> ## Documentation Index
> Fetch the complete documentation index at: https://vietbui.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# AI and ML Engineering

> Reference for designing production ML systems — covering the full pipeline from problem formulation through model serving, monitoring, and updates. Agent-spe…

# AI and ML Engineering

Reference for designing production ML systems — covering the full pipeline from problem formulation through model serving, monitoring, and updates. Agent-specific patterns (multi-agent coordination, RAG, context engineering, skills) are extensively documented in `wiki/concepts/` and are linked here rather than duplicated.

***

## ML System Design: 9-Step Process

When designing an ML system (for production or for an interview), follow this structured flow. Steps are not strictly sequential — iterate as constraints sharpen.

| Step                      | Focus                                                     |
| ------------------------- | --------------------------------------------------------- |
| 1. Problem formulation    | Translate business goal to ML objective                   |
| 2. Metrics                | Define offline and online success metrics before training |
| 3. Architecture (MVP)     | High-level components — ML and non-ML                     |
| 4. Data collection        | Sources, labeling strategy, storage                       |
| 5. Feature engineering    | Representation, preprocessing, feature store              |
| 6. Model development      | Selection, training, offline evaluation                   |
| 7. Prediction service     | Batch vs. real-time, edge, nearest neighbor               |
| 8. Online testing         | A/B experiments, shadow deployment, canary                |
| 9. Scaling and monitoring | Drift detection, continual training, failure tolerance    |

***

## Step 1: Problem Formulation

Before touching data or models:

* **What is the business goal?** Translate it to an ML objective (e.g., "increase engagement" → "maximize P(click | user, item)")
* **What is the ML category?** Binary classification, ranking, regression, generation, retrieval?
* **What are the inputs and outputs?** Define I/O precisely — this shapes the entire pipeline
* **Is ML actually needed?** A decision tree or heuristic may suffice; ML has real data and compute costs

***

## Step 2: Metrics — Define Before Training

Defining metrics after training is the most common ML engineering mistake. Metrics drive model selection, training objective, and deployment decisions.

### Offline metrics (evaluation without users)

| Task             | Metrics                                          |
| ---------------- | ------------------------------------------------ |
| Classification   | Precision, Recall, F1, ROC AUC, PR AUC, log-loss |
| Ranking          | nDCG, MRR, MAP, Precision\@k, Recall\@k          |
| Regression       | MSE, MAE, RMSE                                   |
| Generation (NLP) | BLEU, ROUGE, BLEURT                              |
| Retrieval        | Recall\@k, MRR                                   |

Imbalanced classes: accuracy is misleading. Use PR AUC or F1. Consider class weights or resampling.

### Online metrics (with real users)

| Type            | Examples                                                                   |
| --------------- | -------------------------------------------------------------------------- |
| Engagement      | CTR, like rate, comment rate, watch time                                   |
| Conversion      | Purchase rate, signup rate                                                 |
| Business        | Revenue lift, retention                                                    |
| Counter metrics | Hide rate, report rate, unsubscribe rate (track alongside, not instead of) |

**Counter metrics matter**: a model that maximizes CTR by showing clickbait will show up in counter metrics before it shows up in CTR degradation.

***

## Step 3: Architecture — Separate ML and Non-ML Components

A production ML system is not just a model. Identify both layers:

**Non-ML components**: user-facing app, API gateway, databases, knowledge graphs, logging infrastructure

**ML components**: candidate generator, ranker, filter, re-ranker, feature server, model server, training pipeline

Multi-stage ML architectures are common for high-traffic systems:

1. **Candidate generation**: retrieve N candidates quickly (e.g., embedding-based ANN retrieval) — recall-oriented
2. **Ranker**: score all N candidates with a heavier model — precision-oriented
3. **Filter / business rules**: apply hard constraints (safety, eligibility, deduplication)

Separating these stages allows each to be scaled, updated, and A/B tested independently.

