From a4ecc1e729f962eb8bcde6ad98b7cae92eeb3d35 Mon Sep 17 00:00:00 2001
From: thomashopkins32 <thopkins1@bnl.gov>
Date: Mon, 12 Jan 2026 13:45:32 -0500
Subject: [PATCH 1/9] Implement optimizer checkpoints

---
 src/blop/ax/agent.py     | 14 ++++++++++++++
 src/blop/ax/optimizer.py | 21 +++++++++++++++++++--
 src/blop/plans/plans.py  | 24 ++++++++++++++++++++++--
 src/blop/protocols.py    | 16 ++++++++++++++++
 4 files changed, 71 insertions(+), 4 deletions(-)

diff --git a/src/blop/ax/agent.py b/src/blop/ax/agent.py
index 3e491e84..5aed2777 100644
--- a/src/blop/ax/agent.py
+++ b/src/blop/ax/agent.py
@@ -42,6 +42,8 @@ class Agent:
         Constraints on DOFs to refine the search space.
     outcome_constraints : Sequence[OutcomeConstraint] | None, optional
         Constraints on outcomes to be satisfied during optimization.
+    checkpoint_path : str | None, optional
+        The path to the checkpoint file to save the optimizer's state to.
     **kwargs : Any
         Additional keyword arguments to configure the Ax experiment.
 
@@ -71,6 +73,7 @@ def __init__(
         acquisition_plan: AcquisitionPlan | None = None,
         dof_constraints: Sequence[DOFConstraint] | None = None,
         outcome_constraints: Sequence[OutcomeConstraint] | None = None,
+        checkpoint_path: str | None = None,
         **kwargs: Any,
     ):
         self._sensors = sensors
@@ -89,6 +92,7 @@ def __init__(
             outcome_constraints=[constraint.ax_constraint for constraint in self._outcome_constraints]
             if self._outcome_constraints
             else None,
+            checkpoint_path=checkpoint_path,
             **kwargs,
         )
 
@@ -124,6 +128,10 @@ def outcome_constraints(self) -> Sequence[OutcomeConstraint] | None:
     def ax_client(self) -> Client:
         return self._optimizer.ax_client
 
+    @property
+    def checkpoint_path(self) -> str | None:
+        return self._optimizer.checkpoint_path
+
     def to_optimization_problem(self) -> OptimizationProblem:
         """
         Construct an optimization problem from the agent.
@@ -299,3 +307,9 @@ def plot_objective(
             *args,
             **kwargs,
         )
+
+    def checkpoint(self) -> None:
+        """
+        Save the agent's state to a JSON file.
+        """
+        self._optimizer.checkpoint()
diff --git a/src/blop/ax/optimizer.py b/src/blop/ax/optimizer.py
index f44ff8eb..3dbf49ad 100644
--- a/src/blop/ax/optimizer.py
+++ b/src/blop/ax/optimizer.py
@@ -3,10 +3,10 @@
 
 from ax import ChoiceParameterConfig, Client, RangeParameterConfig
 
-from ..protocols import ID_KEY, Optimizer
+from ..protocols import ID_KEY, Optimizer, Checkpointable
 
 
-class AxOptimizer(Optimizer):
+class AxOptimizer(Optimizer, Checkpointable):
     """
     An optimizer that uses Ax as the backend for optimization and experiment tracking.
 
@@ -22,6 +22,8 @@ class AxOptimizer(Optimizer):
         The parameter constraints to apply to the optimization.
     outcome_constraints : Sequence[str] | None, optional
         The outcome constraints to apply to the optimization.
+    checkpoint_path : str | None, optional
+        The path to the checkpoint file to save the optimizer's state to.
     client_kwargs : dict[str, Any] | None, optional
         Additional keyword arguments to configure the Ax client.
     **kwargs : Any
@@ -39,10 +41,12 @@ def __init__(
         objective: str,
         parameter_constraints: Sequence[str] | None = None,
         outcome_constraints: Sequence[str] | None = None,
+        checkpoint_path: str | None = None,
         client_kwargs: dict[str, Any] | None = None,
         **kwargs: Any,
     ):
         self._parameter_names = [parameter.name for parameter in parameters]
+        self._checkpoint_path = checkpoint_path
         self._client = Client(**(client_kwargs or {}))
         self._client.configure_experiment(
             parameters=parameters,
@@ -53,6 +57,10 @@ def __init__(
             objective=objective,
             outcome_constraints=outcome_constraints,
         )
+    
+    @property
+    def checkpoint_path(self) -> str | None:
+        return self._checkpoint_path
 
     @property
     def ax_client(self) -> Client:
@@ -126,3 +134,12 @@ def ingest(self, points: list[dict]) -> None:
             elif trial_idx == "baseline":
                 trial_idx = self._client.attach_baseline(parameters=parameters)
             self._client.complete_trial(trial_index=trial_idx, raw_data=outcomes)
+
+    def checkpoint(self) -> None:
+        """
+        Save the optimizer's state to JSON file.
+        """
+        if not self.checkpoint_path:
+            raise ValueError("Checkpoint path is not set. Please set a checkpoint path "
+                             "when initializing the optimizer.")
+        self._client.save_to_json_file(self.checkpoint_path)
diff --git a/src/blop/plans/plans.py b/src/blop/plans/plans.py
index 08f5de88..96ccdb8a 100644
--- a/src/blop/plans/plans.py
+++ b/src/blop/plans/plans.py
@@ -8,7 +8,7 @@
 from bluesky.protocols import Readable, Reading
 from bluesky.utils import MsgGenerator, plan
 
-from ..protocols import ID_KEY, Actuator, OptimizationProblem, Sensor
+from ..protocols import ID_KEY, Actuator, OptimizationProblem, Sensor, Checkpointable
 from .utils import route_suggestions
 
 logger = logging.getLogger(__name__)
@@ -126,6 +126,7 @@ def optimize(
     optimization_problem: OptimizationProblem,
     iterations: int = 1,
     n_points: int = 1,
+    checkpoint_interval: int | None = None,
     *args: Any,
     **kwargs: Any,
 ) -> MsgGenerator[None]:
@@ -140,10 +141,29 @@ def optimize(
         The number of optimization iterations to run.
     n_points : int, optional
         The number of points to suggest per iteration.
+    checkpoint_interval : int | None, optional
+        The number of iterations between optimizer checkpoints. If None, checkpoints
+        will not be saved. Optimizer must implement the
+        :class:`blop.protocols.Checkpointable` protocol.
+    *args : Any
+        Additional positional arguments to pass to the :func:`optimize_step` plan.
+    **kwargs : Any
+        Additional keyword arguments to pass to the :func:`optimize_step` plan.
+    
+    See Also
+    --------
+    blop.protocols.OptimizationProblem : The problem to solve.
+    blop.protocols.Checkpointable : The protocol for checkpointable objects.
+    optimize_step : The plan to execute a single step of the optimization.
     """
 
-    for _ in range(iterations):
+    for i in range(iterations):
         yield from optimize_step(optimization_problem, n_points, *args, **kwargs)
+        if checkpoint_interval and (i + 1) % checkpoint_interval == 0:
+            if not isinstance(optimization_problem.optimizer, Checkpointable):
+                raise ValueError("The optimizer is not checkpointable. Please review "
+                                 "your optimizer configuration or implementation.")
+            optimization_problem.optimizer.checkpoint()
 
