FAQ

常见问题解答

1.0 Current Versions 现行版本

Current Versions:

  • Advanced: 6.4.R2, 6.4.R1, 6.3.R3

  • Basic: 6.3.R1

All other versions are invalid. Download a current version from your Podia account.

1.1 What is CiteSpace for? CiteSpace 的作用是什么?

First of all, CiteSpace is a visual analytic tool for analyzing trends and patterns in the scholarly literature of a field of research. This could be a challenging and rewarding process, especially in terms of the following categories.
Workflow: You will need to work through a series of analytic and synthesizing tasks and a wide range of variations and combinations of strategies and operations. It is essential to understand the concepts and principles involved.
Configurations: The design of CiteSpace aims to give its users the maximum range of choices so that users can access and analyze the literature as they wish. Many settings are context dependent, for example, lines connecting cited references are different from lines connecting a cited reference and a citing keyword.
Subject Matter: One of the ambitious goals of CiteSpace is to enable users conduct their own literature survey with little domain knowledge to begin with, for example, new research students or experienced researchers to a new field. For experienced researchers in their own field, CiteSpace can be useful as well by providing insights from a diverse range of perspectives.
There is no short cut. The process is only rewarding if we devote our time and effort.  After all, generating a meaningful big picture of a research field is a remarkable accomplishment! 

首先,CiteSpace 是一个可视化分析工具,用于分析某个研究领域的学术文献中的趋势和模式。这可能是一个充满挑战和回报的过程,尤其是在以下类别方面。
工作流程:您将需要完成一系列分析和综合任务以及各种策略和操作的变化和组合。了解所涉及的概念和原则至关重要。
配置:CiteSpace 的设计旨在为其用户提供最大范围的选择,以便用户可以根据需要分析和选择相关文献。许多设置与具体环境相关,例如,被引文献之间连线和被引参考文献与施引关键词之间连线具有不同性质。
主题: CiteSpace的远大目标之一是让用户能够在几乎没有领域知识的情况下研究自己所选定的文献,例如,新研究生或有经验的研究人员进入一个新的领域。经验丰富的而且面对其自身领域的研究人员,CiteSpace 也可以提供来自不同角度的见解。
总之,这个过程需要付出才会有回报。很有可能需要投入大量的时间和精力。展现一个知识领域的结构和动态是一件很有意义成就!

ChatGPT's answer:
CiteSpace is a bibliometric software tool used to analyze and visualize the evolution of research fields, as well as the relationships between authors, institutions, and keywords. It is particularly useful in analyzing large volumes of bibliographic data, such as that generated by academic databases like Web of Science, Scopus, and Google Scholar.
With CiteSpace, users can generate a variety of visualizations, including maps of the most-cited papers, author networks, and keyword clusters. These visualizations can help researchers gain insights into the evolution of a field over time, identify important papers and authors, and identify emerging trends and areas for future research.
CiteSpace is widely used in a variety of fields, including information science, engineering, and the social sciences, and has been used in studies on topics ranging from climate change to nanotechnology. It is a valuable tool for researchers looking to gain a comprehensive and detailed understanding of a particular research field.

ChatGPT 的回答:
CiteSpace是一款可视化学术文献分析软件,它可以帮助用户分析和可视化研究领域的文献数据。CiteSpace通过提供文献共被引用分析、引用关系网络、主题演化路径等多种分析方式,帮助用户发现文献数据中的模式、趋势和规律。这个软件广泛应用于学术研究、知识管理和科技创新等领域,对于进行文献综述、发现研究热点和探索研究前沿都非常有用。

1.2 Key Visual Patterns and Features in CiteSpace 可视化展现的动态结构特征及意义

When analyzing a network visualization generated by CiteSpace, there are several key visual patterns and elements to pay special attention to:

1. Clusters: Clusters are groups of closely related nodes. They often represent a specific theme or topic within the broader research area. Larger clusters typically indicate more research activity or interest in that particular area.

2. Node Size: The size of a node usually indicates its importance or prominence in the network. Larger nodes might represent highly cited papers, influential researchers, or key concepts.

3. Node Color and Tree Rings: The color of nodes and the presence of tree rings (especially red rings) can be significant. The color often represents the time frame of the publication or the emergence of a concept. Red tree rings indicate citation bursts, suggesting that the work has received increasing attention over a specific period.

4. Links Between Nodes: The connections or links between nodes show relationships, such as co-authorship, co-citation, or thematic similarity. The strength and number of these links can indicate the degree of association.

5. Time Axis or Temporal Distribution: Many CiteSpace visualizations have a time component, showing the evolution of the field over time. This can help identify trends, emerging areas, or shifts in research focus.

6. Structural Holes: Places in the network where there are gaps between clusters can indicate areas of potential innovation or interdisciplinary opportunities, as they may represent underexplored connections between different fields or concepts.

7. Modularity and Silhouette Values: These metrics, if provided, can give insights into the network's structure. High modularity indicates well-defined clusters, while silhouette values can suggest the coherence or reliability of the clustering.

8. Labels and Annotations: Descriptive labels on nodes or clusters provide contextual information, helping to quickly understand what each element represents.

Understanding these elements in the context of your specific research or area of interest can yield valuable insights into the structure and dynamics of the scientific landscape you are exploring.

当分析由CiteSpace生成的网络可视化时,有几个关键的可视化形式和特征需要特别注意:

1. 聚类(Clusters)聚类是一组紧密相关的节点。它们通常代表在更广泛的研究领域内的特定主题或话题。较大的聚类通常表示在该特定领域的研究活动或兴趣更为集中。

2. 节点大小(Node Size):节点的大小通常表示其在网络中的重要性或突出性。较大的节点可能代表高引用论文、有影响力的研究人员或关键概念。

3. 节点颜色和树环(Node Color and Tree Rings):节点的颜色和树环的存在(特别是红色环)可能很重要。颜色通常代表出版物的时间框架或概念的出现。红色树环表示引文突增,表明该工作在特定时期内获得了越来越多的关注。

4. 节点间的链接(Links Between Nodes):节点间的连接或链接显示了关系,如合著、共引或主题相似性。这些链接的强度和数量可以表示关联程度。

5. 时间轴或时间分布(Time Axis or Temporal Distribution):许多CiteSpace可视化具有时间组件,显示了该领域随时间的演变。这可以帮助识别趋势、新兴领域或研究重点的转变。

6. 结构洞(Structural Holes):网络中聚类之间的间隙表明了潜在的创新或跨学科机会,因为它们可能代表了不同领域或概念之间未被充分探索的连接。

7. 模块化和轮廓值(Modularity and Silhouette Values):如果提供了这些指标,可以对网络的结构提供洞察。高模块化表示定义良好的聚类,而轮廓值可以提供聚类的一致性或可靠性。

8. 标签和注释(Labels and Annotations):节点或聚类上的描述性标签提供了背景信息,有助于快速理解每个元素代表的内容。

在您特定的研究或兴趣领域的背景下理解这些元素,可以为您探索的科学领域的结构和动态提供宝贵的洞察。

1.3 What should I do if I encounter a problem? 遇到问题怎么办?

First, go through the FAQ to see if answers are already provided to address the problem you have.
If not, leave a message on Podia in the comment section with detailed descriptions.
Messages such as "The function X doesn't work" or "I can't install the new version" are not useful. Please provide the following information:

  1. which version of CiteSpace and the built date

  2. Windows or Mac

  3. what are the steps to reconstruct the error you encountered

  4. any error messages in the console

  5. if possible, include screenshots of the main interface and the project properties


有问题时请先查看常见问题解答(FAQ)里是否已有同样问题的解决办法。
如果没有,可在 Podia 上留言版上提交问题的详细说明。
请提供尽可能详细的信息,而不是像“功能 X 不起作用”或“我无法安装新版本”这样空泛的留言。

  1. 哪个版本的 CiteSpace 和建成日期

  2. 操作系统:Windows、Mac

  3. 具体步骤来

  4. 控制台中显示的任何错误消息

  5. 如果可能,包括主界面和项目属性的屏幕截图

1.4 System Requirements 系统要求

RAM: 4MB or more
CiteSpace installers assume your computer has at least 4MB RAM. If you have fewer RAM, you need to modify the configuration file (See below)

内存:4MB或以上
CiteSpace 安装程序假定您的计算机至少有 4MB RAM。如果你的RAM较少,则需要修改配置文件(见下文)

Java 21 or higher
If you don't have any version of Java installed on your computer, you don't need to do anything. CiteSpace installers will take care of it.
If you have installed Java below 17, you need to uninstall Java. Note this may impact on your other Java applications.

