# Benchmarking Patent Embeddings: A Multi-Task Evaluation of 22 Models Across Retrieval, Classification, and Clustering

arXiv: https://arxiv.org/abs/2605.24297 · HTML: https://mlsanity.com/paper/2605.24297/

## Key facts

- No citing papers in the map yet (data through 14 Oct 2026).
- Builds on 17 of its 44 references that are in the map.
- First posted on arXiv 22 May 2026.

## Builds on (most cited first, 17 of 17)

- [Sentence-BERT: Sentence Embeddings using Siamese BERT-Networks](https://mlsanity.com/paper/1908.10084/) (2019)
- [MiniLM: Deep Self-Attention Distillation for Task-Agnostic Compression of Pre-Trained Transformers](https://mlsanity.com/paper/2002.10957/) (2020)
- [Text Embeddings by Weakly-Supervised Contrastive Pre-training](https://mlsanity.com/paper/2212.03533/) (2022)
- [BEIR: A Heterogenous Benchmark for Zero-shot Evaluation of Information Retrieval Models](https://mlsanity.com/paper/2104.08663/) (2021)
- [ColBERT: Efficient and Effective Passage Search via Contextualized Late Interaction over BERT](https://mlsanity.com/paper/2004.12832/) (2020)
- [M3-Embedding: Multi-Linguality, Multi-Functionality, Multi-Granularity Text Embeddings Through Self-Knowledge Distillation](https://mlsanity.com/paper/2402.03216/) (2024)
- [Towards General Text Embeddings with Multi-stage Contrastive Learning](https://mlsanity.com/paper/2308.03281/) (2023)
- [ColBERTv2: Effective and Efficient Retrieval via Lightweight Late Interaction](https://mlsanity.com/paper/2112.01488/) (2021)
- [Nomic Embed: Training a Reproducible Long Context Text Embedder](https://mlsanity.com/paper/2402.01613/) (2024)
- [On the Stability of Fine-tuning BERT: Misconceptions, Explanations, and Strong Baselines](https://mlsanity.com/paper/2006.04884/) (2020)
- [Scaling Deep Contrastive Learning Batch Size under Memory Limited Setup](https://mlsanity.com/paper/2101.06983/) (2021)
- [KaLM-Embedding: Superior Training Data Brings A Stronger Embedding Model](https://mlsanity.com/paper/2501.01028/) (2025)
- [Natural Language Processing in the Patent Domain: A Survey](https://mlsanity.com/paper/2403.04105/) (2024)
- [A Survey on Patent Analysis: From NLP to Multimodal AI](https://mlsanity.com/paper/2404.08668/) (2024)
- [A comparative analysis of embedding models for patent similarity](https://mlsanity.com/paper/2403.16630/) (2024)
- [IPBench: Benchmarking the Knowledge of Large Language Models in Intellectual Property](https://mlsanity.com/paper/2504.15524/) (2025)
- [Large Language Models, Encoder Architectures and Hybrid Approaches for Patent Classification](https://mlsanity.com/paper/2601.23200/) (2026)

## Abstract (arXiv)

Two questions regarding practitioners' use of patent embeddings arise: (i) Does one fine-tuning recipe suffice for all downstream applications? (ii) Is fine-tuning on one patent landscape sufficient for downstream application on other landscapes? By evaluating 22 pre-trained embedding models (ranging from 22M to 12B parameters) on three tasks -- information retrieval, classification, and clustering -- on 113,148 WIPO patents for assistive technology (46,069 citation queries) and on an external DAPFAM dataset, we find that two results cast doubt on the prevailing wisdom. (i) The optimal fine-tuning recipe depends on the downstream task: cross-sectional alignment (recipe R3) provides the largest improvements to retrieval performance (+7.1% nDCG@10), whereas a combined signal recipe (recipe R4) is better suited to classification (+7.1 F1) and clustering (+10.9 V-measure); a matched data control confirms that differences in training dataset size are not a contributing factor. (ii) Single-landscape fine-tuning hampers cross-landscape information retrieval: fine-tuning on one landscape significantly degrades cross-domain retrieval for 5 of 8 model-recipe combinations on the DAPFAM corpus, with the stronger zero-shot models suffering most. While within-family scaling is consistent (Qwen3 0.6B->4B->8B; Llama-Nemotron 1B->8B), cross-family scaling is erratic; the 12B KaLM-Gemma3 is ranked 8th on TAC retrieval performance, following prefix modification. Title+Abstract+Claims is the ubiquitous best text view, and all models suffer from a 55-65% gap between IN and OUT-of-domain performance which cannot be mitigated by hybrid BM25-dense fusion. Code and evaluation framework are publicly available.
