用零阶优化缓解持续学习中的遗忘问题,兼顾内存效率与模型稳定性。
More Than Memory Savings: Zeroth-Order Optimization Mitigates Forgetting in Continual Learning
- 采用零阶优化构造更平坦的损失曲面,减少新旧任务间的干扰。
- 在有限训练预算下,传统零阶方法因梯度不准导致学新知识能力下降。
- 提出ZO-FC:仅对适配器模块用零阶优化,分类器仍用一阶更新,兼顾稳定与适应性。
零阶(ZO)优化因其内存高效性成为一阶(FO)方法的替代方案,尤其适用于梯度计算昂贵或不可行的场景。本文研究将ZO优化用于持续学习(CL),以应对可塑性-稳定性-效率三难困境。理论与实证分析表明,ZO优化自然产生更平坦的损失景观,从而减轻遗忘。然而,其精度较低的梯度估计和较慢收敛速度也降低了获取新任务知识的能力,尤其在训练预算受限时。我们对多种现有CL方法应用ZO优化进行系统评估,发现其增强稳定性但常损害可塑性,尤其是在使用可学习分类器时。为此,我们提出ZO-FC:仅对基于适配器的参数高效微调(PEFT)模块使用ZO优化,而分类器保持一阶更新。该设计在极低内存开销下保留了一阶的灵活性,同时获得零阶的稳定性优势。实验表明,ZO-FC在平衡稳定性与可塑性上表现优异,是一种适合设备端持续学习的实用且高效方案。
原文摘要 · Abstract (English)
Zeroth-order (ZO) optimization has gained attention as a memory-efficient alternative to first-order (FO) methods, particularly in settings where gradient computation is expensive or even impractical. Beyond its memory efficiency, in this work, we investigate ZO optimization for continual learning (CL) as a novel approach to address the plasticity-stability-efficiency trilemma. Through theoretical analysis and empirical evidence, we show that ZO optimization naturally leads to flatter loss landscapes, which in turn reduce forgetting in CL. However, this stability comes at a cost of plasticity: due to its imprecise gradient estimates and slower convergence, ZO optimization tends to be less effective than FO in acquiring new task-specific knowledge, particularly under constrained training budgets. To better understand this trade-off, we conduct a holistic evaluation of ZO optimization applied to various existing CL methods. Our findings reveal that ZO optimization enhances stability but often undermines plasticity, particularly when used with learnable classifiers. Motivated by this insight, we propose ZO-FC, a simple but effective approach that applies ZO optimization to a single adapter-based PEFT module with FO optimized classifier. This design leverages the stability benefits of ZO while preserving the adaptability of FO updates with negligible memory overhead. Experiments demonstrate that ZO-FC achieves an effective balance between stability and plasticity, offering a practical and memory-efficient solution for on-device CL.
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