主题图和本体在知识化金融培训系统构建中的应用研究

Application Research of Topic Maps and Ontology in Building an Knowledgeable Financial Training System

针对金融行业培训系统课程资源的多样性、资源间缺乏有效组织而造成的学习资源难以重用、不能满足个性化用户学习需求的现状，该研究提出了一种基于知识工程技术的实用化解决方案。文章首先对比分析了主题图和本体的技术和应用特点；其次，融合和利用它们在资源的结构化、知识化描述等架构方面的不同优势，设计了基于主题图和本体的金融知识体系框架。文章还分别采用主题图和本体最通用的开源工具Ontopia和Protege，初步构建了金融领域知识网络的原型，以示范说明主题图和本体在整个金融知识体系结构中的应用，为后期大规模开发知识化金融培训系统奠定了基础。最后，简要阐述本研究的结论、相关评价和今后的研发工作。

The diversity and lack of effective organization of resources of financial training systems has made themselves difficult to reuse, and can not meet the learning needs of individual users.This study presents a practical solution based on knowledge engineering. First, this article analyse stechnical and application characteristics of Ontology and TopicMaps. Second, it designs an financial knowledge system framework based on Ontology and TopicMaps. In order to demonstrate and illustrate the role of the two techniques in the whole financial system, it also initially builds financial domain knowledge network structure by Protege and Ontopia, which provides good guidance for developing knowledgeable financial training system. Finally, it briefly deseripts the conclusions, evaluation and future related R＆D work of thie study.