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More Context, Larger Models, or Moral Knowledge? A Systematic Study of Schwartz Value Detection in Political Texts

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More Context, Larger Models, or Moral Knowledge? A Systematic Study of Schwartz Value Detection in Political Texts Víctor Yeste1,2 and Paolo Rosso1,3 1

PRHLT Research Center, Universitat Politècnica de València, Spain School of Science, Engineering and Design, Universidad Europea de Valencia, Spain 3 Valencian Graduate School and Research Network of Artificial Intelligence (ValgrAI) 2

Correspondence: [email protected]

arXiv:2605.22641v1 [cs.CL] 21 May 2026

Abstract

statement about legal protection, without naming either value explicitly. Schwartz’s theory of basic human values provides a well-established structure for such distinctions (Schwartz, 1992), and the refined 19-value taxonomy makes the distinctions fine-grained enough for computational analysis (Schwartz et al., 2012). The same granularity, however, makes sentence-level classification difficult: values can be implicit, overlapping, rare, and dependent on the surrounding political argument (Falk and Lapesa, 2025). Recent NLP work has operationalized this problem as multi-label human value detection, especially in argument and political text settings (Kiesel et al., 2022, 2023; Mirzakhmedova et al., 2024; Kiesel et al., 2024). These benchmarks have made it possible to compare systems on a shared label space, but they also expose a methodological question that remains unresolved: what information should a model receive when deciding whether a sentence expresses a value? A target sentence alone may be insufficient when the value cue depends on the document topic or on previous claims. At the same time, adding a local window or a full document can introduce distractors, dilute the target sentence, and create longer inputs that different model families handle differently. Retrieved knowledge offers a complementary way to reduce ambiguity. Rather than only providing more text from the document, a system can retrieve concise definitions, annotation guidance, or contrasts among Schwartz values and use them as external moral knowledge. Retrieval-augmented methods have shown the general utility of combining parametric models with external evidence (Lewis et al., 2020; Karpukhin et al., 2020), but it is not obvious that the same idea will help finegrained value detection. Retrieved value knowledge may clarify conceptual boundaries such as B ENEVOLENCE : CARING versus U NIVERSALISM : CONCERN or S ECURITY: PERSONAL versus S E -

Detecting Schwartz values in political text is difficult because implicit cues often depend on surrounding arguments and fine-grained distinctions between neighboring values. We study when context and explicit moral knowledge help sentence-level value detection. Using the ValuesML/Touché ValueEval format, we compare sentence, window, and full-document inputs; no-RAG and retrieval-augmented settings with a curated moral knowledge base; supervised DeBERTa-v3-base/large encoders; and zero-shot LLMs from 12B to 123B parameters. The results show that more context is not uniformly better: full-document context improves supervised DeBERTa encoders by 3.8– 4.8 macro-F1 points over sentence-only input, but does not consistently help zero-shot LLMs. Retrieved moral knowledge is more consistently useful in matched comparisons, improving each tested model family and context condition under early fusion. However, scaling from DeBERTa-v3-base to large and from 12B to larger LLMs does not guarantee gains, and simple early fusion outperforms the tested latefusion and cross-attention RAG variants for encoders. Per-value analyses show that context and retrieval help most for socially situated or conceptually confusable values. These findings suggest that value-sensitive NLP should evaluate context, knowledge, and model family jointly rather than treating longer inputs or larger models as universal improvements.

1

Introduction

Political texts do not only argue for policies; they also appeal to values such as security, autonomy, tradition, equality, and care. These appeals are central to how political positions are framed and justified (Feldman, 1988; Goren, 2005; Entman, 1993; Chong and Druckman, 2007), but they are often indirect. For example, a sentence may express a concern for societal security through a claim about migration, or invoke universalism through a 1

CURITY: SOCIETAL, but it may also add irrelevant material or interact poorly with long document contexts. The rise of instruction-tuned large language models further complicates the comparison. Large language models used in a zero-shot setting can follow label definitions in prompts and reason over longer contexts, while supervised encoders can be tuned directly for the dataset (Brown et al., 2020; Ouyang et al., 2022). Therefore, a practical evaluation needs to separate several effects that are often conflated: whether gains come from document context, retrieved moral knowledge, model family, model scale, or the architecture used to fuse retrieved knowledge with the input. This distinction is especially important for a socially sensitive task, where an improvement in aggregate macro-F1 may hide uneven gains and errors across specific values (Hovy and Spruit, 2016; Blodgett et al., 2020). We present a systematic empirical study of sentence-level Schwartz value detection in political texts. We compare sentence-only, local-window, and full-document inputs; no-retrieval and retrievalaugmented conditions; supervised DeBERTa-v3 encoders at base and large scale (He et al., 2023); zero-shot instruction-tuned LLMs from three approximate scale regimes; and encoder-side retrieval architectures including early fusion, late fusion, and cross-attention. The study is organized around four research questions:

context and external knowledge can help Schwartz value detection, but their usefulness depends on the model, the input format, the fusion strategy, and the value being predicted. The rest of the paper is organized as follows. Section 2 reviews related work. Section 3 defines the dataset and task, Section 4 describes the moral KB and retrieval setup, and Sections 5 and 6 present the models, input conditions, and experimental protocol. Section 7 reports aggregate results for RQ1– RQ3, and Section 8 analyzes per-value and qualitative patterns for RQ4. Sections 9 and 10 discuss implications and conclude, followed by limitations and ethical considerations.

2

Related Work

RQ1. How does in-document context affect sentence-level Schwartz value detection? RQ2. Does retrieved moral knowledge improve value detection beyond document context? RQ3. How do model family, model scale, and fusion strategy mediate the usefulness of context and retrieval? RQ4. Which Schwartz values benefit most from context, retrieved knowledge, and different model families?

