5 Chunking Strategies For RAG Applications

March 18, 2025
20 min read

Natural language processing has rapidly advanced, particularly with the emergence of Retrieval-Augmented Generation (RAG) pipelines, which effectively address complex queries. By combining retrieval-based systems with generative models, RAG pipelines enhance the ability to answer questions with high relevance and context.

However, to get the best from RAG models, you need to optimize the way in which the input text is processed and segmented—a process known as chunking. The effectiveness of an RAG application is significantly influenced by the chunking approach. In this article, you'll explore different strategies that you can harness to chunk text for RAG.

What Is Text Chunking For RAG?

Text chunking is the process of breaking down large bodies of text into smaller, meaningful segments called chunks. Since RAG systems combine retrieval-based and generative AI models, chunking helps ensure that relevant context is extracted and provided to the model during generation. These chunks can be sentences, phrases, or specific sections, depending on the level of granularity required. The goal is to structure the text in a way that makes it easier for the retrieval model to find and return the most relevant information when answering a query.

For example, suppose a RAG system is designed to answer medical questions based on an extensive corpus of documents. Instead of processing entire documents at once, the text is divided into smaller sections, such as individual explanations of diseases, symptoms, and treatments. When a user asks about symptoms of a particular disease, the system retrieves the most relevant chunk containing that information.

Importance of Text Chunking For RAG

Chunking text for RAG offers several benefits. Here are a few of them:

Improved Retrieval Efficiency

Organizing the text into smaller chunks enables the retrieval component of the RAG architecture to rapidly identify relevant information. This is because smaller chunks reduce the computational load on the retrieval system, facilitating faster response times during the retrieval phase.

Optimized LLM Performance

Large language models, such as GPT-4, have token limits that determine how much text they can process at a time. Chunking divides input text into smaller chunks so that they fall within these bounds. Therefore, the RAG system can handle large datasets without truncating critical data.

Enhanced Accuracy and Relevance

Chunking enables the RAG model to pinpoint the most relevant information more precisely. Since each chunk is a condensed representation of information, it is easier for the retrieval system to assess the relevance of each chunk to a given query. This improves the likelihood of retrieving the most pertinent information.

Optimized Memory Usage

Chunking helps conserve memory resources. Instead of loading the whole document into the memory at once, only the relevant chunks are retrieved, which helps in reducing the memory footprint of the RAG application. This is particularly beneficial when working with large amounts of data or when deploying applications on constrained hardware resources.

How Does Chunking For RAG Work?

Here is an overview of the process:

Working of Chunking for RAG

First, the documents must be divided into smaller snippets of meaningful chunks according to your chunking strategy. These text chunks of data are converted into vector embeddings using specialized embedding models, such as OpenAI and Cohere. Now, these embeddings, which capture the semantic essence of the data, are stored in vector databases like Pinecone or Chroma.

When a user submits a query, it is also encoded into a vector representation using a similar embedding model that processes the data chunks. The query embeddings are then compared to those stored in the vector database through a semantic similarity search. The system prioritizes and retrieves the most relevant chunks based on proximity to the query.

Finally, the retrieved chunks, along with the query prompt, are sent to a large language model. The LLM uses this context to generate a response that is relevant to the user query.

5 Text Chunking Strategies For RAG

Let's understand various chunking strategies that you can use to chunk text for the RAG technique.

Fixed-Size Chunking

Fixed-size chunking is one of the simplest and most common approaches. In this method, text will be split into uniformly sized segments based on a pre-defined number of characters, words, or tokens.

Fixed-Size Chunking

It’s ideal for uniformly structured content but risks breaking up the context in the middle of sentences or paragraphs. Therefore, it is recommended that overlap between two consecutive chunks be maintained to retain the semantic context.

Recursive Chunking

Recursive chunking provides a more adaptive solution than fixed-size chunking. It operates by splitting text using a set of separators. If the initial attempt at dividing the text doesn’t produce chunks of the required size, the method recursively calls itself until the desired chunk size is achieved. Langchain framework offers RecursiveCharacterTextSplitter class, which facilitates splitting text using default separators (“\n\n”, “\n”, “ “,””).

Recursive Chunking

Unlike fixed-size chunks, this approach preserves semantic and structural integrity. However, recursive calls and multiple separator checks can slow down processing for large texts.

