U.S. patent application number 11/927300 was filed with the patent office on 2008-05-01 for systems and methods for matching, selecting, narrowcasting, and/or classifying based on rights management and/or other information.
This patent application is currently assigned to Intertrust Technologies Corp.. Invention is credited to Victor H. Shear, David M. Van Wie, Robert P. Weber.
Application Number | 20080103805 11/927300 |
Document ID | / |
Family ID | 27052814 |
Filed Date | 2008-05-01 |
United States Patent
Application |
20080103805 |
Kind Code |
A1 |
Shear; Victor H. ; et
al. |
May 1, 2008 |
Systems and Methods for Matching, Selecting, Narrowcasting, and/or
Classifying Based on Rights Management and/or Other Information
Abstract
Rights management information is used at least in part in a
matching, narrowcasting, classifying and/or selecting process. A
matching and classification utility system comprising a kind of
Commerce Utility System is used to perform the matching,
narrowcasting, classifying and/or selecting. The matching and
classification utility system may match, narrowcast, classify
and/or select people and/or things, non-limiting examples of which
include software objects. The Matching and Classification Utility
system may use any pre-existing classification schemes, including
at least some rights management information and/or other
qualitative and/or parameter data indicating and/or defining
classes, classification systems, class hierarchies, category
schemes, class assignments, category assignments, and/or class
membership. The Matching and Classification Utility may also use at
least some rights management information together with any
artificial intelligence, expert system, statistical, computational,
manual, or any other means to define new classes, class
hierarchies, classification systems, category schemes, and/or
assign persons, things, and/or groups of persons and/or things to
at least one class.
Inventors: |
Shear; Victor H.; (Bethesda,
MD) ; Van Wie; David M.; (Sunnyvale, CA) ;
Weber; Robert P.; (Menlo Park, CA) |
Correspondence
Address: |
FINNEGAN, HENDERSON, FARABOW, GARRETT & DUNNER;LLP
901 NEW YORK AVENUE, NW
WASHINGTON
DC
20001-4413
US
|
Assignee: |
Intertrust Technologies
Corp.
|
Family ID: |
27052814 |
Appl. No.: |
11/927300 |
Filed: |
October 29, 2007 |
Related U.S. Patent Documents
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Application
Number |
Filing Date |
Patent Number |
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11541255 |
Sep 28, 2006 |
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11927300 |
Oct 29, 2007 |
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10272911 |
Oct 18, 2002 |
7143066 |
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11541255 |
Sep 28, 2006 |
|
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|
09498369 |
Feb 4, 2000 |
7092914 |
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10272911 |
Oct 18, 2002 |
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08965185 |
Nov 6, 1997 |
6112181 |
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09498369 |
Feb 4, 2000 |
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Current U.S.
Class: |
705/1.1 |
Current CPC
Class: |
G06Q 30/00 20130101;
G06F 16/285 20190101; G06Q 20/3674 20130101; G06Q 30/0271 20130101;
G06Q 99/00 20130101; G08B 2001/085 20130101; G06Q 30/0257 20130101;
G06Q 30/06 20130101 |
Class at
Publication: |
705/001 |
International
Class: |
G06Q 99/00 20060101
G06Q099/00 |
Claims
1-3. (canceled)
4. A method comprising: receiving a first content object and
metadata from a first user; using the metadata to assign the first
content object to a first class; receiving a subscription request
from a second user, the subscription request including information
identifying one or more classes of content in which the second user
is interested; assigning the second user to a second class based at
least in part on the subscription request; selecting at least one
content object from the first class; incorporating the at least one
content object into a secure electronic container; associating one
or more controls with the secure electronic container, the controls
being configured to govern at least one aspect of access to or
other use of the at least one content object; and sending the
secure electronic container to a remote electronic appliance.
5. The method of claim 4, in which the remote electronic appliance
includes a protected processing environment and is operated by the
second user.
