Concepts / Writing Annotation Guidelines

Writing Annotation Guidelines

When an annotation scheme is vague, identical labels can hide very different judgments.

  • Programming

Why Good Data Depends on the Job

What do you think happens?

A dataset of 19th-century legal documents is added to the training data for a model whose job is to answer questions about today's laws. Is this dataset high-quality?

  • Yes, legal text is always high-quality

  • No, not necessarily, because it may not be relevant to the task

Reveal answer
Answer:

It depends on the task. The dataset is not high-quality in itself; it is high-quality only if it helps the model do its job.

The source material explains that relevance is not a property a document has on its own. A document is relevant only in relation to what the model is supposed to do. If the task were answering questions about the legal system of the 19th century, the same dataset would become highly relevant.

The source material gives a working definition: data is high-quality when it helps you do your job efficiently and reliably. The obvious follow-up question is what that looks like in a concrete dataset. The answer is not a single number. People building different systems will disagree about the details, because the right data depends on what the system is supposed to do. The source does, however, offer a common starting checklist of six characteristics. Once you see how the same example can pass one test and fail another, the rest of this article becomes easier to apply.

More Data Is Not Automatically Better

A natural instinct when training a model is to collect as much data as possible, since more examples sounds like more learning. The evidence reported in the source points somewhere different. A modest collection of well-prepared examples can outperform a very large collection that is full of noise. In this context, noise means material that is irrelevant to the job, or material that contradicts itself.

The source gives two concrete cases. The creators of the Yi model family reported that around 10,000 carefully crafted instructions were superior to several hundred thousand noisy ones. A separate project, LIMA, fine-tuned a 65-billion-parameter Llama model on 1,000 carefully curated prompts and responses. Human annotators judged its answers equivalent to or strictly better than GPT-4's answers in 43 percent of cases. The source also notes a tradeoff: a model trained on that few examples was not as robust as product-grade models. So small curated sets are not a free replacement for scale in every situation, but they show that the preparation of examples matters as much as their count.

About 10,000instructionsCarefully craftedSeveral hundredthousand instructionsNoisy1,000 prompts andresponsesCarefully curated (LIMA)reported superior to
How can a small set of carefully prepared examples produce better model behavior than a large set containing inconsistent or misaligned labels?

Relevance and Alignment

The first two characteristics both ask whether the data fits the job. Relevance asks whether an example belongs to the task at hand. As the previous section showed, relevance is never a fixed property of a document. It only exists in relation to what the model is supposed to do. The source's legal example makes this concrete: a 19th-century legal dataset may be irrelevant to a task about today's law, but highly relevant to a task about 19th-century legal systems.

Alignment concerns the annotations, meaning the labels or target answers attached to each example. The principle is that annotations should match what the task requires. The source contrasts several cases. If the task requires factual consistency, the annotations should be factually correct. If the task requires creativity, the annotations should be creative. If the task asks for a score along with a justification, each annotation should contain both. If the task asks for concise answers, the annotations should be concise.

The source uses the word aligned deliberately, instead of accurate or correct. An answer can be technically right and still fail the task. A correct but very long reply to a quick question has not met the requirement. Alignment means matching the purpose of the task, not merely being true.

Task requirementWhat the annotation should look like
Factual consistencyFactually correct labels
CreativityCreative labels or answers
Score plus justificationEach annotation contains both a score and a justification
Concise answersConcise annotations

Alignment checks the annotation against what the task asks for, as the source describes it.

Consistency and Shared Guidelines

Consistency asks whether the labels hold steady. Two properties matter. First, the same kind of example should receive the same kind of label. Second, different annotators working on the same example should produce labels that are not far apart. The source gives a direct test: if two annotators annotate the same example, their annotations should not be too different.

The source raises a practical question using essay scoring on a scale from 1 to 5. If two essays both receive a 4, are they really of the same quality? When an annotation scheme is vague, identical labels can hide very different judgments. The source states the consequence plainly: inconsistent annotations can confuse the model and make it harder to learn. The remedy is a good annotation guideline, which the source treats as essential for annotations that are both aligned with the task and consistent with each other. In practice, this means that a guideline should say what each label means, so that the same label means the same judgment to every annotator.

Formatting, Uniqueness, and Compliance

Correct formatting means that every example follows the format the model is expected to work with. The source makes a specific claim: redundant formatting tokens can interfere with the model's learning, so they should be removed. Its example is scraped product reviews, which often carry HTML tags around the review text. Those tags are not part of what the review says, and they should be stripped before the text becomes training data. The source also flags less visible problems: trailing whitespace, stray new lines, inconsistent casing, and mixed numerical formats. None of these changes the meaning of a review to a human reader, which is why they are easy to overlook. A model, however, sees each variation as a difference it has to account for.

Uniqueness means the examples in a dataset are sufficiently unique from one another. The source is careful with the word sufficiently. Duplications can introduce biases and cause data contamination during training, but different use cases tolerate different levels of duplication. Uniqueness is therefore not a demand for zero repeats. It is a level you decide on based on what the project can tolerate. The reasoning is that a repeated example carries extra weight: if one item appears many times, the model sees its pattern more often than that pattern deserves, which can skew what it learns. Contamination is a related danger, where material that should be kept separate from the data used to judge the model leaks into training. Duplicates are one common route for that leak.

