|
| 1 | +# Finetune |
| 2 | + |
| 3 | +In this example, we show how to finetune the embedder with your data. |
| 4 | + |
| 5 | +## 1. Installation |
| 6 | + |
| 7 | +- **with pip** |
| 8 | + |
| 9 | +```shell |
| 10 | +pip install -U FlagEmbedding |
| 11 | +``` |
| 12 | + |
| 13 | +- **from source** |
| 14 | + |
| 15 | +```shell |
| 16 | +git clone https://github.com/FlagOpen/FlagEmbedding.git |
| 17 | +cd FlagEmbedding |
| 18 | +pip install . |
| 19 | +``` |
| 20 | + |
| 21 | +For development, install as editable: |
| 22 | + |
| 23 | +```shell |
| 24 | +pip install -e . |
| 25 | +``` |
| 26 | + |
| 27 | +## 2. Data format |
| 28 | + |
| 29 | +Train data should be a json file, where each line is a dict like this: |
| 30 | + |
| 31 | +```shell |
| 32 | +{"query": str, "pos": List[str], "neg":List[str], "pos_scores": List[int], "neg_scores": List[int], "prompt": str, "type": str} |
| 33 | +``` |
| 34 | + |
| 35 | +`query` is the query, and `pos` is a list of positive texts, `neg` is a list of negative texts. `pos_scores` is a list of scores corresponding to the `query` and `pos`, `neg_scores` is a list of scores corresponding to the `query` and `neg`, if you don't use knowledge distillation, it can be ignored. `prompt` is the prompt used for the query, it will cover `query_instruction_for_retrieval`. `type` is used for `bge-en-icl`, it includes `normal`, `symmetric_class`, `symmetric_clustering`, .etc. If you have no negative texts for a query, you can random sample some from the entire corpus as the negatives. |
| 36 | + |
| 37 | +See [example_data](https://github.com/hanhainebula/FlagEmbedding/tree/new-flagembedding-v1/examples/finetune/embedder/example_data) for more detailed files. |
| 38 | + |
| 39 | +### Hard Negatives |
| 40 | + |
| 41 | +Hard negatives is a widely used method to improve the quality of sentence embedding. You can mine hard negatives following this command: |
| 42 | + |
| 43 | +```shell |
| 44 | +git clone https://github.com/FlagOpen/FlagEmbedding.git |
| 45 | +cd FlagEmbedding/scripts |
| 46 | +``` |
| 47 | + |
| 48 | +```shell |
| 49 | +python hn_mine.py \ |
| 50 | +--model_name_or_path BAAI/bge-base-en-v1.5 \ |
| 51 | +--input_file toy_finetune_data.jsonl \ |
| 52 | +--output_file toy_finetune_data_minedHN.jsonl \ |
| 53 | +--range_for_sampling 2-200 \ |
| 54 | +--negative_number 15 \ |
| 55 | +--use_gpu_for_searching |
| 56 | +``` |
| 57 | + |
| 58 | +- `input_file`: json data for finetuning. This script will retrieve top-k documents for each query, and random sample negatives from the top-k documents (not including the positive documents). |
| 59 | +- `output_file`: path to save JSON data with mined hard negatives for finetuning |
| 60 | +- `negative_number`: the number of sampled negatives |
| 61 | +- `range_for_sampling`: where to sample negative. For example, `2-100` means sampling `negative_number` negatives from top2-top200 documents. **You can set larger value to reduce the difficulty of negatives (e.g., set it `60-300` to sample negatives from top60-300 passages)** |
| 62 | +- `candidate_pool`: The pool to retrieval. The default value is None, and this script will retrieve from the combination of all `neg` in `input_file`. The format of this file is the same as [pretrain data](https://github.com/FlagOpen/FlagEmbedding/tree/master/examples/pretrain#2-data-format). If input a candidate_pool, this script will retrieve negatives from this file. |
