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Training Arguments

skills/train-sentence-transformers/references/training_args.md

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Training Arguments

SentenceTransformerTrainingArguments, CrossEncoderTrainingArguments, and SparseEncoderTrainingArguments all inherit from Hugging Face's TrainingArguments, so 95% of the arguments are the same.

This reference covers the arguments that actually matter for embedding-model training.

Start with this and adjust only what you have a reason to change:

python
from sentence_transformers import SentenceTransformerTrainingArguments
from sentence_transformers.base.sampler import BatchSamplers

args = SentenceTransformerTrainingArguments(
    output_dir="models/my-model",

    # Duration
    num_train_epochs=1,
    # max_steps=10_000,                    # alternative to epochs

    # Batch size
    per_device_train_batch_size=64,
    per_device_eval_batch_size=64,
    gradient_accumulation_steps=1,

    # Optimizer
    learning_rate=2e-5,
    warmup_steps=0.1,                      # transformers v5.2 deprecated `warmup_ratio`; pass the ratio as a float directly to `warmup_steps`
    lr_scheduler_type="linear",
    weight_decay=0.0,

    # Precision
    bf16=True,                             # fp16=True on older GPUs (T4, V100)

    # Sampler (bi-encoder + sparse-encoder)
    batch_sampler=BatchSamplers.NO_DUPLICATES,

    # Eval + checkpointing
    eval_strategy="steps",
    eval_steps=0.1,                        # fraction: 10 evals/epoch, scales with dataset size
    save_strategy="steps",
    save_steps=0.1,                        # keep aligned with eval_steps for load_best_model_at_end
    save_total_limit=2,
    load_best_model_at_end=True,
    metric_for_best_model="eval_NanoBEIR_mean_cosine_ndcg@10",
    greater_is_better=True,

    # Logging
    logging_steps=0.01,                    # fraction: ~100 log lines/epoch
    logging_first_step=True,
    run_name="my-model",
    report_to="trackio",                   # or "wandb", "tensorboard", "mlflow", "none"
)

Duration

  • num_train_epochs: most common. 1 for large datasets (>500k), 3-10 for small.
  • max_steps: use instead of epochs when you want a fixed compute budget. Overrides num_train_epochs.
  • For huge datasets where 1 epoch is overkill, pick max_steps matching your compute plan.

Batch size

Effective batch size = per_device_train_batch_size × num_gpus × gradient_accumulation_steps.

Rules of thumb:

  • Contrastive losses (MNRL, GIST, SMNRL): push per_device_train_batch_size as high as VRAM allows. Larger in-batch negatives = better gradients. 64-256 typical.
  • Regression losses (CoSENTLoss, CosineSimilarityLoss, etc.): batch size matters less. 16-64 works.
  • Cross-encoders: batch size is less critical for quality. 32-128 typical.
  • If you can't fit the desired per-device batch, use gradient_accumulation_steps to simulate it, but for MNRL-family losses this does not provide the same benefit as a real batch (in-batch negatives are still only per-device). Use CachedMultipleNegativesRankingLoss instead.

Learning rate and schedule

  • 2e-5 is the safe default for full fine-tuning of BERT-family encoders.
  • 1e-4 to 5e-4 for LoRA / PEFT adapters.
  • 2e-1 for training a StaticEmbedding model from scratch (much higher than transformers because each token is a free-floating vector with no upstream gradients).
  • lr_scheduler_type="linear" with warmup_steps=0.1 is standard (a float < 1 is interpreted as a fraction of total steps). "cosine" works equally well. "constant_with_warmup" is fine for very short runs. The legacy warmup_ratio was deprecated in transformers v5.2 in favor of warmup_steps accepting floats. Passing warmup_ratio=... still works but emits a DeprecationWarning.
  • If loss goes NaN, drop LR first before anything else.

Precision

The non-negotiable rule: load the model in fp32 (the default). Don't pass torch_dtype=torch.bfloat16 to the model constructor or model_kwargs. Use the bf16=True / fp16=True flags below to enable autocast, not a weight cast. The trainer keeps the model and optimizer state in fp32 and autocasts activations to bf16/fp16 at forward/backward time. This preserves Adam's full-precision moments while giving you most of the bf16 throughput.

Casting weights to bf16 before the optimizer is created puts the Adam state (exp_avg, exp_avg_sq) in bf16 too: bf16's 7-bit mantissa is too coarse for small gradient moments and you get silent quality regressions across runs.

FlagWhen to use
bf16=TrueAmpere (A10G, A100, 3090) and newer (Hopper, Ada). Preferred when supported. More numerically stable than fp16. Activations only. Weights stay fp32.
fp16=TrueOlder GPUs (T4, V100, 2080, Titan V). Be prepared to drop LR or enable loss scaling if you see NaN. Activations only. Weights stay fp32.
Neitherfp32 throughout. Slow. Only useful for debugging numerical issues.

Do not set both bf16=True and fp16=True.

