feat(skills): add deep-research skill
Copy deep-research skill from local Qoder installation to config repo for version control
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skills/deep-research/references/ethics_checklist.md
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skills/deep-research/references/ethics_checklist.md
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# Research Ethics Checklist — AI-Assisted Research
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## Purpose
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Comprehensive ethics checklist for AI-assisted academic research. Used by the ethics_review_agent.
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## 1. AI Disclosure
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### Mandatory Disclosure Elements
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- [ ] AI tools used are named (e.g., "Claude," "GPT-4," "Gemini")
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- [ ] Scope of AI involvement specified:
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- [ ] Literature search assistance
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- [ ] Source screening
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- [ ] Evidence synthesis
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- [ ] Draft writing
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- [ ] Editing/revision
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- [ ] Data analysis
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- [ ] Translation
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- [ ] Human oversight described (who reviewed what, at which stages)
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- [ ] AI limitations acknowledged (potential hallucination, knowledge cutoff, etc.)
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- [ ] AI version/date noted (for reproducibility)
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### Disclosure Statement Template
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```
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AI Disclosure: This research was conducted with assistance from [AI Tool Name]
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(version/date). AI was used for [specific tasks]. All findings were verified
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against cited sources by [human role]. The research team maintains full
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responsibility for the accuracy and interpretation of all content.
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```
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### Where to Place Disclosure
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- In the methodology section (detailed)
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- In the abstract or author note (brief)
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- In footnotes for specific AI-generated analyses
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## 2. Attribution Integrity
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### Citation Ethics
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- [ ] Every factual claim has at least one supporting citation
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- [ ] No fabricated or hallucinated references
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- Verification: Spot-check minimum 20% of references for existence
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- Cross-check DOIs, publication years, author names
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- [ ] Paraphrasing is genuine (not just rearranging words)
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- [ ] Direct quotes are exact and attributed
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- [ ] Ideas are attributed to original authors, not intermediary sources
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- [ ] Self-citation is proportionate (not excessive or exclusionary)
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### AI-Specific Attribution Risks
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| Risk | Description | Mitigation |
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|------|-------------|-----------|
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| Hallucinated references | AI generates plausible but non-existent citations | Verify every reference against database |
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| Merged citations | AI combines details from multiple sources | Cross-check each citation element |
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| Incorrect authors | AI assigns wrong authors to works | Verify author names against actual publications |
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| Wrong year | AI uses incorrect publication year | Cross-check against database records |
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| Ghost citations | References listed but never cited in text | Audit reference list against in-text citations |
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## 3. Dual-Use Assessment
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### Screening Questions
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1. Could this research be used to harm individuals or communities?
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2. Does it reveal vulnerabilities that could be exploited?
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3. Could it be used to develop surveillance or control mechanisms?
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4. Does it provide information that could be weaponized?
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5. Could it be used to discriminate against specific groups?
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### Risk Levels and Responses
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| Level | Action Required |
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|-------|----------------|
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| None | No additional action |
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| Low | Brief note in limitations |
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| Moderate | Responsible Use statement in report |
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| High | Prominent warning + limited distribution recommendation |
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| Critical | Do not publish without institutional ethics review |
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### Responsible Use Statement Template
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```
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Responsible Use: This research is intended for [stated purpose]. The authors
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acknowledge that findings related to [sensitive area] could potentially be
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applied in ways not intended by this research. Users of this research are
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urged to consider the ethical implications of their applications and to
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prioritize [specific ethical principle].
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```
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## 4. Fair Representation
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### Balanced Treatment Checklist
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- [ ] Multiple perspectives on contested issues are presented
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- [ ] Minority/dissenting viewpoints are not dismissed without engagement
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- [ ] Subjects and communities are described accurately
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- [ ] Language is respectful and non-stigmatizing
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- [ ] Cultural context is acknowledged where relevant
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- [ ] Power dynamics are considered (who is studied vs. who studies)
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- [ ] Geographic and cultural diversity in sources
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### Sensitive Topics
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- Indigenous knowledge: Respect OCAP principles (Ownership, Control, Access, Possession)
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- Disability: Person-first language unless community prefers identity-first
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- Gender/sexuality: Use inclusive, current terminology
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- Race/ethnicity: Use preferred terminology of the communities discussed
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- Socioeconomic status: Avoid deficit framing
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- Mental health: Avoid stigmatizing language
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### Representation Audit Questions
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1. Whose voices are centered? Whose are missing?
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2. Are communities described on their own terms?
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3. Is there implicit bias in the framing?
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4. Would the subjects/communities recognize themselves in this description?
