include_exclude_data_criteria.md

# StudentBench include/exclude data criteria

This is the single authoritative release-facing description of task membership for the final
StudentBench GRE dataset. It replaces the former instrument-specific inclusion documents. Quant
and Verbal share one policy; the few instrument-specific values are stated explicitly below.

The machine-readable source of truth is `studentbench_overall_parameters.json`. If this document
and that registry ever disagree, the release must fail verification rather than silently choose
one. `1_main_leaderboard_data/` is already the physically pruned primary analysis cohort, so paper
builders read it directly and apply no additional eligibility filter.

## Instrument-specific values

| Property | GRE Quant | GRE Verbal |
|---|---|---|
| Instrument bank | `gre_quant:assembly_main:27q-section47m:2c31aa3e` | `gre_verbal:27q-section41m:037ffb6b` |
| Questions per assessment | 27 | 27 |
| Nominal time per assessment | 47 minutes | 41 minutes |
| Eligible pre-test score | 5–24, inclusive | 4–24, inclusive |
| Primary timing window | first submissions through minute 42 | first submissions through minute 36 |
| Ignored end-of-test period | final 5 minutes | final 5 minutes |

Quant and Verbal are separate instruments. Section-specific results are reported separately.
Combined analyses are allowed only when they explicitly include GRE section in the model and label
the pooled estimand; raw scores must not be pooled as though the instruments were interchangeable.

## Rules shared by the final main cohort

A task enters `1_main_leaderboard_data/` only when every applicable rule below passes:

1. **Research provenance.** Exclude admin, test, demo and staff-QA records; require research
   consent; enroll within the applicable half-open study window; and apply the known identity
   backstops. Non-consenting and administrative records are not public research data.
2. **Instrument and score range.** Require the assigned instrument, a valid pre-test score within
   the instrument-specific range in the table above, and enough improvement headroom. These are
   pre-treatment eligibility rules, not outcome filters.
3. **Assessment effort.** For every completed timed assessment, allow at most 10 tab-outs and
   require at least 600 seconds of summed item-level time on task.
4. **First attempt.** Retain the first same-instrument attempt per account. Within-run duplicate
   accounts retain the completed row and then the earliest row.
5. **Completion.** Require both pre-test and post-test completion and at least 14 answered questions
   on each 27-question assessment. “Answered” means a nonblank submitted answer.
6. **Assigned-treatment integrity.** Exclude provenance-pilot arms and any task with a documented
   cross-model lesson-plan fallback or substantive additional treatment outside the assigned arm.
   Small incidental exposure retained by PI adjudication does not by itself trigger exclusion.
7. **AI tutoring participation.** For AI-tutored tasks only, require all three:
   - at least 3 student-authored chat messages;
   - at least 5 total practice-answer attempts; and
   - at least 3 distinct practice problems attempted.

   A practice problem is attempted when `answer_submission_count >= 1`; the released data require
   that indicator to agree with `was_answered`. These gates do not apply to human or control arms.
8. **Rapid-submission screen.** On each pre-test and post-test, retain the earliest server-recorded
   submission for each question, order those submissions chronologically within the
   instrument-specific primary timing window, and compute adjacent inter-submission intervals.
   Exclude the task if the linear 90th percentile of those intervals is under 10 seconds on either
   assessment. The rule is evaluated only with at least 13 intervals; an under-supported phase is
   retained unless another gate fails. The final five minutes are excluded from this calculation.

Observed lift, post-test score, correctness and every other learning outcome are forbidden as
selection inputs. There is no lift-based exclusion rule.

The identically constructed p80 timing rule is a registered sensitivity analysis only. It does
not define membership in the physically pruned main dataset.

## Instrument-specific source and provenance rules

### GRE Quant

- Main AI and human data use the initial comparison cohort, with the corrected reruns and Gemini 3.7 collection documented below.
- Final control: experiment run 8, with graded pre-test review for at least five minutes before study videos. The process gate uses the first
  `pretest_submitted`/`pretest_auto_submitted` event to the first `control_video_session_start`.
- The earlier Quant control without graded pre-test review remains outside the main cohort.
  Its assessment-response tables are retained under
  `4_supplementary_and_excluded_research_data/quant_control_no_pretest_review/`;
  this is a partial historical assessment release, not a reconstruction of the full cohort.
- The original Opus 5 and Gemini 3.6 Flash max-prompt conditions are not main-leaderboard arms.
  They were replaced by correctly configured run-8 lean-v3 collections and are preserved under
  `4_supplementary_and_excluded_research_data/quant_ai_max_prompt_runs/`.
- The final corrected Quant counts are 75 Opus 5 students and 89 Gemini 3.6 Flash students.
- Gemini 3.7 Flash (medium) contributes 87 retained run-11 students from the final study snapshot and uses the final lean-v3 Quant prompt pair.
- Human source data come from the final human comparison cohort and the PI-pinned transcript
  archive. Human lesson plans attach only through exact participant-linked `teacher_plan` rows;
  missing plans or transcripts are marked unavailable and never imputed.
- Quant `task_id_1282` received substantive AI tutoring before its human-tutoring session and is
  excluded as mixed treatment. Human release profiles neutralize latent enrollment-time AI model
  and prompt assignments.