Evaluator calls outside the trainer (typically the pre-training baseline + a final post-training pass) don't get the trainer's autocast. Wrap them manually for the speedup, and note that the wrap is only strictly required when the model uses attn_implementation="flash_attention_2", since FA2 kernels need bf16/fp16 inputs to function. Without FA2 the wrap is a throughput optimization, not a correctness requirement:

python
import torch
from contextlib import nullcontext

def autocast_ctx():
    if not torch.cuda.is_available():
        return nullcontext()
    dtype = torch.bfloat16 if torch.cuda.is_bf16_supported() else torch.float16
    return torch.autocast("cuda", dtype=dtype)

with autocast_ctx():
    evaluator(model)            # baseline
trainer.train()
with autocast_ctx():
    evaluator(model)            # post-training

FlashAttention 2 wants bf16/fp16 inputs but doesn't require bf16 weights. Pass model_kwargs={"attn_implementation": "flash_attention_2"} without torch_dtype, and let bf16=True autocast feed bf16 activations to FA2. Weights stay fp32, optimizer state stays fp32.

Batch sampler (bi-encoder + sparse-encoder)

batch_sampler=BatchSamplers.NO_DUPLICATES is critical for contrastive losses. Without it, the same (anchor, positive) can appear multiple times in one batch, turning legitimate positives into false negatives.

Use BatchSamplers.NO_DUPLICATES for MNRL / SMNRL / CachedMNRL / GIST (the default recommendation). Use BatchSamplers.GROUP_BY_LABEL for batch-triplet losses (BatchAllTripletLoss, BatchHardTripletLoss). Use BatchSamplers.NO_DUPLICATES_HASHED only for very large datasets where per-batch string comparison gets slow.

For multi-dataset training, the analogous MultiDatasetBatchSamplers class controls how to draw from each dataset (ROUND_ROBIN, PROPORTIONAL). Under DDP, each dataset is sharded automatically per process, no extra config needed. Set multi_dataset_batch_sampler=... once and it works for 1-GPU and N-GPU runs identically.

Evaluation and checkpointing

python
eval_strategy="steps",
eval_steps=0.1,                        # evaluate every 10% of training
save_strategy="steps",
save_steps=0.1,                        # save at the same cadence (required for load_best_model_at_end)
save_total_limit=2,
load_best_model_at_end=True,
metric_for_best_model="eval_<EvaluatorName>_<metric>",
greater_is_better=True,

Prefer fractional values over absolute step counts. eval_steps=0.1 / save_steps=0.1 / logging_steps=0.01 are interpreted as fractions of total training steps (10 evals per epoch, 100 log lines per epoch) and auto-scale when the dataset size or epoch count changes. The HF Trainer converts a float < 1 to int(total_steps * fraction) at init time, so the same config works whether you're training on 10k or 10M rows. No need to recompute absolute step counts each time.

Use an absolute integer (e.g. eval_steps=500) only when you have a specific reason: comparing runs at known step counts, or when max_steps is set to an unusual value that makes fractions awkward.

Non-negotiable rules:

  1. save_steps must be a multiple of eval_steps (or equal) when load_best_model_at_end=True, so the best-eval checkpoint is actually on disk. Matching them is the simplest path (e.g. both at 0.1).
  2. If eval_strategy="steps" and you don't pass eval_dataset, training hangs. Either provide an eval dataset or set eval_strategy="no".
  3. metric_for_best_model must match the exact key the evaluator writes. The pattern is usually f"eval_{evaluator.primary_metric}". Common values:
    • NanoBEIREvaluator (bi-encoder, cosine): eval_NanoBEIR_mean_cosine_ndcg@10
    • SparseNanoBEIREvaluator (sparse, dot): eval_NanoBEIR_mean_dot_ndcg@10
    • CrossEncoderNanoBEIREvaluator (rerank from BM25 top-100): eval_NanoBEIR_R100_mean_ndcg@10
    • EmbeddingSimilarityEvaluator(name="sts-dev"): eval_sts-dev_spearman_cosine

Early stopping

Add EarlyStoppingCallback via callbacks=[...]:

python
from transformers import EarlyStoppingCallback

trainer = SentenceTransformerTrainer(
    ..., callbacks=[EarlyStoppingCallback(early_stopping_patience=3)],
)

This requires load_best_model_at_end=True and metric_for_best_model=... to be set.

early_stopping_patience=3 means "stop if the best metric hasn't improved in 3 consecutive eval rounds." Use early_stopping_threshold=0.001 to require a minimum improvement.

When it actually matters:

  • Cross-encoders: strongly recommended. CE rerankers typically peak mid-training and then degrade. The best checkpoint is rarely the last. Early stopping saves compute and guards against quality regression.
  • Bi-encoders and sparse encoders: usually plateau rather than regress, so early stopping fires much less often. load_best_model_at_end=True alone gives you the right final model. Adding the callback is a belt-and-suspenders safety net.

Resuming training

trainer.train(resume_from_checkpoint=True) resumes from the latest checkpoint in output_dir. Pass a specific path to resume from a specific step: resume_from_checkpoint="models/my-model/checkpoint-500".

