession classification defined?
- Is institutional or denominational classification defined?
- Is monastic, ascetic, order, or lineage classification defined?
- Is mystical, devotional, or esoteric classification defined?
- Is reform, revival, or restoration classification defined?
- Is ethnocultural or linguistic classification defined?
- Is geographic, regional, or diasporic classification defined?
- Is syncretic, composite, or derived classification defined?
- Is social or political adaptation classification defined?
- Is mixed or contested classification available?
Sect Hierarchy and Membership Shape
- Is the hierarchy level recorded?
- Is it a Major Division?
- Primary Branch?
- Secondary Branch?
- School or Tradition?
- Order or Lineage?
- Regional or Cultural Form?
- Local or Specialized Form?
- Cross-Cutting?
- Uncertain Level?
- Is scale distinguished from substantive category?
- Is membership shape recorded?
- Is it an Exclusive Alternative?
- Nested Subset?
- Overlapping Identity?
- Cross-Cutting Current?
- Institutional Affiliation?
- Practice-Based Affiliation?
- Lineage-Based Affiliation?
- Ethnocultural Affiliation?
- Non-Membership School?
- Contested or Variable?
- Is exclusivity identified only at the proper level?
- Are nested and overlapping relations distinguished?
- Is a false denominational partition avoided?
- Is one primary parent recorded?
- Is the primary parent justified?
- Is unlimited depth permitted?
- Is a maximum depth avoided?
- Is the relationship graph present?
Sect Origin, Relationships, and Recognition
- Is the origin mechanism recorded?
- Is gradual differentiation considered?
- Is doctrinal dispute considered?
- Is interpretive development considered?
- Is succession dispute considered?
- Is institutional schism considered?
- Is legal-school formation considered?
- Is lineage transmission considered?
- Is charismatic founding considered?
- Is revelatory claim considered?
- Is reform considered?
- Is revival considered?
- Is restoration considered?
- Is reconstruction considered?
- Is merger considered?
- Is syncretism considered?
- Is mission expansion considered?
- Is regional localization considered?
- Is diaspora adaptation considered?
- Is ethnic differentiation considered?
- Is linguistic differentiation considered?
- Is political separation considered?
- Is state reorganization considered?
- Is colonial transformation considered?
- Is postcolonial transformation considered?
- Is suppression and underground continuation considered?
- Is externally imposed classification considered?
- Is unknown origin permitted?
- Is contested origin permitted?
- Is one primary mechanism designated where defensible?
- Are secondary mechanisms recorded?
- Is every relationship typed?
- Is subdivision-of distinguished from school-within?
- Is order-within distinguished from institution-member-of?
- Is communion distinguished from affiliation?
- Is derivation distinguished from influence?
- Is reform distinguished from revival?
- Is revival distinguished from reconstruction?
- Is split-from distinguished from successor-to?
- Is merger recorded?
- Is overlap recorded?
- Is cross-cutting recorded?
- Is competition recorded?
- Is exclusive-continuity claim recorded?
- Is recognition recorded?
- Is nonrecognition recorded?
- Is rejection recorded?
- Is external classification recorded?
- Is historical-only relationship recorded?
- Is recognition status recorded?
- Is self-identification recorded?
- Is parent recognition recorded?
- Is sibling recognition recorded?
- Is institutional recognition recorded?
- Is legal recognition recorded?
- Is scholarly consensus recorded?
- Is common external classification recorded?
- Is historical classification recorded?
- Is internal contest recorded?
- Is external contest recorded?
- Is rejection by parent recorded?
- Is claim to represent the whole religion recorded?
- Is separate-religion claim recorded?
- Is externally imposed label recorded?
- Is uncertainty recorded?
- Is every recognition claim perspectival?
- Is every relationship dated?
- Is every relationship geographically scoped?
- Is every relationship evidenced?
- Is confidence stated?
Internal Diversity and Generalization
- Are all Major Divisions inventoried?
- Are all Primary Branches inventoried?
- Are all Secondary Branches inventoried?
- Are all schools inventoried?
- Are all legal schools inventoried?
- Are all philosophical schools inventoried?
- Are all rites inventoried?
- Are all orders inventoried?
- Are all lineages inventoried?
- Are all devotional currents inventoried?
- Are all mystical currents inventoried?
- Are regional forms inventoried?
- Are diasporic forms inventoried?
- Are ethnocultural forms inventoried?
