Define retrieval evaluation fixtures and success criteria #19

Closed
opened 2026-07-24 19:38:19 -04:00 by JackFrostbyte · 1 comment

Goal

    Create a small human-reviewed retrieval evaluation set for the completed pilot corpus before selecting a full-text search backend.

    ## Why

    Backend selection and later search changes need objective corpus-grounded queries, expected passages, filters, and no-result cases rather than subjective demonstrations.

    ## Scope

    - Create queries with one obvious correct passage.
  • Create queries with multiple relevant passages and documented relevance expectations.

  • Include wording variations and non-exact terminology.

  • Include language, domain, source, or other metadata-filter cases supported by the pilot records.

  • Include queries that should return no result.

  • Record expected source, document, chunk, and citation-location identifiers.

  • Define deterministic evaluation output and success criteria appropriate to a five-document corpus.

  • Keep the fixtures human-readable and reviewable.

  • Document that the evaluation measures retrieval only and does not involve an LLM.

      ## Out of scope
    
      - Selecting or implementing a search backend.
    
  • Embeddings or vector evaluation.

  • Generated answers.

  • Large benchmark datasets.

  • Safety-critical retrieval evaluation.

      ## Dependencies
    
      - #18 — Process and review the complete five-document pilot corpus
    
  • Milestone 1 must be complete before this issue is implemented.

      ## Acceptance criteria
    
      - The fixture set covers single-answer, multiple-relevant, filter, wording-variation, and no-result cases.
    
  • Every expected result resolves to a validated pilot chunk and source passage.

  • Relevance expectations are human-reviewed and documented.

  • Evaluation success criteria are deterministic and backend-neutral.

  • No LLM or network service is required.

      ## Validation
    
      - Validate every referenced source, document, and chunk ID.
    
  • Manually open every expected citation passage.

  • Review every no-result query for accidental relevant content.

  • Run the complete Milestone 1 test suite.

      ## Suggested branch
    
      `feature/issue-19-retrieval-fixtures`
    
      <!-- arkive-planning-automation:2026-07-24-v3:M2-01 -->
    
## Goal Create a small human-reviewed retrieval evaluation set for the completed pilot corpus before selecting a full-text search backend. ## Why Backend selection and later search changes need objective corpus-grounded queries, expected passages, filters, and no-result cases rather than subjective demonstrations. ## Scope - Create queries with one obvious correct passage. - Create queries with multiple relevant passages and documented relevance expectations. - Include wording variations and non-exact terminology. - Include language, domain, source, or other metadata-filter cases supported by the pilot records. - Include queries that should return no result. - Record expected source, document, chunk, and citation-location identifiers. - Define deterministic evaluation output and success criteria appropriate to a five-document corpus. - Keep the fixtures human-readable and reviewable. - Document that the evaluation measures retrieval only and does not involve an LLM. ## Out of scope - Selecting or implementing a search backend. - Embeddings or vector evaluation. - Generated answers. - Large benchmark datasets. - Safety-critical retrieval evaluation. ## Dependencies - #18 — Process and review the complete five-document pilot corpus - Milestone 1 must be complete before this issue is implemented. ## Acceptance criteria - The fixture set covers single-answer, multiple-relevant, filter, wording-variation, and no-result cases. - Every expected result resolves to a validated pilot chunk and source passage. - Relevance expectations are human-reviewed and documented. - Evaluation success criteria are deterministic and backend-neutral. - No LLM or network service is required. ## Validation - Validate every referenced source, document, and chunk ID. - Manually open every expected citation passage. - Review every no-result query for accidental relevant content. - Run the complete Milestone 1 test suite. ## Suggested branch `feature/issue-19-retrieval-fixtures` <!-- arkive-planning-automation:2026-07-24-v3:M2-01 -->
Author
Owner

Completed by PR #67.

Issue #19 now provides the human-reviewed retrieval benchmark for the completed five-document Milestone 1 corpus.

The delivered fixture contains 10 deterministic cases covering:

  • single obvious relevant passages
  • multiple relevant passages with documented required / acceptable relationships
  • wording variations that do not simply reproduce source terminology
  • metadata filtering using the existing source_id contract
  • genuine no-result queries manually checked against the full 36-chunk pilot corpus

Every positive expectation identifies real committed source, document, and chunk IDs, with physical page locations where available. Tests verify lineage, literal expected passages, cleaned-text [char_start, char_end) integrity, and citation/page identity.

Success is defined backend-neutrally: required results must appear within the top 5, filters must be respected, and no-result cases must return zero results. Exact ranking, scoring, tokenization, search implementation, embeddings, LLMs, and generated answers remain deliberately out of scope.

This establishes the common evaluation set needed by Issue #20 to compare lexical search backends without selecting or optimizing for one in advance.

Closing as complete.

Completed by PR #67. Issue #19 now provides the human-reviewed retrieval benchmark for the completed five-document Milestone 1 corpus. The delivered fixture contains 10 deterministic cases covering: * single obvious relevant passages * multiple relevant passages with documented `required` / `acceptable` relationships * wording variations that do not simply reproduce source terminology * metadata filtering using the existing `source_id` contract * genuine no-result queries manually checked against the full 36-chunk pilot corpus Every positive expectation identifies real committed source, document, and chunk IDs, with physical page locations where available. Tests verify lineage, literal expected passages, cleaned-text `[char_start, char_end)` integrity, and citation/page identity. Success is defined backend-neutrally: required results must appear within the top 5, filters must be respected, and no-result cases must return zero results. Exact ranking, scoring, tokenization, search implementation, embeddings, LLMs, and generated answers remain deliberately out of scope. This establishes the common evaluation set needed by Issue #20 to compare lexical search backends without selecting or optimizing for one in advance. Closing as complete.
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