State that persists across resumption: optimizer, scheduler, random seeds, trainer step counter. State that does not: dataset iteration order for IterableDataset. If you use streaming datasets, you must handle resumption yourself.

Hub push

push_to_hub=True + hub_model_id="your-username/my-model" + hub_strategy="every_save" is the standard pattern. On HF Jobs, also pass secrets={"HF_TOKEN": "$HF_TOKEN"} on the job submission. The four hub_strategy values: "every_save" (each checkpoint, mandatory for HF Jobs), "end" (final only), "checkpoint" (latest, overwrite), "all_checkpoints" (each as a separate commit).

Logging

python
logging_steps=0.01,             # fraction: ~100 log lines per epoch (use an int for a fixed cadence)
logging_first_step=True,        # log before any training; useful sanity check
logging_dir=None,               # defaults to output_dir/runs
report_to="trackio",            # or ["trackio", "tensorboard"] for multiple; "none" disables all
run_name="meaningful-name",     # shown in the tracker UI

Tracker recommendation:

  • Trackio (default) for solo / small-team work: zero friction beyond HF_TOKEN. Auto-creates a Space at https://huggingface.co/spaces/<your-username>/trackio on the first run. Subsequent runs append and group by run_name.
  • W&B for larger teams or sweep / report features. pip install wandb && wandb login (or set WANDB_API_KEY).
  • TensorBoard for air-gapped environments. No remote dashboard.
  • MLflow when it's already the org standard.

For trackio sweeps / ablations, use trackio.init(project="...", name="...", group="v1", config={...}) before training to group related runs side-by-side. Without trackio.init(), defaults are derived from run_name and HF username.

Tracker gotchas:

  • report_to="all" enables every installed integration (usually more than you want). "none" disables everything (the current transformers default). Always set explicitly.
  • Trackio on HF Jobs without secrets={"HF_TOKEN": "$HF_TOKEN"} fails silently. W&B on HF Jobs needs WANDB_API_KEY in secrets.
  • The HF Trainer logs only on rank 0 under DDP. Custom logging in your script may need explicit rank checks to avoid duplicate writes.

Memory-saving arguments

python
gradient_checkpointing=True,    # trades compute for memory. ~30% slowdown, ~40% less memory.
gradient_checkpointing_kwargs={"use_reentrant": False},
torch_empty_cache_steps=1000,   # periodically clear PyTorch allocator cache
dataloader_num_workers=2,       # parallel data loading, past 2 adds startup cost but no throughput
dataloader_persistent_workers=True,  # recommended on Windows/macOS, can be False on Linux
dataloader_pin_memory=True,

Do not combine gradient_checkpointing=True with any Cached* loss. They conflict.

trainer.hyperparameter_search(...) is supported for all three trainers via Hugging Face's Trainer API (uses Optuna, Ray Tune, Sigopt, or W&B as backends).

Minimal example:

python
def model_init(trial):
    return SentenceTransformer("microsoft/mpnet-base")

def hp_space(trial):
    return {
        "learning_rate": trial.suggest_float("learning_rate", 1e-6, 1e-4, log=True),
        "num_train_epochs": trial.suggest_int("num_train_epochs", 1, 3),
        "per_device_train_batch_size": trial.suggest_categorical(
            "per_device_train_batch_size", [32, 64, 128]
        ),
    }

trainer = SentenceTransformerTrainer(
    model=None, model_init=model_init,
    args=args, train_dataset=train_dataset, eval_dataset=eval_dataset,
    loss=lambda model: MultipleNegativesRankingLoss(model),   # function that takes model -> loss
    evaluator=evaluator,
)

best_run = trainer.hyperparameter_search(
    hp_space=hp_space,
    direction="maximize",
    n_trials=10,
    backend="optuna",
)
print(best_run)

Install a backend: pip install optuna (or ray[tune]).

HPO is expensive. Don't reach for it until a single manually-tuned run is working end-to-end. For most production models, picking a reasonable LR from the range above and tuning batch size is enough.

Multi-task training args (brief)

When training on a dict of datasets with a dict of losses, add:

python
multi_dataset_batch_sampler=MultiDatasetBatchSamplers.PROPORTIONAL,  # or ROUND_ROBIN

See ../scripts/train_sentence_transformer_multi_dataset_example.py (docstring covers per-dataset losses, single-loss + DatasetDict variant, samplers, gotchas).

Don't

  • Don't set eval_strategy="epoch" without setting save_strategy="epoch". Checkpoint/eval alignment matters for load_best_model_at_end.
  • Don't set remove_unused_columns=False unless you have a custom collator that consumes metadata columns the loss doesn't see. The default (True) is safer. It drops unused columns automatically.
  • Don't set seed to verify reproducibility and then expect bit-for-bit identical runs on different GPUs or across PyTorch versions. Exact reproducibility across hardware is not guaranteed.
  • Don't tune adam_beta1 / adam_beta2 / adam_epsilon unless you have a specific reason. The defaults are fine for 99% of cases.