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Nov 18

When Does Bottom-up Beat Top-down in Hierarchical Community Detection?

Hierarchical clustering of networks consists in finding a tree of communities, such that lower levels of the hierarchy reveal finer-grained community structures. There are two main classes of algorithms tackling this problem. Divisive (top-down) algorithms recursively partition the nodes into two communities, until a stopping rule indicates that no further split is needed. In contrast, agglomerative (bottom-up) algorithms first identify the smallest community structure and then repeatedly merge the communities using a linkage method. In this article, we establish theoretical guarantees for the recovery of the hierarchical tree and community structure of a Hierarchical Stochastic Block Model by a bottom-up algorithm. We also establish that this bottom-up algorithm attains the information-theoretic threshold for exact recovery at intermediate levels of the hierarchy. Notably, these recovery conditions are less restrictive compared to those existing for top-down algorithms. This shows that bottom-up algorithms extend the feasible region for achieving exact recovery at intermediate levels. Numerical experiments on both synthetic and real data sets confirm the superiority of bottom-up algorithms over top-down algorithms. We also observe that top-down algorithms can produce dendrograms with inversions. These findings contribute to a better understanding of hierarchical clustering techniques and their applications in network analysis.

  • 4 authors
·
Jun 1, 2023

What Matters for Model Merging at Scale?

Model merging aims to combine multiple expert models into a more capable single model, offering benefits such as reduced storage and serving costs, improved generalization, and support for decentralized model development. Despite its promise, previous studies have primarily focused on merging a few small models. This leaves many unanswered questions about the effect of scaling model size and how it interplays with other key factors -- like the base model quality and number of expert models -- , to affect the merged model's performance. This work systematically evaluates the utility of model merging at scale, examining the impact of these different factors. We experiment with merging fully fine-tuned models using 4 popular merging methods -- Averaging, Task~Arithmetic, Dare, and TIES -- across model sizes ranging from 1B-64B parameters and merging up to 8 different expert models. We evaluate the merged models on both held-in tasks, i.e., the expert's training tasks, and zero-shot generalization to unseen held-out tasks. Our experiments provide several new insights about model merging at scale and the interplay between different factors. First, we find that merging is more effective when experts are created from strong base models, i.e., models with good zero-shot performance. Second, larger models facilitate easier merging. Third merging consistently improves generalization capabilities. Notably, when merging 8 large expert models, the merged models often generalize better compared to the multitask trained models. Fourth, we can better merge more expert models when working with larger models. Fifth, different merging methods behave very similarly at larger scales. Overall, our findings shed light on some interesting properties of model merging while also highlighting some limitations. We hope that this study will serve as a reference point on large-scale merging for upcoming research.

  • 7 authors
·
Oct 4, 2024 2

Towards Reversible Model Merging For Low-rank Weights

Model merging aims to combine multiple fine-tuned models into a single set of weights that performs well across all source tasks. While prior work has shown that merging can approximate the performance of individual fine-tuned models for each task, it largely overlooks scenarios where models are compressed into low-rank representations, either through low-rank adaptation (LoRA) or post-training singular value decomposition (SVD). We first demonstrate that applying conventional merging methods to low-rank weights leads to severe performance degradation in the merged model. Motivated by this phenomenon, we propose a fundamentally different approach: instead of collapsing all adapters into one set of weights, we construct a compact basis (e.g., an equivalent of holding two or more models) from which original task-specific models can be recovered via linear combination. This reframes merging as generating a reconstruction-capable model space rather than producing a single merged model. Crucially, this allows us to ``revert'' to each individual model when needed, recognizing that no merged model can consistently outperform one specialized for its task. Building on this insight, we introduce our method, Reversible Model Merging (RMM), an efficient, data-free, and flexible method that provides a closed-form solution for selecting the optimal basis of model weights and task-specific coefficients for linear combination. Extensive experiments across diverse datasets and model scales demonstrate that RMM consistently outperforms existing merging approaches, preserving the performance of low-rank compressed models by a significant margin.

  • 2 authors
·
Oct 15

Merging Models with Fisher-Weighted Averaging

Averaging the parameters of models that have the same architecture and initialization can provide a means of combining their respective capabilities. In this paper, we take the perspective that this "merging" operation can be seen as choosing parameters that approximately maximize the joint likelihood of the posteriors of the models' parameters. Computing a simple average of the models' parameters therefore corresponds to making an isotropic Gaussian approximation to their posteriors. We develop an alternative merging procedure based on the Laplace approximation where we approximate each model's posterior as a Gaussian distribution whose precision matrix corresponds to its Fisher information. We first show that our "Fisher merging" technique provides a performance boost in settings where simple parameter averaging is currently used -- specifically, robust fine-tuning and model ensembling. Then, we compare merging to standard gradient-based transfer learning and demonstrate that merging enables a fundamentally different method for transferring capabilities across models. Specifically, we show that Fisher merging is competitive with gradient-based transfer learning approaches (while being significantly cheaper) in intermediate-task training and domain-adaptive pre-training. We also show that our merging procedure makes it possible to combine models in previously unexplored ways. We release our code to facilitate future research into methods for merging models.

  • 2 authors
·
Nov 18, 2021

PLeaS -- Merging Models with Permutations and Least Squares

The democratization of machine learning systems has made the process of fine-tuning accessible to practitioners, leading to a wide range of open-source models fine-tuned on specialized tasks and datasets. Recent work has proposed to merge such models to combine their functionalities. However, prior approaches are usually restricted to models that are fine-tuned from the same base model. Furthermore, the final merged model is typically required to be of the same size as the original models. In this work, we propose a new two-step algorithm to merge models -- termed PLeaS -- which relaxes these constraints. First, leveraging the Permutation symmetries inherent in the two models, PLeaS partially matches nodes in each layer by maximizing alignment. Next, PLeaS computes the weights of the merged model as a layer-wise Least Squares solution to minimize the approximation error between the features of the merged model and the permuted features of the original models. PLeaS allows a practitioner to merge two models sharing the same architecture into a single performant model of a desired size, even when the two original models are fine-tuned from different base models. We also demonstrate how our method can be extended to address a challenging scenario where no data is available from the fine-tuning domains. We demonstrate our method to merge ResNet and ViT models trained with shared and different label spaces, and show improvement over the state-of-the-art merging methods of up to 15 percentage points for the same target compute while merging models trained on DomainNet and fine-grained classification tasks. Our code is open-sourced at https://github.com/SewoongLab/PLeaS-Merging .

