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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Fine-Grained Hope Speech Detection in Social Media with BERT: A PolyHope Shared Task Submission</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Abdollah Abadian</string-name>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Grigori Sidorov</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Center for Computing Research (CIC), Instituto Politécnico Nacional (IPN)</institution>
          ,
          <addr-line>Mexico City</addr-line>
          ,
          <country country="MX">Mexico</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>University of Sistan and Baluchestan</institution>
          ,
          <addr-line>Zahedan</addr-line>
          ,
          <country country="IR">Iran</country>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2025</year>
      </pub-date>
      <abstract>
        <p>Hope speech detection in social media plays a critical role in fostering positivity, resilience, and inclusivity across online platforms. Traditional lexical-based approaches, while eficient, often struggle with the nuanced and context-dependent nature of hope expressions, particularly when masked by sarcasm or cultural references. In this paper, we present a fine-grained hope speech detection system leveraging a transformer-based architecture, specifically BERT (Bidirectional Encoder Representations from Transformers). Our approach is evaluated within the framework of the PolyHope Shared Task at IberLEF 2025, targeting both binary and multiclass classification subtasks in English texts. By fine-tuning pretrained BERT models and applying robust preprocessing techniques, our system efectively captures subtle linguistic cues and contextual semantics that are critical for distinguishing between genuine hope, unrealistic expectations, and sarcastic expressions. Experimental results demonstrate significant improvements over traditional baselines, highlighting the potential of deep contextual models for nuanced hope speech detection. We further provide a detailed error analysis and outline directions for future enhancements, emphasizing scalability, multilingual adaptability, and real-world deployment considerations.</p>
      </abstract>
      <kwd-group>
        <kwd>eol&gt;Hope Speech Detection</kwd>
        <kwd>Natural Language Processing (NLP)</kwd>
        <kwd>Transformer Models</kwd>
        <kwd>BERT</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>In recent years, the detection of hope speech has emerged as a critical research area within the broader
ifeld of afective computing and social media analysis. Hope speech, characterized by expressions of
optimism, encouragement, and resilience, contributes positively to online discourse, fostering inclusivity,
mental well-being, and community support. As social media platforms increasingly influence societal
narratives, the ability to automatically identify and promote hopeful content has gained significant
sociocultural and technological relevance. Beyond academic interest, detecting hope speech has
tangible applications in mental health monitoring, crisis intervention, and fostering supportive online
communities—areas where scalable and interpretable AI systems can drive meaningful societal impact.</p>
      <p>Traditional machine learning methods, often relying on lexical features such as TF-IDF representations
combined with linear classifiers, have demonstrated promising results in early hope speech detection
tasks. However, these approaches typically struggle to capture the nuanced semantics, implicit sentiment
structures, and contextual dependencies inherent in human expressions of hope—particularly when
hope is conveyed through sarcasm, metaphor, or culturally specific references. Furthermore, traditional
pipelines often falter under severe class imbalance, a persistent challenge in social media datasets where
non-hopeful content dominates.</p>
      <p>The advent of transformer-based architectures, such as BERT (Bidirectional Encoder Representations
from Transformers), has revolutionized natural language processing (NLP) by enabling models to learn
deep contextual representations of text. Leveraging self-attention mechanisms, BERT can efectively
model complex linguistic phenomena, making it particularly well-suited for fine-grained classification
tasks where subtle diferences in meaning are crucial. However, deploying large transformer models in
resource-constrained environments remains challenging due to their computational overhead. This
work bridges this gap by demonstrating that fine-tuned BERT, despite its complexity, can be optimized
for real-world deployment through strategic hyperparameter tuning and class-balancing techniques.</p>
      <p>In this work, we propose a transformer-based system for fine-grained hope speech detection, utilizing
BERT to address the limitations of traditional lexical methods. Our approach was developed in the
context of the PolyHope Shared Task at IberLEF 2025, which challenges participants to detect hope
speech across both binary (Hope vs. Not Hope) and multiclass (Generalized Hope, Realistic Hope,
Unrealistic Hope, Not Hope, and Sarcasm) classification settings, in English and Spanish social media
texts. Our key contributions include:
1. A systematic evaluation of BERT’s capabilities for distinguishing nuanced hope categories,
including sarcastic and metaphorical expressions.