ValueEval systems. We build on work that treats values as organizing principles in political judgment and framing, and on Schwartz’s refined taxonomy as a computational label space (Feldman, 1988; Goren, 2005; Schwartz, 1992; Schwartz et al., 2012). The ValueEval and Touché lines operationalize these labels for arguments and political texts (Kiesel et al., 2022, 2023; Mirzakhmedova et al., 2024; Kiesel et al., 2024). Shared-task systems have used transformer encoders, label definitions, hierarchy-aware formulations, class-token attention, and DeBERTa-style fine-tuning (Devlin et al., 2019; Fang et al., 2023; Tsunokake et al., 2023; Aziz et al., 2023; Kandru et al., 2023; Hematian Hemati et al., 2023; Papadopoulos et al., 2023; Honda and Wilharm, 2023; Ghahroodi et al., 2023; Yeste et al., 2024). Recent sentence-level Schwartz studies further examine moral presence, hierarchies, ensembles, and higher-order value structure (Yeste and Rosso, 2026a,b). Rather than proposing another shared-task system, we use this setting as a controlled testbed to isolate the effects of targetsentence context, retrieved value knowledge, model family, and retrieval-fusion strategy.

Our contribution is not a new value taxonomy nor a new foundation model, but a controlled analysis of when common sources of additional information are useful for value-sensitive NLP. We show how to evaluate document context and retrieved moral knowledge under matched task conditions, compare supervised and zero-shot systems without treating scale as a sufficient explanation, and connect aggregate results to per-value behavior and qualitative prediction changes. This framing allows the paper to test a practical hypothesis: additional

LLMs and value detection. Human value detection is related to broader moral-language analysis, including moral-foundation classification in political and social-media text (Graham et al., 2009; Fulgoni et al., 2016; Johnson and Goldwasser, 2018; Abdulhai et al., 2024). Recent work also shows that moral and value annotations contain systematic human and model uncertainty (Falk and Lapesa, 2025), motivating per-value analysis rather than evaluation by macro-F1 alone. Large language models make zero-shot and instruction-based clas2

sification practical (Brown et al., 2020; Ouyang et al., 2022), and recent studies evaluate LLMs as carriers or detectors of human values (Yao et al., 2024; Han et al., 2025; Rodrigues et al., 2024). Our task differs from measuring a model’s own values: we ask whether LLMs can identify values expressed in external political sentences, and compare them as a zero-shot family against tasksupervised DeBERTa encoders (He et al., 2023).

Split

Sent. Lbl./sent. No label > 1 label

Train 1,603 44,758 Val. 523 14,904 Test 522 14,569

0.58 0.58 0.58

48.5% 49.0% 49.2%

5.9% 5.9% 6.2%

Table 1: Dataset statistics after collapsing attained/constrained annotations into value-presence labels.

released labels distinguish whether each value is attained or constrained; because our research questions concern value presence, we collapse both variants into one binary label per value. Therefore, the task is multi-label classification, where a sentence may express no value, one value, or several values. Table 1 shows that the task is sparse: roughly half of all sentences have no positive value label, and only about 6% of sentences are multi-label. The label distribution is also highly skewed. In the test split, the most frequent values are S E CURITY: SOCIETAL , ACHIEVEMENT , C ONFOR MITY: RULES , P OWER : RESOURCES , and U NI VERSALISM : CONCERN , while the rarest are H U MILITY , H EDONISM , U NIVERSALISM : TOLER ANCE , S ELF - DIRECTION : THOUGHT , and C ON FORMITY: INTERPERSONAL . This sparsity and imbalance are central to our evaluation: macroF1 is the primary metric, and per-value analysis is needed to determine whether context and retrieved knowledge help only frequent values or also rare and conceptually subtle ones.

Context and retrieval. Document-aware models are useful when meaning is distributed across sentences (Yang et al., 2016; Pappas and PopescuBelis, 2017), but sentence-level value detection requires labeling one marked target sentence rather than the whole document. Wider context can recover implicit value cues, but it can also introduce distractors; therefore, we compare sentence, window, and document inputs explicitly. Retrieval-augmented models combine parametric representations with external evidence (Guu et al., 2020; Lewis et al., 2020; Karpukhin et al., 2020), dense sentence embeddings provide a practical retrieval mechanism (Reimers and Gurevych, 2019), and fusion methods integrate retrieved evidence at different stages of a model (Izacard and Grave, 2021; Dong et al., 2025). In contrast to questionanswering or generation RAG, our retrieval injects compact moral definitions and label contrasts into a multi-label classifier; holding retrieval fixed lets us compare three fusion mechanisms—early fusion, late fusion, and cross-attention—under the same retrieval setup.

3

Docs

4

Knowledge Base and Retrieval

We build a compact moral knowledge base (KB) to test whether explicit value knowledge helps sentence-level classification beyond in-document context. The KB contains 58 manually curated chunks: 19 value-definition chunks, 25 operational guideline chunks, and 14 theory-level chunks describing contrasts or relations among values. The definition and theory chunks are grounded in the refined Schwartz taxonomy (Schwartz, 1992; Schwartz et al., 2012); the guideline chunks encode task-facing distinctions that are useful for annotation, such as separating S ECURITY: PERSONAL from S ECURITY: SOCIETAL or B ENEVOLENCE : CARING from U NIVERSALISM : CONCERN . The KB contains no training or test instances. Its purpose is to provide concise conceptual evidence, not additional labeled examples. Each chunk is stored as a JSONL record with a unique identifier, a source type (definition,

Dataset and Task

We use the ValuesML/Touché24-ValueEval data format for identifying human values in political text (Kiesel et al., 2022, 2023; Mirzakhmedova et al., 2024; Kiesel et al., 2024). The corpus is organized as documents split into sentences. Each sentence has a document identifier text_id, a sentence position sent_id, and the sentence text. The prediction unit is a single target sentence, while text_id and sent_id allow us to reconstruct local windows and full-document context for the same target. The train, validation, and test splits are document-disjoint, and all systems are evaluated on the same test sentences. The label space follows the refined Schwartz taxonomy (Schwartz, 1992; Schwartz et al., 2012). We use the 19 refined values listed in Appendix B; Table 6 provides the task-facing descriptions. The 3

