005/006: adapter-type ablation + a second, verifiable persona (Qwen2.5-3B-Instruct)

Two follow-ons to henryatharvard/gandalf-qwen2.5-3b-lora's 004 (Gandalf, D320: 78->320 persona rows, self-distilled math, accuracy 0.825, voice 3.80). Eval: 200 GSM8K test questions (rule-based) + 60 open prompts, judge Gemma-4-31B (same file/rubric as 003/004, so voice is on the same scale as D320).

005: does the adapter itself shape the trade-off?

D320's data and eval held fixed; only the adapter type/target/rank varies.

arm trainable params accuracy voice (open) coherence fail
anchor (LoRA r32, all layers = D320's config) 59.9M 0.830 3.72 0.233
ia3 (per-channel scaling only) 0.4M 0.800 2.12 0.217
dora, seed 0 / 1 / 2 (magnitude/direction split, same size as LoRA) 60.9M 0.845 / 0.800 / 0.835 3.70 / 3.77 / 3.73 0.133 / 0.250 / 0.267
upper (LoRA, layers 24-35 only) 20.0M 0.835 2.63 0.300
persona_only (LoRA on the 320 persona rows alone) 59.9M 0.795 3.75 0.200
math_only (LoRA on the 117 math rows alone) 59.9M 0.815 1.00 0.000
merged (persona_only + math_only LoRAs, cat-concatenated) 119.7M 0.725 3.72 0.150
full (full fine-tune, no adapter, lr 1e-5) 3.09B 0.840 2.42 0.300

Findings: three DoRA seeds set the noise floor (about +-0.02 accuracy, +-0.07 coherence fail; voice +-0.04). Persona needs real capacity spread across the network (IA3 and upper-layers-only lose a third to a half of the voice); full fine-tuning keeps accuracy and loses a third of the voice; DoRA is indistinguishable from LoRA once averaged over seeds; concatenating a persona-only and a math-only LoRA is the one clearly worse arm. Adapter size and type are not the lever.

006: Shakespeare, a persona with a model-free verifiable form

Same recipe as D320 (self-distilled math + persona rows), teacher = Claude Haiku 4.5, persona = sonnets (14 lines, ABAB CDCD EFEF GG, model-free-checked before the judge ever sees them; src/verse_metric.py in the repo).

stage accuracy voice (open) sonnet_ok rhyme rate coherence fail
base_prompted (Shakespeare) 0.880 1.02 0.00 0.00 0.00
sonnet sft 0.825 2.10 0.15 0.41 0.60

Accuracy is statistically tied with Gandalf's D320 (p=1, McNemar) -- the format-native-math recipe transfers. Voice and coherence trail Gandalf's; the model nails line count (87%) and syllable count (99%) almost every time but only 41% of rhyme pairs land -- rhyme, not meter, is the bottleneck.

Full write-up: harvard-cs2881f26/hw1-mangini-schwartz-tan, experiments/005_adapter_config/ and experiments/006_shakespeare/.

Usage: PeftModel.from_pretrained(base, "Noaleetz/ai-kitchen-005-006", subfolder="005/dora") (subfolder="005/full" is a full model, not an adapter -- load with AutoModelForCausalLM.from_pretrained instead).

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