AI Evaluations Pipeline
AI Evaluation Pipeline Study Guide
Overview
AI application success depends on the ability to differentiate good outcomes from bad outcomes. This requires a reliable evaluation pipeline. This guide covers comprehensive evaluation techniques for open-ended AI tasks.
Step 1: Evaluate All System Components
Multi-Level Evaluation
- Component-level: Evaluate each system component independently
- End-to-end: Evaluate complete system output
- Turn-based: Evaluate quality of individual responses
- Task-based: Evaluate whether system completes entire tasks
Example: Resume Parser Application
- PDF-to-text extraction - Evaluate using text similarity
- Employer extraction - Evaluate using accuracy metrics
Turn vs Task Evaluation
- Turn-based: Quality of each individual output
- Task-based: Whether system accomplishes the goal (more important for users)
- Challenge: Determining task boundaries in conversations
Benchmark Example
- Twenty Questions: One AI instance chooses concept, another guesses through yes/no questions
- Scored on success rate and number of questions needed
Step 2: Create Evaluation Guidelines
Define What Good Means
- Specify what application should do
- Specify what application shouldn’t do
- Define scope boundaries and out-of-scope responses
Evaluation Criteria Development
Average applications use 2.3 different feedback criteria:
Example Customer Support Criteria:
- Relevance: Response addresses user’s query
- Factual Consistency: Response aligns with context
- Safety: Response isn’t toxic
Create Scoring Rubrics
- Choose scoring system (binary, 1-5 scale, 0-1 range)
- Provide examples for each score level
- Validate rubrics with human reviewers
- Ensure unambiguous guidelines
Business Metric Alignment
Map evaluation metrics to business impact:
- 80% factual consistency → automate 30% of support requests
- 90% factual consistency → automate 50% of support requests
- 98% factual consistency → automate 90% of support requests
Key Business Metrics:
- Stickiness: DAU, WAU, MAU
- Engagement: Conversations per month, session duration
Step 3: Define Methods and Data
Select Evaluation Methods
- Specialized classifiers for toxicity detection
- Semantic similarity for relevance measurement
- AI judges for factual consistency
- Mixed approaches for cost/quality balance
Leverage Logprobs
- Measure model confidence in predictions
- Useful for classification tasks
- Calculate perplexity for fluency assessment
Human Evaluation
- Use as North Star metric
- Evaluate subset of daily outputs (e.g., 500 conversations)
- Detect performance changes and usage patterns
Data Annotation Strategy
- Use actual production data when possible
- Leverage natural labels if available
- Create clear annotation guidelines
- Reuse guidelines for future fine-tuning
Data Slicing Techniques
Separate data into subsets for granular analysis:
- Bias detection: Avoid discrimination against minority groups
- Debugging: Identify performance issues in specific data types
- Improvement opportunities: Find areas needing enhancement
- Simpson’s paradox prevention: Avoid aggregate score misleading
Evaluation Set Types
- Production representative: Matches actual usage distribution
- User tier based: Paying vs free users
- Platform based: Mobile vs web traffic
- Error-prone examples: Known failure cases
- Typo-containing: Common user input errors
- Out-of-scope: Inappropriate inputs
Sample Size Guidelines
- Minimum: 300 examples (absolute minimum)
- Preferred: 1,000+ examples
- Benchmark median: 1,000 examples
- Benchmark average: 2,159 examples
Score Difference vs Sample Size (OpenAI guidelines):
- For every 3× decrease in score difference, need 10× more samples
Bootstrap Validation
- Draw samples with replacement from evaluation set
- Evaluate model on bootstrapped samples
- Repeat multiple times
- Check for consistent results across bootstraps
Evaluation Pipeline Quality Assessment
Key Quality Questions
- Do better responses receive higher scores?
- Do better metrics correlate with business outcomes?
- Is the pipeline reproducible across runs?
- What’s the variance across different datasets?
Reliability Improvements
- Set consistent configurations (e.g., temperature = 0 for AI judges)
- Track metric correlations
- Remove redundant perfectly correlated metrics
- Investigate uncorrelated metrics
Cost and Latency Considerations
- Balance evaluation thoroughness with performance
- Don’t skip evaluation to reduce latency
- Consider async evaluation where possible
Iteration and Maintenance
Continuous Improvement
- Update criteria as needs change
- Modify scoring rubrics based on learnings
- Add/remove examples as patterns emerge
- Maintain consistency while evolving
Experiment Tracking
Log all variables that could affect evaluation:
- Evaluation data versions
- Scoring rubrics
- AI judge prompts and configurations
- Sampling parameters
Model Selection Considerations
Host vs API Decision Factors
Evaluate across seven axes:
- Data Privacy: Control over sensitive information
- Data Lineage: Tracking data flow and usage
- Performance: Speed and reliability requirements
- Functionality: Feature availability and limitations
- Control: Customization and configuration options
- Cost: Total cost of ownership
- Maintenance: Ongoing operational requirements
Public Benchmark Limitations
- Help eliminate bad models but don’t identify best for specific use cases
- Likely contaminated with training data
- Aggregation methodologies often unclear
- Should complement, not replace, private evaluation
Key Takeaways
- No perfect evaluation method exists - combine multiple approaches
- Evaluation is ongoing - continue throughout development and production
- Clear guidelines are crucial - ambiguous criteria lead to unreliable results
- Business alignment matters - connect evaluation metrics to business outcomes
- Component-level evaluation - test each system part independently
- User feedback integration - leverage production user interactions
- Continuous iteration - evolve evaluation as requirements change
This evaluation pipeline framework provides the foundation for reliable AI system assessment, enabling risk reduction, performance improvement opportunities, and progress benchmarking throughout the development lifecycle.