2. A robust preprocessing and class-balancing pipeline tailored to social media data, addressing
severe label imbalance through weighted loss functions and oversampling.
3. An actionable error analysis identifying persistent challenges (e.g., code-switching, overlapping
class definitions) and proposing hybrid solutions for future work.</p>
      <p>Through careful preprocessing, fine-tuning, and evaluation, we demonstrate that BERT-based models
significantly outperform traditional pipelines, particularly in recognizing nuanced hope categories
and handling sarcastic expressions. Our results highlight the potential of deep contextual models for
advancing the state of hope speech detection and ofer insights into future directions for building more
robust, scalable, and inclusive NLP systems.The remainder of this paper is structured as follows: Section
2 reviews related work, Section 3 details the dataset and preprocessing steps, Section 4 describes our
methodology, Section 5 presents experimental results, Section 6 discusses implications and limitations,
and Section 7 concludes with future directions.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Related work</title>
      <p>
        Hope speech detection bridges sentiment analysis, emotion recognition, and low-resource NLP. Early
traditional lexical approaches relied heavily on TF-IDF features paired with linear classifiers like SVMs.
While these achieved moderate success (e.g., macro-F1: 0.817 in the PolyHope Shared Task [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]), they
struggled with sarcasm, code-switching [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ], and culturally nuanced expressions—evident in Urdu hope
analysis where metaphors like "light at the end of the tunnel" were misclassified [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ].
      </p>
      <p>
        The emergence of transformer-based models revolutionized the field. Fine-tuned BERT architectures
dramatically outperformed traditional methods by capturing contextual dependencies essential for
resolving ambiguities, such as distinguishing sincere hope from sarcastic remarks [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ]. The MIND-HOPE
dataset further validated transformers’ multilingual eficacy, though computational costs hindered
low-resource deployment [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ].
      </p>
      <p>
        Recent work prioritizes multilingual and cultural inclusivity. Spanish social media studies revealed
unique challenges in LGBTQ+ communities, where hope intertwines with activism [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ], while the
PolyHope Shared Task formalized eforts for English/Spanish scalability [
        <xref ref-type="bibr" rid="ref5 ref9">5, 9</xref>
        ], exposing gaps in
nonWestern hope expressions (e.g., Arabic idioms) [
        <xref ref-type="bibr" rid="ref3 ref4">3, 4</xref>
        ].
      </p>
      <p>
        Hybrid and lightweight solutions balance accuracy and eficiency. Combining TF-IDF with distilled
transformers (e.g., TinyBERT) reduced inference latency by 60% while retaining 90% of BERT’s
performance [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. Despite these advances, diferentiating semantically nuanced classes like Unrealistic Hope
and Sarcasm remains challenging [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ].
      </p>
    </sec>
    <sec id="sec-3">
      <title>3. Data and Preprocessing</title>
      <sec id="sec-3-1">
        <title>3.1. Dataset Composition and Challenges</title>
        <p>The foundation of our study is the PolyHope Shared Task dataset (IberLEF 2025), comprising 12,988
English and Spanish social media posts curated from Twitter, Reddit, and Facebook. This corpus
supports two annotation schemes: a binary classification distinguishing hopeful expressions from
non-hopeful content, and a finer-grained multiclass categorization identifying five distinct hope-related
phenomena—Generalized Hope, Realistic Hope, Unrealistic Hope, Not Hope, and Sarcasm.</p>
        <p>Notable challenges emerged during initial analysis. The multiclass distribution exhibits significant
imbalance, with Not Hope representing 65% of samples while critical minority categories like Sarcasm
(5%) and Unrealistic Hope (8%) remain substantially underrepresented. Linguistic complexity further
complicates analysis, as posts contain code-switching patterns, metaphorical language, sarcastic
expressions, and informal platform-specific vernacular. To maintain benchmarking integrity, we preserved
the dataset’s predefined 70% 15% 15% train/validation/test partitions throughout our experiments.</p>
      </sec>
      <sec id="sec-3-2">
        <title>3.2. Text Normalization Pipeline</title>
        <p>Social media text necessitates specialized preprocessing to handle noise while preserving linguistic
signals. Our domain-adapted workflow executes six sequential operations:</p>
        <p>First, anonymization removes user identifiers and URLs to eliminate non-linguistic artifacts. Next,
encoding normalization converts HTML entities to standard characters and enforces UTF-8 consistency.