Java 21 或更高版本
如果您的计算机上没有安装任何版本的 Java,则无需另行安装Java。 CiteSpace 安装程序就足够了。
如果您已安装 Java 17 或更高版本,也不需要改动。
但是如果您安装了17以下的Java,则需要卸载Java。请注意,这可能会影响您的其他 Java 应用程序对Java版本的要求。

1.5 Data Sources 数据来源

The default data format is the Web of Science tagged field format. 
Dimensions and Semantic Scholar are supported via their APIs. You can retrieve data with built-in functions in CiteSpace directly, provided you have obtained the corresponding APIs.
Data formats from other sources need to be converted first, including Scopus, CNKI, and exports from EndNote (RefMan).
默认数据格式是 Web of Science 格式。
Dimensions 和 Semantic Sc​​holar 通过其API收集数据。只要用户有相应的API,就可以直接使用CiteSpace内置的数据检索功能。
其他来源的数据格式需要先行转换,包括Scopus、CNKI、EndNote(RefMan)导出的数据格式。

The eBook How to Use CiteSpace includes a few chapters on how to handle bibliographic data from major sources.
Chapter 4: The Web of Science
Chapter 10: Scopus
Chapter 11: CSSCI
Chapter 12: CNKI
Chapter 16: PumMed

2. Free and Advanced Versions 免费版和高级版

2.1 Free Version and Advanced Versions 免费版和高级版

CiteSpace is made available in two versions: Basic (Free) and Advanced. The Basic version is free, whereas the Advanced version is available with a 1- or 2-year membership.
CiteSpace 提供免费版(基础版)和高级版。高级版需要1-或2-年有效的会员和电脑认证。免费版和高级版的区别见下表。

Free Version
The Free version (Basic) is a simplified but fully operational application for document co-citation analysis. If you are new to CiteSpace or just want to try out CiteSpace, this is a good starting point. The Basic version is completely free from citespace.podia.com. It has been drawn to my attention that some unauthorized websites sell Basic versions of CiteSpace. Please be aware.
免费版 (Basic 版)是一个简化版。适用于初学者,或者你只想初步了解一下CiteSpace。Basic 版可以从 citespace.podia.com 网站免费获取,但是注意有未经授权的网站出售Basic 版的 CiteSpace。

Advanced
The Advanced version contains more advanced visual analytic functions. It is more frequently updated. It is suitable for experienced users, especially for tracing the development of a research field of interest.
Here are some examples of advanced features:

  • Visualization:Addditional layout views such as Circular View, Landscape View, Timezone View 

  • Display: 3D Effects, SVG, Video Recording

  • Node Type: terms, extracting noun phrases from titles and/or abstracts of bibliographic records. It is a valuable addition to enhance keywords provided by authors or keywords provided at the indexing stage.

  • Analysis: Structural Variation Analysis (SVA). This is a predictive analysis to identify underdeveloped areas that may have a great potential of transformative growth.

  • Analysis: Citation content analysis with three types of metrics of uncertainty.

  • Data:/Import/Export: a MySQL database, CSV adaptor, Semantic Scholar Academic Graph, Cascading Citation Expansion

  • Larger Networks: up to 100,000 nodes (Basic: 300 nodes)

高级版包含更深入的可视化和分析功能。其更新也更频繁及时。它适用于有经验的用户,尤其是对相关学术领域的追踪。
以下是一些高级功能的例子:
可视化Addditional layout views such as Circular View, Landscape View, Timezone View
显示:3D 效果、SVG、视频录制
节点类型:段语,从文献记录的标题和/或摘要中提取名词短语。它是作者提供的关键字或在索引阶段提供的关键字的宝贵补充。
分析:结构变异分析(SVA)。这是一项预测分析,用于识别可能具有巨大潜力但是尚未充分开发的领域。
分析:使用三种类型的不确定性指标进行引文内容分析。
数据:/导入/导出:MySQL 数据库、CSV 适配器、Semantic Scholar学术图、级联引文扩展
网络上限:最多 100,000 个节点(免费版:300 个节点)

2.2 Advanced Versions 高级版授权和注册

The Advanced version is available with a membership at three tiers: Standard, Intermediate, and Advanced.

Standard: 1 year on 1 computer.

Intermediate: 1 year on 2 computers.

Advanced: 2 years on 2 computers.

Activated computers are not transferable.

With a valid membership, you may download and use new versions as they become available at no additional cost.

高级版的获取和使用权限:标准,中级,或高级会员。标准会员(Standard) 在为期一年的有效期内在一台电脑上激活使用;中级会员(Intermediate)为一年2台电脑;高级会员 (Advanced)在为2年两台。
有效期之内,激活后的电脑上可以反复安装新版,次数不限,激活后的电脑本身不能转移。
Payment Methods (支付方式)

Credit cards, Alipay, WeChat Pay are accepted using the payment links below. A valid email address is required for you to receive instructions and for activation and validation purposes.

You will receive an email with confirmations and instructions after your payment. If you haven't received the email, please check your spam folder.

Standard: AliPay/WeChatPay

Intermediate: AliPay/WeChatPay

Advanced: AliPay/WeChatPay

支付方式
付款方式包括信用卡,微信或支付宝。付款过程中务必提供准确的邮箱地址,随后的激活验证都需要用到这个地址。

付款后相关注册链接及收据会送到你的邮箱。如果没有收到邮件,请检查你的垃圾邮件

支付宝/微信付款链接
标准会员: AliPay/WeChatPay

中级会员: AliPay/WeChatPay
高级会员: AliPay/WeChatPay

特别提醒:除本网站之外,任何其它出售CiteSpace的网站均未经授权。注意辨别。

Register 注册
There are a few more steps you need to follow after a wechat pay or alipay. A special link will be emailed to you so that you can complete the registration process without any additional cost. The link will take you the product page. You should see "Free" next to a strikethrough on $. Then click on the "Buy Now" button to proceed free of charge.
用微信或支付宝付款后你会收到下一步的邮件以完成注册。整个过程不需要再付费。注意红色箭头所指处显示为 Free。再按Buy Now按钮继续即可。沿途不需再缴费。

Accept the terms of service and privacy policy (this is part of the podia website; it is not specifically to do with CiteSpace) to enable the Get now button. If the checkbox cannot be selected, remove the coupon code and enter it again manually.
下个页面如下图所示。核对一些右下角箭头所指处显示的是你的优惠码。选择 I accept the Terms of Service and Privacy Policy 以后, Get now 按钮会激活。继续即可。如果这时不能选择,按红色箭头所指处,点 Remove ,然后手动逐字打入你的优惠码。


If you can see the page below, you can proceed to download files. It is a good idea to download specific files you need rather than using the download button, which will download all the files altogether, which is usually unnecessary.
如果看到下面的页面,就可以下载文件了。注意:最快捷的办法是直接下载具体文件,而不是用download按钮一次下载所有文件。

2.3 Invoice 发票

Invoice 发票

Invoices can be issued with the following information: your institution name, its tax ID, your name, email address, and details of purchase. Please contact info.citespace@gmail.com

如果需要开具发票,请将下列信息提供给info.citespace@gmail.com

  • 单位名称

  • 税号

  • 姓名

  • 邮箱地址

  • 付款金额,日期

2.4 Pirate and Unauthorized Websites 注意安全,避免使用盗版

You should only download CiteSpace and its updates from your own Podia account on citespace.podia.com.

Free versions are downloadable from https://sourceforge.net/projects/citespace/

Any other websites or online stores distributing CiteSpace are unauthorized.

Warning: Pirate copies from Taobao and other unauthorized websites have been tempered and they are highly risky.

注意只从你自己的Podia账号下载 CiteSpace 正版。任何其它渠道均未授权。
盗版软件是侵犯知识产权的违法行为。盗版软件可能而且已经发生被植入恶意软件,病毒等危险行为,对用户自己的电脑,个人隐私,及安全带来威胁。请大家务必注意以避免风险和损失。
实例如下,盗版软件删掉了用户电脑上的文件:

淘宝店销售盗版软件也触犯刑法
摘要:淘宝网店等销售盗版,未经著作权人许可,发行其软件作品,其行为均已构成侵犯著作权罪。

挖矿木马伪装成盗版软件攻击Mac电脑

摘要:很多用户存在一个误区:盗版软件经济实惠,用起来和正版软件没什么区别。实际上,这是用户在拿自己的电脑设备、个人隐私来冒险。盗版软件不但在产品功能和安全性、运行稳定性上低于正版软件,更有可能是承载恶意软件、病毒的主要介质。

谈谈盗版软件问题
摘要:盗版让我们有机会接触到更多更好的付费软件,但是也让程序员的劳动价值被轻易窃取,知识产权变成无稽之谈。

2.5 Why is CiteSpace updated so frequently? 为什么CiteSpace频繁更新?

CiteSpace is actively maintained and constantly evolving. This has become a distinct character of CiteSpace and a long-lasting commitment to users in the CiteSpace community.

