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Local Deterministic Tooling

skills/scholar-evaluation/references/local_tooling.md

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Local Deterministic Tooling

Security properties

Every bundled script:

  • uses only the Python standard library;
  • reads bounded local .json or .csv files;
  • rejects symbolic-link inputs, duplicate JSON keys, excessive depth or size, non-finite numbers, unknown schema fields, and common private-application fields;
  • uses fixed schemas and never executes supplied text;
  • has no network, model, credential, environment-file, dynamic-code, executable-serialization, or child-process behavior;
  • writes only minimized JSON reports and refuses to overwrite by default; and
  • does not copy evidence excerpts or raw source documents.

Inputs are limited to 2 MiB, JSON depth 20, 25,000 structure nodes, 50 rubric criteria, 50 comparison evaluations, and 20,000 agreement rows. Outputs are limited to 2 MiB.

Use an authorized local directory. Keep private source documents in the institution's records system and reference them with opaque local identifiers.

Templates

  • assets/rubric_template.json — valid structure, but deliberately records content validity as not established.
  • assets/evaluation_template.json — structurally valid all-missing example.
  • assets/evidence_manifest_template.json — synthetic local-reference records.
  • assets/process_checklist_template.json — fail-closed unconfirmed controls.
  • assets/ratings_template.csv — pseudonymous synthetic agreement data.

Copy a template into an authorized working directory before editing it. Do not replace synthetic identifiers with names or contact information.

1. Rubric schema validation

bash
PYTHONDONTWRITEBYTECODE=1 python3 scripts/validate_rubric.py \
  --rubric assets/rubric_template.json

The validator checks:

  • fixed intended use and scholarly-work unit;
  • complete prohibited-use list;
  • construct, boundaries, limitations, and provenance;
  • content-validity status and reference;
  • bounded scale and complete anchors;
  • unique criteria and weights summing to one;
  • absence of common scored proxy measures;
  • required rater training, calibration, agreement, separately recorded inter-rater reliability status, and drift controls; and
  • committee, conflict, appeal, accessibility, data-protection, subgroup, and review-cycle governance.

A rubric can be structurally valid while warning that content validity is not documented. Structural validity is not psychometric validity.

2. Bounded descriptive scoring

bash
PYTHONDONTWRITEBYTECODE=1 python3 scripts/calculate_scores.py \
  --rubric assets/rubric_template.json \
  --evaluation assets/evaluation_template.json \
  --output /tmp/scholar-score.json

The evaluation contains one entry for every criterion:

json
{
  "criterion_id": "method_design",
  "status": "rated",
  "score": 3,
  "uncertainty": 0.5,
  "evidence_ids": ["EVIDENCE-SYNTHETIC-METHOD"],
  "rationale_ref": "LOCAL-RATING-RATIONALE-METHOD"
}

For missing or not_applicable, score and uncertainty must be null and evidence_ids must be empty. A local rationale reference remains required.

The output reports weighted contributions, coverage, missing and not-applicable weight, normalized score, and a bounded uncertainty range. It contains no quality label, threshold, decision, or recommendation.

3. Evidence traceability

bash
PYTHONDONTWRITEBYTECODE=1 python3 scripts/check_traceability.py \
  --rubric assets/rubric_template.json \
  --evaluation assets/evaluation_template.json \
  --evidence assets/evidence_manifest_template.json

The checker verifies that:

  • manifest, evaluation, work, and classification identifiers match;
  • every evidence identifier is unique;
  • every rated evidence reference resolves;
  • evidence is linked to the criterion that cites it;
  • source and access types are allowed; and
  • evidence is available and verified.

It reports identifiers, paths, and counts only. It never opens or copies the referenced source.

4. Weight sensitivity and rank instability

Provide two to 50 evaluation JSON files for distinct scholarly works:

bash
PYTHONDONTWRITEBYTECODE=1 python3 scripts/weight_sensitivity.py \
  --rubric assets/rubric_template.json \
  --evaluation /tmp/work-a-evaluation.json \
  --evaluation /tmp/work-b-evaluation.json \
  --delta 0.2 \
  --output /tmp/weight-sensitivity.json

For each criterion, the script multiplies its weight by 1-delta and 1+delta, renormalizes all weights to one, and recomputes descriptive scores. It reports:

  • every scenario and its exact weights;
  • each work's score and coverage per scenario;
  • score ranges;
  • base ordinal order; and
  • pairwise order changes.

The base order is included solely to detect instability. It is not a ranking recommendation and must never be used for people or high-impact decisions.

5. Inter-rater agreement summaries

The CSV header must be exactly:

text
evaluation_id,work_id,rater_id,criterion_id,status,score

Use pseudonymous rater identifiers. Run:

bash
PYTHONDONTWRITEBYTECODE=1 python3 scripts/summarize_agreement.py \
  --rubric assets/rubric_template.json \
  --ratings assets/ratings_template.csv \
  --output /tmp/agreement-summary.json

For each criterion and overall, the report includes:

  • pair observations;
  • exact agreement rate;
  • within-one-scale-step agreement rate;
  • mean absolute difference;
  • overlap, rated, missing, and not-applicable counts.

Rater identifiers are not emitted. These are descriptive agreement summaries, not chance-corrected reliability, generalizability, validity, or fairness evidence.

6. Bias and process checklist

bash
PYTHONDONTWRITEBYTECODE=1 python3 scripts/check_process.py \
  --process assets/process_checklist_template.json

The template is intentionally unconfirmed and therefore does not pass. Complete it only from documented local records. The checker covers:

  • qualified committee and training;
  • conflicts and recusal;
  • appeal and correction;
  • accessibility and accommodations;
  • purpose limitation, minimization, access, retention, and output controls;
  • construct, provenance, content evidence, rater quality, agreement, inter-rater reliability review, uncertainty, missingness, traceability, and sensitivity;
  • stakeholder, disciplinary, subgroup, and protected-attribute safeguards;
  • no automation, person ranking, or decision recommendation; and
  • drift, unintended-consequence, and periodic review.

high_impact_use: true or any unconfirmed decision control blocks the process. The checklist does not authorize a prohibited use.

7. Report scaffold

Generate a minimized scaffold:

bash
PYTHONDONTWRITEBYTECODE=1 python3 scripts/generate_report_scaffold.py \
  --rubric assets/rubric_template.json \
  --evaluation assets/evaluation_template.json \
  --output /tmp/developmental-report-scaffold.json

Optional companion reports:

bash
PYTHONDONTWRITEBYTECODE=1 python3 scripts/generate_report_scaffold.py \
  --rubric assets/rubric_template.json \
  --evaluation /tmp/work-a-evaluation.json \
  --traceability /tmp/traceability.json \
  --agreement /tmp/agreement-summary.json \
  --sensitivity /tmp/weight-sensitivity.json \
  --process /tmp/process-check.json \
  --output /tmp/developmental-report-scaffold.json

The scaffold includes:

  • construct and provenance status;
  • descriptive scores and uncertainty;
  • empty local-reference slots for evidence, strengths, limitations, and improvement options;
  • minimized quality-assurance statuses; and
  • fixed limitations and human-review fields.

It does not draft findings from source documents or issue a decision.

Exit behavior

  • exit 0: requested calculation or validation completed successfully;
  • exit 2: invalid, blocked, incomplete, failed traceability, or unsafe input.

Errors contain only stable codes and JSON paths, never supplied values. Use --force only when replacing a known local report.