  • 4 authors
·
Jul 2, 2024

Extend Model Merging from Fine-Tuned to Pre-Trained Large Language Models via Weight Disentanglement

Merging Large Language Models (LLMs) aims to amalgamate multiple homologous LLMs into one with all the capabilities. Ideally, any LLMs sharing the same backbone should be mergeable, irrespective of whether they are Fine-Tuned (FT) with minor parameter changes or Pre-Trained (PT) with substantial parameter shifts. However, existing methods often manually assign the model importance, rendering them feasible only for LLMs with similar parameter alterations, such as multiple FT LLMs. The diverse parameter changed ranges between FT and PT LLMs pose challenges for current solutions in empirically determining the optimal combination. In this paper, we make a pioneering effort to broaden the applicability of merging techniques from FT to PT LLMs. We initially examine the efficacy of current methods in merging FT and PT LLMs, discovering that they struggle to deal with PT LLMs. Subsequently, we introduce an approach based on WeIght DisENtanglement (WIDEN) to effectively extend the merging scope, which first disentangles model weights into magnitude and direction components, and then performs adaptive fusion by considering their respective contributions. In the experiments, we merge Qwen1.5-Chat (an FT LLM with instruction-following skills) with Sailor (a PT LLM with multilingual abilities) across 7B and 14B model scales. Results reveal that: (1) existing solutions usually fail when merging Sailor, either losing both abilities or only retaining instruction-following skills; (2) WIDEN successfully injects the multilingual abilities of Sailor into Qwen1.5-Chat and make it proficient in Southeast Asian languages, achieving enhancements in the fundamental capabilities. In light of previous research, we also merge multiple 13B FT LLMs and observe that WIDEN achieves a balanced amalgamation of instruction following, mathematical reasoning, and code generation skills.

  • 5 authors
·
Aug 6, 2024

MAP: Low-compute Model Merging with Amortized Pareto Fronts via Quadratic Approximation

Model merging has emerged as an effective approach to combine multiple single-task models into a multitask model. This process typically involves computing a weighted average of the model parameters without any additional training. Existing model-merging methods focus on enhancing average task accuracy. However, interference and conflicts between the objectives of different tasks can lead to trade-offs during the merging process. In real-world applications, a set of solutions with various trade-offs can be more informative, helping practitioners make decisions based on diverse preferences. In this paper, we introduce a novel and low-compute algorithm, Model Merging with Amortized Pareto Front (MAP). MAP efficiently identifies a Pareto set of scaling coefficients for merging multiple models, reflecting the trade-offs involved. It amortizes the substantial computational cost of evaluations needed to estimate the Pareto front by using quadratic approximation surrogate models derived from a pre-selected set of scaling coefficients. Experimental results on vision and natural language processing tasks demonstrate that MAP can accurately identify the Pareto front, providing practitioners with flexible solutions to balance competing task objectives. We also introduce Bayesian MAP for scenarios with a relatively low number of tasks and Nested MAP for situations with a high number of tasks, further reducing the computational cost of evaluation.

  • 10 authors
·
Jun 11, 2024

Rethinking Agent Design: From Top-Down Workflows to Bottom-Up Skill Evolution

Most LLM-based agent frameworks adopt a top-down philosophy: humans decompose tasks, define workflows, and assign agents to execute each step. While effective on benchmark-style tasks, such systems rely on designer updates and overlook agents' potential to learn from experience. Recently, Silver and Sutton(2025) envision a shift into a new era, where agents could progress from a stream of experiences. In this paper, we instantiate this vision of experience-driven learning by introducing a bottom-up agent paradigm that mirrors the human learning process. Agents acquire competence through a trial-and-reasoning mechanism-exploring, reflecting on outcomes, and abstracting skills over time. Once acquired, skills can be rapidly shared and extended, enabling continual evolution rather than static replication. As more agents are deployed, their diverse experiences accelerate this collective process, making bottom-up design especially suited for open-ended environments. We evaluate this paradigm in Slay the Spire and Civilization V, where agents perceive through raw visual inputs and act via mouse outputs, the same as human players. Using a unified, game-agnostic codebase without any game-specific prompts or privileged APIs, our bottom-up agents acquire skills entirely through autonomous interaction, demonstrating the potential of the bottom-up paradigm in complex, real-world environments. Our code is available at https://github.com/AngusDujw/Bottom-Up-Agent.

  • 6 authors
·
May 23

Merging Models on the Fly Without Retraining: A Sequential Approach to Scalable Continual Model Merging

Deep model merging represents an emerging research direction that combines multiple fine-tuned models to harness their specialized capabilities across different tasks and domains. Current model merging techniques focus on merging all available models simultaneously, with weight interpolation-based methods being the predominant approaches. However, these conventional approaches are not well-suited for scenarios where models become available sequentially, and they often suffer from high memory requirements and potential interference between tasks. In this study, we propose a training-free projection-based continual merging method that processes models sequentially through orthogonal projections of weight matrices and adaptive scaling mechanisms. Our method operates by projecting new parameter updates onto subspaces orthogonal to existing merged parameter updates while using an adaptive scaling mechanism to maintain stable parameter distances, enabling efficient sequential integration of task-specific knowledge. Our approach maintains constant memory complexity to the number of models, minimizes interference between tasks through orthogonal projections, and retains the performance of previously merged models through adaptive task vector scaling. Extensive experiments on CLIP-ViT models demonstrate that our method achieves a 5-8% average accuracy improvement while maintaining robust performance in different task orderings.

  • 7 authors
·
Jan 16

Merge, Then Compress: Demystify Efficient SMoE with Hints from Its Routing Policy

Sparsely activated Mixture-of-Experts (SMoE) has shown promise to scale up the learning capacity of neural networks, however, they have issues like (a) High Memory Usage, due to duplication of the network layers into multiple copies as experts; and (b) Redundancy in Experts, as common learning-based routing policies suffer from representational collapse. Therefore, vanilla SMoE models are memory inefficient and non-scalable, especially for resource-constrained downstream scenarios. In this paper, we ask: Can we craft a compact SMoE model by consolidating expert information? What is the best recipe to merge multiple experts into fewer but more knowledgeable experts? Our pilot investigation reveals that conventional model merging methods fail to be effective in such expert merging for SMoE. The potential reasons are: (1) redundant information overshadows critical experts; (2) appropriate neuron permutation for each expert is missing to bring all of them in alignment. To address this, we propose M-SMoE, which leverages routing statistics to guide expert merging. Specifically, it starts with neuron permutation alignment for experts; then, dominant experts and their "group members" are formed; lastly, every expert group is merged into a single expert by utilizing each expert's activation frequency as their weight for merging, thus diminishing the impact of insignificant experts. Moreover, we observed that our proposed merging promotes a low dimensionality in the merged expert's weight space, naturally paving the way for additional compression. Hence, our final method, MC-SMoE (i.e., Merge, then Compress SMoE), further decomposes the merged experts into low-rank and structural sparse alternatives. Extensive experiments across 8 benchmarks validate the effectiveness of MC-SMoE. For instance, our MC-SMoE achieves up to 80% memory and a 20% FLOPs reduction, with virtually no loss in performance.

