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Mathematical note

Horizon-qualified learning outcomes

math/learning-outcome-contract.md

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Direct repository links only; no document-level evidence status is implied.

Scope

This note makes acquisition, retention, transfer, fluency, calibration, motivation, and effort separate outputs. It supports the learning-science audit and the experiment contracts for Candidates 004 and 019. Its evidence boundaries are C-627C-658.

Immediate and retained change

For learner/model ii, skill item jj, and policy mm, let Yijm(t)Y_{ijm}(t) be a score in a declared score unit. Acquisition and retained change are

Aijm=Yijm(tpost)Yijm(tpre),A_{ijm}=Y_{ijm}(t_{\mathrm{post}})-Y_{ijm}(t_{\mathrm{pre}}), Rijm(Δ)=Yijm(tpost+Δ)Yijm(tpre),R_{ijm}(\Delta)= Y_{ijm}(t_{\mathrm{post}}+\Delta)-Y_{ijm}(t_{\mathrm{pre}}),

where retention horizon Δ\Delta is seconds, task events, or another declared clock. A policy can win on AA and lose on R(Δ)R(\Delta).

Transfer is indexed

Let d{0,1,2,3}d\in\{0,1,2,3\} identify preregistered strata: trained form, near variant, changed representation/context, and novel causal composition. Against baseline m0m_0,

Tm(d)=E[Ytransferm,d]E[Ytransferm0,d].T_m(d)= \mathbb E[Y^{\mathrm{transfer}}\mid m,d] -\mathbb E[Y^{\mathrm{transfer}}\mid m_0,d].

Tm(d)T_m(d) uses score units and is reported for every dd. A single mean called “generalization” cannot show which cue, mapping, or composition transferred.

For elapsed time τ\tau seconds, cc correct responses, and nn attempts,

F=cτ[correct tasks s1],e=1cn[1].F=\frac{c}{\tau} \quad[\mathrm{correct\ tasks\ s^{-1}}], \qquad e=1-\frac{c}{n}\quad[1].

Fluency requires the (F,e)(F,e) frontier, not speed alone. Calibration retains item-level confidence before feedback and reports a proper score such as

BS=1Nk=1N(pkyk)2,\operatorname{BS}=\frac{1}{N}\sum_{k=1}^{N}(p_k-y_k)^2,

which is dimensionless for probability pkp_k and binary outcome yky_k.

Skill-local scheduling state

For skill jj, scheduler state is

Lj,t=(a^,r^Δ1:Δq,T^0:3,F^,c^,σ,χ,h,v),\mathcal L_{j,t}= (\hat a,\hat r_{\Delta_1:\Delta_q},\hat T_{0:3}, \hat F,\hat c,\sigma,\chi,h,v),

where a^\hat a is acquisition, r^\hat r retention by target horizon, T^\hat T transfer by stratum, F^\hat F fluency, c^\hat c calibration, σ\sigma support/scaffold state, χ\chi confusability/context, hh intervention history, and vv state/model version. These are estimates with uncertainty, not hidden truth labels.

The next event may retrieve, restudy, vary, compare, explain, fade support, or stop. Difficulty is admissible only when processing succeeds often enough to produce information; failure without interpretable feedback is not useful effort by definition.

Complete cost

Keep raw cost components

cm=(τ,Ne,Nr,Nf,Nh,B,E,HT,HL),\mathbf c_m=(\tau,N_e,N_r,N_f,N_h,B,E,H_T,H_L),

where τ\tau is learner time in seconds; Ne,Nr,Nf,NhN_e,N_r,N_f,N_h are exposure, retrieval, feedback, and hint counts; BB is stored bytes; EE is joules; and HT,HLH_T,H_L are teacher and learner effort in person-seconds. Variable-time mastery, adaptive scheduling, or interactive teaching cannot claim efficiency while receiving uncharged extra attempts or attention.

Falsification boundary

The scheduler loses if tuned spaced repetition, fixed expanding intervals, ordinary knowledge tracing, blocked/random/interleaved schedules, worked examples with fixed fading, hard-example mining, or fixed curriculum match the delayed retention–transfer–cost frontier. A teaching channel loses if a versioned artifact plus tests preserves equal capability across learner/model turnover at lower combined effort.