The rise of large language models (LLMs) has created a significant disparity: industrial research labs with their computational resources, expert teams, and advanced infrastructures, can effectively fine-tune LLMs, while individual developers and small organizations face barriers due to limited resources to effectively explore the experiment space. In this paper, we aim to bridge this gap by presenting a comprehensive study on supervised fine-tuning of LLMs using instruction-tuning datasets spanning diverse knowledge domains and skills. We focus on small-sized LLMs (3B to 7B parameters) for their cost-efficiency and accessibility. We explore various training configurations and strategies across four open-source pre-trained models. We provide detailed documentation of these configurations, revealing findings that challenge several common training practices, including hyperparameter recommendations from TULU and phased training recommended by Orca. The code used for the experiments can be found here: https://github.com/instructlab/training. Key insights from our work include: (i) larger batch sizes paired with lower learning rates lead to improved model performance on benchmarks such as MMLU, MTBench, and Open LLM Leaderboard; (ii) early-stage training dynamics, such as lower gradient norms and higher loss values, are strong indicators of better final model performance, allowing for early termination of sub-optimal runs and significant computational savings; (iii) through a thorough exploration of hyperparameters like warmup steps and learning rate schedules, we provide guidance for practitioners and find that certain simplifications do not compromise performance; and (iv) we observe no significant difference in performance between phased (sequentially training on data divided into phases) and stacked (training on the entire dataset at once) strategies, but stacked training is simpler and more sample efficient. With these findings holding robustly across datasets as well as model families and sizes, we hope this study serves as a guide for practitioners fine-tuning small LLMs and promotes a more inclusive research environment for LLM development.

Large language models (LLMs) have achieved significant performance gains via scaling up model sizes and/or data. However, recent evidence suggests diminishing returns from such approaches, motivating a pivot to scaling test-time compute. Existing deterministic inference-time scaling methods, usually with reward models, cast the task as a search problem, but suffer from a key limitation: early pruning. Due to inherently imperfect reward models, promising trajectories may be discarded prematurely, leading to suboptimal performance. We propose a novel inference-time scaling approach by adapting particle-based Monte Carlo methods. Our method maintains a diverse set of candidates and robustly balances exploration and exploitation. Our empirical evaluation demonstrates that our particle filtering methods have a 4--16x better scaling rate over deterministic search counterparts on both various challenging mathematical and more general reasoning tasks. Using our approach, we show that Qwen2.5-Math-1.5B-Instruct surpasses GPT-4o accuracy in only 4 rollouts, while Qwen2.5-Math-7B-Instruct scales to o1 level accuracy in only 32 rollouts. Our work not only presents an effective method to inference-time scaling, but also connects rich literature in probabilistic inference with inference-time scaling of LLMs to develop more robust algorithms in future work.

Distribution matching methods for language model alignment such as Generation with Distributional Control (GDC) and Distributional Policy Gradient (DPG) have not received the same level of attention in reinforcement learning from human feedback (RLHF) as contrastive methods such as Sequence Likelihood Calibration (SLiC), Direct Preference Optimization (DPO) and its variants. We identify high variance of the gradient estimate as the primary reason for the lack of success of these methods and propose a self-normalized baseline to reduce the variance. We further generalize the target distribution in DPG, GDC and DPO by using Bayes' rule to define the reward-conditioned posterior. The resulting approach, referred to as BRAIn - Bayesian Reward-conditioned Amortized Inference acts as a bridge between distribution matching methods and DPO and significantly outperforms prior art in summarization and Antropic HH tasks.

Paulina Toro Isaza, Guangxuan Xu, Toye Oloko, Yufang Hou, Nanyun Peng, Dakuo Wang. Proceedings of the 61st Annual Meeting of the Association for Computational Linguistics (Volume 1: Long Papers). 2023.

Current large-scale language models can be politically biased as a result of the data they are trained on, potentially causing serious problems when they are deployed in real-world settings. In this paper, we describe metrics for measuring political bias in GPT-2 generation and propose a reinforcement learning (RL) framework for mitigating political biases in generated text. By using rewards from word embeddings or a classifier, our RL framework guides debiased generation without having access to the training data or requiring the model to be retrained. In empirical experiments on three attributes sensitive to political bias (gender, location, and topic), our methods reduced bias according to both our metrics and human evaluation, while maintaining readability and semantic coherence.

Data augmentation is proven to be effective in many NLU tasks, especially for those suffering from data scarcity.In this paper, we present a powerful and easy to deploy text augmentation framework, Data Boost, which augments data through reinforcement learning guided conditional generation.We evaluate Data Boost on three diverse text classification tasks under five different classifier architectures.The result shows that Data Boost can boost the performance of classifiers especially in low-resource data scenarios.For instance, Data Boost improves F1 for the three tasks by 8.7% on average when given only 10% of the whole data for training.We also compare Data Boost with six prior text augmentation methods.Through human evaluations (N =178), we confirm that Data Boost augmentation has comparable quality as the original data with respect to readability and class consistency.