Semantic Chunking

Semantic chunking is an advanced text-splitting technique of dividing a document into meaningful chunks based on the context rather than arbitrary size-based methods.

Semantic Chunking

This method uses embeddings to group text based on semantic similarity. Embeddings of high semantic similarity are closer together than those of low semantic similarity, resulting in context-aware chunks. LlamaIndex has a SemanticSplitterNodeParse class that enables the splitting of documents into nodes. Each node consists of a collection of sentences that are semantically related.

Layout-Aware Chunking

Layout-aware chunking is an advanced technique used to segment documents into meaningful chunks of text while preserving their inherent structure and layout. It considers elements like headings, subheadings, tables, paragraphs, and other layout-specific entities to ensure that each chunk maintains semantic coherence.

Layout-Aware Chunking

This approach is particularly useful when processing complex documents such as PDFs and web pages, where layout plays a critical role in conveying information. For example, Amazon Textract's layout-aware processing ensures that each chunk represents a cohesive topic or section, preserving the document's logical structure.

Windowed Summarization Chunking

The windowed summarization technique enhances the context and continuity of information retrieval. This method involves enriching each text chunk with summaries of the previous few chunks, creating a window of context that moves along with the text.

Windowed Summarization Chunking

Including the summaries improves the retrieval process as each chunk carries a broader context. This makes it easier for language models to understand and generate accurate responses.

How to Choose the Best Text Chunking For RAG?

Here are the key factors to consider when choosing a chunking strategy:

Document Structure: You must analyze the document type, content structure, and use case before selecting a chunking method. For documents with inherent structure (e.g., markdown), layout-aware-specific chunking methods should be used. This allows the system to maintain logical sections, ensuring that context is retained in structured documents like reports or manuals​.

Scalability: As your data and system requirements grow more complex, advanced methods like semantic chunking provide a more refined approach. These techniques help maintain contextual accuracy and relevance, especially in large-scale or unstructured datasets.

Task Specificity: The nature of the task directly influences the chunking strategy. Tasks that involve precise information retrieval, such as fact-checking, require smaller chunks to improve granularity and retrieval accuracy. In contrast, tasks that need broader context, such as summarization or content generation, perform better with larger chunks that retain more information from the source material.

Embedding Model Compatibility: The chunking strategy must align with the token limitations and processing capabilities of the model you are using. For example, the maximum length of input text for the Azure OpenAI text-embedding-ada-002 model is 8,191 tokens. Balancing chunk size with the model's context window ensures efficient processing and avoids truncation of important information.

Resource Availability: Certain chunking approaches can be more computationally expensive or memory-intensive, particularly when they utilize sophisticated algorithms or extensive data sets. Balancing the desired performance with the available resources will help implement a feasible chunking strategy.

Simplify Chunking for Your RAG Applications Using Airbyte

Airbyte is an AI-powered data integration and replication platform. It offers 550+ pre-built connectors, enabling you to consolidate data from diverse sources to the destination of your preference. Further, if you don't find a particular connector, you can utilize Airbyte’s Connector Builder or Connector Developer Kit (CDK) to build customized connectors. The Connector Builder’s AI-assist functionality scans through your provided API documentation and auto-fills the required fields, reducing setup time.

The platform facilitates integration with popular vector databases, such as Pinecone, Chroma, Milvus, and Qdrant. It enables you to perform RAG-specific transformations, such as chunking powered by LangChain and embedding, using providers like OpenAI or Cohere. Thus, you can convert unstructured data into vector embeddings and store them in vector stores. These vector databases can be integrated with LLM frameworks to enhance the responses.

Airbyte

For example, let’s say you want to replicate data to a Pinecone vector database. While configuring the Pinecone connector, you will see a processing section where you can mention the chunk size and the text fields to embed.

Create a Pinecone Destination in Airbyte

The connector splits the selected text field into chunks of pre-defined size and then embeds and upserts each chunk. Each chunk also contains metadata, which references the original record from which it was created. This improves retrieval accuracy and optimizes search efficiency within your RAG applications. For more insights, check out how to build an end-to-end RAG pipeline using Pinecone and LangChain.

Wrapping Up

Chunking plays a crucial role in optimizing RAG responses and performance. In this article, you've explored the importance of chunking and examined various strategies for chunking text for RAG applications. By selecting the right chunking approach that aligns with the specific use case of the application, you can deliver more accurate and contextually relevant results.

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