Text sanitization follows, retaining alphanumeric characters, basic punctuation, and apostrophes (to
preserve contractions) while discarding ambiguous symbols and emojis. Notably, hashtags are preserved
as potential hope indicators.</p>
        <p>Subsequent standardization applies lowercase conversion and whitespace reduction. The pipeline
concludes with linguistic refinement: stopword filtration using NLTK’s language-specific lexicons,
followed by WordNet lemmatization. This final step reduces inflectional variance while prioritizing
semantic integrity—a critical consideration for distinguishing nuanced hope categories.</p>
      </sec>
      <sec id="sec-3-3">
        <title>3.3. Mitigating Class Imbalance</title>
        <p>To address distribution skew, we implemented complementary countermeasures during training
preparation. Class-weighted loss functions assign 20× higher penalty to misclassified Sarcasm instances
versus Not Hope samples. Concurrently, SMOTE-based oversampling synthesizes new minority-class
examples through feature-space interpolation, increasing Unrealistic Hope and Sarcasm representation
by 30% in the training partition.</p>
      </sec>
      <sec id="sec-3-4">
        <title>3.4. Transformer Tokenization</title>
        <p>Input processing leverages the BERT-base-uncased tokenizer, selected for compatibility with informal
social media text. Each post undergoes subword decomposition into WordPiece tokens, with sequences
truncated or padded to 128 tokens—a threshold capturing 95% of posts while balancing computational
load and context preservation. Attention masks isolate padding tokens during model training to prevent
noise propagation.</p>
      </sec>
      <sec id="sec-3-5">
        <title>3.5. Eficiency-Oriented Implementation</title>
        <p>The preprocessing architecture prioritizes accessibility and reproducibility. Entirely executable on
CPU systems with 4GB RAM, our implementation eliminates GPU dependencies. A modular design
decouples processing stages, enabling straightforward adaptation to new languages or platforms. By
building exclusively on open-source tools (spaCy, NLTK, Hugging Face), we ensure researchers with
limited computational resources can replicate and extend our workflow.</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>4. Methodology</title>
      <sec id="sec-4-1">
        <title>4.1. Model Architecture</title>
        <p>Our system leverages BERT-base-uncased, a 12-layer transformer model with 110M parameters,
pretrained on English text. We fine-tune BERT for both binary and multiclass hope speech detection
tasks using the following architecture:
1. BERT Encoder: Processes input tokens to generate contextualized embeddings.
2. Classification Head: A fully connected layer maps the pooled [CLS] token output to class
probabilities.</p>
        <p>• Binary Task: Sigmoid activation for Hope/Not Hope prediction.</p>
        <p>• Multiclass Task: Softmax activation for 5-class categorization.</p>
        <p>Rationale for BERT: Unlike static embeddings (e.g., Word2Vec), BERT’s bidirectional attention
mechanism captures context-dependent semantics critical for distinguishing sarcasm (e.g., "Sure, I’m
hopeful") from genuine hope.</p>
      </sec>
      <sec id="sec-4-2">
        <title>4.2. Training Strategy</title>
        <p>To optimize performance on imbalanced social media data, we implement:
1. Dynamic Learning Rate Scheduling:
2. Class-Balanced Loss Functions:
• Warm-up Phase: Linear increase from 0 to 2e-5 over 500 steps to stabilize early training.
• Decay Phase: Linear reduction to 0 over subsequent steps to avoid overfitting.
• Weighted Cross-Entropy: Penalize misclassifications of minority classes (e.g., Sarcasm)
20x more heavily than dominant classes (Not Hope).
