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Fine Tuning Similar Cars Search

Supervised classification is one of the most widely used training objectives in machine learning, but not every task can be defined as such. For example,

1. Your classes may change quickly —e.g., new classes may be added over time,
2. You may not have samples from every possible category,
3. It may be impossible to enumerate all the possible classes during the training time,
4. You may have an essentially different task, e.g., search or retrieval.

All such problems may be efficiently solved with similarity learning.

N.B.: If you are new to the similarity learning concept, checkout the awesome-metric-learning repo for great resources and use case examples.

However, similarity learning comes with its own difficulties such as:

1. Need for larger batch sizes usually,
2. More sophisticated loss functions,
3. Changing architectures between training and inference.

Quaterion is a fine tuning framework built to tackle such problems in similarity learning. It uses PyTorch Lightning as a backend, which is advertized with the motto, “spend more time on research, less on engineering.” This is also true for Quaterion, and it includes:

1. Trainable and servable model classes,
2. Annotated built-in loss functions, and a wrapper over pytorch-metric-learning when you need even more,
3. Sample, dataset and data loader classes to make it easier to work with similarity learning data,
4. A caching mechanism for faster iterations and less memory footprint.

A closer look at Quaterion

Let’s break down some important modules:

• TrainableModel: A subclass of pl.LightNingModule that has additional hook methods such as configure_encoders, configure_head, configure_metrics and others to define objects needed for training and evaluation —see below to learn more on these.
• SimilarityModel: An inference-only export method to boost code transfer and lower dependencies during the inference time. In fact, Quaterion is composed of two packages:
  1. quaterion_models: package that you need for inference.
  2. quaterion: package that defines objects needed for training and also depends on quaterion_models.
• Encoder and EncoderHead: Two objects that form a SimilarityModel. In most of the cases, you may use a frozen pretrained encoder, e.g., ResNets from torchvision, or language modelling models from transformers, with a trainable EncoderHead stacked on top of it. quaterion_models offers several ready-to-use EncoderHead implementations, but you may also create your own by subclassing a parent class or easily listing PyTorch modules in a SequentialHead.

Quaterion has other objects such as distance functions, evaluation metrics, evaluators, convenient dataset and data loader classes, but these are mostly self-explanatory. Thus, they will not be explained in detail in this article for brevity. However, you can always go check out the documentation to learn more about them.

The focus of this tutorial is a step-by-step solution to a similarity learning problem with Quaterion. This will also help us better understand how the abovementioned objects fit together in a real project. Let’s start walking through some of the important parts of the code.

If you are looking for the complete source code instead, you can find it under the examples directory in the Quaterion repo.

Dataset

In this tutorial, we will use the Stanford Cars dataset.

It has 16185 images of cars from 196 classes, and it is split into training and testing subsets with almost a 50-50% split. To make things even more interesting, however, we will first merge training and testing subsets, then we will split it into two again in such a way that the half of the 196 classes will be put into the training set and the other half will be in the testing set. This will let us test our model with samples from novel classes that it has never seen in the training phase, which is what supervised classification cannot achieve but similarity learning can.

In the following code borrowed from data.py:

• get_datasets() function performs the splitting task described above.
• get_dataloaders() function creates GroupSimilarityDataLoader instances from training and testing datasets.
• Datasets are regular PyTorch datasets that emit SimilarityGroupSample instances.

N.B.: Currently, Quaterion has two data types to represent samples in a dataset. To learn more about SimilarityPairSample, check out the NLP tutorial

import numpy as np
import os
import tqdm
from torch.utils.data import Dataset, Subset
from torchvision import datasets, transforms
from typing import Callable
from pytorch_lightning import seed_everything

from quaterion.dataset import (
    GroupSimilarityDataLoader,
    SimilarityGroupSample,
)

# set seed to deterministically sample train and test categories later on
seed_everything(seed=42)

# dataset will be downloaded to this directory under local directory
dataset_path = os.path.join(".", "torchvision", "datasets")


def get_datasets(input_size: int):
    # Use Mean and std values for the ImageNet dataset as the base model was pretrained on it.
    # taken from https://www.geeksforgeeks.org/how-to-normalize-images-in-pytorch/
    mean = [0.485, 0.456, 0.406]
    std = [0.229, 0.224, 0.225]