No-RAG context only

DeBERTa encoder

Target / document context

classifier

Early fusion context + KB concatenate text

single encoder

classifier

19 Schwartz value logits

Late fusion context encoder KB encoder

average KB + concatenate vectors

Retrieved KB chunks top-k = 2

classifier

Cross-attention context tokens KB tokens

cross-attention context attends to KB

classifier

Figure 1: Encoder-side RAG fusion ablation. All RAG variants use the same retrieved KB chunks; only the fusion mechanism changes.

guidelines, or theory), the chunk text, and optional value metadata. The metadata is used for logging and qualitative analysis, but not for filtering retrieval in the main experiments. This design keeps retrieval label-agnostic at inference time: the model receives retrieved text, but not gold label information. For retrieval, we embed all chunk texts with the sentence-transformers/all-MiniLM-L6-v2 sentence embedding model and normalize embeddings. We index the resulting vectors with a FAISS IndexFlatL2 index (Reimers and Gurevych, 2019; Johnson et al., 2021). At inference time, the query is embedded with the same encoder and the nearest KB chunks are retrieved by vector distance. Main experiments use a fixed top-k = 2. For encoderbased RAG, the query is the constructed input for the current context condition: sentence-only, local-window, or full-document. For zero-shot LLM RAG, the query is the target sentence; the retrieved snippets are then inserted into the prompt together with the sentence, window, or document context. In encoder experiments with document context, retrieved KB text is capped by a fixed KB budget so that document text and retrieved knowledge share the same maximum input length. Retrieval is held fixed within each comparison. In particular, the early-fusion, late-fusion, and cross-attention RAG architectures use the same KB, embedding model, FAISS index, query construction, and top-k setting. Therefore, differences among these conditions reflect how retrieved knowledge is fused with the model representation rather than changes in the retrieval system.

5

Models and Input Conditions

5.1

Context Conditions

All conditions predict labels for the same target sentence; they differ only in the text made available around that target. In the sentence condition, the input is the target sentence alone. In the window condition, the input contains the target sentence with up to two preceding and two following sentences from the same document, truncated at document boundaries. In the document condition, the input contains the document reconstructed from all sentences with the same text_id. For encoder models, these contexts are tokenized as a single sequence and truncated to the configured maximum length; in budgeted document-RAG settings, the document budget is filled around the target sentence so that target-local evidence is preserved. For LLMs, the prompt always includes the target sentence in a separate field, even when a window or document context is also provided. 5.2

Supervised DeBERTa Encoders

Our supervised encoder family uses DeBERTav3-base and DeBERTa-v3-large (He et al., 2023). Both models are trained as 19-way multi-label classifiers with a sigmoid output for each Schwartz value. We use the HuggingFace sequence-classification interface with problem_type=multi_label_classification, optimize binary cross-entropy with logits, and select checkpoints on the validation split. Predictions are obtained by thresholding the 19 sigmoid probabilities with a validation-selected 4

Target sentence text_id + sent_id

Model family DeBERTa base / large zero-shot LLMs

Context builder sentence window document

72B, and 123B parameters. This comparison is intentionally not a supervised fine-tuning comparison. Instead, it asks whether instruction-tuned LLMs can use label definitions, optional retrieved knowledge, and longer contexts directly in the prompt. The prompt contains a task description, the 19 Schwartz value names with one-line definitions, output instructions, optional retrieved KB snippets, and the target sentence with the selected context condition. Models are instructed to return either a comma-separated list of canonical value names or NONE; the full template is shown in Figure 4 in Appendix C. Decoding is deterministic. We parse JSON-like lists, JSON objects with a labels field, comma-separated text, semicolon-separated text, and newline-separated text. Parsed strings are matched case-insensitively against the canonical label set; unknown labels are discarded, duplicate labels are removed, and NONE is interpreted as the empty set.

Optional KB retrieval FAISS + MiniLM top-k = 2 definitions and guidelines

19-label prediction Schwartz values multi-label output

Analysis macro-F1 per-value F1 qualitative changes

Figure 2: Experiment pipeline from a fixed target sentence to context construction, optional retrieval, model prediction, and aggregate and value-level analysis. The experiments use this pipeline to vary in-document context, add retrieved moral knowledge, compare model families and RAG fusion strategies, and analyze effects separately for each value.

threshold that is held fixed for test evaluation. Because fine-tuning large pretrained encoders can be sensitive to initialization and data order, DeBERTa results are run across multiple random seeds and reported as aggregate test performance in Section 7. 5.3

6

Encoder RAG Architectures

The main experiment, summarized in Figure 2, crosses three factors: model family, input context, and retrieved knowledge. For supervised encoders, we evaluate DeBERTa-v3-base and DeBERTa-v3large under the three context conditions from Section 5: target sentence, local window, and full document. Each context is evaluated both without retrieval and with early-fusion RAG, yielding twelve main encoder conditions. We evaluate Gemma-312B-it, Qwen2.5-72B-Instruct, and Mistral-LargeInstruct-2407 with the same context and retrieval conditions in zero-shot prompting. Finally, for the document setting, we run an encoder fusion ablation comparing no-RAG, early fusion, late fusion, and cross-attention for both DeBERTa scales. All DeBERTa models are trained on the training split, selected on validation, and evaluated on the held-out test split. We use three seeds (7, 42, 1701) and report mean and standard deviation across seeds, following recommendations to expose experimental variance in neural NLP (Dodge et al., 2019). DeBERTa-v3-base uses learning rate 1×10−5 , weight decay 0.15, and batch size 8. DeBERTa-v3-large uses the more stable setting selected on validation: learning rate 3×10−6 , weight decay 0.1, batch size 16, and gradient checkpointing. All encoder runs use maximum sequence length 1024, gradient accumulation 2, maximum gradient norm 1.0, up to 20 epochs with early stop-