| 63 | +- `use_gpu_for_searching`: whether to use faiss-gpu to retrieve negatives. |
| 64 | + |
| 65 | +## 3. Train |
| 66 | + |
| 67 | +Detailed examples of various fine-tuning can be found in the bash files located in the corresponding folders. Here, we simply provide the training methods for the `standard model`, `bge-m3`, `bge-multilingual-gemma2` and `bge-en-icl`. |
| 68 | + |
| 69 | +Here are some import arguments: |
| 70 | + |
| 71 | +- **`model_name_or_path`**: The model checkpoint for initialization. |
| 72 | +- **`config_name`**: Pretrained config name or path if not the same as model_name. |
| 73 | +- **`tokenizer_name`**: Pretrained tokenizer name or path if not the same as model_name. |
| 74 | +- **`cache_dir`**: Where do you want to store the pre-trained models downloaded from s3. |
| 75 | +- **`trust_remote_code`**: Trust remote code |
| 76 | +- **`token`**: The token to use when accessing the model. |
| 77 | +- **`train_data`**: One or more paths to training data. `query: str`, `pos: List[str]`, `neg: List[str]` are required in the training data. Argument type: multiple. |
| 78 | +- **`cache_path`**: Where do you want to store the cached data. |
| 79 | +- **`train_group_size`**: (No metadata provided) |
| 80 | +- **`query_max_len`**: The maximum total input sequence length after tokenization for passage. Sequences longer than this will be truncated. |
| 81 | +- **`passage_max_len`**: The maximum total input sequence length after tokenization for passage. Sequences longer than this will be truncated. |
| 82 | +- **`pad_to_multiple_of`**: If set will pad the sequence to be a multiple of the provided value. |
| 83 | +- **`max_example_num_per_dataset`**: The max number of examples for each dataset. |
| 84 | +- **`query_instruction_for_retrieval`**: Instruction for query. |
| 85 | +- **`query_instruction_format`**: Format for query instruction. |
| 86 | +- **`knowledge_distillation`**: Use knowledge distillation when `pos_scores: List[float]` and `neg_scores: List[float]` are in features of training data. |
| 87 | +- **`passage_instruction_for_retrieval`**: Instruction for passage. |
| 88 | +- **`passage_instruction_format`**: Format for passage instruction. |
| 89 | +- **`shuffle_ratio`**: The ratio of shuffling the text. |
| 90 | +- **`same_dataset_within_batch`**: All samples in the same batch comes from the same dataset. |
| 91 | +- **`small_threshold`**: The threshold of small dataset. All small dataset in the same directory will be merged into one dataset. |
| 92 | +- **`drop_threshold`**: The threshold for dropping merged small dataset. If the number of examples in the merged small dataset is less than this threshold, it will be dropped. |
| 93 | +- **`negatives_cross_device`**: Share negatives across devices. |
| 94 | +- **`temperature`**: Temperature used for similarity score. |
| 95 | +- **`fix_position_embedding`**: Freeze the parameters of position embeddings. |
| 96 | +- **`sentence_pooling_method`**: The pooling method. Available options: cls, mean, last_token. Default: cls. |
| 97 | +- **`normalize_embeddings`**: Whether to normalize the embeddings. |
| 98 | +- **`sub_batch_size`**: Sub batch size for training. |
