厘清指令选择关键因素,提升大模型微调效率
A Critical Look at Targeted Instruction Selection: Disentangling What Matters (and What Doesn't)
- 用梯度表示数据,能更准确预测选中指令的效果
- 小预算下梯度+贪心轮选效果最好,大预算时优势减弱
- 揭示多种选择算法本质是近似距离最小化,适合实践者参考
大语言模型微调中常从海量候选指令中挑选子集,基于目标任务的小查询集进行筛选。然而现有研究方法差异大,缺乏零样本基线,且关键组件混杂,导致实践者难获有效指导。本文系统拆解数据表示与选择算法两大核心,构建可控比较框架。发现仅梯度表示的子集相似性能稳定预测跨数据集、模型和候选池的表现。虽无单一最优方法,但梯度表示配合贪心轮选在低预算下平均表现最佳,高预算时优势递减。进一步将多种选择算法统一为查询集与选集间近似距离最小化,并给出新泛化界支持。研究为大模型微调中的数据选择提供了更严谨的基础。
原文摘要 · Abstract (English)
Instruction fine-tuning of large language models (LLMs) often involves selecting a subset of instruction training data from a large candidate pool, using a small query set from the target task. Despite growing interest, the literature on targeted instruction selection remains fragmented and opaque: methods vary widely in selection budgets, often omit zero-shot baselines, and frequently entangle the contributions of key components. As a result, practitioners lack actionable guidance on selecting instructions for their target tasks. In this work, we aim to bring clarity to this landscape by disentangling and systematically analyzing the two core ingredients: data representation and selection algorithms. Our framework enables controlled comparisons across models, tasks, and budgets. We find that only gradient-based data representations choose subsets whose similarity to the query consistently predicts performance across datasets, models, and candidate pools. While no single method dominates, gradient-based representations paired with greedy round-robin selection often perform best on average at low budgets, but these gains diminish at larger budgets. Finally, we unify several existing selection algorithms as forms of approximate distance minimization between the selected subset and the query set, and support this view with new generalization bounds. More broadly, our findings provide critical insights and a foundation for more principled data selection in LLM fine-tuning. The code is available at https://github.com/dcml-lab/targeted-instruction-selection.
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