Major reasons and changes include:

  • updates due to changes in third-part data formats

  • optimizations to improve performance and user experience

  • integrating new technologies such as GPT and Ollama to enhance the capabilities of CiteSpace

  • bug fixes and upgrades to latest versions of Java

CiteSpace 一直在积极维护并不断发展。这已成为 CiteSpace 的独特的传统之一,也是对 CiteSpace 社区用户的长期承诺。

主要原因和变化包括:

  • 新版有更强的数据识别和处理能力

  • 由于第三方数据格式变更而进行的更新

  • 性能优化以提升用户体验

  • 集成新技术,如 GPT 和 Ollama,以增强 CiteSpace 的功能

  • 根据用户的反馈以及各个数据输出格式的更新换代等

  • 修复漏洞,以及升级到最新版本的 Java

  • 以及提高安全保护以防范各种恶意盗版行为

总之,尽量以新版结果为主,可以参考 Summary Report 报告里的表格等辅助信息来帮助论文修改。

Compatibility

Use the Save Visualization function to store the current visualization so that you can open and edit it with more recent versions.

兼容性

建议用 Save Visualization 保存可视化结果,这样可以用更新后的版本打开原有的可视化文件。

2.6 Before uninstall 卸载注意事项

In general, you should not store user files under the installation folder unless you backup your user files regularly, as they may be unintentionally removed by the uninstallation process.

用户自己的数据文件最好不要存在安装文件夹之内以避免今后卸载时误删数据文件。
As shown in the example below, when you select an existing folder test1 for the installation, the installer will remind you this is an existing folder. What it really means is this: everything in the test1 folder will be gone if one day you run the uninstall command. The good practice is: 1. always choose a new folder and 2. store your user files outside the installation folder. 3. if you really want to store your files under the installation folder, backup them elsewhere routinely.

Control Panel > Programs > Programs and Functions > CiteSpace (Uninstall)

注意:你指定的安装文件夹如果已经存在,安装是会保留现有文件(见下图)。但是,卸载时整个安装文件夹会被安装包删除。这是所有安装包的标准定义。所以最好不要在安装文件夹内存放新文件,至少要另做备份。
如下图所示,安装文件夹为 test1, 安装前内含 test2, test3, new1.txt (8:46 AM)。安装后 这些文件夹、文件仍然保留(8:48 AM)。但是卸载 (从control panel uninstall) 则会删除整个安装文件夹 test1。






 

3. Download and Installation

3. 下载和安装

3.1 Download 下载,网页无法访问

Download

CiteSpace is available for Windows and Mac.

Windows

Download the installer. For earlier versions, download the msi file.

Mac

Download the dmg file.

How to Download Files from Podia

  1. Login to your Podia account. Go to the Products page.

  1. On the Products page, find your product: 2. CiteSpace (Standard) or 3. CiteSpace (Advanced). Click into it.

  1. You will see a list of files, including msi and dmg files. Click on the latest msi or dmg file to download the file. This is all you need. Do not use the Download button.

下载安装文件

如下图所示,直接点击黄色标出的文件。如果是 Windows,下载 exe 或msi 文件;如果是 Mac,下载 dmg 文件。

网页无法访问或超时

Users from some locations may experience network throttles imposed by local Internet providers, restrictions from campus networks, or other restrictions on Internet access. You may try a different Internet connection, use the hotspot of your mobile phone, or use a VPN. You may also need to check your firewall settings.

Please email us if the following solutions cannot solve your problem.

有些国内用户有时会遇到超时或网页无法访问的问题,同时另外一些国内用户则没有出现这类问题。具体原因仍然不是很清楚。ChatGPT的分析认为主要原因和国内尤其是国内校园网对外网限流或拦截或使用代理服务器有关,但是仍不能解释为什么有些用户不受这些影响,或者影响的程度不同。建议先试试使用手机热点,变更联网方式,VPN,检查防火墙和杀毒软件是否拦截或屏蔽podia网站等方法(参考下面具体步骤),如果仍有问题, 联系info.citespace@gmail.com并提供相关信息,包括你的操作系统是 Windows 还是 Mac (如果是 Mac, m1/m2/arm64, 还是Intel)。

Here are a few step-by-step tutorials on how to fix the problem:

  1. how to

  2. how to

  3. how to

How to deal with Microsoft Edge's "isn't commonly downloaded" warning

https://www.ghacks.net/2022/07/02/how-to-deal-with-microsoft-edges-isnt-commonly-downloaded-warning/

How can I download files reported as unsafe by Microsoft Defender SmartScreen in Internet Explorer 10 or Microsoft Edge?

Downloads reported as unsafe by Microsoft Defender SmartScreen can be downloaded by using the following steps:

  1. Copy the web address (URL) of the download or the page that hosts the download link.

  2. Open Internet Explorer 10 or Microsoft Edge on the desktop.

  3. Paste the URL into the address bar and hit enter. If the URL was to the page hosting the download, click on the desired download link on that web page.

  4. When the Microsoft Defender SmartScreen block is shown, click View Downloads.

  5. In the IE10 or Microsoft Edge Download Manager, right-click on the download and choose Download unsafe file.

  6. When the file download is complete, it can be launched by right-clicking on the item again and choosing Run anyway.

3.2 Windows: Install or Uninstall 卸载或安装

When you try to install or uninstall an application such as CiteSpace on Windows, your installation or uninstallation may fail and you will see error messages similar to the following:

The issue is most commonly due to a failure of the Windows Installer service on your computer. The following link is a good source of steps to fix this problem:

Solutions

Here is a video.

安装或卸载时如果遇到上图所示问题,很可能是你的电脑上Windows Installer service 没有正常工作。请按照上面链接里的步骤检查修复。

3.3 Mac:“CiteSpace is damaged and can't be opened." “文件损坏”

The installer for Mac users is the dmg file.
If your Mac prompts you with a message similar to this:
“CiteSpace" is damaged and can't be opened. You should move it to the Trash.
You can solve the problem as follows.
1) Press the "Cancel" button.
2) Open a Terminal window and enter the following two commands one by one:
cd /Applications
sudo xattr -dr com.apple.quarantine CiteSpace.app
Then you should be able to open the CiteSpace.app.
Further readings

If you get the error like the following,
xattr: [Errno 1] Operation not permitted
you may follow the steps here.

Mac 用户需下载dmg安装程序。
如果 Mac 提示“文件已损坏“而无法打开,可以按照以下步骤进行修复。
1) 选择”Canel" 或 "取消“键。
2) 打开终端窗口, 输入下列命令:
cd /Applications
sudo xattr -d com.apple.quarantine CiteSpace.app

如果出现如下错误,
xattr: [Errno 1] 不允许操作
您可以按照这里的步骤操作。

If you still cannot run CiteSpace, go to settings > Privacy and Security > Security. You should allow CiteSpace there.
 
如果运行上面代码之后仍然打不开,采用下面办法:
设置 > 隐私与安全性 >安全性
应该看到提示阻止了CiteSpace,点击允许。
相关阅读

视频

3.4 Do I need to install Java? 需要另行安装Java吗

No need. CiteSpace installers are self-contained, including Java 21. You do not need to install Java by yourself. If you have an older version of Java installed, you should uninstall it.

CiteSpace 安装程序(适用于 Windows 的 msi 或适用于 Mac 的 dmg)自带 Java 21。如果您的计算机上没有安装 Java,则无需另行安装 Java。但是,如果您安装了旧版本的 Java,则应将其卸载即可。

3.5 Additional Resources

The following resources should be automatically downloaded to your computer during the initial installation process. However, if the installation is interrupted or incomplete, you may install them manually as follows.

