diff --git a/.github/workflows/build.yml b/.github/workflows/build.yml
index 5469889a..35f47c51 100644
--- a/.github/workflows/build.yml
+++ b/.github/workflows/build.yml
@@ -15,10 +15,10 @@ jobs:
             # use old linux so that the shared library versioning is more portable
             artifact_name: capa
             asset_name: linux
-          - os: windows-latest
+          - os: windows-2019
             artifact_name: capa.exe
             asset_name: windows
-          - os: macos-latest
+          - os: macos-10.15
             artifact_name: capa
             asset_name: macos
     steps:
@@ -30,7 +30,7 @@ jobs:
         uses: actions/setup-python@v2
         with:
           python-version: 3.9
-      - if: matrix.os == 'ubuntu-latest'
+      - if: matrix.os == 'ubuntu-16.04'
         run: sudo apt-get install -y libyaml-dev
       - name: Install PyInstaller
         run: pip install 'pyinstaller==4.2'
@@ -47,7 +47,7 @@ jobs:
 
   zip:
     name: zip ${{ matrix.asset_name }}
-    runs-on: ubuntu-latest
+    runs-on: ubuntu-20.04
     needs: build
     strategy:
       matrix:
diff --git a/.github/workflows/publish.yml b/.github/workflows/publish.yml
index 53768b91..a0ecb770 100644
--- a/.github/workflows/publish.yml
+++ b/.github/workflows/publish.yml
@@ -9,7 +9,7 @@ on:
 
 jobs:
   deploy:
-    runs-on: ubuntu-latest
+    runs-on: ubuntu-20.04
     steps:
       - uses: actions/checkout@v2
       - name: Set up Python
@@ -26,4 +26,4 @@ jobs:
           TWINE_PASSWORD: ${{ secrets.PYPI_PASSWORD }}
         run: |
           python setup.py sdist bdist_wheel
-          twine upload --skip-existing dist/*
\ No newline at end of file
+          twine upload --skip-existing dist/*
diff --git a/.github/workflows/tag.yml b/.github/workflows/tag.yml
new file mode 100644
index 00000000..77c66d0e
--- /dev/null
+++ b/.github/workflows/tag.yml
@@ -0,0 +1,24 @@
+name: tag
+
+on:
+  release:
+    types: [published]
+
+jobs:
+  tag:
+    name: Tag capa rules
+    runs-on: ubuntu-20.04
+    steps:
+    - name: Checkout capa-rules
+      uses: actions/checkout@v2
+      with:
+        repository: fireeye/capa-rules
+        token: ${{ secrets.CAPA_TOKEN }}
+    - name: Tag capa-rules
+      run: git tag ${{ github.event.release.tag_name }}
+    - name: Push tag to capa-rules
+      uses: ad-m/github-push-action@master
+      with:
+        repository: fireeye/capa-rules
+        github_token: ${{ secrets.CAPA_TOKEN }}
+        tags: true
diff --git a/.github/workflows/tests.yml b/.github/workflows/tests.yml
index c3faac83..14b64894 100644
--- a/.github/workflows/tests.yml
+++ b/.github/workflows/tests.yml
@@ -8,7 +8,7 @@ on:
 
 jobs:
   code_style:
-    runs-on: ubuntu-latest
+    runs-on: ubuntu-20.04
     steps:
     - name: Checkout capa
       uses: actions/checkout@v2
@@ -24,7 +24,7 @@ jobs:
       run: black -l 120 --check .
 
   rule_linter:
-    runs-on: ubuntu-latest
+    runs-on: ubuntu-20.04
     steps:
     - name: Checkout capa with rules submodule
       uses: actions/checkout@v2
@@ -42,7 +42,7 @@ jobs:
 
   tests:
     name: Tests in ${{ matrix.python }}
-    runs-on: ubuntu-latest
+    runs-on: ubuntu-20.04
     needs: [code_style, rule_linter]
     strategy:
       fail-fast: false
@@ -67,4 +67,3 @@ jobs:
       run: pip install -e .[dev]
     - name: Run tests
       run: pytest tests/
-
diff --git a/README.md b/README.md
index 0b1b26c7..498a111d 100644
--- a/README.md
+++ b/README.md
@@ -2,7 +2,7 @@
 