 
 @plan
diff --git a/src/blop/protocols.py b/src/blop/protocols.py
index 3646a1a6..c026c20d 100644
--- a/src/blop/protocols.py
+++ b/src/blop/protocols.py
@@ -1,3 +1,4 @@
+from pathlib import Path
 from collections.abc import Sequence
 from dataclasses import dataclass
 from typing import Literal, Protocol, runtime_checkable
@@ -10,6 +11,21 @@
 Sensor = Readable | EventCollectable | EventPageCollectable
 
 
+@runtime_checkable
+class Checkpointable(Protocol):
+    """
+    A protocol for objects that can can write state to persistent storage.
+
+    Implementers configure storage at construction time (e.g., a file path, databse URI).
+    The checkpoint method then saves or updates to that pre-configured location.
+    """
+    def checkpoint(self) -> None:
+        """
+        Write the object's state to persistent storage.
+        """
+        ...
+
+
 @runtime_checkable
 class Optimizer(Protocol):
     """

From f5bb9dbf9df8fd4195dfcc2bc08c74db3d54e2e8 Mon Sep 17 00:00:00 2001
From: thomashopkins32 <thopkins1@bnl.gov>
Date: Mon, 12 Jan 2026 14:01:34 -0500
Subject: [PATCH 2/9] Add first unit test with checkpoint_interval

---
 src/blop/tests/unit/test_plans.py | 21 ++++++++++++++++++++-
 1 file changed, 20 insertions(+), 1 deletion(-)

diff --git a/src/blop/tests/unit/test_plans.py b/src/blop/tests/unit/test_plans.py
index 8df55427..1dd1a509 100644
--- a/src/blop/tests/unit/test_plans.py
+++ b/src/blop/tests/unit/test_plans.py
@@ -5,11 +5,15 @@
 from bluesky.run_engine import RunEngine
 
 from blop.plans import acquire_baseline, acquire_with_background, default_acquire, optimize, optimize_step
-from blop.protocols import AcquisitionPlan, EvaluationFunction, OptimizationProblem, Optimizer
+from blop.protocols import AcquisitionPlan, EvaluationFunction, OptimizationProblem, Optimizer, Checkpointable
 
 from .conftest import MovableSignal, ReadableSignal
 
 
+class CheckpointableOptimizer(Optimizer, Checkpointable):
+    ...
+
+
 @pytest.fixture(scope="function")
 def RE():
     return RunEngine({})
@@ -105,6 +109,21 @@ def test_optimize_complex_case(RE):
     assert evaluation_function.call_count == 2
 
 
+def test_optimize_with_checkpoint_interval(RE):
+    optimizer = MagicMock(spec=CheckpointableOptimizer)
+    optimizer.suggest.return_value = [{"x1": 0.0, "_id": 0}]
+    evaluation_function = MagicMock(spec=EvaluationFunction, return_value={"objective": 0.0})
+    optimization_problem = OptimizationProblem(
+        optimizer=optimizer,
+        actuators=[MovableSignal("x1", initial_value=-1.0)],
+        sensors=[ReadableSignal("objective")],
+        evaluation_function=evaluation_function)
+
+    with patch.object(optimizer, "checkpoint", wraps=optimizer.checkpoint) as mock_checkpoint:
+        RE(optimize(optimization_problem, iterations=5, n_points=2, checkpoint_interval=1))
+        assert mock_checkpoint.call_count == 5
+
+
 def test_optimize_step_default(RE):
     optimizer = MagicMock(spec=Optimizer)
     optimizer.suggest.return_value = [{"x1": 0.0, "_id": 0}]

From 3753166a147996a221348b0fe68974840271c795 Mon Sep 17 00:00:00 2001
From: thomashopkins32 <thopkins1@bnl.gov>
Date: Tue, 13 Jan 2026 09:22:21 -0500
Subject: [PATCH 3/9] Add unit tests for optimize plan

---
 src/blop/tests/unit/test_plans.py | 21 +++++++++++++++++++--
 1 file changed, 19 insertions(+), 2 deletions(-)

diff --git a/src/blop/tests/unit/test_plans.py b/src/blop/tests/unit/test_plans.py
index 1dd1a509..0a82c599 100644
--- a/src/blop/tests/unit/test_plans.py
+++ b/src/blop/tests/unit/test_plans.py
@@ -109,7 +109,8 @@ def test_optimize_complex_case(RE):
     assert evaluation_function.call_count == 2
 
 
-def test_optimize_with_checkpoint_interval(RE):
+@pytest.mark.parametrize("checkpoint_interval", [0, 1, 2, 3])
+def test_optimize_with_checkpoint_every_iteration(RE, checkpoint_interval):
     optimizer = MagicMock(spec=CheckpointableOptimizer)
     optimizer.suggest.return_value = [{"x1": 0.0, "_id": 0}]
     evaluation_function = MagicMock(spec=EvaluationFunction, return_value={"objective": 0.0})
@@ -120,8 +121,24 @@ def test_optimize_with_checkpoint_interval(RE):
         evaluation_function=evaluation_function)
 
     with patch.object(optimizer, "checkpoint", wraps=optimizer.checkpoint) as mock_checkpoint:
+        RE(optimize(optimization_problem, iterations=5, n_points=2, checkpoint_interval=checkpoint_interval))
+        if checkpoint_interval == 0:
+            assert mock_checkpoint.call_count == 0
+        else:
+            assert mock_checkpoint.call_count == 5 // checkpoint_interval
+
+
+def test_optimize_with_non_checkpointable_optimizer(RE):
+    optimizer = MagicMock(spec=Optimizer)
+    optimizer.suggest.return_value = [{"x1": 0.0, "_id": 0}]
+    evaluation_function = MagicMock(spec=EvaluationFunction, return_value={"objective": 0.0})
+    optimization_problem = OptimizationProblem(
+        optimizer=optimizer,
+        actuators=[MovableSignal("x1", initial_value=-1.0)],
+        sensors=[ReadableSignal("objective")],
+        evaluation_function=evaluation_function)
+    with pytest.raises(ValueError):
         RE(optimize(optimization_problem, iterations=5, n_points=2, checkpoint_interval=1))
-        assert mock_checkpoint.call_count == 5
 
 
 def test_optimize_step_default(RE):

From 8941d209c3011b7150e88d887db84c754fa22e82 Mon Sep 17 00:00:00 2001
From: thomashopkins32 <thopkins1@bnl.gov>
Date: Tue, 13 Jan 2026 10:51:41 -0500
Subject: [PATCH 4/9] Add test for checkpoint