- Are cross-cutting currents inventoried?
- Are historical Sects inventoried?
- Are suppressed Sects inventoried?
- Are extinct Sects inventoried?
- Are revived Sects inventoried?
- Are reconstructed Sects inventoried?
- Are dominant and minority Sects distinguished?
- Is the best-documented Sect identified?
- Is dominant-Sect bias controlled?
- Are official and popular forms distinguished?
- Are household forms included?
- Are elite and nonelite forms distinguished?
- Are regional differences mapped?
- Are linguistic differences mapped?
- Are gender differences mapped?
- Are generational differences mapped?
- Are class and caste differences mapped?
- Are urban and rural forms mapped?
- Is every Core Religion claim graded?
- Is universal or nearly universal material identified?
- Is overwhelming predominance identified?
- Is predominant but nonuniversal material identified?
- Is widespread material identified?
- Is Sect-specific material identified?
- Is regional material identified?
- Is lineage-specific material identified?
- Is institutional material identified?
- Is historical material identified?
- Is popular but unofficial material identified?
- Is official but weakly practiced material identified?
- Is contested material identified?
- Is rejected material identified?
- Is absence from major Sects identified?
- Is non-generalizable material marked?
- Is uncertainty preserved?
- Can the Core Religion synthesis be traced to its Sects?
Recognition and Relationships
- Is self-recognition documented?
- Is parent recognition documented?
- Is sibling recognition documented?
- Is institutional recognition documented?
- Is legal recognition documented by jurisdiction?
- Is census classification documented?
- Is scholarly classification documented?
- Is public classification documented?
- Is historical classification documented?
- Is hostile classification documented?
- Are polemical labels separated from analytical terms?
- Are claims to sole authenticity documented?
- Are claims to separate-religion status documented?
- Is project placement explained where self-identification differs?
- Is relationship direction explicit?
- Is parentage distinguished from influence?
- Is affiliation distinguished from communion?
- Is historical relation distinguished from current relation?
- Is every recognizing party identified?
- Is every rejecting party identified?
- Is degree of recognition stated?
- Is recognition partial or conditional?
- Is recognition date stated?
- Is recognition geography stated?
- Is legal status current?
- Is legal status prevented from defining religious truth?
- Is state classification distinguished from community identity?
- Is census classification critically assessed?
- Are overlapping legal and religious categories recorded?
- Is the complete recognition matrix present?
Geographic Scope
- Is claimed place of origin recorded?
- Is earliest attested place recorded?
- Is formative region recorded?
- Are historical centers recorded?
- Are current centers recorded?
- Is sacred homeland recorded?
- Is ancestral territory recorded?
- Is territorial jurisdiction recorded?
- Are overlapping jurisdictions recorded?
- Are majority regions recorded?
- Are minority regions recorded?
- Are diaspora regions recorded?
- Are mission-expansion regions recorded?
- Are regional variants recorded?
- Are suppressed regions recorded?
- Are extinct regions recorded?
- Are revival regions recorded?
- Is global or transnational status recorded?
- Is digital or nonterritorial status recorded?
- Are political boundaries distinguished from historical regions?
- Are modern state names prevented from being retrojected?
- Are exact place names recorded?
- Are historical place-name variants recorded?
- Are language regions mapped?
- Are urban and rural distributions mapped?
- Are migration corridors mapped where identity-relevant?
- Are sacred territories protected where necessary?
- Are indigenous land claims represented accurately?
- Is geographic presence distinguished from regional Sect identity?
- Is a country branch prevented from becoming a Sect automatically?
- Is the geographic role of each place stated?
- Is time attached to geographic claims?
- Is population attached to geographic claims?
- Is geographic uncertainty stated?
- Are disputed boundaries stated?
- Are inaccessible regions stated?
- Are data gaps stated?
- Is map scale appropriate?
- Does the geographic synthesis avoid “core” and “periphery” as unexamined value judgments?
- Is the geographic scope statement complete?
Temporal Scope and Continuity
- Is claimed origin recorded?
- Is claimed timelessness recorded?
- Is founder date recorded where applicable?
- Is revelatory origin recorded separately from historical evidence?
- Is earliest direct attestation recorded?
- Is earliest retrospective attestation recorded?
- Is organizational foundation recorded?
- Is identity consolidation recorded?
- Is major differentiation recorded?
- Is period of greatest activity recorded where relevant?
- Is suppression recorded?
