Journal Article
Machine Learning
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A Comprehensive Survey on Transfer Learning

Fuzhen Zhuang(Chinese Academy of Sciences), Zhiyuan Qi(Chinese Academy of Sciences), Keyu Duan(Chinese Academy of Sciences), Dongbo Xi(Chinese Academy of Sciences), Yongchun Zhu(Chinese Academy of Sciences), Hengshu Zhu(Baidu (China)), Hui Xiong(Rutgers, The State University of New Jersey), Qing He(Chinese Academy of Sciences)
July 7, 2020Proceedings of the IEEE6,670 citations

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Proceedings of the IEEE

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2020

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Abstract

Transfer learning aims at improving the performance of target learners on target domains by transferring the knowledge contained in different but related source domains. In this way, the dependence on a large number of target-domain data can be reduced for constructing target learners. Due to the wide application prospects, transfer learning has become a popular and promising area in machine learning. Although there are already some valuable and impressive surveys on transfer learning, these surveys introduce approaches in a relatively isolated way and lack the recent advances in transfer learning. Due to the rapid expansion of the transfer learning area, it is both necessary and challenging to comprehensively review the relevant studies. This survey attempts to connect and systematize the existing transfer learning research studies, as well as to summarize and interpret the mechanisms and the strategies of transfer learning in a comprehensive way, which may help readers have a better understanding of the current research status and ideas. Unlike previous surveys, this survey article reviews more than 40 representative transfer learning approaches, especially homogeneous transfer learning approaches, from the perspectives of data and model. The applications of transfer learning are also briefly introduced. In order to show the performance of different transfer learning models, over 20 representative transfer learning models are used for experiments. The models are performed on three different data sets, that is, Amazon Reviews, Reuters-21578, and Office-31, and the experimental results demonstrate the importance of selecting appropriate transfer learning models for different applications in practice.

Analysis

Why This Paper Matters

Transfer learning has become a cornerstone of modern machine learning, enabling models to leverage knowledge from related domains and reduce reliance on large target-domain datasets. As the field rapidly expands, prior surveys have struggled to keep pace, often presenting approaches in isolation and missing recent advances. This paper addresses that gap by comprehensively systematizing the literature, connecting disparate studies, and providing a coherent framework for understanding transfer learning mechanisms. Its publication in Proceedings of the IEEE and its high citation count (over 6,600) underscore its influence and utility to the community.

The survey's emphasis on both data and model perspectives offers a holistic view that helps practitioners navigate the complex landscape of transfer learning methods. By reviewing over 40 representative approaches, with a particular focus on homogeneous transfer learning, it bridges theoretical concepts and practical implementation. Moreover, the inclusion of experimental benchmarks with over 20 models on three diverse datasets (Amazon Reviews, Reuters-21578, and Office-31) adds empirical grounding, demonstrating that no single model dominates across all scenarios. This practical insight is invaluable for researchers and engineers tasked with selecting appropriate methods for their specific applications.

Technical Contributions

  • Systematic Review: The paper categorizes and connects over 40 transfer learning approaches, organizing them by data and model perspectives, which provides a structured taxonomy for understanding the field.
  • Focus on Homogeneous Transfer Learning: It delves into homogeneous transfer learning, where source and target domains share the same feature space, offering detailed insights into this widely applicable setting.
  • Mechanism and Strategy Interpretation: Beyond listing methods, the survey interprets the underlying mechanisms and strategies, helping readers grasp the rationale behind different transfer learning techniques.
  • Empirical Benchmarking: It conducts experiments with over 20 representative models on three datasets, offering a comparative analysis that highlights the importance of model selection in practice.
  • Application Overview: The paper briefly introduces real-world applications of transfer learning, connecting research to practical use cases.

Results

The experimental evaluation benchmarks over 20 transfer learning models on Amazon Reviews, Reuters-21578, and Office-31. While the abstract does not provide specific performance metrics, the key finding is that model performance varies significantly across datasets, underscoring the necessity of selecting appropriate transfer learning models for different applications. This empirical evidence supports the survey's call for a nuanced understanding of transfer learning methods rather than a one-size-fits-all approach. The results serve as a practical guide for practitioners, demonstrating that the choice of model can substantially impact target-domain performance.

Significance

This survey's significance lies in its comprehensive and systematic treatment of transfer learning, which has become increasingly important as data-hungry models dominate AI. By connecting and interpreting a vast body of research, it lowers the barrier to entry for newcomers and provides a reference for experts. The empirical benchmarking adds a layer of practical relevance, encouraging informed model selection. As transfer learning continues to evolve, especially with deep learning, this paper's framework and insights will remain valuable for guiding future research and applications, ultimately contributing to more efficient and effective machine learning systems that can adapt across domains.