We compare four encoder-side knowledge conditions. No-RAG uses only the selected sentence, window, or document context. Early fusion retrieves KB chunks and concatenates them with the input text before encoding, so DeBERTa sees one combined sequence containing both document context and moral knowledge. Late fusion encodes the document context and retrieved KB chunks separately, averages the retrieved KB representations, concatenates the document and KB vectors, and feeds the fused representation to the classifier. Cross-attention also encodes document and KB text separately, but adds a cross-attention block in which document-token representations attend to the retrieved KB-token representations before classification. These architectures are used as an ablation over fusion mechanisms rather than as separate task submissions: as described above, they share the same KB, retrieval index, and top-k setting. Figure 1 summarizes the four fusion variants. 5.4

Experimental Setup

Zero-shot LLMs

We also evaluate instruction-tuned decoder LLMs without task-specific fine-tuning: Gemma 3 12B IT (Team et al., 2025), Qwen2.5-72B-Instruct (Yang et al., 2025), and Mistral-Large-Instruct-2407 (Mistral AI, 2024). They serve as one representative model from three approximate scale regimes: 12B, 5

ping, and fp32 training. The prediction threshold is selected on validation and fixed at 0.18 for test evaluation. For retrieval-augmented conditions, we use the same FAISS index and retrieve the top k = 2 KB chunks. The KB budget is capped at 200 tokens for budgeted document inputs, with the remaining budget assigned to document context. LLM inference is deterministic, with temperature 0, topp = 1, and a maximum of 64 generated tokens. Large LLMs are loaded with automatic device placement and 8-bit quantization when required by GPU memory; we return to this runtime constraint in the limitations. The tested models range from 184M/435M parameters for DeBERTa-v3base/large to 12B, 72B, and 123B parameters for Gemma, Qwen, and Mistral. Experiments ran on NVIDIA H100 80GB GPU nodes (one GPU for encoders and Gemma, two for Qwen, four for Mistral), with an allocated budget on the order of 103 GPU-hours. Appendix D summarizes the reproducibility details, and Appendix A describes the planned release of code, configurations, predictions, and model artifacts. Macro-F1 is the primary metric because the label distribution is highly imbalanced and the main question concerns performance across all Schwartz values rather than only frequent labels. We report micro-F1 as a secondary aggregate metric and use per-label precision, recall, and F1 for the valuelevel analysis. For key paired contrasts, we compute confidence intervals with paired bootstrap resampling over test sentences and paired permutation tests with 2,000 iterations (Dror et al., 2018). All aggregate tables, per-value tables, qualitative examples, and significance summaries are generated from saved prediction files by the reproducible analysis scripts included with the artifact.

7

Results

7.1

RQ1: Effects of Document Context

Model

Sent.

Window

Doc.

∆Doc

DeBERTa-B .237±.038 .280±.010 .285±.013 +.048 DeBERTa-L .242±.004 .207±.004 .280±.002 +.038 Gemma-12B .198 .194 .181 -.017 Qwen-72B .215 .193 .171 -.044 Mistral-123B .208 .216 .202 -.007

Table 2: No-RAG macro-F1 by context condition. DeBERTa rows report mean±standard deviation across three seeds; LLM rows report one completed zero-shot inference run per condition. ∆Doc is document minus sentence macro-F1.

(.207), showing that more context is not monotonically useful even within the same encoder family. Paired bootstrap tests over test sentences support the encoder-side document effect: document context improves over sentence-only input for both DeBERTa scales in every seed. The window condition is less stable: it is positive for DeBERTav3-base in two seeds and near-neutral in one, but consistently negative for DeBERTa-v3-large. For zero-shot LLMs, longer prompts are not a reliable substitute for task-specific supervision. Gemma and Qwen are lower with full-document context than with sentence-only input, and Mistral is numerically highest with window context while its full-document score is numerically below sentenceonly input and the paired bootstrap interval crosses zero. Taken together, these findings indicate that indocument context is useful when the model can learn how to use it, but can add distractors or prompt burden for zero-shot LLMs (RQ1). 7.2

RQ2: Effects of Retrieved Moral Knowledge

Table 3 compares early-fusion RAG against the matched no-RAG condition for each context. Retrieved moral knowledge improves macro-F1 in every aggregate comparison. The gains are modest but consistent, ranging from .014 to .036 macroF1. DeBERTa-v3-base benefits most on average, especially for sentence-only and document inputs. DeBERTa-v3-large also improves with RAG, but less strongly, and its document-RAG gain is more seed-sensitive than the corresponding DeBERTav3-base gain. The contrast with RQ1 is important: simply adding more document text is not reliably beneficial for zero-shot LLMs, but adding retrieved value knowledge is. Gemma, Qwen, and Mistral all improve under RAG for sentence, window, and document prompts, even when the longer context itself

To isolate the effect of in-document context, Table 2 compares the no-RAG sentence, window, and document conditions. The clearest pattern is that context helps supervised encoders but not zeroshot LLMs in the same way. DeBERTa-v3-base improves from sentence-only to window and document inputs, with document context giving the best mean macro-F1 (.285 vs. .237). DeBERTa-v3large also benefits from full-document input (.280 vs. .242), but the local window hurts substantially 6

Model

Sent.

Window

Doc.

Mean

Pattern

Values with largest effects

DeBERTa-B DeBERTa-L Gemma-12B Qwen-72B Mistral-123B

+.036 +.017 +.021 +.026 +.028

+.021 +.024 +.024 +.025 +.025

+.030 +.014 +.021 +.023 +.018

+.029 +.018 +.022 +.025 +.024

Document context Retrieved KB

H EDONISM +.100; FACE +.089; T RADI TION +.086 B ENEVOLENCE : CARING +.064; S TIMU LATION +.062; FACE +.060 C ONFORMITY: INTERPERSONAL .133; S ELF - DIRECTION : THOUGHT .156; H U MILITY .179

Hard labels

Table 3: Macro-F1 gain from early-fusion RAG over the matched no-RAG condition. Values are ∆ macro-F1; positive values indicate that retrieved moral knowledge improves performance under the same context condition. DeBERTa rows are computed from seed-averaged macro-F1; LLM rows use one completed zero-shot inference run per condition. Model DeBERTa-B DeBERTa-L Gemma-12B Qwen-72B Mistral-123B

Table 5: Compact per-value patterns on the test set. The first two rows report DeBERTa-v3-base ∆F1; hard labels report the best observed F1 across all tested systems and input conditions.

