# Train New Model

A Project Owner or a Manager can use the completed tasks (completions) from a project to train a new Spark NLP model. The training feature can be found on the train page, accessible from the Project Menu. The training process can be triggered via a three step wizard that guides users and offers useful hints. Users can also opt for a synthesis view for initiating the training of a model. During the training, a progress bar is shown to give users basic information on the status of the training process.

## Deploy a new training job

Users can perform multiple training jobs at the same time, depending on the available resources/license(s). Users can opt to create new training jobs independently from already running training/pre-annotation/OCR jobs. If resources/licenses are available when pressing the Train Model button a new training server is launched. The running servers can be seen by visiting the Clusters page.

## Named Entity Recognition

For training a good Named Entity Recognition (NER) model, a relevant number of annotations must exist for all labels included in the project configuration. The recommendation is to have minimum 40-50 examples for each entity. Once this requirement is met, for training a new model users need to navigate to the Train page for the current project and follow some very simple steps:

1. Select the type of model to train - Open source/Healthcare/Finance/Legal - and the embeddings to use;
2. Define the training parameters and the train/test data split;
3. Optionally turn on the Active Learning feature;
4. Click the Train Model button.

When triggering the training, users are prompted to choose either to immediately deploy models or just do training. If immediate deployment is chosen, then the Labeling config is updated according to the name of the new model. Notice how the name of the original model used for preannotations is replaced with the name of the new model in the configuration below.

Information on the overall training progress is shown in the page. User can get indications on the success or failure of the training as well as check the live training logs (by pressing the Show Logs button).

Once the training is finished, it is possible to download the training logs by clicking on the download logs icon of the recently trained NER model which includes information like training parameters and TF graph used along with precision, recall, f1 score, etc. This information is also accessible by clicking on the benchmarking icon available on the models on the Models page.

Starting from version 4.3.0, it is possible to keep track of all previous training activities executed for a project. When pressing the History button from the Train page, users are presented with a list of all trainings triggered for the current project. Each training event is characterized by the source (manual, active learning), data used for training, date of event, and status. Training logs can also be downloaded for each training event.

### Training parameters

In Annotation Lab, for mixed projects containing multiple types of annotations in a single project like classifications, NER, and assertion status, if multiple trainings were triggered at the same time using the same system resources and Spark NLP resources, the training component could fail because of resource limitations.

In order to improve the usability of the system, dropdown options can be used to choose which type of training to run next. The project Owner or Manager of a project can scroll down to Training Settings and choose the training type. The drop-down gives a list of possible training types for that particular project based on its actual configuration. A second drop-down lists available embeddings which can be used for training the model.

It is possible to tune the most common training parameters (Number of Epochs, Learning rate, Decay, Dropout, and Batch) by editing their values in Training Parameters.

Test/Train data for a model can be randomly selected based on the Validation Split value or can be set using Test/Train tags. The later option is very useful when conducting experiments that require testing and training data to be the same on each run.

It is also possible to train a model by using a sublist of tasks with predefined tags. This is done by specifying the targeted Tags on the Training Parameters (last option).

Annotation Lab also includes additional filtering options for the training dataset based on the status of completions, either all submitted completions can be used for training or only the reviewed ones.

### Custom Training Script

If users want to change the default Training script present within the Annotation Lab, they can upload their own training pipeline. In the Train Page, project owners can upload the training scripts. At the moment we are supporting custom training script just for NER projects.

### Selection of Completions

During the annotation project lifetime, normally not all tasks/completions are ready to be used as a training dataset. This is why the training process selects completions based on their status:

• Filter tasks by tags (if defined in Training Parameters widget, otherwise all tasks are considered)
• For completed tasks, completions to be taken into account are also selected based on the following criteria:
• If a task has a completion accepted by a reviewer this is selected for training and all others are ignored;
• Completions rejected by a Reviewer are not used for training;
• If no reviewer is assigned to a task that has multiple submitted completions the completion to use for training purpose is the one created by the user with the highest priority.

## Assertion Status

NER configurations for the healthcare domain are often mixed with Assertion Status labels. In this case, Annotation Lab offers support for training both types of models in one go. After the training is complete, the models will be listed in the Pretrained Labels section of the Project Configuration. Information such as the source of the model and time of training will be displayed as well.

Once the model(s) has been trained, the project configuration will be automatically updated to reference the new model for prediction. Notice below, for the Assertion Status Label tag the addition of model attribute to indicate which model will be used for task pre-annotation for this label.

    <Label value="Absent" assertion="true" model="assertion_jsl_annotation_manual.model"/>
<Label value="Past" assertion="true" model="assertion_jsl_annotation_manual.model"/>


It is not possible to mark a label as an Assertion Status label and use a NER model to predict it. A validation error is shown in the Interface Preview in case an invalid Assertion model is used.

