embedding-strategies

Embedding Strategies

Guide to selecting and optimizing embedding models for vector search applications.

Do not use this skill when

• The task is unrelated to embedding strategies
• You need a different domain or tool outside this scope

Instructions

• Clarify goals, constraints, and required inputs.
• Apply relevant best practices and validate outcomes.
• Provide actionable steps and verification.
• If detailed examples are required, open resources/implementation-playbook.md.

Use this skill when

• Choosing embedding models for RAG
• Optimizing chunking strategies
• Fine-tuning embeddings for domains
• Comparing embedding model performance
• Reducing embedding dimensions
• Handling multilingual content

Core Concepts

1. Embedding Model Comparison

2. Embedding Pipeline

Document → Chunking → Preprocessing → Embedding Model → Vector
                ↓
        [Overlap, Size]  [Clean, Normalize]  [API/Local]

Templates

Template 1: OpenAI Embeddings

from openai import OpenAI
from typing import List
import numpy as np

client = OpenAI()

def get_embeddings(
    texts: List[str],
    model: str = "text-embedding-3-small",
    dimensions: int = None
) -> List[List[float]]:
    """Get embeddings from OpenAI."""
    # Handle batching for large lists
    batch_size = 100
    all_embeddings = []

    for i in range(0, len(texts), batch_size):
        batch = texts[i:i + batch_size]

        kwargs = {"input": batch, "model": model}
        if dimensions:
            kwargs["dimensions"] = dimensions

        response = client.embeddings.create(**kwargs)
        embeddings = [item.embedding for item in response.data]
        all_embeddings.extend(embeddings)

    return all_embeddings


def get_embedding(text: str, **kwargs) -> List[float]:
    """Get single embedding."""
    return get_embeddings([text], **kwargs)[0]


# Dimension reduction with OpenAI
def get_reduced_embedding(text: str, dimensions: int = 512) -> List[float]:
    """Get embedding with reduced dimensions (Matryoshka)."""
    return get_embedding(
        text,
        model="text-embedding-3-small",
        dimensions=dimensions
    )

Template 2: Local Embeddings with Sentence Transformers

from sentence_transformers import SentenceTransformer
from typing import List, Optional
import numpy as np

class LocalEmbedder:
    """Local embedding with sentence-transformers."""

    def __init__(
        self,
        model_name: str = "BAAI/bge-large-en-v1.5",
        device: str = "cuda"
    ):
        self.model = SentenceTransformer(model_name, device=device)

    def embed(
        self,
        texts: List[str],
        normalize: bool = True,
        show_progress: bool = False
    ) -> np.ndarray:
        """Embed texts with optional normalization."""
        embeddings = self.model.encode(
            texts,
            normalize_embeddings=normalize,
            show_progress_bar=show_progress,
            convert_to_numpy=True
        )
        return embeddings

    def embed_query(self, query: str) -> np.ndarray:
        """Embed a query with BGE-style prefix."""
        # BGE models benefit from query prefix
        if "bge" in self.model.get_sentence_embedding_dimension():
            query = f"Represent this sentence for searching relevant passages: {query}"
        return self.embed([query])[0]

    def embed_documents(self, documents: List[str]) -> np.ndarray:
        """Embed documents for indexing."""
        return self.embed(documents)


# E5 model with instructions
class E5Embedder:
    def __init__(self, model_name: str = "intfloat/multilingual-e5-large"):
        self.model = SentenceTransformer(model_name)

    def embed_query(self, query: str) -> np.ndarray:
        return self.model.encode(f"query: {query}")

    def embed_document(self, document: str) -> np.ndarray:
        return self.model.encode(f"passage: {document}")

Template 3: Chunking Strategies

from typing import List, Tuple
import re

def chunk_by_tokens(
    text: str,
    chunk_size: int = 512,
    chunk_overlap: int = 50,
    tokenizer=None
) -> List[str]:
    """Chunk text by token count."""
    import tiktoken
    tokenizer = tokenizer or tiktoken.get_encoding("cl100k_base")

    tokens = tokenizer.encode(text)
    chunks = []

    start = 0
    while start < len(tokens):
        end = start + chunk_size
        chunk_tokens = tokens[start:end]
        chunk_text = tokenizer.decode(chunk_tokens)
        chunks.append(chunk_text)
        start = end - chunk_overlap