Gemma, Qwen, and Mistral are used in a zeroshot scenario. DeBERTa-v3-base with document early-RAG is strongest among the tested systems (.314 macro-F1), above the best zero-shot LLMs (.241). Therefore, under this protocol, task supervision matters more than parameter count. Scale is not monotonic: DeBERTa-v3-large does not reliably improve on base, and larger LLMs improve over Gemma mainly in shorter-context RAG settings. Holding retrieval fixed, early fusion is best for both DeBERTa scales, so the tested late-fusion and cross-attention variants add complexity without improving test performance. Together, these results indicate that model family, scale, and fusion design mediate the usefulness of retrieval more than parameter count alone (RQ3). Appendix E reports the complete absolute test results.

Best no-RAG Best early RAG .285 (d) .280 (d) .198 (s) .215 (s) .216 (w)

.314 (d) .294 (d) .219 (s) .241 (s) .241 (w)

Encoder document RAG Early Late Cross DeBERTa-B DeBERTa-L

.314 .294 .301 .294 .280 .280

Table 4: Model-family and fusion summary on the test split. The upper block reports each model’s best context condition under no-RAG and early-fusion RAG (s, w, and d denote sentence, window, and document). The lower block reports the DeBERTa-only document RAG fusion ablation, where retrieval is fixed and only the fusion mechanism changes. LLMs are not included in the lower block because late fusion and cross-attention are encoder-side trainable fusion modules, not zeroshot prompting conditions. DeBERTa values are seedaveraged macro-F1.

Analysis

8.1

RQ4: Which Values Benefit Most?

The aggregate gains in RQ1–RQ3 are not distributed uniformly across the Schwartz taxonomy. Table 5 summarizes the strongest per-value patterns, with the full 19-label breakdown reported in Appendix F. Document context mainly helps values whose interpretation depends on the surrounding social or political situation: H EDONISM, FACE, and T RADITION. These labels are difficult to infer from an isolated sentence when the sentence names an event or stance but leaves the relevant motivation implicit. Retrieved moral knowledge produces a related but distinct profile. Its largest encoder gains are for B ENEVOLENCE : CARING, S TIMULATION, FACE, S ECURITY: PERSONAL, and U NIVERSAL ISM : TOLERANCE . This suggests that retrieval is not merely adding more topic context; it helps with conceptual boundary decisions, especially where the same sentence can plausibly be read through

degraded no-RAG performance. Paired bootstrap intervals over test sentences are above zero for all LLM RAG contrasts and for all DeBERTa-v3-base RAG contrasts. For DeBERTa-v3-large, sentence and window RAG are consistently positive across seeds, whereas document RAG is driven by one strong seed and is near-neutral in the other two. Overall, the results indicate that retrieved moral knowledge is a useful and relatively reliable source of additional information, but its benefit depends on model scale and context format rather than acting as a uniform boost (RQ2). 7.3

8

RQ3: Model Family, Scale, and Fusion Strategy

Table 4 compares model family, scale, and fusion. This is not a controlled pretraining-scale study: DeBERTa models are supervised on the task, whereas 7

multiple value frames. FACE is notable because it benefits from both document context and retrieved knowledge, consistent with the need to identify both the social situation and the relevant value definition. The long tail remains hard. In the final aggregate tables, the best score found for H UMILITY, S ELF - DIRECTION : THOUGHT, and C ONFORMITY: INTERPERSONAL remains below .18 F1. H UMIL ITY is also the rarest test label, but low frequency is not the only issue: S ELF - DIRECTION : THOUGHT and C ONFORMITY: INTERPERSONAL have more support yet still require subtle distinctions between ideas, actions, and social harm. Model family changes the error profile rather than eliminating this difficulty. In the LLM runs, the largest documentlevel RAG gain for all three models is for P OWER : RESOURCES , and U NIVERSALISM : CONCERN and C ONFORMITY: RULES also recur among the strongest gains. Thus, larger instruction-tuned models appear to use retrieved value descriptions most effectively for broad policy-facing categories, whereas supervised encoders obtain their clearest gains from context-dependent and socially situated values (RQ4). 8.2

ers the political frame, while retrieved value descriptions separate neighboring labels. For zeroshot LLMs, retrieved knowledge is more reliable than simply adding longer document prompts. The results also caution against treating scale or architectural complexity as a substitute for task design: under this protocol, DeBERTa-v3-large does not consistently improve over DeBERTa-v3-base, larger instruction-tuned LLMs do not outperform the supervised encoder in zero-shot mode, and the tested late-fusion and cross-attention variants do not improve over simple early fusion. Practically, these findings favor a conservative default for value detection: start with a supervised encoder, choose the amount of document context carefully, and add simple early-fusion moral knowledge when label boundaries are ambiguous. This setup is cheaper to train and run than 70B–123B zero-shot LLMs, easier to reproduce across seeds, and easier to inspect because the retrieved KB chunks are visible. LLMs remain useful as complementary systems, especially for stress-testing label definitions and generating qualitative contrasts, but they are a less straightforward default for largescale sentence-level annotation. Finally, the pervalue analysis shows why aggregate macro-F1 is not sufficient: value-sensitive NLP systems should also be evaluated by which values are helped, which are harmed, and which remain persistently difficult.

Qualitative Error Patterns

The prediction-change analysis shows that context and RAG are targeted rather than wholesale interventions: DeBERTa changes about 3.5–5.7% of sentence-level label sets across context contrasts, whereas zero-shot LLMs change about 5.1–12.2%. Appendix G gives concrete examples underlying the patterns summarized here. The examples show three recurring patterns: successful changes replace broad values with more specific ones; retrieved knowledge improves abstention on factual mentions of money, institutions, or events; and failures arise when topical relevance is mistaken for value expression or gold labels depend on implicit document-level motivation. Thus, context and moral knowledge help when they clarify the intended value frame, but can hurt when they amplify merely topical associations.