| 99 | +- **`kd_loss_type`**: The loss type for knowledge distillation. Available options: kl_div, m3_kd_loss. Default: kl_div. |
| 100 | + |
| 101 | +### (1) standard model |
| 102 | + |
| 103 | +```shell |
| 104 | +torchrun --nproc_per_node 2 \ |
| 105 | + -m FlagEmbedding.finetune.embedder.encoder_only.base \ |
| 106 | + --model_name_or_path BAAI/bge-large-en-v1.5 \ |
| 107 | + --cache_dir ./cache/model \ |
| 108 | + --train_data ./example_data/retrieval \ |
| 109 | + ./example_data/sts/sts.jsonl \ |
| 110 | + ./example_data/classification-no_in_batch_neg \ |
| 111 | + ./example_data/clustering-no_in_batch_neg \ |
| 112 | + --cache_path ./cache/data \ |
| 113 | + --train_group_size 8 \ |
| 114 | + --query_max_len 512 \ |
| 115 | + --passage_max_len 512 \ |
| 116 | + --pad_to_multiple_of 8 \ |
| 117 | + --query_instruction_for_retrieval 'Represent this sentence for searching relevant passages: ' \ |
| 118 | + --query_instruction_format '{}{}' \ |
| 119 | + --knowledge_distillation False \ |
| 120 | + --output_dir ./test_encoder_only_base_bge-large-en-v1.5 \ |
| 121 | + --overwrite_output_dir \ |
| 122 | + --learning_rate 1e-5 \ |
| 123 | + --fp16 \ |
| 124 | + --num_train_epochs 2 \ |
| 125 | + --per_device_train_batch_size 2 \ |
| 126 | + --dataloader_drop_last True \ |
| 127 | + --warmup_ratio 0.1 \ |
| 128 | + --gradient_checkpointing \ |
| 129 | + --deepspeed ../ds_stage0.json \ |
| 130 | + --logging_steps 1 \ |
| 131 | + --save_steps 1000 \ |
| 132 | + --negatives_cross_device \ |
| 133 | + --temperature 0.02 \ |
| 134 | + --sentence_pooling_method cls \ |
| 135 | + --normalize_embeddings True \ |
| 136 | + --kd_loss_type kl_div |
| 137 | +``` |
| 138 | + |
| 139 | +### (2) bge-m3 |
| 140 | + |
| 141 | +```shell |
| 142 | +torchrun --nproc_per_node 2 \ |
| 143 | + -m FlagEmbedding.finetune.embedder.encoder_only.m3 \ |
| 144 | + --model_name_or_path BAAI/bge-m3 \ |
| 145 | + --cache_dir ./cache/model \ |
| 146 | + --train_data ./example_data/retrieval \ |
| 147 | + ./example_data/sts/sts.jsonl \ |
| 148 | + ./example_data/classification-no_in_batch_neg \ |
| 149 | + ./example_data/clustering-no_in_batch_neg \ |
| 150 | + --cache_path ./cache/data \ |
| 151 | + --train_group_size 8 \ |
| 152 | + --query_max_len 512 \ |
| 153 | + --passage_max_len 512 \ |
| 154 | + --pad_to_multiple_of 8 \ |
| 155 | + --knowledge_distillation True \ |
| 156 | + --same_dataset_within_batch True \ |
| 157 | + --small_threshold 0 \ |
| 158 | + --drop_threshold 0 \ |
| 159 | + --output_dir ./test_encoder_only_m3_bge-m3_sd \ |
| 160 | + --overwrite_output_dir \ |
| 161 | + --learning_rate 1e-5 \ |
| 162 | + --fp16 \ |
| 163 | + --num_train_epochs 2 \ |
| 164 | + --per_device_train_batch_size 2 \ |
| 165 | + --dataloader_drop_last True \ |
| 166 | + --warmup_ratio 0.1 \ |
| 167 | + --gradient_checkpointing \ |
| 168 | + --deepspeed ../ds_stage0.json \ |
| 169 | + --logging_steps 1 \ |
| 170 | + --save_steps 1000 \ |
| 171 | + --negatives_cross_device \ |
| 172 | + --temperature 0.02 \ |
| 173 | + --sentence_pooling_method cls \ |
| 174 | + --normalize_embeddings True \ |
| 175 | + --kd_loss_type m3_kd_loss \ |
| 176 | + --unified_finetuning True \ |
| 177 | + --use_self_distill True \ |
| 178 | + --fix_encoder False \ |
| 179 | + --self_distill_start_step 0 |
| 180 | +``` |
| 181 | + |
| 182 | +Here are some new arguments: |
