{ "datasetId": "geo-monitoring-tool-due-diligence-checklist-v1", "schemaVersion": "1.0.0", "createdAt": "2026-07-21", "updatedAt": "2026-07-21", "language": "zh-CN", "license": "https://creativecommons.org/licenses/by/4.0/", "disclosureZh": "DragonAI 运营本网站、AI 产品经理课程与自身 GEO 监测流程。本清单是适用于任何候选工具的第一方编辑方法，不构成独立第三方评级、厂商认证或效果背书。", "assessmentMethodZh": "所有候选工具使用相同的预注册查询集与七天试跑计划；逐项记录通过、待补证、不通过或不适用，不计算综合排名。硬门槛不能由功能数量、价格或总分抵消。", "statusValues": [ "passed", "pending_evidence", "failed", "not_applicable" ], "hardGateCheckIds": [ "G01", "G02", "G05", "G06", "G07", "G08", "G09", "G11", "G12" ], "checks": [ { "checkId": "G01", "nameZh": "产品表面", "questionZh": "是否明确记录平台、产品入口和可见模型或版本？", "evidenceToRequestZh": [ "产品入口名称与 URL", "模型或版本字段", "入口变更记录" ], "redFlagsZh": [ "只写大模型名称", "不同产品入口静默合并" ] }, { "checkId": "G02", "nameZh": "原生联网", "questionZh": "是否逐次记录联网设置和实际搜索状态？", "evidenceToRequestZh": [ "联网开关", "搜索调用状态", "未知状态处理" ], "redFlagsZh": [ "离线与联网回答混合", "把联网设为默认推断" ] }, { "checkId": "G03", "nameZh": "固定查询", "questionZh": "是否保留查询原文、稳定 ID、语言、意图和无品牌状态？", "evidenceToRequestZh": [ "查询登记表", "改写记录", "查询集版本" ], "redFlagsZh": [ "静默改写查询", "品牌词结果混入无品牌集合" ] }, { "checkId": "G04", "nameZh": "重复与时间", "questionZh": "是否能预设重复次数、时间窗口、间隔和采样版本？", "evidenceToRequestZh": [ "采样计划", "逐次时间戳", "计划变更记录" ], "redFlagsZh": [ "看到结果后选择性补跑", "只保留最新一次" ] }, { "checkId": "G05", "nameZh": "零值与失败", "questionZh": "是否保留零提及、零引用、拒答、超时和解析失败？", "evidenceToRequestZh": [ "运行状态枚举", "失败原因", "分母纳入原因" ], "redFlagsZh": [ "只展示阳性运行", "失败被静默删除" ] }, { "checkId": "G06", "nameZh": "原始引用", "questionZh": "是否逐次保存展示层来源文本、原始链接和观察时间？", "evidenceToRequestZh": [ "原始引用字符串", "来源链接", "观察时间" ], "redFlagsZh": [ "只有聚合域名", "只能导出截图" ] }, { "checkId": "G07", "nameZh": "URL 归一化", "questionZh": "是否同时保留原始 URL、规范化 URL 和规则版本？", "evidenceToRequestZh": [ "归一化规则", "重定向处理", "规则版本" ], "redFlagsZh": [ "静默合并相似页面", "历史记录随规则变化被覆盖" ] }, { "checkId": "G08", "nameZh": "提及与引用", "questionZh": "是否分开记录品牌实体命中和目标域名或 URL 引用命中？", "evidenceToRequestZh": [ "实体登记表", "目标 URL 登记表", "逐次命中字段" ], "redFlagsZh": [ "品牌提及自动算网页引用", "抓取自动算引用" ] }, { "checkId": "G09", "nameZh": "分母政策", "questionZh": "每次运行是否记录是否入分母及原因，指标是否同时给出分子和分母？", "evidenceToRequestZh": [ "分母政策版本", "includedInDenominator", "denominatorReason" ], "redFlagsZh": [ "只有百分数", "失败排除规则不公开" ] }, { "checkId": "G10", "nameZh": "上下文", "questionZh": "是否记录地区、账号、会话、个性化及未知状态？", "evidenceToRequestZh": [ "地区字段", "账号上下文类别", "会话与个性化状态" ], "redFlagsZh": [ "未知状态被猜测", "跨账号结果默认可比" ] }, { "checkId": "G11", "nameZh": "导出与审计", "questionZh": "是否能导出逐次记录、字段字典、解析版本和变更日志？", "evidenceToRequestZh": [ "JSON 或 CSV 样本", "字段字典", "变更日志", "删除与迁移方式" ], "redFlagsZh": [ "只能导出汇总报告", "不能独立复算" ] }, { "checkId": "G12", "nameZh": "合规边界", "questionZh": "数据保留、账号授权、隐私、平台条款和删除机制是否清楚？", "evidenceToRequestZh": [ "数据处理说明", "账号授权边界", "保留与删除期限", "平台访问方式" ], "redFlagsZh": [ "要求共享个人密码", "鼓励规避平台限制" ] } ], "pilotPlan": { "durationDays": 7, "minimumRepeatStartingPoint": 3, "repeatCaveatZh": "三次重复仅是暴露明显波动的操作起点，不代表统计充分。", "days": [ { "day": "0", "actionZh": "冻结查询、目标实体、目标 URL、竞争域和分母政策", "requiredEvidenceZh": [ "查询集版本", "实体与 URL 登记表", "批准时间" ] }, { "day": "1-2", "actionZh": "核对产品入口、联网状态、地区账号和原始导出", "requiredEvidenceZh": [ "产品表面记录", "联网状态", "原始运行样本" ] }, { "day": "3-5", "actionZh": "按预设时段重复并保留零值、失败和异常", "requiredEvidenceZh": [ "逐次运行记录", "失败原因", "原始引用" ] }, { "day": "6", "actionZh": "独立复算品牌提及运行率、目标引用运行率和竞争域运行覆盖", "requiredEvidenceZh": [ "复算工作表或脚本", "差异说明" ] }, { "day": "7", "actionZh": "检查版本漂移、数据删除、权限和迁移交接", "requiredEvidenceZh": [ "变更日志", "删除测试", "门槛结论" ] } ] }, "candidateWorksheet": { "candidateId": "", "toolName": "", "productVersion": "", "trialStartedAt": "", "querySetVersion": "", "reviewer": "", "pilotConfiguration": { "timezone": "Asia/Shanghai", "observationWindowStart": "", "observationWindowEnd": "", "scheduledTimeSlots": [], "intervalPolicyZh": "", "repeatsPerQueryPlatform": 