Data Labeling: The Authoritative Guide
Data Labeling: The Authoritative Guide
To create high-quality supervised learning models, you need a large volume of data with high-quality labels. So, how do you label data? First, you will need to determine who will label your data. There are several different approaches to building labeling teams, and each has its benefits, drawbacks, and considerations. Let's first consider whether it is best to involve humans in the labeling process, rely entirely on automated data labeling, or combine the two approaches.
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1. Choose Between Humans vs. Machines
Automated Data Labeling
For large datasets consisting of well-known objects, it is possible to automate or partially automate data labeling. Custom Machine Learning models trained to label specific data types will automatically apply labels to the dataset.
Establishing high-quality ground-truth datasets early on, and only then can you leverage automated data labeling. Even with high-quality ground truth, it can be challenging to account for all edge cases and to fully trust automated data labeling to provide the highest quality labels.
Human Only Labeling
Humans are exceptionally skilled at tasks for many modalities we care about for machine learning applications, such as vision and natural language processing. Humans provide higher quality labels than automated data labeling in many domains.
However, human experiences can be subjective to varying degrees and training humans to label the same data consistently is a challenge. Furthermore, humans are significantly slower and can be more expensive than automated labeling for a given task.
Human in the Loop (HITL) Labeling
Human-in-the-loop labeling leverages the highly specialized capabilities of humans to help augment automated data labeling. HITL data labeling can come in the form of automatically labeled data audited by humans or from active tooling that makes labeling more efficient and improves quality. The combination of automated labeling plus human in the loop nearly always outpaces the accuracy and efficiency of either alone.
2. Assemble Your Labeling Workforce
If you choose to leverage humans in your data labeling workforce, which we highly recommend, you will need to figure out how to source your labeling workforce. Will you hire an in-house team, convince your friends and family to label your data for free, or scale up to a 3rd Party labeling company? We provide a framework to help you make this decision below.
In-House Teams
Small startups may not have the capital to afford significant investments in data labeling, so they may end up having all the team members, including the CEO, label data themselves. For a small prototype, this approach may work but is not a scalable solution.
Large, well-funded organizations may choose to keep in-house labeling teams to keep control over the entire data pipeline. This approach allows for much control and flexibility, but it is expensive and much work to manage.
Companies with privacy concerns or sensitive data may choose in-house labeling teams. While a perfectly valid approach, this can be difficult to scale.
Pros: Subject matter expertise, tight control over data pipelines
Cons: Expensive, overhead in training and managing labelers
Crowdsourcing
Crowdsourcing platforms provide a quick and easy way to quickly complete a wide array of tasks by a large pool of people. These platforms are fine for labeling data with no privacy concerns, such as open datasets with basic annotations and instructions. However, if more complex labels are needed or sensitive data is involved, the untrained resource pool from crowdsource platforms is a poor choice. Resources found on crowdsourcing platforms are not trained well and lack domain expertise, often leading to poor quality labeling.
Pros: Access to a larger pool of labelers
Cons: Quality is suspect; significant overhead in training and managing labelers
3rd Party Data Labeling Partners
3rd Party data labeling companies provide high-quality data labels efficiently and often have deep machine learning expertise. These companies can act as technical partners to advise you on best practices for the entire machine learning lifecycle, including how to best collect, curate, and label your data. With highly trained resource pools and state-of-the-art automated data labeling workflows and toolsets, these companies offer high-quality labels for a minimal cost.
To achieve extremely high quality (99%+) on a large dataset requires a large workforce (1,000+ data labelers on any given project). Scaling to this volume at high quality is difficult with in-house teams and crowdsourcing platforms. However, these companies can also be expensive and, if they are not acting as a trusted advisor, can convince you to label more data than you may need for a given application.
Pros: Technical expertise, minimal cost, high quality; The top data labeling companies have domain-relevant certifications such as SOC2 and HIPAA.
Cons: Relinquish control of the labeling process; Need a trusted partner with proper certifications to handle sensitive data
3. Select Your Data Labeling Platform
Once you have determined who will label your data, you need to find a data labeling platform. There are many options here, from building in-house, using open source tools, or leveraging commercial labeling platforms.
