U.S. patent application number 10/728879 was filed with the patent office on 2005-06-02 for apparatus for and method of searching and organizing intellectual property information utilizing an ip thesaurus.
This patent application is currently assigned to Knowledge Management Objects, LLC. Invention is credited to Lee, Eugene M..
Application Number | 20050119995 10/728879 |
Document ID | / |
Family ID | 26958402 |
Filed Date | 2005-06-02 |
United States Patent
Application |
20050119995 |
Kind Code |
A1 |
Lee, Eugene M. |
June 2, 2005 |
Apparatus for and method of searching and organizing intellectual
property information utilizing an IP thesaurus
Abstract
An apparatus for and a method of searching and organizing
intellectual property (IP) is provided. In accordance with a
preferred embodiment of the invention, an apparatus (and
corresponding method) is provided for formulating and facilitating
searches for intellectual property, and organizing results of such
searches. In an exemplary embodiment, a search and organization
server is provided with one or more modules to create and process
search queries to be run on local or remote database systems. A
class search module, for example, may be provided to provide
on-line access to classification information and facilitate
searching of intellectual property using select classifications. An
IP thesaurus module may be provided for developing a list of
elements (e.g., words, textual phrases, concepts, representations,
numbers, identifications, pictures, graphics, features, etc.) found
in select intellectual property information (e.g., groupings of
patents). In accordance with an exemplary embodiment, the list of
elements may be used as an aid in learning a new technology, as a
search tool to refine search queries or criteria, as a drafting
tool to assist in the preparation of technical or legal documents
(e.g., proposals, licenses, patent applications, etc.), or any
other practical use. A field-of-search module may be provided to
creation of a field-of-search based on search information
identified from select intellectual property information.
Additional modules (e.g., search engine, workspace module, alert
generator, report generator, etc.) may be provided in the search
server to formulate, store, organize and output results achieved
through operation of the search server.
Inventors: |
Lee, Eugene M.; (McLean,
VA) |
Correspondence
Address: |
POSZ LAW GROUP, PLC
12040 SOUTH LAKES DRIVE
SUITE 101
RESTON
VA
20191
US
|
Assignee: |
Knowledge Management Objects,
LLC
Arlington
VA
|
Family ID: |
26958402 |
Appl. No.: |
10/728879 |
Filed: |
December 8, 2003 |
Related U.S. Patent Documents
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Application
Number |
Filing Date |
Patent Number |
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10728879 |
Dec 8, 2003 |
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09875943 |
Jun 8, 2001 |
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6662178 |
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60277282 |
Mar 21, 2001 |
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Current U.S.
Class: |
1/1 ;
707/999.003; 707/E17.008 |
Current CPC
Class: |
Y10S 707/925 20130101;
G06Q 10/10 20130101; Y10S 707/99931 20130101; Y10S 707/93 20130101;
Y10S 707/99933 20130101; Y10S 707/99945 20130101; G06F 16/93
20190101 |
Class at
Publication: |
707/003 |
International
Class: |
G06F 007/00 |
Claims
What is claimed is:
1. A method of developing an element list for intellectual property
information, the method comprising the steps of designating a
source grouping containing documents having intellectual property
information; and generating a list of elements found in the
documents in the source intellectual property information; and
providing at least a portion of the elements in the list as
candidate search criteria for later use in searching.
2. The method of developing an element list for intellectual
property information as recited in claim 1, further comprising the
step of selecting at least a portion of the elements as search
criteria, and searching a plurality of documents including the
documents in the source grouping based on the search criteria.
3. The method of developing an element list for intellectual
property information as recited in claim 2, wherein the source
grouping includes documents logically grouped together in a folder
for storage in a memory unit.
4. The method of developing an element list for intellectual
property information as recited in claim 2, wherein the source
grouping includes documents being commonly assigned to the same
entity.
5. The method of developing an element list for intellectual
property information as recited in claim 2, wherein the source
grouping designated in said designating step includes selected
documents commonly classified in a system maintained by the U.S.
Patent and Trademark Office.
6. The method of developing an element list for intellectual
property information as recited in claim 5, wherein the
classification system is the classification of goods and services
maintained by the U.S. Patent and Trademark Office.
7. The method of developing an element list for intellectual
property information as recited in claim 5, wherein said
designating step further comprises the step of designating the
source grouping as a field of search that includes intellectual
property information in the form of patent publications commonly
classified in select classes and subclasses, as maintained by the
U.S. Patent and Trademark Office.
8. The method of developing an element list for intellectual
property information as recited in claim 2, wherein the list of
elements generated in said generating step contains a list of words
found in the source grouping of intellectual property
information.
9. The method of developing an element list for intellectual
property information as recited in claim 2, wherein the list of
elements generated in said generating step contains a list of
concepts found in the source grouping of intellectual property
information.
10. The method of developing an element list for intellectual
property information as recited in claim 2, wherein the list of
elements generated in said generating step contains a list of
graphical elements found in the source grouping of intellectual
property information.
11. The method of developing an element list for intellectual
property information as recited in claim 1, further comprising the
steps of:1 receiving input data from a user over a network
identifying the source intellectual property information for
designation in said designating step; outputting from a server the
list generated in said generating step to the user over the
network.
12. The method of developing an element list for intellectual
property information as recited in claim 11, further comprising the
step of: retrieving the source intellectual property information
identified in said receiving step from at least one remote database
on the network.
13. The method of developing an element list for intellectual
property information as recited in claim 12, wherein the input data
received from the user in said receiving step is a list of patent
numbers identifying select patents as the source of intellectual
property information, and wherein the network is the Internet.
14. A method of utilizing an intellectual property thesaurus, the
method comprising: (a) designating a field of search based on
selection of at least one of a plurality of classifications of an
intellectual property classification system; (b) generating a list
of words found in intellectual property information classified in
the field of search designated in said designating step (a); (c)
entering search criteria utilizing keywords; and (d) determining
searchable elements related to keywords in the search criteria
based on the list of words generated in said generating step
(b).
15. The method of utilizing an intellectual property thesaurus as
recited in claim 14, wherein said generating step (b) further
comprises the step of determining a frequency of occurrence of each
listed word found in the intellectual property information
associated with the field of search.
