Citation Source and Traceability for Shipping Port

What this category of data looks like

Shipping port investment research data sources primarily include official port operation reports, International Maritime Organization (IMO) vessel dynamic databases, port association monthly throughput bulletins, container line freight index reports, and similar materials. Update frequencies fall into three categories: daily (vessel berthing, berth utilization rate), monthly (cargo type throughput statistics), and quarterly (port operating financial reports). Document structures include three types: structured tables with fields such as TEU and 10,000-ton throughput, unstructured operation minutes, and official bulletins in PDF format. Fields and units must strictly follow industry standards: TEU refers to twenty-foot equivalent unit, throughput is measured in 10,000 tons, and berthing time is marked in UTC+8 time zone.

What constraints do these characteristics impose on the citation source and traceability link

The mixed structured and unstructured data feature requires the traceability process to distinguish field-level information from the full original document. Do not display only a single format of traceability content. Data sources with multiple update frequencies require traceability information to include clear timestamps. This lets investment researchers identify data timeliness and avoid mixing daily vessel dynamics data with monthly throughput statistics. Fixed industry fields and units require traceability displays to link corresponding unit information to fields. This prevents unit ambiguity between TEU and standard container counts. Multiple official release entities require traceability records to mark the publishing institution. This improves data credibility and meets compliance requirements for investment research scenarios.

Configuration Settings

Configuration Item	Recommended Value	Rationale
`Recall Count`	`Top 10-15`	Shipping port investment research data includes multi-dimensional structured and unstructured content. Excessive recall leads to redundant context. Insufficient recall fails to cover core investment research dimensions such as cargo type, throughput, and shipping routes.
`Similarity Threshold`	`0.65-0.75`	Port data fields have strong relevance. A threshold that is too low introduces irrelevant vessel dynamics data. A threshold that is too high misses comparative statistical content for the same port across different time periods.
`Segment Length`	`800-1200 characters`	Port operation reports mostly consist of short structured table paragraphs. An overly long segment destroys the association of table fields. An overly short segment splits continuous statistical data for the same cargo type.
`PARSE_FILE_TIMEOUT_SECONDS`	`600 seconds`	Parsing large port annual bulletins and multi-page CSV statistical files takes a long time. Sufficient parsing time must be reserved.
`Citation Source Fields`	`source, filename, publish_time`	Port data requires retaining three types of traceability information: official publishing institution, filename, and publishing time. This matches the compliance requirements of investment research reports.
`Reranked Return Count`	`Top 5-8`	Prioritize displaying core traceability sources such as official bulletins and industry association statistics. This avoids non-official data interfering with investment research conclusions.

The parameter values provided on this page are conventional recommendations used as a starting point for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing settings.

Three Common Mistakes

Phenomenon: After adjusting the Similarity Threshold to the lowest value and Recall Count to the maximum value, the recall results remain fixed with no obvious growth. Cause: The dynamic recall adaptation switch is not enabled. The system defaults to limiting returned results by the preset minimum recall pool, and does not expand the recall range according to the configured threshold.
Phenomenon: Citation sources are displayed as original markdown code, not rendered into readable formatted content. Cause: The citation source rendering mode is not configured. The system defaults to outputting parsed original text blocks, and does not enable the format rendering function.
Phenomenon: The publishing time or cargo type field of port data is not displayed in the citation source, resulting in incomplete traceability information. Cause: The metadata fields of the corresponding database are not bound in the Citation Source Fields configuration. Only the filename is displayed by default, and key traceability information is not extracted.

How to Confirm the Configuration is Correct

Upload a port monthly throughput statistics CSV file. Check whether the parsed segments retain the complete rows and columns of the table to verify whether the Segment Length configuration takes effect.
Adjust the Similarity Threshold to 0.6 and 0.8. Compare the number of recall results from the two attempts to verify whether the linkage logic of Similarity Threshold and Recall Count is normal.
Check the citation source display area. Confirm whether it includes the three types of information: filename, publishing time, and source institution to verify whether the Citation Source Fields configuration is correct.
Upload a single-page PDF of port operation minutes. Check whether the parsing process times out to verify whether the PARSE_FILE_TIMEOUT_SECONDS configuration is reasonable.

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.