  • 7 authors
·
Oct 2, 2023

WiCo: Win-win Cooperation of Bottom-up and Top-down Referring Image Segmentation

The top-down and bottom-up methods are two mainstreams of referring segmentation, while both methods have their own intrinsic weaknesses. Top-down methods are chiefly disturbed by Polar Negative (PN) errors owing to the lack of fine-grained cross-modal alignment. Bottom-up methods are mainly perturbed by Inferior Positive (IP) errors due to the lack of prior object information. Nevertheless, we discover that two types of methods are highly complementary for restraining respective weaknesses but the direct average combination leads to harmful interference. In this context, we build Win-win Cooperation (WiCo) to exploit complementary nature of two types of methods on both interaction and integration aspects for achieving a win-win improvement. For the interaction aspect, Complementary Feature Interaction (CFI) provides fine-grained information to top-down branch and introduces prior object information to bottom-up branch for complementary feature enhancement. For the integration aspect, Gaussian Scoring Integration (GSI) models the gaussian performance distributions of two branches and weightedly integrates results by sampling confident scores from the distributions. With our WiCo, several prominent top-down and bottom-up combinations achieve remarkable improvements on three common datasets with reasonable extra costs, which justifies effectiveness and generality of our method.

  • 8 authors
·
Jun 19, 2023

Unifying Multimodal Large Language Model Capabilities and Modalities via Model Merging

While foundation models update slowly due to resource-intensive training requirements, domain-specific models evolve between updates. Model merging aims to combine multiple expert models into a single, more capable model, thereby reducing storage and serving costs while supporting decentralized model development. Despite its potential, previous studies have primarily focused on merging visual classification models or Large Language Models (LLMs) for code and math tasks. Multimodal Large Language Models (MLLMs), which extend the capabilities of LLMs through large-scale multimodal training, have gained traction. However, there lacks a benchmark for model merging research that clearly divides the tasks for MLLM training and evaluation. In this paper, (i) we introduce the model merging benchmark for MLLMs, which includes multiple tasks such as VQA, Geometry, Chart, OCR, and Grounding, providing both LoRA and full fine-tuning models. Moreover, we explore how model merging can combine different modalities (e.g., vision-language, audio-language, and video-language models), moving toward the Omni-language model. (ii) We implement 10 model merging algorithms on the benchmark. Furthermore, we propose a novel method that removes noise from task vectors and robustly optimizes the merged vector based on a loss defined over task vector interactions, achieving an average performance gain of 2.48%. (iii) We find that model merging offers a promising way for building improved MLLMs without requiring data training. Our results also demonstrate that the complementarity among multiple modalities outperforms individual modalities.

  • 10 authors
·
May 26

Unconstrained Model Merging for Enhanced LLM Reasoning

Recent advancements in building domain-specific large language models (LLMs) have shown remarkable success, especially in tasks requiring reasoning abilities like logical inference over complex relationships and multi-step problem solving. However, creating a powerful all-in-one LLM remains challenging due to the need for proprietary data and vast computational resources. As a resource-friendly alternative, we explore the potential of merging multiple expert models into a single LLM. Existing studies on model merging mainly focus on generalist LLMs instead of domain experts, or the LLMs under the same architecture and size. In this work, we propose an unconstrained model merging framework that accommodates both homogeneous and heterogeneous model architectures with a focus on reasoning tasks. A fine-grained layer-wise weight merging strategy is designed for homogeneous models merging, while heterogeneous model merging is built upon the probabilistic distribution knowledge derived from instruction-response fine-tuning data. Across 7 benchmarks and 9 reasoning-optimized LLMs, we reveal key findings that combinatorial reasoning emerges from merging which surpasses simple additive effects. We propose that unconstrained model merging could serve as a foundation for decentralized LLMs, marking a notable progression from the existing centralized LLM framework. This evolution could enhance wider participation and stimulate additional advancement in the field of artificial intelligence, effectively addressing the constraints posed by centralized models.

  • 15 authors
·
Oct 17, 2024

Sub-MoE: Efficient Mixture-of-Expert LLMs Compression via Subspace Expert Merging

Mixture of Experts (MoE) LLMs face significant obstacles due to their massive parameter scale, which imposes memory, storage, and deployment challenges. Although recent expert merging methods promise greater efficiency by consolidating multiple experts, they are fundamentally hindered by parameter conflicts arising from expert specialization. In this paper, we present Sub-MoE, a novel MoE compression framework via Subspace Expert Merging. Our key insight is to perform joint Singular Value Decomposition (SVD) on concatenated expert weights, reducing conflicting parameters by extracting shared U-matrices while enabling effective merging of the expert-specific V components. Specifically, Sub-MoE consists of two innovative phases: (1) Adaptive Expert Clustering, which groups functionally coherent experts via K-means clustering based on cosine similarity of expert outputs; and (2) Subspace Expert Merging, which first enforces Experts Union Decomposition to derive the shared U-matrix across experts in the same group, then pursues frequency-based merging for individual V-matrices, and finalizes expert reconstruction using the merged V-matrix. In this way, we align and fuse experts in a shared subspace, and can be extended with intra-expert compression for further inference optimization. Extensive experiments on Mixtral, DeepSeek, and Qwen-1.5|3 MoE LLMs demonstrate that our Sub-MoE significantly outperforms existing expert pruning and merging methods. Notably, our Sub-MoE maintains 96\%|86\% of original performance with 25\%|50\% expert reduction on Mixtral-8x7B in zero-shot benchmarks. Code will be released at https://github.com/lliai/MoERazor.

  • 7 authors
·
Jun 29

MergeBench: A Benchmark for Merging Domain-Specialized LLMs

Model merging provides a scalable alternative to multi-task training by combining specialized finetuned models through parameter arithmetic, enabling efficient deployment without the need for joint training or access to all task data. While recent methods have shown promise, existing evaluations are limited in both model scale and task diversity, leaving open questions about their applicability to large, domain-specialized LLMs. To tackle the challenges, we introduce MergeBench, a comprehensive evaluation suite designed to assess model merging at scale. MergeBench builds on state-of-the-art open-source language models, including Llama and Gemma families at 2B to 9B scales, and covers five key domains: instruction following, mathematics, multilingual understanding, coding and safety. We standardize finetuning and evaluation protocols, and assess eight representative merging methods across multi-task performance, forgetting and runtime efficiency. Based on extensive experiments, we provide practical guidelines for algorithm selection and share insights showing that model merging tends to perform better on stronger base models, with techniques such as merging coefficient tuning and sparsification improving knowledge retention. However, several challenges remain, including the computational cost on large models, the gap for in-domain performance compared to multi-task models, and the underexplored role of model merging in standard LLM training pipelines. We hope MergeBench provides a foundation for future research to advance the understanding and practical application of model merging. Our project page is at https://yifei-he.github.io/mergebench/{https://yifei-he.github.io/mergebench/}.

