US7401087B2
Expired / Lapsed
US
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System and method for implementing a knowledge management system
Assignee: Avolin LLC
•
Filing: 2003-07-01
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Granted: 2008-07-15
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Expires: 2023-07-01
Abstract
Abstract A method and system organize and retrieve information using taxonomies, a document classifier, and an autocontextualizer. Documents (or other knowledge containers) in an organization and retrieval subsystem may be manually or automatically classified into taxonomies. Documents are transformed from clear text into a structured record. Automatically constructed indexes help identify when the structured record is an appropriate response to a query. An automatic term extractor creates a list of terms indicative of the documents' subject matter. A subject matter expert identifies the terms relevant to the taxonomies. A term analysis system assigns the relevant terms to one or more taxonomies, and a suitable algorithm is then used to determine the relatedness between each list of terms and its associated taxonomy. The system then clusters documents for each taxonomy in accordance with the weights ascribed to the terms in the taxonomy's list and a directed acyclic graph (DAG) structure is created.
Inventors
- 👤 Max Copperman
- 👤 Mark Angel
- 👤 Jeffrey H. Rudy
- 👤 Scott B. Huffman
- 👤 David B. Kay
- 👤 Raya Fratkina
Bibliographic Details
Application Number
—
Jurisdiction
US
Data Source
google_patents
Last Synchronized
2026-10-26 08:33
CPC Classifications
G; G06; G06F; G06F16/00; G06F16/30; G06F16/36; G06F16/367; G06F16/31; G06F16/313; G06F16/33; G06F16/3331; G06F16/3332; G06F16/3338; G06F16/35; G06F16/353; Y; Y10; Y10S; Y10S707/00; Y10S707/99941; Y10S707/99942; Y10S707/99943; Y10S707/99944; Y10S707/99945; Y10S707/99948
Claims Analysis
Total Claims: 61
Claim 1
Independent Claim
210 words
A method of processing a query to identify a particular knowledge container, associated with a knowledge map, that is relevant to the query, wherein the knowledge map includes at least one taxonomy representing a discrete perspective of a knowledge domain, wherein the at least one taxonomy is organized into a group of nodes, the nodes representing conceptual areas within the discrete perspective, and wherein the nodes have an indication of knowledge, including the particular content associated therewith, said method comprising the steps of: (a) processing at least one of (i) the query to identify nodes of the taxonomies within the knowledge map that are potentially relevant conceptual areas; and (ii) information about a user to identify nodes in the taxonomy that represent conceptual areas previously indicated to be of interest to the user; (b) identifying knowledge map regions surrounding at least one of the identified nodes; (c) performing a content-based retrieval over the knowledge containers associated with the nodes in each identified region, to retrieve an ordered list of potentially relevant knowledge containers, where each retrieved knowledge container is assigned a numerical relevance score representing a quality of association between the retrieved knowledge container and the query; and (d) returning as a result the ordered list of the knowledge containers.
Claim 2
Independent Claim
210 words
A method of processing a query to identify a particular knowledge container, associated with a knowledge map, that is relevant to the query, wherein the knowledge map includes at least one taxonomy representing a discrete perspective of a knowledge domain, wherein the at least one taxonomy is organized into a group of nodes, the nodes representing conceptual areas within the discrete perspective, and wherein the nodes have an indication of knowledge, including the particular content associated therewith, said method comprising the steps of: (a) processing at least one of (i) the query to identify nodes of the taxonomies within the knowledge map that are potentially relevant conceptual areas; and (ii) information about a user to identify nodes in the taxonomy that represent conceptual areas previously indicated to be of interest to the user; (b) identifying knowledge map regions surrounding at least one of the identified nodes; (c) performing a content-based retrieval over the knowledge containers associated with the nodes in each identified region, to retrieve an ordered list of potentially relevant knowledge containers, where each retrieved knowledge container is assigned a numerical relevance score representing a quality of association between the retrieved knowledge container and the query; and (d) returning as a result the ordered list of the knowledge containers.