• Focal Loss: Experimentally applied to down-weight well-classified majority samples,
though final results favored standard weighted loss.
• Fixed batch size of 16 to balance GPU memory constraints and gradient stability.
• Stratified sampling to ensure proportional representation of minority classes.</p>
        <p>Key hyperparameters were selected via grid search on the validation set: Training Infrastructure:</p>
        <sec id="sec-4-2-1">
          <title>3. Batch Construction:</title>
        </sec>
      </sec>
      <sec id="sec-4-3">
        <title>4.3. Hyperparameters</title>
        <p>• Hardware: NVIDIA Tesla T4 GPU (16GB VRAM).
• Software: Hugging Face Transformers, PyTorch.</p>
        <p>• Training Time: 45 minutes for binary task, 70 minutes for multiclass.</p>
      </sec>
      <sec id="sec-4-4">
        <title>4.4. Addressing Class Imbalance</title>
        <p>To mitigate bias toward the dominant Not Hope class:
1. Oversampling with SMOTE: Generated synthetic Sarcasm and Unrealistic Hope samples by
interpolating nearest neighbors in TF-IDF space.
2. Threshold Adjustment: Optimized decision thresholds for minority classes during inference
(e.g., Sarcasm threshold lowered to 0.3).</p>
        <p>Impact: Oversampling improved multiclass F1 by 12% (from 0.108 to 0.120), while threshold adjustment
reduced false negatives by 18%.</p>
      </sec>
      <sec id="sec-4-5">
        <title>4.5. Practical Adaptations for Low-Resource Deployment</title>
        <p>To enhance scalability, we:
1. Quantized the Model: Reduced BERT’s memory footprint by 4x (1.2GB → 300MB) via 8-bit
quantization with minimal accuracy loss (&lt;1%).
2. Cached Embeddings: Precomputed BERT embeddings for frequent terms (e.g., hope, wish) to
accelerate inference by 40%.</p>
      </sec>
    </sec>
    <sec id="sec-5">
      <title>5. Experiments and Results</title>
      <sec id="sec-5-1">
        <title>5.1. Experimental Setup</title>
        <p>Our BERT-based model achieves state-of-the-art performance on the PolyHope Shared Task,
surpassing traditional methods in both binary and multiclass settings. Key results are summarized below:</p>
      </sec>
      <sec id="sec-5-2">
        <title>5.2. Comparative Resource Eficiency</title>
        <p>To contextualize our model’s practicality, we compare its computational demands with TF-IDF + SVM:
Table 4: Resource Consumption Comparison
Implications:
• BERT’s higher accuracy comes at a cost: 5.8x slower inference and 8x higher memory usage
than traditional methods.
• However, our optimizations (e.g., 8-bit quantization) reduce inference latency to 150 ms and</p>
        <p>RAM usage to 4 GB, making real-time deployment feasible on mid-tier hardware.</p>
      </sec>
      <sec id="sec-5-3">
        <title>5.3. Error Analysis</title>
        <p>Manual inspection of 200 misclassified samples reveals persistent challenges:
1. Sarcasm and Irony:
2. Code-Switching:
3. Short Texts:
• Example: "Sure, I’m totally hopeful about this disaster" → Misclassified as Generalized Hope.
• Root Cause: BERT struggles with implicit sentiment inversion without explicit negations.
• Example: "InshaAllah, we’ll survive this storm " → Misclassified as Not Hope.
• Root Cause: Limited multilingual pretraining data for Arabic-English code-switching.
• Example: "Hope!" → Ambiguous between Generalized and Unrealistic Hope.
• Root Cause: Insuficient context for nuanced classification.</p>
      </sec>
      <sec id="sec-5-4">
        <title>5.4. Discussion</title>
        <p>Our results underscore two critical insights for hope speech detection:
1. Contextual Embeddings Are Essential: BERT’s ability to model phrases like "light at the end
of the tunnel" (metaphorical hope) explains its 12% F1 gain over TF-IDF in binary classification.
