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

arXiv:2605.24297v2 Announce Type: replace-cross
Abstract: 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.