CN112069314B - Specific field situation analysis system based on scientific and technical literature data - Google Patents

Specific field situation analysis system based on scientific and technical literature data Download PDF

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CN112069314B
CN112069314B CN202010866432.6A CN202010866432A CN112069314B CN 112069314 B CN112069314 B CN 112069314B CN 202010866432 A CN202010866432 A CN 202010866432A CN 112069314 B CN112069314 B CN 112069314B
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CN112069314A (en
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周源
刘宇飞
谢力
陈吉红
郑文江
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Strategic Consulting Center Of Chinese Academy Of Engineering
Tsinghua University
Huazhong University of Science and Technology
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Abstract

The invention belongs to the field of development situation analysis of a specific field, and particularly discloses a specific field situation analysis system based on scientific and technical literature data, which comprises a data acquisition module, a task management module, a situation analysis engine module, a visual output module and a data resource library, wherein: the data acquisition module is used for receiving keywords provided by a user, generating a search formula and searching related scientific and technical literature data from a data resource library or an external platform resource library according to the search formula; the task management module is used for selecting the type and the analysis dimension of a required situation analysis task; the situation analysis engine module is used for analyzing the related scientific and technical literature data according to the selected situation analysis task type and the analysis dimension; and the visual output module is used for visually displaying the analysis result and generating a situation analysis report. The method utilizes scientific and technical literature data to analyze the current overall situation of the specific field, and overcomes the defect that the situation of the specific field is analyzed only by expert knowledge in the prior art.

Description

Specific field situation analysis system based on scientific and technical literature data
Technical Field
The invention belongs to the field of development situation analysis in a specific field, and particularly relates to a specific field situation analysis system based on scientific and technical literature data.
Background
The situation analysis refers to the analysis of development trends in a certain technical field, advantages and disadvantages of various countries, technical hotspots and the like. Situation analysis is generally performed by collecting data through investigation and then analyzing various factors by matching with each other through the idea of system analysis, and corresponding conclusions are drawn from the data, and the conclusions are usually strategic decision support for aspects such as roadmaps and the like. By using the method, the related scenes can be comprehensively and systematically analyzed, so that the technical and innovation strategy making, planning, countermeasures and the like are supported.
The existing situation analysis method is a relatively static method which mainly adopts qualitative analysis, is difficult to have objective standards for distinguishing advantages, disadvantages, threats and opportunities, and the final application effect of the method depends on the cognitive degree of a decision maker on a research object and the external environment where the research object is located.
At present, situation analysis models are widely applied to strategic research and competitive analysis of companies, can accurately and objectively analyze and research the actual situation of a unit, and become important analysis tools for strategic management and competitive information of the companies. However, the situation analysis is rarely used for the specific field industry analysis at present, and a related specific field situation analysis system is not available.
Disclosure of Invention
The invention provides a specific field situation analysis system based on scientific and technical literature data, aiming at solving the defects or improvement requirements of the prior art, and the system is used for reasonably utilizing the scientific and technical literature data through the synergistic action of a plurality of modules, analyzing the current overall situation of the specific field from a plurality of angles such as the world, the country, the region, the institution, the author, the patentee and the like, and breaking the traditional specific field situation analysis method only depending on expert knowledge.
In order to achieve the above object, the present invention provides a system for analyzing a situation in a specific field based on scientific and technical literature data, comprising a data acquisition module, a task management module, a situation analysis engine module, a visual output module, and a data resource library, wherein:
the data acquisition module is used for generating a search formula according to the keywords in the field to be analyzed, and further searching from the data resource library or the external platform resource library according to the search formula to obtain related scientific and technical literature data;
the task management module is used for selecting the type and the analysis dimension of a required situation analysis task;
the situation analysis engine module is used for analyzing related scientific and technical literature data according to the selected situation analysis task type and analysis dimension to obtain an analysis result; the situation analysis engine module comprises a technical trend sub-module, a technical gap sub-module, a technical distribution sub-module, an author analysis sub-module and a technical hotspot sub-module, and is respectively used for carrying out technical trend analysis, technical gap analysis, technical distribution analysis, author research distribution analysis and technical hotspot analysis;
The visual output module is used for visually displaying the analysis result and generating a situation analysis report of the field.