---
 src/blop/tests/unit/ax/test_optimizer.py | 32 ++++++++++++++++++++++++
 1 file changed, 32 insertions(+)

diff --git a/src/blop/tests/unit/ax/test_optimizer.py b/src/blop/tests/unit/ax/test_optimizer.py
index 729d1ca7..937d61c6 100644
--- a/src/blop/tests/unit/ax/test_optimizer.py
+++ b/src/blop/tests/unit/ax/test_optimizer.py
@@ -117,3 +117,35 @@ def test_ax_optimizer_suggest_ingest():
     assert len(summary_df) == 2
     assert np.all(summary_df["y1"].values == [1.0, 3.0])
     assert np.all(summary_df["y2"].values == [2.0, 4.0])
+
+
+def test_ax_optimizer_checkpoint(tmp_path):
+    optimizer = AxOptimizer(
+        parameters=[
+            RangeParameterConfig(name="x1", bounds=(-5.0, 5.0), parameter_type="float"),
+        ],
+        objective="y1",
+        checkpoint_path=str(tmp_path / "checkpoint.json")
+    )
+    suggestions = optimizer.suggest(num_points=2)
+    outcomes = [
+        {"_id": suggestions[0]["_id"], "y1": 1.0},
+        {"_id": suggestions[1]["_id"], "y1": 3.0},
+    ]
+    optimizer.ingest(outcomes)
+
+    assert not (tmp_path / "checkpoint.json").exists()
+    optimizer.checkpoint()
+    assert (tmp_path / "checkpoint.json").exists()
+
+
+def test_ax_optimizer_checkpoint_no_path():
+    optimizer = AxOptimizer(
+        parameters=[
+            RangeParameterConfig(name="x1", bounds=(-5.0, 5.0), parameter_type="float"),
+        ],
+        objective="y1",
+    )
+
+    with pytest.raises(ValueError):
+        optimizer.checkpoint()

From 0514e691bbdbbe44e362639e2c7db9fbaee9c6ab Mon Sep 17 00:00:00 2001
From: thomashopkins32 <thopkins1@bnl.gov>
Date: Tue, 13 Jan 2026 13:47:37 -0500
Subject: [PATCH 5/9] Add ability to load from checkpoint

---
 src/blop/ax/optimizer.py                 | 23 +++++++++++++++++++++++
 src/blop/tests/unit/ax/test_optimizer.py | 17 ++++++++++++++---
 2 files changed, 37 insertions(+), 3 deletions(-)

diff --git a/src/blop/ax/optimizer.py b/src/blop/ax/optimizer.py
index 3dbf49ad..ff09b24c 100644
--- a/src/blop/ax/optimizer.py
+++ b/src/blop/ax/optimizer.py
@@ -57,6 +57,29 @@ def __init__(
             objective=objective,
             outcome_constraints=outcome_constraints,
         )
+
+    @classmethod
+    def load_checkpoint(cls, checkpoint_path: str) -> "AxOptimizer":
+        """
+        Load an optimizer from a checkpoint file.
+
+        Parameters
+        ----------
+        checkpoint_path : str
+            The path to the checkpoint file to load the optimizer from.
+        
+        Returns
+        -------
+        AxOptimizer
+            An instance of the optimizer class, initialized from the checkpoint.
+        """
+        client = Client.load_from_json_file(checkpoint_path)
+        instance = object.__new__(cls)
+        instance._parameter_names = list(client._experiment.parameters.keys())
+        instance._checkpoint_path = checkpoint_path
+        instance._client = client
+
+        return instance
     
     @property
     def checkpoint_path(self) -> str | None:
diff --git a/src/blop/tests/unit/ax/test_optimizer.py b/src/blop/tests/unit/ax/test_optimizer.py
index 937d61c6..4d52f160 100644
--- a/src/blop/tests/unit/ax/test_optimizer.py
+++ b/src/blop/tests/unit/ax/test_optimizer.py
@@ -120,12 +120,15 @@ def test_ax_optimizer_suggest_ingest():
 
 
 def test_ax_optimizer_checkpoint(tmp_path):
+    checkpoint_path = tmp_path / "checkpoint.json"
+
+    # Save to checkpoint
     optimizer = AxOptimizer(
         parameters=[
             RangeParameterConfig(name="x1", bounds=(-5.0, 5.0), parameter_type="float"),
         ],
         objective="y1",
-        checkpoint_path=str(tmp_path / "checkpoint.json")
+        checkpoint_path=str(checkpoint_path)
     )
     suggestions = optimizer.suggest(num_points=2)
     outcomes = [
@@ -134,9 +137,17 @@ def test_ax_optimizer_checkpoint(tmp_path):
     ]
     optimizer.ingest(outcomes)
 
-    assert not (tmp_path / "checkpoint.json").exists()
+    assert not checkpoint_path.exists()
     optimizer.checkpoint()
-    assert (tmp_path / "checkpoint.json").exists()
+    assert checkpoint_path.exists()
+
+    # Load from checkpoint
+    optimizer = AxOptimizer.load_checkpoint(str(checkpoint_path))
+    summary_df = optimizer.ax_client.summarize()
+    assert "x1" in summary_df.columns
+    assert "y1" in summary_df.columns
+    assert len(summary_df) == 2
+    assert optimizer.checkpoint_path == str(checkpoint_path)
 
 
 def test_ax_optimizer_checkpoint_no_path():

From 85af21ca2ef8c5b7e20b30b333f793b4c73f1f7d Mon Sep 17 00:00:00 2001
From: thomashopkins32 <thopkins1@bnl.gov>
Date: Tue, 13 Jan 2026 13:48:20 -0500
Subject: [PATCH 6/9] pre-commit

---
 src/blop/ax/optimizer.py                 |  9 ++++-----
 src/blop/plans/plans.py                  |  9 +++++----
 src/blop/protocols.py                    |  2 +-
 src/blop/tests/unit/ax/test_optimizer.py |  2 +-
 src/blop/tests/unit/test_plans.py        | 11 ++++++-----
 5 files changed, 17 insertions(+), 16 deletions(-)

diff --git a/src/blop/ax/optimizer.py b/src/blop/ax/optimizer.py
index ff09b24c..fba3109b 100644
--- a/src/blop/ax/optimizer.py
+++ b/src/blop/ax/optimizer.py
@@ -3,7 +3,7 @@
 
 from ax import ChoiceParameterConfig, Client, RangeParameterConfig
 
-from ..protocols import ID_KEY, Optimizer, Checkpointable
+from ..protocols import ID_KEY, Checkpointable, Optimizer
 
 
 class AxOptimizer(Optimizer, Checkpointable):
@@ -67,7 +67,7 @@ def load_checkpoint(cls, checkpoint_path: str) -> "AxOptimizer":
         ----------
         checkpoint_path : str
             The path to the checkpoint file to load the optimizer from.
-        
+
         Returns
         -------
         AxOptimizer
@@ -80,7 +80,7 @@ def load_checkpoint(cls, checkpoint_path: str) -> "AxOptimizer":
         instance._client = client
 
         return instance
-    
+
     @property
     def checkpoint_path(self) -> str | None:
         return self._checkpoint_path
@@ -163,6 +163,5 @@ def checkpoint(self) -> None:
         Save the optimizer's state to JSON file.
         """
         if not self.checkpoint_path:
-            raise ValueError("Checkpoint path is not set. Please set a checkpoint path "
-                             "when initializing the optimizer.")
+            raise ValueError("Checkpoint path is not set. Please set a checkpoint path when initializing the optimizer.")
         self._client.save_to_json_file(self.checkpoint_path)
diff --git a/src/blop/plans/plans.py b/src/blop/plans/plans.py
index 96ccdb8a..a1efa157 100644
--- a/src/blop/plans/plans.py
+++ b/src/blop/plans/plans.py
@@ -8,7 +8,7 @@
 from bluesky.protocols import Readable, Reading
 from bluesky.utils import MsgGenerator, plan
 
