用智能检索生成技术提升组织研究中的主题建模效率与可解释性
Retrieval Augmented Generation for Topic Modeling in Organizational Research: An Introduction with Empirical Demonstration
- 结合检索、生成与智能迭代,实现外部知识驱动的主题发现
- 在推特数据上比传统方法和普通提示更高效且结果更可靠
- 适合需要透明可复现结果的管理学与组织研究者
文本分析是定性研究的核心。尽管扎根理论和内容分析广泛应用,但耗时费力。主题建模提供自动化补充,但现有方法(包括基于大模型的方法)仍面临预处理要求高、可解释性差、可靠性不足等问题。本文提出面向大模型的主题建模新方法——智能检索增强生成(Agentic RAG),融合三大组件:(1) 检索,实现对大模型预训练知识之外外部数据的自动访问;(2) 生成,利用大模型进行文本合成;(3) 代理驱动学习,迭代优化检索与查询设计。为验证其有效性,我们重新分析了Mu等(2024a)曾研究过的推特数据集。结果显示,该方法在效率、可解释性、可靠性与有效性上均优于标准机器学习方法及常规大模型提示策略。结果表明,Agentic RAG能生成语义相关且可复现的主题,是领导力、管理学与组织研究中人工智能驱动定性研究的稳健、可扩展、透明的替代方案。
原文摘要 · Abstract (English)
Analyzing textual data is the cornerstone of qualitative research. While traditional methods such as grounded theory and content analysis are widely used, they are labor-intensive and time-consuming. Topic modeling offers an automated complement. Yet, existing approaches, including LLM-based topic modeling, still struggle with issues such as high data preprocessing requirements, interpretability, and reliability. This paper introduces Agentic Retrieval-Augmented Generation (Agentic RAG) as a method for topic modeling with LLMs. It integrates three key components: (1) retrieval, enabling automatized access to external data beyond an LLM's pre-trained knowledge; (2) generation, leveraging LLM capabilities for text synthesis; and (3) agent-driven learning, iteratively refining retrieval and query formulation processes. To empirically validate Agentic RAG for topic modeling, we reanalyze a Twitter/X dataset, previously examined by Mu et al. (2024a). Our findings demonstrate that the approach is more efficient, interpretable and at the same time achieves higher reliability and validity in comparison to the standard machine learning approach but also in comparison to LLM prompting for topic modeling. These results highlight Agentic RAG's ability to generate semantically relevant and reproducible topics, positioning it as a robust, scalable, and transparent alternative for AI-driven qualitative research in leadership, managerial, and organizational research.
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