    # create train and test transforms
    transform = transforms.Compose(
        [
            transforms.Resize((input_size, input_size)),
            transforms.ToTensor(),
            transforms.Normalize(mean, std),
        ]
    )

    # we need to merge train and test splits into a full dataset first,
    # and then we will split it to two subsets again with each one composed of distinct labels.
    full_dataset = datasets.StanfordCars(
        root=dataset_path, split="train", download=True
    ) + datasets.StanfordCars(root=dataset_path, split="test", download=True)

    # full_dataset contains examples from 196 categories labeled with an integer from 0 to 195
    # randomly sample half of it to be used for training
    train_categories = np.random.choice(a=196, size=196 // 2, replace=False)

    # get a list of labels for all samples in the dataset
    labels_list = np.array([label for _, label in tqdm.tqdm(full_dataset)])

    # get a mask for indices where label is included in train_categories
    labels_mask = np.isin(labels_list, train_categories)

    # get a list of indices to be used as train samples
    train_indices = np.argwhere(labels_mask).squeeze()

    # others will be used as test samples
    test_indices = np.argwhere(np.logical_not(labels_mask)).squeeze()

    # now that we have distinct indices for train and test sets, we can use `Subset` to create new datasets
    # from `full_dataset`, which contain only the samples at given indices.
    # finally, we apply transformations created above.
    train_dataset = CarsDataset(
        Subset(full_dataset, train_indices), transform=transform
    )

    test_dataset = CarsDataset(
        Subset(full_dataset, test_indices), transform=transform
    )

    return train_dataset, test_dataset


def get_dataloaders(
    batch_size: int,
    input_size: int,
    shuffle: bool = False,
):
    train_dataset, test_dataset = get_datasets(input_size)

    train_dataloader = GroupSimilarityDataLoader(
        train_dataset, batch_size=batch_size, shuffle=shuffle
    )

    test_dataloader = GroupSimilarityDataLoader(
        test_dataset, batch_size=batch_size, shuffle=False
    )

    return train_dataloader, test_dataloader


class CarsDataset(Dataset):
    def __init__(self, dataset: Dataset, transform: Callable):
        self._dataset = dataset
        self._transform = transform

    def __len__(self) -> int:
        return len(self._dataset)

    def __getitem__(self, index) -> SimilarityGroupSample:
        image, label = self._dataset[index]
        image = self._transform(image)

        return SimilarityGroupSample(obj=image, group=label)

Trainable Model

Now it’s time to review one of the most exciting building blocks of Quaterion: TrainableModel. It is the base class for models you would like to configure for training, and it provides several hook methods starting with configure_ to set up every aspect of the training phase just like pl.LightningModule, its own base class. It is central to fine tuning with Quaterion, so we will break down this essential code in models.py and review each method separately. Let’s begin with the imports:

import torch
import torchvision
from quaterion_models.encoders import Encoder
from quaterion_models.heads import EncoderHead, SkipConnectionHead
from torch import nn
from typing import Dict, Union, Optional, List

from quaterion import TrainableModel
from quaterion.eval.attached_metric import AttachedMetric
from quaterion.eval.group import RetrievalRPrecision
from quaterion.loss import SimilarityLoss, TripletLoss
from quaterion.train.cache import CacheConfig, CacheType

from .encoders import CarsEncoder

In the following code snippet, we subclass TrainableModel. You may use __init__() to store some attributes to be used in various configure_* methods later on. The more interesting part is, however, in the configure_encoders() method. We need to return an instance of Encoder (or a dictionary with Encoder instances as values) from this method. In our case, it is an instance of CarsEncoders, which we will review soon. Notice now how it is created with a pretrained ResNet152 model whose classification layer is replaced by an identity function.

class Model(TrainableModel):
    def __init__(self, lr: float, mining: str):
        self._lr = lr
        self._mining = mining
        super().__init__()

    def configure_encoders(self) -> Union[Encoder, Dict[str, Encoder]]:
        pre_trained_encoder = torchvision.models.resnet152(pretrained=True)
        pre_trained_encoder.fc = nn.Identity()
        return CarsEncoder(pre_trained_encoder)

