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ChatLib:重构智慧图书馆知识服务平台

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TL;DR Summary

ChatLib employs generative AI with a three-layer architecture to deliver conversational, vectorized, and personalized knowledge services, enhancing smart libraries’ efficiency and user experience in digital transformation.

Abstract

2 0 2 4 年 第 2 期 C h a t L i b : 重构智慧图书馆知识服务平台 □ 袁虎声 唐嘉乐 * 赵洗尘 杨泓睿 摘要 探索和理解基于 C h a t G P T 的知识服务新业态 , 研究重构智慧图书馆知识服 务 体 系 , 为图书馆数智转型提供新思路 、 新方案 、 新平台 。 基于生成式人工智能技术 , 搭建由智能交互层 、 知识服务层和知识 引 擎 层 组 成 的 会 话 式 知 识 服 务 平 台 — — — C h a t L i b , 构 建 起 包 括 向 量 化 知 识 组 织 、 会话式知识发现 、 启发式知识推荐 、 辩证式细粒度阅读的会话式知识服务体系 。 C h a t L i b 以其 创新性的方法改变了知识理解 、 知识组织和知识获取方式 , 提供了更为便捷 、 准确 、 个性化的知识 服务 , 深化了图书馆的服务价值和服务能力 。 目前 , C h a t L i b 已在澳门科技大学投入应用 , 其服务 正在持续优化和延伸中 。 关键词 C h a t G P T 大语言模型 智慧图书馆 知识管理 知识服务 分类号 G 2 5 0. 7 D O I 1 0. 1 6 6 0 3 / j . i s s n 1 0 0 2-1 0 2 7. 2 0 2 4. 0 2. 0 0 9 1 引言 C h a t G P T 自 2 0 2 2 年 1 1 月 面 世 以 来 , 引 起 图 书 馆界的广泛关 注 。 研 究 结 果 普 遍 认 为 , 大 语 言 模 型 将对图书馆产 生 巨 大 影 响 , 图 书 馆 面 临 着 严 峻 的 挑 战也迎来了新的发展 机 遇 [ 1-4 ] 。 一 些 学 者 研 究 了 大 语言模型对图书 馆 的 转 型 、 发 展 、 创 新 等 的 启 示 、 建 议和策略 [ 5-8 ] 。 也有不少学 者 探 讨 了 大 语 言 模 型 在 图书 馆 可 能 的 应 用 场 景 [ 4 , 9-1 1 ] 。 具 体 应 用 场 景 方 面 , 研究较多的是如何利用 C h a t G P T 改进参考咨询 服务 [ 9 , 1 2-1 5 ] , 另有学者 探 讨 了 大 语 言 模 型 在 改 变 图 书馆编目方面的潜力 [ 1 6 ] 。 知识服务是图书馆的核心 职 能 [ 1 7-2 1 ] , 但 由 于 用 户需求的多样 化 和 个 性 化 , 传 统 的 知 识 组 织 方 式 和 服务方式已无法满足用户需求 , 例如 , 传统人工组织 方式不仅 工 作 量 大 , 而 且 效 率 低 , 存 在 服 务 模 式 受

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English Analysis

1. Bibliographic Information

  • Title: ChatLib: Revolutionizing the Knowledge Service Platform of Smart Library (Original: ChatLib:重构智慧图书馆知识服务平台)
  • Authors: Yuan Husheng, Tong Ka Lok, Zhao Xichen, Yang Hongrui. Their affiliations are with the Information Technology Development Office and the President's Office at the Macau University of Science and Technology (MUST).
  • Journal/Conference: The paper was published in a Chinese journal focused on library and information science. The DOI provided is 10.16603/j.issn10021027.2024.02.00910.16603/j.issn1002—1027.2024.02.009, which corresponds to the journal "大学图书情报学刊" (Journal of Academic Libraries), a reputable peer-reviewed journal in the field within China.
  • Publication Year: 2024
  • Abstract: The paper explores a new knowledge service paradigm based on ChatGPT to reconstruct the knowledge service system for smart libraries, offering new ideas, solutions, and a platform for their digital and intelligent transformation. Using generative AI, the authors developed "ChatLib," a conversational knowledge service platform with a three-layer architecture (intelligent interaction, knowledge service, and knowledge engine). This platform establishes a conversational knowledge service framework that includes vectorized knowledge organization, conversational knowledge discovery, heuristic knowledge recommendation, and dialectical fine-grained reading. The authors argue that ChatLib changes how knowledge is understood, organized, and accessed, providing more convenient, accurate, and personalized services, thereby deepening the library's value. The platform has been deployed at the Macau University of Science and Technology and is undergoing continuous optimization.
  • Original Source Link: The provided link is a local file path: /files/papers/68f74a07b57287234722823d/paper.pdf. This indicates the paper is formally published, and the source is the PDF of the journal article.

