metadata

language: en
tags:
  - Clsssification
license: apache-2.0
datasets:
  - tensorflow
  - numpy
  - keras
  - pandas
  - openpyxl
  - gensin
  - contractions
  - nltk
  - spacy
thumbnail: https://github.com/Marcosdib/S2Query/Classification_Architecture_model.png

MCTI Text Classification Task (uncased) DRAFT

Disclaimer:

According to the abstract,

Text classification is a traditional problem in Natural Language Processing (NLP). Most of the state-of-the-art implementations require high-quality, voluminous, labeled data. Pre- trained models on large corpora have shown beneficial for text classification and other NLP tasks, but they can only take a limited amount of symbols as input. This is a real case study that explores different machine learning strategies to classify a small amount of long, unstructured, and uneven data to find a proper method with good performance. The collected data includes texts of financing opportunities the international R&D funding organizations provided on theirwebsites. The main goal is to find international R&D funding eligible for Brazilian researchers, sponsored by the Ministry of Science, Technology and Innovation. We use pre-training and word embedding solutions to learn the relationship of the words from other datasets with considerable similarity and larger scale. Then, using the acquired features, based on the available dataset from MCTI, we apply transfer learning plus deep learning models to improve the comprehension of each sentence. Compared to the baseline accuracy rate of 81%, based on the available datasets, and the 85% accuracy rate achieved through a Transformer-based approach, the Word2Vec-based approach improved the accuracy rate to 88%. The research results serve as asuccessful case of artificial intelligence in a federal government application.

This model focus on a more specific problem, creating a Research Financing Products Portfolio (FPP) outside ofthe Union budget, supported by the Brazilian Ministry of Science, Technology, and Innovation (MCTI). It was introduced in "Using transfer learning to classify long unstructured texts with small amounts of labeled data" and first released in this repository. This model is uncased: it does not make a difference between english and English.

Model description

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Model variations

With the motivation to increase accuracy obtained with baseline implementation, we implemented a transfer learning strategy under the assumption that small data available for training was insufficient for adequate embedding training. In this context, we considered two approaches:

i) pre-training wordembeddings using similar datasets for text classification; ii) using transformers and attention mechanisms (Longformer) to create contextualized embeddings.

XXXX has originally been released in base and large variations, for cased and uncased input text. The uncased models also strips out an accent markers. Chinese and multilingual uncased and cased versions followed shortly after.
Modified preprocessing with whole word masking has replaced subpiece masking in a following work, with the release of two models.

Other 24 smaller models are released afterward.

The detailed release history can be found on the here on github.

Table 1:

Model	#params	Language
[`mcti-base-uncased`]	110M	English
[`mcti-large-uncased`]	340M	English
[`mcti-base-cased`]	110M	English
[`mcti-large-cased`]	110M	Chinese
[`-base-multilingual-cased`]	110M	Multiple

Table 2:

Dataset	Compatibility to base*
Labeled MCTI	100%
Full MCTI	100%
BBC News Articles	56.77%
New unlabeled MCTI	75.26%

Intended uses

You can use the raw model for either masked language modeling or next sentence prediction, but it's mostly intended to be fine-tuned on a downstream task. See the model hub to look for fine-tuned versions of a task that interests you.

Note that this model is primarily aimed at being fine-tuned on tasks that use the whole sentence (potentially masked) to make decisions, such as sequence classification, token classification or question answering. For tasks such as text generation you should look at model like XXX.

How to use

You can use this model directly with a pipeline for masked language modeling:

>>> from transformers import pipeline
>>> unmasker = pipeline('fill-mask', model='bert-base-uncased')
>>> unmasker("Hello I'm a [MASK] model.")

[{'sequence': "[CLS] hello i'm a fashion model. [SEP]",
  'score': 0.1073106899857521,
  'token': 4827,
  'token_str': 'fashion'},
 {'sequence': "[CLS] hello i'm a fine model. [SEP]",
  'score': 0.027095865458250046,
  'token': 2986,
  'token_str': 'fine'}]

Here is how to use this model to get the features of a given text in PyTorch:

from transformers import BertTokenizer, BertModel
tokenizer = BertTokenizer.from_pretrained('bert-base-uncased')
model = BertModel.from_pretrained("bert-base-uncased")
text = "Replace me by any text you'd like."
encoded_input = tokenizer(text, return_tensors='pt')
output = model(**encoded_input)

and in TensorFlow:

from transformers import BertTokenizer, TFBertModel
tokenizer = BertTokenizer.from_pretrained('bert-base-uncased')
model = TFBertModel.from_pretrained("bert-base-uncased")
text = "Replace me by any text you'd like."
encoded_input = tokenizer(text, return_tensors='tf')
output = model(encoded_input)

Limitations and bias

Even if the training data used for this model could be characterized as fairly neutral, this model can have biased predictions:

>>> from transformers import pipeline
>>> unmasker = pipeline('fill-mask', model='bert-base-uncased')
>>> unmasker("The man worked as a [MASK].")