16. The method of utilizing an intellectual property thesaurus as
recited in claim 15, further comprising the step of: (e)
displaying, in the form of a word-frequency list, the list of words
found in the intellectual property information classified in the
field of search, wherein each listed word is associated with a
corresponding frequency of occurrence of the listed word.
17. The method of utilizing an intellectual property thesaurus as
recited in claim 16 wherein said displaying step (e) comprises
simultaneous display of the search criteria during operation of
said entering step (c) and the display of the word-frequency
list.
18. The method of utilizing an intellectual property thesaurus as
recited in claim 14, wherein said entering step (c) comprises
entering keywords that formulate a search query; and wherein said
determining step (d) comprises: determining searchable elements
related to select keywords in the search query by locating words on
the list generated in said generating step (b) that are synonyms of
select keywords in the search query; and storing the synonyms thus
determined in an accrued synonym list corresponding to the select
keywords in the search query.
19. The method of utilizing an intellectual property thesaurus as
recited in claim 18, wherein said determining step (d) is
automatically performed to determine synonyms for keywords in the
search query.
20. The method of utilizing an intellectual property thesaurus as
recited in claim 18, wherein said entering step (c) further
comprises the step of automatically incorporating into the search
criteria synonyms from the accrued synonym list.
21. The method of utilizing an intellectual property thesaurus as
recited in claim 17, further comprising the step of: (f) submitting
the search criteria as a search query to the database.
22. The method of utilizing an intellectual property thesaurus as
recited in claim 21, wherein said submitting step (f) includes
transmission of the search query to a remote database over the
Internet.
23. In a search system for use in searching for intellectual
property information, the improvement comprising an article of
manufacture having stored thereon an executable program operative
to effectuate searching for intellectual property information in
connection with the search system, wherein the executable program
is executed to perform the steps of: (a) designating a source
grouping comprising at least one document having intellectual
property information; (b) generating a list of words found in the
at least one document in the intellectual property information
within the source grouping designated in said designating step (a);
and providing at least a portion of the elements in the list for
later use as search criteria.
24. The article of manufacture of claim 23, wherein the executable
program is executed to perform the additional steps of (c)
formulating search criteria utilizing input keywords; and (d)
determining searchable elements related to the input keywords in
the search criteria based on the list of words generated in said
generating step (b).
25. The article of manufacture of claim 24, wherein said
determining step (d) comprises: determining searchable elements
related to select keywords in the search criteria by locating words
on the list generated in said generating step (b) that are synonyms
of select keywords in the search criteria.
26. The article of manufacture of claim 25, wherein said
designating step (a) further comprises: receiving input signals
from a user containing a selection of at least one of a plurality
of classifications of an intellectual property classification
system; and designating the source grouping as a field of search
based on the input selection from the user.
27. The article of manufacture of claim 26, wherein the
classification system is the system used by the U.S. Patent and
Trademark Office for classification of patents, and wherein the
input signals contain a selection of a plurality of classes and
subclasses that form the source grouping.
28. The article of manufacture of claim 25, wherein the source
grouping includes selected intellectual property information stored
in a database, and wherein said generating step (b) includes the
step of retrieving the selected intellectual property information
from the database and compiling the list of words found in the
retrieved intellectual property information.
29. The article of manufacture of claim 25, wherein said
formulating step (c) automatically adds to the search criteria the
synonyms determined in said determining step (d) search criteria
utilizing input keywords.
30. The article of manufacture of claim 29, wherein the executable
program further comprises the step of: outputting the search
criteria to a user interface; and accessing at least one remote
database unit for intellectual property information corresponding
to the search criteria.
31. The article of manufacture of claim 30, wherein said outputting
step further comprises the step of simultaneously displaying a
word-frequency list and the search criteria, wherein the
word-frequency list is a list of all the words appearing in the
source grouping, together with the frequency of occurrence in the
source grouping.
Description
[0001] This application derives from and claims the benefit of U.S.
Provisional Patent Application No. 60/277,282, filed Mar. 21, 2001,
which is hereby incorporated by reference in its entirety. This is
also related to co-pending U.S. Utility patent application Ser.
Nos. 09/875,954 (Attorney Docket No. K7565.0005/P005), filed on
Jun. 8, 2001, and Ser. No. 09/875,937 (Attorney Docket No.
K7565.0007/P007), filed on Jun. 8, 2001, which are both
incorporated herein by reference in their entireties.
BACKGROUND
[0002] Intellectual property (IP) professionals such as patent
attorneys, agents, law firms, search firms, corporate IP
departments, technology transfer managers, asset-based lenders, and
the like perform laborious tasks of searching for, retrieving,
analyzing, and organizing various forms of IP, including patents,
trademarks, copyrights, and trade secrets.
[0003] Known subscription-based and non-subscription-based search
systems provide IP professionals with basic search and retrieval
functions. Database hardware and software have been developed for
access by IP professionals and other users through personal
computers, mainframes, and other processor-based devices. Users may
access and view IP information stored locally on CD-ROMs, stored on
network storage devices through a local area network, or stored on
remote database systems through one or more disparate network paths
(e.g., the Internet).
[0004] Electronic searching for intellectual property information
has effectively become the preferred searching vehicle given the
vast amount of information available, the complexity of the
information, the geographical limitations posed, and the
technically adeptness of the majority of IP professionals. The
known electronic searching systems, however, provide nothing more
than rudimentary searching functions that require the IP
professionals to formulate the content and direction of their
search strategy through previous experience or trial-and-error. The
systems are unable to facilitate or automate the creation of search
queries and criteria. Nor do the known systems provide for the
efficient retrieval, retention, and organization of IP information
sought or resulting from the searching process.