Preferably, the situation analysis system further comprises a subtask management module, and the subtask management module is configured to screen out a subset of data from the analysis result of the situation analysis engine module, create a subtask, and transmit the subtask to the task management module.
Preferably, the situation analysis system further includes a data optimization module, and the data optimization module is configured to optimize a data name of the analysis result obtained by the situation analysis engine module, and then transmit the optimized analysis result to the visual output module.
Preferably, the data resource library includes a knowledge base, and when the data optimization module optimizes the analysis result, the data with errors is automatically optimized through the knowledge base, or the data is manually optimized by a user.
It is further preferred that the optimization rules are recorded in the knowledge base when different users use the same optimization rule a certain threshold number of times.
Preferably, the technical trend sub-module is configured to perform technical trend analysis, and specifically, divide the scientific and technological literature data into a plurality of time slices, obtain keywords with domain characteristics from titles and abstracts of the scientific and technological literature data of each time slice, construct a co-word network according to co-occurrence relations among the keywords, cluster the co-word network to obtain clustering subjects of each time slice, then calculate similarities between clustering subjects of adjacent time slices, obtain association relations among clustering subjects of different time slices, and finally connect the clustering subjects with the association relations to obtain a technical trend analysis result.
Preferably, the technical trend sub-module clusters the co-word network by using a graph structure-based spectral clustering algorithm, and calculates the similarity between the clustering subjects of adjacent time slices by using a weighted Jacobian similarity algorithm.
Preferably, the technical gap submodule is used for performing technical gap analysis, specifically, an LDA topic model algorithm is used for performing topic identification on scientific and technical literature data of each country, and the identified topics are compared to obtain gaps and strengths of research topics of each country.
Preferably, the author analysis sub-module is configured to perform author research distribution analysis, specifically, first obtain author characteristics of each scientific and technological document, and then associate the author characteristics with subject information of each scientific and technological document to obtain research distribution of each author.
Preferably, the visual output module is configured to, when visually displaying the analysis result, display a specific display mode in a histogram, a trend graph, a pie graph, or a two-dimensional analysis graph.
Generally, compared with the prior art, the above technical solution conceived by the present invention mainly has the following technical advantages:
1. The system provided by the invention reasonably utilizes scientific and technical literature data to carry out situation analysis in a specific field through the synergistic action of the data acquisition module, the task management module, the situation analysis engine module and the visual output module, the development situation of the specific field can be well represented by the characteristics of the scientific and technical literature data, the traditional method for carrying out situation analysis in the specific field only by depending on expert knowledge is broken, and the development situation analysis in the specific field is well carried out by combining the data and the knowledge of researchers.
2. The invention can realize the situation analysis of the relevant indexes (such as global indexes, national indexes, institution indexes and word cloud indexes) in the specific field, and the indexes can well describe the development and distribution conditions of the specific field all over the world, the hotspot technology in the field and the like; meanwhile, the situation analysis engine module comprises a plurality of sub-modules, and scientific and technical literature data can be analyzed from a plurality of dimensions, such as progressive analysis of each dimension, or comparison analysis of a plurality of dimensions together.
3. The system comprises a knowledge base, analysis result data can be automatically normalized and optimized, a user can also optimize the analysis result data, and the rule of the user for optimizing the data can be recorded for automatically optimizing the data, so that the optimization accuracy is continuously improved.
4. The invention is provided with a technical trend submodule which can acquire research topics in each time period field and correlate the research topics to obtain a technical trend analysis result; and further clustering the co-word network by adopting a graph structure-based spectral clustering algorithm, and calculating the similarity between the clustering topics of adjacent time slices by adopting a weighted Jacobian similarity algorithm, thereby improving the accuracy of the clustering topics and carrying out accurate association among the topics.