6. The method of claim 4, in which the metadata includes rights
management information for use, at least in part, in determining a
class of users that may access or otherwise use the first content
object.
Description
CROSS-REFERENCE TO RELATED APPLICATIONS
[0001] This is a continuation of application Ser. No. 11/541,255,
filed Sep. 28, 2006, which is a continuation of application Ser.
No. 10/272,911, filed Oct. 18, 2002, now U.S. Pat. No. 7,143,066,
which is a continuation of application Ser. No. 09/498,369, filed
Feb. 4, 2000, now U.S. Pat. No. 7,092,914, which is a continuation
of application Ser. No. 08/965,185, filed Nov. 6, 1997, now U.S.
Pat. No. 6,112,181, all of which are incorporated herein by
reference.
FIELDS OF THE INVENTIONS
[0002] The inventions relate to electronic rights and transaction
management. More particularly, the inventions relate to automated
systems, methods and techniques for efficiently matching,
selecting, narrowcasting, categorizing and/or classifying in a
distributed electronic rights and/or other event and/or transaction
management environment. For example, the inventions provide
electronic computer based systems, methods and techniques for
matching, classifying, narrowcasting, and/or selecting digital
information describing people and/or other things. This matching,
classifying, narrowcasting, and/or selecting can be based, at least
in part, on elements of rights management information and/or one or
more other categories of information--wherein such information is
used for efficient, trusted event management assuring the execution
of one or more controls related to, including, for example,
consequences of processing such digital information describing
people and/or other things. The present inventions also provide
systems and methods for efficiently determining class hierarchies,
classification schemes, categories, and/or category schemes and/or
the assignment of objects, persons and/or things to said class
hierarchies, classification schemes, categories, and/or category
schemes using at least some rights management information.
BACKGROUND AND SUMMARY OF THE INVENTIONS
[0003] The modern world gives us a tremendous variety and range of
options and choices. Cable and satellite television delivers
hundreds of different television channels each carrying a different
program. The radio dial is crowded with different radio stations
offering all kinds of music, news, talk, and anything else one may
care to listen to. The corner convenience store carries newspapers
from around the country, and a well stocked newsstand allows you to
choose between hundreds of magazines and publications about nearly
every subject you can think of. Merchandise from all corners of the
world is readily available at the shopping mall or by mail order.
You can pay by check, in cash, or using any number of different
kinds of credit cards and ATM cards.
[0004] This tremendous variety is good, but it also presents
problems. Sometimes, it is hard or inefficient for us to find what
we want and need because there are too many things to evaluate and
choose from, and they are often located in too many places. We can
waste a lot of time searching for the things we need or want at the
right price, with the rights features, and at a particular
time.
[0005] Sometimes, we never find things that satisfy what we feel we
need or want. This happens when we don't know what to look for, how
to look for it, or don't have the necessary assistance or tools to
search successfully. For example, we may not know the best way of
looking for something. Sometimes, we know what we are looking for
but can't express or articulate it in ways that help us look. And
sometimes, we don't even know what we are looking for. You may know
you need something, know its missing, but never really know how to
communicate to others what you are looking for. For example,
someone who speaks only English may never find resources using
Japanese or Spanish. In general, we often don't have the time or
resources to look for all the things that would give us the most
benefit or make us the most satisfied.
It's Hard to Find Mass Media Things You want or Need.
[0006] FIG. 1A shows, as one example, how frustrating it can be to
find anything to watch on the hundreds of television channels that
may be available. The man in FIG. 1A spends a lot of time "channel
surfing," trying to find something he is interested in watching. He
may be moderately interested in golf, but may not like the
particular golf tournament or golf players being broadcast at 7
o'clock on a particular channel. After flipping through other
channels, he might think an action movie looks interesting only to
find out after watching it for a while that he isn't really
interested in it after all. A documentary on horses also seems
interesting at first, but he finds it boring after watching it
awhile because it doesn't give him the kind of information he is
interested in. The whole process can be frustrating and he may feel
he wasted a lot of time. FIG. 1B shows the man getting so
frustrated at the wasted time and energy that he thinks that maybe
watching television is just not worth it. What the man really needs
is a powerful yet efficient way to find those things that most
satisfy his desires--that is, match his needs and/or his
interests.
