Footnote Relegator

Footnote Relegator

Take a scholarly article and make it two-tiered: a leaner main text that carries the argument, and substantive footnotes that carry the detail. Nothing is deleted — text is moved, near-verbatim, from body to notes.

The governing principle

The body must remain self-sufficient. A reader who never glances at a footnote should follow every step of the argument and lose nothing essential. Footnotes carry enrichment, qualification, and apparatus — never a load-bearing move. Every candidate demotion must pass this test in both directions:

• If removing the passage breaks the argument's chain, it stays in the body.
• If the passage would survive removal without any reader noticing a gap in reasoning, it is a demotion candidate.

The complementary test for the footnote side: each note must stand alone. A reader who does drop down should find a self-contained mini-discussion, not a fragment that only makes sense mid-paragraph.

Inputs

1. The article — Markdown or .docx. (Other formats: convert to Markdown first with pandoc, then treat as Markdown; deliver back in the original format only if a faithful conversion exists.)
2. The relegation fraction — the share of original body-text words to move into footnotes. If the user gives a number ("relegate a third", "20%"), use it. If the user says nothing, use 25%. Body words means words in the main text excluding existing footnote/endnote content, headings kept as-is, and excluding tables, figures, and block quotes of primary sources (those are neither demoted nor counted).

Capability preflight

Before promising output formats, check what the host can actually do.

1. If the user names a conversion or document-processing method, use it. If it is unavailable, say so and ask before substituting another method.
2. Otherwise use any connected or built-in document capability that can faithfully read, edit, render, and verify the source while keeping it local to the authorized workspace.
3. Otherwise use available local tools such as pandoc for conversion, Python 3 for the bundled scripts, and a Word-compatible renderer for visual checks.
4. If no faithful Word conversion and verification path exists, do not promise .docx or tracked changes. Offer Markdown plus the relegation memo; if the only input is .docx, ask the user for Markdown or another source the host can read faithfully.

For Markdown input, scripts/ledger.py is optional but preferred. If Python 3 is not available, perform its conservation, word-count, and note-reference checks manually and say that the automated check did not run.

Hard rules (these define the skill — do not relax them)

1. Move, never delete. Every word that leaves the body lands in a footnote. If something seems worthless, it still moves; flagging it for the author's own deletion belongs in the memo, not in your edit.
2. Near-verbatim. Demoted text keeps its wording. Permitted edits are only those a passage needs to stand alone as a note: resolving pronouns whose referent stayed in the body, adjusting an opening connective ("Moreover," → dropped or replaced), converting a sentence fragment into a sentence. Do not compress, paraphrase, or improve the author's prose.
3. The body reads seamlessly. After each removal, repair the seam: transitions, pronoun references, list continuity ("three reasons" → check all three still appear in the body or adjust the framing sentence — by moving framing too, not rewriting the claim).
4. Citations travel with their sentences. An inline citation or an existing footnote reference inside demoted text goes down with it (see integration rules). Never strand a citation from the claim it supports, and never lose one.

Workflow

Step 1 — Intake and measure

• Markdown: work on the file directly.
• .docx: extract with pandoc article.docx -t markdown -o article.md (footnotes arrive as [^n] — verify they did). Keep the original .docx untouched; you will need it for output.
• Count body words (see definition above) and compute the target: target_words = fraction × body_words. Land within about two percentage points of the requested fraction — this is a commitment the user gave a number for, not a vibe. scripts/ledger.py measures this for you; run it at the end, but you can also run it mid-edit to check progress.

Step 2 — Classify

Walk the text sentence by sentence. Mark each unit protected or relegable using resources/demotion-rubric.md. Read that file before classifying — the protected list (thesis moves, chain-of-reasoning steps, definitions used later, primary evidence, topic sentences) and the relegable taxonomy (qualifications, compressed history, literature placement, source criticism, counterexamples, secondary examples, methodological asides) with worked micro-examples live there.

Step 3 — Select to target

Build a demotion ledger before touching the text — a table of candidate units: the text (or its first words), word count, rubric category, destination (new note vs. merge into existing note N), and anchor sentence. Select candidates until the ledger sums to the target, preferring:

• whole sentences and 2–3 sentence clusters over clause surgery;
• demotions spread across the article over gutting one section;
• the clearest rubric fits first — if you must reach for marginal candidates to hit the target, take the least load-bearing ones and say so in the memo.

If the article simply lacks enough relegable material to hit the fraction without breaking the body (rare, but real for very lean texts), stop short, and report the achieved fraction and the reason rather than demoting load-bearing prose.

Step 4 — Execute and repair

For each ledger entry, in document order:

1. Remove the unit from the body; place the note anchor at the end of the surviving sentence it enriches (after closing punctuation).
2. Write the footnote: the demoted text near-verbatim, standing alone.
3. Repair the seam in the body prose.
4. Check for orphaned back-references: "as noted above," "this exception," "the second objection" — anything in the body that now points at text that moved. Fix by re-anchoring the reference or moving the referring phrase too.

Step 5 — Integrate with existing footnotes

Read resources/integration-rules.md before this step. In brief: demoted prose joins an existing citation-only note at the same anchor rather than stacking a second flag on one sentence; same-subject textual notes merge; footnote references inside demoted text fold into the destination note (no notes-on-notes); numbering renumbers automatically in both Markdown and Word.

Step 6 — Verify

Run the ledger script:

python scripts/ledger.py original.md revised.md --fraction 0.25

It reports achieved fraction vs. target, body/note word deltas, and — most important — a lost-text check: any sentence that left the body and cannot be found (near-verbatim) in a footnote is flagged. A flagged sentence means you deleted instead of moved; fix it. Then re-read the revised body only, start to finish, for flow — the machine checks conservation, only reading checks seamlessness.