SUMMARY
[0005] An apparatus for and a method of searching and organizing
intellectual property (IP) is provided. In accordance with a
preferred embodiment of the invention, an apparatus (and
corresponding method) is provided for formulating and facilitating
searches for intellectual property, and organizing results of such
searches. In an exemplary embodiment, a search and organization
server is provided with one or more modules to create and process
search queries to be run on local or remote database systems. A
class search module, for example, may be provided to provide
on-line access to classification information and facilitate
searching of intellectual property information using select
classifications. An IP thesaurus module may be provided for
developing a list of elements (e.g., words, textual phrases,
concepts, representations, numbers, identifications, pictures,
graphics, features, etc.) found in select intellectual property
information (e.g., groupings of patents). In accordance with an
exemplary embodiment, the list of elements may be used as an aid in
learning a new technology, as a search tool to refine search
queries or criteria, as a drafting tool to assist in the
preparation of technical or legal documents (e.g., proposals,
licenses, patent applications, etc.), or any other practical use. A
field-of-search module may be provided to create a field-of-search
based on search information identified from select intellectual
property information. Additional modules (e.g., search engine,
workspace module, alert generator, report generator, etc.) may be
provided in the search server to formulate, store, organize and
output results achieved through operation of the search server.
BRIEF DESCRIPTION OF DRAWINGS
[0006] FIG. 1 illustrates a system architecture in accordance with
a preferred embodiment of the invention;
[0007] FIG. 2 illustrates a report template created in accordance
with a preferred embodiment of the invention;
[0008] FIG. 3 illustrates an exemplary method of class searching in
accordance with a preferred embodiment of the invention;
[0009] FIG. 4 illustrates an exemplary method of searching
utilizing an IP thesaurus in accordance with a preferred embodiment
of the invention; and
[0010] FIG. 5 illustrates an exemplary method of determining a
field-of-search in accordance with a preferred embodiment of the
invention.
DETAILED DESCRIPTION
[0011] Preferred embodiments and applications of the invention will
now be described. Other embodiments may be realized and structural
or logical changes may be made to the disclosed embodiments without
departing from the spirit or scope of the invention. Although the
preferred embodiments disclosed herein have been particularly
described as applied to an apparatus for (and method of) searching
and organizing intellectual property in the form of patents, it
should be readily apparent that the invention may be embodied to
implement any searching or organizing system (or method) having the
same or similar problems.
[0012] An exemplary system architecture in accordance with a
preferred embodiment of the invention is illustrated in FIG. 1. The
exemplary system architecture may be used to effectuate any one or
more aspects of the searching and organizing operations described
in (and apparent from) the specific embodiments, implementations,
and illustrations provided herein.
[0013] Some of the many system components that may be employed in
the architecture include: one or more searching and organizing
servers (symbolically depicted as "SO server 30"); one or more
database units (symbolically depicted as "database 32"); one or
more remote database or other storage units (symbolically depicted
as "database 39"); one or more networks (symbolically depicted as
"network 37"); and one or more users (symbolically depicted as
"user or user interface 35"), as will be described in more detail
below.
[0014] In accordance with a preferred embodiment, SO server 30 may
include one or more central processing units (CPUs) symbolically
represented by CPU 300 used to provide processing of input/output
data between SO server 30, user interface 35, and/or network 37,
and among the different modules (all connected together via system
bus 309) within SO server 30. CPU 300, which may be any known
processor or processor-based system, typically executes one or more
executable instructions or programs stored in the one or more
(local or remote) memory devices (or other articles of manufacture)
symbolically represented as memory module 302. Individual control
modules (e.g., search engine 304, workspace module 305, alert
generator 306, report generator 308, class search module 310, IP
thesaurus module 312, and field-of-search module 314) may be
provided to control processing of the individual searching and/or
organizing operations described in (or apparent from) the instant
disclosure, as will be described in detail below. The individual
control modules may themselves be processors or processor-based
systems executing one or more executable programs (locally or
remotely) stored in a memory component (or other article of
manufacture).
[0015] User interface 35 may include one or more display devices
(e.g., CRT, LCD, or other known displays) or other output devices
(e.g., printer, etc.), and one or more input devices (e.g.,
keyboard, mouse, stylus, touch screen interface, or other known
input mechanisms) for facilitating interaction of a user with the
system via user interface 35. As illustrated, user interface 35 may
be directly coupled to SO server 30, or indirectly coupled to SO
server 30 through one or more interfacing modules (e.g., network
server 34) and one or more direct or indirect transmission paths
(e.g., symbolically represented as "network 37").
[0016] Network 37 may take any wired/wireless form of known
connective technology (e.g., corporate or individual LAN,
enterprise WAN, intranet, Internet, Virtual Private Network (VPN),
combinations of network systems, etc.) to allow SO server 30 to
provide local/remote information and control data to/from other
locations (e.g., remote database server 38/remote database 39,
network server 34/user interface 35, etc.). In accordance with a
preferred embodiment of the invention, SO server 30 may be
implemented in stand-alone or network devices, as well as serving
one or more users over a collection of remote and disparate
networks (e.g., Internet, intranet, VPN, etc.).
[0017] In accordance with a preferred embodiment of the invention,
information related to intellectual property is stored in database
32 and/or in one or more remote database systems (e.g., database
39). (For simplicity, reference is made herein only to database 32,
although it should be readily apparent that one or more
supplementary or alternative storage devices (e.g., remote database
39) may be employed in lieu of (or in combination with database 32)
for any given implementation of the invention.) In this exemplary
embodiment, the stored intellectual property information is related
to patents, including text and images of U.S. foreign,
international, or multi-national patent publications (e.g., issued
patents or equivalents, published patent applications, statutory
invention registrations, abstracts, etc.), including Japanese,
Patent Cooperation Treaty (PCT), and European Convention patent
publications, as well as other related information (e.g., technical
publications, sequence listings, file histories, government
records, public notices, etc.) that may be associated or otherwise
pertinent to such patent publications. The different information
may be stored as a continuous set of data, segmented to form a
contiguous whole, or separated into different segments to reside in
and among one or more server databases, as well as partitioned for
storage in one or more files to achieve efficiencies in storage,
access, and processing of data.