The final characteristic is compliance. Data should comply with all relevant internal and external policies, and the source explicitly includes laws and regulations in that category. Its example is direct: if you are not allowed to use personally identifiable information to train your models, your data should not contain any PII at all. The source adds two closing notes that apply to all six characteristics. The first is that the six are a default checklist, and specific use cases may add their own requirements. The second is that these checks belong at the planning stage. Before creating data, think about what each characteristic means for your project, because the techniques used to produce data are aimed at producing exactly these qualities.

Task-relativequalityJudged against the taskRelevantBelongs to the taskAligned with taskrequirementsAnnotations match the taskConsistentSame label, same judgmentCorrectly formattedFollows the expected formatUniqueDuplication withintoleranceCompliantFollows relevant policiesincludesincludesincludesincludesincludesincludes
How do the six characteristics relate to one another, and which one sits under the overall idea of task-relative quality?

Diagnosing a Flawed Review Row

Worked example

Finding the violated characteristic in a scraped review

A scraped product review arrives in the training file as the row: <p>Great blender</p> with score Score: 5/5. The task is to train a model that predicts a numeric star rating from review text. Which characteristic is violated, and what would the corrected row look like?

  1. 1
    Ask whether the text is part of the review

    The HTML tags <p> and </p> are wrapped around the review. The source says such tags are not part of what the review says.

  2. 2
    Identify the characteristic

    Because redundant formatting tokens can interfere with learning and should be removed, the violated characteristic is correct formatting.

  3. 3
    Check the other characteristics

    The review is about a blender, so it is relevant to the task. Nothing here shows a duplicate, a policy problem, or a label that contradicts the task, so those characteristics appear to be met.

  4. 4
    Write the corrected row

    Strip the tags so the text reads Great blender. Express the score in the same format as every other row, for example a plain number such as 5, so that mixed numerical formats do not remain.

Result

The corrected row contains only the review text and a score in the agreed format. The meaning for a human reader is unchanged, but the model no longer has to learn to ignore the tags and the mixed format.

<p>Great blender</p>Review text with HTML tagsGreat blenderTags strippedScore: 5/5Mixed numerical format5Agreed numeric format
Given a flawed review row, which characteristic is violated, and how does the corrected row differ from the original?

Common Misreadings of Data Quality

  • Common mistake

    Assuming that more data is always better

    What it looks like

    Adding several hundred thousand noisy instructions to a set of carefully crafted ones.

    Why it fails

    The source reports that around 10,000 carefully crafted instructions were superior to several hundred thousand noisy ones. Examples that violate task requirements add noise rather than signal.

    Do this instead

    Add examples only when they are relevant, aligned, consistent, correctly formatted, unique enough, and compliant.

  • Common mistake

    Judging a dataset as high-quality in itself

    What it looks like

    Keeping a 19th-century legal dataset for a model that answers questions about today's law.

    Why it fails

    Relevance is only defined in relation to what the model is supposed to do.

    Do this instead

    Ask what the model is supposed to do first, then judge each example against that task.

  • Common mistake

    Treating identical labels as proof of agreement

    What it looks like

    Two essays both receive a 4 on a 1 to 5 scale, so the annotations are assumed to agree.

    Why it fails

    When an annotation scheme is vague, identical labels can hide very different judgments.

    Do this instead

    Write a guideline that says what each label means, and check that different annotators on the same example produce labels that are not far apart.

  • Common mistake

    Dismissing small formatting differences as harmless

    What it looks like

    Leaving trailing whitespace, stray new lines, or inconsistent casing in place because a human reader would not notice.

    Why it fails

    A model sees each variation as a difference it must account for.

    Do this instead

    Remove redundant formatting tokens and standardize casing and numerical formats.

  • Common mistake

    Treating the six characteristics as an absolute rulebook rather than a default checklist that may need task-specific additions

Checking a Dataset Problem

EASY

A dataset for a model that answers quick factual questions contains an annotation that is factually correct but runs to four paragraphs for a one-line question. Which of the six characteristics is violated, and what would a corrected annotation look like?

Hints
  • The source contrasts accuracy with alignment. Ask whether the annotation matches what the task requires, not only whether it is true.
  • The task asks for concise answers, so the annotation should be concise while remaining factually correct.
MEDIUM

A training file for a model that must not learn personal data contains rows with customers' full names and phone numbers, all taken from otherwise relevant product reviews. Name the violated characteristic, explain why relevance does not rescue these rows, and describe what the corrected dataset should guarantee.

Hints
  • Look at the compliance characteristic and the source's PII example.
  • Relevance is judged against the task, so an on-topic review can still be unusable.

Key Takeaways

  • Data quality is judged against the task a model is being trained to perform, not as a property of the data alone.
  • The six characteristics are relevance, alignment with task requirements, consistency, correct formatting, uniqueness, and compliance, and they are a default checklist that projects may extend.
  • A small set of carefully prepared examples can outperform a much larger set that is full of noise, so more data is not automatically better.
  • Consistency depends on a shared annotation guideline so that the same label means the same judgment to every annotator.
  • Plan for these characteristics before creating data, since the production techniques are aimed at producing exactly these qualities.

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