From naive to advanced RAG: the complete guide by Cédrick Lunven, Guillaume Laforge

Learn how to evolve from basic to advanced RAG implementations with chunking strategies, vector search methods, metadata management, and performance optimization techniques.

Key takeaways
  • Effective RAG implementations require careful consideration of chunking strategies - options include splitting by characters, sentences, or using recursive/hierarchical approaches with different chunk sizes for different content types

  • LLMs have limitations around training cutoff dates and context windows - RAG helps overcome these by retrieving relevant context from your own data sources

  • Vector similarity search methods like cosine similarity and dot product have different tradeoffs - cosine similarity is most common but dot product can be faster when vectors are normalized

  • Advanced RAG techniques include:

    • Hypothetical document embedding
    • Query transformations
    • Re-ranking results using functions like RRF (Reciprocal Rank Fusion)
    • Graph-based approaches for traversing related content
    • Semantic chunking based on meaning rather than just size
  • Metadata is crucial for RAG systems - storing source info, timestamps, and chunk relationships helps with filtering and maintaining context

  • Vector databases need capabilities like:

    • Efficient indexing (graph-based, HNSW etc.)
    • Vector compression/quantization
    • Metadata filtering
    • Multi-vector search
  • Consider data lifecycle aspects:

    • Document parsing and cleaning
    • Chunking strategy selection
    • Embedding model choice
    • Re-embedding when content changes
    • Security and access control
  • Performance optimization techniques include:

    • Caching embeddings
    • Using approximate nearest neighbor search
    • Batch processing
    • Query compression
    • Smart chunking to reduce vector count
  • Evaluation metrics for RAG quality include:

    • Recall
    • Precision
    • F1 score
    • MRR and NDCG
  • The choice of embedding model impacts multilingual capabilities and domain-specific performance - consider fine-tuning for specialized use cases