Evaluation design and release gates
Set test requirements before deciding whether to release.
In this lesson · B9 of 12
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Start with the idea
Set test requirements before deciding whether to release.
Include routine cases, difficult cases and attacks. Name the failures that block release. Report results for important groups instead of relying only on one overall score.
Priority slice: A defined group of test cases whose result matters separately.
See the example and check your understanding
A made-up teaching example
The exercise’s 75-case search-and-answer suite checks leakage, citations, support and timing. Its release rule requires zero observed leakage in that suite. A strong average cannot cancel a failed critical check.
Ask yourself
Can you delete failed cases to make the release score improve?
Show the explanation
No. Keep the evidence. Correct a genuinely wrong test only with a recorded reason and preserved history.
Start with these checks
- Set thresholds before testing.
- Keep counts and missing cases visible.
- Apply critical rules separately.
Use the different practice case below and check every requirement in its full instructions.
The video explains the main idea. Use the sources, instructions and checks below to complete the practice.
Captions appear here during playback.
Evaluation design and release gates
Set test requirements before deciding whether to release.
Video playback is unavailable. Read the descriptive transcript below, go directly to practice, or open the video file.
Source-based teaching example · Fictional data · Reviewed 2026-10-03. Microsoft Mark · locally synthesized. On a small screen, use fullscreen for diagram details or read the transcript.
Read the descriptive transcript
0:00 · What you will learn
Set test requirements before deciding whether to release.
What appears on screen
Set test requirements before deciding whether to release.
0:06 · The idea
Include routine cases, difficult cases and attacks. Name the failures that block release. Report results for important groups instead of relying only on one overall score.
What appears on screen
Include routine cases, difficult cases and attacks. Name the failures that block release. Report results for important groups instead of relying only on one overall score.
0:21 · One useful term
Priority slice. A defined group of test cases whose result matters separately.
What appears on screen
A defined group of test cases whose result matters separately.
0:30 · A worked example
The exercise’s 75-case search-and-answer suite checks leakage, citations, support and timing. Its release rule requires zero observed leakage in that suite. A strong average cannot cancel a failed critical check.
What appears on screen
The exercise’s 75-case search-and-answer suite checks leakage, citations, support and timing. Its release rule requires zero observed leakage in that suite. A strong average cannot cancel a failed critical check.
0:48 · Your turn to think
Can you delete failed cases to make the release score improve? Pause and decide before continuing.
What appears on screen
Can you delete failed cases to make the release score improve? Pause the video if you need more time.
1:05 · Why this answer works
No. Keep the evidence. Correct a genuinely wrong test only with a recorded reason and preserved history.
What appears on screen
No. Keep the evidence. Correct a genuinely wrong test only with a recorded reason and preserved history.
1:15 · Check 1
Set thresholds before testing.
What appears on screen
Set thresholds before testing.
1:20 · Check 2
Keep counts and missing cases visible.
What appears on screen
Keep counts and missing cases visible.
1:25 · Check 3
Apply critical rules separately.
What appears on screen
Apply critical rules separately.
1:30 · Now try a different case
Open the lesson and try its different practice case. Use every check in the full task. Watching alone does not mark the lesson complete.
What appears on screen
Open the lesson Try the new case Check and revise The full task and its requirements are in the linked lesson.
Watching explains the example. Complete the lesson practice to check what you can do. Explore all visual lessons →
What you will be able to do
- Design representative and adversarial cases.
- Combine deterministic, human, and calibrated automated grading.
- Predeclare release and rollback thresholds.
Prerequisites: dictionaries, loops, functions, exceptions and installed Python or paper tracing. Reuse earlier Builder artifacts only when the task requires them.
This curriculum runs self-study on VetsLearn. Where the text calls for an instructor, peer or formal review, use the stated acceptance criteria for self-review. Reflection questions support reflection; they do not replace independent assessment. A peer review is optional unless your actual organization requires it.
Part 1 Technical instruction
An evaluation suite is a decision instrument, not a demo collection. Begin with intended use, affected users, unacceptable outcomes, and likely changes. Sample routine, boundary, adversarial, abstention, and regression cases. Record case provenance and authorization. Deterministic graders work for exact structure and citations; qualified humans judge nuance; model-assisted graders can scale triage but must be calibrated against human judgments and cannot alone pass a critical gate. Report slices and confidence limits; averages cannot compensate for a critical authorization failure.
Mechanism and implementation
A gate combines task-quality rules with critical safety rules. Define it before inspecting a candidate. Pair case IDs across versions and retain difficult cases. Judges need rubric anchors, blinding and calibration against human review. Small samples constrain what can be claimed.
Constructed offline example
Save as topic_example.py and run python topic_example.py with an installed Python 3.11+ interpreter. This standard-library construction uses synthetic values; its checks are not provider measurements.
cases = [{"id": "a", "pass": True, "critical": False},
{"id": "b", "pass": True, "critical": False},
{"id": "c", "pass": False, "critical": True}]
quality = sum(c["pass"] for c in cases) / len(cases)
critical = [c["id"] for c in cases if c["critical"] and not c["pass"]]
release = quality >= 0.6 and not critical
assert not release
print("no-go", critical)Engineering decisions
- Tie every case to a risk or requirement.
- Predeclare critical failures and acceptable uncertainty.
- Decide which disagreements require adjudication.
Worked example
A 75-case RAG suite measures authorization leakage, citation correctness, supported-answer rate, abstention, and latency. The release rule requires zero leakage, at least 90% citation correctness, and no regression greater than the predeclared tolerance on priority slices.
Diagnose the failure
An aggregate score cannot erase critical failure. Report counts and missing cases. Deleting failures to improve the score invalidates evidence; correct an erroneous test only with preserved rationale.
Part 2 Guided practice
Predict average and decision. Add a hundred routine passes and verify the critical failure still blocks release. Independently report slices and preserve one judge disagreement for adjudication.
Answer criteria and feedback: An aggregate score cannot erase critical failure. Report counts and missing cases. Deleting failures to improve the score invalidates evidence; correct an erroneous test only with preserved rationale.
Continue with the downloadable pack below. If the pack or interpreter is unavailable, trace this self-contained example by hand in an input/expected-status/controlling-rule table and label execution unverified. Do not invent passing output. No account, credential, paid call, purchase or actual deployment is required.
Part 3 Remediation
If the decision changes when one case is removed, report fragility. Add cases only through change control; do not delete failing cases to improve the score. After repair, reassess with the alternate scenario in scenario_alt.json. A critical authorization, data-handling, evidence-integrity, or prohibited-action failure cannot be averaged into successful practice; it requires targeted remediation.
Part 4 Sources and currency
Use the workflow decision reference for model/deployment/harness distinctions and controlled comparisons. Source currency must be checked before each cohort. Provider/product behavior is illustrative where mocked; resolve current interfaces only from official documentation in an authorized environment.