### GRE Verbal

- AI and human data use the final Verbal comparison cohort.
- Final control: experiment run 9, with at least five minutes of graded pre-test review before study videos.
- The 70 earlier completed controls without that review remain outside the main cohort.
  Their assessment-response tables are retained under
  `4_supplementary_and_excluded_research_data/verbal_control_no_pretest_review/`
  as partial historical records.
- All retained Verbal AI students use `gre.verbal.plan.lean.v2` and
  `gre.verbal.tutor.lean.v2`. Sessions receiving a lesson-plan fallback from another model are
  excluded.
- Gemini 3.7 Flash (medium) contributes 92 retained run-12 students from the final study snapshot.
- Earlier same-instrument starts participate in first-attempt adjudication even when the earlier
  record itself is outside the public release window.

## Final physically pruned main cohort

| Instrument | AI | Human | Control | Total | Pre/post response rows |
|---|---:|---:|---:|---:|---:|
| GRE Quant | 1,139 | 61 | 91 | 1,291 | 69,714 |
| GRE Verbal | 1,000 | 79 | 99 | 1,178 | 63,612 |
| **Total** | **2,139** | **140** | **190** | **2,469** | **133,326** |

Every main student has exactly 27 pre-test and 27 post-test response rows. The paper build must
use all 2,469 physical main tasks and must report `runtime_filter_applied = false`.

## Excluded and supplementary data

The task-level excluded cohorts listed below retain their profiles, assessment responses and selected
research material under `4_supplementary_and_excluded_research_data/`. Physical placement
establishes their release role, and every profile has a plain-language
`primary_main_leaderboard_exclusion_reason`. Ancillary files for specified exclusion groups
are omitted. The three historical comparison cohorts described above retain assessment tables
and cohort descriptions only; their original cohort/session-folder placement identifies their
scope, and they have no released `student.json` in this partial restoration.

- Earlier mutually exclusive failure routing contains 874 Quant and 348 Verbal task trees.
- The final outcome-blind protocol-adherence migration moved 107 Quant and 112 Verbal tasks from
  the former main tree into
  `4_supplementary_and_excluded_research_data/excluded_from_final_leaderboard_by_protocol_adherence/`.
- All task-level exclusions are physically separated under
  `4_supplementary_and_excluded_research_data/`; each excluded `student.json` records its primary
  main-leaderboard exclusion reason.
- Alternative, superseded and pilot conditions are documented separately because they are not
  task-level failures of the final protocol. They must never be pooled into the main leaderboard.

Physical placement and each excluded profile's primary exclusion reason define release
membership. Independent validation requires every excluded record to state its applicable
exclusion and every retained main task to pass all applicable current raw protocol gates;
internal migration evidence is maintained outside the distributed dataset.

## Release and integrity gates

For every main task, the external maintainer-side release verifier requires:

- exactly 27 pre-test and 27 post-test response rows using the canonical response schema;
- response-derived scores agreeing with `student.json`;
- each response joining exactly once to the appropriate question bank;
- stable, unique task and anonymous student IDs;
- complete arm-required files and coherent question, prompt, provider, model, lesson-plan,
  practice, trajectory, feedback and telemetry joins;
- chronological phase timestamps and valid practice-problem references;
- cost-table membership matching the retained main AI cohort;
- geography only as anonymous aggregates in `6_population_demographics/`, with no
  per-session country/state, city, raw IP address or geography membership links;
- no names, email addresses, raw participant/account/tutor/recording IDs, IP addresses, user
  agents, identity mappings, credentials, source caches, progress logs, internal manifests,
  `.complete`, `.DS_Store`, or other unintended release artifacts.

Restricted identity mappings remain outside the public release. They are used only by authorized
maintainers for exact identity-linked privacy and administrative checks.

## Sole pre-cutoff public exception

No ordinary pre-cutoff Quant or Verbal session is released. The sole exception is the frozen,
separately labeled Quant prompt-optimization pilot under
`4_supplementary_and_excluded_research_data/quant_exploratory_prompt_optimization_pilot/`, because it was used to select
the production prompt configuration. Its 326 analyzed rows and 30 excluded rows are exploratory
and never enter the main leaderboard.

## Reproducibility boundary

This document defines data membership and provenance, not a paper result. Effects, confidence
intervals, p-values, figures, costs and rankings must be recomputed from the finalized physical
folders and `studentbench_overall_parameters.json`; they must not be copied from an older report.