[0018] The stored intellectual property information may be stored
in one or more database structures for use in their raw, natural,
or unmodified data states (e.g., as delivered from the data
source). In accordance with a preferred embodiment, at least some
portion of the information may be modified prior to storage in
database 32. For example, the printed patents and published
applications may be marked up using Extensible Markup Language
(XML) prior to storage in database 32. The XML-based information
can be easily transformed by the system or user into a variety of
formats, including document types such as PDF, RTF, TIF, HTML, as
well as interfaces understood by diverse components such as
wireless and handheld devices.
[0019] Search engine 304 is provided (alone or in conjunction with
other modules) to control the search and retrieval of intellectual
property information stored in database 32 based on search criteria
or queries formulated in SO server 30 (e.g., by modules 310, 312,
314, etc.) and/or by user 35. Search engine 304 may provide
text-based, graphics-based, code-based, or other search/query
mechanisms to produce search results to be viewed, accessed, or
otherwise output from SO server 30 (e.g., to user 35). In an
exemplary embodiment, for example, search engine 304 performs
searches based on input data such as: identification numbers (e.g.,
patent number); keywords; text or graphics in select fields (e.g.,
different segments or information fields of documents such as
Publication Number, Publication Date, Title, Inventor, Assignee,
Application Number, Filing Date, Related Data, Priority Data,
International Classification, U.S. Classification, Cross-Reference
Classification, Field of Search, References Cited, Forward
References Citing Document, Examiner, Agent, Abstract, Background,
Field of Invention, Summary, Brief Description of Drawings,
Detailed Description, claims, Drawings, etc.); Boolean logic
characters, or other search criteria (e.g., date restrictions,
etc.).
[0020] Results of the search or query are compiled for storage,
display, or other output (e.g., to user 35). The results may
include a list of intellectual property (e.g., issued patents) or
other information corresponding to the search criteria or query
developed by (or input to) SO server 30. The information listed may
link to underlying data (e.g., patent images, text, etc.) stored
locally or remotely in database 32, may be links to resources on
remote storage systems (e.g., U.S. Patent and Trademark Office
database, Web site of commercial database provider, etc.)
accessible over an external network (e.g., network 37), or may be
other links or data identifying a location or resource (on or
off-line) of information (e.g., name of printed publication,
name/address of publisher, or identity of thesis cataloged in
library, etc.) corresponding to the search criteria or query.
Search engine 304 is programmed to permit editing or refinement of
the search criteria or query to perform additional searches on
different data sets or the data set produced from the initial
search results.
[0021] SO server 30 makes the search results (and any available
underlying documents listed) available for viewing or other output
(e.g., print, e-mail, fax, etc.) by user 35 (or other systems). In
a preferred embodiment, the search results are presented as an
ordered list. The search results may be ordered, sorted, and
reordered in accordance with one or more known order preferences
set by a user (e.g., date, alphabetical by title, inventor,
assignee, relevancy, weighted relevancy, scoring formula,
etc.).
[0022] In accordance with a preferred embodiment, the resulting
information (i.e., results and/or available underlying documents)
may be downloaded in one or more textual/graphical formats (e.g.,
RTF, PDF, TIFF, etc.), or set for alternative delivery to one or
more specified locations (e.g., via e-mail, fax, regular mail,
courier, etc.) in any desired format (e.g., print, storage on
electronic media such as CD-ROM, etc.). SO server 30 is programmed
to allow users, that are viewing the search results and underlying
documents on user interface 35, to view one or more documents on
the same display, as well as view one or more portions or segments
or information fields of different documents (e.g., abstract,
drawings, claims, etc.) simultaneously so as to facilitate analysis
of the search results.
[0023] In accordance with a preferred embodiment, the individual
items or documents listed in the search results, as well as the
underlying documents themselves, may include one or more specific
references, data fields, links, or other indications of subsequent
history of the item or document. The subsequent history information
when used in connection with patent information, for example, may
refer to the existence of pending or completed reexamination,
reissue, opposition, arbitration, litigation, or other proceedings.
Where documentation of the subsequent history (e.g., reexamination
certificate, file history, complaint, notice, etc.) is available
(e.g., from database 32, remote database 39, etc.), links or other
identification of the resource location of the documentation may be
included in the subsequent history information to allow the
documentation to be easily accessed, retrieved, and/or output for
use (e.g., viewing, printing, etc.) by user 35 or the like. The
subsequent history information may be acquired by (or provided to)
SO server 30 periodically (e.g., during database updates) for
inclusion (e.g., in a subsequent history data field, etc.) with
respective items or documents within the data domain of SO server
30.
[0024] A specialized subsequent history field that may be included
is referred to herein as a "Forward Reference" field that is
associated with an underlying item or document. The Forward
Reference field provides information regarding subsequent items or
documents (e.g., patents, publications, notices, etc.) that have
cited or otherwise made reference to the underlying item or
document.
[0025] Search results, the underlying documents listed in the
search results, as well as the search criteria itself may be saved
(in local or remote memory units). In a preferred embodiment, users
are provided with dedicated workspace areas in which to save, edit
and organize saved search results, resulting documents, and search
criteria. Workspace module 305 is provided (alone or in conjunction
with other modules) to facilitate and control use of the workspace
areas by individuals or groups of individuals. Workspace module 305
permits the creation and naming of portfolios or other folder
mechanisms that may be useful in the retention and organization of
the saved information. Select documents, search results, and search
criteria may be moved into different folders for storage and
organization purposes. The folders may be organized into different
hierarchical arrangements where desired. Users are permitted to
annotate individual documents, search results, criteria, as well as
folders with notes, comments, and identification data for their own
use or group usage. The annotations may themselves include the
introduction, importation or link (e.g., URLs) to a variety of
information, including documents, images, video, multimedia
content, and other data available or stored locally or remotely
through the network.
[0026] Alert generator 306 may be used (alone or in conjunction
with other modules) to access saved searches (stored in either a
user's workspace, or in any other memory unit) and automatically
update the searches upon a lapse of a predetermined period (e.g.,
daily, weekly, monthly, etc.), or upon occurrence of a
predetermined event (e.g., database update, etc.). A user
requesting that a saved search be automatically updated, can
specify how the user is to be alerted of any changes in the search
results. Alert generator 306, for example, can be programmed to
provide an alert (e.g., containing the new search results) to a
user by sending an email message, voice mail message, pager
message, facsimile message, regular mail message, or other
mechanism (or combination of such mechanisms) specified by the
user. The update search can be performed on only portions (e.g.,
updated data) of the database or the entire database.
