Grounded build-time labnote summarization
Can a versioned AI apparatus produce concise labnote orientations that preserve findings, limitations, and negative results without introducing unsupported claims?
META-RESEARCH-001: Grounded build-time labnote summarization
Question
Can a versioned AI apparatus produce concise labnote orientations that preserve findings, limitations, and negative results without introducing unsupported claims?
Motivation
The public research library should help humans and agents decide whether a labnote is relevant without replacing its canonical Markdown source. A summary generator may help, but it may also erase caveats, overstate mixed evidence, or invent claims. Those risks require an experiment before site integration.
Frozen protocol
The original frozen protocol and its superseding v2 protocol are stored with the experiment. The v1 file remains immutable so the stopped pilot can be reproduced; frozen-protocol-v2.json governs the replacement campaign. Candidate summaries are generated from public canonical labnotes in shadow mode. Generation does not modify labnotes, the public manifest, or dist/.
Each candidate must include a short orientation, the central finding, limitations, negative or mixed evidence, and explicit source quotations used as evidence. Deterministic validation checks the schema, source hash, length, quotation support, and no-new-claims acknowledgement before human review.
The frozen corpus deliberately includes positive, negative, mixed, inconclusive, and apparatus-oriented records. Reviewers judge claim support, finding preservation, caveat retention, negative-result retention, and whether the candidate is useful for a relevance decision. Accepted, edited, and rejected candidates all remain experimental observations.
Promotion gate
The apparatus is not production research infrastructure yet. Promotion into research-tools requires completed META-RESEARCH-001 evidence, a documented failure policy, and a separate reviewed change. Public rendering requires an additional activation decision; generation success alone never authorizes publication.
Current status
The first shadow campaign stopped before human scoring due to a construct mismatch. Its candidates were concise and grounded, but behaved like compressed abstracts: they made the reader process a smaller version of the labnote instead of quickly answering why the note exists and what changed.
The original protocol and artifacts remain frozen as failed-pilot evidence. The superseding v2 protocol narrows the reader-facing contract to exactly two sentences: the first states the question or causal premise; the second states the observed effect and practical implication. Supporting quotations and provenance do not expand the reader-facing orientation. V2 does not require the model to extract citations; the apparatus retains the complete source hash and generation provenance, while human review remains responsible for fidelity.
Any future public rendering must mark the text as generated without demanding attention. The proposed treatment is a muted inset panel with clipped corners, lower-contrast text, and a compact AI ORIENTATION · EXPERIMENTAL label. This separates it from canonical authored prose while keeping it easy to ignore.
Second supervised shadow observation
All eight v2 candidates passed the two-sentence structural validator. Human review nevertheless scored every candidate zero across all five dimensions. The imposed shape had produced tiny abstracts rather than conversational orientations: terms such as “bounded-span,” “directionally correct,” and “preregistered gates” remained compact but did not help a reader understand the work quickly. The v2 promotion gate therefore failed with zero acceptable candidates and median relevance utility zero.
V3 adds a translation-register requirement called Crayon Speak. Its governing test is whether the orientation could be said naturally to a technically curious friend who has no project vocabulary. It keeps exactly two sentences, requires one main idea in each, and replaces research shorthand with what the term means. Length, jargon, parentheses, and acronym checks are warnings rather than hard readability formulas; grounding and effect fidelity remain human review gates.
V3 review is binary by design. The reviewer accepts an orientation if it helps them understand the note quickly, or rejects it with a reason. The earlier five-score form was removed because it added bookkeeping without clarifying the actual product decision.
Result
All eight v3 candidates passed the structural checks without language warnings, and the human reviewer accepted all eight as useful for understanding their source notes quickly. The frozen gate required at least seven acceptances, so the v3 campaign passed.
The experiment therefore supports Crayon Speak as the generation contract for a reusable orientation apparatus. It does not activate generated text on the public site: toolkit promotion and public rendering remain separate reviewed changes, as required by every protocol version.
Initial supervised shadow observation
The first supervised candidate targeted the negative composition-009 record rather than an easy positive result. The initial validation failed closed because two exact evidence quotations crossed Markdown line wraps. No source or public-site file was modified. Apparatus revision 0.1.0 was corrected to normalize textual whitespace before exact quotation comparison while retaining rejection of invented wording. The candidate then passed schema, quotation-support, length, claim-acknowledgement, and source-hash validation and became ready for human review. That result does not itself establish factual grounding.
This is evidence that the shadow boundary and one deterministic check work; it is not evidence that summaries are generally faithful or useful. The campaign and human review remain required.