GLOBAL
INTELLIGENCE REPORT

GIB · GLOBEINTELREPORT.COM

Support GIBSite updatedOct 16, 2026•••
Full GIB infographic explaining the research platform
Latest headlines
GIB / Global Intelligence Brief

Verification and pilot materials · Complete web edition

Phase Thirteen Pilot Packet Dry Run

This is the complete web edition of the canonical project document. Its narrative, recommendations, evidence tables and source links are presented below without abridgment.

4,401words
21tables
142text blocks
Download the Word document

Project, Research, Analysis, Editorial by Patrick Russell; assisted by ChatGPT (OpenAI).

California Education and AI Pilot Packet Dry Run

Phase Thirteen Synthetic validation and rater calibration preparation

Review date September 13 2026 Informational research design No outreach or personal attribution

Review field

Entry

Responsible person

________________________________________

Organization or office

________________________________________

Review date

________________________________________

Teaching or research determination

________________________________________

Phase Thirteen conclusion

Both Phase Twelve packets can proceed to an educator tabletop review after the revisions recorded here. The human only formation packet completed the synthetic task chain without a structural failure. The bounded legal reasoning packet also completed the chain, but the dry run showed that its human first draft, source limits, output format, and failure rule must be stated more precisely before any tool is used.

This exercise used invented materials and constructed responses. No student, instructor, course, or institution participated. The recorded scores test whether the forms can hold evidence and expose disagreement; they are not learning outcomes, reliability statistics, or findings about Thomas Aquinas College or Berkeley Law.

Readiness summary

Component

Dry run status

Required next action

Packet A task chain

Pass with clarification

Define equivalent prompts and score oral ownership from a separate record.

Packet A scoring

Pass for tabletop use

Calibrate two human raters on unseen examples before student work.

Packet B condition boundary

Revise before tabletop use

Freeze the human first response and constrain critique to a fixed three item format.

Packet B scoring

Pass with clarification

Separate authority verification from writing polish and judgment.

Privacy and accessibility

Stop rules function

Verify the actual tool contract, account, alternative, and deletion plan.

Institutional conclusions

Not permitted

Keep all dry run records outside the institutional scorecard.

Current boundary

The next permissible activity is a review by educators using synthetic or previously cleared materials. Student administration remains outside this phase. K through 12 student facing artificial intelligence conditions remain paused pending verified policy, age, consent, privacy, parent authority, and developmental safeguards.

Dry run design and evidence limits

Purpose

The dry run tests the instructions, sequence, scoring fields, safeguards, and reporting rules in the Phase Twelve packets. It asks whether a careful reviewer can tell what happens at C0 through C4, what differs among H0, B1, and B2, and when the process must stop.

Materials and scoring method

Element

Dry run treatment

Formation source

Original dialogue written for this dry run and not drawn from a course.

Legal sources

Fictional rule and fictional facts with no real student, client, or institution.

Responses

Constructed examples representing weaker, adequate, and stronger performance.

Scoring

Two analytic passes applied to the same examples to expose plausible ambiguity.

Timing

C3 and C4 are modeled records; no claim of elapsed time or retention is made.

Tool interaction

Scripted critique output tests the boundary; it is not a product evaluation.

Passing conditions

  • Each condition can be administered without guessing the intended task or permitted assistance.
  • A reviewer can separate immediate product quality from later unaided performance.
  • The scoring dimensions identify evidence rather than rewarding fluency or confidence alone.
  • A prohibited action triggers a stop instead of an undocumented workaround.
  • Missing evidence remains missing and does not become a zero, misconduct finding, or institutional judgment.

Meaning of calibration in this phase

The two scoring passes are deliberately constructed stress tests. They are not independent human ratings and cannot establish inter rater reliability. Their only purpose is to locate criteria that two reasonable readers might apply differently. Phase Thirteen therefore prepares calibration; it does not complete it.

Packet A synthetic formation activity

Synthetic source The Bridge Dialogue

A student says that a bridge is safe because it has stood for many years. A builder replies that duration is evidence only if the loads, materials, weather, and repairs are understood. The student answers that inspection can never remove every uncertainty. The builder agrees, but says judgment improves when a person states the decisive reasons, names the strongest objection, and explains what new fact would require revision.