-from ..protocols import ID_KEY, Actuator, OptimizationProblem, Sensor, Checkpointable
+from ..protocols import ID_KEY, Actuator, Checkpointable, OptimizationProblem, Sensor
 from .utils import route_suggestions
 
 logger = logging.getLogger(__name__)
@@ -149,7 +149,7 @@ def optimize(
         Additional positional arguments to pass to the :func:`optimize_step` plan.
     **kwargs : Any
         Additional keyword arguments to pass to the :func:`optimize_step` plan.
-    
+
     See Also
     --------
     blop.protocols.OptimizationProblem : The problem to solve.
@@ -161,8 +161,9 @@ def optimize(
         yield from optimize_step(optimization_problem, n_points, *args, **kwargs)
         if checkpoint_interval and (i + 1) % checkpoint_interval == 0:
             if not isinstance(optimization_problem.optimizer, Checkpointable):
-                raise ValueError("The optimizer is not checkpointable. Please review "
-                                 "your optimizer configuration or implementation.")
+                raise ValueError(
+                    "The optimizer is not checkpointable. Please review your optimizer configuration or implementation."
+                )
             optimization_problem.optimizer.checkpoint()
 
 
diff --git a/src/blop/protocols.py b/src/blop/protocols.py
index c026c20d..66938492 100644
--- a/src/blop/protocols.py
+++ b/src/blop/protocols.py
@@ -1,4 +1,3 @@
-from pathlib import Path
 from collections.abc import Sequence
 from dataclasses import dataclass
 from typing import Literal, Protocol, runtime_checkable
@@ -19,6 +18,7 @@ class Checkpointable(Protocol):
     Implementers configure storage at construction time (e.g., a file path, databse URI).
     The checkpoint method then saves or updates to that pre-configured location.
     """
+
     def checkpoint(self) -> None:
         """
         Write the object's state to persistent storage.
diff --git a/src/blop/tests/unit/ax/test_optimizer.py b/src/blop/tests/unit/ax/test_optimizer.py
index 4d52f160..4220c864 100644
--- a/src/blop/tests/unit/ax/test_optimizer.py
+++ b/src/blop/tests/unit/ax/test_optimizer.py
@@ -128,7 +128,7 @@ def test_ax_optimizer_checkpoint(tmp_path):
             RangeParameterConfig(name="x1", bounds=(-5.0, 5.0), parameter_type="float"),
         ],
         objective="y1",
-        checkpoint_path=str(checkpoint_path)
+        checkpoint_path=str(checkpoint_path),
     )
     suggestions = optimizer.suggest(num_points=2)
     outcomes = [
diff --git a/src/blop/tests/unit/test_plans.py b/src/blop/tests/unit/test_plans.py
index 0a82c599..9d30b23b 100644
--- a/src/blop/tests/unit/test_plans.py
+++ b/src/blop/tests/unit/test_plans.py
@@ -5,13 +5,12 @@
 from bluesky.run_engine import RunEngine
 
 from blop.plans import acquire_baseline, acquire_with_background, default_acquire, optimize, optimize_step
-from blop.protocols import AcquisitionPlan, EvaluationFunction, OptimizationProblem, Optimizer, Checkpointable
+from blop.protocols import AcquisitionPlan, Checkpointable, EvaluationFunction, OptimizationProblem, Optimizer
 
 from .conftest import MovableSignal, ReadableSignal
 
 
-class CheckpointableOptimizer(Optimizer, Checkpointable):
-    ...
+class CheckpointableOptimizer(Optimizer, Checkpointable): ...
 
 
 @pytest.fixture(scope="function")
@@ -118,7 +117,8 @@ def test_optimize_with_checkpoint_every_iteration(RE, checkpoint_interval):
         optimizer=optimizer,
         actuators=[MovableSignal("x1", initial_value=-1.0)],
         sensors=[ReadableSignal("objective")],
-        evaluation_function=evaluation_function)
+        evaluation_function=evaluation_function,
+    )
 
     with patch.object(optimizer, "checkpoint", wraps=optimizer.checkpoint) as mock_checkpoint:
         RE(optimize(optimization_problem, iterations=5, n_points=2, checkpoint_interval=checkpoint_interval))
@@ -136,7 +136,8 @@ def test_optimize_with_non_checkpointable_optimizer(RE):
         optimizer=optimizer,
         actuators=[MovableSignal("x1", initial_value=-1.0)],
         sensors=[ReadableSignal("objective")],
-        evaluation_function=evaluation_function)
+        evaluation_function=evaluation_function,
+    )
     with pytest.raises(ValueError):
         RE(optimize(optimization_problem, iterations=5, n_points=2, checkpoint_interval=1))
 

From f1678fa2dfaba710fe95089fdfecc31129d05f45 Mon Sep 17 00:00:00 2001
From: thomashopkins32 <thopkins1@bnl.gov>
Date: Tue, 13 Jan 2026 14:54:52 -0500
Subject: [PATCH 7/9] Added loading agent from checkpoint

---
 src/blop/ax/agent.py                     | 74 ++++++++++++++++--------
 src/blop/ax/optimizer.py                 |  2 +-
 src/blop/tests/unit/ax/test_agent.py     | 33 ++++++++++-
 src/blop/tests/unit/ax/test_optimizer.py |  2 +-
 4 files changed, 81 insertions(+), 30 deletions(-)

diff --git a/src/blop/ax/agent.py b/src/blop/ax/agent.py
index 5aed2777..00863f21 100644
--- a/src/blop/ax/agent.py
+++ b/src/blop/ax/agent.py
@@ -8,7 +8,7 @@
 from bluesky.utils import MsgGenerator
 
 from ..plans import acquire_baseline, optimize
-from ..protocols import AcquisitionPlan, EvaluationFunction, OptimizationProblem, Sensor
+from ..protocols import AcquisitionPlan, Actuator, EvaluationFunction, OptimizationProblem, Sensor
 from .dof import DOF, DOFConstraint
 from .objective import Objective, OutcomeConstraint, to_ax_objective_str
 from .optimizer import AxOptimizer
@@ -77,36 +77,68 @@ def __init__(
         **kwargs: Any,
     ):
         self._sensors = sensors
-        self._dofs = {dof.parameter_name: dof for dof in dofs}
-        self._objectives = {obj.name: obj for obj in objectives}
+        self._actuators = [dof.actuator for dof in dofs if dof.actuator is not None]
         self._evaluation_function = evaluation
         self._acquisition_plan = acquisition_plan
-        self._dof_constraints = dof_constraints
-        self._outcome_constraints = outcome_constraints
         self._optimizer = AxOptimizer(
             parameters=[dof.to_ax_parameter_config() for dof in dofs],
             objective=to_ax_objective_str(objectives),
-            parameter_constraints=[constraint.ax_constraint for constraint in self._dof_constraints]
-            if self._dof_constraints
-            else None,
-            outcome_constraints=[constraint.ax_constraint for constraint in self._outcome_constraints]
-            if self._outcome_constraints
+            parameter_constraints=[constraint.ax_constraint for constraint in dof_constraints] if dof_constraints else None,
+            outcome_constraints=[constraint.ax_constraint for constraint in outcome_constraints]
+            if outcome_constraints
             else None,
             checkpoint_path=checkpoint_path,
             **kwargs,
         )
 