Our Mail Overloads Us with Things we Don't want or Need
[0007] The same thing can happen with information sent to us in the
mail. It can be fun to receive some kinds of mail, such as personal
letters, or magazines and catalogs on topics of personal interest.
Certain other mail, such as bills, may not be fun but are usually
important. Unfortunately, our mailboxes are typically overflowing
with yet another kind of mail commonly referred to as "junk mail."
The person in FIG. 2 finds his mailbox stuffed to the overflowing
point with mail he never asked for and has absolutely no interest
in. Most of this junk mail ends up unread and in the trash.
However, it can take a long time to sort through all this mail to
be sure you are only throwing out only the junk mail and not the
good mail you are interested in or need. For example, it's
sometimes hard to distinguish credit card bills from offers for new
credit cards you don't need or want. Wouldn't it be useful if your
mail could be automatically "cleaned" of the mail you had no
interest in and you received only the mail you wanted or
needed?
[0008] Sorting through things to identify things you might want,
then selecting what you actually want, can be a frustrating and
time consuming experience. For example, it wastes the time of the
person who receives the junk mail, and it also wastes the time,
money and effort of the people who spend their money to send mail
to people hoping that they will buy their products.
[0009] As frustrating as finding and selecting may be to consumers,
they often create even greater problems for businesses and people
who want to locate or provide information, goods and services. It
is often said, that in the world of business, "Information is
Power" and "efficiency is the key to success." To find or sell the
most relevant or useful information and to provide the ability to
most efficiently allow business to operate at its best, we need
easy-to-use tools that can help us navigate, locate, and select
what matches our interests. In the modern world, it is often
difficult to find out what different people like, and to supply
people with the opportunity to select the best or most satisfying
choices.
[0010] Past attempts outside the computer world to match up people
with information, goods and/or services have had limited success.
For example, attempts to "target" mass mailings may increase the
chance that they will go to people who are interested in them, but
the entire process is still very wasteful and inefficient. It is
considered a good success rate to match the interests of only a few
percent of the recipients of "junk" mail. Telemarketing campaigns
that use the telephone to reach potential consumers can be very
expensive, very annoying to consumers who are not interested in the
products being marketed, and very costly and inefficient. A much
more ideal situation for all concerned is enabling businesses to
send information only to individual consumers likely to find the
information interesting, desirable, convincing, and/or otherwise
useful. That way, businesses save time and money and consumers
aren't unproductively hassled by information, phone calls, junk
mail, junk e-mail and the like. However, right now it is extremely
difficult to accomplish this goal, and so businesses continue to
annoy consumers while wasting their own time, money, and
effort.
Because of the Vast Amount of Information Available, Even Systems
that Provide a High Degree of Organization May be Difficult to Use
or Access
[0011] You can find yourself wasting a lot of time finding
things--even in places where finding things is supposed to be easy.
For example, a library is a place where you can find all sorts of
useful information but can also waste a lot of time trying to find
what you are looking for. Modern libraries can be huge, containing
tens or even hundreds of thousands or millions of different books,
magazines, newspapers, video tapes, audio tapes, disks, and other
publications. Most libraries have an electronic or manual card
catalog that classifies and indexes all of those books and other
materials. This classification system is useful, but it often has
significant limitations.