- Is disappearance recorded?
- Is merger recorded?
- Is absorption recorded?
- Is dormancy recorded?
- Is clandestine continuity recorded?
- Is revival recorded?
- Is reconstruction recorded?
- Is transformation into successor recorded?
- Is current-status date recorded?
- Are date ranges used?
- Is uncertainty represented?
- Is one forced founding year avoided?
- Is claimed date distinguished from attested date?
- Is identity emergence distinguished from institution formation?
- Is schism date distinguished from later identity consolidation?
- Is active status recorded?
- Is active-but-small status available?
- Is historical status available?
- Is extinct status available?
- Is absorbed status available?
- Is merged status available?
- Is dormant status available?
- Is suppressed status available?
- Is clandestine status available?
- Is revived status available?
- Is reconstructed status available?
- Is disputed continuation available?
- Is uncertain status available?
- Is population continuity assessed?
- Is lineage continuity assessed?
- Is institutional continuity assessed?
- Is doctrinal continuity assessed?
- Is ritual continuity assessed?
- Is legal continuity assessed?
- Is linguistic continuity assessed?
- Is territorial continuity assessed?
- Is material continuity assessed?
- Is memory continuity assessed?
- Is name continuity assessed?
- Is self-identification continuity assessed?
- Are continuity gaps identified?
- Are gaps dated?
- Is concealment distinguished from extinction?
- Is revival distinguished from uninterrupted transmission?
- Is reconstruction distinguished from revival?
- Are modern continuity claims evaluated?
- Is present status verified?
- Is temporal scope prevented from becoming a full historical narrative?
- Is the temporal synthesis complete?
Demography
- Is “adherent” defined?
- Is self-identification used?
- Is census affiliation used?
- Is institutional membership used?
- Is initiation used?
- Is ancestry used?
- Is household status used?
- Is regular participation used?
- Is doctrinal assent used?
- Is community recognition used?
- Is the selected definition justified?
- Is population date recorded?
- Is geographic scope recorded?
- Is source recorded?
- Is method recorded?
- Is margin of error recorded?
- Are inclusion rules recorded?
- Are exclusion rules recorded?
- Are census categories adequate?
- Are multiple affiliations permitted?
- Are inactive members counted?
- Are children counted?
- Are institutional rolls current?
- Are duplicate memberships present?
- Is participation frequency defined?
- Is household practice included?
- Is ancestry-based counting justified?
- Are mixed-heritage persons addressed?
- Is double-counting across Sects controlled?
- Is overlap structure incorporated?
- Is undercount assessed?
- Is persecution-related undercount assessed?
- Is clandestine practice assessed?
- Is census omission assessed?
- Is overcount assessed?
- Are inactive rolls assessed?
- Is state assignment assessed?
- Is cultural affiliation distinguished from active membership?
- Are outdated estimates rejected?
- Is age composition recorded?
- Is gender composition recorded?
- Is ethnic composition recorded?
- Is language composition recorded?
- Is caste-community composition recorded?
- Is class composition recorded?
- Is educational composition recorded?
- Is nationality recorded?
- Is migration status recorded?
- Is urban–rural distribution recorded?
- Is convert–heritage composition recorded?
- Is demographic center distinguished from institutional center?
- Is generational structure recorded?
- Is youth retention addressed?
- Is aging population addressed?
- Is growth or decline cautiously classified?
- Is current demographic uncertainty stated?
- Are exact numbers prevented from implying false precision?
- Are different counting methods compared?
- Is the demographic synthesis dated?
- Is the demographic profile complete?
Regional and Historical Resolution
- Is the people or community identified?
- Is the self-name recorded?
- Is the external name recorded?
- Is language recorded?
- Is kinship structure considered?
- Is political structure considered?
- Is settlement pattern considered?
- Is geography precisely defined?
- Is ecological region considered?
- Is sacred landscape considered?
- Is historical period fixed?
- Are later forms prevented from being projected backward?
- Are all tradition names inventoried?
- Are people names distinguished from religion names?
- Are archaeological labels distinguished from religious identities?
- Are colonial labels identified?
- Are modern revival names identified?
- Are practices inventoried?
- Are institutions inventoried?
- Is internal variation assessed?
- Is one coherent system demonstrated?
- Is a family of related traditions possible?
- Is a regional complex possible?
- Are several distinct religions possible?
- Is an externally imposed category possible?
- Is a historical phase of another religion possible?