***

## Step 4: Data Collection and Preparation

### Label acquisition strategies

| Strategy                               | When to use                                | Tradeoff                                                |
| -------------------------------------- | ------------------------------------------ | ------------------------------------------------------- |
| **Natural labels** (clicks, purchases) | Engagement and recommendation systems      | Implicit signal; not clicking ≠ negative                |
| **Human annotation**                   | High-stakes tasks (medical, legal, safety) | Expensive, slow, privacy risks                          |
| **Programmatic labeling**              | Large-scale, moderate precision acceptable | Noisy; useful for pre-training                          |
| **Weak supervision**                   | Heuristics, keyword rules, regex           | Fast, noisy; combine with hand-labeled data             |
| **Transfer learning + zero-shot**      | Limited labeled data available             | Quality depends on pre-trained model alignment          |
| **Active learning**                    | Budget-constrained annotation              | Annotate the examples the model is most uncertain about |

### Data splits — do these correctly

* **Split by time** for time-correlated data (e.g., user behavior). Splitting randomly leaks future information into training.
* **Scale/normalize after split**, using only training split statistics. Fitting scalers on the full dataset leaks test distribution into training.
* **Data leakage** is the most common source of overly optimistic offline metrics that fail to generalize.

### Class imbalance

| Approach                                               | When                                                                         |
| ------------------------------------------------------ | ---------------------------------------------------------------------------- |
| Resampling (oversample minority, undersample majority) | Moderate imbalance                                                           |
| Class weights in loss function                         | When you want to preserve original data distribution                         |
| Threshold tuning                                       | After training; adjust the decision threshold to hit target precision/recall |
| Synthetic data (SMOTE)                                 | Tabular data with moderate imbalance                                         |

***

## Step 5: Feature Engineering

### Feature types and representation

| Data type                      | Representation                                                       |
| ------------------------------ | -------------------------------------------------------------------- |
| Categorical (low cardinality)  | One-hot encoding                                                     |
| Categorical (high cardinality) | Embedding learned end-to-end, or pre-computed                        |
| Numerical                      | Scaling/normalization (StandardScaler, MinMax) — do this after split |
| Text                           | Tokenization → token IDs → embedding (BERT, learned)                 |
| Image                          | Resize + normalize → CNN features or ViT patches                     |
| User history                   | Sequence of embeddings; aggregate or use transformer over sequence   |

### Feature stores

A feature store serves pre-computed features at both training time (offline) and serving time (online), ensuring **training-serving consistency** — the same feature values used during training are available at inference time.

**Without a feature store**: training uses batch-computed features; serving computes features differently → subtle distribution mismatch → degraded model performance in production.

**Components**: offline store (batch features, S3/data warehouse), online store (low-latency serving, Redis/DynamoDB), feature transformation layer, and a registry of feature definitions.

***

## Step 6: Model Development

### Model selection heuristic

Start simple. A heuristic → logistic regression → gradient boosted trees (GBDT) → neural network progression is correct. Each step adds complexity that must be justified by measured improvement.

| Model class                  | When to prefer                                                       |
| ---------------------------- | -------------------------------------------------------------------- |
| Logistic regression / linear | Interpretability required; fast to train, debug, and serve           |
| GBDT (XGBoost, LightGBM)     | Structured/tabular data; often beats NNs on tabular                  |
| Neural network               | Unstructured data (image, text, audio); complex feature interactions |
| Transformer                  | Sequential, contextual tasks; large pre-trained models available     |

### Training discipline

* **Loss function choice**: must match your metric. If you care about ranking, use a ranking loss — not cross-entropy
* **Offline vs online training**: offline (batch) is simpler; online (continual learning) keeps models fresh but is harder to validate
* **Hyperparameter tuning**: grid search for small spaces, random search for medium, Bayesian optimization for expensive models
* **Model calibration**: raw model scores are not probabilities unless calibrated (Platt scaling, isotonic regression)

***

## Step 7: Prediction Service — Batch vs Real-Time

| Mode          | Latency       | Throughput | When to use                                                                              |
| ------------- | ------------- | ---------- | ---------------------------------------------------------------------------------------- |
| **Batch**     | Hours/minutes | High       | Pre-compute for all users nightly; recommendations that don't need real-time freshness   |
| **Real-time** | Milliseconds  | Lower      | Search ranking, ads, anything that depends on the current request context                |
| **Hybrid**    | —             | —          | Netflix pattern: batch for title carousels, real-time for row ordering within a carousel |

### On-device / edge inference

When network latency or privacy is a constraint, run inference on-device.

**Model compression techniques** to fit models on device:

* **Quantization**: reduce weight precision (float32 → int8) — typically 2–4× size reduction with small accuracy loss
* **Pruning**: remove low-magnitude weights — unstructured pruning is hard to accelerate; structured pruning is easier
* **Knowledge distillation**: train a small student model to mimic a larger teacher
* **Factorization**: decompose weight matrices into lower-rank approximations

***

## Step 8: Online Testing and Deployment

**A/B testing**: split traffic between control (existing model) and treatment (new model). Run until statistical significance on primary metric is achieved. Track counter metrics in parallel.

