Knowledge Base Retrieval and Recall for Shipping Port Investment Research Knowledge Base Construction

Shipping port investment research data primarily comes from port operation systems, maritime supervision platforms, industry association reports

What the Data for This Category Looks Like

Shipping port investment research data primarily comes from port operation systems, maritime supervision platforms, industry association reports, official policy documents, and on-site operation records. Data update frequencies cover multiple ranges: hourly updates for berth operation duration and container throughput, daily updates for route freight ledgers, weekly or monthly updates for quarterly throughput reports, and irregular updates for port infrastructure announcements and new policy notices. Document types include structured CSV/Excel files, PDF industry research reports, satellite remote sensing images, and on-site operation photos. Structured files contain fields such as berth number, operation duration, and container volume, with units of TEU, hours, and tons. Some long documents include multi-chapter investment research analysis and compliance requirements.

Constraints for Knowledge Base Retrieval and Recall

Hourly updated operation data requires the retrieval system to support incremental indexing. This avoids delays and resource waste caused by full indexing. Structured data includes dedicated units and fields such as TEU and berth number. Retrieval must match field consistency and unit semantics, otherwise irrelevant data may be recalled. Mixed storage of multiple document types — text, images, structured tables — requires the retrieval system to support text, multimodal, and structured field retrieval simultaneously. Coexistence of long research reports and short operation records requires the chunking strategy to balance professional term coherence and retrieval accuracy. Overly short chunks damage term integrity, while overly long chunks cause context truncation.

Configuration Recommendations

Configuration KeyRecommended ValueRationale
Number of recall resultsTop 8-12 resultsShipping port data has many fields and high professionality. Sufficient candidate results cover multi-dimensional matching needs, and avoid missing key operation records
Similarity threshold0.72-0.85Structured field matching has high precision requirements. A threshold that is too low will recall irrelevant throughput data, while a threshold that is too high will filter valid results with semantic matching but inconsistent fields
Chunk length800-1200 charactersMost port research reports are long documents. Overly short chunks will damage the coherence of professional terms such as container transportation and berth scheduling. Overly long chunks will cause context truncation
Incremental update interval15 minutesHourly updated operation data requires timely index synchronization to avoid retrieval results lagging behind actual operation status
Multimodal retrieval switchEnabledMultimodal documents such as port satellite images and on-site operation photos exist, so retrieval matching based on image content must be supported
MAX_REFERENCE_CHARSCalibrated via actual testingMust match the total field length of a single operation ledger, to avoid reference content exceeding the display limits of third-party systems

The parameter values provided on this page are general recommendations for establishing configuration starting points. Actual values are affected by material form, data volume, and business rules. Specific issues require targeted analysis. It is recommended to test on your own samples before finalizing settings.

Three Common Configuration Mistakes

  • Symptom: After uploading a port operation CSV file, no matching results appear in knowledge base retrieval. The file status shows "Index completed", but no corresponding entries are listed in retrieval results. Cause: No dedicated field mapping rules are configured for structured data. Industry-specific fields such as TEU and berth number are not correctly parsed and stored.
  • Symptom: An "No available channels" error is returned when calling the model embedding interface. Document vectorization processing cannot be completed. Cause: No access channel for the m3e model is added on the model configuration page. Key and permission configuration is not completed.
  • Symptom: After setting MAX_REFERENCE_CHARS to 1500, structured ledger chunks exceeding the length are still recalled and referenced. Cause: Automatic chunk length truncation configuration is not enabled. Long text chunks are not split, so content exceeding the limit is still included in the recall range.

How to Verify Proper Configuration

  • Upload a structured operation CSV file containing a specific berth number. Use the berth number as the retrieval keyword, and check whether the returned results include operation data for that berth.
  • Upload a port satellite image. Use "XX port area satellite image" as the retrieval keyword, and check whether the corresponding image document is recalled.
  • View the incremental update log. Confirm whether hourly updated operation data completes index synchronization within the set interval.
  • Submit an industry research report exceeding the set chunk length. Check whether the document is automatically split into chunks matching the configuration.

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.