+    @classmethod
+    def from_checkpoint(
+        cls,
+        checkpoint_path: str,
+        sensors: Sequence[Sensor],
+        actuators: Sequence[Actuator],
+        evaluation: EvaluationFunction,
+        acquisition_plan: AcquisitionPlan | None = None,
+    ) -> "Agent":
+        """
+        Load an agent from the optimizer's checkpoint file.
+
+        .. note::
+
+            Only the optimizer state is saved during a checkpoint, so we cannot reliably validate
+            the remaining state against the optimizer configuration.
+
+        Parameters
+        ----------
+        checkpoint_path : str
+            The checkpoint path to load the agent from.
+        sensors : Sequence[Sensor]
+            The sensors to use for acquisition. These should be the minimal set
+            of sensors that are needed to compute the objectives.
+        actuators : Sequence[Actuator]
+            Devices that are controllable from Bluesky that are part of the acquisition.
+        evaluation : EvaluationFunction
+            The function to evaluate acquired data and produce outcomes.
+        acquisition_plan : AcquisitionPlan | None, optional
+            The acquisition plan to use for acquiring data from the beamline. If not provided,
+            :func:`blop.plans.default_acquire` will be used.
+        """
+        instance = object.__new__(cls)
+        instance._optimizer = AxOptimizer.from_checkpoint(checkpoint_path)
+        instance._sensors = sensors
+        instance._actuators = actuators
+        instance._evaluation_function = evaluation
+        instance._acquisition_plan = acquisition_plan
+
+        return instance
+
     @property
     def sensors(self) -> Sequence[Sensor]:
         return self._sensors
 
     @property
-    def dofs(self) -> Sequence[DOF]:
-        return list(self._dofs.values())
-
-    @property
-    def objectives(self) -> Sequence[Objective]:
-        return list(self._objectives.values())
+    def actuators(self) -> Sequence[Actuator]:
+        return self._actuators
 
     @property
     def evaluation_function(self) -> EvaluationFunction:
@@ -116,14 +148,6 @@ def evaluation_function(self) -> EvaluationFunction:
     def acquisition_plan(self) -> AcquisitionPlan | None:
         return self._acquisition_plan
 
-    @property
-    def dof_constraints(self) -> Sequence[DOFConstraint] | None:
-        return self._dof_constraints
-
-    @property
-    def outcome_constraints(self) -> Sequence[OutcomeConstraint] | None:
-        return self._outcome_constraints
-
     @property
     def ax_client(self) -> Client:
         return self._optimizer.ax_client
@@ -152,7 +176,7 @@ def to_optimization_problem(self) -> OptimizationProblem:
         """
         return OptimizationProblem(
             optimizer=self._optimizer,
-            actuators=[dof.actuator for dof in self.dofs if dof.actuator is not None],
+            actuators=self.actuators,
             sensors=self.sensors,
             evaluation_function=self.evaluation_function,
             acquisition_plan=self.acquisition_plan,
diff --git a/src/blop/ax/optimizer.py b/src/blop/ax/optimizer.py
index fba3109b..9b473246 100644
--- a/src/blop/ax/optimizer.py
+++ b/src/blop/ax/optimizer.py
@@ -59,7 +59,7 @@ def __init__(
         )
 
     @classmethod
-    def load_checkpoint(cls, checkpoint_path: str) -> "AxOptimizer":
+    def from_checkpoint(cls, checkpoint_path: str) -> "AxOptimizer":
         """
         Load an optimizer from a checkpoint file.
 
diff --git a/src/blop/tests/unit/ax/test_agent.py b/src/blop/tests/unit/ax/test_agent.py
index c7945e3a..79dbb58b 100644
--- a/src/blop/tests/unit/ax/test_agent.py
+++ b/src/blop/tests/unit/ax/test_agent.py
@@ -42,14 +42,41 @@ def test_agent_init(mock_evaluation_function, mock_acquisition_plan):
         name="test_experiment",
     )
     assert agent.sensors == [readable]
-    assert agent.dofs == [dof1, dof2]
-    assert agent.objectives == [objective]
+    assert agent.actuators == [dof1.actuator, dof2.actuator]
     assert agent.evaluation_function == mock_evaluation_function
-    assert agent.dof_constraints == [constraint]
     assert agent.acquisition_plan == mock_acquisition_plan
     assert isinstance(agent.ax_client, Client)
 
 
+def test_agent_checkpoint(mock_evaluation_function, mock_acquisition_plan, tmp_path):
+    checkpoint_path = tmp_path / "checkpoint.json"
+    readable = ReadableSignal(name="test_readable")
+    agent = Agent(
+        sensors=[ReadableSignal(name="test_readable")],
+        dofs=[RangeDOF(name="x1", bounds=(0, 10), parameter_type="float")],
+        objectives=[Objective(name="test_objective", minimize=False)],
+        evaluation=mock_evaluation_function,
+        acquisition_plan=mock_acquisition_plan,
+        checkpoint_path=str(checkpoint_path),
+    )
+
+    assert agent.checkpoint_path == str(checkpoint_path)
+    assert not checkpoint_path.exists()
+    agent.ingest([{"x1": 0.1, "test_objective": 0.2}])
+    agent.ax_client.configure_generation_strategy()
+    agent.checkpoint()
+    assert checkpoint_path.exists()
+
+    agent = Agent.from_checkpoint(
+        str(checkpoint_path),
+        sensors=[readable],
+        actuators=[],
+        evaluation=mock_evaluation_function,
+        acquisition_plan=mock_acquisition_plan,
+    )
+    assert len(agent.ax_client.summarize()) == 1
+
+
 def test_agent_to_optimization_problem(mock_evaluation_function):
     """Test that the agent can be converted to an optimization problem."""
     movable1 = MovableSignal(name="test_movable1")
diff --git a/src/blop/tests/unit/ax/test_optimizer.py b/src/blop/tests/unit/ax/test_optimizer.py
index 4220c864..8ec67772 100644
--- a/src/blop/tests/unit/ax/test_optimizer.py
+++ b/src/blop/tests/unit/ax/test_optimizer.py
@@ -142,7 +142,7 @@ def test_ax_optimizer_checkpoint(tmp_path):
     assert checkpoint_path.exists()
 
     # Load from checkpoint
-    optimizer = AxOptimizer.load_checkpoint(str(checkpoint_path))
+    optimizer = AxOptimizer.from_checkpoint(str(checkpoint_path))
     summary_df = optimizer.ax_client.summarize()
     assert "x1" in summary_df.columns
     assert "y1" in summary_df.columns