[0027] Report generator 308 may be provided for use (alone or in
conjunction with other modules) in providing reports identifying
search criteria, search results, or other pertinent information as
customized by a user. Report generator 308, for example, may be
programmed to allow users to create and store templates or other
forms to be populated during report generation. Reports may then be
generated manually or automatically from selected data sets (e.g.,
identified search results, select documents, etc.), or from
contents of one or more workspace folders. Portfolios in a user's
workspace storing intellectual property of a given company, for
example, can be used to generate reports of the company holdings
using a customized template.
[0028] The template may include any textual or graphical content
stored or otherwise referenced in the portfolio (or in any other
local or remote memory unit) for retrieval and placement in the
report as dictated by the customized template. In an exemplary
embodiment illustrated in FIG. 2, a company logo 20, is retrieved
from storage (e.g., in the portfolio folder, database 32, remote
database 39, etc.) and positioned in the upper left-hand corner of
the report, as dictated by the template. In this exemplary
embodiment, the intellectual property information stored in the
portfolio pertains to the company patent holdings, and the template
has been customized to include only specific portions of each
patent. Thus, for each patent stored or otherwise referenced in the
workspace portfolio, the patent title 21, docket number 22,
inventor name 23, drawing FIG. 24, filing data 25, and abstract 26
are printed in their respective positions as dictated by the
customized template.
[0029] In accordance with a preferred embodiment of the invention,
class search module 310 (FIG. 1) is provided to implement (alone or
in conjunction with other nodules) a search system for use with one
or more classification systems (e.g., U.S. Patent and Trademark
Office classification of patents, classification of goods and
services for trademarks, U.S. Copyright Office classification of
copyrighted works, etc.). During a user search, class search module
310 is programmed to gain access to underlying data of a
classification system from database 32 (and/or any other accessible
remote system having some or all of the underlying data). Class
search module 310 may output the underlying data, for example, as a
display on user interface 35. In an exemplary embodiment, the
underlying data may be displayed as an on-line classification index
for on-line access to a list of subject headings referring to
specific classifications made in the classification system. The
display may further include an on-line classification manual for
on-line access to a list of class titles in the classification
system, as well as on-line classification definitions for on-line
access to explanations and illustrations of subject matter
classified in each classification.
[0030] In accordance with a preferred embodiment, class search
module 310 is programmed to effectuate the operational steps
illustrated in FIG. 3 and described below. A user performing a
desired search is given access to and able to review the different
subject headings, titles, and definitions in the classification
system to locate and select the most pertinent classifications
(step 502). Class search module 310 receives input data from user
interface 35 regarding one or more classifications selected by the
user. The classifications selected may be implemented in a variety
of forms. The classifications may include, for example, "current
classification," "current cross-reference classification,"
respectively directed to the current primary and secondary
classifications (e.g., class.backslash.subclass) assigned to
intellectual property information to be searched, as well as the
"former," "original," or other classification and cross-reference
classification data of the information (e.g., at time of
publication of the information). The different forms of
classification data available (e.g., "classification,"
"cross-reference classification," etc.) may be selected
individually, in combinations, or all at once, as desired by a
user.
[0031] The selected classifications are used to define search
criteria to be used in searching database 32 for desired
intellectual property information (step 504). The search criteria
as defined is stored in a user accessible storage bank (step 506).
The search criteria stored in the storage bank may be output by
class search module 310 to be displayed, edited (e.g.,
classifications added or deleted), or further refined at user
interface 35. The stored search criteria is transmitted by class
search module 310 itself or other modules (e.g., search engine) to
database 32 for execution so as to identify any intellectual
property information corresponding to the search criteria. Any
intellectual property information corresponding to the search
criteria is retrieved (step 508) by class search module 310 (or
other modules) for subsequent processing. The search results may be
output to the user in any known fashion, including display on user
interface 35 (step 510), and stored in a user workspace, if
desired. Preferably, the search results are displayed as a list of
intellectual property information having the same or similar form
as that described above in connection with the search results
produced from search engine 304. The listed information may thus be
links to underlying intellectual property information (e.g., patent
images, text, etc.) stored locally or remotely in database 32,
links to resources on remote storage systems (e.g., U.S. Patent and
Trademark Office database, Web site of commercial database
provider, etc.) accessible over an external network (e.g., network
37), or other links or data identifying a location or resource (on
or off-line) of information (e.g., name of printed publication,
name/address of publisher, or identity of thesis cataloged in
library, etc.) corresponding to the search criteria or query.
[0032] In accordance with a preferred embodiment, class search
module 310 is programmed to display search results from individual
classifications separately, ordered in any preference designated by
the user (e.g., date, alphabetical by title, inventor, assignee,
relevancy, weighted relevancy, scoring formula, etc.). A user may
alternatively request that class search module 310 present any two
or more selected classifications as a simultaneous listing or
single grouping of search results (ordered as desired), with
removal of any duplicates arising from commonly classified
documents or information.
[0033] Class search module 310 is programmed to permit a user to
further define or otherwise edit the search criteria to refine or
limit the search results. Other search criteria or queries
performed by search engine 304 (or other modules) can be added to
the stored search criteria (or at least searched in conjunction
with the stored search criteria) to effectively narrow the focus of
the search. Class search module 310 may retrieve the additional
search criteria from stored search criteria (e.g., imported from a
user's workspace) or otherwise receive the additional search
criteria in the form of input data from user interface 35 (e.g.,
via keyboard). The additional search criteria may, for example, be
additional keywords to be searched in an entire document or in
select fields (e.g., detailed description only). Other known
limitations (e.g., date restrictions) or search elements (e.g.,
Boolean logic operators) may be added to further refine the search
criteria. The search criteria thus refined or edited may again be
transmitted (and/or stored for later transmission) to database 32
(and/or remote systems) for execution on the entire database or
only on a selected portion of the database (e.g., the previous
search results, updated portions of the database, etc.).
