Information Projection for Finetuning
Expert traces can be far from a model’s own distribution; information projection defines the closest distribution to the base model that still preserves the expert example’s task-relevant meaning.
Read the paper ↗What it is
- Meaning-preserving set Treat all trajectories that preserve the expert example’s task-relevant meaning as acceptable, even if their wording or reasoning path differs.
- Closest valid distribution Keep the base model’s relative preferences among acceptable trajectories, while excluding those that fail the meaning constraint.
Why it matters
This separates what training must preserve from how the model expresses it. The expert example supplies the required information; the base model supplies the preference among valid ways to carry it.
Before getting into the machinery, here is the basic idea: an expert example may teach something useful in a form the base model would rarely produce. Instead of demanding that the model copy that exact form, define which other examples preserve the same task-relevant meaning, then prefer the ones the base model already finds plausible.
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Preservation: We need to be clear about what must survive from the expert example. The canonical example is learning a fact: an acceptable trajectory must retain the same factual content, even if it phrases that fact differently. For math or science reasoning, the criterion can instead allow different reasoning trajectories that use the expert information and reach a correct answer. The analogy is carrying a useful note to another town: the wording can change, but the information cannot. The limit is that a task still needs a way to judge whether the information survived.
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Compatibility: Once we know what counts as preserving the meaning, we can ask which acceptable trajectories fit the base model best. Imagine the base model has a menu of possible continuations, each with its own preference. We cross off the ones that lose the expert’s task-relevant content, then keep the model’s relative preferences among the rest. Formally, for a fixed query, the acceptable trajectories form a set ; that is, is the set that passes the task’s meaning-preservation test.
So the real question was never just whether an expert trace is correct — it was whether we can preserve its information without forcing the model to imitate its exact path. The target does this by restricting the base model’s distribution to and renormalizing it. In words, unacceptable trajectories get no probability, and the remaining probabilities are rescaled to add up to one. This is the information projection target.
- Closest valid choice: Think of removing invalid answers from a ranked menu: you do not reorder the valid answers, you just rescale their chances. The canonical fact-learning example makes this concrete: if several phrasings retain the fact, the base model’s own preferences decide how probability is divided among them. The mathematical statement is that the target minimizes among distributions supported on ; in words, among distributions that never leave the acceptable set, it is the one with the smallest specified divergence from the base model.
The restricted base distribution is the minimizer because normalizing the base model inside changes its log probability there only by a constant. So matching that normalized distribution is enough to minimize the objective. This is a definition of the desired training-example distribution, not a recipe for finding samples from it: when acceptable examples are hard for the base model to produce, obtaining them is a separate problem. What would it take to reach the target without throwing away the expert information?
Read the deep dive
Why People Wanted It
An expert trace can contain valuable task information while still looking unlike anything the base model would naturally produce. Training directly on that trace asks the model to imitate both its useful content and its particular wording or path. The question is whether we can retain the task-relevant information while choosing examples that are as compatible with the base model as possible.
The key is to define “same information” as a constraint on trajectories, rather than requiring the exact expert sequence. For a fixed query, let be the set of trajectories considered equivalent to the expert example: for a reasoning task, this could mean using its information to reach a correct answer; for fact learning, retaining the same factual content.
The Core Move
Restrict the base model’s distribution to the trajectories in . In other words, keep its relative preferences among acceptable trajectories, and assign zero probability to trajectories that do not preserve the required meaning:
The resulting distribution is the information projection target: the closest distribution to the base model among distributions that put all their probability on equivalent trajectories.
Why the Equivalence Constraint Carries the Information
Here is the part that gets technical: the constraint is not “stay near the expert wording,” but “put no probability outside the set of trajectories that preserve the expert’s task-relevant content.” Let be all distributions with whenever . This is the formal version of treating correctness or semantic equivalence as the thing that must survive.
The concrete example is a fact-learning trace: if the expert example states a fact, then contains trajectories judged to retain that same factual content. The exact phrasing may change, but a trajectory that drops or changes the fact is excluded. For reasoning, the criterion can instead admit different trajectories that use the expert information and reach a correct final answer. The definition depends on the task; it does not itself provide a universal semantic judge.
Why Restriction Is the Closest Valid Distribution
Now the derivation: among distributions supported only on , minimizing is equivalent to matching the base model’s normalized distribution within . Define , so for . Then
The constant does not depend on , so the minimum occurs at . In plain terms, once unacceptable trajectories are removed, the closest choice does not invent a new preference among the remaining ones: it preserves the base model’s relative probabilities and renormalizes them.
This makes the direction of the projection important: it minimizes over distributions constrained to . It is not a generic claim that any notion of distance, or the reverse KL direction, gives the same answer.
Why the Target Is a Distribution, Not a Rewritten Expert Trace
Here is the deeper implication: the target is a distribution over all equivalent trajectories, not a single canonical rewrite of the expert example. The expert trajectory supplies the information constraint, while the base model supplies the relative weighting inside that constraint. For a dataset, the construction is applied per query and the conditionals can be combined across examples.
The normalization is the base model’s total probability mass on . If that mass is tiny, the restricted distribution is still mathematically defined when it is nonzero, but drawing from it may be difficult. That distinction matters: specifying the closest valid distribution says what the target is, not that it is easy to obtain samples from it. So what can turn this target into usable training examples?
Minimal Causal Code
This loop computes the restricted distribution for a finite set of candidate trajectories. It makes the mask-and-renormalize operation explicit; it is not a way to discover semantic equivalence for arbitrary text.
import torch
# One score per candidate trajectory, from the base model.
log_p = torch.tensor([-1.2, -0.4, -2.0, -0.8])
# A task-dependent judge marks which candidates preserve the expert meaning.
equivalent = torch.tensor([True, False, True, True])
masked_log_p = log_p.masked_fill(~equivalent, float("-inf"))
p_C = torch.softmax(masked_log_p, dim=0)
What You Gain, and What You Lose
The gain is a precise target for “keep the expert information, but stay as close as possible to the base model.” It allows multiple trajectories to count as valid and preserves the base model’s relative preferences among them, rather than insisting on exact imitation of one off-policy trace.
The constraint is also the hard part. The set depends on a task-specific notion of correctness or semantic equivalence; the projection does not decide that notion for you. And when the base model assigns little mass to acceptable trajectories, the target can be difficult to sample from. The projection defines the destination, not a guarantee that reaching it is easy. A separate module covers methods for sampling toward this target.
Keep the expert’s meaning as a hard constraint, then let the base model decide how that meaning is expressed.