  • 6 authors
·
May 16

Program Merge Conflict Resolution via Neural Transformers

Collaborative software development is an integral part of the modern software development life cycle, essential to the success of large-scale software projects. When multiple developers make concurrent changes around the same lines of code, a merge conflict may occur. Such conflicts stall pull requests and continuous integration pipelines for hours to several days, seriously hurting developer productivity. To address this problem, we introduce MergeBERT, a novel neural program merge framework based on token-level three-way differencing and a transformer encoder model. By exploiting the restricted nature of merge conflict resolutions, we reformulate the task of generating the resolution sequence as a classification task over a set of primitive merge patterns extracted from real-world merge commit data. Our model achieves 63-68% accuracy for merge resolution synthesis, yielding nearly a 3x performance improvement over existing semi-structured, and 2x improvement over neural program merge tools. Finally, we demonstrate that MergeBERT is sufficiently flexible to work with source code files in Java, JavaScript, TypeScript, and C# programming languages. To measure the practical use of MergeBERT, we conduct a user study to evaluate MergeBERT suggestions with 25 developers from large OSS projects on 122 real-world conflicts they encountered. Results suggest that in practice, MergeBERT resolutions would be accepted at a higher rate than estimated by automatic metrics for precision and accuracy. Additionally, we use participant feedback to identify future avenues for improvement of MergeBERT.

  • 9 authors
·
Aug 31, 2021

FW-Merging: Scaling Model Merging with Frank-Wolfe Optimization

Model merging has emerged as a promising approach for multi-task learning (MTL), offering a data-efficient alternative to conventional fine-tuning. However, with the rapid development of the open-source AI ecosystem and the increasing availability of fine-tuned foundation models, existing model merging methods face two key limitations: (i) They are primarily designed for in-house fine-tuned models, making them less adaptable to diverse model sources with partially unknown model and task information, (ii) They struggle to scale effectively when merging numerous model checkpoints. To address these challenges, we formulate model merging as a constrained optimization problem and introduce a novel approach: Frank-Wolfe Merging (FW-Merging). Inspired by Frank-Wolfe optimization, our approach iteratively selects the most relevant model in the pool to minimize a linear approximation of the objective function and then executes a local merging similar to the Frank-Wolfe update. The objective function is designed to capture the desired behavior of the target-merged model, while the fine-tuned candidate models define the constraint set. More importantly, FW-Merging serves as an orthogonal technique for existing merging methods, seamlessly integrating with them to further enhance accuracy performance. Our experiments show that FW-Merging scales across diverse model sources, remaining stable with 16 irrelevant models and improving by 15.3% with 16 relevant models on 20 CV tasks, while maintaining constant memory overhead, unlike the linear overhead of data-informed merging methods. Compared with the state-of-the-art approaches, FW-Merging surpasses the data-free merging method by 32.8% and outperforms the data-informed Adamerging by 8.39% when merging 20 ViT models. Our code is open-sourced at github.com/hmarkc/FW-Merging.

  • 5 authors
·
Mar 16

Parameter-Efficient Checkpoint Merging via Metrics-Weighted Averaging

Checkpoint merging is a technique for combining multiple model snapshots into a single superior model, potentially reducing training time for large language models. This paper explores checkpoint merging in the context of parameter-efficient fine-tuning (PEFT), where only small adapter modules (e.g. LoRA) are trained. We propose Metrics-Weighted Averaging (MWA), a simple yet effective method to merge model checkpoints by weighting their parameters according to performance metrics. In particular, we investigate weighting by training loss and by training steps, under the intuition that lower-loss or later-step checkpoints are more valuable. We introduce a formula with a penalty factor to adjust weight distribution, requiring only one hyperparameter regardless of the number of checkpoints. Experiments on three fine-tuning tasks (mathematical reasoning, preference alignment, and general instruction tuning) show that MWA consistently produces merged models that outperform the naive uniform average of checkpoints. Notably, loss-weighted merging often yields the best results, delivering up to 5% higher task accuracy than the baseline uniform merge and even surpassing the final individual checkpoint's performance. These findings validate checkpoint merging for PEFT and demonstrate that a metric-driven weighting heuristic can efficiently boost model performance with minimal computational overhead.

  • 2 authors
·
Apr 23

Layer Swapping for Zero-Shot Cross-Lingual Transfer in Large Language Models

Model merging, such as model souping, is the practice of combining different models with the same architecture together without further training. In this work, we present a model merging methodology that addresses the difficulty of fine-tuning Large Language Models (LLMs) for target tasks in non-English languages, where task-specific data is often unavailable. We focus on mathematical reasoning and without in-language math data, facilitate cross-lingual transfer by composing language and math capabilities. Starting from the same pretrained model, we fine-tune separate "experts" on math instruction data in English and on generic instruction data in the target language. We then replace the top and bottom transformer layers of the math expert directly with layers from the language expert, which consequently enhances math performance in the target language. The resulting merged models outperform the individual experts and other merging methods on the math benchmark, MGSM, by 10% across four major languages where math instruction data is scarce. In addition, this layer swapping is simple, inexpensive, and intuitive, as it is based on an interpretative analysis of the most important parameter changes during the fine-tuning of each expert. The ability to successfully re-compose LLMs for cross-lingual transfer in this manner opens up future possibilities to combine model expertise, create modular solutions, and transfer reasoning capabilities across languages all post hoc.

  • 7 authors
·
Oct 2, 2024 3

Competition and Attraction Improve Model Fusion

Model merging is a powerful technique for integrating the specialized knowledge of multiple machine learning models into a single model. However, existing methods require manually partitioning model parameters into fixed groups for merging, which restricts the exploration of potential combinations and limits performance. To overcome these limitations, we propose Model Merging of Natural Niches (M2N2), an evolutionary algorithm with three key features: (1) dynamic adjustment of merging boundaries to progressively explore a broader range of parameter combinations; (2) a diversity preservation mechanism inspired by the competition for resources in nature, to maintain a population of diverse, high-performing models that are particularly well-suited for merging; and (3) a heuristicbased attraction metric to identify the most promising pairs of models for fusion. Our experimental results demonstrate, for the first time, that model merging can be used to evolve models entirely from scratch. Specifically, we apply M2N2 to evolve MNIST classifiers from scratch and achieve performance comparable to CMA-ES, while being computationally more efficient. Furthermore, M2N2 scales to merge specialized language and image generation models, achieving state-of-the-art performance. Notably, it preserves crucial model capabilities beyond those explicitly optimized by the fitness function, highlighting its robustness and versatility. Our code is available at https://github.com/SakanaAI/natural_niches