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## 5. Data Ethics
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### Data Source Ethics
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- [ ] All data sources are legal to use
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- [ ] Public data: Confirm public domain or appropriate license
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- [ ] Licensed data: Usage complies with license terms
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- [ ] Scraped data: Complies with robots.txt and terms of service
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- [ ] Personal data: GDPR/privacy law compliance (if applicable)
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- [ ] Institutional data: Authorized access confirmed
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### Privacy Protection
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- [ ] No personally identifiable information (PII) without consent
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- [ ] Aggregated data used where possible
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- [ ] Small-N groups protected from identification
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- [ ] Institutional identities protected when not public
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- [ ] Data retention/deletion plan (if primary data collected)
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### AI-Specific Data Concerns
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- [ ] AI training data biases acknowledged
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- [ ] AI knowledge cutoff date noted
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- [ ] AI-generated data clearly labeled as such
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- [ ] No circular citation (AI cites AI-generated content)
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## 6. Conflict of Interest
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### Types to Assess
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- [ ] Financial: Funding source, consulting relationships
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- [ ] Institutional: Author evaluating own institution
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- [ ] Intellectual: Author defending own prior work
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- [ ] Personal: Relationships with subjects/stakeholders
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- [ ] Political: Government-funded research on government policy
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- [ ] Commercial: Industry connections or product interests
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- [ ] AI-specific: AI tool company influence on research design
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### Disclosure Requirement
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Any identified conflict must be disclosed in the report, with an assessment of whether it could have influenced the findings.
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## 7. Reproducibility Ethics
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### Documentation Requirements
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- [ ] Search strategies documented (databases, terms, dates)
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- [ ] Inclusion/exclusion criteria documented
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- [ ] Analytical methods described in replicable detail
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- [ ] AI prompts/instructions documented (if relevant)
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- [ ] Data processing steps documented
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- [ ] Code/scripts shared (if applicable)
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### Reproducibility Statement Template
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```
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Reproducibility: The search strategy, inclusion criteria, and analytical
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methods used in this research are documented in [section/appendix]. The
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AI-assisted components used [specific prompts/parameters]. Researchers
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wishing to replicate or extend this work should note [relevant limitations
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or conditions].
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```
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## 8. Human Subjects Ethics
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### 8.1 Human Subjects Determination
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- [ ] Does the research collect, use, or analyze human-related data?
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- [ ] If yes, is the data personally identifiable?
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- [ ] If the data is publicly available and de-identified, has exempt review status been confirmed with the IRB?
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### 8.2 IRB Review Levels
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| Review Level | Applicable Conditions | Review Timeline |
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|-------------|----------------------|-----------------|
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| **Exempt Review** | Public data, de-identified data, anonymous surveys (no sensitive topics) | 1-2 weeks |
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| **Expedited Review** | Minimal risk, non-vulnerable populations, general surveys/interviews | 2-4 weeks |
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| **Full Board Review** | Greater than minimal risk, vulnerable populations, sensitive topics, deception | 4-8 weeks |
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- [ ] Applicable IRB review level has been determined
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- [ ] IRB review timeline has been incorporated into the research project schedule
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- [ ] Researcher has completed research ethics training (CITI or equivalent course)
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### 8.3 Informed Consent
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- [ ] Informed consent form includes research title, purpose, procedures, risks, and benefits
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- [ ] Clearly states voluntary nature of participation (may withdraw at any time, no penalties)
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- [ ] Provides researcher and IRB contact information
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- [ ] Special situations addressed:
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- [ ] Online survey: Electronic consent (clicking "I agree")
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- [ ] Audio/video recording: Separate checkbox item
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- [ ] Minors: Legal guardian consent + subject assent
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- [ ] Indigenous research: Community consent + individual informed consent
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### 8.4 Data De-identification
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- [ ] Remove direct identifiers (names, student IDs, national ID numbers)
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- [ ] Assess indirect identifier risks (department + year + gender combinations)
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- [ ] Small sample re-identification risk assessment (small departments may allow re-identification of individuals)
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- [ ] Remove identifiable details from qualitative quotations
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- [ ] Encrypt data storage with access controls
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- [ ] Establish data retention and destruction timeline
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### 8.5 Vulnerable Population Protection
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| Population | Additional Protective Measures |
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|-----------|-------------------------------|
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| **Minors** | Legal guardian consent + age-appropriate assent form |
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| **Persons with disabilities** | Assess consent capacity, provide accessible consent procedures |
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| **Students (researcher is a teacher)** | Avoid power dynamics affecting voluntariness, use third-party recruitment |
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| **Indigenous peoples** | Community consultation and consent, respect OCAP principles |
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| **Economically disadvantaged** | Compensation must not constitute undue inducement |
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| **Incarcerated persons** | Additional IRB review, ensure non-coercive participation |
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- [ ] Vulnerable populations involved in the research have been identified
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- [ ] Corresponding additional protective measures have been planned
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- [ ] IRB review level accounts for vulnerable population considerations
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> For detailed IRB decision tree and Taiwan-specific process: see `references/irb_decision_tree.md`
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---
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## Quick Audit Checklist (Final Gate)
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Before delivery, confirm ALL items:
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- [ ] AI disclosure present and accurate
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- [ ] All references spot-checked (minimum 20%)
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- [ ] No fabricated citations detected
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- [ ] Dual-use assessment completed
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- [ ] Fair representation reviewed
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- [ ] Data sources legally and ethically used
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- [ ] Conflicts of interest disclosed
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- [ ] Reproducibility documentation provided
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- [ ] Writing is inclusive and respectful
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- [ ] Report benefits stated audience without causing foreseeable harm
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- [ ] If the research involves human subjects, has IRB review been planned?
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