Claim 3
Dependent Claim
20 words
The method of claim 1 , further including the step of returning the potentially relevant nodes and knowledge map regions.
Claim 4
Dependent Claim
30 words
The method of claim 1 , wherein the content based retrieval step operates upon one content-based search engine index for all knowledge containers associated with nodes of the knowledge map.
Claim 5
Dependent Claim
44 words
The method of claim 1 , in which the content-based retrieval step operates on at least one distinct content-based search engine index per region, where each index indexes or points to a subset of the knowledge containers associated with nodes of the knowledge map.
Claim 6
Dependent Claim
41 words
The method of claim 1 , wherein the content-based retrieval step is performed over a group of indexes for each knowledge map region, wherein the group of indexes for a particular region is based on indexes for nodes in that knowledge-map.
Claim 7
Dependent Claim
31 words
The method of claim 1 , wherein the query processing step further includes the step of augmenting the set of identified nodes with additional nodes as input to the query process.
Claim 8
Dependent Claim
100 words
The method of claim 1 , comprising combining the ordered lists for the identified regions into a single re-ordered list, based on calculating the quality of associations between the knowledge container in the list, the knowledge map, and the query. wherein the list combining step includes the following steps: modifying the numeric relevance scores; and combining the ordered lists into the single reordered list based on the modified relevance scores; wherein the numeric relevance score for a knowledge container in a particular knowledge map region is modified at least partially based on a quality measure for that knowledge map region.
Claim 9
Dependent Claim
31 words
The method of claim 1 , wherein the query includes taxonomic restrictions limiting the areas of the knowledge map from which a knowledge container is returned in response to the query.
Claim 10
Dependent Claim
106 words
The method of claim 1 , further including a step of processing administrative meta-data constraints to limit the knowledge containers included in the result, the administrative meta-data constraints including at least one of: names of authors of the knowledge containers; date ranges for creation date of the knowledge containers; date ranges for last modified date of the knowledge containers; date ranges for expiration date of the knowledge containers; words or phrases which must be present in the title of the knowledge containers; name of publication or source in which the knowledge containers originally appeared; and name of customers for which the knowledge containers were originally prepared.
Claim 11
Dependent Claim
43 words
The method of claim 1 , further including the following steps: receiving input from a user as to the suitability of particular portions of the returned result; modifying the query in response to the input; and repeating steps (a)–(d), using the modified query.
Claim 12
Dependent Claim
42 words
The method of claim 1 , further comprising the step of generating clarifying questions based on the nodes for potentially relevant knowledge containers, wherein the input is provided at least partially in response to answers from a user to the clarifying questions.
Claim 13
Dependent Claim
43 words
The retrieval method of claim 1 , further comprising the step of generating suggested additional terms for the query based on the nodes for potentially relevant knowledge containers, wherein the query is modified in response to a user choosing from the additional terms.
Claim 14
Dependent Claim
222 words
The retrieval method of claim 1 , further comprising the steps of: generating parameterized questions from which a user can interactively construct a taxonomic restriction to limit the areas of the knowledge map or construct a query from which result knowledge content is returned in response to the query, said parameterized questions including: a boolean taxonomy-restriction expression, where the concept nodes in the expression are replaced with variables; text of a previously composed question comprised of a plurality of text selection-list boxes for each variable within the boolean taxonomy-restriction expressiun, wherein each selection-list box holds lists of names or descriptions of concept-nodes that are potential values for the variable; said lists being assembled using the names or descriptions of concept-nodes returned by the retrieval mechanism in the previous step of the dialog, possibly augmented with other nearby concept-nodes from the same taxonomies; said selection-list boxes optionally having pre-selected as the default choice for the user the specific concept-nodes returned by the retrieval mechanism in the previous step of the dialog, such that when a user selects concept-nodes for each selection-list box within the parameterized question, the boolean taxonomy-restriction expression is instantiated by replacing each of its variables with the corresponding selection-list box selection, and the resulting taxonomic restriction is added to the user s query for the subsequent step of the dialog.