  • 3 authors
·
Aug 22

Parameter Competition Balancing for Model Merging

While fine-tuning pretrained models has become common practice, these models often underperform outside their specific domains. Recently developed model merging techniques enable the direct integration of multiple models, each fine-tuned for distinct tasks, into a single model. This strategy promotes multitasking capabilities without requiring retraining on the original datasets. However, existing methods fall short in addressing potential conflicts and complex correlations between tasks, especially in parameter-level adjustments, posing a challenge in effectively balancing parameter competition across various tasks. This paper introduces an innovative technique named PCB-Merging (Parameter Competition Balancing), a lightweight and training-free technique that adjusts the coefficients of each parameter for effective model merging. PCB-Merging employs intra-balancing to gauge parameter significance within individual tasks and inter-balancing to assess parameter similarities across different tasks. Parameters with low importance scores are dropped, and the remaining ones are rescaled to form the final merged model. We assessed our approach in diverse merging scenarios, including cross-task, cross-domain, and cross-training configurations, as well as out-of-domain generalization. The experimental results reveal that our approach achieves substantial performance enhancements across multiple modalities, domains, model sizes, number of tasks, fine-tuning forms, and large language models, outperforming existing model merging methods. The code is publicly available at: https://github.com/duguodong7/pcb-merging.

  • 11 authors
·
Oct 3, 2024

Expert Merging: Model Merging with Unsupervised Expert Alignment and Importance-Guided Layer Chunking

Model merging, which combines multiple domain-specialized experts into a single model, offers a practical path to endow Large Language Models (LLMs) and Multimodal Large Language Models (MLLMs) with broad capabilities without the cost of joint training or serving many models. However, training-free methods rely on hand-tuned coefficients, whereas training-based methods primarily align parameters rather than downstream task behavior and typically treat all layers uniformly, ignoring inter-layer heterogeneity. We introduce Expert Merging, a training-light method that learns a small set of layer-wise coefficients using only unlabeled calibration data. The coefficients are optimized to explicitly align the merged model's hidden states and logits with those of the corresponding experts, with a coefficient regularizer for stability and task-weighted losses for controllable trade-offs. To capture inter-layer variation, Expert Merging++ augments this design with importance-guided chunking: a normalized layer-importance metric, derived from learned coefficients, task-vector magnitudes, and parameter counts, allocates more chunk-wise coefficients to high-importance layers while keeping low-importance layers lightweight. The result is a label-free, parameter-efficient, and scalable approach to multi-expert model merging across LLMs and MLLMs. Across MLLM backbones (InternVL and Qwen2-VL) and the LLM backbone (Mistral), our method surpasses strong training-free and training-based merging baselines, with Expert Merging++ delivering further gains and, in some cases, even exceeding supervised Mixture Training. The source code is available at https://github.com/Littleor/ExpertMerging.

  • 7 authors
·
Sep 29

Localizing Task Information for Improved Model Merging and Compression

Model merging and task arithmetic have emerged as promising scalable approaches to merge multiple single-task checkpoints to one multi-task model, but their applicability is reduced by significant performance loss. Previous works have linked these drops to interference in the weight space and erasure of important task-specific features. Instead, in this work we show that the information required to solve each task is still preserved after merging as different tasks mostly use non-overlapping sets of weights. We propose TALL-masks, a method to identify these task supports given a collection of task vectors and show that one can retrieve >99% of the single task accuracy by applying our masks to the multi-task vector, effectively compressing the individual checkpoints. We study the statistics of intersections among constructed masks and reveal the existence of selfish and catastrophic weights, i.e., parameters that are important exclusively to one task and irrelevant to all tasks but detrimental to multi-task fusion. For this reason, we propose Consensus Merging, an algorithm that eliminates such weights and improves the general performance of existing model merging approaches. Our experiments in vision and NLP benchmarks with up to 20 tasks, show that Consensus Merging consistently improves existing approaches. Furthermore, our proposed compression scheme reduces storage from 57Gb to 8.2Gb while retaining 99.7% of original performance.

  • 5 authors
·
May 13, 2024

Twin-Merging: Dynamic Integration of Modular Expertise in Model Merging

In the era of large language models, model merging is a promising way to combine multiple task-specific models into a single multitask model without extra training. However, two challenges remain: (a) interference between different models and (b) heterogeneous data during testing. Traditional model merging methods often show significant performance gaps compared to fine-tuned models due to these issues. Additionally, a one-size-fits-all model lacks flexibility for diverse test data, leading to performance degradation. We show that both shared and exclusive task-specific knowledge are crucial for merging performance, but directly merging exclusive knowledge hinders overall performance. In view of this, we propose Twin-Merging, a method that encompasses two principal stages: (1) modularizing knowledge into shared and exclusive components, with compression to reduce redundancy and enhance efficiency; (2) dynamically merging shared and task-specific knowledge based on the input. This approach narrows the performance gap between merged and fine-tuned models and improves adaptability to heterogeneous data. Extensive experiments on 12 datasets for both discriminative and generative tasks demonstrate the effectiveness of our method, showing an average improvement of 28.34% in absolute normalized score for discriminative tasks and even surpassing the fine-tuned upper bound on the generative tasks. (Our implementation is available in https://github.com/LZY-the-boys/Twin-Mergin.)

  • 6 authors
·
Jun 16, 2024

Unlocking Efficient Long-to-Short LLM Reasoning with Model Merging

The transition from System 1 to System 2 reasoning in large language models (LLMs) has marked significant advancements in handling complex tasks through deliberate, iterative thinking. However, this progress often comes at the cost of efficiency, as models tend to overthink, generating redundant reasoning steps without proportional improvements in output quality. Long-to-Short (L2S) reasoning has emerged as a promising solution to this challenge, aiming to balance reasoning depth with practical efficiency. While existing approaches, such as supervised fine-tuning (SFT), reinforcement learning (RL), and prompt engineering, have shown potential, they are either computationally expensive or unstable. Model merging, on the other hand, offers a cost-effective and robust alternative by integrating the quick-thinking capabilities of System 1 models with the methodical reasoning of System 2 models. In this work, we present a comprehensive empirical study on model merging for L2S reasoning, exploring diverse methodologies, including task-vector-based, SVD-based, and activation-informed merging. Our experiments reveal that model merging can reduce average response length by up to 55% while preserving or even improving baseline performance. We also identify a strong correlation between model scale and merging efficacy with extensive evaluations on 1.5B/7B/14B/32B models. Furthermore, we investigate the merged model's ability to self-critique and self-correct, as well as its adaptive response length based on task complexity. Our findings highlight model merging as a highly efficient and effective paradigm for L2S reasoning, offering a practical solution to the overthinking problem while maintaining the robustness of System 2 reasoning. This work can be found on Github https://github.com/hahahawu/Long-to-Short-via-Model-Merging.