In Quaterion, a SimilarityModel is composed of one or more Encoders and an EncoderHead. quaterion_models has several EncoderHead implementations with a unified API such as a configurable dropout value. You may use one of them or create your own subclass of EncoderHead. In either case, you need to return an instance of it from configure_head In this example, we will use a SkipConnectionHead, which is lightweight and more resistant to overfitting.

    def configure_head(self, input_embedding_size) -> EncoderHead:
        return SkipConnectionHead(input_embedding_size, dropout=0.1)

Quaterion has implementations of some popular loss functions for similarity learning, all of which subclass either GroupLoss or PairwiseLoss. In this example, we will use TripletLoss, which is a subclass of GroupLoss. In general, subclasses of GroupLoss are used with datasets in which samples are assigned with some group (or label). In our example label is a make of the car. Those datasets should emit SimilarityGroupSample. Other alternatives are implementations of PairwiseLoss, which consume SimilarityPairSample - pair of objects for which similarity is specified individually. To see an example of the latter, you may need to check out the NLP Tutorial

    def configure_loss(self) -> SimilarityLoss:
        return TripletLoss(mining=self._mining, margin=0.5)

configure_optimizers() may be familiar to PyTorch Lightning users, but there is a novel self.model used inside that method. It is an instance of SimilarityModel and is automatically created by Quaterion from the return values of configure_encoders() and configure_head().

    def configure_optimizers(self):
        optimizer = torch.optim.Adam(self.model.parameters(), self._lr)
        return optimizer

Caching in Quaterion is used for avoiding calculation of outputs of a frozen pretrained Encoder in every epoch. When it is configured, outputs will be computed once and cached in the preferred device for direct usage later on. It provides both a considerable speedup and less memory footprint. However, it is quite a bit versatile and has several knobs to tune. To get the most out of its potential, it’s recommended that you check out the cache tutorial. For the sake of making this article self-contained, you need to return a CacheConfig instance from configure_caches() to specify cache-related preferences such as:

• CacheType, i.e., whether to store caches on CPU or GPU,
• save_dir, i.e., where to persist caches for subsequent runs,
• batch_size, i.e., batch size to be used only when creating caches - the batch size to be used during the actual training might be different.

    def configure_caches(self) -> Optional[CacheConfig]:
        return CacheConfig(
            cache_type=CacheType.AUTO, save_dir="./cache_dir", batch_size=32
        )

We have just configured the training-related settings of a TrainableModel. However, evaluation is an integral part of experimentation in machine learning, and you may configure evaluation metrics by returning one or more AttachedMetric instances from configure_metrics(). Quaterion has several built-in group and pairwise evaluation metrics.

    def configure_metrics(self) -> Union[AttachedMetric, List[AttachedMetric]]:
        return AttachedMetric(
            "rrp",
            metric=RetrievalRPrecision(),
            prog_bar=True,
            on_epoch=True,
            on_step=False,
        )

Encoder

As previously stated, a SimilarityModel is composed of one or more Encoders and an EncoderHead. Even if we freeze pretrained Encoder instances, EncoderHead is still trainable and has enough parameters to adapt to the new task at hand. It is recommended that you set the trainable property to False whenever possible, as it lets you benefit from the caching mechanism described above. Another important property is embedding_size, which will be passed to TrainableModel.configure_head() as input_embedding_size to let you properly initialize the head layer. Let’s see how an Encoder is implemented in the following code borrowed from encoders.py:

import os

import torch
import torch.nn as nn
from quaterion_models.encoders import Encoder


class CarsEncoder(Encoder):
    def __init__(self, encoder_model: nn.Module):
        super().__init__()
        self._encoder = encoder_model
        self._embedding_size = 2048  # last dimension from the ResNet model

    @property
    def trainable(self) -> bool:
        return False

    @property
    def embedding_size(self) -> int:
        return self._embedding_size

An Encoder is a regular torch.nn.Module subclass, and we need to implement the forward pass logic in the forward method. Depending on how you create your submodules, this method may be more complex; however, we simply pass the input through a pretrained ResNet152 backbone in this example:

    def forward(self, images):
        embeddings = self._encoder.forward(images)
        return embeddings

