CALIBUDGET: Calibration-Guided Source Allocation for Fixed-Budget Mixed-Reasoning Adaptation
Organizations: School of Artificial Intelligence, Jilin University · Key Laboratory of Symbolic Computation and Knowledge Engineering, Jilin University
Abstract
Fixed-budget adaptation from heterogeneous data sources requires deciding not only how much data to use, but how much exposure each source receives. Size-proportional rules can crowd out small sources, whereas difficulty-only rules can chase noisy estimates or allocate residual budget to nearly saturated pools. We introduce CALIBUDGET, a floor-protected, reliability-aware integer allocator that treats source exposure as an explicit adaptation variable. From small train-internal calibration splits, it combines model need, post-floor availability, and bootstrap stability, then produces exact capacity-respecting quotas without changing the model, objective, or total budget. In a controlled setting combining mathematical and commonsense data, CALIBUDGET improves CommonAvg, FragileAvg, and MacroAvg over validation-error-with-floor, the strongest matched comparator, in all three paired LLaMA-2-7B LoRA+ runs. The respective mean gains are 0.56, 0.46, and 0.41 percentage points (pp). Overall increases by 0.18 pp, whereas MathAvg decreases by 0.20 pp, exposing a coverage-retention boundary rather than a uniform gain. CALIBUDGET changes only 1.14-1.42% of the source budget but improves performance in 15 of 24 comparisons across commonsense tasks and seeds. These results suggest that small changes in source quotas can matter; example-level selection can then determine which examples fill each quota.
Figures & tables
| Retention | Source-balanced | Aggregate | ||||
|---|---|---|---|---|---|---|
| Method | Allocation signal | Math (%) | Common (%) | Fragile (%) | Macro (%) | Overall (%) |
| Pooled uniform | pooled random | 30.43 | 69.98 | 67.57 | 62.07 | 50.21 |
| Proportional | source size | 30.72 | 69.48 | 66.84 | 61.72 | 50.10 |
| Equal | equal source quota | 30.51 | 71.09 | 71.86 | 62.97 | 50.80 |
| Floor-Sqrt | floor + | 30.47 | 71.03 | 71.19 | 62.92 | 50.75 |
| Val-error+floor | floor + calibration error | 30.91 | 71.31 | 72.15 | 63.23 | 51.11 |
| Seed | Math | Common | Fragile | Macro | Overall |
|---|---|---|---|---|---|
| 42 | |||||
| 43 | |||||
| 44 | |||||
| Mean | |||||
| SD |
| Diagnostic | Math | Common | Fragile | Macro | Overall |
|---|---|---|---|---|---|
| Frozen references, seed 42 | |||||
| CALIBUDGET | 30.20 | 71.29 | 71.79 | 63.07 | 50.74 |
| Val-error+floor | 31.32 | 70.80 | 71.20 | 62.91 | 51.06 |
| Exploratory normalization variants, seed 42 | |||||
| Group-norm A | 30.85 | 71.46 | 72.06 | 63.34 | 51.16 |
| Group-norm B | 30.48 | 71.84 | 72.86 | 63.57 | 51.16 |
| Model | Method | MathAvg (%) | CommonAvg (%) | FragileAvg (%) | MacroAvg (%) | Overall (%) |
|---|---|---|---|---|---|---|
| Qwen2.5-7B | Val-error+floor | |||||
| CALIBUDGET | ||||||
| LLaMA-3.1-8B | Floor-Sqrt | |||||
| CALIBUDGET |
Appendix figures & tables3 assets
Supplementary material from the paper’s appendix.
Appendix
| Package component | Purpose | Verification boundary |
|---|---|---|
| src/calibudget/allocation.py | Deterministic floor–residual allocation, capacity-aware largest-remainder rounding, and selected-index hashing. | Model- and dataset-independent synthetic inputs. |
| src/calibudget/proxy.py | Canonical subgroup-score record validation and stable four-shard aggregation. | Validates structure and ordering without exposing experiment-specific score values. |
| src/calibudget/data.py | Record normalization, normalized prompt hashing, and pairwise-disjoint role checks. | Dataset-agnostic integrity contracts. |
| src/calibudget/modeling.py | Response-only tokenization-length contract with caller-supplied tokenizer. | No model download or model identity is required. |
| src/calibudget/sketch.py | Deterministic CountSketch for finite one-dimensional vectors. | Synthetic numeric arrays only. |
| src/calibudget/audit.py | Strict JSON-object loading, SHA-256 calculation, and regular-file binding checks. | Local file integrity and provenance checks. |
| Evidence layer | What the evidence supports | What it does not establish |
|---|---|---|
| Main paired study | Consistent gains on CommonAvg, FragileAvg, and MacroAvg under matched LLaMA-2 budgets and LoRA+ controls. | Uniform improvement, large-sample significance, or absence of a MathAvg trade-off. |
| Reliability ablation | The complete utility is consistently stronger than removing on source-balanced metrics in the three observed seeds. | Independent causal effects among interacting utility terms. |
| Quota geometry | Small, structured source reallocations can accompany measurable aggregate changes. | A monotonic quota–accuracy response for individual tasks. |
| Qwen2.5 audit | Directionally similar descriptive gains under an independently recalibrated second backbone. | Backbone-invariant superiority; all reported bootstrap intervals cross zero. |
| LLaMA-3.1 and modern panel | Transferred LLaMA-3.1 allocations are near parity, and the broader modern-task panel shows no reliable gain. | Reliable gains under transferred quotas, on code tasks, or with full-parameter tuning. |
| Floor and split audits | Quota rankings are stable across calibration splits, while the floor operating point remains consequential. | A universal floor value or robustness to arbitrary source partitions. |
| Method | Math | Common | Fragile | Macro | Overall |
|---|---|---|---|---|---|
| Val-error+floor | 65.38 | 84.55 | 88.04 | 80.71 | 74.96 |
| CALIBUDGET | 65.11 | 84.93 | 88.54 | 80.97 | 75.02 |
| (pp) |
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