AutoTail-BSFGM: Class-Balance-Aware Fine-Tuning for Chinese Scholarly Text Classification

I present Lepton (Letter Prediction), a fine-tuned BERT classifier that predicts whether a title in a Classical Chinese wenji table of contents is a personal letter or a closely confusable preface (particularly the farewell-preface). Lepton fine-tunes bert-base-chinese on 5438 hand-labeled wenji titles from thirty-three late-Ming and early-Qing literati. I've deployed the model on Hugging Face and has been used at the China Biographical Database (CBDB) to identify approximately fifty-five thousand letters across mid-Ming through early-Qing wenji, populating the Ming Letter Platform.

Models trained on long-tailed data using standard softmax tend to exhibit higher training error and a larger generalisation gap for classes with fewer training samples. We characterise this class-wise disparity as the preference issue and quantify it using a new metric, the model imbalance level $I$. To understand this issue, we analyse how imbalanced training data adversely affects class-wise gradients under standard softmax training. This paper then develops a finite-data Generalised Balanced Softmax (GBS) framework for analysing and mitigating the preference issue. The framework uses the training-time logit adjustment $z_{nc}+β\log|N_c|$, which is algebraically identical to the training-time logit-adjusted loss of Menon et al. (2021) when $τ=β$. The case $β=1$ also coincides with Balanced Softmax and with the unit adjustment supported by the Fisher-consistency argument under the true data distribution, corresponding to an idealised infinite-data setting. Building on this existing loss family, this paper uses a heuristic power-law assumption to motivate the adjustable coefficient and studies how $β$ affects trained models. Across the evaluated long-tailed benchmarks, $β=1$ does not attain the highest average testing recall on most datasets, showing that a different coefficient can be preferable when training on finite data. The selected values of $β$ reduce $I$ and improve average testing recall relative to the $β=1$ reference, while retaining negligible computational overhead and compatibility with existing representation-learning frameworks.

Fine-tuned encoders deployed across heterogeneous NLP tasks face three compounding problems: mismatched inductive biases, class-imbalance corruption of feature statistics, and no mechanism to condition attention on external lexical knowledge. We introduce \textbf{\surgellm}, a unified transformer framework that addresses each with a dedicated lightweight module: a \emph{surgical feature gate} (learned per-dimension sigmoid over curated lexical indicators and \texttt{[CLS]}; provably degenerates to identity when features are uninformative), \emph{task-conditioned prefix tokens} (quantized feature values and task identity prepended to every input), and \emph{Instance-Weighted Normalization} (IWN; removes class-prior bias from gate statistics). We prove an excess-risk bound linking gate benefit to \emph{surgical feature alignment}. Across four tasks, SST-2, multi-hop retrieval, LLM-prompt attribution, and authorship detection, covering 17,830 examples and eleven model variants over three seeds, the IWN variant achieves macro-F1 \textbf{0.940} ($+0.036$ over the strongest non-IWN baseline; $+0.130$ on authorship detection). A random-vocabulary control ($-0.028$ avg.\ F1) confirms gains are lexical, not parametric. Code, vocabularies, and a $99.5\%$-recovery auto-extraction recipe are released.