Citation Sources and Traceability for Energy Storage Investment Research Knowledge Base Construction

Energy storage industry data primarily comes from China Electricity Council’s monthly installation statistics, listed companies’ periodic financial

What Data Looks Like for This Category

Energy storage industry data primarily comes from China Electricity Council’s monthly installation statistics, listed companies’ periodic financial reports, National Energy Administration annual planning documents, power station operation logs, and third-party feasibility study reports. Update cycles cover monthly, quarterly, and annual, with some policy documents updated in real time. Document structures include structured fields such as power station rated power (unit: MW), grid connection time, levelized cost of electricity (unit: yuan/kWh), alongside long sections of policy interpretations and technical parameter descriptions. Individual document lengths range from hundreds to tens of thousands of words.

What Constraints These Characteristics Impose on Citation Sources and Traceability

Dispersed data from multiple sources requires traceability information to clearly mark the publishing organization and update time, to avoid confusion between statistical data of different cycles. Structured fields and their associated units require retaining unit information during traceability, to ensure professional accuracy of cited content. The wide range of document lengths means precise positioning of specific segments in long documents is necessary, to prevent information bias from vague citations. Data with different update frequencies requires timeliness differentiation; traceability must mark data release nodes to prevent use of outdated industry forecast content.

How to Set the Configuration

Configuration ItemRecommended Value RangeRationale
top_kTop 12-18 entriesEnergy storage industry documents are dispersed and highly specialized; initial recall needs to cover enough candidate segments
similarity_threshold0.72-0.78Energy storage has dense professional terminology; a threshold that is too low will introduce irrelevant content, while a threshold that is too high will miss accurately matched segments
rerank_top_kTop 6-8 entriesIndividual energy storage document segments are lengthy; controlling the number of returned results avoids context window overflow
chunk_size800-1200 charactersEnergy storage data includes parameter tables and long sentence explanations; too short segment lengths will damage the integrity of professional logic
citation_metadata_fieldsDocument title, publishing organization, update time, unit fieldEnergy storage data has strong timeliness and professionalism; complete traceability metadata must be displayed
max_context_tokens4000-6000 tokensEnergy storage investment research requires associating multi-dimensional data; sufficient context supports cross-segment associated traceability

The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume and business rules. Specific issues require case-by-case analysis, and testing against local samples is recommended before finalizing.

Three Common Errors

  • Phenomenon: Empty citation fragments are returned in search results after enabling the reranking function. Cause: rerank_top_k is set too low, and the initial top_k does not cover enough candidate segments, resulting in no valid results that meet the similarity_threshold after reranking.
  • Phenomenon: Cited data source configuration is lost after exporting the workflow JSON file and importing it into another environment. Cause: Associated data source metadata configuration was not exported synchronously; only exporting the workflow file leads to missing configuration.
  • Phenomenon: Unit fields are not displayed in citation fragments. Cause: The extraction rule for unit fields is not configured in citation_metadata_fields, resulting in incomplete traceability information.

How to Confirm Proper Configuration

  • Upload a feasibility study report from the energy storage industry, trigger a search, and check the citation bar of returned results to confirm that document title, publishing organization and update time are displayed.
  • Adjust similarity_threshold to 0.75, search for professional terms such as "lithium iron phosphate energy storage system", and confirm that the relevance of returned results meets expectations.
  • Enable the reranking function, compare the number of citation fragments before and after adjusting rerank_top_k, and confirm that the reranking logic operates correctly.
  • Export the workflow and associated data source configuration files, import them into a test environment, and verify that citation configuration is not lost.

Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.