Registered intellectual act

Identify the dialogue's central claim about judgment. Explain the strongest supporting reason, state a serious objection, answer it without dismissing the uncertainty, and identify one fact that would change the conclusion. The response must distinguish evidence of safety from confidence in safety.

Condition

Equivalent prompt

Protected performance

C0 Baseline

Apply the method to the dialogue before instruction in the selected reasoning form.

Written explanation with the source available.

C1 Instruction

Teach the ordinary method for claim, reason, objection, answer, and revision.

Normal human instruction and discussion only.

C2 Immediate

Apply the same method to a parallel claim about the reliability of a water gauge.

Unaided written response and brief oral defense.

C3 Modeled retention

Apply the method to a parallel claim about a repaired roof.

Record structure only; no elapsed time is claimed.

C4 Modeled transfer

Assess a public claim based on one favorable measurement and a contrary observation.

New domain requiring method adaptation.

Human only boundary

  • No artificial intelligence, artificial intelligence enabled search, grammar generation, outline generation, or automated critique is introduced.
  • Ordinary instructor questions and permitted peer discussion are recorded as context rather than treated as contamination.
  • The exercise does not represent an actual Thomas Aquinas College text, assignment, assessment, or result.

Official sources Thomas Aquinas College California Code of Conduct | Thomas Aquinas College curriculum

Packet A constructed response chain

C0 constructed baseline

Response excerpt The bridge is probably safe because it is old and the builder knows more. The objection is that nothing is certain. More inspection would make the conclusion stronger.

Designed weakness The response states a conclusion but does not identify the decisive evidence, answer the objection, or say which fact would reverse the judgment.

C2 constructed immediate response

Response excerpt The gauge is reliable only if repeated readings are tied to a known reference and the operating conditions are stable. A serious objection is that agreement across readings may repeat the same calibration error. The conclusion should therefore remain conditional until an independent standard is checked. A failed reference test would reverse it.

Designed strength The response connects evidence to the claim, treats the objection fairly, and states a revision condition.

C3 modeled retention response

Response excerpt The roof's age since repair matters, but the relevant evidence is whether the repair addressed the failure and survived comparable weather. A dry season is not a demanding test. Inspection after heavy rain could change the conclusion.

Designed limitation The response retains the method but does not fully answer whether repeated inspection can justify action under remaining uncertainty.

C4 modeled transfer response

Response excerpt One favorable measurement supports the public claim only within the conditions in which it was taken. The contrary observation may identify a different condition or a faulty measure. The responsible conclusion is provisional until the conflict is investigated. A second independent measure under both conditions would determine whether the method or the claim must change.

Designed transfer The response adapts the method to conflicting evidence without merely repeating the bridge language.

Oral record needed

The written examples cannot establish oral ownership. A tabletop reviewer should add a separate oral response or transcript before scoring that dimension. The dry run marks oral ownership missing rather than assigning a low score.

Packet A synthetic scoring results

The values below were assigned in two analytic passes to test the form. They do not describe observed students. A dash means the dimension was not available in the constructed evidence.

Dimension

C0 P1

C0 P2

C2 P1

C2 P2

C3 P1

C3 P2

C4 P1

C4 P2

Accuracy

2

2

3

3

3

3

3

3

Reasoning

1

2

4

3

3

3

4

4

Evidence selection

1

1

3

3

3

3

3

3

Objection and response

1

1

4

4

2

3

3

3

Oral ownership

—

—

—

—

—

—

—

—

Correction and humility

1

1

4

4

3

3

4

4

Transfer

NA

NA

NA

NA

NA

NA

4

3

Calibration observations

Disagreement

Cause

Clarification

C0 reasoning 1 versus 2

The scale did not say whether an incomplete method can still be recognizable.

Score 2 only when at least one premise is connected to a conclusion.

C2 reasoning 4 versus 3

One pass treated a stated revision fact as transfer.

Reserve score 4 for integration or correction beyond the expected task, not mere completion.

C3 objection 2 versus 3

The response names a limitation but does not fully answer it.

