图书情报工作 ›› 2021, Vol. 65 ›› Issue (20): 113-122.DOI: 10.13266/j.issn.0252-3116.2021.20.012

• 知识组织 • 上一篇    下一篇

科技文献中技术关联自动发现方法研究

徐珍珍, 张均胜, 刘文斌   

  1. 中国科学技术信息研究所, 北京 100038
  • 收稿日期:2021-04-14 修回日期:2021-07-19 出版日期:2021-10-20 发布日期:2021-10-22
  • 通讯作者: 张均胜(ORCID:0000-0001-8740-2851),研究员,博士,通讯作者,E-mail:zhangjs@istic.ac.cn
  • 作者简介:徐珍珍(ORCID:0000-0002-9641-8334),硕士研究生;刘文斌(ORCID:0000-0002-5411-544X),硕士研究生。
  • 基金资助:
    本文系国家重点研发计划项目"颠覆性技术识别理论、方法与专家预判系统"(项目编号:2019YFA0707201)和中国科学技术信息研究所创新研究基金"互联网虚假科技信息识别方法研究"(项目编号:MS2021-05)研究成果之一。

Automatically Discovering Associations Among Technologies in Scientific Literature

Xu Zhenzhen, Zhang Junsheng, Liu Wenbin   

  1. Institute of Scientific and Technical Information of China, Beijing 100038
  • Received:2021-04-14 Revised:2021-07-19 Online:2021-10-20 Published:2021-10-22

摘要: [目的/意义] 技术关联分析不仅有助于科技管理部门做好规划布局、企业机构在技术研发方面强优补短,还能帮助科研人员选择技术创新方向和路径。[方法/过程] 提出一种基于科技文献文本分析构建问题-技术矩阵并用于发现技术关联的方法。首先,提取文献中研究问题及对应技术,形成问题-技术矩阵;然后,利用技术相似度进行技术项合并聚类以应对数据稀疏性问题,进而分析建立技术之间的关联;最后,进行实验以验证该方法的可行性。[结果/结论] 从文献中的研究问题-方法矩阵出发对技术间关系进行归纳和总结,提出一种自动化建立技术之间的关联关系的方法,可以有效辅助发现技术关联关系,如直接竞争关系、合作关系、间接竞争关系和合作关系等。本研究是面向科技文献的技术关联发现与应用的探索性研究,研究结果可为科技创新研究与管理提供参考。

关键词: 问题-技术矩阵, 技术关联, 技术相似度

Abstract: [Purpose/significance] Technology association analysis can help government to make science and technology strategies and plans, and help enterprises to make up shortcomings for development, and help researchers to select research directions. [Method/process] This paper proposed an approach to discover technology associations and relations by constructing a problem-technology matrix based on scientific literature. First, research questions and technologies were extracted from contents of scientific literature to formulate a question-technology matrix; and then, technologies were calculated to cluster for reducing data sparsity. Finally, experiments showed the effectiveness of our proposed approach. [Result/conclusion] Starting from the question-technology matrix in literature, this paper summarizes the associations between technologies, and explores methods of automatically establishing the relationship between technologies, which can effectively help to discover the relationship between technologies, such as direct competition relationship, cooperation relationship, indirect competition relationship and cooperation relationship. This research is an exploratory research on the discovery and application of technology association for scientific literature. The research results will help to improve the efficiency of scientific and technological innovation research and management.

Key words: question-technology matrix, technology relationship, technology similarity

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