GIST: Targeted Data Selection for Instruction Tuning via Coupled Optimization Geometry

Guanghui Min, Tianhao Huang, Ke Wan, Chen Chen
Proceedings of the 43rd International Conference on Machine Learning, PMLR 306:88886-88912, 2026.

Abstract

Targeted data selection has emerged as a crucial paradigm for efficient instruction tuning, aiming to identify a small yet influential subset of training examples for a specific target task. In practice, influence is often measured through the effect of an example on parameter updates. To make selection scalable, many approaches leverage optimizer statistics (e.g., Adam states) as an axis-aligned surrogate for update geometry (i.e., diagonal precondition), implicitly treating parameters as coordinate-wise independent. We show that this assumption breaks down in parameter-efficient fine-tuning (PEFT) methods such as LoRA. In this setting, the induced optimization geometry exhibits strong cross-parameter coupling with non-trivial off-diagonal interactions, while the task-relevant update directions are confined to a low-dimensional subspace. Motivated by this mismatch, we propose GIST (Gradient Isometric Subspace Transformation), a simple yet principled alternative that replaces axis-aligned scaling with robust subspace alignment. GIST recovers a task-specific subspace from validation gradients via singular value decomposition (SVD), projects training gradients into this coupled subspace, and scores examples by their alignment with target directions. Extensive experiments have demonstrated that GIST matches or outperforms the state-of-the-art baseline with only 0.29% of the storage and 25% of the computational time under the same selection budget.

Cite this Paper


BibTeX
@InProceedings{pmlr-v306-min26a, title = {{GIST}: Targeted Data Selection for Instruction Tuning via Coupled Optimization Geometry}, author = {Min, Guanghui and Huang, Tianhao and Wan, Ke and Chen, Chen}, booktitle = {Proceedings of the 43rd International Conference on Machine Learning}, pages = {88886--88912}, year = {2026}, editor = {Zhang, Tong and Dudik, Miroslav and Jaggi, Martin and Agarwal, Alekh and Li, Sharon and Schuurmans, Dale and Zhu, Jerry and Berkenkamp, Felix and Dong, Hanze and Bietti, Alberto}, volume = {306}, series = {Proceedings of Machine Learning Research}, month = {06--11 Jul}, publisher = {PMLR}, pdf = {https://raw.githubusercontent.com/mlresearch/v306/main/assets/min26a/min26a.pdf}, url = {https://proceedings.mlr.press/v306/min26a.html}, abstract = {Targeted data selection has emerged as a crucial paradigm for efficient instruction tuning, aiming to identify a small yet influential subset of training examples for a specific target task. In practice, influence is often measured through the effect of an example on parameter updates. To make selection scalable, many approaches leverage optimizer statistics (e.g., Adam states) as an axis-aligned surrogate for update geometry (i.e., diagonal precondition), implicitly treating parameters as coordinate-wise independent. We show that this assumption breaks down in parameter-efficient fine-tuning (PEFT) methods such as LoRA. In this setting, the induced optimization geometry exhibits strong cross-parameter coupling with non-trivial off-diagonal interactions, while the task-relevant update directions are confined to a low-dimensional subspace. Motivated by this mismatch, we propose GIST (Gradient Isometric Subspace Transformation), a simple yet principled alternative that replaces axis-aligned scaling with robust subspace alignment. GIST recovers a task-specific subspace from validation gradients via singular value decomposition (SVD), projects training gradients into this coupled subspace, and scores examples by their alignment with target directions. Extensive experiments have demonstrated that GIST matches or outperforms the state-of-the-art baseline with only 0.29% of the storage and 25% of the computational time under the same selection budget.} }
Endnote
%0 Conference Paper %T GIST: Targeted Data Selection for Instruction Tuning via Coupled Optimization Geometry %A Guanghui Min %A Tianhao Huang %A Ke Wan %A Chen Chen %B Proceedings of the 43rd International Conference on Machine Learning %C Proceedings of Machine Learning Research %D 2026 %E Tong Zhang %E Miroslav Dudik %E Martin Jaggi %E Alekh Agarwal %E Sharon Li %E Dale Schuurmans %E Jerry Zhu %E Felix Berkenkamp %E Hanze Dong %E Alberto Bietti %F pmlr-v306-min26a %I PMLR %P 88886--88912 %U https://proceedings.mlr.press/v306/min26a.html %V 306 %X Targeted data selection has emerged as a crucial paradigm for efficient instruction tuning, aiming to identify a small yet influential subset of training examples for a specific target task. In practice, influence is often measured through the effect of an example on parameter updates. To make selection scalable, many approaches leverage optimizer statistics (e.g., Adam states) as an axis-aligned surrogate for update geometry (i.e., diagonal precondition), implicitly treating parameters as coordinate-wise independent. We show that this assumption breaks down in parameter-efficient fine-tuning (PEFT) methods such as LoRA. In this setting, the induced optimization geometry exhibits strong cross-parameter coupling with non-trivial off-diagonal interactions, while the task-relevant update directions are confined to a low-dimensional subspace. Motivated by this mismatch, we propose GIST (Gradient Isometric Subspace Transformation), a simple yet principled alternative that replaces axis-aligned scaling with robust subspace alignment. GIST recovers a task-specific subspace from validation gradients via singular value decomposition (SVD), projects training gradients into this coupled subspace, and scores examples by their alignment with target directions. Extensive experiments have demonstrated that GIST matches or outperforms the state-of-the-art baseline with only 0.29% of the storage and 25% of the computational time under the same selection budget.
APA
Min, G., Huang, T., Wan, K. & Chen, C.. (2026). GIST: Targeted Data Selection for Instruction Tuning via Coupled Optimization Geometry. Proceedings of the 43rd International Conference on Machine Learning, in Proceedings of Machine Learning Research 306:88886-88912 Available from https://proceedings.mlr.press/v306/min26a.html.

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