5. The technical gap sub-module adopts an LDA topic model algorithm to identify the topic of the scientific and technical literature data of each country, compared with a common clustering algorithm, the LDA algorithm clusters according to the topic of the document, and the clustering result represents the topic content of the document.
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FIG. 1 is a diagram illustrating a domain-specific situation analysis system based on scientific and technical literature data according to an embodiment of the present invention;
FIG. 2 is a timing diagram illustrating operation of a domain specific situation analysis system according to an embodiment of the present invention;
FIG. 3 is a schematic diagram of an analysis visualization result of a distribution submodule according to an embodiment of the present invention;
FIG. 4 is a diagram illustrating the analysis and visualization results of an author analysis submodule according to an embodiment of the present invention;
fig. 5 is a schematic diagram of an analysis visualization result of a hot spot sub-module according to the technology of the embodiment of the present invention.
Detailed Description
In order to make the objects, technical solutions and advantages of the present invention more apparent, the present invention is further described in detail below with reference to the accompanying drawings and embodiments. It should be understood that the specific embodiments described herein are merely illustrative of the invention and do not limit the invention. In addition, the technical features involved in the respective embodiments of the present invention described below may be combined with each other as long as they do not conflict with each other.
The system for analyzing the situation of the specific field based on the scientific and technical literature data, as shown in fig. 1, includes a data acquisition module, a task management module, a situation analysis engine module, a subtask management module, a data optimization module, a visual output module, and a data resource library, wherein:
the data acquisition module is used for receiving keywords related to a field to be analyzed and provided by a user, then generating a search formula according to the keywords, and further searching the data resource library or the external platform resource library according to the search formula to obtain related scientific and technical literature data.
The task management module is used for selecting the type and the analysis dimension of a required situation analysis task, specifically, a user can select a paper situation analysis task or a patent situation analysis task according to the self requirement, and meanwhile, through the task management module, the user can select a plurality of angles or one angle for carrying out situation analysis, such as technical trend analysis, technical gap analysis, technical distribution analysis, author research distribution analysis, technical hotspot analysis and the like.
The situation analysis engine module is used for analyzing related scientific and technical literature data according to the selected situation analysis task type and analysis dimension to obtain an analysis result; specifically, the situation analysis engine module comprises a plurality of dimensionality sub-modules (including a technical trend sub-module, a technical gap sub-module, a technical distribution sub-module, an author analysis sub-module, a technical hotspot sub-module and the like) and is used for analyzing the scientific and technical literature data from a plurality of dimensionalities, and the module not only comprises a single dimensionality analysis function, but also has other functions such as two-dimensional analysis, theme evolution analysis and the like, for example, each dimensionality is automatically and progressively analyzed according to the task type defined by the task management module, or a plurality of dimensionalities are put together for comparative analysis. More specifically:
the technical trend submodule comprises the following analysis steps: (1) dividing scientific and technical literature data into a plurality of time slices; (2) using a RAKE algorithm to obtain keywords with length of 2 or 3 and domain characteristics from the scientific and technological literature data titles and abstracts of each time slice, constructing a co-word network according to the co-occurrence relationship between the keywords (two keywords appear in the same scientific and technological literature, so that the co-occurrence relationship between the two keywords is considered), and clustering the co-word network by using a spectral clustering algorithm based on a graph structure to obtain a plurality of clustering subjects of the time period; (3) calculating the similarity between the topics of the adjacent time slices by using a weighted Jacobian similarity algorithm to obtain the incidence relation of the topics among different time slices; (4) and connecting the topics with the incidence relation, and outputting the final technology evolution trend to a visual output module for visual display in a webpage.