Claim 15
Dependent Claim
26 words
The method of claim 1 , wherein the knowledge container includes other intellectual content or an indication of a person who has knowledge contact is associated.
Claim 16
Dependent Claim
46 words
The retrieval method of claim 1 , wherein: some of the content associated with the nodes of the knowledge map include an indication of a user and the user's interests; and at least some of the steps of the retrieval process account for the user's interests.
Claim 17
Dependent Claim
64 words
The knowledge retrieval process of claim 1 , wherein the process is initiated from a user application, and combining the ordered lists for the identified regions into a single re-ordered list, based on calculating the quality of associations between the knowledge container in the list, the knowledge map, and the query, wherein the list combining step operates based on information about the user application.
Claim 18
Dependent Claim
65 words
The knowledge retrieval process of claim 1 , comprising combining the ordered lists for the identified regions into a single re-ordered list, based on calculating the quality of associations between the knowledge container in the list, the knowledge map, and the query, wherein the list combining step operates at least in part based on an identification of nodes of the knowledge map by a user.
Claim 19
Dependent Claim
48 words
The method of claim 1 , wherein the performing the content-based retrieval includes using a knowledge container including: an indication of an object; and at least one tag, wherein each tag associates the object to a knowledge map representation of a discrete perspective of a domain of knowledge.
Claim 20
Dependent Claim
36 words
The method of claim 18 , wherein the performing the content-based retrieval includes using a knowledge container, wherein the knowledge container is represented by a markup language such that it is displayable using template-based automated processing.
Claim 21
Dependent Claim
54 words
The method of claim 1 , comprising processing at least one tag to generate a summary of a knowledge container, comprising the steps of: generating a natural language template based on at least one tag stored inside the knowledge container; and merging content from the knowledge container and the tagged concept-nodes into the template.
Claim 22
Dependent Claim
53 words
The method of claim 1 , comprising: combining the ordered lists for the identified regions into a single re-ordered list, based on calculating the quality of associations between the knowledge container in the list, the knowledge map, and the query; and returning as a result the re-ordered list of the retrieved knowledge containers.
Claim 23
Dependent Claim
34 words
The method of claim 4 , wherein for each concept node in at least some of the taxonomies, the knowledge containers whose content is associated with those nodes are indexed by a distinct index.
Claim 24
Dependent Claim
20 words
The method of claim 4 , wherein in the subset of knowledge containers in each index have similarity of vocabulary.
Claim 25
Dependent Claim
32 words
The method of claim 4 , wherein the content-based retrieval step further includes: performing an additional search over an index for all knowledge containers associated with concept nodes in the knowledge map.
Claim 26
Dependent Claim
35 words
The retrieval method of claim 6 , wherein the method is initiated from a user application, and wherein information about the user application is provided in the form of concept nodes added to the query.
Claim 27
Dependent Claim
35 words
The method of claim 7 , wherein the quality measure for a particular knowledge-map region is derived from a quality measure for each of the potentially relevant concept nodes around which the knowledge-map region surrounds.
Claim 28
Dependent Claim
27 words
The method of claim 7 , wherein the numeric relevance score for a particular knowledge container is adjusted based on a quality measure for that knowledge container.
Claim 29
Dependent Claim
30 words
The method of claim 7 , wherein the quality measure for a particular knowledge container is based on weights of association of the knowledge container with nodes of the taxonomies.
Claim 30
Dependent Claim
35 words
The method of claim 7 , wherein the quality measure for a particular knowledge container is based at least in part by how many knowledge map regions with which the knowledge container has associated nodes.
