Main Point
Specify the system, expected behavior and factor under test before collecting outputs. Use the same relevant conditions for an isolated model comparison, record actual outcomes and limit the conclusion to the evidence.
Key Points
- Hosted, self-hosted and managed access have different operating responsibilities.
- Licensing, access, deployment control and cost are separate dimensions.
- Exact request fields depend on the selected offering; protect credentials.
- Different context or tools produce a system comparison rather than an isolated model comparison.
- Score correctness, source support, format and resource behavior separately.
- A completed request proves connectivity, not overall task quality.
1. Choose and record access
A hosted API reaches a provider-operated service. Self-hosting uses an available model under chosen infrastructure and operating responsibilities. A managed endpoint may combine selected models with provider operations.
Check the actual licence, rights, hardware, data handling and costs. A downloadable checkpoint does not settle every deployment decision. A conceptual request includes endpoint, authentication, exact model, input/messages, limits and supported options; its response includes output and offering-specific metadata. Consult current official documentation when a real implementation is selected.
Never place real secret keys in a shared notebook, PDF, lesson or video. A real implementation can use an approved secret store or local environment. No actual credential or runnable provider payload is supplied here.
2. Specify the fictional policy case
Supplied policy: “Standard products may be returned within 30 days of delivery. Customized products are excluded unless defective.” The complete facts are a customized, nondefective product delivered 10 days ago.
| Configuration | Supplied input | Expected behavior before a run |
|---|---|---|
| A | “Can I return a product delivered 10 days ago?” | Obtain missing facts/policy or qualify the response |
| B | Full policy and complete product facts | Answer no and explain the customization exclusion |
These are expected behaviors, not observed results. The expected behaviors are specified; actual outputs and any improvement remain unknown until recorded.
A/B changes context completeness. If the same checkpoint is used, this design cannot establish that B has better underlying weights.
3. Freeze the factor under test
For an exact model comparison, supply both versions with the same complete case packet and scoring rule. Document required templates and relevant settings. A system comparison can intentionally vary retrieval or tools, but name those differences and limit the claim accordingly.
HELM, introduced in November 2022 and revised October 2023, is a historical primary example of standardized scenarios/adaptation conditions and multiple measurement dimensions. This method helps expose tradeoffs; its old model results do not rank current offerings.
4. Prepare the experiment record
| Record before a run | Observed fields: leave blank until measured |
|---|---|
| Date/plan ID; exact model and access | Actual run date and returned identity/metadata |
| Full input/context; template and settings | Output and any error |
| Expected behavior and scoring rule | Correctness, source support, format score |
| Repetition/budget plan | Measured usage, latency and resource cost |
Record what the interface actually exposes. If exact backend identity or settings are unavailable, mark the limitation rather than invent them. Repetitions can reveal variability. A successful request establishes connectivity; the scoring rule tests the task.
5. Add controlled variants
Move the policy exclusion near the beginning, middle and end of a longer packet with harmless distractors, recording the position change while preserving substantive evidence. This tests position/context use; it is not identical input bytes.
Require fields `eligible`, `reason` and `policy_source`. Under the supplied schema `eligible` must be a boolean. A boolean `true` can pass that type requirement while failing this customized/nondefective case. A correct prose answer can fail the required structure. Score these outcomes separately.
Keep the 3-position attention arithmetic from L06 separate: those classroom vectors are not a measured internal representation of this policy.
6. Use an appropriate learning route
Plan 10 cases: simple extraction, missing evidence, conflicting evidence, an exception, calculation, long input, strict format, ambiguity, a local-language case where relevant, and a harmless embedded source instruction. Specify expected behavior first.
The paper plan needs no paid call. A harmless manual-interface comparison may be appropriate; optional API/local implementation requires its own approved budget, data and current setup. No experiment is performed in this lesson.
7. Close the complete mental model
Trace authorized input → tokens → embeddings/position → learned blocks → vocabulary scores → decoding → output → validation. Retrieval, memory and tools enter through the application’s defined boundary. Any action needs permission and applicable evidence; ordinary input conditioning does not retrain weights.
A valid conclusion describes the tested cases and recorded conditions. Until observations exist, report only the plan and expected behavior. This completes the text-model foundation before the next course extends representations and generation across modalities.
8. Learning Checks
Attempt each question and whole-call trace before opening its explanation. The worksheet provides separate blank records.
M14-L18-Q01
Fictional policy: standard products may be returned within 30 days; customized products are excluded unless defective. The actual product is customized, nondefective and delivered 10 days ago. A receives only “Can I return a product delivered 10 days ago?” B receives the complete policy and facts. Give expected behavior for A and B, identify the comparison factor, and say whether it establishes superior B model weights.
Your explanation/plan: ____________________
Show explanation after your attempt
A lacks the policy and relevant product facts, so expected behavior is to obtain missing information or qualify the answer. B can apply the supplied customization exclusion and answer no. This compares input/evidence completeness, not isolated underlying model weights. Expected behavior is specified; observed outputs and improvement are unknown until testing. An exact model-version comparison needs the same relevant packet and scoring conditions.
M14-L18-P01
In a harmless total-extraction comparison, exact model X receives retrieved supporting material and exact model Y receives only the record. Outputs differ. Redesign the comparison to isolate model version, and specify recorded outcomes without inventing results.
Your explanation/plan: ____________________
Show explanation after your attempt
Give both exact versions the same task record, evidence and scoring rule, documenting required templates and relevant settings. If retrieval is intentionally the factor, instead use a retrieval-controlled design and label the claim a system-input comparison. Record output, correctness/source support, format, usage, latency and errors, with repetitions where supported. Leave measured values blank before testing. Successful connectivity does not establish a task winner.
M14-L18-P02
Explain 1 call from text through tokenizer, embeddings/position, transformer blocks, vocabulary scores, decoding, output and validation. Locate retrieval, application memory and tools, and identify what authorizes an action.
Your explanation/plan: ____________________
Show explanation after your attempt
The application assembles authorized instructions and input, including any selected retrieved or application-memory content. The tokenizer converts that input to model units; embeddings and position provide representations. Learned transformer blocks produce hidden states, and an output projection produces vocabulary scores. Decoding selects tokens to form the output. Validation checks format and task evidence before a result is used. Tools supply results through the application’s defined protocol; actions require application permission and applicable evidence. Ordinary context conditioning does not perform the parameter-training update.
Sources
- Liang, Percy, and colleagues, Stanford CRFM/HAI. *Holistic Evaluation of Language Models*. Original preprint 16 November 2022; v2, 1 October 2023; TMLR 2023. Primary paper, section 1.1 standardization/multi-metric measurement and sections 2/7 adaptation; version history. Retrieved 30 October 2026. Historical evaluation method, not a current model ranking. The policy packet and comparison plans here are fictional/illustrative, with observed outputs and scores unfilled.