Audit which joints your imitation term constrains - a task that needs deviation is fighting the reference
imitation-term-scope-audit.List which joints your imitation/deviation terms actually constrain and check the new skill's required motion against that list; for balance-coupled joints deliver references as feed-forward residuals, not absolute-position targets - and never assume "reference = 0" is neutral.
Symptom
Sidewalk would not learn despite a dedicated tracking reward; meanwhile the gait-shaping imitation term (joint_pos_ref) computed its error norm over ALL 12 joints while its reference covered only the 6 sagittal joints - roll/yaw reference was constantly 0.
Context
Two prior generations had shown the forward gait itself was taught by joint_pos_ref, not discovered by PPO (v6 halved the shaping and swing height collapsed 35 mm -> 4 mm). So the reference is load-bearing - but sidewalk requires hip_roll to deviate from nominal, and the all-joints norm punished exactly that deviation: "一边悬赏一边罚过程" (posting a bounty while punishing the process). A follow-up experiment (C4-redo3, free_roll=True releasing the 4 roll joints from the norm) raised the regularization headroom 6x -> 27x yet sidewalk stayed flat and released hip_roll wandered, killing other skills - net negative, withdrawn. A --roll-absolute probe showed the converse failure: pinning roll to a clock-driven absolute trajectory drove tilt 6.9 -> 13.7 deg. Conclusion recorded: absolute-position imitation cannot teach actions that must be superimposed on state feedback.
Change
The audit reframed the problem: neither punishing roll deviation nor freeing roll nor absolute roll tracking works; the reference for a balance-coupled joint must be delivered as feed-forward under the policy's residual control (see feedforward-for-phase-locked-skills).
Outcome
free_roll rung: joint_pos_ref term rose 0.887 -> 1.104 (release confirmed effective) but vy stayed flat; regularization hypothesis eliminated by experiment.
Mechanism
An imitation error norm defines a cage: joints inside it are pulled to the reference in absolute position, so any skill requiring systematic deviation is taxed per step; but joints carrying active balance cannot follow absolute references either, since their correct position depends on state. The scope and the delivery mechanism of the reference are therefore design decisions per joint, not defaults.
Applies when
- adding a skill that moves joints your reference sets to zero/nominal
- an imitation or deviation penalty coexists with a new tracking reward
- considering releasing joints from a shaping term mid-lineage
“前进步态也不是 PPO 自己发现的，是 joint_pos_ref 教出来的（v6 砍半塑形 → 抬脚 35 mm 塌到 4 mm…）。而 ref_joint_offset 原本只写 6 个矢状面关节，roll/yaw 参考恒 0 —— 侧走既没被教，roll 一偏离 nominal 反被 joint_pos_ref 扣分。一边悬赏一边罚过程。”