Claim 31
Dependent Claim
47 words
The methods of claim 7 , wherein the quality measure for a particular knowledge container is dependent on a taxonomic distance between the nodes in the knowledge map with which the knowledge container is associated and nodes in the knowledge map with which the query is associated.
Claim 32
Dependent Claim
53 words
The method of claim 7 , wherein the query is a present query, and wherein the quality measure for a particular knowledge container is based at least in part on a previously-determined overall quality score for the knowledge container based on from users presented with the knowledge container in response to previous queries.
Claim 33
Dependent Claim
82 words
The method of claim 8 , wherein the taxonomic restrictions include: a) a restriction that all knowledge containers returned must be associated with nodes in a particular one or more of the taxonomies; b) a restriction that all knowledge containers returned must be associated with particular nodes; c) a restrictions that all knowledge containers returned must be associated with nodes either at or taxonomically under a particular node or nodes; and d) a boolean combination of the restrictions a), b) and c).
Claim 34
Dependent Claim
50 words
The retrieval method of claim 15 , wherein the steps that account for the user's interests include combining the ordered lists for the identified regions into a single re-ordered list, based on calculating the quality of associations between the knowledge container in the list, the knowledge map, and the query.
Claim 35
Dependent Claim
26 words
The method of claim 18 , wherein the performing the content-based retrieval includes using a knowledge container wherein the object is one of content and resources.
Claim 36
Dependent Claim
27 words
The method of claim 18 , wherein the performing the content-based retrieval includes using a knowledge container including administrative meta-data, comprised of structured information about the object.
Claim 37
Dependent Claim
27 words
The method of claim 18 , wherein the performing the content-based retrieval includes using a knowledge container wherein the indication of the object is the object itself.
Claim 38
Dependent Claim
29 words
The method of claim 18 , wherein the performing the content-based retrieval includes using a knowledge container wherein the indication of the object is a pointer to the object.
Claim 39
Dependent Claim
50 words
The method of claim 18 , wherein the performing the content-based retrieval includes using a knowledge container including: marked content that is a textual representation of the object; selective demarcation of regions of the textual representation of the object; and a plurality of indicators of the nature of the content.
Claim 40
Dependent Claim
37 words
The method of claim 18 , wherein the performing the content-based retrieval includes using a knowledge container wherein each tag includes a weight indication representing a strength of association of the knowledge container to a particular node.
Claim 41
Dependent Claim
31 words
The method of claim 18 , wherein the performing the content-based retrieval includes using a knowledge container wherein said at least one tag is associated with nodes from a single taxonomy.
Claim 42
Dependent Claim
32 words
The method of claim 18 , wherein the performing the content-based retrieval includes using a knowledge container wherein said at least one tag is associated with nodes from a plurality of taxonomies.
Claim 43
Dependent Claim
28 words
The method of claim 18 , wherein the performing the content-based retrieval includes using a knowledge container wherein the object indicates a person's interests, information needs, and entitlements.
Claim 44
Dependent Claim
31 words
The method of claim 42 , wherein the performing the content-based retrieval includes using a knowledge container, wherein the person's entitlements are represented as tags to nodes of an entitlement taxonomy.
Claim 45
Dependent Claim
46 words
The method of claim 18 , wherein the performing the content-based retrieval includes using a knowledge container, wherein the tags for the knowledge container include a weight representing: a strength of the person's interest or information need; relevancy to a question; and expertise of a provider.
Claim 46
Dependent Claim
35 words
The method of claim 18 , wherein the performing the content-based retrieval includes using a knowledge container, wherein the tags for the knowledge container associate the knowledge container with various portions of the knowledge map.
Claim 47
Dependent Claim
31 words
The method of claim 1 , comprising processing information about a user to identify nodes in the taxonomy that represent conceptual areas previously indicated to be of interest to a user.
Claim 48
Dependent Claim
33 words
The method of claim 46 , wherein the indication of the user's interests and information needs includes a query for use by a retrieval method to retrieve objects mapped to the knowledge map.