 [![PyPI - Python Version](https://img.shields.io/pypi/pyversions/flare-capa)](https://pypi.org/project/flare-capa)
 [![Last release](https://img.shields.io/github/v/release/fireeye/capa)](https://github.com/fireeye/capa/releases)
-[![Number of rules](https://img.shields.io/badge/rules-471-blue.svg)](https://github.com/fireeye/capa-rules)
+[![Number of rules](https://img.shields.io/badge/rules-470-blue.svg)](https://github.com/fireeye/capa-rules)
 [![CI status](https://github.com/fireeye/capa/workflows/CI/badge.svg)](https://github.com/fireeye/capa/actions?query=workflow%3ACI+event%3Apush+branch%3Amaster)
 [![Downloads](https://img.shields.io/github/downloads/fireeye/capa/total)](https://github.com/fireeye/capa/releases)
 [![License](https://img.shields.io/badge/license-Apache--2.0-green.svg)](LICENSE.txt)
diff --git a/capa/ida/plugin/form.py b/capa/ida/plugin/form.py
index 212d8b90..f16f5abe 100644
--- a/capa/ida/plugin/form.py
+++ b/capa/ida/plugin/form.py
@@ -617,6 +617,7 @@ class CapaExplorerForm(idaapi.PluginForm):
 
         rule_path = settings.user[CAPA_SETTINGS_RULE_PATH]
         try:
+            # TODO refactor: this first part is identical to capa.main.get_rules
             if not os.path.exists(rule_path):
                 raise IOError("rule path %s does not exist or cannot be accessed" % rule_path)
 
@@ -632,8 +633,8 @@ class CapaExplorerForm(idaapi.PluginForm):
                         continue
                     for file in files:
                         if not file.endswith(".yml"):
-                            if not (file.endswith(".md") or file.endswith(".git") or file.endswith(".txt")):
-                                # expect to see readme.md, format.md, and maybe a .git directory
+                            if not (file.startswith(".git") or file.endswith((".git", ".md", ".txt"))):
+                                # expect to see .git* files, readme.md, format.md, and maybe a .git directory
                                 # other things maybe are rules, but are mis-named.
                                 logger.warning("skipping non-.yml file: %s", file)
                             continue
@@ -1019,6 +1020,12 @@ class CapaExplorerForm(idaapi.PluginForm):
 
         # create deep copy of current rules, add our new rule
         rules = copy.copy(self.rules_cache)
+
+        # ensure subscope rules are included
+        for sub in rule.extract_subscope_rules():
+            rules.append(sub)
+
+        # include our new rule in the list
         rules.append(rule)
 
         try:
diff --git a/capa/ida/plugin/view.py b/capa/ida/plugin/view.py
index d0fb0474..52a29916 100644
--- a/capa/ida/plugin/view.py
+++ b/capa/ida/plugin/view.py
@@ -415,6 +415,11 @@ class CapaExplorerRulgenEditor(QtWidgets.QTreeWidget):
         # create a new parent under root node, by default; new node added last position in tree
         new_parent = self.new_expression_node(self.root, (action.data()[0], ""))
 
+        if "basic block" in action.data()[0]:
+            # add default child expression when nesting under basic block
+            new_parent.setExpanded(True)
+            new_parent = self.new_expression_node(new_parent, ("- or:", ""))
+
         for o in self.get_features(selected=True):
             # take child from its parent by index, add to new parent
             new_parent.addChild(o.parent().takeChild(o.parent().indexOfChild(o)))
@@ -425,6 +430,15 @@ class CapaExplorerRulgenEditor(QtWidgets.QTreeWidget):
     def slot_edit_expression(self, action):
         """ """
         expression, o = action.data()
+        if "basic block" in expression and "basic block" not in o.text(
+            CapaExplorerRulgenEditor.get_column_feature_index()
+        ):
+            # current expression is "basic block", and not changing to "basic block" expression
+            children = o.takeChildren()
+            new_parent = self.new_expression_node(o, ("- or:", ""))
+            for child in children:
+                new_parent.addChild(child)
+            new_parent.setExpanded(True)
         o.setText(CapaExplorerRulgenEditor.get_column_feature_index(), expression)
 
