Chunking & Embeddings

Text splitting strategies, embedding generation with FastEmbed, RAG pipeline integration

Chunking Architecture Overview

Location: crates/xberg/src/chunking/, crates/xberg/src/embeddings.rs

Extracted Text
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[1. Normalization] -> Clean whitespace, remove control chars
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[2. Chunk Strategy Selection] -> Fixed-size, semantic, syntax-aware, recursive
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[3. Overlap Management] -> Control context window overlap
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[4. Optional Embedding] -> Generate vectors with FastEmbed
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Output: Vec<Chunk> with text, vectors, metadata

Chunking Strategies

Location: crates/xberg/src/chunking/mod.rs

Key config fields per strategy (see struct definitions in chunking/mod.rs):

• Fixed-Size: chunk_size, overlap, trim_whitespace
• Semantic: target_chunk_size, min/max_chunk_size, semantic_threshold, use_sentence_boundaries
• Syntax-Aware: chunk_by (Paragraph/Section/Heading/Sentence/CodeBlock), max_chunk_size, respect_code_blocks
• Recursive: separators[], chunk_size, overlap

Chunking Configuration Presets

Location: crates/xberg/src/chunking/mod.rs

Usage: set config.chunking.preset = Some("balanced") in ExtractionConfig.

Embedding Generation with FastEmbed

Location: crates/xberg/src/embeddings.rs

Model Selection

Embedding Pattern

TextEmbeddingManager provides singleton-cached models per config. Pattern:

1. get_or_init_model() -- lazy-loads ONNX model (downloads if needed), caches in Arc<RwLock<HashMap>>
2. embed_chunks() -- collects chunk texts, calls model.embed(texts, batch_size), zips results back to ChunkWithEmbedding

Default config: batch_size=256, device=CPU, parallel_requests=4.

ONNX Runtime Requirement

Embeddings require ONNX Runtime. Feature-gated via:

[features]
embeddings = ["dep:fastembed", "dep:ort"]

Install: brew install onnxruntime (macOS) / apt install libonnxruntime libonnxruntime-dev (Linux). Verify: echo $ORT_DYLIB_PATH.

RAG Integration Pattern

The full extraction-to-RAG pipeline:

1. Extract: extract(ExtractInput::from_uri(path), config) -> ExtractionResult
2. Chunk: Apply preset strategy to output.results[0].content -> Vec<Chunk>
3. Embed: If embedding config present, TextEmbeddingManager::embed_chunks() -> Vec<ChunkWithEmbedding>
4. Output: RagDocument { file_path, metadata, chunks } ready for vector DB ingestion

See ChunkWithEmbedding struct in types.rs: contains text, embedding: Vec<f32>, dimensions, norm, metadata.

Critical Rules

1. Chunking is preprocessing - Always apply before embedding to ensure consistent vector sizes
2. Overlap prevents information loss - Set overlap to 15-20% of chunk size
3. Embedding models are stateful - Lazy load and cache to avoid repeated initialization
4. ONNX Runtime is required - Gracefully degrade if not available (skip embeddings)
5. Batch embedding for performance - Never embed single chunks; batch 50-1000 chunks
6. Normalize embeddings for search - Use L2 norm for cosine similarity
7. Cache embedding results - Don't re-embed identical text chunks
8. Model selection impacts quality - bge-small (384) for speed, bge-base (768) for quality

Related Skills

• extraction-pipeline-patterns - Text extraction preceding chunking
• api-server-mcp - Endpoint for chunking + embedding operations
• ocr-backend-management - OCR text quality affects chunking success