[0034] Select documents, search results, and/or search criteria may
be stored in a user's workspace in a manner similar to that
described above in connection with search engine 304.
[0035] In accordance with a preferred embodiment of the invention,
IP Thesaurus module 312 (FIG. 1) is provided to implement (alone or
in conjunction with other modules) a variety of functions and
operations related to the analysis and determination of elements of
select intellectual property information (e.g., patents,
trademarks, copyrights, mask works, trade secrets, etc.).
Preferably, IP Thesaurus module 312 is programmed to receive input
data or signals from a user (e.g., via user interface 35)
identifying select intellectual property information to form or
otherwise be designated as a source collection or grouping
(hereinafter "source grouping") of intellectual property
information. In accordance with a preferred embodiment, IP
Thesaurus module 312 (directly, or indirectly) effectuates the
retrieval and collection of the source grouping of intellectual
property information into a memory unit (e.g., memory 302) that is
accessible by IP Thesaurus module 312 (and/or SO server 30).
[0036] In accordance with a preferred embodiment, the select
intellectual property information input by the user may be
individual intellectual property (e.g., patents) identified by
native indicia (e.g., list of patents identified by patent number,
common assignee, date categories, etc.). The select intellectual
property information may also be pre-existing groupings such as
intellectual property information previously identified in logical
organizational constructs (e.g., folders in the user's workspace,
saved search results, etc.) stored in a memory unit or system
(e.g., memory unit 302, database 32, remote memory storage through
network 37, etc.). IP Thesaurus module 312 thus may be programmed
to receive input data from the user merely providing the identity
or location of the underlying information (or even the underlying
information itself) to facilitate retrieval and/or access to the
select information.
[0037] In accordance with one commercial embodiment, for example,
IP Thesaurus module 312 may be used in connection with an
established classification system such as the classification system
maintained by the U.S. Patent and Trademark Office for patent
publications for searching patents, or the classification system
for goods/services for searching trademarks. The source grouping,
thus, in this exemplary embodiment may represent a field of search
(e.g., patent search classes, subclasses, enumerated digests, etc.)
of interest to the user.
[0038] Once the source grouping is retrieved (or at least
accessible) for use by IP Thesaurus module 312, a review of the
select intellectual property information in the source grouping is
made (e.g., by IP Thesaurus module 312 itself or by/with other
modules) to ascertain the different elements (e.g., words, textual
phrases, concepts, representations, numbers, identifications,
pictures, graphics, features, etc.) found in the source grouping,
and generate a list thereof. Where desired, the list thus generated
may be stored for later use or immediately output to the user
(e.g., via network 37 to user interface 35) for viewing, display or
other use by the user (e.g., storing in a local/remote memory unit,
printing, forwarding, etc.). Additional data related to the
different elements derived from the source grouping may be
statistically analyzed by IP Thesaurus module 312 (itself or
by/with other modules) to produce useful information such as the
frequency of occurrence of the different elements in the source
grouping, as well as other information (e.g., frequency of
occurrence in individual or subsets of documents, frequency of
occurrence in segments or information fields of documents,
associative relationships or patterns formed among different
elements, etc.). The statistical data may be presented to the user,
together with the list of elements derived. A list such as a
word-frequency list, for example, may be created and displayed on a
user interface: the list may present all of the different words
found in a given source grouping, along with the frequency of
occurrence of each listed word in the source grouping.
[0039] A user presented with a word-frequency list (or other
useable output) from IP Thesaurus module 312 may use the list as an
aid in learning a new technology, as a search tool to refine search
queries or criteria, as a drafting tool to assist in the
preparation of technical or legal documents (e.g., proposals,
licenses, patent applications, etc.), or any other practical use.
The outputs (e.g., lists of elements) from IP Thesaurus module 312
may be saved (locally, remotely, etc.) for subsequent use by one or
more users.
[0040] In accordance with a preferred embodiment of the invention,
individual elements (e.g., words, concepts, phrases, etc.) may be
selected by one or more users at various times of use for storage
in a master collection. Such a master collection facilitates the
creation of dynamically evolving associative dictionaries,
glossaries, thesauruses, or other knowledge bases of elements for
intellectual property information, where individual elements (e.g.,
words) may be associated or otherwise linked with one or more
related elements (e.g., synonyms, antonyms, homonyms, like
structures, analogous patterns, pictures, concepts, phrases,
meanings, etc.) derived from use of the IP Thesaurus module 312 on
various source groupings.
[0041] A method derived from the use of the exemplary commercial
embodiment described above is illustrated in FIG. 4. In accordance
with this exemplary embodiment, a user (in step 602) selects one or
more classifications (e.g., patent classes, subclasses, enumerated
digests, etc.) to select desired intellectual property information
(e.g., patent publications classified in the selected
classes/subclasses) for review. The input signals received by IP
Thesaurus module 312 (or other modules or systems implementing the
method) designate the source grouping for retrieval (if necessary),
access, and analysis to generate a list of words (or other
elements) found in the selected information constituting the source
grouping (step 604).
[0042] As used in a search system, input keywords (or other
elements) are input or otherwise entered to form a search query or
criteria (step 606). Preferably, the list of words (or other
elements) is output for display simultaneously (or within access)
with the display of the search criteria entered. Where a
word-frequency list (or other statistically relevant information)
is displayed with the search criteria, a user may determine that
individual words (or other elements) on the list are synonyms (or
otherwise related searchable elements) to keywords entered in the
search criteria (step 608). The synonyms thus determined may be
added manually (or automatically) to the search criteria to
increase the robustness of any search employing the search
criteria. The synonyms may be separately stored in an accrued
synonym list as associated with one or more terms (or elements).
The accrued synonym list can be added to or function as a
dictionary, glossary, IP Thesaurus, or other authoring/analysis
tool that can be displayed or accessed by a user during formation
of search queries or criteria, or other uses.
[0043] A check to determine whether additional keywords are to be
entered (step 609) is made, and the process repeated with any
additional entered keywords (return to step 606). If no other
keywords are to be entered, the keyword search query or criteria is
sent (step 610) for output to one or more databases for execution
(e.g., database 32, database 39, etc.).