Harnessing Optimization Dynamics for Curvature-Informed Model Merging

Model merging is an effective post-training strategy for composing capabilities in large language models without joint retraining. We study this in the supervised fine-tuning (SFT) stage, where multiple capability-based SFT checkpoints -- spanning math, code, precise instruction following, general instruction following, and knowledge recall -- must be consolidated into a single model. We introduce Optimization Trajectory Aware (OTA) Merging, a curvature-aware aggregation that leverages optimizer second-moment statistics as a diagonal curvature proxy to reweight parameter edits and mitigate interference. Complementing OTA, we propose Fast Fisher Grafting (FFG), a curvature-driven task-localization step that sparsifies conflicting or low-importance edits. FFG induces extremely low-rank masks concentrated in early attention query/key projections and token embeddings, exploiting shared curvature across capabilities. We further develop a memory-light compression of the second moments that preserves OTA's effect. Across diverse capability-based SFT checkpoints, OTA+FFG improves merged-model quality over strong weight-space baselines, reduces negative transfer, and remains robust across sparsity levels. Analyses reveal substantial curvature overlap between checkpoints, offering a novel lens on why simple linear merging can be effective in practice. Ablations confirm that FFG is critical for reducing task interference and that the compressed second moments retain the gains of the full formulation. To facilitate reproducibility, we open-source all code, training and evaluation scripts, visualization artifacts, and capability-specific SFT checkpoints at https://github.com/pmahdavi/ota-merge.

  • 4 authors
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Sep 14

Modeling Multi-Task Model Merging as Adaptive Projective Gradient Descent

Merging multiple expert models offers a promising approach for performing multi-task learning without accessing their original data. Existing methods attempt to alleviate task conflicts by sparsifying task vectors or promoting orthogonality among them. However, they overlook the fundamental target of model merging: the merged model performs as closely as possible to task-specific models on respective tasks. We find these methods inevitably discard task-specific information that, while causing conflicts, is crucial for performance. Based on our findings, we frame model merging as a constrained optimization problem (i.e., minimizing the gap between the merged model and individual models, subject to the constraint of retaining shared knowledge) and solve it via adaptive projective gradient descent. Specifically, we align the merged model with individual models by decomposing and reconstituting the loss function, alleviating conflicts through data-free optimization of task vectors. To retain shared knowledge, we optimize this objective by projecting gradients within a shared subspace spanning all tasks. Moreover, we view merging coefficients as adaptive learning rates and propose a task-aware, training-free strategy. Experiments show that our plug-and-play approach consistently outperforms previous methods, achieving state-of-the-art results across diverse architectures and tasks in both vision and NLP domains.

  • 6 authors
·
Jan 2

Resolving Interference When Merging Models

Transfer learning - i.e., further fine-tuning a pre-trained model on a downstream task - can confer significant advantages, including improved downstream performance, faster convergence, and better sample efficiency. These advantages have led to a proliferation of task-specific fine-tuned models, which typically can only perform a single task and do not benefit from one another. Recently, model merging techniques have emerged as a solution to combine multiple task-specific models into a single multitask model without performing additional training. However, existing merging methods often ignore the interference between parameters of different models, resulting in large performance drops when merging multiple models. In this paper, we demonstrate that prior merging techniques inadvertently lose valuable information due to two major sources of interference: (a) interference due to redundant parameter values and (b) disagreement on the sign of a given parameter's values across models. To address this, we propose our method, TrIm, Elect Sign & Merge (TIES-Merging), which introduces three novel steps when merging models: (1) resetting parameters that only changed a small amount during fine-tuning, (2) resolving sign conflicts, and (3) merging only the parameters that are in alignment with the final agreed-upon sign. We find that TIES-Merging outperforms several existing methods in diverse settings covering a range of modalities, domains, number of tasks, model sizes, architectures, and fine-tuning settings. We further analyze the impact of different types of interference on model parameters, highlight the importance of resolving sign interference. Our code is available at https://github.com/prateeky2806/ties-merging

  • 5 authors
·
Jun 2, 2023 1

Concrete Subspace Learning based Interference Elimination for Multi-task Model Fusion

Merging models fine-tuned from a common, extensively pre-trained large model but specialized for different tasks has been demonstrated as a cheap and scalable strategy to construct a multi-task model that performs well across diverse tasks. Recent research, exemplified by task arithmetic, highlights that this multi-task model can be derived through arithmetic operations on task vectors. Nevertheless, current merging techniques frequently resolve potential conflicts among parameters from task-specific models by evaluating individual attributes, such as the parameters' magnitude or sign, overlooking their collective impact on the overall functionality of the model. In this work, we propose the CONtinuous relaxation of disCRETE (Concrete) subspace learning method to identify a common low-dimensional subspace and utilize its shared information to track the interference problem without sacrificing much performance. Specifically, we model the problem as a bi-level optimization problem and introduce a meta-learning framework to find the Concrete subspace mask through gradient-based techniques. At the upper level, we focus on learning a shared Concrete mask to identify the subspace, while at the inner level, model merging is performed to maximize the performance of the merged model. We conduct extensive experiments on both vision domain and language domain, and the results demonstrate the effectiveness of our method. The code is available at https://github.com/tanganke/subspace_fusion

  • 7 authors
·
Dec 11, 2023

LiNeS: Post-training Layer Scaling Prevents Forgetting and Enhances Model Merging

Fine-tuning pre-trained models has become the standard approach to endow them with specialized knowledge, but it poses fundamental challenges. In particular, (i) fine-tuning often leads to catastrophic forgetting, where improvements on a target domain degrade generalization on other tasks, and (ii) merging fine-tuned checkpoints from disparate tasks can lead to significant performance loss. To address these challenges, we introduce LiNeS, Layer-increasing Network Scaling, a post-training editing technique designed to preserve pre-trained generalization while enhancing fine-tuned task performance. LiNeS scales parameter updates linearly based on their layer depth within the network, maintaining shallow layers close to their pre-trained values to preserve general features while allowing deeper layers to retain task-specific representations. In multi-task model merging scenarios, layer-wise scaling of merged parameters reduces negative task interference. LiNeS demonstrates significant improvements in both single-task and multi-task settings across various benchmarks in vision and natural language processing. It mitigates forgetting, enhances out-of-distribution generalization, integrates seamlessly with existing multi-task model merging baselines improving their performance across benchmarks and model sizes, and can boost generalization when merging LLM policies aligned with different rewards via RLHF. Our method is simple to implement, computationally efficient and complementary to many existing techniques. Our source code is available at https://github.com/wang-kee/LiNeS

  • 6 authors
·
Oct 22, 2024

Model Unmerging: Making Your Models Unmergeable for Secure Model Sharing

Model merging leverages multiple finetuned expert models to construct a multi-task model with low cost, and is gaining increasing attention. However, as a growing number of finetuned models become publicly available, concerns about the safety of model merging have emerged. Unauthorized merging may infringe on developers' rights and risk leaking sensitive personal information. Most existing methods focus on detecting whether a merged model originates from a specific source model, but fail to effectively prevent illegal merging. In this paper, we propose MergeLock, an active protection mechanism that disrupts model parameters to render them unmergeable, thereby directly preventing unauthorized model merging. Specifically, leveraging the inherent symmetry of the attention mechanism in Transformer-based models, we randomly sample two pairs of invertible matrices and apply them to the Query-Key (QK) and Value-Output (VO) branches. This transformation keeps the model's output unchanged while pushing it away from the shared parameter space of other finetuned models. Extensive experiments across both vision and language tasks demonstrate that MergeLock can degrade the performance of merged models by over 95% when a protected model is involved in most cases, demonstrating its effectiveness. Moreover, we further demonstrate that merged models protected by MergeLock cannot be effectively recovered using low-cost restoration methods, further enhancing robustness against unauthorized merging. The code is available at https://github.com/hetailang/Merge-Lock.