Open Source Tools
These tools are free to use by anyone, with some limitations for commercial use. These tools are great for learning and developing machine learning and AI, personal projects, or testing early commercial applications of AI. While free, the tradeoff is that these tools are not as scalable or sophisticated as some commercial platforms. Some label types discussed in this guide may not be available in these open-source tools.
The list below is meant to be representative, but not exhaustive so many great open source alternatives may not be included.
- CVAT: Originally developed by Intel, CVAT is a free, open-source web-based data labeling platform. CVAT supports many standard label types, including rectangles, polygons, and cuboids. CVAT is a collaborative tool and is excellent for introductory or smaller projects. However, web users are limited to 500 MB of data and only ten tasks per user, reducing the appeal of the collaboration features on the web version. CVAT is available locally to avoid these data constraints.
- LabelMe: Created by CSAIL, LabelMe is a free, open-source data-labeling platform supporting community collaboration on datasets for computer vision research. You can contribute to other projects by labeling open datasets and label your data by downloading the tool. Labelme is quite limited compared to CVAT, and the web version no longer accepts new accounts.
- Stanford Core NLP: A fully featured NLP labeling and natural language processing platform, Stanford's CoreNLP is a robust open source tool offering Named Entity Recognition (NER), linking, text processing, and more.
In-house Tools
Building in-house tools is an option selected by some large organizations that want tighter control over their ML pipelines. You have direct control over which features to build, support your desired use cases, and address your specific challenges. However, this approach is costly, and these tools will need to be maintained and updated to keep up with the state-of-the-art.
Commercial Platforms
Commercial platforms offer high-quality tooling, dedicated support, and experienced labeling workforces to help you scale and can also provide guidance on best practices for labeling and machine learning. Supporting many customers improves the quality of the platforms for all customers, so you get access to state-of-the-art functionality that you may not see with in-house or open-source labeling platforms.
Scale Studio is the industry-leading commercial platform, providing best-in-class labeling infrastructure to accelerate your team, with labeling tools to support any use case and orchestration to optimize the performance of your workforce. Easily annotate, monitor, and improve the quality of your data.
Data Labeling - Best Practices for AI-Based Document ...
Data labeling is essential to making any data preparation worthwhile. Your invoices, reports, documents, or any other text data can rarely be used by any machine learning without undergoing the data labeling process first. Some machine learning models will suffer a significant loss in performance if data has not been labeled correctly, while others will be impossible to run at all.
Building a machine learning solution is often described as being data-centric. It transforms your data into actionable suggestions so that you can improve the performance of your business. But, to get the most out of the thousands of complex algorithms that are waiting in the wings to be used by your business, you need organized data sets.
This is where data labeling works hand-in-hand with modern AI models. Once you have trained your automatic data labeling system, the process becomes quicker and the results are experienced faster.
What is data labeling?
Put simply, data labeling is the process of assigning desired information to each data sample.
Raw data, in the form of images, text, etc., is given informative labels according to their content and context to advise machine learning models. If, for example, a photograph shows an image of a cat, or specific words are identified within a piece of text, a meaningful output can be returned by a machine learning algorithm after reading the corresponding data label.
The data tagging process typically starts by asking a development team to assign labels manually. This can range from simple binary options (yes or no response to a question) to identifying individual pixels where the specified object (e.g. a cat) can be seen. Once an example dataset has been prepared and labeled, a machine learning model can use it to learn how to process as yet unlabeled data to get the desired output.
In a nutshell, this is one of the main goals of labeling - to prepare high quality training data for your model. It can be used further on, for instance in intelligent document processing.
Types of data labeling
The type of data labeling that you choose to implement will be guided by the machine learning model you intend to use on the data. Here are three of the most popular data annotation types, intended for image, text, and audio labeling.
Computer vision
Computer vision data labeling helps machines understand visual data. This can take four different forms:
- Image classification - assigning visual data tags (binary or multiple) according to their content
- Image segmentation - isolating objects from their backgrounds, enables detection of all images within a dataset that contain a specified image
- Object detection - highlighting boxes within images using rectangular bounding boxes, can highlight and label multiple different objects within each image
- Pose estimation - interpreting the pose or expression of a person in an image by detecting and correlating key points.