2. Executive Summary

  • Background & Motivation (Why):

    • Core Problem: Traditional library knowledge services are struggling to meet modern user demands. They are often manual, inefficient, and lack personalization, failing to handle the massive, diverse, and dynamic resources available in the digital age.
    • Importance & Gaps: The emergence of powerful Large Language Models (LLMs) like ChatGPT presents a significant opportunity to transform libraries. However, there is a lack of systematic research and a clear, actionable framework for building a comprehensive, LLM-based knowledge service platform. Existing studies have explored specific applications (like reference services) but have not provided a holistic architectural blueprint.
    • Fresh Angle: This paper introduces ChatLib, a complete, conversational knowledge service platform developed and implemented at the Macau University of Science and Technology. It aims to redefine the entire knowledge lifecycle—from storage and organization to discovery and use—by deeply integrating generative AI into the library's core functions.
  • Main Contributions / Findings (What):

    • A Novel Platform Architecture: The paper proposes a modular, three-layer architecture for an LLM-powered library service platform, consisting of an Intelligent Interaction Layer, a Knowledge Service Layer, and a Knowledge Engine Layer. This design is transferable and can be deployed independently or integrated into existing campus systems.
    • A Comprehensive Conversational Service System: It defines a new service model built around four key functions:
      1. Vectorized Knowledge Organization: Allows users and librarians to automatically process documents into a semantic knowledge base.
      2. Conversational Knowledge Discovery: Enables users to find information through natural language dialogue.
      3. Heuristic Knowledge Recommendation: Proactively suggests relevant cross-disciplinary materials to broaden user horizons.
      4. Dialectical Fine-Grained Reading: Allows users to compare and contrast information across multiple sources within a single conversational context, referencing the original text.
    • Successful Implementation and Evaluation: The paper reports on the successful deployment of ChatLib at the Macau University of Science and Technology. Initial data shows significant user engagement (over 1,000 users, 20,000+ daily interactions) and high satisfaction (over 90%), demonstrating the platform's practical value and effectiveness.

3. Prerequisite Knowledge & Related Work

  • Foundational Concepts:

    • Smart Library (智慧图书馆): A library that leverages advanced technologies like Artificial Intelligence (AI), the Internet of Things (IoT), and big data to offer automated, intelligent, and highly personalized services. The goal is to move beyond a passive repository of books to an active, integrated knowledge hub.
    • Knowledge Service (知识服务): As defined in the paper by citing influential scholars Zhang Xiaolin and Qi Jianlin, this is a step above traditional information retrieval. It involves not just finding data but also analyzing, organizing, and integrating it to directly support a user's problem-solving, research, or learning process. It is a deep, value-added service.
    • Large Language Model (LLM): A type of AI model (e.g., OpenAI's GPT series, Google's Gemini) trained on enormous text datasets. LLMs can understand, summarize, generate, and translate human language with remarkable fluency, making them ideal for creating conversational interfaces.
    • Generative AI: A branch of AI focused on creating new, original content. In ChatLib, it is used not only to generate answers but also to create summaries, recommend topics, and understand user intent.
    • Vectorization / Embedding (向量化): A core technique in modern AI for representing non-numerical data like text as numerical vectors. Words, sentences, or entire documents are mapped to points in a high-dimensional space. The key property is that semantically similar items will be located close to each other in this space. This enables powerful "semantic search," which finds results based on meaning rather than just keyword matching.
    • Function Calling: A feature in advanced LLMs where the model can identify that a user's request requires executing an external tool or API (e.g., searching a database, booking a flight). The LLM then generates a structured JSON object specifying the function to call and the arguments to use, which an external application can then execute.
  • Previous Works: The paper acknowledges that the library community has been actively discussing ChatGPT. Prior research falls into several categories:

    • High-Level Strategy: Scholars have discussed the broad impact of LLMs on libraries, offering suggestions and strategies for transformation and innovation.
    • Application Scenarios: Many have explored potential uses, with a strong focus on improving reference and consultation services, where chatbots can answer user queries.
    • Specific Tasks: Some research has looked at using LLMs to revolutionize specific library tasks, such as automated cataloging.
  • Differentiation: ChatLib distinguishes itself from prior work and other similar platforms in several key ways:

    • Systematic Architecture: Unlike ad-hoc applications, ChatLib is built on a comprehensive, three-layer architecture that separates user interaction, core services, and the underlying AI engine. This makes it robust and scalable.
    • Holistic Service Model: It goes beyond simple Q&A. The combination of vectorized organization, conversational discovery, heuristic recommendation, and dialectical reading creates a complete ecosystem for knowledge work.
    • "Zero-Stop" Service: The platform aims to be a single point of contact for users, seamlessly integrating information discovery with library operations like checking holdings or reserving books through its Function Calling feature.
    • Customization and Portability: It allows users to build their own personal or group knowledge bases. Furthermore, its modular design ensures it can be deployed at other institutions, even without the WeMust campus platform it was built on. The paper contrasts it with other "ChatLibrary" services being trialed, noting that ChatLib's focus is on building a more unified and deeply integrated system.

4. Methodology (Core Technology & Implementation)

The paper details the construction of the ChatLib platform, which is an application within Macau University of Science and Technology's WeMust smart campus ecosystem.

  • Principles: The core idea is to use generative AI to create a conversational interface that sits on top of a vectorized knowledge base. This allows users to interact with library resources (and their own documents) using natural language, receiving synthesized answers, recommendations, and direct access to original sources.

  • Overall Architecture (Figure 1): The system is divided into three distinct layers.

    图1ChatLib 总体架构图 Figure 1: The overall architecture of ChatLib. The diagram illustrates the flow from user interaction down to the AI engine and back.

    1. Intelligent Interaction Layer (智能交互层): This is the user-facing frontend. It adapts the interface for different platforms (web, mobile app, physical robots) and handles the submission of user requests and the display of responses (text, voice, images).
    2. Knowledge Service Layer (知识服务层): The central logic layer that implements the platform's core capabilities. It consists of six key components:
      • Knowledge Organization Component: Manages the vectorization of documents.
      • Knowledge Discovery Component: Analyzes user intent and performs semantic searches on the vector knowledge base.
      • Knowledge Generation Component: Uses the AI engine to synthesize answers and generate content based on prompts and retrieved information.
      • Knowledge Recommendation Component: Implements algorithms to suggest related topics and documents.
      • Original Source Retrieval Component: Locates and provides snippets or links to the original text corresponding to the generated answer.
      • Function Calling Component: Identifies user intent to perform specific actions (e.g., "reserve this book") and calls the relevant system APIs.
    3. Knowledge Engine Layer (知识引擎层): The backend AI powerhouse.
      • Knowledge Base: Stores the library's data. This is split into a traditional database (MySQL) for the original text and its location metadata, and a vector database (Qdrant) for the numerical embeddings used for semantic search.
      • Capability Engine: Integrates various generative AI models to provide services like text understanding, text generation, image understanding, and speech-to-text.
  • Technical Stack:

    • Frontend: HTML/CSS/JavaScriptHTML/CSS/JavaScript, Vue.js (for a reactive UI), WebSocket (for real-time chat).
    • Backend: Python and Java, Spring Framework (for APIs), MySQL (for structured data), Redis (for caching), RabbitMQ (for asynchronous message queuing, e.g., for the vectorization process), Elasticsearch (for full-text search), and Docker (for containerization and deployment).
    • Model Integration: TensorFlow and PyTorch (for custom models), BERT-whitening (an optimization technique to improve the quality of text embeddings), Qdrant (a high-performance vector database), FastAPI (for serving models as APIs), and Kubernetes (for managing and scaling the model services).
  • Capability Engine: To balance cost, performance, and stability, ChatLib integrates a suite of models:

