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Realistic Evaluation of Model Merging for Compositional Generalization (2409.18314v1)

Published 26 Sep 2024 in cs.LG, cs.CL, and cs.CV

Abstract: Merging has become a widespread way to cheaply combine individual models into a single model that inherits their capabilities and attains better performance. This popularity has spurred rapid development of many new merging methods, which are typically validated in disparate experimental settings and frequently differ in the assumptions made about model architecture, data availability, and computational budget. In this work, we characterize the relative merits of different merging methods by evaluating them in a shared experimental setting and precisely identifying the practical requirements of each method. Specifically, our setting focuses on using merging for compositional generalization of capabilities in image classification, image generation, and natural language processing. Additionally, we measure the computational costs of different merging methods as well as how they perform when scaling the number of models being merged. Taken together, our results clarify the state of the field of model merging and provide a comprehensive and rigorous experimental setup to test new methods.

Citations (3)

Summary

  • The paper introduces a unified experimental framework to evaluate eight merging methods, demonstrating their impact on compositional generalization across multiple domains.
  • It details trade-offs between computational cost and hyperparameter sensitivity, providing clear benchmarks for method selection.
  • Results reveal contrasting trends between held-in and generalization performance in vision tasks versus NLP, guiding practical application decisions.

Realistic Evaluation of Model Merging for Compositional Generalization

In the context of modern machine learning, particularly with the proliferation of pretrained models and fine-tuning techniques, model merging has emerged as a promising methodology to combine specialized models into more capable multi-task models. The paper "Realistic Evaluation of Model Merging for Compositional Generalization" by Tam et al. conducts a thorough evaluation of various model merging techniques across diverse domains including image classification, image generation, and NLP. The primary objective is to rigorously assess the practicalities and performance of different merging methods for compositional generalization.

Main Contributions

  1. Shared Experimental Setting: The authors introduce a unified experimental framework to evaluate model merging methods in a consistent manner. This includes:
    • Evaluating merging methods on common datasets and tasks to enable direct comparison.
    • Benchmarking the methods across multiple modalities—image classification, image generation, and cross-lingual NLP.
  2. Comprehensive Characterization: The work details the practical requirements, computational costs, and hyperparameter sensitivities of each merging method. This includes distinctions in computational complexity, the need for additional data or statistics, and memory requirements.
  3. Scaling Analysis: The paper explores how the performance of merging methods scales with the number of models merged. This analysis is crucial for real-world scenarios where numerous fine-tuned models might need to be merged to cover a wide range of tasks.

Methodologies Evaluated

Eight merging methods are evaluated, ranging from simple averaging to more complex techniques like Fisher Merging and MaTS. Each method leverages different mathematical formulations to combine model parameters:

  • Simple Averaging: Takes a straightforward element-wise average of model parameters.
  • SLERP and MLERP: Use norm-preserving and manifold averaging to interpolate between models.
  • Task Arithmetic and Derivatives: Perform arithmetic on task-specific vectors derived from model parameters.
  • Fisher Merging: Uses the Fisher Information Matrix to merge models by maximizing joint posterior distributions of the parameters.
  • RegMean and MaTS: Solve linear systems to merge parameters while considering activation or Fisher information.

Numerical Results and Insights

  • Performance Metrics: The evaluation spans held-in task performance (tasks on which the constituent models were trained) and generalization performance to new tasks (requiring compositional generalization).
  • Held-In vs. Generalization Trends: A notable trend is the correlation between held-in and generalization performance in image classification and generation, whereas in NLP, there's an anti-correlation, suggesting domain-specific dynamics in task generalization.
  • Computational Costs: The costs vary significantly—methods like RegMean and MaTS, though effective, incur higher computational expenses compared to simpler methods like averaging.
  • Hyperparameter Sensitivity: Methods like Task Arithmetic and TIES show significant sensitivity, necessitating careful hyperparameter tuning to achieve optimal performance.

Practical Implications

The practical insights from this paper are invaluable:

  • Selection of Methods: Depending on the computational budget and availability of auxiliary data/statistics, different merging methods might be preferred. While simple averaging is computation-friendly, methods incorporating Fisher information or solving linear systems offer superior performance at higher computational costs.
  • Scalability: The paper’s findings on scalability suggest that as more models are merged, generalization performance improves, potentially unlocking novel capabilities. This indicates that merging numerous specialized models can be beneficial but comes with trade-offs in terms of held-in task performance.
  • Future Research Directions: The identified gaps and challenges, particularly in cross-lingual NLP, underscore the need for further innovation in model merging techniques to realize robust, generalized models.

Conclusion

Tam et al.'s work on "Realistic Evaluation of Model Merging for Compositional Generalization" provides a granular and holistic perspective on the state of model merging techniques. By addressing both theoretical foundations and practical considerations, it serves as a guide for researchers and practitioners aiming to leverage model merging for enhanced multi-task performance. The comprehensive dataset, unified evaluation framework, and availability of code for reproducibility set a high benchmark for future research in this domain. The insights gleaned pave the way for innovative approaches to tackle the nuanced challenges of compositional generalization across diverse AI applications.

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