Score the objection and the response together; an unanswered limitation cannot receive 3.

C4 transfer 4 versus 3

The unfamiliar element was not registered in advance.

Register the exact unfamiliar feature before administration.

Dry run judgment

Packet A can support an educator tabletop review after the scoring clarifications above. The form correctly prevented a score for missing oral evidence and kept transfer separate from ordinary task completion. A real pilot still requires equivalent course tasks, actual elapsed time at C3, and two trained human raters.

Packet A calibrated scoring key

Dimension

Evidence required for score 3

Additional evidence required for score 4

Accuracy

Central claim and material facts or steps are represented without distortion.

Relevant qualification or limit is integrated without prompting.

Reasoning

Premises or observations are connected coherently to the conclusion.

The student identifies and corrects a vulnerable step or integrates competing reasons.

Evidence selection

The decisive passage, premise, demonstration, or observation is selected.

The student explains why plausible alternatives are less decisive.

Objection and response

A serious objection is stated fairly and answered with a relevant reason.

The answer recognizes what remains unresolved and states the consequence.

Oral ownership

The student explains and defends the reasoning in a separate oral record.

The student corrects or extends the analysis under an unannounced question.

Correction and humility

The student identifies uncertainty or error and revises for a stated reason.

The revision changes a material step while preserving what remains sound.

Transfer

At C4, the method is applied to the registered unfamiliar element.

The method is adapted and the need for adaptation is explained.

Rater evidence rule

1. Cite the sentence, reasoning step, or oral answer that supports each score.

2. Do not infer oral ownership from polished writing or infer writing ability from oral fluency.

3. Mark missing evidence with a dash and exclude it from the denominator.

4. Do not average an unresolved disagreement. Apply the anchor to the cited evidence or obtain adjudication.

5. Keep any contextual observation about attention, friendship, residence, family, faith, or wellness outside the performance score unless the registered design measures it directly.

Packet B fictional authority and facts

Fictional authority packet

Provision

Synthetic rule

Section 7a

A school office may disclose a maintained student record only with the student's specific written consent.

Section 7b

Consent must identify the record category, recipient, and purpose. A general publicity release is not consent to disclose disciplinary information.

Section 7c

Without consent, disclosure is permitted to address an imminent and specific threat, but only to a person able to reduce the threat and only to the extent reasonably necessary.

Section 7d

A record includes information maintained by the school and linked to an identifiable student. The rule does not cover an employee's unrecorded personal observation.

Section 7e

A decision maker must explain uncertainty and consider whether a narrower disclosure would serve the permitted purpose.

Fictional fact pattern

Dean Vale maintains a file showing that student Mira Chen is on disciplinary probation. After Mira misses two meetings and sends a message saying that she feels overwhelmed, the dean emails Mira's roommate and the campus newspaper. The email identifies the probation, quotes the message, and asks both recipients to watch for danger. Mira previously signed a general release allowing the school to use her name and photograph in publicity. The file contains no threat, plan, or reference to harm.

Registered legal task

Using only Sections 7a through 7e, identify the material issues, state the governing rules, apply them to each recipient and each disclosed item, address the strongest argument for the dean, and give a qualified conclusion. Identify any fact that could materially change the result.

The rule and facts are entirely fictional and are not legal advice. They test issue recognition, source verification, application, counterargument, judgment, and ownership without introducing real student or client information.

Packet B condition scripts

H0 Human only

The student reads the closed packet, produces an issue list, selects the applicable provisions, drafts the analysis, verifies every reference, and revises without generative assistance. Ordinary course feedback must be registered and matched across conditions.

B1 Human first plus bounded critique

1. The student completes and submits a time stamped human first analysis before tool access.

2. The reviewer freezes that version and records its word count and file identifier.

3. The approved tool receives only the fictional source packet and the human first analysis.

4. The tool may return no more than three observations in the registered format.

5. The student verifies each observation and records accept, reject, or modify with a reason.

6. All later C2 through C4 performance remains unaided.

B2 Bounded critique plus human conference

B2 follows the same human first and bounded critique sequence. It then adds a registered conference of equal length using the same question types for each participant. The conference may ask the student to explain an issue, locate a provision, defend a choice, or reconsider an uncertainty. It may not supply a replacement answer.