9

10

Conclusion

This study shows that additional information helps value detection only when the model can use it for the relevant label decision. Full-document context benefits supervised encoders, early-fusion moral knowledge is a useful addition, and simple RAG outperforms the tested late-fusion and crossattention variants. Larger encoders and zero-shot LLMs do not automatically improve performance under this protocol. The practical takeaway is conservative: start with a supervised encoder, choose context length deliberately, add inspectable early-fusion moral knowledge when labels are ambiguous, and evaluate per value because aggregate macro-F1 hides which values are helped, harmed, or unresolved.

Discussion

The central implication is conditionality: the same added information can help or hurt depending on the model and annotation problem. For supervised encoders, document context and early-fusion KB retrieval are complementary: the document recov-

Limitations This study is limited to one value-detection benchmark and one broad genre: political and socially 8

oriented texts. Although the dataset contains texts from multiple sources, the conclusions may not transfer directly to other domains, languages, or communicative settings such as social media, parliamentary debates, or longer argumentative essays. The experiments also use the English task formulation and English KB entries; multilingual transfer and language-specific value framing remain open questions to investigate in the future. The retrieved moral KB is fixed and manually constructed from Schwartz value definitions, annotation guidance, and contrastive label descriptions. This makes retrieval interpretable, but it also means that the results depend on the coverage and wording of the KB. Different KB chunking strategies, retrieval models, or automatically generated value explanations could lead to different RAG behaviors. We also use a fixed top-k retrieval setup rather than optimizing retrieval separately for each model or context condition. The LLM experiments are zero-shot. This choice reflects a practical comparison between taskspecific supervised encoders and general-purpose instruction-tuned models, but it does not establish the upper bound of LLM performance. Few-shot prompting, calibration, instruction tuning, or supervised fine-tuning could change the relative ranking. Some large-model runs also require quantization or multi-GPU execution in practice; although this is a realistic deployment constraint, quantization and hardware-specific inference behavior may affect outputs. Finally, the architecture ablations are not exhaustive. Late fusion and cross-attention may require additional hyperparameter tuning, alternative pooling, or different retrieval representations to reach their best possible performance. Per-value results should also be interpreted with care for rare labels, especially H UMILITY, where small support makes estimates noisy. For this reason, we emphasize broad patterns across models and values rather than treating individual per-label numbers as definitive.

under uncertainty, and the error analysis shows that context and retrieved knowledge can both correct and introduce mistakes. Therefore, outputs should be treated as analytical signals requiring human interpretation, not as definitive labels. Misclassification can be harmful if value labels are used to profile speakers, rank political viewpoints, or support moderation and surveillance decisions. This risk is especially relevant for minority or contested political positions, where framing can be subtle and context-dependent. Therefore, we discourage use of these systems for individual-level profiling, automated moderation, or high-stakes decision making. Appropriate uses are limited to transparent, auditable research settings where aggregate trends are inspected alongside examples and error analyses. The retrieved KB is task-facing and based on published value theory and annotation guidance; nevertheless, its wording can shape model behavior, so we document KB construction and make retrieval outputs inspectable.

Acknowledgments The authors used GPT-5.5 for language polishing, structural editing, and assistance in drafting prose from author-provided notes, tables, and verified experimental results. The authors reviewed and edited all generated text and are responsible for all claims, analyses, and citations. GPT-5.5 was also used to assist with code organization and result-extraction scripts; all code and outputs were manually inspected by the authors.

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Víctor Yeste and Paolo Rosso. 2026a. Do schwartz higher-order values help sentence-level human value detection? a study of hierarchical gating and calibration. Preprint, arXiv:2602.00913.

Gemma Team, Aishwarya Kamath, Johan Ferret, Shreya Pathak, Nino Vieillard, Ramona Merhej, Sarah Perrin, Tatiana Matejovicova, Alexandre Ramé, Morgane Rivière, Louis Rouillard, Thomas Mesnard, Geoffrey Cideron, Jean bastien Grill, Sabela Ramos, Edouard

Víctor Yeste and Paolo Rosso. 2026b. Human values in a single sentence: Moral presence, hierarchies, and

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to the official benchmark data under its original terms.

transformer ensembles on the schwartz continuum. Preprint, arXiv:2601.14172.

A

Data and Code Availability

E

The benchmark texts are distributed by the sharedtask organizers under their own access conditions, and we do not redistribute the raw corpus texts. We release the source code, configuration files for all training and inference runs, prompt templates, retrieval KB files, Slurm scripts, environment documentation, artifact documentation, and analysis scripts used to build the tables and qualitative examples.1 We also release aggregate result files, tuned thresholds where applicable, and prediction files in a form permitted by the dataset license. If a prediction or qualitative-analysis artifact would contain restricted text, we instead will provide the script and configuration needed to regenerate it after obtaining the official dataset. The best performing Hugging Face model bundle is released where permitted by the base-model and dataset terms.2 For large instruction-tuned LLMs, we release only configurations, prompts, and derived outputs rather than redistributing model weights. Given access to the official data under its original terms, the released artifacts are intended to reproduce all results reported in this paper.

B

Table 8 reports the full set of aggregated test results used in the main analysis. DeBERTa rows report mean±standard deviation across three fine-tuning seeds. Zero-shot LLM rows report one completed inference run per condition.

F

G

Qualitative Examples

Table 10 reports representative examples used to support the qualitative analysis in Section 8. The rows are sampled from the qualitative bundles and prediction-change summaries generated by the released analysis scripts. To avoid reproducing full document contexts, the table gives paraphrased target descriptions and sentence identifiers; full contexts can be regenerated from the official data with the released scripts.

Figure 3 gives a compact orientation map of the 19 refined Schwartz values used in the task. The higher-order regions are shown for interpretability only; all experiments predict the 19 values independently as binary multi-label targets.