Text Processing Resources
To install resource files manually for text processing such as labeling clusters with noun phrases. download the wsj3t0-18-left3words.zip from the Resources section and unpack it to the resources folder under the .citespace folder. The path should look like:
C:\Users\me\.citespace\resources\wsj3t0-18-left3words\

Concept Tree Visualization
This function requires a reconstr_B.exe file. Download the file to the C:\User\me\.citespace folder, rename it from reconstr_B_exe to reconstr_B.exe. The correct path should look like this:
C:\Users\me\.citespace\reconstr_B.exe

3.6 MySQL

This question is concerned with the Advanced version only. You can still use CiteSpace without MySQL。
这个问题仅涉及高级版。而且没有 MySQL 也可以使用 CiteSpace。

Which version of MySQL is supported?
CiteSpace currently works with MySQL Server 8.0.

'MySQL server is running with the --secure-file-priv option.'
First, find the my.ini file used by your MySQL. Start a MySQL command line client and use the following query:

SHOW VARIABLES LIKE 'pid_file';

You may see something similar to:

C:\ProgramData\MySQL\MySQL Server 8.1\Data\...pid

You should edit the my.ini file under C:\ProgramData\MySQL\MySQL Server 8.1

Make the following changes in the my.ini file and restart MySQL server.

        secure-file-priv=""


“MySQL 服务器正在以 --secure-file-priv 选项运行。”
在 MySQL 的 my.ini 文件中进行以下更改并重新启动 MySQL 服务器。
        secure-file-priv=""

”OS errno 13 - Permission denied“
Windows: services > MySQL service
Right-click on your MySQL service

Properties > Log On > Log on as: Local System account

“OS errno 13 - 权限被拒绝”
Windows:services > MySQL80
右键单击 MySQL80
Properties > Log On > Log on as: Local System account

Here are two videos (in Chinese) on relevant topics:
这里有两个相关视频(中文):
https://www.bilibili.com/video/BV1qA4y1976H?share_source=copy_web&vd_source=22bbb347bb8d67ef942ba5a57f76efb1
https://www.bilibili.com/video/BV1BT4y1r783?share_source=copy_web&vd_source=22bbb347bb8d67ef942ba5a57f76efb1

4. Launch CiteSpace

4. 启动

4.1 Launch 启动 / 黑屏 / 闪退

Windows:
Click on the CiteSpace.exe file.
Do not click on CiteSpaceV.jar.

Mac:
Click on the CiteSpace app.

黑屏闪退

如果闪退,检查安装路径中是否包括中文字符,很多情况下将中文字符改为英文字母后可以解决。

PowerShell

CiteSpace 6.4.R2 requires PowerShell 5.1 or higher. Open a PowerShell window and check its version with the following command:

$PSVersionTable.PSVersion

If its version is below 5.1, you need to upgrade it to 5.1.

CiteSpace 6.4.R2 需要PowerShell版本至少为 5.1。打开PowerShell窗口,用下面的命令检查你PowerShell的版本:

$PSVersionTable.PSVersion

如果仍有问题,打开命令行窗口,找到CiteSpace的文件夹后,从命令行窗口里启动CiteSpace。将出错信息截图, 在 Podia 上的留言及评论区报告具体出错信息。

乱码,锟斤拷

系统编码不匹配。用户系统编码为936或其他编码,而CiteSpace使用UTF-8。

按下列步骤可以解决这类问题:

系统层面开启全局 UTF-8

  1. 打开「控制面板 → 时钟和区域 → 区域 → 管理 → 更改系统区域设置」

  2. 勾选“使用 Unicode UTF-8 提供全球语言支持(Beta)”

  3. 重启电脑

这样 Windows 整个 ANSI 接口都使用UTF-8,与CiteSpace匹配。

You may set Region Settings as follows to use Unicode UTF-8 for worldwide language support. Go to Control Panel -> Clock and Region -> Region -> Administrative > Change system locale > Beta: Use Unicode UTF-8 for worldwide language support. Then restart your computer.

应用程序无法正常启动

If you encounter the following issue, check if you have Microsoft Visual C++ redistributable installed properly.

检查是否安装了 Microsoft Visual C++ 运行库

CiteSpace 的运行程序需要一些系统支持文件。如果您的电脑没有安装这些文件,会导致启动失败。

请按以下步骤操作:

  1. 点击下面链接下载:
    https://aka.ms/vs/17/release/vc_redist.x64.exe

  2. 下载后双击安装(如果提示已有安装,可以点击“修复”)。

  3. 安装完成后,重新启动电脑

  4. 再次尝试运行 CiteSpace。


4.2 Switch between English and Chinese 中英文切换

On the welcome page of CiteSpace, there is an "English" button on the left side of "Agree". Click on the "English" button, it will change it to "Chinese."
If you want to switch back to English, restart CiteSpace and the "English” is the default.

启动后,“Agree” 左边有个“English"按钮。点击 “English", 就会切换到中文, 如果要换回英文需重新启动。
点”Agree“进入下一步。

4.3 Activation and Validation 激活与邮箱验证

Activation
When you launch CiteSpace on a computer for the first time, you need to valid it with your email address. If it is validated successfully, CiteSpace will be activated.
Each time you restart CiteSpace, you need to enter your email address. To save your time, you can set an environment variable so that you don't have to enter your email address by hand.

激活
头一次在电脑上启动 CiteSpace 时,需要验证您的电子邮箱地址。如果验证成功,CiteSpace 将被激活。
每次重新启动 CiteSpace 时,都需要输入您的电子邮箱地址。为了省事儿,可以设置一个环境变量,这样就不必每次手动输入电子邮箱地址。

How to Set the Environment Variable
Here is how to do it on Windows:
control panel
system and security
system
advanced system settings
environment variables
user variables
new user variable
variable name: CiteSpace
variable value: your email address
OK all the way out.

简便起见,把你的邮箱地址设置为一个环境变量,这样就不必每次输入你的邮箱地址。
步骤如下:
control panel
system and security
system
advanced system settings
environment variables
user variables
new user variable
variable name: CiteSpace
variable value: your email address
OK, OK, OK, ...

4.4 Unrecognized Email Address 无法识别邮箱地址

Spelling
Make sure your email address is entered correctly. It is case sensitive.
拼写
正确输入邮箱地址。注意区分大小写。

Network Connection
Make sure your network connection is stable. You can try it later or use a different method to connect, e.g., using your cellphone's hotspot.
联网状态
确保您的网络连接稳定。您可以稍后尝试或使用其他方法进行连接,例如使用手机热点。

Missing Components:
Add the following line to the Path Environment Variable under your System Variables. Then restart your computer.
%SystemRoot%\System32\Wbem

缺少路径:
将以下行添加到系统变量下的路径环境变量 Path 中。然后重新启动计算机。
%SystemRoot%\System32\Wbem

Windows 11:
If the Smart App Control on Windows 11 is on and it blocks part of WMIC, which is required for the validation process, consider turn off the Smart App Control to solve the problem, but bear in mind that you will have to reinstall Windows if you want to turn it on again.

如果Smart App Control on Windows 11 屏蔽验证过程所需步骤,关闭Smart App Control可以解决这个问题。注意,如果要重新打开Smart App Control, 只能重装Windows才行。

You may need to manually add WMIC as an optional feature as an administrator.
In Powershell, type the following command:
DISM /Online /Add-Capability /CapabilityName:WMIC~~~~
See here for more details.

您可能需要以管理员身份手动添加可选功能。
在 Powershell 中,键入以下命令:
DISM /Online /Add-Capability /CapabilityName:WMIC~~~~
请参靠详细信息。

4.5 Configurations 应用程序配置

You may optimize the performance of CiteSpace by modifying the configuration settings in the CiteSpace.cfg file. For example, you may allocate more RAM. See also 4.6 for high-resolution scaling.

CiteSpace.cfg 系统设置文件
Windows
If CiteSpace is installed at C:/Program Files/CiteSpace/.
The CiteSpace.cfg file is in the app folder. You can edit it with a text editor. When you save it, make sure to keep .cfg as its file extension.

Windows
如果 CiteSpace 安装在 C:/Program Files/CiteSpace/。
CiteSpace.cfg文件在文件夹 app 里。该文件可用文本编辑器修改。

Mac
Locate the CiteSpace.cfg file on Mac as follows: right-click on the CiteSpace application, follow Show Package Contents > Contents > app > CiteSpace.cfg

右键点击 CiteSpace application, 沿着这个路径: Show Package Contents > app > CiteSpace.cfg.

Memory 内存
Modify the following line in the CiteSpace.cfg. You may increase or decrease the maximum RAM, e.g., 32g or 2g,  according to the actual RAM on your computer from the default 4g (4GB of RAM).
java-options=-Xmx4g



4.6 High-Resolution Displays (Misalignment, GUI Too Small) 节点错位,介面太小

If you use a high-resolution display, e.g., a high definition computer monitor, and you are experiencing some of the following issues, you can fix them by the following settings accordingly.