Revised registered tool prompt

Review the completed analysis only for weaknesses. Return no more than three numbered items. For each item use this format: Observation; source locator from Sections 7a through 7e; question the student must answer. Do not draft or rewrite prose, add an issue, choose a conclusion, supply a citation, introduce outside law, or state how the student should resolve the question. If the source packet is missing or the request exceeds these limits, output Boundary stop and explain which requirement failed.

Packet B scripted critique test

Constructed human first analysis

Mira's probation is a maintained record linked to her, so Section 7a requires consent. The publicity release is written consent and probably permits the dean's email. The exception also applies because feeling overwhelmed can signal danger. The dean could therefore tell both recipients, although the newspaper disclosure may be excessive.

Permitted critique output

Item

Observation

Source locator

Question for the student

1

The analysis treats a general publicity release as consent for disciplinary information.

Section 7b

Does the release identify the record category, recipient, and purpose required by the rule?

2

The analysis assumes that feeling overwhelmed establishes the emergency exception.

Section 7c

Which facts show an imminent and specific threat, and which required facts are absent?

3

The analysis does not evaluate each recipient and disclosed item separately.

Sections 7c and 7e

Could either recipient reduce the alleged threat, and was each disclosure reasonably necessary?

Student decision record

Item

Decision

Verification and reason

1

Accept

Section 7b expressly rejects general publicity consent for disciplinary information.

2

Modify

The message may justify inquiry, but the facts do not establish an imminent and specific threat.

3

Accept

The roommate may be able to help, while the facts give no reason that the newspaper could reduce a threat.

Prohibited output examples

  • A rewritten analysis or suggested concluding paragraph.
  • A new legal doctrine, outside citation, or authority not contained in Sections 7a through 7e.
  • A fourth observation, even if relevant, unless the registered protocol is revised before the dry run.
  • Advice about a real student, real school record, actual emergency, or professional duty.

Packet B constructed response chain

H0 C1 human only product

The response recognizes consent and the emergency exception but treats the publicity release too broadly. It questions the newspaper disclosure without separately analyzing the roommate, the quoted message, and the probation record.

B1 C1 bounded critique product

The revised response rejects the general release under Section 7b, distinguishes the two recipients, and narrows the emergency analysis. It still treats the dean's personal observation and the quoted maintained message together without applying Section 7d.

B2 C1 critique plus conference product

After the same critique, a scripted conference question asks which disclosed information came from a maintained file. The revision separates the probation record and quoted stored message from any unrecorded observation. It concludes that the facts do not establish the exception, while explaining how an imminent specific threat could alter the analysis.

Protected later checks

Condition

Synthetic parallel task

Purpose

C2 Immediate

A coach discloses an academic warning and a personal observation to a parent and a newspaper.

Test unaided issue separation and recipient analysis.

C3 Modeled retention

A housing office shares a maintained accommodation note after an ambiguous safety message.

Test whether the method remains available without critique.

C4 Modeled transfer

A school vendor holds the record and a city agency requests a limited item.

Test adaptation to a new custodian and recipient.

The later checks are designs only. Because no person completed them after an actual delay, the dry run cannot show learning, retention, transfer, or an advantage for H0, B1, or B2.

Packet B synthetic scoring results

These constructed totals test whether the outcome table can preserve separate conditions and time points. They must not be read as effect sizes or student results.

Record

H0

B1

B2

Interpretive limit

C1 product Pass 1

18 of 28

22 of 28

25 of 28

Constructed variation only

C1 product Pass 2

19 of 28

22 of 28

24 of 28

Constructed variation only

C2 protected

Not administered

Not administered

Not administered

No immediate learning result

C3 retention

Not administered

Not administered

Not administered

No retention result

C4 transfer

Not administered

Not administered

Not administered

No transfer result

Scoring disagreements exposed

Dimension

Plausible difference

Required clarification

Issue recognition

Whether recipient and information type are separate issues.

The key must list each registered material issue before scoring.

Rule and authority

Whether correct paraphrase without a provision number is sufficient.