| 183 | + |
| 184 | +- **`colbert_dim`**: Dim of colbert linear |
| 185 | +- **`unified_finetuning`**: Use unify fine-tuning |
| 186 | +- **`use_self_distill`**: Use self-distill when using unify fine-tuning |
| 187 | +- **`fix_encoder`**: Freeze the parameters of encoder |
| 188 | +- **`self_distill_start_step`**: Num of step when using self-distill |
| 189 | + |
| 190 | +### (3) bge-multilingual-gemma2 |
| 191 | + |
| 192 | +```shell |
| 193 | +torchrun --nproc_per_node 2 \ |
| 194 | + -m FlagEmbedding.finetune.embedder.decoder_only.base \ |
| 195 | + --model_name_or_path BAAI/bge-multilingual-gemma2 \ |
| 196 | + --cache_dir ./cache/model \ |
| 197 | + --use_lora True \ |
| 198 | + --lora_rank 32 \ |
| 199 | + --lora_alpha 64 \ |
| 200 | + --target_modules q_proj k_proj v_proj o_proj gate_proj down_proj up_proj \ |
| 201 | + --additional_special_tokens '<instruct>' '<query>' \ |
| 202 | + --save_merged_lora_model True \ |
| 203 | + --train_data ./example_data/retrieval \ |
| 204 | + ./example_data/sts/sts.jsonl \ |
| 205 | + ./example_data/classification-no_in_batch_neg \ |
| 206 | + ./example_data/clustering-no_in_batch_neg \ |
| 207 | + --cache_path ./cache/data \ |
| 208 | + --train_group_size 8 \ |
| 209 | + --query_max_len 512 \ |
| 210 | + --passage_max_len 512 \ |
| 211 | + --pad_to_multiple_of 8 \ |
| 212 | + --query_instruction_for_retrieval 'Given a query, retrieve passages that are relevant to the query.' \ |
| 213 | + --query_instruction_format '<instruct>{}\n<query>{}' \ |
| 214 | + --knowledge_distillation True \ |
| 215 | + --same_dataset_within_batch True \ |
| 216 | + --small_threshold 0 \ |
| 217 | + --drop_threshold 0 \ |
| 218 | + --output_dir ./test_decoder_only_base_bge-multilingual-gemma2_sd \ |
| 219 | + --overwrite_output_dir \ |
| 220 | + --learning_rate 1e-4 \ |
| 221 | + --fp16 \ |
| 222 | + --num_train_epochs 1 \ |
| 223 | + --per_device_train_batch_size 2 \ |
| 224 | + --dataloader_drop_last True \ |
| 225 | + --warmup_ratio 0.1 \ |
| 226 | + --gradient_checkpointing \ |
| 227 | + --deepspeed ../ds_stage1.json \ |
| 228 | + --logging_steps 1 \ |
| 229 | + --save_steps 1000 \ |
| 230 | + --negatives_cross_device \ |
| 231 | + --temperature 0.02 \ |
| 232 | + --sentence_pooling_method last_token \ |
| 233 | + --normalize_embeddings True \ |
| 234 | + --kd_loss_type m3_kd_loss |
| 235 | +``` |
| 236 | + |
| 237 | +Here are some new arguments: |
| 238 | + |
| 239 | +- **`peft_model_path`**: The peft model checkpoint for initialization. |
| 240 | +- **`use_lora`**: If passed, will use LORA (low-rank parameter-efficient training) to train the model. |
| 241 | +- **`lora_rank`**: The rank of lora. |
| 242 | +- **`lora_alpha`**: The alpha parameter of lora. |
| 243 | +- **`lora_dropout`**: The dropout rate of lora modules. |
| 244 | +- **`target_modules`**: The target modules to apply LORA. |
| 245 | +- **`use_flash_attn`**: If passed, will use flash attention to train the model. |
| 246 | +- **`use_slow_tokenizer`**: If passed, will use a slow tokenizer (not backed by the 🤗 Tokenizers library). |
| 247 | +- **`additional_special_tokens`**: Additional special tokens. |
| 248 | +- **`save_merged_lora_model`**: If passed, will merge the lora modules and save the entire model. |
| 249 | + |
| 250 | +### (4) bge-en-icl |
| 251 | + |
| 252 | +```shell |