  • The GUIs of CiteSpace are too small.

  • Mouse pointers and node positions are misaligned or mismatched.

Set High DPI Scaling Setting

  1. Right-click on the CiteSpace application, i.e., CiteSpace.exe

  2. CiteSpace Properties

  3. Compatibility

  4. Change high DPI settings

  5. High DPI scaling override

  6. System (Enhanced)

If the issue is resolved, skip the steps below. Otherwise, keep reading.

Misalignment

If you click on a node, but miss the target, you may have a misalignment issue. You need to set your system DPI/scaling to 100% (96 DPI).

On Windows

  1. Right-click on your desktop → select Display settings.

  2. Scroll to Scale and layout.

  3. Set "Scale" to 100% (Recommended).

  4. Log out or reboot if needed (some DPI settings cache).

For legacy versions in a Jar file,

java-options=-Dsun.java2d.uiScale=1.0

Enlarge the size of text and apps

  1. Windows Settings

  2. System

  3. Display

  4. Scale and layout

  5. Change the size of text, apps, and other items: 125% for example

You may also select the following setting.

4.7 Taking a long time to launch 启动慢

In general, it should take a few seconds at most. If it takes several minutes, the delay is usually at your end of the network, for example, you connect to the internet through a proxy server. You may connect to the internet via a VPN to resolve the problem.

一般情况下启动只需几秒时间。如果超过几分钟,基本上是用户端网络的问题,或者中间有代理服务器等等。可以考虑使用  VPN 。

5. Data Collection

5. 数据收集

5.1 How to handle the relevance of data? 如何把握数据相关性

Should I broaden or narrow the scope of data collection?
检索范围应该宽还是窄?

You can refine your original search query. Sometimes it is impossible to eliminate irrelevant topics at the data collection stage. As a general guideline, you can proceed and filter out irrelevant topics at a later stage. In fact, it becomes easier to determine the relevance of a topic once the dataset is visualized. More importantly, seemingly 'irrelevant' topics may turn out to be relevant once it is clear how they are included in the first place. It is often a valuable opportunity to learn something new and discover something unexpected. What make you think they are irrelevant? How are they connected to other relevant topics? 

你有几个选择:1)优化检索式。有时在数据收集阶段很难完全解决这类问题。2)一个有效的办法是把这个问题留给后续阶段解决。实际上,等可视化结果出来之后,这类问题可以很容易解决。这时再判别一个主题是否相关或者具体如何相关都会变得容易得多。更重要的是,3)原本看似“不相关”的主题,很有可能随着可视化所呈现出越来越多的线索和关联而变得相关。这往往是学习新事物和获得意外发现的宝贵机会。多想想这些问题:为什么你开始认为它们没有联系?它们与其他相关主题到底有什么联系?

5.2 Major Data Sources 主要数据来源

The primary data source is the Web of Science Core Collection. Each record contains the meta data of a publication. References cited by an article are particularly important for a scientometric study using CiteSpace.
Dimensions and Semantic Scholar provide APIs to access their data. CiteSpace supports some flexible and powerful data traversal functions from these sources, for example, cascading citation expansion.
Bibliographic records exported from sources such as Scopus, CSSCI, and CNKI need to be converted using conversion functions in CiteSpace before they can be visualized by CiteSpace.
Exported files from EndNote (RefMan) and more generic CSV files can be imported for CiteSpace.
Note that some of the data sources do not contain cited references. As a result, the scope of analysis with CiteSpace would be limited due to the insufficient data. 

主要数据源是 Web of Science 核心合集。每条记录都包含出版物的元数据。文章引用的参考文献对于使用 CiteSpace 进行科学计量研究尤为重要。
Dimensions 和 Semantic Sc​​holar 提供 API 来访问其数据。 CiteSpace 支持这些来源的一些灵活且强大的数据遍历功能,例如级联引文扩展。
从 Scopus、CSSCI 和 CNKI 等来源导出的书目记录需要使用 CiteSpace 中的转换函数进行转换,然后才能通过 CiteSpace 进行可视化。
从 EndNote (RefMan) 导出的文件和更通用的 CSV 文件可以导入到 CiteSpace。
请注意,某些数据源不包含引用的参考文献。因此,CiteSpace 的分析范围会因数据不足而受到限制。

5.3 How to handle an export limit?

The Web of Science recently raised the export limit from 500 records at a time to 1,000 records in its new user interface. However, it seems if you want to include cited references in your download, the limit is still 500 per download.
If the number of records you need to export exceeds the limit, repeat the process multiple times, for example, 1-500, 501-1000, and so on. Here is a tip: if you just want to get the most cited K records, sort your results by times cited before exporting the records and you can stop once you downloaded the first K records.

5.4 How to import CSV files to CiteSpace?

All you need to do is to configure your own data records as if they were bibliographic records. CiteSpace provides a generic function to convert a CSV file to a file in the Web of Science export format. 

5.5 What is a valid reference in CiteSpace?

CiteSpace determines whether a cited reference is valid or not based on the extent of any missing information. A valid reference should have the following components:
  1. Author
  2. Year of Publication
  3. Title (Optional)
  4. Source
  5. Volume
  6. Page
  7. DOI
It is not necessary to have all 7 parts, but some parts are essential. 
If the year of publication is missing, then it is an invalid reference, as far as CiteSpace is concerned because of its role in subsequent processes.
On the other hand, valid references may have missing DOIs.

5.6 Various formats of DOIs in the CR field of WoS

Here are several formats of how a DOI may appear in the CR field in the Web of Science format. CR stands for Cited References. Some of the DOIs are partially correct but not accurate, for example, pointing to the proceedings rather than a specific article, but others are incorrect or missing.
  1. DOI X: Pettersen EF, 2004, J COMPUT CHEM, V25, P1605, DOI 10.1002/jcc.20084
  2. DOI DOI X: Taylor, 2005, LMS J COMPUT MATH, V8, P145, DOI DOI 10.1112/S1461157000000942
  3. DOI [DOI X, X]: Wainer H., 1980, APPL PSYCHOL MEAS, V4, P331, DOI [DOI 10.1177/014662168000400305, 10.1177/014662168000400305]
  4. DOI [DOI X, x]: McManus P. M., 1989, CURATOR, V32, P174, DOI [DOI 10.1111/J.2151-6952.1989.TB00718.X, 10.1111/j.2151-6952.1989.tb00718.x]
  5. DOI [DOI X, Y]: Agarwal A, 2011, P LSM PORTL OR, P30, DOI [DOI 10.3115/990820.990886, 10.5555/2021109.2021114]
  6. DOI [DOI X, y, Y]: Preece J., Schneiderman B., 2009, AIS T HUMAN COMPUTER, V1, P13, DOI [DOI 10.17705/1THCI.00005, 10.5121/ijfcst.2014.4403, DOI 10.5121/IJFCST.2014.4403]
  7. DOI [DOI X, DOI Y]: Babcock B., 2002, PODS 02, P1, DOI [DOI 10.1145/543613, DOI 10.1145/543613.543615]
  8. DOI [DOI X, Y, DOI Y]: Bell S., Morse S., 2001, LOCAL ENVIRON, V6, P291, DOI [DOI 10.1080/13549830120073284, 10.1080/1354983012007328, DOI 10.1080/1354983012007328] (the last digit 4 is missing)

6. Preprocessing

6. 预处理

What preprocessing steps should I take and why?