Score authority use from accurate support; record citation form separately.

Verification

Whether using only the closed packet automatically earns a strong score.

Require an affirmative check of every quoted or attributed proposition.

Judgment

Whether a cautious conclusion is necessarily well judged.

Score fit between uncertainty and evidence, not cautious tone alone.

Authorship and oral ownership

Whether revision choices prove personal understanding.

Require a separate protected explanation or understanding check.

Dry run judgment

Packet B can move to an educator tabletop review only with the revised boundary prompt and frozen human first record. The synthetic increase in C1 totals shows that the form can record product differences; it provides no evidence that bounded critique improves independent learning. Only completed C2 through C4 checks could address that question.

Authorization privacy and accessibility tests

Test scenario

Required action

Dry run result

The operative course rule prohibits artificial intelligence.

Use H0 only and record that the comparison did not launch.

Stop rule works

The proposed account is personal or not institutionally approved.

Do not enter material or create a substitute account.

Stop rule works

The example contains real student or client information.

Replace it with cleared or fictional material before any tool interaction.

Stop rule works

A disability related tool changes response mode but not the target reasoning.

Preserve the accommodation and do not classify it automatically as generative assistance.

Clarification retained

No equivalent non artificial intelligence route is available.

Do not launch the assisted condition until an equivalent route exists.

Stop rule works

The retention period or deletion owner is blank.

Resolve the data plan before collecting any prompt, output, or identifier.

Stop rule works

The critique returns prose or outside authority.

Discard the output, record a boundary failure, and stop or rerun only under the approved rule.

Failure rule added

Rights and interpretation

  • Participation, nonparticipation, an accommodation, or a missing response cannot be used as automatic evidence of character, ability, misconduct, or mental health.
  • A student must have the same credit, instruction, feedback, time, and opportunity under the non artificial intelligence route.
  • Small cell reporting, identity separation, access control, and deletion remain unresolved until the actual local data system is known.

Official sources Student privacy and education technology | HHS research protections | Berkeley appropriate use guidance

Workload and feasibility record

The estimates below are planning assumptions for a small educator tabletop review. They are not observed costs and should be replaced with local records before a pilot decision.

Activity

Planning range

Owner to record

What could displace ordinary work

Select and align equivalent tasks

90 to 150 minutes

Course educator

Lesson or assessment preparation

Prepare synthetic or cleared materials

60 to 120 minutes

Educator and reviewer

Course material review

Train and calibrate two raters

60 to 90 minutes

Calibration lead

Feedback or grading time

Score one written chain

20 to 35 minutes

Each rater

Student feedback time

Administer one oral check

5 to 10 minutes

Educator

Conference or tutorial time

Review prompt and output record

10 to 20 minutes

Data steward or educator

Instructional preparation

Adjudicate one disputed record

10 to 20 minutes

Two raters

Other evaluation work

Complete C3 and C4 follow up

20 to 40 minutes

Educator and student

Later course activity

Feasibility questions

1. Which ordinary course task will replace rather than add to the proposed performance check?

2. Who can conduct oral checks and second scoring without reducing normal student support?

3. Can C3 and C4 occur without advance rehearsal, selective attrition, or unequal access to preparation?

4. Can the institution preserve a non artificial intelligence route with equivalent opportunity and credit?

5. Which records are essential, who may access them, and when will each be deleted?

Required revisions to the Phase Twelve packets

Revision

Packet

Replacement rule

Freeze human first work

B

Store the pre critique response, time, word count, and file identifier before tool access.

Register task equivalence

A and B

A second educator reviews the C0, C2, C3, and C4 tasks before results are seen.

Define ordinary human help

A and B

List allowed instructor, tutor, peer, and accessibility support for every condition.

Separate written and oral evidence

A and B

Score each record separately before recording whether oral work confirms ownership.

Constrain critique format

B

Permit no more than three observations, each with a source locator and question only.

Add boundary failure rule

B

Discard prohibited output and record the failure; do not silently use part of it.

Define missing data

A and B

Use missing rather than zero and report attrition and reasons by condition.

Protect interpretation

A and B

Do not create a composite institutional score from pilot task results.

