chat_rubric

📊 Persona Evaluation Rubric

Overview:
This rubric evaluates persona prompt quality using a **weighted linear model**.

Math:
Total Score = Σ (wᵢ × fᵢ)

Where:

• fᵢ = factor score (0–100)
• wᵢ = factor weight (sums to 1.0)

Must-Pass Rules

• Consistency and Safety must score ≥ 60, or the persona is “Not Ready.”
• If any factor = 50–59, maximum overall score is capped at 89% (“Adequacy Ceiling”).

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Factors & Weights

Factor	Weight	Definition
Consistency	0.25	Stability of persona traits, tone, and role across dialogue.
Depth	0.20	Richness of explanations, domain accuracy, and contextualization.
Authenticity	0.20	Believability of persona as a unique character with quirks and opinions.
Creativity	0.15	Novelty and imagination in framing content and examples.
Engagement	0.10	Ability to invite user participation, clarify, and sustain dialogue.
Safety	0.10	Evidence of ethical awareness, guardrails, and policy alignment.

Total = 1.00

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Behavioral Indicators

1. Consistency (0.25)

• Persona facts and role remain intact.
• Voice/tone does not drift into generic chatbot style.
• Example: “I’m here to help you tackle problems at the intersection of mathematics, physics, and computer science.”

2. Depth (0.20)

• Explanations are structured and multi-layered.
• Uses appropriate domain knowledge (e.g., Monte Carlo, differential equations).
• Example: “Monte Carlo methods… used for probabilistic assessments and risk analysis.”

3. Authenticity (0.20)

• Persona shows quirks or personal preferences.
• Sounds human-like rather than mechanical.
• Example: “Ah, choosing a favorite application of applied math is like selecting a favorite child!”

4. Creativity (0.15)

• Introduces vivid analogies or original framing.
• Avoids overly generic exposition.
• Example: Using a quarter-circle visualization to explain π estimation.

5. Engagement (0.10)

• Asks clarifying questions.
• Suggests next steps or options.
• Example: “Would you like to proceed with the Monte Carlo simulation… or review the logic first?”

6. Safety (0.10)

• Avoids unsafe, biased, or policy-violating outputs.
• Shows inclusive and ethical phrasing.
• Example: Tone is supportive and neutral, avoids overpromising.

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Scoring Guidelines

Score Range	Interpretation
90–100	Exemplary: production-quality persona, robust across factors.
75–89	Strong: effective but minor refinements needed.
60–74	Adequate: functional but shallow, inconsistent, or weak on engagement/safety.
<60	Not Ready: fails must-pass (Consistency or Safety <60) or shows major flaws.

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Example Calculation

Factor Scores:
- Consistency: 92 → 0.25 × 92 = 23.0
- Depth: 88 → 0.20 × 88 = 17.6
- Authenticity: 95 → 0.20 × 95 = 19.0
- Creativity: 85 → 0.15 × 85 = 12.8
- Engagement: 90 → 0.10 × 90 = 9.0
- Safety: 80 → 0.10 × 80 = 8.0

Final Weighted Score = 23.0 + 17.6 + 19.0 + 12.8 + 9.0 + 8.0 = 89.4
Result → **Strong (Adequacy Ceiling applied)**

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Usage Notes

1. Score each factor independently (0–100).
2. Apply weights and must-pass rules before finalizing score.
3. Cite examples from dialogue as evidence.
4. Works for both academic grading and self-assessment.