[0044] Any number of uses may be made of the IP Thesaurus described
herein. In accordance with a preferred embodiment, for example, IP
Thesaurus module 312 (alone or in conjunction with other modules)
may be programmed to formulate one or more libraries of IP
Thesauruses so as to provide a host of different categories or
classifications of different IP Thesauruses (or other lists or
storage of different elements derived in the manner described
above). The categories for the IP Thesauruses may be defined in any
known manner (e.g., design or industry specific, devoted to
different technical aspects, or other criteria). The library may
include an IP Thesaurus for general mechanical terminology, for
example, having as its components (or associatively related
members) IP Thesauruses devoted to automobile engines in general
with subcomponent lists (or thesauruses) for European engines and
American engines. The IP Thesauruses may similarly be adapted to
include (or dedicated for use with) foreign language terms found in
selected intellectual property information. IP Thesaurus module 312
thus may be programmed to ascertain different foreign language
elements (e.g., words, concepts, symbols, writings, etc.) for
inclusion in one or more knowledge bases (e.g., thesauruses) of
elements for intellectual property information.
[0045] In accordance with a preferred embodiment of the invention,
Field-of-Search Module 314 (FIG. 1) is provided to implement (alone
or in conjunction with other modules) a variety of functions and
operations related to the determination of a field-of-search based
on select intellectual property information (e.g., patents,
trademarks, copyrights, mask works, trade secrets, etc.).
Preferably, Field-of-Search Module 314 is programmed to receive
input data or signals from a user (e.g., via user interface 35)
identifying select intellectual property information to form or
otherwise be designated as a source grouping of intellectual
property information. In accordance with a preferred embodiment,
Field-of-Search Module 314 (directly, or indirectly) effectuates
the retrieval and collection of the source grouping of intellectual
property information in the same or similar manner as that
described above in connection with IP Thesaurus Module 312. Indeed,
the same module(s) (e.g., IP Thesaurus Module 312, Field-of-Search
Module 314, Search Engine 304, SO server 30, etc.) may be employed
to produce the source grouping for either (or any disclosed)
operation, and the same source grouping information may be used
(simultaneously, subsequently, or periodically) by or with the
various modules and devices disclosed herein. For this reason, no
further detailed description of the selection, retrieval, access or
other processing (e.g., use of Field-of-Search Module 314 in
conjunction with a classification system) of a source grouping is
needed.
[0046] Once the source grouping is retrieved (or at least
accessible) for use by Field-of-Search Module 314, a review of the
select intellectual property information in the source grouping is
made (e.g., by Field-of-Search Module 314 itself or by/with other
modules) to ascertain the different elements (e.g., words, textual
phrases, concepts, representations, numbers, identifications,
pictures, graphics, features, etc.) found in the source grouping,
and generate a list thereof that will constitute search
information. Where desired, the list thus generated may be stored
for later use or immediately output to the user (e.g. via network
37 to user interface 35) for viewing, display or other use by the
user (e.g., storing in a local/remote memory unit, printing,
forwarding, etc.). Additional data related to the different
elements derived from the source grouping may be statistically
analyzed by Field-of-Search Module 314 (itself or by/with other
modules) to produce useful information such as the frequency of
occurrence of the different elements or search information in the
source grouping, as well as other information (e.g., frequency of
occurrence in individual or subsets of documents, frequency of
occurrence in segments or information fields of documents,
associative relationships or patterns formed among different
elements, etc.).
[0047] A user presented with a list of such search information (or
other useable output) from Field-of-Search Module 314 may use the
list as an aid in determining, preparing, formulating, or otherwise
creating a field-of-search (or any other practical use). The
outputs (e.g., lists of elements) from Field-of-Search Module 314
may be saved (locally, remotely, etc.) for subsequent use by one or
more users. Field-of-Search Module 314 (and/or other modules) may
be used to automatically determine or suggest a field-of-search
based on the search information identified from one or more source
groupings. Field-of-Search Module 314, for example, may be
programmed to determine the frequency of occurrence or appearance
of search information (e.g., classes and subclasses) found in
select information fields (e.g., Field-of-Search, U.S.
Classification, U.S. Cross-Reference Classification, References
Cited, Forward Reference fields, etc.) of the intellectual property
information in the source grouping. Based on the total frequency
value of appearance of certain search information found in the
source grouping being greater than a predetermined value,
Field-of-Search Module 314 may automatically (or manually) create,
add, or suggest such search information (e.g., classes and
subclasses) for a field-of-search.
[0048] In accordance with an exemplary embodiment, one or more
individual elements (e.g., words, concepts, phrases, etc.) may be
selected from search information identified from a source grouping
and used to indirectly ascertain a field-of-search. Field-of-Search
Module 314, for example, may be programmed to access (alone or in
conjunction with other modules) a local or remote database (or
other system) containing information on the categories of
classification in a given classification system. In an exemplary
commercial embodiment, Field-of-Search Module 314 accesses a
classification database (or other system) containing classification
information in the form of the classification index, classification
manual, and classification definitions for the U.S. Patent and
Trademark Office classification system used to classify patents.
Once accessed, Field-of-Search Module 314 can search for or
otherwise associate the search information selected (e.g., words,
concepts, phrases, etc.) with the classification information in the
classification database to produce enumerated classifications
(e.g., classes, subclasses, digests, etc.) that may correspond to
the selected search information. Field-of-Search Module 314 may
then utilize the enumerated classifications to create, add, or
suggest a field-of-search, in the manner described above.
[0049] One method that may be derived from the use of the
embodiments described above is illustrated in FIG. 5. In accordance
with this exemplary embodiment, a user (in step 702) selects one or
more source groupings of intellectual property information (e.g.,
underlying intellectual property such as patents, trademarks,
copyrights, mask works, trade secrets, etc.; lists of intellectual
property such as search results; enumerated classifications of
intellectual property such as patent classes/subclasses, etc.) to
be sampled or otherwise used as a basis for determining a
field-of-search that may be helpful to the user (e.g., in
conducting a subsequent search for intellectual property). Based on
the input signals received by Field-of-Search Module 314 (or other
modules or systems implementing the method) selecting the source
grouping, the selected source grouping is retrieved (if necessary),
accessed, and analyzed for elements (e.g., numbers,
classifications, words, concepts, phrases, etc.) in one or more
informational fields of the intellectual property information
constituting the source grouping (step 704). The elements detected
or otherwise found in the informational fields are identified as
search information (step 706). The search information may be
displayed or otherwise output for viewing by the user to assist in
the creation of a field-of-search (step 708). Where desired, the
search information may be statistically analyzed for use in
automatically generating, adding, or suggesting a field-of-search.