Natural language processing (NLP)
Natural Language Processing is the analysis of human language and speech. The abilities of NLP have greatly improved thanks to AI and deep learning. NLP can take the form of:
- Entity annotation and linking - identifying and tagging names within text while distinguishing nouns from verbs, prepositions, and so on; entities can then be linked to data repositories and meaning within a text can be clarified
- Text classification - assigning labels to blocks of text as a whole, rather than individual words, labels can be determined by sentiment or topic
- Phonetic annotation - analyzing where commas, stops, and other punctuation marks are used in the text to influence meaning.
Audio processing
Audio processing first identifies and tags all background noise from an audio file. Then, it develops a transcript of the recorded speech with the help of NLP algorithms. This data can also be used to help with speaker identification models and linguistic tag extraction.
Labeled vs unlabeled data
Data without additional information is by definition unlabeled. Not having any additional information doesn't make the data worse; in fact, it is much easier to acquire and store as it is cheaper and less time-consuming to create. The distinction between labeled and unlabeled is clearer when you first consider the machine learning model you intend to use.
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If you are looking for more details, kindly visit Automatic Labeling Machine Learning.
Some models cannot be trained on unlabeled data, whereas others can. But, on the whole, the vast majority of models need labeled data, which means that the data labeling process is indispensable. The latter helps businesses derive actionable insights, while unlabeled data can be used to reveal new data clusters that can then be meaningfully interpreted as they are.
Every machine learning model needs to process data to gain its predictive power. Models that work using labeled data are called supervised learning algorithms, while the ones based on unlabeled data are the unsupervised learning algorithms.
To have a better idea of what kind of problems these different types of algorithms can solve, have a look at the below table.
Examples of supervised vs unsupervised machine learning algorithms problems Supervised learning Unsupervised learning Is there a car in the picture? Signal if there is some anomaly in stock price How many people are in the picture? Split these documents into coherent categories What is the answer for a question? Learn grammar of the language Is a stock going to go up or down? How much does a house cost? Find all organizations in the text Translate this sentence into FrenchAs you can see from the examples of NLP below, many problems require data to be labeled. In both cases, NLP intelligently processes the text and provides an answer or solution. Here are a few examples.
Question answeringTask
Finding an answer for a question (Question Answering, with answer shown in bold labeled part):Question
What is a balance sheet? Answer delivered by the NLP model (bolded) A balance sheet is a financial statement that reports a company's assets, liabilities, and shareholder equity. The balance sheet is one of the three core financial statements that are used to evaluate a business. Name entity recognition Task Finding an organization in a text (Name Entity Recognition, with answer shown in bold labeled part) Answer delivered by the NLP model (bolded) Facebook doubled its revenue last year.Labeling can be done manually or automatically. In the case of manual labeling, the labeler inspects every piece of data and tags it accordingly, using data labeling software.
Suppose that your business operates in a supply chain. Its role is to accept orders from different clients and then submit the orders to the hub closest to the desired destination. As there are lots of different orders and lots of different products, no single employee can know the full list of products by heart.
Checking each order against the database is time-consuming. So, we need to automatically extract information about brand, product number, and some additional characteristics from text in order to speed up the process.
For example, take the following text: 'Apple iPhone 12 Pro Max - 256GB - Blue'.
In your database, you have many orders that may be almost identical. The task of a human annotator is to highlight the desired information in the text.
Order before labeling:
Order after labeling:
An important question arises: how many samples should be labeled in order to get good, reliable results? As you might expect, the correct answer doesn't exist.
It's dependent on a number of technical details, but you should ensure you have as much data at your disposal as possible. Explained below are some general guidelines that can help you navigate your specific case.
Best practices of labeling data for machine learning
Data labeling, at first, might seem simple, but finding the right solution for you might make it harder to implement. Before you begin, assess the size, scale, and length of the data labeling project for your specific case. Then follow the key steps outlined below to set you on the road to success.
Data labeling process
The role of data is twofold. The first role is to let an algorithm fit its parameters. The second role is to measure the performance of the trained model.
These two unique roles mean that your data should be separated into two sets. Usually, a proportion of 10:90 or 20:80 is applied, where the larger chunk of data corresponds to the training set.
In deep learning, this proportion is more flexible. The general rule of thumb is that the more data you have, the smaller proportion of it needs to be set aside for testing. Start by focusing your labeling efforts on the test data.