**Shadow deployment**: new model receives real traffic and generates predictions, but predictions are not served to users. Used to validate performance and catch failures before full deployment.

**Canary release**: deploy new model to a small fraction of traffic (1–5%). Ramp up as confidence grows. Rollback is fast if metrics degrade.

**Bandits**: multi-armed bandit algorithms (epsilon-greedy, UCB, Thompson sampling) for online A/B testing that allocate more traffic to the better variant as evidence accumulates. Useful when you need faster convergence than traditional A/B.

***

## Step 9: Scaling, Monitoring, and Continual Training

### Monitoring signals

| Signal                        | What it detects                                               |
| ----------------------------- | ------------------------------------------------------------- |
| **Data distribution shift**   | Input features have changed (covariate shift)                 |
| **Label distribution shift**  | Output distribution has changed (concept drift)               |
| **Online metric degradation** | Model predictions are hurting the user experience             |
| **System metrics**            | Latency, throughput, error rate of the serving infrastructure |

**Covariate shift**: distribution of input X changes but P(Y|X) stays the same. Correct by retraining with recent data.

**Concept drift**: the relationship between X and Y changes (e.g., user behavior evolves). More serious; may require new features, not just retraining.

### Continual training

* **Train from scratch**: expensive; use when distribution has shifted dramatically
* **Fine-tune from base model**: cheaper; works when distribution shift is gradual
* **Auto-update triggers**: time-based (daily, weekly), performance-based (metric drops below threshold), or data-volume-based (N new labeled examples accumulated)

See [Scalability and Reliability](/systems/scalability-reliability) for general infrastructure scaling patterns (load balancing, caching, sharding) that apply to ML serving infrastructure.

***

## AI Agent Engineering — Pointer to wiki/concepts/

Agent-specific patterns are documented extensively elsewhere. This section is a navigation guide, not a duplicate.

| Topic                                                        | Wiki location                                                                                                              |
| ------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------- |
| Context engineering (JIT retrieval, compaction, note-taking) | [Context Engineering](/concepts/context-engineering)                                                                       |
| RAG: contextual retrieval, BM25, reranking                   | [Contextual Retrieval](/concepts/contextual-retrieval)                                                                     |
| Agent harness (filesystem, bash, context mgmt, loops)        | [Agent Harness](/concepts/agent-harness)                                                                                   |
| Multi-agent coordination (supervisor, worker, state)         | [Agent Harness](/concepts/agent-harness), [Ralph Loop](/concepts/ralph-loop)                                               |
| Context failure modes (poisoning, distraction, confusion)    | [Context Degradation Patterns](/concepts/context-degradation)                                                              |
| Skills, subagents, teams                                     | [Agent Skills](/concepts/agent-skills), [Agent Subagents](/concepts/agent-subagents), [Agent Teams](/concepts/agent-teams) |
| Verification pipeline                                        | [Verification Pipeline](/concepts/verification-pipeline)                                                                   |

***

## Cross-references

* [Context Engineering](/concepts/context-engineering) — curating high-signal context for LLM-based agents
* [Contextual Retrieval](/concepts/contextual-retrieval) — RAG with contextual chunk prepending; 49–67% retrieval failure reduction
* [Agent Harness](/concepts/agent-harness) — model + harness = agent; the production deployment unit for AI agents
* [Scalability and Reliability](/systems/scalability-reliability) — caching, load balancing, observability for ML serving infrastructure
* [Data Modeling](/systems/data-modeling) — feature stores, data access patterns, polyglot persistence for ML data

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function up(){if(hd.hasPointerCapture(e.pointerId))hd.releasePointerCapture(e.pointerId);hd.removeEventListener('pointermove',mv);hd.removeEventListener('pointerup',up);try{localStorage.setItem('llmwiki_graph_pos',JSON.stringify({l:parseFloat(fe.style.left),t:parseFloat(fe.style.top)}));}catch(e2){if(window.console)console.debug('graph: could not persist position',e2);}}
hd.addEventListener('pointermove',mv);hd.addEventListener('pointerup',up);e.preventDefault();});
</script></body></html>"
  title="Knowledge graph"
  loading="lazy"
  style={{position:"fixed",right:"18px",bottom:"18px",width:"320px",height:"340px",border:0,borderRadius:"14px",boxShadow:"0 6px 28px rgba(0,0,0,0.38)",zIndex:50,background:"#0f1117"}}
/>