Zero-shot LLM Prompt Template

All zero-shot LLM conditions use the same prompt structure. Retrieval-augmented conditions insert the optional EXTERNAL KNOWLEDGE block before the sentence, window, or document body. Modelspecific chat templates, when present, wrap this user prompt without changing its text. Figure 4 shows the exact template.

D

Per-Value Results

Table 9 reports the full per-value evidence used for RQ4. The document and knowledge columns are computed with DeBERTa-v3-base to match the compact RQ4 analysis. The best-F1 column reports the highest mean per-value F1 observed across all tested model, context, and RAG conditions.

Schwartz 19-Value Taxonomy

C

Complete Test Results

Reproducibility Details

Table 7 summarizes the main settings needed to reproduce the reported experiments, assuming access 1

https://github.com/VictorMYeste/human-valuedetection-context-rag 2 https://huggingface.co/VictorYeste/value-context-ragdeberta-v3-base-doc-rag

13

Hedonism

Openness to Change Self-direction: thought

Self-direction: action

Self-Enhancement

Stimulation

Achievement

Power: dominance

Power: resources

Face

Self-Transcendence Benevolence: caring

Benevolence: dependability

Universalism: concern

Universalism: nature

Conservation Security: personal

Universalism: tolerance

Security: societal

Conformity: rules

Tradition Conformity: interpersonal

Humility

Figure 3: Compact orientation map of the refined Schwartz 19-value taxonomy used as the label space. Dashed labels indicate boundary values in the motivational continuum.

Value

Short description

Self-direction: thought Self-direction: action Stimulation Hedonism Achievement Power: dominance Power: resources Face Security: personal Security: societal Tradition Conformity: rules Conformity: interpersonal Humility Benevolence: caring Benevolence: dependability Universalism: concern Universalism: nature Universalism: tolerance

Freedom to cultivate one’s own ideas and abilities. Freedom to determine one’s own actions. Excitement, novelty, and change. Pleasure and sensuous gratification. Success according to social standards. Power through exercising control over people. Power through control of material and social resources. Maintaining one’s public image and avoiding humiliation. Safety in one’s immediate environment. Safety and stability in the wider society. Maintaining and preserving cultural, family, or religious traditions. Compliance with rules, laws, and formal obligations. Avoidance of upsetting or harming other people. Recognizing one’s insignificance in the larger scheme of things. Devotion to the welfare of in-group members. Being a reliable and trustworthy member of the in-group. Commitment to equality, justice, and protection for all people. Preservation of the natural environment. Acceptance and understanding of those who are different from oneself.

Table 6: Task-facing descriptions of the 19 Schwartz value labels.

14

TASK: You are a classifier for human values in sentences. Given a TARGET SENTENCE and its context, identify which Schwartz values are present. SCHWARTZ VALUE DEFINITIONS: - Self-direction: thought: Freedom to cultivate one's own ideas and abilities - Self-direction: action: Freedom to determine one's own actions - Stimulation: Excitement, novelty, and change - Hedonism: Pleasure and sensuous gratification - Achievement: Success according to social standards - Power: dominance: Power through exercising control over people - Power: resources: Power through control of material and social resources - Face: Maintaining one's public image and avoiding humiliation - Security: personal: Safety in one's immediate environment - Security: societal: Safety and stability in the wider society - Tradition: Maintaining and preserving cultural, family, or religious traditions - Conformity: rules: Compliance with rules, laws, and formal obligations - Conformity: interpersonal: Avoidance of upsetting or harming other people - Humility: Recognising one's insignificance in the larger scheme of things - Benevolence: caring: Devotion to the welfare of in-group members - Benevolence: dependability: Being a reliable and trustworthy member of the in-group - Universalism: concern: Commitment to equality, justice, and protection for all people - Universalism: nature: Preservation of the natural environment - Universalism: tolerance: Acceptance and understanding of those who are different from oneself INSTRUCTIONS: - Output a comma-separated list of value names from the definitions above. - If no values are present, output: NONE - Output only the list (or NONE), no extra text. [Optional for RAG] EXTERNAL KNOWLEDGE: - <retrieved KB chunk 1> - <retrieved KB chunk 2> [Sentence condition] TARGET SENTENCE: <target sentence> [Window condition] CONTEXT WINDOW: <local context window> TARGET SENTENCE: <target sentence> [Document condition] DOCUMENT: <document context> TARGET SENTENCE: <target sentence>

Figure 4: Zero-shot LLM prompt template. The optional external-knowledge block is included only for RAG conditions; exactly one of the sentence, window, or document bodies is used for each input condition.

15

Component

Setting

Prediction unit

Target sentence identified by text_id and sent_id; train, validation, and test splits are document-disjoint. Nineteen refined Schwartz values; attained and constrained annotations are collapsed into one binary value-presence label. DeBERTa runs use seeds 7, 42, and 1701; tables report mean and standard deviation across seeds. The sigmoid decision threshold is selected on validation and fixed at 0.18 for test evaluation. Learning rate 1×10−5 , weight decay 0.15, batch size 8, gradient accumulation 2, max length 1024. Learning rate 3×10−6 , weight decay 0.1, batch size 16, gradient accumulation 2, max length 1024, gradient checkpointing, fp32 training. Up to 20 epochs with early stopping, maximum gradient norm 1.0, checkpoint selection by validation macro-F1. Implemented with PyTorch (Paszke et al., 2019) and HuggingFace Transformers (Wolf et al., 2020); metrics use scikit-learn (Pedregosa et al., 2011). Package versions and launch scripts are provided with the released artifact. sentence-transformers/all-MiniLM-L6-v2 embeddings, FAISS IndexFlatL2, normalized chunk vectors, fixed top-k = 2. NVIDIA H100 80GB GPU nodes; encoder and Gemma jobs used one GPU, Qwen-72B jobs used two GPUs, and Mistral-123B jobs used four GPUs. The reported runs used approximately 103 allocated GPU-hours including resumed runs. Retrieved KB text is capped at 200 tokens; the remaining encoder budget is assigned to document context around the target. Deterministic decoding with temperature 0, top-p = 1, and maximum 64 generated tokens. Automatic device placement; 8-bit quantization is used when required by GPU memory. Final aggregate tables, per-value tables, prediction changes, and qualitative bundles are generated from saved prediction files with the released analysis scripts.