6.1 Duplicate Removal

It is a good idea to run the duplicate removal function on the dataset first before you create a project for it, even you download the dataset from the Web of Science and you know they are all unique. The advantage of this function, apart from removing any duplicated records, is that its output files are ordered by the year of publication. CiteSpace can take advantage of this order to speed up the subsequent processes such as time slicing. In short, the performance will be a lot faster.
Data > Import/Export > WOS > Duplicate Removal

在投入分析之前,最好先对数据集做个预处理。用除重功能整理你的数据集,即便你知道数据集里并不包含重复记录。因为这个功能不仅能删除任何重复记录,而且还能按时间整理数据,修复或剔除不合规范的记录或字段。整理后的记录按年份排序输出。 CiteSpace 可以利用这个顺序来加速后续流程,例如时间切片。后续操作会更加流畅。

6.2 CNKI

CNKI data format does not include cited references. It means the data is insufficient for a document co-citation, although you can generate a network of cooccurring keywords.
CNKI 数据格式不包括引用的参考文献。这意味着数据不足以用于文档共引,尽管您可以生成一个共现关键字网络。

The format of a CNKI record:

RT Journal Article
SR 1
A1 瞿媚;赵璟;
AD 西南林业大学经济管理学院;
T1 心理契约维度与企业员工离职关系研究
JF 中国林业经济
YR 2012
IS 05
OP 57-61
K1 心理契约;心理契约维度;员工满意度;离职倾向
 psychological contract;psychological contract dimension;employee satisfaction;turnover intention

AB 对于企业员工来说,他们工作的有效性、工作满足感的程度,以及能否一直对企业保持责任感、忠诚心,主要取决于双方心理契约的实现过程。从心理契约组织责任与员工责任维度来探讨心理契约与企业员工离职之间的关系,了解心理契约各个维度及工作满意度对离职倾向的影响程度。引入心理契约的相关理论,通过设计有针对性的调查问卷,提出假设,进行实证研究验证假设:心理契约中组织及员工的责任各维度对员工满意度存在正向影响,对员工离职意向具有负向影响。根据实证研究结果,提出了构建企业与员工良好心理契约关系的具体措施,为企业人力资源管理的实际工作提供一定的指导。
SN 1673-5919
CN 23-1539/F
LA 中文;
DS CNKI
DO 10.13691/j.cnki.cn23-1539/f.2012.05.017

This format needs to be converted before you can use it with CiteSpace. Note that it is quite common to find ill-formatted data in CNKI. CiteSpace will report the name of the file and the line number and a copy of the line when it encounters an unexpected format. You may have to make corrections manually.
这种格式需要先转换,然后才能与 CiteSpace 一起使用。请注意,在 CNKI 中发现格式错误的数据是很常见的。 CiteSpace 在遇到非预期的格式时会报告文件名和行号以及行的副本。您可能需要手动进行更正。
如果出现乱码,检查下面提示的utf-8等步骤:

Here are a few examples reported by CiteSpace:
Unexpected format: line 8009 in CNKI-4.txt
 line 8009: A1 张一弛,李书玲,刘鹏,邓建修
The expected A1 field contains author names, separated by ';', but in this case, they are separated by ','.
Here is another example:
A1 Balogun,, Anthony G.;;Adetula, Gabriel A.;;Olowodunoye, Stella, A.
Not only authors are separated by two ';'s, the same author's last name is separated from the first name by two ','s. Furthermore, the last author's last name is separated from the rest of it with a comma, but there is an extra comma between the first name and the initial. These are just a few examples of problematically formatted CNKI data that users will have to deal with before they can run CiteSpace such datasets.

以下是 CiteSpace 报道的几个例子:
Unexpected format: line 8009 in CNKI-4.txt
line 8009: A1 张一弛,李书玲,刘鹏,邓建修
预期的 A1 字段包含作者姓名,以“;”分隔,但在本例中,它们以“,”分隔。

这是另一个例子:
A1 Balogun,, Anthony G.;;Adetula, Gabriel A.;;Olowodunoye, Stella, A.

不仅作者由两个“;”分隔,同一作者的姓氏与名字也由两个“,”分隔。此外,最后一位作者的姓氏与其余部分用逗号分隔,但名字和首字母之间又有一个额外的逗号。这些仅仅是几个例子,类似的格式问题在 CNKI 数据里很常见,用户在使用 CiteSpace 之前必须处理好这些问题。

Here is a step-by-step guide for handling CNKI data with CiteSpace.
In a nutshell, search in CNKI and export the results in the Refworks format. Then use CiteSpace to convert the Refworks files. 
When you set up a project with CNKI data, check the radio button for CNKI as the data source.
To construct a keyword network, consider to use PMI as well as cosine as the link selection criteria. You may also consider using MST as one of the pruning methods to reduce the number of links further.
这是使用 CiteSpace 处理 CNKI 数据的分步指南。
一言以蔽之,在知网中搜索,将结果导出为Refworks格式。然后使用 CiteSpace 转换 Refworks 文件。
当您使用 CNKI 数据设置项目时,选中 CNKI 作为数据源的单选按钮。
要构建关键字网络,可以考虑使用 PMI 以及余弦作为链接选择标准。您也可以考虑使用 MST 作为修剪方法之一,以进一步减少链接数。

6.3 Format Conversion

If you download your data from the Web of Science, then no conversion is needed. If not, you may need to convert the original data format for CiteSpace. For example, datasets downloaded from Scopus, Dimensions, the Lense, and CSSCI require a format conversion step before you can use them with CiteSpace.
When you create a project for such datasets, you need to select the corresponding data source radio button in the Project setup page.

6.4 Scopus

Data files downloaded from Scopus need to be converted in CiteSpace before you can use them.
An uncommon but hard to detect issue is the encoding of your data files. The encoding should be pure utf-8. However, if your data file has the utf8 BOM encoding, which includes invisible utf chars () at the beginning of the file, it will mess up the conversion. This is easy to fix it by opening the file with notepadd++ and select utf-8 from the Encoding menu and save the file.
From 6.2.R6 (Advanced), you can run the conversion from Scopus CSV exports directly without worrying about the BOM encoding as the converter takes care of it.

Currently, it is recommended to use the CSV as the export format from Scopus due to issues with RIS exports from Scopus, especially in terms of missing references.

7. Recommended Workflow 分析流程及主要步骤

7.1 Layout 布局

CiteSpace shows the layout process as the network is getting settled to an optimal configuration. During the process, the background color is black. Once it is done, the background color becomes white. You can stop the process anytime, especially when the layout is satisfactory, for example, the main structure is getting stable.

7.2 Rotate 先旋转再用 All in One

You can rotate the visualized network clockwise so that the network can make a better use of the landscape display. Rotate before you use the All in One function. Otherwise, if you rotate after the All in One, you will need to refresh with the All in One.

7.3 All in One 一键聚类加标签

Click on the All in One button, which is right next to the white background button (a black hourglass on the white background).
The All in One function combines several steps into a single click:
cluster labeling (you may choose the source of label terms) and applying predefined visualization styles such as the colors of node labels and cluster labels, the colors of nodes and links, and areas that highlight various clusters. 
You can make further adjustments based on the predefined settings.

T vs R

The default source of cluster labels is the citing articles' titles. With Scopus and Dimensions data, you may choose R to label clusters based on titles of cited references, which may provide a different perspective from the citing titles.

7.4 Cluster Labels and Summaries (GPT) 聚类标签和概况

Labeling

Cluster labels are automatically generated by CiteSpace based on the most representative articles that cite members of a given cluster.
If your data contains titles of cited references, such as in Scopus and Dimensions, cluster labels can be extracted from titles of cited articles in a cluster.
聚类标签由 CiteSpace 根据对应该聚类的最具代表性的施引文献自动生成。
如果数据中包括被引文献标题,如 Scopus 或者 Dimensions 数据,CiteSpace 也可以从被引文献的标题中提取聚类标签。

User Defined Cluster Labels

Users may change the label of a cluster by editing a tab-delimited file under the project folder: cluster_labels.tsv. The file should contain two columns: the cluster ID and the new label of your choice, separated by a tab.
用户定义的聚类标签
用户可以编辑项目文件夹下的制表符分隔文件来自行定义聚类标签:cluster_labels.tsv。该文件的格式每个聚类的标签定义为一行,两部分以制表符分开:  Cluster ID 和自行定义的新标签。

GPT-Generated Cluster Labels and Summaries

You may generate cluster labels and summaries by using OpenAI GPT API in CiteSpace. Then you may switch back and forth between the GPT-generated and the original CiteSpace-generated or user generated labels. With data from Scopus and Dimensions, you can also generate cluster labels based on titles of cited references as well as titles of citing articles. The reference-based labeling is not available for data from the Web of Science as the standard Web of Science format does not contain titles of cited references. You can switch to different GPT models and 8 different languages. Current, three GPT models are accessible via CiteSpace: gpt-4o. Earlier versions support gpt-4-turbo, and gpt-3.5-turbo. Similarly, in earlier version you may use Ollama models such as llama3 and gemma:2b, either with Ollama on your localhost or on a remote server.
For a brief demo, see a recorded video here.
GPT 定义的聚类标签和概要
您可以通过集成在CiteSpace中的OpenAI GPT API来生成聚类标签和概要。然后,您可以在GPT生成的标签和CiteSpace生成的或用户生成的原始标签之间来回切换。使用Scopus和Dimensions的数据,您还可以选择基于被引用参考文献的标题以及引用文章的标题生成聚类标签和概要。基于参考文献的选择不适用于Web of Science的数据,因为标准的Web of Science格式不包含被引用参考文献的标题。您可以切换到不同的GPT模型和8种不同的语言。目前,通过CiteSpace可以访问三种GPT模型:gpt-4o。前面几个版本支持 gpt-4-turbo、和 gpt-3.5-turbo。此外,6.4.R2 之前的版本也支持 Ollma 模型如 llama3 或 gemma:2b 等,通过 localhost 或其他地址。