- Is a local Sect of a wider religion possible?
- Is a modern revival possible?
- Is a reconstruction possible?
- Is unresolved status possible?
- Are textual sources assessed?
- Are oral sources assessed?
- Is archaeology assessed?
- Are inscriptions assessed?
- Are hostile reports assessed critically?
- Are missionary sources assessed critically?
- Are living descendants included?
- Is self-identification evidence available?
- Are village differences assessed?
- Are clan differences assessed?
- Are lineage differences assessed?
- Are polity differences assessed?
- Is one external umbrella being decomposed where necessary?
- Is a regional complex distinguished from one religion?
- Is archaeological culture distinguished from religion?
- Is state cult distinguished from household religion?
- Is restricted knowledge protected?
- Are precise sacred locations protected?
- Is revival continuity evaluated?
- Is the final Regional and Historical determination explicit?
Evidence, Inheritance, and Final Synthesis
- Is every identity claim atomic?
- Is every name claim evidenced?
- Is every parentage claim evidenced?
- Is every Sect-category claim evidenced?
- Is every hierarchy claim evidenced?
- Is every membership-shape claim evidenced?
- Is every origin-mechanism claim evidenced?
- Is every relationship claim evidenced?
- Is every recognition claim evidenced?
- Is every temporal claim evidenced?
- Is every geographic claim evidenced?
- Is every demographic claim evidenced?
- Is claim perspective recorded?
- Is self-description identified?
- Is parent description identified?
- Is sibling description identified?
- Is rival description identified?
- Is legal classification identified?
- Is census classification identified?
- Is scholarly classification identified?
- Is historical classification identified?
- Is analyst determination identified?
- Is source authenticity assessed?
- Is source independence assessed?
- Is source representativeness assessed?
- Is temporal relevance assessed?
- Is geographic relevance assessed?
- Is internal agreement assessed?
- Is external agreement assessed?
- Is evidence conflict recorded?
- Is confidence graded?
- Are unsupported claims rejected?
- Are uncertain claims left uncertain?
- Are emic and etic accounts separated?
- Are community claims preserved?
- Are scholarly determinations labeled?
- Are legal classifications prevented from overriding religious identity silently?
- Are hostile sources prevented from defining the subject uncritically?
- Are dominant institutions prevented from erasing minorities?
- Are current sources used for current status?
- Is every parent claim assigned an inheritance status?
- Is inherited-unchanged status justified?
- Is inherited-with-qualification status documented?
- Is period-limited inheritance documented?
- Is geography-limited inheritance documented?
- Is contested inheritance documented?
- Is rejected inheritance documented?
- Is not-applicable inheritance documented?
- Is independent Sect answer documented?
- Is unknown inheritance documented?
- Are parent evidence links preserved?
- Are Sect-specific evidence links added?
- Are Core Religion claims aggregated from Sect evidence?
- Is overlapping Sect membership considered during aggregation?
- Are generalization grades retained?
- Is the final subject statement complete?
- Is the final naming synthesis complete?
- Is the final boundary synthesis complete?
- Is the final Sect topology complete?
- Is the final recognition synthesis complete?
- Is the final geographic synthesis complete?
- Is the final temporal synthesis complete?
- Is the final demographic synthesis complete?
- Is the final uncertainty statement complete?
- Can another researcher identify the exact subject?
- Can another researcher reproduce the Sect determination?
- Can another researcher trace every name to its source?
- Can another researcher reconstruct every boundary?
- Can another researcher distinguish tree placement from graph relations?
- Can another researcher determine who recognizes the identity?
- Can another researcher determine where and when each claim applies?
- Can a later framework section avoid scope drift using this record?
- Can a Core Religion analysis identify which claims are truly core-wide?
- Can a Sect analysis distinguish inherited from Sect-specific material?
- Does the analysis avoid treating one institution as the whole religion?
- Does it avoid treating one Sect as the whole Core Religion?
- Does it avoid treating one practice as a Sect?
- Does it avoid treating one population as a religious division without evidence?
- Does it avoid treating every tradition as an exclusive membership system?
- Does it preserve the fact that religious identity can be nested, overlapping, cross-cutting, inherited, chosen, contested, and historically transformed?
Only after Identity and Scope has passed this audit should the analysis proceed to Historical Context. The subject must be fixed before its history can be narrated; otherwise the history will repeatedly change its object without admitting that it has done so.