Choose the right data samples and data labeling software
It is rarely possible to label all your data, so you need to single out the best samples. They should be versatile; using the same example multiplied hundreds of times won't bring anything new, and your algorithm will very quickly stop learning.
For example, if your documents belong to many categories and the final processing will be applied to all of them, then it is advisable to have some representatives from each category.
The second thing to consider is the choice of data labeling software. There are many commercial products that might speed up your work, especially in the case of computer vision, where the object you are labeling is an image. Many software options have the intelligence to automatically detect objects to be selected if hinted at.
A good example is V7. Alternatively, there are open-source products that provide good performance; for example, at Netguru, we successfully use Label Studio for the purpose of labeling data for NLP projects.
Measure your model's performance
Labeling can be split into sections. The performance of your model will be determined by how many data sets you have and how many labelers are working on them.
As your model learns, it may require additional custom data sets. For example, if you label samples and use them for model training, and then you do the same for another samples ( samples in total), you may still see a considerable improvement in the model's performance. This means that it is still hungry for data and has a lot to learn.
At some point, the improvement is no longer as impressive. Given the fact that labeling requires time and money, you might decide to stop the labeling when the margin of improvement gets significantly small. If you remain unsatisfied with the performance, it is the role of Machine Learning Engineers, or the human-in-the-loop (HITL) to figure out why a certain threshold cannot be surpassed. HITL is useful for using human judgment to fine-tune your model.
There might be a need to change your model or approach. You might consider some changes in test data size or quality. If making these changes helps, you might go on to label more training data.
Benchmark solutions
In every machine-learning project, evaluating your solution against the benchmark is a necessary step. You need to know what results can be obtained, and expected, from as little effort as possible. In the case of NLP projects, you have thousands of pre-trained models at your disposal, against which you can check how well your own model needs to perform.
Of course, there might be some structural requirements. There might not be a model that extracts exactly the information we need. But even if it is the case, you should have a look at how close you can get to your desired end-point with ready-to-use models. Measure the performance of these models, and use this as a reference point for your initial iterations.
Work organization
The number of human annotators affects the pace of labeling linearly. It is a task that can be easily divided. It might be a good practice to have at least two labelers for whom labeling is loosely defined, for example in the case of translation.
In some cases, you might want to have more than one person label the same sample, just to see if they agree and measure how flexible each label should be: it's important to remember that a human annotator might introduce their own bias.
External data labeling services
There are many companies that can cover data labeling tasks, if provided with exact and exhaustive instructions. This could be a good option if you don't want to dedicate the time of your development team to the project. One of the cheapest options is to use Amazon Mechanical Turk , where experts from across the world can offer their services.
Why label data in the first place?
The simple reason for labeling data is this: labeling can often dictate whether your initial problem can be solved at all, and almost always helps you to increase the performance of your solution. Data labeling gives you greater flexibility in building machine-learning algorithms specifically for your business' Business Intelligence (BI) and analytics purposes, and increases the value of their results.
But, if you have less training data at your disposal, or want to reduce the amount of training your model needs, there is another option: pre-trained data labeling models. It is, however, important to know the risks of using these models from the outset: potential worse performance and output.
Many models are already pre-trained on huge amounts of data. The best example is Google's BERT (Bidirectional Encoder Representations from Transformers), which has predefined parameters. It has already inspected millions of samples of data, and therefore understands the grammar and syntax of the language.
But, BERT does not have the specific knowledge required for your business. The process of re-training a pre-existing model, but this time with your data, is called fine-tuning. Fine-tuning is generally quicker, less expensive, and less data-intensive than starting from scratch.
There's also a theoretical reason for always using your data to fine-tune: with your data, working for your business, the model should never decrease in performance. If you're an advanced reader, you can find detail in thisresearch paper .
Get started with data labeling
Data labeling should be always considered as an option. The process of labeling is not difficult, particularly when you've considered the points outlined in this article. Whether you choose to devise your own model, or simply re-train a pre-existing one, data labeling can help you identify those unique quirks in your business data and leverage them in a powerful way.
Fine-tuning any model over time always increases performance, and helps you bring even a pre-trained data labeling tool up to the desired standard. There are many tools available to help you, including specialists in NLP projects.
So, now there is no excuse: use your data; it will make all the difference.
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