Conditional information Retrieval for Longitudinal Survey Harmonisation

Overview & Synopsis

Identifying conceptually equivalent questions across different surveys is a challenging information retrieval task where surface-level textual similarity is insufficient. Two questions may be lexically similar yet assess entirely different sociological sub-concepts, or lexically different yet conceptually equivalent. We introduce a conditional information retrieval framework that addresses this by decomposing the task into two steps: concept extraction, which identifies the underlying sociological concept of a survey question using a fine-tuned generative model, and concept-aware retrieval, which augments question representations with the extracted concept as an explicit conditioning signal for finer-grained alignment. To reflect the realistic data scarcity conditions of specialised social science annotation, we use CLOSER as a case study. Our framework consistently outperforms baselines by 2-3 points in both MAP and Recall. We further analyse fine-tuning strategies including SFT, DPO, and dynamic DPO, finding that SFT delivers the most stable gains while dynamic DPO interacts differently with instruction-tuned versus distilled reasoning backbones. Finally, we demonstrate that a model fine-tuned on a general social science thesaurus (ELSST) transfers robustly to task-specific survey data, offering a practical solution under data scarcity.