[0012] For example, normally a card catalog will classify materials
based only on a few characteristics (for example, general subject,
author and title). The boy in FIG. 3 is looking for information on
American League baseball teams during World War II for a high
school report. The card catalog led to the general subject of
baseball and other sports, but, looking at the catalog, he can't
identify any books that seem to provide the specific information he
wants to see, so he must rely on books classified as "histories of
sports" or "histories of baseball." He can spend lots of time
looking through the books on the shelves, going back to the card
catalog, and going back to the shelves before he finds a reference
that's reasonably helpful. He may need to go ask an expert (the
librarian) who is familiar with the books the library has on sports
and may know where to look for the information. Even then, the boy
may need to flip through many different books and magazines, and
look in many different places within the library before he finds
the information he is looking for.
Finding Products You want or Need can be Very Difficult and Time
Consuming
[0013] The same kind of frustrating experience can happen when you
shop for a particular kind of item. While some people enjoy
shopping, and have fun seeing what is in various stores, many
people dislike spending time shopping, searching for the best or
most affordable item. And sometimes even people who like to shop
don't have the time to shop for a specific item.
[0014] For example, the man in FIG. 4 goes into a shopping mall
looking for a tie to fit very tall people. He didn't wear a tie to
work that day, but, at the last minute, an important meeting was
scheduled for later that day and he needs to dress up. The shopping
mall has a large variety of stores, each selling a range of
merchandise. But the man may only have a short time to look. For
example, he may be on his lunch break, and needs to get back to
work soon. He can't spend a lot of time shopping. He may therefore
need to rely on tools to help him identify where he wants to buy
the tie. Perhaps he uses a mall directory that classifies the
different stores in terms of what kinds of merchandise they sell
(for example, clothing, books, housewares, etc.). Perhaps he asks
at the malls help desk staffed by "experts" who know what is
available in the shopping mall. But even these resources may not
tell him where to buy Italian silk ties that are discounted and
cost $20. So he does the best he can with the available
resources.
These Problems are Worse in the Digital World
[0015] The electronic or digital world offers a rapidly growing,
vast array of electronically published products and services. For
example, computer superstores have a dizzying array of different
software products. Furthermore, music is now published primarily in
digital form on optical disks, and video will soon be published
that way too. And, of particular interest related to certain of the
inventions described by this document, the Internet now has
millions of home pages with an overwhelmingly variety and quantity
of digital information, and, these millions of home pages, in turn,
point or "link" to millions of other web pages as well.
[0016] Today, for example, you can use the Internet to: [0017] read
electronic newspapers, books and magazines and see them on your
computer screen; [0018] get music in electronic form and play it
using your computer; [0019] send and receive electronic mail all
over the world; [0020] download reports and other information
compiled by governments, companies, industries, universities, and
individuals; [0021] watch videos and animations; [0022] play games
with "cyber-friends" located around the world; [0023] chat with
individuals and groups who share at least some interests in common;
[0024] participate in "virtual reality" worlds, games, and/or
experiences; [0025] (offer to) buy, and/or (offer to) sell nearly
anything; and [0026] conduct electronic transactions and
commerce.
[0027] Today on the Internet and you can also find nearly anything
and everything you can possibly imagine, although finding exactly
what you really want may be time consuming and frustrating. This is
because the Internet and World Wide Web provide perhaps the best
example of an environment that is particularly hard to navigate.
There are an overwhelming number of choices--too many to easily
relate to or understand--and many of which are terribly hard to
find, even using the various Web searching "engines." The Internet
is particularly exciting because it has the potential to provide to
nearly everyone access to nearly every kind of information.
Information can also come from an almost limitless variety of
sources. But today, so much information on the Internet is
superficial or useless, and too many choices can be more a curse
than a blessing if you don't have meaningful, easy ways to
eliminate all but a relatively few choices. And the situation will
only become much worse as more Web sites appear, and as digital
information is distributed in "objects" or "containers" providing
enhanced security and privacy but possibly more difficult access
and identifiability.
[0028] As time passes, more and more valuable and desirable
information will be available in digital containers. However,
unless tools are developed to solve the problem, there will be no
efficient or satisfying means to sort through the potentially
trillions of digital containers available on tens of millions of
Web pages, to find containers satisfying a search or fulfilling an
information need. Furthermore, existing information searching
mechanisms typically provide no way to readily perform a search
that matches against underlying commercial requirements of
providers and users.
