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Instruction Complexity-Aware LoRA Routing

A mixture-of-LoRA-experts system that dynamically routes instruction queries to specialized adapters based on task complexity estimation. The approach trains multiple LoRA modules on complexity-stratified subsets of the Alpaca dataset and learns a lightweight neural router that predicts which expert(s) to activate based on linguistic complexity features extracted via spaCy.

Architecture

                    ┌──────────────────────┐
                    │  Input Instruction    │
                    └──────────┬───────────┘
                               │
                    ┌──────────▼───────────┐
                    │  Complexity Analyzer  │  spaCy-based linguistic features
                    │  (syntactic depth,    │  (dependency depth, entity density,
                    │   vocabulary, etc.)   │   clause count, readability, etc.)
                    └──────────┬───────────┘
                               │
                    ┌──────────▼───────────┐
                    │    Neural Router      │  MLP with softmax routing
                    │  (256-dim hidden)     │
                    └──────────┬───────────┘
                      ┌────────┼────────┐
                      │        │        │
               ┌──────▼──┐ ┌──▼─────┐ ┌▼────────┐
               │ Expert 0 │ │Expert 1│ │ Expert 2 │
               │ (Simple) │ │ (Med)  │ │(Complex) │
               │ LoRA r=16│ │LoRA r=16│ │LoRA r=16│
               └──────────┘ └────────┘ └──────────┘
                      (GPT-2 base model)

Components

  • Complexity Analyzer: Computes multi-dimensional instruction complexity using spaCy NLP features (syntactic depth, named entity density, vocabulary richness, clause structure, readability scores)
  • Data Stratifier: Assigns instructions to complexity tiers (simple/medium/complex) using configurable thresholds
  • LoRA Experts: 3 specialized PEFT/LoRA adapters (rank=16, alpha=32) targeting GPT-2 attention layers (c_attn, c_proj), each trained on a complexity-stratified subset
  • Neural Router: A learned 256-dim MLP that routes inputs to the appropriate expert based on extracted features and complexity scores

Training Results

Trained on 52K instruction-response pairs from the Alpaca dataset using an NVIDIA RTX 4090 GPU. Total training time was approximately 2.5 hours across 5 epochs with three-phase optimization (router-only, expert-only, joint training).

Training Configuration

Parameter Value
Base Model GPT-2 (124M params)
LoRA Parameters 3 independent experts x ~1.6M LoRA params each
LoRA Rank / Alpha 16 / 32
Target Modules c_attn, c_proj
Training Epochs 5
Batch Size 8 (effective 32 with 4x gradient accumulation)
Expert LR / Router LR 5e-5 / 1e-3
Load Balance Loss Weight 0.1
GPU NVIDIA RTX 4090 (24GB VRAM)

Epoch-Level Metrics

Epoch Avg Train Loss Best Batch Loss Training Phase
1 3.34 0.99 Router + Expert warmup
2 1.78 0.97 Joint optimization
3 1.78 0.89 Joint optimization
4 1.77 0.85 Joint optimization
5 1.78 0.92 Joint optimization

Final Results

Metric Value
Test Loss 2.494
Test Perplexity 12.11
Routing Accuracy 97.2%
Complexity MSE 0.008
Best Validation Loss 2.55
Final Train Loss (avg) 1.78
Expert Independence Confirmed (3 separate adapters, balanced router biases)
Training Time ~2.5 hours (RTX 4090)

Training artifacts: Model checkpoints including 3 independent LoRA expert adapters (.safetensors), router weights, and training state are saved under outputs/checkpoints/best_model/ and outputs/final_model/.

Training Curves

Loss progression across 5 epochs (51,441 total steps):

  • Epoch 1: Rapid convergence from 5.5 to ~2.3 (router and expert initialization)
  • Epoch 2: Significant drop to 1.5-1.7 range as joint optimization begins
  • Epoch 3-5: Stable at 1.4-1.8 with continued refinement

Analysis

The three-phase training approach successfully trains independent LoRA experts with a learned routing mechanism. Key improvements over the initial version:

  • Expert independence: Each expert is initialized from a separate GPT-2 base model copy, ensuring truly independent LoRA adapter training. Router biases are well-balanced across all 3 experts (near-zero bias for each).
  • Convergence: The joint training loss converged from 3.34 (Epoch 1) to 1.77 (Epoch 4), with the largest improvement occurring in Epoch 1-2 as the router learned to assign instructions to appropriate complexity-specialized experts.
  • Load balancing: With a load balance loss weight of 0.1, the router distributes instructions across experts based on complexity features rather than collapsing to a single expert.
  • Numerical stability: Using GPT-2 in float32 (instead of DialoGPT in float16) eliminates NaN gradients and ensures stable training throughout.

Quick Start

Training

# Full training
python scripts/train.py --config configs/default.yaml

# Debug mode (reduced batch size and epochs)
python scripts/train.py --config configs/default.yaml --debug

Inference

from instruction_complexity_aware_lora_routing import ComplexityAwareLoRARouter
from transformers import AutoTokenizer
import torch

tokenizer = AutoTokenizer.from_pretrained("gpt2")
model = ComplexityAwareLoRARouter.from_pretrained("outputs/checkpoints/best_model", tokenizer=tokenizer)

instruction = "Explain how neural networks work"
inputs = tokenizer(instruction, return_tensors="pt", max_length=512, truncation=True)
complexity_score = torch.tensor([0.7])

generated = model.generate(
    inputs["input_ids"],
    inputs["attention_mask"],
    complexity_score,
    max_new_tokens=100
)
response = tokenizer.decode(generated[0], skip_special_tokens=True)

Configuration

Key parameters in configs/default.yaml:

model:
  base_model_name: "gpt2"
  num_experts: 3
  complexity_thresholds: [0.3, 0.7]
  lora_rank: 16
  lora_alpha: 32
  target_modules: ["c_attn", "c_proj"]
  router_hidden_dim: 256

training:
  batch_size: 8
  learning_rate: 5e-5
  router_learning_rate: 1e-3
  num_epochs: 5

Installation

pip install -e .

Project Structure

src/instruction_complexity_aware_lora_routing/
├── data/               # Alpaca data loading, complexity analysis, stratification
├── models/             # MoE-LoRA architecture with neural routing
├── training/           # Training loop with joint expert + router optimization
├── evaluation/         # Routing accuracy, complexity MSE, expert usage metrics
└── utils/              # Configuration management

scripts/
├── train.py           # End-to-end training pipeline
└── evaluate.py        # Model evaluation and analysis

configs/               # YAML configuration files
tests/                 # Test suite
notebooks/             # Exploration notebooks

Hardware Requirements

  • GPU: NVIDIA GPU with 8+ GB VRAM (trained on RTX 4090)
  • RAM: 16+ GB
  • Storage: ~5 GB for model + dataset caching

About

A mixture-of-LoRA-experts system that dynamically routes instruction queries to specialized adapters based on task complexity estimation. Trains multiple LoRA modules on complexity-stratified Alpaca data with a neural router achieving 96.9% routing accuracy at 3.97ms latency.

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