Claim 49
Dependent Claim
78 words
The method of claim 23 , wherein the subsets of knowledge containers in each index are formed by steps of: aggregating the content indicated by knowledge containers associated with each node into a single block of content; grouping the blocks together based on vocabulary occurring within the blocks, using a text clustering system; and grouping those knowledge containers whose content comprises the forming the knowledge containers from which the blocks in a group originate into a distinct subset.
Claim 50
Dependent Claim
38 words
The method of claim 26 , wherein the quality measure for a potentially relevant concept node is based on the weight value determined in the query process step when identifying a node for a potentially relevant conceptual area.
Claim 51
Dependent Claim
33 words
The method of claim 26 , wherein the quality measure for a node for a potentially relevant conceptual area is based on a weight for that node determined in the query process step.
Claim 52
Dependent Claim
38 words
The method of claim 32 , where said taxonomic restrictions further include a restriction that all knowledge containers returned must be tagged to concept-nodes either at or within a particular taxonomic distance of a particular concept-node or nodes.
Claim 53
Dependent Claim
86 words
The method of claim 32 , where said taxonomic restrictions further include: a) a restriction that all knowledge containers returned may not be associated with nodes in a particular one or more of the taxonomies; b) a restriction that all knowledge containers returned may not be associated with particular nodes; c) a restrictions that all knowledge containers returned may not be associated with nodes either at or taxonomically under a particular node or nodes; and d) a boolean combination of the restrictions a), b) and c).
Claim 54
Dependent Claim
34 words
The retrieval method of claim 33 , wherein the numerical relevance scores are modified based on a correlation between the user s interests and the nodes with which the retrieved knowledge container is associated.
Claim 55
Dependent Claim
54 words
The method of claim 35 , wherein the performing the content-based retrieval includes using a knowledge container wherein the administrative metadata contains a description of the method used to assign the knowledge container to a particular node, including: SME designation; autocontextualization; source mapping based on where the knowledge container came from; and dialog response.
Claim 56
Dependent Claim
15 words
The method of claim 51 , further including the step of constructing the taxonomic restrictions.
Claim 57
Dependent Claim
32 words
The method of claim 51 , wherein said constructing step is further comprised of the step of manually interacting with a graphical display of the knowledge map to indicate desired taxonomic restrictions.
Claim 58
Dependent Claim
21 words
The method of claim 51 , wherein the interfacing step includes the step of receiving a textual query from the user.
Claim 59
Dependent Claim
49 words
The method of claim 51 , wherein indications of knowledge experts are associated with nodes for which the conceptual areas represented by the nodes are with the expert's area of expertise, and wherein information about the experts may be included as part of the result of processing the query.
Claim 60
Dependent Claim
29 words
The retrieval method of claim 56 , wherein the process is initiated from a user application, and wherein information about the user application is provided as the taxonomic restrictions.
Claim 61
Dependent Claim
73 words
The method of claim 46 , combining the ordered lists for the identified regions into a single re-ordered list, based on calculating the quality of associations between the knowledge container in the list, the knowledge map, and the query, wherein the information about the customer is processed automatically with any action by the user, and wherein at least one portion of the knowledge container of the re-ordered list is displayed to the user.
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USPTO Annuity & Maintenance Windows
| Annuity Stage | Window Opens | Payment Deadline | Surcharge Period Until | Estimated Fee | Status |
|---|---|---|---|---|---|
| 3.5 Years (Year 4) | 2011-07-15 | 2012-01-14 | 2012-07-15 | $2000.00 | Window Closed / Lapsed |
| 7.5 Years (Year 8) | 2015-07-15 | 2016-01-14 | 2016-07-15 | $3760.00 | Window Closed / Lapsed |
| 11.5 Years (Year 12) | 2019-07-15 | 2020-01-14 | 2020-07-15 | $7700.00 | Window Closed / Lapsed |