It Will be Difficult to Find Rights Management Scenarios Matching
Your Requirements
[0029] If, for example, you have an auto repair newsletter and you
want to create an article containing information on auto repair of
Ford Bronco vehicles, you may wish to look for detailed, three
dimensional, step-by-step "blow-up" mechanical images of Ford
Bronco internal components. Perhaps these are available from
hundreds of sources (including from private individuals using new,
sophisticated rendering graphics programs, as well as from
engineering graphics firms). Given the nature of your newsletter,
you have decided that your use of such images should cost you no
more than one penny to redistribute per copy in quantities of
several thousand--this low cost being particularly important since
you will have numerous other costs per issue for acquiring rights
to other useful digital information products which you reuse and,
for example, enhance in preparing a particular issue. You therefore
wish to search and match against rights management rules associated
with such products--non-limiting examples of which include: [0030]
cost ceilings, [0031] redistribution rights (e.g., limits on the
quantity that may be redistributed), [0032] modification rights,
[0033] class related usage rights, [0034] category related usage
rights, sovereignty based licensing and taxation fees, import and
export regulations, and [0035] reporting and/or privacy rights (you
don't want to report back to the product provider the actual
identity of your end users and/or customers.
[0036] If you can't match against your commercial requirements, you
may be forced to waste enormous amounts of time sifting through all
of the available products matching Ford Bronco internal
components--or you may settle for a product that is far less than
the best available (settling on the first adequate product that you
review).
Computers Don't Necessarily Make it Easier to Find Things
[0037] Anyone who has ever used the Internet or the World Wide Web
knows that networks, computers and electronics, when used together,
do not necessarily make the overall task of finding information
easier. In fact, computers can make the process seem much worse.
Most Internet users will probably agree that trying to find things
you are interested on the Internet can be a huge time drain. And
the results can be very unsatisfactory. The rapid growth rate of
information available on the Web is continually making this process
of finding desired information even harder. You can spend many
hours looking for information on a subject that interests you. In
most cases, you will eventually find some information of value--but
even using today's advanced computer search tools and on-line
directories, it can take hours or days. With the advent of the
technology advances developed by InterTrust Technologies Corp. and
others, publishers will find it far more appealing to make their
valuable digital information assets available on-line and to allow
extractions and modifications of copyrighted materials that will
vastly expand the total number of information objects. This will
enormously worsen the problem, as the availability of valuable
information products greatly expands.
It is Usually Hard to Find Things on the Internet
[0038] There are many reasons why it is difficult to find what you
want on the Internet. One key reason is that, unlike a public
library, for example, there is no universal system to classify or
organize electronic information to provide information for matching
with what's important to the person who is searching. Unlike a
library, it is difficult on the Internet to efficiently browse over
many items since the number of possible choices may be much larger
than the number of books on a library shelves and since electronic
classification systems typically do not provide much in the way of
physical cues. For example, when browsing library shelves, the size
of a book, the number of pictures in the book, or pictures on
magazine covers may also help you find what you are interested in.
Such physical cue information may be key to identifying desired
selections from library resources. Unfortunately, most digital
experiences typically do not provide such cues without actually
loading and viewing the work in digital form.
[0039] Thus, another reason why the electronic or digital world can
make it even harder to find information than ever before has to do
with the physical format of the information. The digital
information may provide few or no outward cues or other physical
characteristics that could help you to even find out what it
is--let alone determine whether or not you are interested in it,
unless such cues are provided through special purpose informational
(for example, graphical) displays. On the Internet, everyone can be
an electronic publisher, and everyone can organize their offerings
differently--using visual cues of their own distinctive design
(e.g., location on a web page, organization by their own system for
guiding choices). As one example, one publisher might use a special
purpose graphical representation such as the video kiosk to support
an electronic video store. Other publishers may use different
graphical representations altogether.