The Annotation Lab only allows the use of one single Assertion Status model in the same project.

## Classification

Annotation Lab supports two types of classification training: Single Choice Classification and Multi-Choice Classification. For doing so, it uses three important attributes of the Choices tag to drive the Classification Models training and pre-annotation. Those are name, choice and train.

### Attribute name

The attribute name allows the naming of the different choices present in the project configuration, and thus the training of separate models based on the same project annotations. For example, in the sample configuration illustrated below, the name=”age” attribute, tells the system to only consider age-related classification information when training an Age Classifier. The value specified by the name attribute is also used to name the resulting Classification model (classification_age_annotation_manual).

### Attribute choice

The choice attribute specifies the type of model that will be trained: multiple or single. For example, in the Labeling Config below, Age and Gender are Single Choice Classification categories while the Smoking Status is Multi-Choice Classification. Depending upon the value of this attribute, the respective model will be trained as a Single Choice Classifier or Multi-Choice Classifier.

<View>
<View style="overflow: auto;">
<Text name="text" value="$text"/> </View> <Header value="Smoking Status"/> <Choices name="smokingstatus" toName="text" choice="multiple" showInLine="true"> <Choice value="Smoker"/> <Choice value="Past Smoker"/> <Choice value="Nonsmoker"/> </Choices> <Header value="Age"/> <Choices name="age" toName="text" choice="single" showInLine="true"> <Choice value="Child (less than 18y)" hotkey="c"/> <Choice value="Adult (19-50y)" hotkey="a"/> <Choice value="Aged (50+y)" hotkey="o"/> </Choices> <Header value="Gender"/> <Choices name="gender" toName="text" choice="single" showInLine="true"> <Choice value="Female" hotkey="f"/> <Choice value="Male" hotkey="m"/> </Choices> </View>  ### Attribute train Annotation Lab restricts the training of two or more Classification Models at the same time. If there are multiple Classification categories in a project (like the one above), only the category whose name comes first in alphabetical order will be trained by default. In the above example, based on the value of the name attribute, we conclude that the Age classifier model is trained. The model to be trained can also be specified by setting the train=”true” attribute for the targeted Choices tag (like the one defined in Gender category below). <View> <View style="overflow: auto;"> <Text name="text" value="$text"/>
</View>
<Choices name="smokingstatus" toName="text" choice="multiple" showInLine="true">
...
</Choices>
<Choices name="age" toName="text" choice="single" showInLine="true">
...
</Choices>
<Choices name="gender" train="true" toName="text" choice="single" showInLine="true">
...
</Choices>
</View>


The trained classification models are available to reuse in any project and can be added on step 3 of the Project Configuration wizard.

The classification models trained using Annotation Lab also have attached benchmarking information. The training logs include the confusion matrix, helpful in understanding the performance of the model and in checking if the model is underfitting or overfitting. The confusion matrix is also available on the models tiles on the Models page, and is accessible by clicking on the benchmarking icon.

## Visual NER Training

Annotation Lab offers the ability to train Visual NER models, apply active learning for automatic model training, and preannotate image-based tasks with existing models in order to accelerate annotation work.

### Model Training

The training feature for Visual NER projects can be activated from the Setup page via the “Train Now” button (See 1). From the Training Settings sections, users can tune the training parameters (e.g. Epoch, Batch) and choose the tasks to use for training the Visual NER model (See 3).

Information on the training progress is shown in the top right corner of the Model Training tab (See 2). Users can check detailed information regarding the success or failure of the last training.

Training Failure can occur because of:

• Insufficient number of completions
• Poor quality of completions
• Insufficient CPU and Memory
• Wrong training parameters

When triggering the training, users can choose to immediately deploy the model or just train it without deploying. If immediate deployment is chosen, then the labeling config is updated with references to the new model so that it will be used for preannotations.

Visual NER annotation, training and preannotation features are dependent on the presence of a Visual NLP license. Licenses with scope ocr: inference and ocr: training are required for preannotation and training respectively.

#### Training Server Specification

The minimal required training configuration is 64 GB RAM, 16 Core CPU for Visual NER Training.

## Mixed Projects

If a project is set up to include Classification, Named Entity Recognition and Assertion Status labels and the three kinds of annotations are present in the training data, it is possible to train three models: one for Named Entity Recognition, one for Assertion Status, and one for Classification at the same time. The training logs from all three trainings can be downloaded at once by clicking the download button present in the Training section of the Setup Page. The newly trained models will be added to the Spark NLP pipeline config.

## Support for European Languagues

Users can download English, German, Spanish, Portuguese, Italian, Danish and Romanian pretrained models from the NLP Models Hub and use them for pre-annotation. Annotation Lab also offers support for training/tuning models in the above languages.

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