有关演示,请参阅视频部分。

Set up and Cost
To use the GPT button, users need to obtain your own GPT API key and set an environment variable OPENAI_API_KEY with your key as its value. Be aware of the API usage cost, which is charged by OpenAI, not CiteSpace. The single use of this function may cost about $0.05 based on the default setting. You may select gpt-4o, gpt-4-turbo, or gpt-3.5-turbo.
设置和花费
GPT 定义聚类标签功能需要用户自己先从 OpenAI 获取 GPT API 密钥,并以密钥为值设置环境变量 OPENAI_API_KEY。请注意 API 使用费用,这是由 OpenAI 而非 CiteSpace 收取的。

API Rate Limit 速率限制

The summarization function in CiteSpace is subject to the RPM and TPM associated with your OpenAI API account. In CiteSpace, you can set RPM accordingly to match the Tier of your account with OpenAI API. See my blog for more details.

For more details on RPM and TPM, see https://platform.openai.com/docs/guides/rate-limits/overview

7.5 Interactive Exploration 互动

At this stage, you can explore the visualized network and various details. The interactive visualization serves as a gateway to the underlying scientific literature. Click on the DOI links, for example, will take you to the original publisher's page of the corresponding article. You can use Cluster Explorer to make sense what a cluster is really about.

7.6 Save Visualization 保存可视化结果

Save Visualizations

It is strongly recommended to save the visualization as a JSON file by selecting Visualizations > Save Visualization. This allows you to reopen the saved visualization later via Visualizations > Open Saved Visualization and continue exploring it. This feature is especially useful if you want to open the visualization in a newer version of CiteSpace for further analysis or presentation.

强烈建议通过菜单 Visualizations > Save Visualization 将可视化图谱保存为 JSON 文件。这样,您可以稍后通过 Visualizations > Open Saved Visualization 打开该图谱并继续进行微调。当您希望使用新版 CiteSpace 打开已有图谱以进行进一步分析或展示时,这项功能将特别有用。

Save Image

Save the visualization as an image file in PNG and SVG.

Save as PNG

In CiteSpace 6.4.R2, users may occasionally encounter an error when exporting a visualization to a PNG file—particularly after increasing the node label font size too much, zooming in excessively, or combining both. If the PNG is successfully saved, CiteSpace will confirm with a dialog box. If you don’t see such a confirmation, try reducing the font size and/or zooming out, then attempt the export again. If the issue persists, continue decreasing the font size until it works.

We recommend using node label font sizes between 12 and 20 pt, or even smaller when the view is zoomed in.

The root cause is still under investigation, but it is likely related to the rendering engine or missing physical fonts on the system.

在 CiteSpace 6.4.R2 中,用户在将可视化图谱导出为 PNG 文件时,有时可能会遇到错误,特别是在节点标签的字体设置过大、或图谱放大(Zoom In)过多,或两者同时发生的情况下。如果图像成功保存,CiteSpace 会弹出提示框进行确认;若未看到该提示,建议缩小字体大小和/或恢复视图到较小倍率后再次尝试导出。如果仍然失败,请继续逐步减小字体大小,直到导出成功为止。

我们建议节点标签的字体大小设置在 12 至 20 之间;如果图谱已放大,字体建议设置得更小。

导致该问题的确切原因仍在调查中,但很可能与图形渲染引擎或系统中缺少特定物理字体有关。

Save as a Website

You can also export the visualization as a website—that is, as a folder of files that can be hosted on a web server. This allows anyone to view and interact with the visualization directly through a web browser, without needing CiteSpace. You can also open the visualization on a local machine using a lightweight web server, such as:

python3 -m http.server

您还可以将可视化图谱导出为一个网站形式的文件夹,即一组可以部署在 Web 服务器上的文件。这样,任何人都可以通过普通的网页浏览器查看和交互操作图谱,而无需安装 CiteSpace。您也可以在本地计算机上使用轻量级的 Web 服务器打开这些文件,例如:

python3 -m http.server

7.7 Interpretation 解读要点

Here are some key points you should bear in mind when you interpret visualizations generated by CiteSpace.

Cluster View
(coming soon)

Timeline View
(coming soon)

Landscape Visualization
The visualization shows a field of research or a topic as a whole based on your underlying dataset.
The holistic structure shows how various integral clusters evolve over time.


Each cluster is depicted with the following information: when did it start, how long did it last, and when did it end, or is it still active? The height of a peak indicates the volume of members of the cluster published in the corresponding year, which indicates the level of activeness of the cluster.
Pay attention to these visual features and focus on the following questions:
Which clusters are the pioneering ones? Those with the leftmost starting time. What are they about? See their cluster labels.
Which clusters have been the most active ever? Those with the highest peaks.
Which clusters are the most persistent? Those with the longest time span.
Which clusters are still ongoing today? Those extending to the most recent years.

Landscape View 解读要点:
1. 整个图表现的是一个领域或主题的整体结构
2. 整体结构细分为各个聚类,每个聚类开始,持续,结束的时间。山峰的高矮表示聚类的活跃程度。
3. 哪些是最早出现的聚类?哪些是历史上最活跃的聚类?哪些是持续最长的聚类?哪些是当前最活跃的聚类? 

8. Interface and Display

8. 界面和显示

8.1 Why are times cited reported by CiteSpace often smaller than that on the Web of Science?

When you download a set of records from a large database such as the Web of Science (WoS), it is very likely that your dataset does not contain ALL the records that cite the records of your dataset. If an article cited a record in your dataset, but the article is not covered by your initial query to the WoS, then this record's time cited will be lower in CiteSpace than that in WoS. The only certain way to eliminate the local-global discrepancy is when you download the WoS in its entirety, which is unlikely. What you can do is to do your best to make your dataset sufficiently representative. 
10.2 Why do all nodes have zero Betweenness Centrality scores?
By default, CiteSpace will automatically calculate betweenness centrality scores if the size of the network is below a predefined size, e.g., 500. If the network is larger than the threshold, CiteSpace will defer the auto-calculation to a manual control. You can do it from the menu: Nodes > Compute Node Centrality.
To adjust the threshold for auto calculation, Preferences > Defer the calculations of centrality.
10.3 How are clusters numbered?
The largest cluster is #0. The second largest is #1. Yes, clusters are numbered in the order of their size, i.e., the number of members in each cluster. 
Some users asked why CiteSpace starts the counting from 0 instead of 1. The short answer is that it is conventional in many popular programming languages to do so. A longer answer is that starting from 0 is simpler and more straightforward from the point of view of addressing an element in an array in computer's memory. There are lengthy answers, but let's not to get carried away too much.
10.4 Some clusters are not shown. How can I see more clusters?
有些聚类未显示。如何显示这些聚类?

By default, CiteSpace shows the largest connected component of the underlying network only. Thus, clusters not on the largest connected component will be invisible. For example, you may see clusters #0, #1, and #4, but wonder what happens to #2 and #3. The reason is simple - clusters #2 and #3 are not on the largest connected component (LCC).
To make all clusters visible, use the menu Filters > Show/Hide the Largest Connected Component Only (uncheck the radio button). You may also choose to view the largest K connected components (also on the Filters menu). 

默认情况下,CiteSpace 只显示网络的最大连通子网络(LCC)。因此,不属于这个子网络的聚类是不会显示的。
如果要显示所有聚类,选择菜单 Filters > Show/Hide the Largest Connected Component Only(取消选择按钮)。另外,也可以选择最大的 K 个连通子网络(也在这个菜单下)。
10.5 How can I replace cluster labels with my own ones??
如何显示自己定义的聚类标签?