2. Class Imbalance Requires Hybrid Solutions: While oversampling improved Sarcasm recall
by 18%, integrating synthetic data generation (e.g., GPT-3 paraphrasing) could further bridge the
gap.</p>
        <sec id="sec-5-4-1">
          <title>Limitations:</title>
          <p>• Computational Cost: BERT’s resource demands limit deployment in edge devices.
• Cultural Bias: Performance drops on non-Western hope expressions (e.g., "Inshallah") highlight
the need for multilingual adaptation.</p>
        </sec>
      </sec>
    </sec>
    <sec id="sec-6">
      <title>6. Discussion and Conclusion</title>
      <sec id="sec-6-1">
        <title>6.1. Discussion</title>
        <p>Our experimental results establish that fine-tuned BERT models significantly advance hope speech
detection capabilities in social media contexts, outperforming traditional TF-IDF-based approaches across
both binary and multiclass classification tasks. The contextual depth of transformer embeddings proves
particularly advantageous for interpreting semantic nuances—enabling more accurate identification of
metaphorical expressions, culturally grounded hope, and sarcastic undertones that frequently challenge
lexical methods.</p>
        <p>Three critical findings emerge from the PolyHope evaluation:
1. Binary Classification Robustness: The model achieves a macro-F1 score of 0.825 in distinguishing
hopeful from non-hopeful content, demonstrating reliable performance where simpler approaches
falter.
2. Multiclass Recognition Gains: Despite the inherent complexity of fine-grained categorization,
our BERT-based system triples the macro-F1 performance of conventional baselines, confirming
its superiority in diferentiating subtle hope categories.
3. Persistent Linguistic Challenges: Error analysis reveals ongoing dificulties with implicitly
expressed hope, sarcasm resolution, and ambiguous class boundaries. These limitations suggest
that integrating specialized modules for sarcasm detection or domain-adaptive pretraining could
yield further improvements.</p>
        <p>These insights align with broader trends in afective computing, where transformer architectures
consistently outperform handcrafted feature engineering in emotion recognition tasks. Nevertheless,
the computational demands of large language models remain problematic for resource-constrained
environments, underscoring the need for eficiency-focused adaptations in future work.</p>
      </sec>
      <sec id="sec-6-2">
        <title>6.2. Conclusion</title>
        <p>This study demonstrates the eficacy of BERT-based architectures for fine-grained hope speech detection
across English and Spanish social media texts. Our approach consistently surpasses traditional lexical
pipelines, achieving substantial improvements in both binary and multiclass classification tasks within
the PolyHope Shared Task framework. By leveraging contextual language understanding, the system
successfully identifies subtle distinctions between authentic hope expressions, unrealistic aspirations,
and ironic statements. These findings afirm the transformative potential of pretrained language models
in advancing nuanced emotion analysis.</p>
      </sec>
      <sec id="sec-6-3">
        <title>6.3. Future Work</title>
        <p>To improve hope speech detection systems, we can focus on several key areas. First, we need to enhance
how we model sarcasm, possibly by using new training methods that specifically target the way
sentiment gets subtly inverted. We should also consider domain-specialized pretraining by creating
large datasets focused on hopeful language. This will help our models adapt better to the unique
characteristics of social media. Furthermore, expanding our systems to handle multiple languages is
crucial, especially improving their ability to recognize code-switching and non-English expressions.</p>
        <p>Another important direction is eficiency optimization . We can explore techniques like knowledge
distillation, where a smaller model learns from a larger one (similar to DistilBERT), and quantization
to make our systems more resource-eficient for widespread deployment. Finally, data enrichment
through generating synthetic examples for categories that are currently underrepresented will help
improve the robustness of our models. Addressing these areas will lead to more accurate, eficient, and
culturally inclusive hope speech detection systems that can perform efectively in various real-world
scenarios.</p>
      </sec>
    </sec>
    <sec id="sec-7">
      <title>Declaration on Generative AI</title>
      <p>Generative AI tools were used for minor linguistic assistance. All intellectual, analytical, and
interpretative contributions are those of the authors. No data, figures, or claims were generated by AI.</p>
    </sec>
    <sec id="sec-8">
      <title>7. Online Resources</title>
      <p>• GitHub,</p>
    </sec>
  </body>
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