    return chunks


def chunk_by_sentences(
    text: str,
    max_chunk_size: int = 1000,
    min_chunk_size: int = 100
) -> List[str]:
    """Chunk text by sentences, respecting size limits."""
    import nltk
    sentences = nltk.sent_tokenize(text)

    chunks = []
    current_chunk = []
    current_size = 0

    for sentence in sentences:
        sentence_size = len(sentence)

        if current_size + sentence_size > max_chunk_size and current_chunk:
            chunks.append(" ".join(current_chunk))
            current_chunk = []
            current_size = 0

        current_chunk.append(sentence)
        current_size += sentence_size

    if current_chunk:
        chunks.append(" ".join(current_chunk))

    return chunks


def chunk_by_semantic_sections(
    text: str,
    headers_pattern: str = r'^#{1,3}\s+.+$'
) -> List[Tuple[str, str]]:
    """Chunk markdown by headers, preserving hierarchy."""
    lines = text.split('\n')
    chunks = []
    current_header = ""
    current_content = []

    for line in lines:
        if re.match(headers_pattern, line, re.MULTILINE):
            if current_content:
                chunks.append((current_header, '\n'.join(current_content)))
            current_header = line
            current_content = []
        else:
            current_content.append(line)

    if current_content:
        chunks.append((current_header, '\n'.join(current_content)))

    return chunks


def recursive_character_splitter(
    text: str,
    chunk_size: int = 1000,
    chunk_overlap: int = 200,
    separators: List[str] = None
) -> List[str]:
    """LangChain-style recursive splitter."""
    separators = separators or ["\n\n", "\n", ". ", " ", ""]

    def split_text(text: str, separators: List[str]) -> List[str]:
        if not text:
            return []

        separator = separators[0]
        remaining_separators = separators[1:]

        if separator == "":
            # Character-level split
            return [text[i:i+chunk_size] for i in range(0, len(text), chunk_size - chunk_overlap)]

        splits = text.split(separator)
        chunks = []
        current_chunk = []
        current_length = 0

        for split in splits:
            split_length = len(split) + len(separator)

            if current_length + split_length > chunk_size and current_chunk:
                chunk_text = separator.join(current_chunk)

                # Recursively split if still too large
                if len(chunk_text) > chunk_size and remaining_separators:
                    chunks.extend(split_text(chunk_text, remaining_separators))
                else:
                    chunks.append(chunk_text)

                # Start new chunk with overlap
                overlap_splits = []
                overlap_length = 0
                for s in reversed(current_chunk):
                    if overlap_length + len(s) <= chunk_overlap:
                        overlap_splits.insert(0, s)
                        overlap_length += len(s)
                    else:
                        break
                current_chunk = overlap_splits
                current_length = overlap_length

            current_chunk.append(split)
            current_length += split_length

        if current_chunk:
            chunks.append(separator.join(current_chunk))

        return chunks

    return split_text(text, separators)

Template 4: Domain-Specific Embedding Pipeline

class DomainEmbeddingPipeline:
    """Pipeline for domain-specific embeddings."""

    def __init__(
        self,
        embedding_model: str = "text-embedding-3-small",
        chunk_size: int = 512,
        chunk_overlap: int = 50,
        preprocessing_fn=None
    ):
        self.embedding_model = embedding_model
        self.chunk_size = chunk_size
        self.chunk_overlap = chunk_overlap
        self.preprocess = preprocessing_fn or self._default_preprocess

    def _default_preprocess(self, text: str) -> str:
        """Default preprocessing."""
        # Remove excessive whitespace
        text = re.sub(r'\s+', ' ', text)
        # Remove special characters
        text = re.sub(r'[^\w\s.,!?-]', '', text)
        return text.strip()

    async def process_documents(
        self,
        documents: List[dict],
        id_field: str = "id",
        content_field: str = "content",
        metadata_fields: List[str] = None
    ) -> List[dict]:
        """Process documents for vector storage."""
        processed = []

        for doc in documents:
            content = doc[content_field]
            doc_id = doc[id_field]

            # Preprocess
            cleaned = self.preprocess(content)

            # Chunk
            chunks = chunk_by_tokens(
                cleaned,
                self.chunk_size,
                self.chunk_overlap
            )

            # Create embeddings
            embeddings = get_embeddings(chunks, self.embedding_model)

            # Create records
    

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