[{'sequence': '[CLS] the man worked as a carpenter. [SEP]',
  'score': 0.09747550636529922,
  'token': 10533,
  'token_str': 'carpenter'},
 {'sequence': '[CLS] the man worked as a salesman. [SEP]',
  'score': 0.037680890411138535,
  'token': 18968,
  'token_str': 'salesman'}]

>>> unmasker("The woman worked as a [MASK].")

[{'sequence': '[CLS] the woman worked as a nurse. [SEP]',
  'score': 0.21981462836265564,
  'token': 6821,
  'token_str': 'nurse'},
 {'sequence': '[CLS] the woman worked as a cook. [SEP]',
  'score': 0.03042375110089779,
  'token': 5660,
  'token_str': 'cook'}]

This bias will also affect all fine-tuned versions of this model.

Training data

The BERT model was pretrained on BookCorpus, a dataset consisting of 11,038 unpublished books and English Wikipedia (excluding lists, tables and headers).

Training procedure

Preprocessing

Pre-processing was used to standardize the texts for the English language, reduce the number of insignificant tokens and optimize the training of the models.

The following assumptions were considered:

The Data Entry base is obtained from the result of goal 4.
Labeling (Goal 4) is considered true for accuracy measurement purposes;
Preprocessing experiments compare accuracy in a shallow neural network (SNN);
Pre-processing was investigated for the classification goal.

From the Database obtained in Meta 4, stored in the project's GitHub, a Notebook was developed in Google Colab to implement the pre-processing code, which also can be found on the project's GitHub.

Several Python packages were used to develop the preprocessing code:

Table 3: Python packages used

Objective	Package
Resolve contractions and slang usage in text	contractions
Natural Language Processing	nltk
Others data manipulations and calculations included in Python 3.10: io, json, math, re (regular expressions), shutil, time, unicodedata;	numpy
Data manipulation and analysis	pandas
http library	requests
Training model	scikit-learn
Machine learning	tensorflow
Machine learning	keras
Translation from multiple languages to English	translators

As detailed in the notebook on GitHub, in the pre-processing, code was created to build and evaluate 8 (eight) different bases, derived from the base of goal 4, with the application of the methods shown in Figure 2.

Table 4: Preprocessing methods evaluated

id	Experiments
Base	Original Texts
xp1	Expand Contractions
xp2	Expand Contractions + Convert text to lowercase
xp3	Expand Contractions + Remove Punctuation
xp4	Expand Contractions + Remove Punctuation + Convert text to lowercase
xp5	xp4 + Stemming
xp6	xp4 + Lemmatization
xp7	xp4 + Stemming + Stopwords Removal
xp8	ap4 + Lemmatization + Stopwords Removal

First, the treatment of punctuation and capitalization was evaluated. This phase resulted in the construction and
evaluation of the first four bases (xp1, xp2, xp3, xp4).

Then, the content simplification was evaluated, from the xp4 base, considering stemming (xp5), stemming (xp6), stemming + stopwords removal (xp7), and stemming + stopwords removal (xp8).

All eight bases were evaluated to classify the eligibility of the opportunity, through the training of a shallow neural network (SNN – Shallow Neural Network). The metrics for the eight bases were evaluated. The results are
shown in Table 5.

Table 5: Results obtained in Preprocessing

id	Experiment	acurácia	f1-score	recall	precision	Média(s)	N_tokens	max_lenght
Base	Original Texts	89,78%	84,20%	79,09%	90,95%	417,772	23788	5636
xp1	Expand Contractions	88,71%	81,59%	71,54%	97,33%	414,715	23768	5636
xp2	Expand Contractions + Convert text to lowercase	90,32%	85,64%	77,19%	97,44%	368,375	20322	5629
xp3	Expand Contractions + Remove Punctuation	91,94%	87,73%	79,66%	98,72%	386,650	22121	4950
xp4	Expand Contractions + Remove Punctuation + Convert text to lowercase	90,86%	86,61%	80,85%	94,25%	326,830	18616	4950
xp5	xp4 + Stemming	91,94%	87,68%	78,47%	100,00%	257,960	14319	4950
xp6	xp4 + Lemmatization	89,78%	85,06%	79,66%	91,87%	282,645	16194	4950
xp7	xp4 + Stemming + Stopwords Removal	92,47%	88,46%	79,66%	100,00%	210,320	14212	2817
xp8	ap4 + Lemmatization + Stopwords Removal	92,47%	88,46%	79,66%	100,00%	225,580	16081	2726

Even so, between these two excellent options, one can judge which one to choose. XP7: It has less training time, less number of unique tokens. XP8: It has smaller maximum sizes. In this case, the criterion used for the choice was the computational cost required to train the vector representation models (word-embedding, sentence-embeddings, document-embedding). The training time is so close that it did not have such a large weight for the analysis.