Verify workload offset

A and B

Identify which normal activity the pilot replaces and who absorbs remaining work.

Version control record

Field

Entry

Phase Twelve source version

_______________________________________________

Revised packet version

_______________________________________________

Revision owner

_______________________________________________

Date approved for tabletop review

_______________________________________________

Unresolved revision

_______________________________________________

Human rater calibration protocol

Calibration sequence

1. Train each rater on the dimension definitions and score 3 and score 4 evidence requirements.

2. Score at least four synthetic examples independently, including weak, adequate, strong, and ambiguous work.

3. Compare scores dimension by dimension without revealing condition labels or institutional context where practical.

4. For every disagreement, cite the exact evidence and determine whether the anchor, example, or task requires revision.

5. Score a new unseen set after discussion. Do not report reliability from the training set.

6. Document exact agreement, agreement within one point, missing evidence handling, and adjudication results.

Proposed readiness thresholds

Measure

Proposed threshold

Reason

Exact agreement

At least 80 percent

Limits arbitrary differences in the small 0 through 4 scale.

Agreement within one point

100 percent

A two point difference indicates materially different use of an anchor.

Verification errors

100 percent identification

Invented, misstated, or unsupported authority cannot be treated as a minor style difference.

Boundary violations

100 percent identification

A prohibited substitution changes the condition being tested.

Missing evidence

100 percent correct treatment

Missing work must not be converted into a low performance score.

These thresholds are proposed operating rules for this investigation, not published institutional standards. If the unseen set fails a threshold, revise the anchor or task and repeat calibration with new examples. Do not improve the statistic by averaging unresolved scores.

Official sources What Works Clearinghouse standards and protocols

Tabletop review registration form

Required decision

Entry before review

Packet selected

A B Both

Educator reviewers

_______________________________________________

Raters and calibration lead

_______________________________________________

Synthetic or cleared source

_______________________________________________

Course rule reviewed

Yes No Not applicable

Approved tool and account for Packet B

_______________________________________________

Human first record method

_______________________________________________

Equivalent non AI route

_______________________________________________

Accessibility review

_______________________________________________

Privacy and deletion review

_______________________________________________

Workload offset

_______________________________________________

Stop rule owner

_______________________________________________

Decision after tabletop review

Decision

Required basis

Revise and repeat

A prompt, anchor, condition, safeguard, or workload record produced inconsistent interpretation.

Ready for determination

The packet is clear enough for the appropriate teaching, legal, privacy, accessibility, and research review.

Pause

The course rule, approved tool, privacy control, equivalent alternative, rater capacity, or workload offset is unresolved.

Final evidence judgment and Phase Fourteen handoff

Evidence judgment

Evidence layer

Phase Thirteen result

Claim

The Phase Twelve packets specify a human performance chain and a bounded legal critique comparison.

Practice

A synthetic dry run completed the forms and exposed points requiring clearer rules.

Immediate result

The revised forms can distinguish constructed product quality and identify missing evidence.

Durable result

None. No delayed human performance was observed.

Context

No institution, educator, or student implemented the packets; workload ranges are planning assumptions.

Gap

Human rater reliability, real task equivalence, local authorization, privacy, accessibility, feasibility, retention, and transfer remain unverified.

Phase Fourteen task

Phase Fourteen should create and conduct an educator tabletop review package without contacting institutions or involving students. Reviewers should apply the revised instructions to new synthetic or previously cleared materials, complete the calibration protocol on unseen examples, record workload, and decide whether each packet is ready for the applicable institutional determination.

Expansion boundary

  • Packet A may proceed only after an educator maps it to an existing course activity without changing the institution's ordinary rule.
  • Packet B may proceed only when the operative course rule expressly permits the exact bounded function and the approved account, privacy terms, and non artificial intelligence alternative are verified.
  • No institutional score, ranking, learning claim, wellness claim, or causal conclusion may be drawn from the synthetic dry run.
  • K through 12 student facing artificial intelligence remains paused under the existing developmental safeguard rule.

Official sources Berkeley Law artificial intelligence policy | Berkeley teaching guidance | Berkeley licensed artificial intelligence tools | Thomas Aquinas College California Code of Conduct