You can inspect the members of a cluster in detail with Cluster Explorer. If you like to change the label of the cluster, you can create a text file (tab separated values, i.e. tsv) and CiteSpace will display the labels as you defined instead.
Click the USR button in the cluster labeling button group: Show user defined cluster labels.
You will see a brief description for the first time: Create a tab-delimited file named cluster_labels.tsv in the project folder. The tsv file should have two columns, separated by tabs. The following example will change the label of cluster 0 to 'My New Label':
ClusterID     [tab]     Cluster Label
              0     [tab]     My New Label

你可以使用 Cluster Explorer 详细检查聚类的组成。如果你想更替换聚类现有标签,你需要创建一个文本文件(制表符分隔值格式,即 tsv),CiteSpace 就会显示你自己定义的聚类标签。
点击USR 按钮:显示用户定义的聚类标签。你会看到一个提示:在项目文件夹中创建一个名为 cluster_labels.tsv 的文件。这个 tsv 文件应该有两列,由制表符分隔。下面的示范将聚类 0 的标签更改为“我自己定义的新标签”:
ClusterID     聚类标签
              0      我的新标签

11. Interaction

On Mac, the row of icons below the menu bar is only partially shown. What can I do?
Click on the left most area of the row, which appears as an area of tinny black dots, and drag it away from its original position. It will become an independent window floating over the rest of display. You can move it around to see controls that are previously outside the view. To restore it, click and drag the same dot-matrix-like area back to where it was. 

12. Post-processing

Can I provide stopwords for CiteSpace to use?
How can I provide a list of alias?
How can I provide a list of suffixes to retain?

13. Resources


13. 资料
Concept Trees
Sometimes if the initial setup is not completed successfully, you may need to download additional files.  For example, you will need reconstr_B.exe for creating concept trees. Please use this link:
https://citespace.podia.com/download

14. References


14. 参考文献
14.1 Classics 经典文献
14.2 Theories and Methodologies 分析理论和方法
14.3 Applications 应用实例
14.4 Practical Guide 使用指南

8.2 Why do all nodes have zero Betweenness Centrality scores?

By default, CiteSpace will automatically calculate betweenness centrality scores if the size of the network is below a predefined size, e.g., 500. If the network is larger than the threshold, CiteSpace will defer the auto-calculation to a manual control. You can do it from the menu: Nodes > Compute Node Centrality.
To adjust the threshold for auto calculation, Preferences > Defer the calculations of centrality.

8.3 How are clusters numbered?

The largest cluster is #0. The second largest is #1. Yes, clusters are numbered in the order of their size, i.e., the number of members in each cluster. 
Some users asked why CiteSpace starts the counting from 0 instead of 1. The short answer is that it is conventional in many popular programming languages to do so. A longer answer is that starting from 0 is simpler and more straightforward from the point of view of addressing an element in an array in computer's memory. There are lengthy answers, but let's not to get carried away too much.

8.4 Some clusters are not shown. How can I see more clusters? 有些聚类未显示。如何显示这些聚类?

By default, CiteSpace shows the largest connected component of the underlying network only. Thus, clusters not on the largest connected component will be invisible. For example, you may see clusters #0, #1, and #4, but wonder what happens to #2 and #3. The reason is simple - clusters #2 and #3 are not on the largest connected component (LCC).
To make all clusters visible, use the menu Filters > Show/Hide the Largest Connected Component Only (uncheck the radio button). You may also choose to view the largest K connected components (also on the Filters menu). 

默认情况下,CiteSpace 只显示网络的最大连通子网络(LCC)。因此,不属于这个子网络的聚类是不会显示的。
如果要显示所有聚类,选择菜单 Filters > Show/Hide the Largest Connected Component Only(取消选择按钮)。另外,也可以选择最大的 K 个连通子网络(也在这个菜单下)。

8.5 How can I replace cluster labels with my own ones? 如何显示自己定义的聚类标签?

See also: FAQ 7.4.
You can inspect the members of a cluster in detail with Cluster Explorer. If you like to change the label of the cluster, you can create a text file (tab separated values, i.e. tsv) and CiteSpace will display the labels as you defined instead.
Click the USR button in the cluster labeling button group: Show user defined cluster labels.
You will see a brief description for the first time: Create a tab-delimited file named cluster_labels.tsv in the project folder. The tsv file should have two columns, separated by tabs. The following example will change the label of cluster 0 to 'My New Label':
ClusterID     [tab]     Cluster Label
              0     [tab]     My New Label

参见 FAQ 7.4.
你可以使用 Cluster Explorer 详细检查聚类的组成。如果你想更替换聚类现有标签,你需要创建一个文本文件(制表符分隔值格式,即 tsv),CiteSpace 就会显示你自己定义的聚类标签。
点击USR 按钮:显示用户定义的聚类标签。你会看到一个提示:在项目文件夹中创建一个名为 cluster_labels.tsv 的文件。这个 tsv 文件应该有两列,由制表符分隔。下面的示范将聚类 0 的标签更改为“我自己定义的新标签”:
ClusterID     聚类标签
              0      我的新标签

8.6 Node Size: Uniformed or Proportional (节点大小:统一或变化)

Initially, all nodes will be displayed with a uniformed size. You can switch to the proportional size by selecting the tree-ring display. You can switch back and forth using this toggle button (See the circled button below).

8.7 Entropy Over Time (信息熵的变化)

The Entropy Over Time chart shows the change of entropy based on the appearances of new terms or keywords. A higher entropy indicates a considerable number of new concepts have been introduced into the underlying research field. See the links below for the full text of my 2008 article.
信息熵随时间变化的图表显示了熵随新术语或关键字的出现而发生的变化。熵的增高表明相关研究领域引入了很多新概念。参阅下面我 2008 年文章的全文。

Reference
Chen, C. (2008) An information-theoretic view of visual analytics.
IEEE Computer Graphics and Applications 28(1):18-23. DOI 10.1109/MCG.2008.2 (Full text / 全文

9. Interaction

On Mac, the row of icons below the menu bar is only partially shown. What can I do?

Click on the left most area of the row, which appears as an area of tinny black dots, and drag it away from its original position. It will become an independent window floating over the rest of display. You can move it around to see controls that are previously outside the view. To restore it, click and drag the same dot-matrix-like area back to where it was. 

10. Post-processing

10.1 Can I provide stopwords for CiteSpace to use?

CiteSpace uses a small set of stopwords by default. You can provide additional stopwords by creating a file named stopwords_plus.txt under the CiteSpace home directory, i.e. /Users/xxx/.citespace/stopwords_plus.txt
You may include comments by starting a line with #:
# this is a comment.
Use one line for one stopword:
stop1
stop2

10.2 How can I provide a list of alias?

Suppose you want to merge nodes A and B to A. 
  1. Right click on node A, select the node A as the primary alias.
  2. Right click on node B, select the node B as the secondary alias.
  3. Repeat these steps for other pairs you would like to merge or change.
  4. Re-run the process GO!
You can see a file citespace.alias in your project directory. This is a text file. You can edit it with a text editor such as notepad++ or Excel as the two columns are separated by a tab.

10.3 How can I provide a list of suffixes to retain?

If you want to protect some suffixes from being changed or if you want to keep some words, create a file named suffixes_to_retain.list under the CiteSpace home directory. CiteSpace won't make any changes to these words. For example, if you want to keep pandas as it is instead of being changed to panda, add the following line to the file:
pandas

In fact, CiteSpace will then keep superpandas as it is as well as long as the word ends with pandas. The pandas is treated as a suffix.

11. Resources

11. 资料

Concept Trees

Sometimes if the initial setup is not completed successfully, you may need to download additional files.  For example, you will need reconstr_B.exe for creating concept trees. Please use this link:
https://citespace.podia.com/download

12. References

12. 参考文献

12.2 Theories and Methodologies 分析理论和方法

12.3 Applications 应用实例

12.4 Practical Guide 使用指南

  • Chen, C. How to Use CiteSpace.
  • Chen, C. (2016) CiteSpace: A Practical Guide for Mapping Scientific Literature. Nova Science Publishers. 

13. Blogs and Other Readings (博客及其它阅读资料)

胡志刚  博客 陈超美教授又一力作,你要的 CiteSpace 应用的完美范文来了

Petrovich, Eugenio (2021) Science mapping and science maps. Knowledge Organization 48(7-8), 535–562.

CiteSpace is a very powerful software and it produces aesthetically impressive visualizations. However, it needs some expertise to fully take advantage of all its features. We suggest it to advanced users who already have some skills in science mapping. 

Haghani, Milad (2023) What makes an informative and publication-worthy scientometric analysis of literature: A guide for authors, reviewers and editors. Transportation Research Interdisciplinary Perspectives, 22, 100956.

https://doi.org/10.1016/j.cities.2023.104261