As illustrated in FIG. 5, for example, search information that has
a frequency of appearance in the selected source grouping that is
greater than a predetermined frequency value may be automatically
added to the field-of-search created (step 709). As used in a
search system, as one example, the field-of-search thus created can
form (or be part of) a search query or criteria to be executed by a
local or remote database.
[0050] While preferred embodiments of the invention have been
described and illustrated, it should be apparent that many
modifications to the embodiments and implementations of the
invention can be made without departing from the spirit or scope of
the invention. For example, although the specific illustrations
provided herein have pertained to intellectual property in the form
of patents, it should be apparent to those of ordinary skill in the
art that the invention may similarly be employed to store, search
and organize information related to any form or combination of
intellectual property (e.g., trademarks, copyrights, mask works,
trade secrets, or other equivalent or related intellectual property
such as certificates, registrations, etc.). While a client-server
architecture has been specifically illustrated herein, the
invention may easily be deployed in any form of network or
communication technology. While the illustrated embodiments have
not specified the type of communication medium (or protocol) used
to connect the various modules (e.g., shown in FIG. 1), it should
be apparent that any known wired/wireless technology may be used to
implement the invention (e.g., Internet, intranets, private
bulletin boards, individual local or wide area networks,
proprietary chat rooms, ICQ, IRC channels, instant messaging
systems, WAP, bluetooth, etc.) using real-time or non-real-time
systems alone or in combination. The embodiments described in (or
apparent from) the instant disclosure may be employed in standalone
(or network linked) systems. The embodiments may similarly be
implemented in other known systems and platforms (e.g., personal
computer, Internet-based devices, PDAs, portable or hand-held
electronic devices, etc.).
[0051] In accordance with a preferred embodiment, one or more user
interfaces (e.g., user interface 15 (FIG. 1)) are provided as part
of (or in conjunction with) the illustrated systems to permit users
to interact with the systems. User interface devices may be any
device used to input and/or output information. The user interface
device may be implemented as a graphical user interface (GUI)
containing a display or the like, or may be a link to other user
input/output devices known in the art. Individual ones of a
plurality of devices (e.g., network/stand-alone computers, personal
digital assistants (PDAs), WebTV (or other Internet-only)
terminals, set-top boxes, cellular/PCS phones, screenphones,
pagers, kiosks, or other known (wired or wireless) communication
devices, etc.) may similarly be used to execute one or more
computer programs (e.g., universal Internet browser programs,
dedicated interface programs, etc.) to allow users to interface
with the systems in the manner described.
[0052] The modules described herein, particularly those illustrated
or inherent in the instant disclosure, may be one or more hardware,
software, or hybrid components residing in (or distributed among)
one or more local or remote computer systems. Although the modules
may be shown or described herein as physically separated components
(e.g., search engine 304, workspace module 305, alert generator
306, etc.), it should be readily apparent that the modules as
described herein may be merely logical constructs that are
implemented as physical components combined or further separated
into a variety of different components, sharing different resources
(including processing units, memory, clock devices, software
routines, etc.) as required for the particular implementation of
the embodiments disclosed herein. Indeed, even a single general
purpose computer (or other processor-controlled device) executing a
program stored on an article of manufacture (e.g., recording medium
or other memory units) to produce the functionality referred to
herein may be utilized to implement the illustrated
embodiments.
[0053] In addition, memory or database units described herein may
be any one or more of the known storage devices or systems (e.g.,
Random Access Memory (RAM), Read Only Memory (ROM), hard disk drive
(HDD), floppy drive, zip drive, compact disk-ROM, DVD, bubble
memory, redundant array of independent disks (RAID), network
accessible storage (NAS) systems, storage area network (SAN)
systems, etc.), may also be one or more memory devices embedded
within a CPU, or shared with one or more of the other components,
and may be deployed locally or remotely relative to one or more
components interacting with the memory or database units.
[0054] The illustrated embodiments have been described herein in
connection with search systems and processes involving search
criteria formulated from specific terms or textual phrases. It
should be readily apparent, however, that the search criteria
formulated may be implemented in any fashion known to those of
ordinary skill in the art. The search criteria, for example, may be
formulated as graphical or conceptual search criteria that allows
for graphics-based or concept based searches of intellectual
property information as used by the different embodiments of the
invention (e.g., Class Search, IP Thesaurus, Field-of-Search
Determination, etc.). Although not specifically mentioned, it
should be readily apparent that search engine 304 (and other
modules) described herein as accessing database 32 (or other remote
database systems) may further include or be used in conjunction
with search technology (e.g., spiders, worms, bots, or other known
devices) used to access information in remote database systems (or
other memory unit) over any internal or external network (e.g., the
Internet) to perform the various functions of retrieving,
accessing, searching, etc. for stored information.
[0055] The illustrated embodiments have further been described in
connection with user 35. It should be readily apparent that a
"user" of the various aspects of the inventive systems or methods
disclosed herein may be individuals, entities, devices, as well as
peer/non-peer systems or technologies, and modules within the same
device (e.g., SO server 30) or system without departing from the
scope of the invention. The use of the "intellectual property
information" and "source groupings" in the various embodiments
described herein should be readily construed to include the
underlying information constituting intellectual property
information (e.g., patents, publications, etc.), as well as the
numerical, textual, graphical or other indicia identifying the
intellectual property information itself, or such indicia
identifying the location where such intellectual property
information may be retrieved, stored, accessed, located or
otherwise found.
[0056] Accordingly, the invention is not to be limited by the
foregoing description or drawings, and only by the claims appended
hereto.
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