The technical gap sub-module identifies the theme of the scientific and technical literature data of each country by using an LDA (latent Dirichlet allocation) theme model algorithm, and compares and counts the scientific and technical literature data to finally obtain the gap and the strong point of the research theme of each country; compared with the common clustering algorithm, the LDA algorithm performs clustering according to the theme of the document, and the clustering result represents the theme content of the document.
The technical distribution submodule divides the LDA topic clustering topics of each scientific and technical literature into different disciplines, and finally obtains the distribution situation of the topics of the input data set through statistics, as shown in fig. 3.
The author analysis sub-module firstly obtains author characteristics of each scientific and technical literature, then links authors and subject information of each scientific and technical literature, finally obtains research distribution of each author, and outputs the research distribution to the visualization output module for visualization display, as shown in fig. 4.
The technical hotspot sub-module firstly acquires keyword information of scientific and technical literature data and counts the keyword information, and finally outputs a statistical result to the visual output module to perform visual display of the technical hotspot by using a wordcloud word cloud visual library, as shown in fig. 5.
The subtask management module is used for screening a subdata set from the analysis result of the situation analysis engine module, creating a subtask and transmitting the subtask to the task management module, so as to further analyze the subtask set; specifically, after the situation analysis is completed, the user can continue to input the keywords, and after secondary filtering is performed according to the keywords, creation of the subtasks is completed, and the name of each subtask is "task name + subtask".
The data optimization module is used for optimizing the data name of the analysis result obtained by the situation analysis engine module and then transmitting the optimized analysis result to the visual output module; specifically, the data resource library comprises a complete national dictionary knowledge base, and can automatically standardize the name of a country; when the analysis result of the data optimization module is optimized, the state name is automatically standardized through the knowledge base, the data can be manually optimized by a user, the rule of the user optimized data is recorded by the system, and if the number of times that the same data is optimized by different users by using the same rule reaches a certain threshold value, the rule is automatically recorded into the knowledge base by the system and is used for automatically optimizing the data.
The visual output module is used for visually displaying the analysis result and generating a situation analysis report; specifically, the visualized output module performs visualized display on the analysis results based on d3.js, the user can select a visualization mode (such as a bar chart, a trend chart, a pie chart or a two-dimensional analysis chart) of each analysis result to describe the development situation of the field, and simultaneously the user can also select a visualization display of a comparative analysis of multiple dimensions, and finally the module can generate a simple text analysis report according to the analysis results and the visualization modes and export the report to the user.
As shown in fig. 2, a timing chart of the situation analysis system according to the embodiment of the present invention specifically includes:
s210 the user inputs a domain keyword into a data acquisition module of the situation analysis system 120 through the user terminal 110, the data acquisition module generates a database search formula according to the keyword, and downloads scientific and technical literature data from the data resource library 130 to acquire the scientific and technical literature data of the domain.
S220, a user defines the types of the situation analysis tasks through the user side 110, the types are divided into the types of literature data and are generally divided into the situation analysis tasks based on the thesis and the situation analysis tasks based on the patents, and meanwhile, the user can also define rules for system mode analysis through the user side 110, and the rules are used for issuing different tasks to the situation analysis engine module; and after receiving the uploaded scientific and technical literature data, the task management module issues a situation analysis task to the situation analysis engine module according to a task rule defined by a user.
The S230 situation analysis engine module has a plurality of sub-analysis engines, each of which has functions of technology trend analysis, technology gap analysis, author analysis, technology hotspot analysis, and technology topic evolution analysis, and the engines are activated by the rules defined in S220 and analyze the incoming data.
S240, selecting whether to create a subtask or not by the user through the user terminal 110, and screening a subtask set needing to be analyzed by introducing a keyword through the user terminal 110; if the user selects to create the subtask, the process returns to S220 to redefine the type of the subtask, and the other one goes to S250 directly.
S250, optimizing the data names of the analysis results to enable the data names to meet daily use specifications; there are two methods for data optimization: the first is to automatically optimize the erroneous data by the dictionary knowledge base contained in the data resource base 130; the second is that the user manually optimizes the data through the user terminal 110, and the situation analysis system 120 automatically saves the user-defined optimization rules to the data repository 130.