From b612b16132bd99f82788ef41d61fa66e6113f82c Mon Sep 17 00:00:00 2001
From: thomashopkins32 <thopkins1@bnl.gov>
Date: Tue, 13 Jan 2026 15:02:30 -0500
Subject: [PATCH 8/9] Rename evaluation -> evaluation_function

---
 .../source/how-to-guides/acquire-baseline.rst |  2 +-
 .../attach-data-to-experiments.rst            |  2 +-
 .../custom-generation-strategies.rst          |  2 +-
 .../how-to-guides/set-dof-constraints.rst     |  2 +-
 .../how-to-guides/set-outcome-constraints.rst |  2 +-
 .../source/how-to-guides/tiled-databroker.rst |  4 +--
 .../how-to-guides/use-ophyd-devices.rst       |  6 ++--
 docs/source/tutorials/simple-experiment.md    |  2 +-
 docs/source/tutorials/xrt-kb-mirrors.md       |  2 +-
 docs/wip/qserver-experiment.md                |  2 +-
 src/blop/ax/agent.py                          | 33 +++++++++----------
 src/blop/ax/qserver_agent.py                  |  6 ++--
 src/blop/tests/integration/test_ax_agent.py   |  2 +-
 src/blop/tests/unit/ax/test_agent.py          | 18 +++++-----
 14 files changed, 42 insertions(+), 43 deletions(-)

diff --git a/docs/source/how-to-guides/acquire-baseline.rst b/docs/source/how-to-guides/acquire-baseline.rst
index 6660ccae..bdb6e451 100644
--- a/docs/source/how-to-guides/acquire-baseline.rst
+++ b/docs/source/how-to-guides/acquire-baseline.rst
@@ -130,7 +130,7 @@ Here we configure an agent with three DOFs and two objectives. The second object
         sensors=[readable1, readable2],
         dofs=dofs,
         objectives=objectives,
-        evaluation=evaluation_function,
+        evaluation_function=evaluation_function,
         outcome_constraints=outcome_constraints,
     )
 
diff --git a/docs/source/how-to-guides/attach-data-to-experiments.rst b/docs/source/how-to-guides/attach-data-to-experiments.rst
index d92ff85e..69203e79 100644
--- a/docs/source/how-to-guides/attach-data-to-experiments.rst
+++ b/docs/source/how-to-guides/attach-data-to-experiments.rst
@@ -133,7 +133,7 @@ The ``DOF`` and ``Objective`` names must match the keys in the data dictionaries
         sensors=[readable1, readable2],
         dofs=dofs,
         objectives=objectives,
-        evaluation=evaluation_function,
+        evaluation_function=evaluation_function,
     )
 
 Ingest your data
diff --git a/docs/source/how-to-guides/custom-generation-strategies.rst b/docs/source/how-to-guides/custom-generation-strategies.rst
index 548789ff..3c851ccd 100644
--- a/docs/source/how-to-guides/custom-generation-strategies.rst
+++ b/docs/source/how-to-guides/custom-generation-strategies.rst
@@ -123,7 +123,7 @@ Configure an agent
         sensors=[readable1, readable2],
         dofs=dofs,
         objectives=objectives,
-        evaluation=evaluation_function,
+        evaluation_function,
     )
 
 Configure a generation strategy
diff --git a/docs/source/how-to-guides/set-dof-constraints.rst b/docs/source/how-to-guides/set-dof-constraints.rst
index c8e1cc2b..c793cb17 100644
--- a/docs/source/how-to-guides/set-dof-constraints.rst
+++ b/docs/source/how-to-guides/set-dof-constraints.rst
@@ -124,6 +124,6 @@ Configure an agent with DOF constraints
         sensors=[],
         dofs=[dof1, dof2, dof3],
         objectives=[objective],
-        evaluation=evaluation_function,
+        evaluation_function=evaluation_function,
         dof_constraints=[constraint],
     )
diff --git a/docs/source/how-to-guides/set-outcome-constraints.rst b/docs/source/how-to-guides/set-outcome-constraints.rst
index 12b7617a..7784b159 100644
--- a/docs/source/how-to-guides/set-outcome-constraints.rst
+++ b/docs/source/how-to-guides/set-outcome-constraints.rst
@@ -138,6 +138,6 @@ Configure an agent with outcome constraints
         sensors=[],
         dofs=dofs,
         objectives=objectives,
-        evaluation=evaluation_function,
+        evaluation_function=evaluation_function,
         outcome_constraints=[constraint],
     )
diff --git a/docs/source/how-to-guides/tiled-databroker.rst b/docs/source/how-to-guides/tiled-databroker.rst
index a0561031..674fd873 100644
--- a/docs/source/how-to-guides/tiled-databroker.rst
+++ b/docs/source/how-to-guides/tiled-databroker.rst
@@ -189,7 +189,7 @@ Configure an agent
         sensors=[motor_x],
         dofs=[dof1],
         objectives=[objective],
-        evaluation=TiledEvaluation(tiled_client=tiled_client),
+        evaluation_function=TiledEvaluation(tiled_client=tiled_client),
     )
     RE(agent.optimize())
     server.close()
@@ -205,6 +205,6 @@ or for Databroker:
         sensors=[motor_x],
         dofs=[dof1],
         objectives=[objective],
-        evaluation=DatabrokerEvaluation(db=db),
+        evaluation_function=DatabrokerEvaluation(db=db),
     )
     RE(agent_db.optimize())
diff --git a/docs/source/how-to-guides/use-ophyd-devices.rst b/docs/source/how-to-guides/use-ophyd-devices.rst
index 379e1450..8c05ba08 100644
--- a/docs/source/how-to-guides/use-ophyd-devices.rst
+++ b/docs/source/how-to-guides/use-ophyd-devices.rst
@@ -23,7 +23,7 @@ The ``name`` attribute of the signal will be used as the name of the :class:`blo
         sensors=[some_readable_signal],
         dofs=[dof],
         objectives=[Objective(name="result", minimize=False)],
-        evaluation=lambda uid, suggestions: [{"result": 0.1}],
+        evaluation_function=lambda uid, suggestions: [{"result": 0.1}],
     )
 
 Ophyd-async devices
@@ -48,7 +48,7 @@ Once again, the ``name`` attribute of the signal will be used as the name of the
         sensors=[some_readable_signal],
         dofs=[dof],
         objectives=[Objective(name="result", minimize=False)],
-        evaluation=lambda uid, suggestions: [{"result": 0.1}],
+        evaluation_function=lambda uid, suggestions: [{"result": 0.1}],
     )
 
 Using your devices in custom acquisition plans
@@ -83,7 +83,7 @@ If you use a custom acquisition plan by implementing the :class:`blop.protocols.
         dofs=[dof],
         acquisition_plan=custom_acquire,
         objectives=[Objective(name="result", minimize=False)],
-        evaluation=lambda uid, suggestions: [{"result": 0.1, "_id": 0}],
+        evaluation_function=lambda uid, suggestions: [{"result": 0.1, "_id": 0}],
     )
 