An important step of machine learning development is proper saving and loading of models. Quaterion lets you save your SimilarityModel with TrainableModel.save_servable() and restore it with SimilarityModel.load(). To be able to use these two methods, you need to implement save() and load() methods in your Encoder. Additionally, it is also important that you define your subclass of Encoder outside the __main__ namespace, i.e., in a separate file from your main entry point. It may not be restored properly otherwise.

    def save(self, output_path: str):
        os.makedirs(output_path, exist_ok=True)
        torch.save(self._encoder, os.path.join(output_path, "encoder.pth"))

    @classmethod
    def load(cls, input_path):
        encoder_model = torch.load(os.path.join(input_path, "encoder.pth"))
        return CarsEncoder(encoder_model)

Training

With all essential objects implemented, it is easy to bring them all together and run a training loop with the Quaterion.fit() method. It expects:

• A TrainableModel,
• A pl.Trainer,
• A SimilarityDataLoader for training data,
• And optionally, another SimilarityDataLoader for evaluation data.

We need to import a few objects to prepare all of these:

import os
import pytorch_lightning as pl
import torch
from pytorch_lightning.callbacks import EarlyStopping, ModelSummary

from quaterion import Quaterion
from .data import get_dataloaders
from .models import Model

The train() function in the following code snippet expects several hyperparameter values as arguments. They can be defined in a config.py or passed from the command line. However, that part of the code is omitted for brevity. Instead let’s focus on how all the building blocks are initialized and passed to Quaterion.fit(), which is responsible for running the whole loop. When the training loop is complete, you can simply call TrainableModel.save_servable() to save the current state of the SimilarityModel instance:

def train(
    lr: float,
    mining: str,
    batch_size: int,
    epochs: int,
    input_size: int,
    shuffle: bool,
    save_dir: str,
):
    model = Model(
        lr=lr,
        mining=mining,
    )
    
    train_dataloader, val_dataloader = get_dataloaders(
        batch_size=batch_size, input_size=input_size, shuffle=shuffle
    )

    early_stopping = EarlyStopping(
        monitor="validation_loss",
        patience=50,
    )

    trainer = pl.Trainer(
        gpus=1 if torch.cuda.is_available() else 0,
        max_epochs=epochs,
        callbacks=[early_stopping, ModelSummary(max_depth=3)],
        enable_checkpointing=False,
        log_every_n_steps=1,
    )

    Quaterion.fit(
        trainable_model=model,
        trainer=trainer,
        train_dataloader=train_dataloader,
        val_dataloader=val_dataloader,
    )

    model.save_servable(save_dir)

Evaluation

Let’s see what we have achieved with these simple steps. evaluate.py has two functions to evaluate both the baseline model and the tuned similarity model. We will review only the latter for brevity. In addition to the ease of restoring a SimilarityModel, this code snippet also shows how to use Evaluator to evaluate the performance of a SimilarityModel on a given dataset by given evaluation metrics.

Full evaluation of a dataset usually grows exponentially, and thus you may want to perform a partial evaluation on a sampled subset. In this case, you may use samplers to limit the evaluation. Similar to Quaterion.fit() used for training, Quaterion.evaluate() runs a complete evaluation loop. It takes the following as arguments:

• An Evaluator instance created with given evaluation metrics and a Sampler,
• The SimilarityModel to be evaluated,
• And the evaluation dataset.

def eval_tuned_encoder(dataset, device):
    print("Evaluating tuned encoder...")
    tuned_cars_model = SimilarityModel.load(
        os.path.join(os.path.dirname(__file__), "cars_encoders")
    ).to(device)
    tuned_cars_model.eval()

    result = Quaterion.evaluate(
        evaluator=Evaluator(
            metrics=RetrievalRPrecision(),
            sampler=GroupSampler(sample_size=1000, device=device, log_progress=True),
        ),
        model=tuned_cars_model,
        dataset=dataset,
    )

    print(result)

Conclusion

In this tutorial, we trained a similarity model to search for similar cars from novel categories unseen in the training phase. Then, we evaluated it on a test dataset by the Retrieval R-Precision metric. The base model scored 0.1207, and our tuned model hit 0.2540, a twice higher score. These scores can be seen in the following figure: