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.
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