  • 5 authors
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Sep 1

Branch-Train-Merge: Embarrassingly Parallel Training of Expert Language Models

We present Branch-Train-Merge (BTM), a communication-efficient algorithm for embarrassingly parallel training of large language models (LLMs). We show it is possible to independently train subparts of a new class of LLMs on different subsets of the data, eliminating the massive multi-node synchronization currently required to train LLMs. BTM learns a set of independent expert LMs (ELMs), each specialized to a different textual domain, such as scientific or legal text. These ELMs can be added and removed to update data coverage, ensembled to generalize to new domains, or averaged to collapse back to a single LM for efficient inference. New ELMs are learned by branching from (mixtures of) ELMs in the current set, further training the parameters on data for the new domain, and then merging the resulting model back into the set for future use. Experiments show that BTM improves in- and out-of-domain perplexities as compared to GPT-style Transformer LMs, when controlling for training cost. Through extensive analysis, we show that these results are robust to different ELM initialization schemes, but require expert domain specialization; LM ensembles with random data splits do not perform well. We also present a study of scaling BTM into a new corpus of 64 domains (192B whitespace-separated tokens in total); the resulting LM (22.4B total parameters) performs as well as a Transformer LM trained with 2.5 times more compute. These gains grow with the number of domains, suggesting more aggressive parallelism could be used to efficiently train larger models in future work.

  • 7 authors
·
Aug 5, 2022

RCP-Merging: Merging Long Chain-of-Thought Models with Domain-Specific Models by Considering Reasoning Capability as Prior

Large Language Models (LLMs) with long chain-of-thought (CoT) capability, termed Reasoning Models, demonstrate superior intricate problem-solving abilities through multi-step long CoT reasoning. To create a dual-capability model with long CoT capability and domain-specific knowledge without substantial computational and data costs, model merging emerges as a highly resource-efficient method. However, significant challenges lie in merging domain-specific LLMs with long CoT ones since nowadays merging methods suffer from reasoning capability degradation, even gibberish output and output collapse. To overcome this, we introduce RCP-Merging: Merging Long Chain-of-Thought Models with Domain-Specific Models by Considering Reasoning Capability as Prior, a novel merging framework designed to integrate domain-specific LLMs with long CoT capability, meanwhile maintaining model performance in the original domain. Treating reasoning model weights as foundational prior, our method utilizes a reasoning capability indicator to preserve core long CoT capability model weights while selectively merging essential domain-specific weights. We conducted extensive experiments on Qwen2.5-7B, Llama3.1-8B, and Qwen2.5-1.5B models in BioMedicine and Finance domains. Our results show that RCP-Merging successfully merges a reasoning model with domain-specific ones, improving domain task performance by 9.5% and 9.2% over state-of-the-art methods, without significantly harming the original long CoT reasoning capability.

  • 5 authors
·
Aug 5

Fine-tuning large language models for domain adaptation: Exploration of training strategies, scaling, model merging and synergistic capabilities

The advancement of Large Language Models (LLMs) for domain applications in fields such as materials science and engineering depends on the development of fine-tuning strategies that adapt models for specialized, technical capabilities. In this work, we explore the effects of Continued Pretraining (CPT), Supervised Fine-Tuning (SFT), and various preference-based optimization approaches, including Direct Preference Optimization (DPO) and Odds Ratio Preference Optimization (ORPO), on fine-tuned LLM performance. Our analysis shows how these strategies influence model outcomes and reveals that the merging of multiple fine-tuned models can lead to the emergence of capabilities that surpass the individual contributions of the parent models. We find that model merging leads to new functionalities that neither parent model could achieve alone, leading to improved performance in domain-specific assessments. Experiments with different model architectures are presented, including Llama 3.1 8B and Mistral 7B models, where similar behaviors are observed. Exploring whether the results hold also for much smaller models, we use a tiny LLM with 1.7 billion parameters and show that very small LLMs do not necessarily feature emergent capabilities under model merging, suggesting that model scaling may be a key component. In open-ended yet consistent chat conversations between a human and AI models, our assessment reveals detailed insights into how different model variants perform and show that the smallest model achieves a high intelligence score across key criteria including reasoning depth, creativity, clarity, and quantitative precision. Other experiments include the development of image generation prompts based on disparate biological material design concepts, to create new microstructures, architectural concepts, and urban design based on biological materials-inspired construction principles.

  • 3 authors
·
Sep 5, 2024

ElasticMoE: An Efficient Auto Scaling Method for Mixture-of-Experts Models

Mixture-of-Experts (MoE) models promise efficient scaling of large language models (LLMs) by activating only a small subset of experts per token, but their parallelized inference pipelines make elastic serving challenging. Existing strategies fall short: horizontal scaling provisions entire replicas of the current configuration, often tens to hundreds of accelerators, leading to coarse granularity, long provisioning delays, and costly overprovisioning. Vertical scaling offers finer adjustments but typically requires instance restarts, incurring downtime. These limitations make current approaches ill-suited for the bursty, short-lived traffic patterns common in cloud deployments. We present ElasticMoE, an elastic scaling framework for MoE LLMs that achieves fine-grained, low-latency, and zero-downtime scaling. ElasticMoE decouples inference execution from memory operations, enabling scaling steps to proceed concurrently with serving. An HBM Management Module (HMM) reuses weights and KV caches via zero-copy remapping, while high-bandwidth peer-to-peer transfers bring newly added accelerators online without interrupting service. A virtual memory based expert redistribution mechanism migrates MoE experts without costly buffer reallocations, reducing peak memory usage during expert parallelism reconfiguration. Our evaluation on Ascend NPUs with three popular MoE LLMs shows that ElasticMoE achieves up to 9x lower scale-up latency, up to 2x better throughput during scaling, and significantly improves SLO attainment compared to baselines. By enabling fine-grained, concurrent scaling with minimal disruption, ElasticMoE advances the practicality of deploying massive MoE LLMs in dynamic cloud environments.