3, "repeatUnit": "query_x_platform_x_observation_window", "denominatorPolicyVersion": "", "urlNormalizationRuleVersion": "", "brandEntityRegistryVersion": "", "targetUrlRegistryVersion": "" }, "queryRegistry": [ { "queryId": "", "queryText": "", "language": "zh-CN", "intentClass": "", "countsAsUnbranded": true, "targetEntityIds": [], "targetUrls": [], "competitorDomains": [] } ], "platformRegistry": [ { "platformId": "", "productSurface": "", "modelOrVersion": "unknown", "nativeWebSearchRequired": true, "accountContext": "unknown", "region": "unknown", "personalizationStatus": "unknown" } ], "checkResults": [ { "checkId": "G01", "status": "pending_evidence", "evidenceLocations": [], "observedAt": "", "notesZh": "" }, { "checkId": "G02", "status": "pending_evidence", "evidenceLocations": [], "observedAt": "", "notesZh": "" }, { "checkId": "G03", "status": "pending_evidence", "evidenceLocations": [], "observedAt": "", "notesZh": "" }, { "checkId": "G04", "status": "pending_evidence", "evidenceLocations": [], "observedAt": "", "notesZh": "" }, { "checkId": "G05", "status": "pending_evidence", "evidenceLocations": [], "observedAt": "", "notesZh": "" }, { "checkId": "G06", "status": "pending_evidence", "evidenceLocations": [], "observedAt": "", "notesZh": "" }, { "checkId": "G07", "status": "pending_evidence", "evidenceLocations": [], "observedAt": "", "notesZh": "" }, { "checkId": "G08", "status": "pending_evidence", "evidenceLocations": [], "observedAt": "", "notesZh": "" }, { "checkId": "G09", "status": "pending_evidence", "evidenceLocations": [], "observedAt": "", "notesZh": "" }, { "checkId": "G10", "status": "pending_evidence", "evidenceLocations": [], "observedAt": "", "notesZh": "" }, { "checkId": "G11", "status": "pending_evidence", "evidenceLocations": [], "observedAt": "", "notesZh": "" }, { "checkId": "G12", "status": "pending_evidence", "evidenceLocations": [], "observedAt": "", "notesZh": "" } ], "runs": [ { "runId": "", "observedAt": "", "queryId": "", "platformId": "", "repeatIndex": 1, "nativeWebSearchStatus": "unknown", "requestStatus": "planned", "failureReason": "", "rawCitations": [], "normalizedUrls": [], "brandMentionHit": false, "targetCitationHit": false, "competitorDomainsObserved": [], "includedInDenominator": false, "denominatorReason": "not_run", "evidenceLocations": [] } ], "dailyEvidence": [ { "day": "0", "evidenceLocations": [], "notesZh": "" }, { "day": "1-2", "evidenceLocations": [], "notesZh": "" }, { "day": "3-5", "evidenceLocations": [], "notesZh": "" }, { "day": "6", "evidenceLocations": [], "notesZh": "" }, { "day": "7", "evidenceLocations": [], "notesZh": "" } ], "recalculation": { "includedRuns": 0, "failedOrExcludedRuns": 0, "brandMentionRuns": 0, "brandMentionRunRateFormula": "brandMentionRuns / includedRuns", "targetCitationRuns": 0, "targetCitationRunRateFormula": "targetCitationRuns / includedRuns", "competitorDomainRunCoverage": [], "dashboardDifferenceNotesZh": "" }, "decision": "continue_trial", "decisionReasonZh": "" }, "nonSuccessSignalsZh": [ "抓取成功", "Sitemap 或 IndexNow 提交成功", "品牌词或 site 查询结果", "内容草稿", "时间门槛到达", "口径变化后的综合分上升" ], "relatedUrls": [ "https://course.dragonai.tech/guides/how-to-choose-geo-monitoring-tool", "https://course.dragonai.tech/guides/ai-search-citation-monitoring-method" ], "title": "GEO 监测工具 12 项验收清单与 7 天试跑表 v1", "description": "用统一查询集核验 GEO 监测工具的产品表面、原生联网、逐次证据、失败保留、引用归因、分母政策、导出复算、版本变化和合规边界。", "url": "https://course.dragonai.tech/datasets/geo-monitoring-tool-due-diligence-checklist-v1.json", "creator": "烛龙智元内容研究组" }