As a last step, a spreadsheet was generated for the model (xp8) with the fields opo_pre and opo_pre_tkn, containing the preprocessed text in sentence format and tokens, respectively. This database was made available on the project's GitHub with the inclusion of columns opo_pre (text) and opo_pre_tkn (tokenized).

Pretraining

The model was trained on 4 cloud TPUs in Pod configuration (16 TPU chips total) for one million steps with a batch size of 256. The sequence length was limited to 128 tokens for 90% of the steps and 512 for the remaining 10%. The optimizer used is Adam with a learning rate of 1e-4, $\beta_{1} = 0.9$ and $\beta_{2} = 0.999$ , a weight decay of 0.01, learning rate warmup for 10,000 steps and linear decay of the learning rate after.

Evaluation results

Model training with Word2Vec embeddings

Now we have a pre-trained model of word2vec embeddings that has already learned relevant meaningsfor our classification problem. We can couple it to our classification models (Fig. 4), realizing transferlearning and then training the model with the labeled data in a supervised manner. The new coupled model can be seen in Figure 5 under word2vec model training. The Table 3 shows the obtained results with related metrics. With this implementation, we achieved new levels of accuracy with 86% for the CNN architecture and 88% for the LSTM architecture.

Table 6: Results from Pre-trained WE + ML models

ML Model	Accuracy	F1 Score	Precision	Recall
NN	0.8269	0.8545	0.8392	0.8712
DNN	0.7115	0.7794	0.7255	0.8485
CNN	0.8654	0.9083	0.8486	0.9773
LSTM	0.8846	0.9139	0.9056	0.9318

Transformer-based implementation

Another way we used pre-trained vector representations was by use of a Longformer (Beltagy et al., 2020). We chose it because of the limitation of the first generation of transformers and BERT-based architectures involving the size of the sentences: the maximum of 512 tokens. The reason behind that limitation is that the self-attention mechanism scale quadratically with the input sequence length O(n2) (Beltagy et al., 2020). The Longformer allowed the processing sequences of a thousand characters without facing the memory bottleneck of BERT-like architectures and achieved SOTA in several benchmarks.

For our text length distribution in Figure 3, if we used a Bert-based architecture with a maximum length of 512, 99 sentences would have to be truncated and probably miss some critical information. By comparison, with the Longformer, with a maximum length of 4096, only eight sentences will have their information shortened.

To apply the Longformer, we used the pre-trained base (available on the link) that was previously trained with a combination of vast datasets as input to the model, as shown in figure 5 under Longformer model training. After coupling to our classification models, we realized supervised training of the whole model. At this point, only transfer learning was applied since more computational power was needed to realize the fine-tuning of the weights. The results with related metrics can be viewed in table 4. This approach achieved adequate accuracy scores, above 82% in all implementation architectures.

Table 7: Results from Pre-trained Longformer + ML models

ML Model	Accuracy	F1 Score	Precision	Recall
NN	0.8269	0.8754	0.7950	0.9773
DNN	0.8462	0.8776	0.8474	0.9123
CNN	0.8462	0.8776	0.8474	0.9123
LSTM	0.8269	0.8801	0.8571	0.9091

Checkpoints

Examples
Implementation Notes
Usage Example
...

Config

Tokenizer

Training data

Training procedure

Preprocessing

Pretraining

Evaluation results

Benchmarks

BibTeX entry and citation info

@conference{webist22,
author       ={Carlos Rocha. and Marcos Dib. and Li Weigang. and Andrea Nunes. and Allan Faria. and Daniel Cajueiro.
               and Maísa {Kely de Melo}. and Victor Celestino.},
title        ={Using Transfer Learning To Classify Long Unstructured Texts with Small Amounts of Labeled Data},
booktitle    ={Proceedings of the 18th International Conference on Web Information Systems and Technologies - WEBIST,},
year         ={2022},
pages        ={201-213},
publisher    ={SciTePress},
organization ={INSTICC},
doi          ={10.5220/0011527700003318},
isbn         ={978-989-758-613-2},
issn         ={2184-3252},
}