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EXPERIMENT_MATRIX.md 6.8 KB

# Experiment matrix

Version 0.1 · 2026-11-09.

Systems:

  • B0: identity.
  • B1: rule-based generic paraphrase.
  • B2: pretrained encoder–decoder fine-tune, not implemented.
  • M1, M2, M3: see docs/architecture/RESEARCH_PLAN.md §5.

Splits (htr.data.splits):

  • train, val, test: document-safe, near-duplicate-safe and author-group-safe, with seed 20261109.
  • heldout_domain: whole disciplines.
  • heldout_period: documents with pub_year < the cut-off. The smoke run used 1990.
  • Held-out prompts (H1, H2) and held-out models (Sonnet 5.5, Haiku 5.5) are applied to test passages only.

Metrics. Primary metrics follow docs/PREREGISTRATION.md. Defaults are 3 training seeds (1, 2, 3) and document-clustered bootstrap CIs.

Status:

  • done: evidence exists.
  • smoke: zero-cost mock data only.
  • ready: code exists, run not done.
  • planned: code missing.
ID RQ Design Systems Splits Metrics Seeds Status Evidence
E0 — Vertical slice: corpus → mock rewrites → validation → tokenizer → M1-nano → B0/B1 predictions → metrics B0, B1, M1-nano smoke splits all PRIMARY 1 smoke. M1 overfit CE 5.28 → 0.0022 in 150 steps; 300-step run best val CE 4.93. The M1 predictions and metrics files are not yet present. artifacts/runs/vs_smoke-m1-nano/, artifacts/predictions/vs_smoke/
E1 RQ1 Paired feature shift original → rewrite, per variant A–E, on Opus 5.5 pilot pairs rewrites (no model) all pilot pairs per-feature Δ, W1 (rewrite, orig), Holm over 18 features — ready (needs E2 pairs) artifacts/metrics/rq1_*
E2 — (Gate B) Pilot rewrite of ~1 000 stratified passages × 6 generations (A–D ×1, E ×2), Message Batches, ceiling 30 USD; validation; human review of ≥ 100 stratified pairs Opus 5.5 train/val/test (rewriting happens after the splits) acceptance per variant, failure reasons, spend selection seed 1 ready data/pairs/<pilot>/{ledger,manifest}.json, validated/validation_summary.json
E3 RQ2 Baselines on document-safe test B0, B1 (B2 when implemented) test chrF++, edit_sim, number recall, W1 — ready (B2 planned) artifacts/metrics/baselines_*
E4 RQ2/RQ5 Main comparison at tiny size: M1 vs M2 vs M3 M1, M2, M3 (tiny) train → val (development) → test (once) H1–H4 metrics 1, 2, 3 ready artifacts/runs/*-tiny-*
E5 RQ5 Ablations of the loss and style components, using the scripts/train.py presets m3_tokenonly, m3_nostyle, m3_noadv, m3_nofact, m3_nocon, plus --no-copy, plus the M1 metadata control --text-meta-prefix M3 variants, M1 + prefix train/val val chrF++, number recall, W1; adversary accuracy and post-hoc probe on frozen c 1, 2, 3 ready artifacts/runs/*-abl-*
E6 RQ4 Held-out prompt: test passages rewritten with H1 and H2 (never used in training) best M*, B0 test chrF++ gain vs B0 (H5) 1 ready (needs the --variants H1,H2 run; prompts exist) data/pairs/<heldout_prompt>/
E7 RQ4 Held-out model: test passages rewritten by Sonnet 5.5 and Haiku 5.5 (variants A–E) best M*, B0 test chrF++ gain vs B0 (H5), factual metrics 1 ready (--model override) data/pairs/<heldout_model>/
E8 RQ4 Held-out variant: train on A–D, test on E (--variants A,B,C,D) M1, M3 train/test chrF++ gain 1, 2, 3 ready —
E9 RQ3 Held-out discipline and held-out period best M*, B0 heldout_domain, heldout_period H1–H4 metrics by stratum 1 ready —
E10 RQ5 Scaling with model size: nano / tiny / small / base (large only if measured feasible) at fixed data M1 or M3 train/val val CE, chrF++; FLOPs (6ND) 1–3 planned (needs data at Medium scale) artifacts/runs/*-scale-*
E11 RQ5 Scaling with data: {¼, ½, 1} × pilot pairs; later Medium (20 000 passages and up) tiny, small train/val val chrF++ vs pairs and tokens 1–3 planned —
E12 RQ2/RQ3 Rewrite strength: gains as a function of edit_sim(rewrite, orig) deciles and of variant (C = strongest compression) best M*, B0 test chrF++ gain by decile — ready (analysis) —
E13 RQ3 Input length: gains by source length bucket (60–400 words) and paragraph vs section (hierarchical chunking is not implemented) best M*, B0 test chrF++, number recall by bucket — ready (bucketing); planned (sections) —
E14 RQ6 Non-identifiability: consistency across the 6 rewrites of one original; identification accuracy among confusable originals; oracle ceiling best M* test ambiguity rate, identification accuracy — planned (code ready (evaluation/identifiability.py)) —
E15 RQ6 Memorisation: n-gram and longest-common-span overlap of reconstructions with training originals; synthetic canaries; for B2, contamination audit M*, B2 train vs test excess overlap, canary exposure — planned (code ready (evaluation/memorization.py)) —
E16 RQ2/RQ6 Human evaluation (see protocol below) B0, B1, best M*, original test subset fidelity, fluency, historical-style authenticity, factual safety — planned artifacts/human_eval/
E17 RQ6 Error taxonomy on ≥ 200 quarantined and worst-scoring pairs (numbers, citations, negation, hedging, hallucinated content) rewrites, M* test category rates — planned —
E18 — Confidence calibration: token log-prob vs instance chrF++ (reliability curve) M* test ECE-style binning — planned —
E19 RQ2 Style probe (exploratory): logistic probe original-vs-rewrite, applied to reconstructions; must be refitted on a disjoint probe split all probe-train split ≠ eval AUC, mean P(original) — ready (code), requires a disjoint split —

E16 human evaluation protocol.

  • Raters: 3 domain-literate raters.
  • Items: 120 test passages, stratified by discipline × variant.
  • Conditions: 4 per item: original, B0, B1 and the best model.
  • Latin square: each rater sees each item in exactly one condition, and each condition equally often.
  • Blinding: all texts are shown in placeholder-restored form. Raters are not told which text is the original.
  • Scales: 5-point scales for
    • fidelity to the source meaning (the reference shown is the rewrite);
    • fluency;
    • historical-style authenticity ("plausibly written before 2018");
    • factual safety: any changed number, citation, negation or hedge, flagged by the rater and also checked automatically.
  • Analysis: agreement by Krippendorff's α; condition effects by an ordinal mixed model with rater and item random effects.
  • Pilot: 20 items for rater calibration.
  • Approvals: ethics and recruitment status to be confirmed with UQO before E16 runs.
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