LLMs as Acquisition Policies for Finite-Pool Materials Optimization: A Controlled Study

As candidate generation and high-throughput experimentation advance, the primary bottleneck in materials discovery is shifting from property prediction to making reliable evaluations among massive candidate sets. We propose a Knowledge-Augmented Preference Signals Framework, MaterEval, that automatically produces, for the same candidate, two evaluations: an informed judgment that follows expert rules and provides supporting evidence, and a rule-removed blind guess. By pairing the two evaluations as preference data, we guide general-purpose large language models (LLMs), originally lacking materials-specific criteria, from intuitive judgment toward reliable evaluation supported by explicit evidence. To balance throughput, cost, and reliability, we further introduce a fast-slow reasoning scheme that decouples large-scale rapid screening from in-depth review on a small subset. Using high-entropy alloy (HEA) assessment as a case study, we show that, without external retrieval and relying solely on internalized capabilities, small open-source LLMs achieve substantial gains in accuracy, conclusion consistency, and evidence discrimination, approaching the performance of rule-based closed-source LLMs. These results demonstrate that expert rules can be systematically transformed into learnable preference signals, enabling a low-cost and deployable evaluation module for autonomous materials discovery loops.

Rapid identification of candidate materials with target properties has become a key task in materials science. Machine learning has emerged as an alternative to physics-based simulation, offering a faster and cheaper way to filter materials based on their stability and other target properties, reducing the number of candidates that reach the costly synthesis stage. Recently, Large Language Models (LLMs) have been applied to this role, but these models are parameter-heavy and computationally expensive both during training and at inference time, making them unsuitable for high-throughput tasks. This inefficiency stems from both the large over-parameterization of language models and the difficulty of framing material generation as a sequence learning problem. In this paper, we present PRISMat, a cost-effective, permutation-invariant model, which addresses these limitations. We show that PRISMat, despite taking less time for inference, is able to outperform LLMs in generating crystal slabs conditioned on critical materials' surface properties. In targeted material discovery, we achieve mean absolute errors of 0.188 eV/A$^2$ and 2.79 eV for cleavage energy and work function tasks, respectively, reducing the error of the next best model by 4$\times$.

The exploration-exploitation trade-off is central to sequential decision-making and black-box optimization, yet how Large Language Models (LLMs) reason about and manage this trade-off remains poorly understood. Unlike Bayesian Optimization, where exploration and exploitation are explicitly encoded through acquisition functions, LLM-based optimization relies on implicit, prompt-based reasoning over historical evaluations, making search behavior difficult to analyze or control. In this work, we present a metric-level study of LLM-mediated search policy learning, studying how LLMs construct and adapt exploration-exploitation strategies under multiple operational definitions of exploration, including informativeness, diversity, and representativeness. We show that single-agent LLM approaches, which jointly perform strategy selection and candidate generation within a single prompt, suffer from cognitive overload, leading to unstable search dynamics and premature convergence. To address this limitation, we propose a multi-agent framework that decomposes exploration-exploitation control into strategic policy mediation and tactical candidate generation. A strategy agent assigns interpretable weights to multiple search criteria, while a generation agent produces candidates conditioned on the resulting search policy defined as weights. This decomposition renders exploration-exploitation decisions explicit, observable, and adjustable. Empirical results across various continuous optimization benchmarks indicate that separating strategic control from candidate generation substantially improves the effectiveness of LLM-mediated search.