     RE(agent.optimize())
diff --git a/docs/source/tutorials/simple-experiment.md b/docs/source/tutorials/simple-experiment.md
index 4f4df7ac..368e4e93 100644
--- a/docs/source/tutorials/simple-experiment.md
+++ b/docs/source/tutorials/simple-experiment.md
@@ -151,7 +151,7 @@ agent = Agent(
     sensors=sensors,
     dofs=dofs,
     objectives=objectives,
-    evaluation=Himmelblau2DEvaluation(tiled_client=tiled_client),
+    evaluation_function=Himmelblau2DEvaluation(tiled_client=tiled_client),
     name="simple-experiment",
     description="A simple experiment optimizing the Himmelblau function",
 )
diff --git a/docs/source/tutorials/xrt-kb-mirrors.md b/docs/source/tutorials/xrt-kb-mirrors.md
index 871693ad..61378e87 100644
--- a/docs/source/tutorials/xrt-kb-mirrors.md
+++ b/docs/source/tutorials/xrt-kb-mirrors.md
@@ -170,7 +170,7 @@ agent = Agent(
     sensors=[beamline.det],
     dofs=dofs,
     objectives=objectives,
-    evaluation=DetectorEvaluation(tiled_client),
+    evaluation_function=DetectorEvaluation(tiled_client),
     name="xrt-blop-demo",
     description="A demo of the Blop agent with XRT simulated beamline",
     experiment_type="demo",
diff --git a/docs/wip/qserver-experiment.md b/docs/wip/qserver-experiment.md
index 6d62416c..80f0a230 100644
--- a/docs/wip/qserver-experiment.md
+++ b/docs/wip/qserver-experiment.md
@@ -303,7 +303,7 @@ agent = QueueserverAgent(
     sensors=sensors,                                # The list of sensors to read from
     dofs=dofs,                                      # The list of DOFs to search over 
     objectives=objectives,                          # The list of objectives to be optimized
-    evaluation= DetectorEvaluation(tiled_client),   # The function to create objective function values
+    evaluation_function= DetectorEvaluation(tiled_client),   # The function to create objective function values
     acquisition_plan= "acquire",                    # The name of the plan in the Queueserver environment
     Queueserver_control_addr="tcp://localhost:60615",
     Queueserver_info_addr="tcp://localhost:60625",
diff --git a/src/blop/ax/agent.py b/src/blop/ax/agent.py
index 00863f21..687e382e 100644
--- a/src/blop/ax/agent.py
+++ b/src/blop/ax/agent.py
@@ -33,7 +33,7 @@ class Agent:
         The degrees of freedom that the agent can control, which determine the search space.
     objectives : Sequence[Objective]
         The objectives which the agent will try to optimize.
-    evaluation : EvaluationFunction
+    evaluation_function : EvaluationFunction
         The function to evaluate acquired data and produce outcomes.
     acquisition_plan : AcquisitionPlan | None, optional
         The acquisition plan to use for acquiring data from the beamline. If not provided,
@@ -69,7 +69,7 @@ def __init__(
         sensors: Sequence[Sensor],
         dofs: Sequence[DOF],
         objectives: Sequence[Objective],
-        evaluation: EvaluationFunction,
+        evaluation_function: EvaluationFunction,
         acquisition_plan: AcquisitionPlan | None = None,
         dof_constraints: Sequence[DOFConstraint] | None = None,
         outcome_constraints: Sequence[OutcomeConstraint] | None = None,
@@ -78,7 +78,7 @@ def __init__(
     ):
         self._sensors = sensors
         self._actuators = [dof.actuator for dof in dofs if dof.actuator is not None]
-        self._evaluation_function = evaluation
+        self._evaluation_function = evaluation_function
         self._acquisition_plan = acquisition_plan
         self._optimizer = AxOptimizer(
             parameters=[dof.to_ax_parameter_config() for dof in dofs],
@@ -95,9 +95,9 @@ def __init__(
     def from_checkpoint(
         cls,
         checkpoint_path: str,
-        sensors: Sequence[Sensor],
         actuators: Sequence[Actuator],
-        evaluation: EvaluationFunction,
+        sensors: Sequence[Sensor],
+        evaluation_function: EvaluationFunction,
         acquisition_plan: AcquisitionPlan | None = None,
     ) -> "Agent":
         """
@@ -112,22 +112,21 @@ def from_checkpoint(
         ----------
         checkpoint_path : str
             The checkpoint path to load the agent from.
-        sensors : Sequence[Sensor]
-            The sensors to use for acquisition. These should be the minimal set
-            of sensors that are needed to compute the objectives.
-        actuators : Sequence[Actuator]
-            Devices that are controllable from Bluesky that are part of the acquisition.
-        evaluation : EvaluationFunction
-            The function to evaluate acquired data and produce outcomes.
-        acquisition_plan : AcquisitionPlan | None, optional
-            The acquisition plan to use for acquiring data from the beamline. If not provided,
-            :func:`blop.plans.default_acquire` will be used.
+        actuators: Sequence[Actuator]
+            Objects that can be moved to control the beamline using the Bluesky RunEngine.
+            A subset of the actuators' names must match the names of suggested parameterizations.
+        sensors: Sequence[Sensor]
+            Objects that can produce data to acquire data from the beamline using the Bluesky RunEngine.
+        evaluation_function: EvaluationFunction
+            A callable to evaluate data from a Bluesky run and produce outcomes.
+        acquisition_plan: AcquisitionPlan, optional
+            A Bluesky plan to acquire data from the beamline. If not provided, a default plan will be used.
         """
         instance = object.__new__(cls)
         instance._optimizer = AxOptimizer.from_checkpoint(checkpoint_path)
-        instance._sensors = sensors
         instance._actuators = actuators
-        instance._evaluation_function = evaluation
+        instance._sensors = sensors
+        instance._evaluation_function = evaluation_function
         instance._acquisition_plan = acquisition_plan
 