     def slot_clear_all(self, action):
@@ -801,9 +815,11 @@ class CapaExplorerRulegenFeatures(QtWidgets.QTreeWidget):
         if text:
             for o in iterate_tree(self):
                 data = o.data(0, 0x100)
-                if data and text.lower() not in data.get_value_str().lower():
-                    o.setHidden(True)
-                    continue
+                if data:
+                    to_match = data.get_value_str()
+                    if not to_match or text.lower() not in to_match.lower():
+                        o.setHidden(True)
+                        continue
                 o.setHidden(False)
                 o.setExpanded(True)
         else:
diff --git a/capa/main.py b/capa/main.py
index 19fda0d4..41910ece 100644
--- a/capa/main.py
+++ b/capa/main.py
@@ -379,8 +379,8 @@ def get_rules(rule_path, disable_progress=False):
 
             for file in files:
                 if not file.endswith(".yml"):
-                    if not (file.endswith(".md") or file.endswith(".git") or file.endswith(".txt")):
-                        # expect to see readme.md, format.md, and maybe a .git directory
+                    if not (file.startswith(".git") or file.endswith((".git", ".md", ".txt"))):
+                        # expect to see .git* files, readme.md, format.md, and maybe a .git directory
                         # other things maybe are rules, but are mis-named.
                         logger.warning("skipping non-.yml file: %s", file)
                     continue
diff --git a/doc/release.md b/doc/release.md
new file mode 100644
index 00000000..729b648b
--- /dev/null
+++ b/doc/release.md
@@ -0,0 +1,25 @@
+# Release checklist
+
+- [ ] Ensure all milestoned issues/PRs are addressed, or reassign to a new milestone.
+- [ ] Add the `dont merge` label to all PRs that are close to be ready to merge (or merge them if they are ready) in [capa](https://github.com/fireeye/capa/pulls) and [capa-rules](https://github.com/fireeye/capa-rules/pulls).
+- [ ] Ensure the [CI workflow succeeds in master](https://github.com/fireeye/capa/actions/workflows/tests.yml?query=branch%3Amaster).
+- [ ] Ensure that `python scripts/lint.py rules/ --thorough` succeeds (only `missing examples`  offenses are allowed in the nursery).
+- [ ] Review changes
+  - capa https://github.com/fireeye/capa/compare/\<last-release\>...master
+  - capa-rules https://github.com/fireeye/capa-rules/compare/\<last-release>\...master
+- [ ] Update [CHANGELOG.md](https://github.com/fireeye/capa/blob/master/CHANGELOG.md)
+  - Do not forget to add a nice introduction thanking contributors
+  - Remember that we need a major release if we introduce breaking changes
+  - Sections
+    - New Features
+    - New Rules
+    - Bug Fixes
+    - Changes
+    - Development
+    - Raw diffs
+- [ ] Update [capa/version.py](https://github.com/fireeye/capa/blob/master/capa/version.py)
+- [ ] Create a PR with the updated [CHANGELOG.md](https://github.com/fireeye/capa/blob/master/CHANGELOG.md) and [capa/version.py](https://github.com/fireeye/capa/blob/master/capa/version.py). Copy this checklist in the PR description.
+- [ ] After PR review, merge the PR and [create the release in GH](https://github.com/fireeye/capa/releases/new) using text from the [CHANGELOG.md](https://github.com/fireeye/capa/blob/master/CHANGELOG.md).
+- [ ] Verify GH actions [upload artifacts](https://github.com/fireeye/capa/releases), [publish to PyPI](https://pypi.org/project/flare-capa) and [create a tag in capa rules](https://github.com/fireeye/capa-rules/tags) upon completion.
+- [ ] [Spread the word](https://twitter.com)
+
diff --git a/rules b/rules
index a6ec6686..eb8221d9 160000
--- a/rules
+++ b/rules
@@ -1 +1 @@
-Subproject commit a6ec6686905be33a665099bb7046c6f5a4c4e1d1
+Subproject commit eb8221d9ad44a3d10851a281614ed8dcefb8495c
diff --git a/tests/data b/tests/data
index cd6defdb..e63a71b3 160000
--- a/tests/data
+++ b/tests/data
@@ -1 +1 @@
-Subproject commit cd6defdb2c46b309142b0867f4f97af6c48a311a
+Subproject commit e63a71b394fca79f209ab718796316cce2b1a82c