|
| 1 | +# Research Improvement Roadmap |
| 2 | + |
| 3 | +## 1. Purpose |
| 4 | + |
| 5 | +This document tracks the highest-value research improvements for StableSteering as a study platform. |
| 6 | + |
| 7 | +It focuses on: |
| 8 | + |
| 9 | +- research design |
| 10 | +- experimental validity |
| 11 | +- evaluation quality |
| 12 | +- interpretability |
| 13 | +- study operations |
| 14 | +- comparative baselines |
| 15 | + |
| 16 | +It does not focus on core engineering execution. That belongs in: |
| 17 | + |
| 18 | +- [system_improvement_roadmap.md](/E:/Projects/StableSteering/docs/system_improvement_roadmap.md) |
| 19 | + |
| 20 | +## 2. Current Research Baseline |
| 21 | + |
| 22 | +The current system already supports: |
| 23 | + |
| 24 | +- iterative steering sessions |
| 25 | +- multiple samplers and updaters |
| 26 | +- multiple feedback modes at the schema level |
| 27 | +- deterministic test paths |
| 28 | +- replay and trace capture |
| 29 | +- real GPU-backed image generation |
| 30 | + |
| 31 | +This is enough for exploratory pilot work, but not yet enough for a strong research program. |
| 32 | + |
| 33 | +## 3. Main Research Gaps |
| 34 | + |
| 35 | +The largest current gaps are: |
| 36 | + |
| 37 | +- limited comparative baselines |
| 38 | +- limited human-study instrumentation |
| 39 | +- no formal study protocols in the repo |
| 40 | +- limited analysis automation |
| 41 | +- weak coverage of confounds like seed sensitivity and user inconsistency |
| 42 | + |
| 43 | +## 4. Priority Levels |
| 44 | + |
| 45 | +- `R0` |
| 46 | + Needed before making strong research claims. |
| 47 | + |
| 48 | +- `R1` |
| 49 | + Strongly improves study quality and interpretability. |
| 50 | + |
| 51 | +- `R2` |
| 52 | + Valuable expansions once the core research loop is stable. |
| 53 | + |
| 54 | +## 5. R0: Research Validity Priorities |
| 55 | + |
| 56 | +### 5.1 Establish a baseline comparison matrix |
| 57 | + |
| 58 | +Goals: |
| 59 | + |
| 60 | +- compare steering against simpler alternatives |
| 61 | +- avoid overclaiming based on one workflow |
| 62 | + |
| 63 | +Minimum baselines: |
| 64 | + |
| 65 | +- prompt-only rewriting |
| 66 | +- prompt-only manual iteration without steering state |
| 67 | +- no-update random sampling baseline |
| 68 | +- winner-copy vs winner-average vs linear-preference updater comparison |
| 69 | + |
| 70 | +### 5.2 Add explicit study protocols |
| 71 | + |
| 72 | +Goals: |
| 73 | + |
| 74 | +- make experiments repeatable across operators |
| 75 | +- reduce ad hoc evaluation drift |
| 76 | + |
| 77 | +Suggested work: |
| 78 | + |
| 79 | +- define pilot study templates |
| 80 | +- define prompt set selection rules |
| 81 | +- define stopping criteria |
| 82 | +- define annotation instructions for operators |
| 83 | + |
| 84 | +### 5.3 Improve confound logging |
| 85 | + |
| 86 | +Goals: |
| 87 | + |
| 88 | +- understand when session outcomes are caused by seed, fatigue, or interface effects rather than the steering method itself |
| 89 | + |
| 90 | +Suggested work: |
| 91 | + |
| 92 | +- log repeated hidden comparisons |
| 93 | +- log user confidence |
| 94 | +- log time-to-decision |
| 95 | +- log interruptions, retries, and session abandonment |
| 96 | + |
| 97 | +### 5.4 Define research success criteria |
| 98 | + |
| 99 | +Goals: |
| 100 | + |
| 101 | +- make it clear when a strategy is actually better |
| 102 | +- prevent endless qualitative-only iteration |
| 103 | + |
| 104 | +Suggested work: |
| 105 | + |
| 106 | +- define minimum effect expectations |
| 107 | +- define acceptable operator burden |
| 108 | +- define replay-based success checks |
| 109 | +- define robustness thresholds across seeds |
| 110 | + |
| 111 | +## 6. R1: Better Measurement and Analysis |
| 112 | + |
| 113 | +### 6.1 Add stronger outcome metrics |
| 114 | + |
| 115 | +Suggested metrics: |
| 116 | + |
| 117 | +- incumbent win rate against previous incumbents |
| 118 | +- average rounds to satisfaction |
| 119 | +- preference consistency over repeated judgments |
| 120 | +- robustness under alternate seeds |
| 121 | +- user-reported controllability |
| 122 | +- user-reported fatigue |
| 123 | + |
| 124 | +### 6.2 Build analysis-ready exports |
| 125 | + |
| 126 | +Goals: |
| 127 | + |
| 128 | +- reduce manual cleanup before analysis |
| 129 | +- make traces easier to use in notebooks and reports |
| 130 | + |
| 131 | +Suggested work: |
| 132 | + |
| 133 | +- export tidy CSV or parquet summaries |
| 134 | +- create one row per candidate |
| 135 | +- create one row per feedback event |
| 136 | +- create one row per round |
| 137 | +- include experiment/session metadata joins |
| 138 | + |
| 139 | +### 6.3 Add notebook-based analysis templates |
| 140 | + |
| 141 | +Goals: |
| 142 | + |