Labels Supervised seeds Thresholding DeBERTa-v3-base DeBERTa-v3-large Training control Software Retrieval Compute Document RAG budget LLM decoding Large LLM loading Analysis scripts

Table 7: Compact reproducibility summary for the main experiments.

16

Model

Context RAG/fusion

Macro-F1

Micro-F1

DeBERTa-B DeBERTa-B DeBERTa-B DeBERTa-B DeBERTa-B DeBERTa-B DeBERTa-B DeBERTa-B

sent. sent. window window doc doc doc doc

none early none early none early late cross

.237±.038 .273±.003 .280±.010 .301±.005 .285±.013 .314±.008 .294±.011 .301±.007

.309±.014 .338±.007 .337±.007 .364±.001 .346±.012 .369±.010 .350±.008 .368±.013

DeBERTa-L DeBERTa-L DeBERTa-L DeBERTa-L DeBERTa-L DeBERTa-L DeBERTa-L DeBERTa-L

sent. sent. window window doc doc doc doc

none early none early none early late cross

.242±.004 .258±.006 .207±.004 .231±.015 .280±.002 .294±.020 .280±.004 .280±.006

.308±.008 .332±.004 .272±.007 .291±.015 .340±.006 .349±.022 .347±.002 .348±.004

Gemma-12B Gemma-12B Gemma-12B Gemma-12B Gemma-12B Gemma-12B

sent. sent. window window doc doc

none early none early none early

.198 .219 .194 .217 .181 .202

.224 .247 .209 .233 .201 .223

Qwen-72B Qwen-72B Qwen-72B Qwen-72B Qwen-72B Qwen-72B

sent. sent. window window doc doc

none early none early none early

.215 .241 .193 .218 .171 .194

.232 .264 .199 .233 .175 .209

Mistral-123B Mistral-123B Mistral-123B Mistral-123B Mistral-123B Mistral-123B

sent. sent. window window doc doc

none early none early none early

.208 .236 .216 .241 .202 .220

.225 .256 .232 .258 .211 .234

Table 8: Complete aggregated test results. Early denotes early-fusion RAG. Late and cross are the encoder-only document RAG fusion variants. Value

Gold Doc ∆ KB ∆ Best F1 Best setting

Self-direction: thought Self-direction: action Stimulation Hedonism Achievement Power: dominance Power: resources Face Security: personal Security: societal Tradition Conformity: rules Conformity: interpersonal Humility Benevolence: caring Benevolence: dependability Universalism: concern Universalism: nature Universalism: tolerance

171 512 371 125 911 631 805 267 352 1151 196 911 195 30 324 288 735 293 171

-.003 +.073 +.018 +.100 +.042 +.054 +.038 +.089 +.048 +.031 +.086 +.033 +.043 +.019 +.046 +.080 +.021 +.017 +.072

+.028 +.033 +.062 +.034 +.038 +.004 +.024 +.060 +.047 +.026 +.001 +.005 +.038 -.005 +.064 +.022 +.022 +.019 +.043

.156 .212 .294 .341 .395 .349 .423 .257 .375 .450 .458 .447 .133 .179 .292 .287 .432 .594 .262

Qwen sent. none D-B doc early D-B doc early Mistral window none D-B doc early D-B doc cross D-B doc early D-B doc early D-B window early D-B doc cross D-B window early D-B doc cross D-L doc cross Qwen sent. early D-B doc early D-B doc early D-B window early D-L doc early D-B doc early

Table 9: Full per-value test results supporting RQ4. Doc ∆ is DeBERTa-v3-base document no-RAG minus sentence no-RAG. KB ∆ is DeBERTa-v3-base document early-RAG minus document no-RAG. D-B and D-L denote DeBERTa-v3-base and DeBERTa-v3-large.

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Example

Pattern

EN_002:11

Context/RAG selects the A ministerial statement linking im- S ECURITY: more specific societal- migration to maintaining national ETAL security frame. living standards. Retrieved guidance prevents A factual report that house prices None over-annotating a descrip- were nearly unchanged over the tive market fact. year. LLM RAG separates soci- A sentence describing national de- S ECURITY: etal risk from broad concern mographic trends as worrying. ETAL for others. LLM RAG abstains on a A headline reporting a political None value-neutral political head- claim that the economy needs a reline. set.

EN_021:2 EN_002:8 EN_008:1

TR_062:11

Paraphrased target description

Gold

Prediction change SOCI - B ENEVOLENCE : CARING → S ECU RITY: SOCIETAL

ACHIEVEMENT None

SOCI - U NIVERSALISM : CONCERN → S ECU RITY: SOCIETAL

ACHIEVEMENT, S E CURITY: SOCIETAL , S ELF - DIRECTION : ACTION → None Failure: price and cost cues A sentence explaining that a cost in- ACHIEVEMENT; S E - P OWER : RE trigger resource/care labels crease affected producers and con- CURITY: SOCIETAL SOURCES → but miss societal stability. sumers. B ENEVOLENCE : CARING ; P OWER : RESOURCES

TR_059:18

Failure: the gold labels A diplomatic statement setting a B ENEVOLENCE : ACHIEVEMENT; depend on document-level near-term bilateral trade target. CARING ; S ELF - P OWER : RE diplomatic motivation. DIRECTION : AC - SOURCES → None TION

Table 10: Representative qualitative examples. To respect the dataset usage agreement, target sentences are paraphrased rather than quoted verbatim. Prediction changes show the baseline prediction followed by the comparison prediction in the corresponding qualitative bundle. The first two rows come from supervised DeBERTa context/RAG comparisons, the next two from zero-shot LLM RAG comparisons, and the final two from failure-case examples.

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Record · ID 216844 · SHA-256 78cc4913c9cad4b2
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