S260 visually displays the optimized analysis result, and the user may select a visual display mode through the user terminal 110.
S270, generating a situation analysis report according to the visual content, wherein the report is a simple description of the overall situation of the field and can provide reference opinions when an expert makes a decision; meanwhile, various detailed data of situation analysis can be derived, and the method can be used for subsequent other research statistics.
It will be understood by those skilled in the art that the foregoing is only a preferred embodiment of the present invention, and is not intended to limit the invention, and that any modification, equivalent replacement, or improvement made within the spirit and principle of the present invention should be included in the scope of the present invention.

Claims (7)

1. The utility model provides a specific field situation analytic system based on scientific and technological literature data which characterized in that includes data acquisition module, task management module, situation analysis engine module, visual output module, data resource storehouse, wherein:
the data acquisition module is used for generating a search formula according to the keywords in the field to be analyzed, and further searching from the data resource library or the external platform resource library according to the search formula to obtain related scientific and technical literature data;
the task management module is used for selecting the type and the dimension of a required situation analysis task;
the situation analysis engine module is used for analyzing related scientific and technical literature data according to the selected situation analysis task type and analysis dimension to obtain an analysis result; the situation analysis engine module comprises a technical trend sub-module, a technical gap sub-module, a technical distribution sub-module, an author analysis sub-module and a technical hotspot sub-module, and is respectively used for carrying out technical trend analysis, technical gap analysis, technical distribution analysis, author research distribution analysis and technical hotspot analysis;
The technical trend sub-module is used for carrying out technical trend analysis, and particularly divides scientific and technical literature data into a plurality of time slices, obtains key words with domain characteristics from titles and abstracts of the scientific and technical literature data of each time slice, constructs a co-word network according to co-occurrence relations among the key words, clusters the co-word network to obtain clustering subjects of each time slice, calculates similarity among the clustering subjects of adjacent time slices, obtains the incidence relations among the clustering subjects of different time slices, and finally connects the clustering subjects with the incidence relations to obtain a technical trend analysis result;
the technical trend sub-module adopts a graph structure-based spectral clustering algorithm to cluster the co-word network, and adopts a weighted Jacobian similarity algorithm to calculate the similarity between clustering subjects of adjacent time slices;
the author analysis sub-module is used for performing author research distribution analysis, specifically acquiring author characteristics of each scientific and technological document, and then associating the author characteristics with subject information of each scientific and technological document to obtain research distribution of each author;
the visual output module is used for visually displaying the analysis result and generating a situation analysis report of the field.
2. The system of claim 1, further comprising a subtask management module, wherein the subtask management module is configured to screen a subset of data from the analysis result of the situation analysis engine module, create a subtask, and transmit the subtask to the task management module.
3. The system according to claim 1, further comprising a data optimization module, wherein the data optimization module is configured to optimize a data name of the analysis result obtained by the situation analysis engine module, and then transmit the optimized analysis result to the visual output module.
4. The system of claim 3, wherein the data repository comprises a knowledge base, and the data optimization module optimizes the analysis result by automatically optimizing the erroneous data through the knowledge base or manually optimizing the erroneous data by a user.
5. The system of claim 4, wherein the optimization rules are recorded in the knowledge base when the number of times different users use the same optimization rules reaches a threshold.
6. The system of claim 1, wherein the technology gap submodule is configured to perform technology gap analysis, specifically, a LDA topic model algorithm is used to perform topic identification on the technology document data of each country, and the identified topics are compared to obtain the gap and the strength of the research topic of each country.
7. The specific field situation analysis system based on technical literature data according to any one of claims 1 to 6, wherein the visual output module is configured to visually display the analysis result in a specific display manner of a bar graph, a trend graph, a pie graph, or a two-dimensional analysis graph.
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