Jon Johnson

Zeqiang Wang, Xinyue Wu, Chenxi Li et al.

Large language models and text encoders increasingly power web-based information systems in the social sciences, including digital libraries, data catalogues, and search interfaces used by researchers, policymakers, and civil society. Full fine-tuning is often computationally and energy intensive, which can be prohibitive for smaller institutions and non-profit organizations in the Web4Good ecosystem. Parameter-Efficient Fine-Tuning (PEFT), especially Low-Rank Adaptation (LoRA), reduces this cost by updating only a small number of parameters. We show that the standard LoRA update $ΔW = BA^\top$ has geometric drawbacks: gauge freedom, scale ambiguity, and a tendency toward rank collapse. We introduce OrthoGeoLoRA, which enforces an SVD-like form $ΔW = BΣA^\top$ by constraining the low-rank factors to be orthogonal (Stiefel manifold). A geometric reparameterization implements this constraint while remaining compatible with standard optimizers such as Adam and existing fine-tuning pipelines. We also propose a benchmark for hierarchical concept retrieval over the European Language Social Science Thesaurus (ELSST), widely used to organize social science resources in digital repositories. Experiments with a multilingual sentence encoder show that OrthoGeoLoRA outperforms standard LoRA and several strong PEFT variants on ranking metrics under the same low-rank budget, offering a more compute- and parameter-efficient path to adapt foundation models in resource-constrained settings.

Wing Yan Li, Zeqiang Wang, Jon Johnson et al.

Automated detection of semantically equivalent questions in longitudinal social science surveys is crucial for long-term studies informing empirical research in the social, economic, and health sciences. Retrieving equivalent questions faces dual challenges: inconsistent representation of theoretical constructs (i.e. concept/sub-concept) across studies as well as between question and response options, and the evolution of vocabulary and structure in longitudinal text. To address these challenges, our multi-disciplinary collaboration of computer scientists and survey specialists presents a new information retrieval (IR) task of identifying concept (e.g. Housing, Job, etc.) equivalence across question and response options to harmonise longitudinal population studies. This paper investigates multiple unsupervised approaches on a survey dataset spanning 1946-2020, including probabilistic models, linear probing of language models, and pre-trained neural networks specialised for IR. We show that IR-specialised neural models achieve the highest overall performance with other approaches performing comparably. Additionally, the re-ranking of the probabilistic model's results with neural models only introduces modest improvements of 0.07 at most in F1-score. Qualitative post-hoc evaluation by survey specialists shows that models generally have a low sensitivity to questions with high lexical overlap, particularly in cases where sub-concepts are mismatched. Altogether, our analysis serves to further research on harmonising longitudinal studies in social science.