文章摘要
毋江波,朱鼎弘.山西票号知识表示模型构建与知识发现研究[J].数字图书馆论坛,2026,22(4):56~67
山西票号知识表示模型构建与知识发现研究
Research on Knowledge Representation Model Construction and Knowledge Discovery of Shanxi Piaohao
投稿时间:2026-03-10  
DOI:10.3772/j.issn.1673–2286.2026.04.006
中文关键词: 金融本体;山西票号;知识表示;知识发现
英文关键词: Financial Ontology; Shanxi Piaohao; Knowledge Representation; Knowledge Discovery
基金项目:
作者单位
毋江波 山西大学经济与管理学院 
朱鼎弘 山西大学经济与管理学院 
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中文摘要:
      山西票号的创立是中国近代金融业的开端,山西票号的经营模式和管理制度对现代金融业具有重要启示价值。整合票号领域分散的知识资源,构建系统化的知识表示模型,有利于实现票号文化遗产的数字化保护、深度挖掘和跨领域应用。本研究首先通过本体构建七步法将金融本体框架与山西票号知识深度融合,构建由山西票号静态本体、社会本体及动态本体构成的三维票号知识表示模型,覆盖票号组织机构、业务逻辑和制度体系等核心内容;其次借助Protégé本体编辑与Neo4j图数据库工具构建知识图谱;最后实现知识可视化和知识发现。本研究为票号文化的知识关联和系统阐释、数字化保护和有效开发利用提供了较为完整的知识框架,同时,从业务流程、制度佐证和风险识别等不同角度进行的知识推理也充分展示了本模型在票号价值发现方面的潜力。
英文摘要:
      The establishment of Shanxi Piaohao marked the beginning of modern Chinese financial industry. Its business models and management systems still offer valuable insights for the contemporary financial sector. Integrating scattered knowledge resources of Piaohao and constructing a systematic knowledge representation model facilitates the digital preservation, in-depth exploration and cross-domain application of Piaohao cultural heritage. This study first deeply integrates the financial ontology framework with the traditional financial knowledge of Shanxi Piaohao through the seven-step ontology construction method and builds a three-dimensional knowledge representation model of Shanxi Piaohao composed of a static ontology, a social ontology, and a dynamic ontology, covering core contents such as the organizational structure, business logic, and institutional system. Secondly, using the Protégé ontology editor and Neo4j graph database tools, builds a Piaohao knowledge graph. Finally, knowledge visualization and knowledge discovery have been achieved. This study provides a relatively comprehensive knowledge framework for the knowledge association, systematic interpretation, digital preservation, and effective development and utilization of Piaohao culture, the knowledge reasoning conducted from different perspectives, such as business processes, institutional evidence, and risk identification, demonstrates the potential of this model in discovering the value of Piaohao.
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