| 143 | +- make it easy to analyze sessions without rebuilding analysis logic each time |
| 144 | + |
| 145 | +Suggested work: |
| 146 | + |
| 147 | +- session trajectory notebook |
| 148 | +- seed robustness notebook |
| 149 | +- sampler comparison notebook |
| 150 | +- updater comparison notebook |
| 151 | + |
| 152 | +### 6.4 Strengthen replay as a research asset |
| 153 | + |
| 154 | +Goals: |
| 155 | + |
| 156 | +- use replay not just for debugging, but for comparative analysis and auditing |
| 157 | + |
| 158 | +Suggested work: |
| 159 | + |
| 160 | +- derive session summaries automatically |
| 161 | +- compute change-over-round plots |
| 162 | +- highlight candidate lineage and incumbent transitions |
| 163 | +- compare replay trajectories across strategies |
| 164 | + |
| 165 | +## 7. R1: Better Human Interaction Research |
| 166 | + |
| 167 | +### 7.1 Move beyond rating-only interaction |
| 168 | + |
| 169 | +Current gap: |
| 170 | + |
| 171 | +- although the system supports multiple feedback schemas, the current UI still centers ratings |
| 172 | + |
| 173 | +Research opportunity: |
| 174 | + |
| 175 | +- compare rating-based interaction with true pairwise and ranking interactions |
| 176 | +- measure cognitive load and speed differences |
| 177 | +- measure whether richer critique improves update quality |
| 178 | + |
| 179 | +### 7.2 Evaluate user consistency and fatigue |
| 180 | + |
| 181 | +Goals: |
| 182 | + |
| 183 | +- understand how stable user judgment is across rounds |
| 184 | +- understand when the session length starts harming data quality |
| 185 | + |
| 186 | +Suggested work: |
| 187 | + |
| 188 | +- hidden repeat judgments |
| 189 | +- forced calibration rounds |
| 190 | +- round-count versus confidence tracking |
| 191 | +- fatigue self-report prompts |
| 192 | + |
| 193 | +### 7.3 Study interface bias |
| 194 | + |
| 195 | +Goals: |
| 196 | + |
| 197 | +- ensure the UI is not shaping results more than the underlying algorithm |
| 198 | + |
| 199 | +Suggested work: |
| 200 | + |
| 201 | +- randomize candidate order in controlled experiments |
| 202 | +- compare metadata-hidden vs metadata-visible views |
| 203 | +- compare grid sizes and density |
| 204 | +- compare replay-rich vs replay-light workflows |
| 205 | + |
| 206 | +## 8. R2: Strategy Research Expansions |
| 207 | + |
| 208 | +### 8.1 Add richer steering representations |
| 209 | + |
| 210 | +Suggested expansions: |
| 211 | + |
| 212 | +- token-level steering |
| 213 | +- pooled-embedding steering |
| 214 | +- hybrid low-dimensional plus token mask approaches |
| 215 | + |
| 216 | +### 8.2 Add stronger samplers |
| 217 | + |
| 218 | +Suggested expansions: |
| 219 | + |
| 220 | +- Thompson-style sampling |
| 221 | +- quality-diversity or archive-based exploration |
| 222 | +- critique-conditioned candidate proposals |
| 223 | +- adaptive trust-region sampling |
| 224 | + |
| 225 | +### 8.3 Add stronger updaters |
| 226 | + |
| 227 | +Suggested expansions: |
| 228 | + |
| 229 | +- Bradley-Terry style preference updating |
| 230 | +- Bayesian preference models |
| 231 | +- contextual bandit approaches |
| 232 | +- critique-aware updates |
| 233 | + |
| 234 | +## 9. Study Program Milestones |
| 235 | + |
| 236 | +### Milestone R-A: Pilot Validity |
| 237 | + |
| 238 | +- establish baseline comparison tasks |
| 239 | +- define prompt set |
| 240 | +- define study protocol |
| 241 | +- log confounds more explicitly |
| 242 | + |
| 243 | +### Milestone R-B: Reliable Measurement |
| 244 | + |
| 245 | +- add stronger metrics |
| 246 | +- add analysis exports |
| 247 | +- add notebooks and replay summaries |
| 248 | + |
| 249 | +### Milestone R-C: Comparative Research |
| 250 | + |
| 251 | +- compare samplers |
| 252 | +- compare updaters |
| 253 | +- compare feedback modalities |
| 254 | +- compare representation strategies |
| 255 | + |
| 256 | +## 10. Suggested Execution Order |
| 257 | + |
| 258 | +1. define baseline comparison matrix |
| 259 | +2. define pilot protocol and prompt/task sets |
| 260 | +3. add stronger confound logging |
| 261 | +4. add analysis-ready exports |
| 262 | +5. add replay-based comparative summaries |
| 263 | +6. compare feedback modalities |
| 264 | +7. compare samplers and updaters |
| 265 | +8. expand representation strategies |
| 266 | + |
| 267 | +## 11. Summary |
| 268 | + |
| 269 | +The next research phase should shift from “can the system run?” to “can the system support credible conclusions?” |
| 270 | + |
| 271 | +That means focusing on: |
| 272 | + |
| 273 | +- better baselines |
| 274 | +- better measurement |
| 275 | +- better confound control |
| 276 | +- better analysis workflows |
| 277 | +- better human-study structure |
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