         return instance
diff --git a/src/blop/ax/qserver_agent.py b/src/blop/ax/qserver_agent.py
index 1714ee04..694b036a 100644
--- a/src/blop/ax/qserver_agent.py
+++ b/src/blop/ax/qserver_agent.py
@@ -87,7 +87,7 @@ class BlopQserverAgent(BlopAxAgent):
         The degrees of freedom that the agent can control, which determine the search space.
     objectives : Sequence[Objective]
         The objectives which the agent will try to optimize.
-    evaluation : EvaluationFunction
+    evaluation_function : EvaluationFunction
         The function to evaluate acquired data and produce outcomes.
     acquisition_plan : str, optional
         The name of the plan on the queueserver
@@ -121,7 +121,7 @@ def __init__(
         sensors: Sequence[Sensor],
         dofs: Sequence[DOF],
         objectives: Sequence[Objective],
-        evaluation: EvaluationFunction = None,
+        evaluation_function: EvaluationFunction = None,
         acquisition_plan: str = "acquire",
         dof_constraints: Sequence[DOFConstraint] = None,
         qserver_control_addr: str = "tcp://localhost:60615",
@@ -134,7 +134,7 @@ def __init__(
             sensors=sensors,
             dofs=dofs,
             objectives=objectives,
-            evaluation=evaluation,
+            evaluation_function=evaluation_function,
             acquisition_plan=acquisition_plan,
             dof_constraints=dof_constraints,
             **kwargs,
diff --git a/src/blop/tests/integration/test_ax_agent.py b/src/blop/tests/integration/test_ax_agent.py
index 9d790831..d0db6345 100644
--- a/src/blop/tests/integration/test_ax_agent.py
+++ b/src/blop/tests/integration/test_ax_agent.py
@@ -46,6 +46,6 @@ def evaluation_function(uid: str, suggestions: list[dict]) -> list[dict]:
         sensors=[beamline.det],
         dofs=dofs,
         objectives=objectives,
-        evaluation=evaluation_function,
+        evaluation_function=evaluation_function,
     )
     RE(agent.optimize(iterations=12, n_points=1))
diff --git a/src/blop/tests/unit/ax/test_agent.py b/src/blop/tests/unit/ax/test_agent.py
index 79dbb58b..0580ca30 100644
--- a/src/blop/tests/unit/ax/test_agent.py
+++ b/src/blop/tests/unit/ax/test_agent.py
@@ -36,7 +36,7 @@ def test_agent_init(mock_evaluation_function, mock_acquisition_plan):
         sensors=[readable],
         dofs=[dof1, dof2],
         objectives=[objective],
-        evaluation=mock_evaluation_function,
+        evaluation_function=mock_evaluation_function,
         dof_constraints=[constraint],
         acquisition_plan=mock_acquisition_plan,
         name="test_experiment",
@@ -55,7 +55,7 @@ def test_agent_checkpoint(mock_evaluation_function, mock_acquisition_plan, tmp_p
         sensors=[ReadableSignal(name="test_readable")],
         dofs=[RangeDOF(name="x1", bounds=(0, 10), parameter_type="float")],
         objectives=[Objective(name="test_objective", minimize=False)],
-        evaluation=mock_evaluation_function,
+        evaluation_function=mock_evaluation_function,
         acquisition_plan=mock_acquisition_plan,
         checkpoint_path=str(checkpoint_path),
     )
@@ -71,7 +71,7 @@ def test_agent_checkpoint(mock_evaluation_function, mock_acquisition_plan, tmp_p
         str(checkpoint_path),
         sensors=[readable],
         actuators=[],
-        evaluation=mock_evaluation_function,
+        evaluation_function=mock_evaluation_function,
         acquisition_plan=mock_acquisition_plan,
     )
     assert len(agent.ax_client.summarize()) == 1
@@ -89,7 +89,7 @@ def test_agent_to_optimization_problem(mock_evaluation_function):
         sensors=[],
         dofs=[dof1, dof2],
         objectives=[objective],
-        evaluation=mock_evaluation_function,
+        evaluation_function=mock_evaluation_function,
         dof_constraints=[constraint],
     )
     optimization_problem = agent.to_optimization_problem()
@@ -106,7 +106,7 @@ def test_agent_suggest(mock_evaluation_function):
     dof1 = RangeDOF(actuator=movable1, bounds=(0, 10), parameter_type="float")
     dof2 = RangeDOF(actuator=movable2, bounds=(0, 10), parameter_type="float")
     objective = Objective(name="test_objective", minimize=False)
-    agent = Agent(sensors=[], dofs=[dof1, dof2], objectives=[objective], evaluation=mock_evaluation_function)
+    agent = Agent(sensors=[], dofs=[dof1, dof2], objectives=[objective], evaluation_function=mock_evaluation_function)
 
     parameterizations = agent.suggest(1)
     assert len(parameterizations) == 1
@@ -123,7 +123,7 @@ def test_agent_suggest_multiple(mock_evaluation_function):
     dof1 = RangeDOF(actuator=movable1, bounds=(0, 10), parameter_type="float")
     dof2 = RangeDOF(actuator=movable2, bounds=(0, 10), parameter_type="float")
     objective = Objective(name="test_objective", minimize=False)
-    agent = Agent(sensors=[], dofs=[dof1, dof2], objectives=[objective], evaluation=mock_evaluation_function)
+    agent = Agent(sensors=[], dofs=[dof1, dof2], objectives=[objective], evaluation_function=mock_evaluation_function)
 
     parameterizations = agent.suggest(5)
     assert len(parameterizations) == 5
@@ -141,7 +141,7 @@ def test_agent_ingest(mock_evaluation_function):
     dof1 = RangeDOF(actuator=movable1, bounds=(0, 10), parameter_type="float")
     dof2 = RangeDOF(actuator=movable2, bounds=(0, 10), parameter_type="float")
     objective = Objective(name="test_objective", minimize=False)
-    agent = Agent(sensors=[], dofs=[dof1, dof2], objectives=[objective], evaluation=mock_evaluation_function)
+    agent = Agent(sensors=[], dofs=[dof1, dof2], objectives=[objective], evaluation_function=mock_evaluation_function)
 
     agent.ingest([{"test_movable1": 0.1, "test_movable2": 0.2, "test_objective": 0.3}])
 
@@ -159,7 +159,7 @@ def test_agent_ingest_multiple(mock_evaluation_function):
     dof1 = RangeDOF(actuator=movable1, bounds=(0, 10), parameter_type="float")
     dof2 = RangeDOF(actuator=movable2, bounds=(0, 10), parameter_type="float")
     objective = Objective(name="test_objective", minimize=False)
-    agent = Agent(sensors=[], dofs=[dof1, dof2], objectives=[objective], evaluation=mock_evaluation_function)
+    agent = Agent(sensors=[], dofs=[dof1, dof2], objectives=[objective], evaluation_function=mock_evaluation_function)
 
     agent.ingest(
         [
@@ -181,7 +181,7 @@ def test_ingest_baseline(mock_evaluation_function):
     dof1 = RangeDOF(actuator=movable1, bounds=(0, 10), parameter_type="float")
     dof2 = RangeDOF(actuator=movable2, bounds=(0, 10), parameter_type="float")
     objective = Objective(name="test_objective", minimize=False)
-    agent = Agent(sensors=[], dofs=[dof1, dof2], objectives=[objective], evaluation=mock_evaluation_function)
+    agent = Agent(sensors=[], dofs=[dof1, dof2], objectives=[objective], evaluation_function=mock_evaluation_function)
 
     agent.ingest([{"test_movable1": 0.1, "test_movable2": 0.2, "test_objective": 0.3, "_id": "baseline"}])
 

From fade6e0876f3518903fdfa92e342dcf051d5ed87 Mon Sep 17 00:00:00 2001
From: thomashopkins32 <thopkins1@bnl.gov>
Date: Tue, 13 Jan 2026 15:11:27 -0500
Subject: [PATCH 9/9] Fix doctest

---
 docs/source/how-to-guides/custom-generation-strategies.rst | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/docs/source/how-to-guides/custom-generation-strategies.rst b/docs/source/how-to-guides/custom-generation-strategies.rst
index 3c851ccd..854171ad 100644
--- a/docs/source/how-to-guides/custom-generation-strategies.rst
+++ b/docs/source/how-to-guides/custom-generation-strategies.rst
@@ -123,7 +123,7 @@ Configure an agent
         sensors=[readable1, readable2],
         dofs=dofs,
         objectives=objectives,
-        evaluation_function,
+        evaluation_function=evaluation_function,
     )
 
 Configure a generation strategy