    • Text Understanding & Generation: GPT-4, ChatGLM3. Specifically, it uses GPT-3.5-Turbo for simple tasks like information extraction, GPT-4-Turbo for complex analysis and intent recognition, and GPT-4-32K for generating long, coherent responses from retrieved documents.
    • Image Understanding: GPT-4V, CogVLM.
    • Image Generation: DALL·E 3.
    • Speech: Integrates multiple third-party engines (iFlyTek, Tencent, Azure AI) for speech-to-text (STT) and text-to-speech (TTS).
  • Knowledge Organization Workflow (Figure 2): This process allows users or administrators to add documents to ChatLib.

    图2知识组织工具工作流程 Figure 2: The workflow for the knowledge organization tool.

    1. A user uploads a file (e.g., a PDF) via the web interface.
    2. The Knowledge Service Layer receives the file. It automatically extracts metadata (author, publisher, etc.) if it's a book, performing a preliminary cataloging step.
    3. The system sends the file's content to the Knowledge Engine for processing in the background (asynchronously).
    4. The engine chunks the document into smaller, meaningful units (sentences, paragraphs).
    5. Each chunk is converted into a high-dimensional vector using an embedding model.
    6. The vector and a unique ID (UUID) are stored in the Qdrant vector database.
    7. The original text chunk and its corresponding UUID are stored in the MySQL database, along with location information (page, section).
    8. Once completed, the file's status is updated to "Finished" in the user interface. This process can be used to create personal, group-shared, or public library-wide knowledge bases.
  • Knowledge Recommendation: This feature aims to foster interdisciplinary learning. The process is as follows:

    1. The system collects data on user's conversation topics and interaction behavior.
    2. A GPT model analyzes this data to identify key themes and feature tags.
    3. Using these tags, the system searches the main library catalog for documents from different but related fields.
    4. The GPT model then analyzes and ranks these candidate documents based on their relevance to the user's current conversation.
    5. The top-ranked recommendations are displayed to the user.
  • Function Calling: This allows ChatLib to perform real-world actions.

    1. Library functions (e.g., check_holdings, reserve_book) are defined with their parameters and descriptions in a Function Knowledge Base.
    2. When a user types a prompt (e.g., "Can I borrow 'The Three-Body Problem'?"), the LLM analyzes the intent.
    3. The LLM matches the intent to the reserve_book function definition and extracts the book title as an argument.
    4. It returns a structured command (e.g., a JSON object) like { "function": "reserve_book", "arguments": { "title": "The Three-Body Problem" } }.
    5. An external program receives this command and executes the actual library system API call.
  • Demonstration Application (Figure 3): To validate the platform, it was first applied to a special collection of historical Xiangshan documents. This allowed researchers to engage in conversational, comparative reading across multiple related texts simultaneously, a task that would be very tedious manually.

    图3ChatLib香山文献用户界面 Figure 3: The ChatLib user interface for the Xiangshan special collection.

5. Experimental Setup

  • Datasets: The study does not use traditional academic benchmark datasets. The "data" consists of the documents ingested into the ChatLib system, such as the Xiangshan special collection and other materials uploaded by users and the library at Macau University of Science and Technology. The evaluation data is derived from the platform's real-world usage logs.

  • Evaluation Metrics: The paper evaluates the platform's success using user engagement and satisfaction metrics rather than quantitative NLP performance scores. The key metrics reported are:

    1. Number of Users: Conceptually, this measures the platform's adoption and reach within the target community. A higher number indicates broader appeal. The paper reports over 1,000 users.
    2. Daily Conversation Volume: This measures the intensity of use. A high volume of interactions suggests users find the platform engaging and useful for their daily tasks. The paper reports over 20,000 daily conversation entries.
    3. Average Online Time: This metric indicates user retention and depth of engagement. A longer session time suggests users are involved in more complex or extended tasks. The paper reports an average of approximately 30 minutes.
    4. User Satisfaction Rate: This is a qualitative measure of user experience, typically collected via surveys. It directly assesses whether the platform meets user expectations for convenience, accuracy, and personalization. The paper reports that over 90% of users expressed satisfaction.
  • Baselines: The paper does not perform a direct quantitative comparison against baseline models. Instead, it provides a conceptual comparison to other similar services, referred to as the "ChatLibrary service platform", which are in trial use at several other Chinese institutions, including:

    • Beijing Institute of Technology Library
    • China University of Petroleum (Beijing) Library
    • Chongqing Jiaotong University Library
    • Shaanxi Provincial Library The authors argue that ChatLib is more comprehensive and systematic than these platforms, highlighting its integrated architecture and unique features like dialectical reading and "zero-stop" service.

6. Results & Analysis

  • Core Results: The primary results are based on the initial deployment at Macau University of Science and Technology. The usage statistics—over 1,000 users, 20,000+ daily interactions, and a 30-minute average session time—strongly indicate that the platform has been successfully adopted and is actively used by the university community. The 90%+ user satisfaction rate from surveys further validates that the system provides a valuable and positive user experience. These results serve as a compelling proof-of-concept for the platform's effectiveness in a real-world academic library setting.

  • Ablations / Parameter Sensitivity: The paper does not include any ablation studies or analysis of hyper-parameter sensitivity. For instance, it does not investigate how the choice of embedding model, chunking strategy, or specific LLM (e.g., GPT-4 vs. ChatGLM3) affects the quality of answers or recommendations. This is a common characteristic of "system description" papers, where the focus is on the architecture and implementation rather than empirical benchmarking of individual components.

7. Conclusion & Reflections

  • Conclusion Summary: The paper successfully presents ChatLib, a novel and comprehensive conversational knowledge service platform for smart libraries. It introduces a robust three-layer architecture and a new service paradigm that includes vectorized organization, conversational discovery, heuristic recommendation, and dialectical reading. The successful implementation and positive reception at Macau University of Science and Technology demonstrate its potential to significantly enhance library service value and capacity, offering a practical blueprint for the digital transformation of libraries.

  • Limitations & Future Work: The authors provide several "Implementation Suggestions" based on their experience, which also hint at challenges: the importance of choosing good technical partners, having clear goals, securing sufficient resources, and focusing on user experience. For future work, they plan to:

    • Continuously optimize and extend ChatLib's services.
    • Promote wider adoption by making the platform easily portable for other institutions.
    • Open up APIs to integrate with more academic resources and knowledge bases.
    • Lead a broader transformation in library services and academic research.
  • Personal Insights & Critique:

    • Strengths: The paper's primary strength is its holistic and practical approach. It moves beyond theoretical discussions of AI in libraries to present a detailed, implemented, and evaluated system. The three-layer architecture is well-conceived and provides a clear separation of concerns, making the system modular and scalable. The concept of "dialectical fine-grained reading" is particularly innovative, as it supports deep, critical engagement with texts, which is a core academic skill.
    • Weaknesses/Limitations:
      • Evaluation Depth: The evaluation, while positive, is based on usage metrics and user satisfaction surveys. It lacks rigorous, objective evaluation of the service quality. For example, there are no metrics on the factual accuracy of generated answers (to measure hallucination), the relevance of recommendations, or the success rate of the Function Calling feature.
      • Cost and Sustainability: The platform relies heavily on powerful proprietary models like GPT-4, which can be very expensive to operate at scale. The paper does not discuss the financial implications or strategies for long-term sustainability.
      • Copyright Concerns: The feature allowing users to upload and potentially share documents is powerful but raises significant copyright issues. The paper mentions this briefly, stating the user must confirm they have the rights, but this is a complex legal and ethical area that requires a more robust solution.
    • Future Impact: ChatLib serves as an excellent blueprint for other academic and research institutions. Its focus on creating an entire knowledge ecosystem, rather than just a Q&A bot, is forward-thinking. The implementation guide and discussion of the technical stack provide immense practical value. This work could inspire a new generation of library platforms that are truly interactive, personalized, and integral to the research and learning process.

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