  • 10 authors
·
Oct 2

AdaMerging: Adaptive Model Merging for Multi-Task Learning

Multi-task learning (MTL) aims to empower a model to tackle multiple tasks simultaneously. A recent development known as task arithmetic has revealed that several models, each fine-tuned for distinct tasks, can be directly merged into a single model to execute MTL without necessitating a retraining process using the initial training data. Nevertheless, this direct addition of models often leads to a significant deterioration in the overall performance of the merged model. This decline occurs due to potential conflicts and intricate correlations among the multiple tasks. Consequently, the challenge emerges of how to merge pre-trained models more effectively without using their original training data. This paper introduces an innovative technique called Adaptive Model Merging (AdaMerging). This approach aims to autonomously learn the coefficients for model merging, either in a task-wise or layer-wise manner, without relying on the original training data. Specifically, our AdaMerging method operates as an automatic, unsupervised task arithmetic scheme. It leverages entropy minimization on unlabeled test samples from the multi-task setup as a surrogate objective function to iteratively refine the merging coefficients of the multiple models. Our experimental findings across eight tasks demonstrate the efficacy of the AdaMerging scheme we put forth. Compared to the current state-of-the-art task arithmetic merging scheme, AdaMerging showcases a remarkable 11\% improvement in performance. Notably, AdaMerging also exhibits superior generalization capabilities when applied to unseen downstream tasks. Furthermore, it displays a significantly enhanced robustness to data distribution shifts that may occur during the testing phase.

  • 7 authors
·
Oct 4, 2023

Evolutionary Optimization of Model Merging Recipes

We present a novel application of evolutionary algorithms to automate the creation of powerful foundation models. While model merging has emerged as a promising approach for LLM development due to its cost-effectiveness, it currently relies on human intuition and domain knowledge, limiting its potential. Here, we propose an evolutionary approach that overcomes this limitation by automatically discovering effective combinations of diverse open-source models, harnessing their collective intelligence without requiring extensive additional training data or compute. Our approach operates in both parameter space and data flow space, allowing for optimization beyond just the weights of the individual models. This approach even facilitates cross-domain merging, generating models like a Japanese LLM with Math reasoning capabilities. Surprisingly, our Japanese Math LLM achieved state-of-the-art performance on a variety of established Japanese LLM benchmarks, even surpassing models with significantly more parameters, despite not being explicitly trained for such tasks. Furthermore, a culturally-aware Japanese VLM generated through our approach demonstrates its effectiveness in describing Japanese culture-specific content, outperforming previous Japanese VLMs. This work not only contributes new state-of-the-art models back to the open-source community, but also introduces a new paradigm for automated model composition, paving the way for exploring alternative, efficient approaches to foundation model development.

  • 5 authors
·
Mar 19, 2024 4

A Comparative Analysis of Instruction Fine-Tuning LLMs for Financial Text Classification

Large Language Models (LLMs) have demonstrated impressive capabilities across diverse Natural Language Processing (NLP) tasks, including language understanding, reasoning, and generation. However, general-domain LLMs often struggle with financial tasks due to the technical and specialized nature of financial texts. This study investigates the efficacy of instruction fine-tuning smaller-scale LLMs, including Mistral-7B, Llama3-8B, and Phi3-mini, to enhance their performance in financial text classification tasks. We fine-tuned both instruction-tuned and base models across four financial classification tasks, achieving significant improvements in task-specific performance. Furthermore, we evaluated the zero-shot capabilities of these fine-tuned models on three unseen complex financial tasks, including argument classification, deal completeness classification, and causal classification. Our results indicate while base model fine-tuning led to greater degradation, instruction-tuned models maintained more robust performance. To address this degradation, we employed model merging techniques, integrating single-task domain-specific fine-tuned models with the base model. Using this merging method resulted in significant enhancements in zero-shot performance, even exceeding the original model's accuracy on certain datasets. Our findings underscore the effectiveness of instruction fine-tuning and model merging for adapting LLMs to specialized financial text classification tasks.

  • 3 authors
·
Nov 4, 2024

Merging LoRAs like Playing LEGO: Pushing the Modularity of LoRA to Extremes Through Rank-Wise Clustering

Low-Rank Adaptation (LoRA) has emerged as a popular technique for fine-tuning large language models (LLMs) to various domains due to its modular design and widespread availability on platforms like Huggingface. This modularity has sparked interest in combining multiple LoRAs to enhance LLM capabilities. However, existing methods for LoRA composition primarily focus on task-specific adaptations that require additional training, and current model merging techniques often fail to fully leverage LoRA's modular nature, leading to parameter interference and performance degradation. In this paper, we investigate the feasibility of disassembling and reassembling multiple LoRAs at a finer granularity, analogous to assembling LEGO blocks. We introduce the concept of Minimal Semantic Units (MSUs), where the parameters corresponding to each rank in LoRA function as independent units. These MSUs demonstrate permutation invariance and concatenation-summation equivalence properties, enabling flexible combinations to create new LoRAs. Building on these insights, we propose the LoRA-LEGO framework. This framework conducts rank-wise parameter clustering by grouping MSUs from different LoRAs into k clusters. The centroid of each cluster serves as a representative MSU, enabling the assembly of a merged LoRA with an adjusted rank of k. Additionally, we apply a dual reweighting strategy to optimize the scale of the merged LoRA. Experiments across various benchmarks demonstrate that our method outperforms existing approaches in LoRA merging.

  • 8 authors
·
Sep 24, 2024

Mix Data or Merge Models? Balancing the Helpfulness, Honesty, and Harmlessness of Large Language Model via Model Merging

Achieving balanced alignment of large language models (LLMs) in terms of Helpfulness, Honesty, and Harmlessness (3H optimization) constitutes a cornerstone of responsible AI, with existing methods like data mixture strategies facing limitations including reliance on expert knowledge and conflicting optimization signals. While model merging offers a promising alternative by integrating specialized models, its potential for 3H optimization remains underexplored. This paper establishes the first comprehensive benchmark for model merging in 3H-aligned LLMs, systematically evaluating 15 methods (12 training-free merging and 3 data mixture techniques) across 10 datasets associated with 5 annotation dimensions, 2 LLM families, and 2 training paradigms. Our analysis reveals three pivotal insights: (i) previously overlooked collaborative/conflicting relationships among 3H dimensions, (ii) the consistent superiority of model merging over data mixture approaches in balancing alignment trade-offs, and (iii) the critical role of parameter-level conflict resolution through redundant component pruning and outlier mitigation. Building on these findings, we propose R-TSVM, a Reweighting-enhanced Task Singular Vector Merging method that incorporates outlier-aware parameter weighting and sparsity-adaptive rank selection strategies adapted to the heavy-tailed parameter distribution and sparsity for LLMs, further improving LLM alignment across multiple evaluations. We release our trained models for further exploration.

  • 12 authors
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Feb 8