| 253 | +torchrun --nproc_per_node 2 \ |
| 254 | + -m FlagEmbedding.finetune.embedder.decoder_only.base \ |
| 255 | + --model_name_or_path BAAI/bge-multilingual-gemma2 \ |
| 256 | + --cache_dir ./cache/model \ |
| 257 | + --use_lora True \ |
| 258 | + --lora_rank 32 \ |
| 259 | + --lora_alpha 64 \ |
| 260 | + --target_modules q_proj k_proj v_proj o_proj gate_proj down_proj up_proj \ |
| 261 | + --additional_special_tokens '<instruct>' '<query>' \ |
| 262 | + --save_merged_lora_model True \ |
| 263 | + --train_data ./example_data/retrieval \ |
| 264 | + ./example_data/sts/sts.jsonl \ |
| 265 | + ./example_data/classification-no_in_batch_neg \ |
| 266 | + ./example_data/clustering-no_in_batch_neg \ |
| 267 | + --cache_path ./cache/data \ |
| 268 | + --train_group_size 8 \ |
| 269 | + --query_max_len 512 \ |
| 270 | + --passage_max_len 512 \ |
| 271 | + --pad_to_multiple_of 8 \ |
| 272 | + --query_instruction_for_retrieval 'Given a query, retrieve passages that are relevant to the query.' \ |
| 273 | + --query_instruction_format '<instruct>{}\n<query>{}' \ |
| 274 | + --knowledge_distillation True \ |
| 275 | + --same_dataset_within_batch True \ |
| 276 | + --small_threshold 0 \ |
| 277 | + --drop_threshold 0 \ |
| 278 | + --output_dir ./test_decoder_only_base_bge-en-icl_sd \ |
| 279 | + --overwrite_output_dir \ |
| 280 | + --learning_rate 1e-4 \ |
| 281 | + --fp16 \ |
| 282 | + --num_train_epochs 1 \ |
| 283 | + --per_device_train_batch_size 2 \ |
| 284 | + --dataloader_drop_last True \ |
| 285 | + --warmup_ratio 0.1 \ |
| 286 | + --gradient_checkpointing \ |
| 287 | + --deepspeed ../ds_stage1.json \ |
| 288 | + --logging_steps 1 \ |
| 289 | + --save_steps 1000 \ |
| 290 | + --negatives_cross_device \ |
| 291 | + --temperature 0.02 \ |
| 292 | + --sentence_pooling_method last_token \ |
| 293 | + --normalize_embeddings True \ |
| 294 | + --kd_loss_type kl_div |
| 295 | +``` |
| 296 | + |
| 297 | +Here are some new arguments: |
| 298 | + |
| 299 | +- **`peft_model_path`**: The peft model checkpoint for initialization. |
| 300 | +- **`use_lora`**: If passed, will use LORA (low-rank parameter-efficient training) to train the model. |
| 301 | +- **`lora_rank`**: The rank of LORA. |
| 302 | +- **`lora_alpha`**: The alpha parameter of LORA. |
| 303 | +- **`lora_dropout`**: The dropout rate of LORA modules. |
| 304 | +- **`target_modules`**: The target modules to apply LORA. |
| 305 | +- **`use_flash_attn`**: If passed, will use flash attention to train the model. |
| 306 | +- **`use_slow_tokenizer`**: If passed, will use a slow tokenizer (not backed by the 🤗 Tokenizers library). |
| 307 | +- **`from_peft`** (no metadata provided) |
| 308 | +- **`modules_to_save`** (no metadata provided) |
| 309 | +- **`raw_peft`** (no metadata provided) |
| 310 | +- **`additional_special_tokens`**: additional special tokens |
| 311 | +- **`save_merged_lora_model`**: If passed, will merge the LORA modules and save the entire model. |
| 312 | +- **`example_query_max_len`**: The max length of example query. |
| 313 | +- **`example_passage_max_len`**: The max length of example passage. |
| 314 | +- **`retrieval_use_examples`**: If passed, will use examples for retrieval. |
| 315 | +- **`icl_suffix_str`**: The suffix string for ICL dataset. |
| 316 | + |
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