[0040] Historically, there has been no particular need for
consistent selection standards in conventional, non-electronic
store based businesses. Indeed, it is often the unique display and
choice selection support for customers' decision processes that
make the difference between a successful store and a failure. But
in the electronic world--where your choice is not among a few
stores but rather is a choice among potentially thousands or even
millions of possibly useful web sites and truly vast numbers of
digital containers--the lack of a consistent system for describing
commercially significant variables that in the "real" world may
normally be provided by the display context and/or customized
information guidance resource (catalog book, location of goods by
size, etc.) seriously undermines the ability of digital information
consumers to identify their most desirable choices.
[0041] Adding to this absence of conventional cues, the enormity of
available choices made available in cyberspace means that the
digital information revolution, in order to be practical, must
provide profoundly more powerful tools to filter potentially
desirable opportunities from the over abundance of choices. In sum,
the absence of the ability to efficiently filter from a
dimensionally growing array of choices, can completely undermine
the value of having such a great array of choices.
[0042] In the "real" world, commercial choices are based on going
to the right "store" and using the overall arrays of available
information to identify one's selection. However, as information in
digital and electronic form becomes more and more important, the
problem of relating to the vast stores of information will become a
nightmare. For example, picture yourself in a store where each
shopping aisle is miles long, and each item on the shelf is
packaged in the same size and color container. In an actual store,
the product manufacturers put their products into brightly colored
and distinctively shaped packages to make sure the consumer can
readily find and select their product. These visual cues
distinguish, for example, between a house brand and a specific name
brand, between low fat and regular foods, and between family size
and small size containers.
[0043] On the Internet, a digital "store" is likely to be many
stores with vast resources integrating products from many parties.
If you were limited to conventional classification and matching
mechanisms, you would be unable to sift through all the material to
identify the commercially acceptable, i.e., an item representing
the right information, at the right price, providing license rights
that match your interests. Certainly, if each digital package looks
the same, you are at a loss in making reasonable decisions. You
can't tell one from another just by looking at it.
[0044] While information written on the "outside" of a digital
package may be useful, you simply don't have the time to read all
the packages, and anyway, each packager may use different words to
describe the same thing and the descriptions may be difficult to
understand. Some people may write a lot of information on the
outside of their package, and others may write little or nothing on
the outside of the package. If there is no universal system agreed
upon by everyone for defining what information should be written on
the outside of the package and how it should be formatted, using
such a store would be painfully difficult even if you could limit
the number of choices you were evaluating.
There is a Need for Efficient and Effective Selection Based, at
Least in Part, on Rights Management Information
[0045] Unlike a real store where all breakfast cereals are shelved
together and all soft drinks are in the same aisle, there may be no
single, universal way to display the organization of all of the
information in a "digital store" since, by its nature, digital
information frequently has many implications and associated rules.
For example, there now exist highly developed rights management
systems such as described in U.S. patent application Ser. No.
08/388,107 of Ginter et al., filed 13 Feb. 1995, for "Systems And
Methods For Secure Transaction Management And Electronic Rights
Protection (hereafter "Ginter et al")--the entire disclosure
(including the drawings) of which is expressly incorporated into
this application as if expressly set forth herein. Many rules
associated with any given piece of digital information may,
combinatorially, given rise to many, very different, commercial
contexts that will influence the use decisions of different
potential users in many different ways (e.g., cost, auditing,
re-use, redistribution, regulatory requirements, etc.).
[0046] No readily available systems developed for the digital
information arena provide similarly satisfying means that describe
the many commercial rules and parameters found in individual custom
catalogs, merchandise displays, product specifications, and license
agreements. Further, no readily available mechanisms allow
"surfing" across vast choice opportunities where electronic
matching can single out those few preferred items.
[0047] As one example, picking an appropriate image may involve any
or all of the following: [0048] price, [0049] republishing
(redistribution) rights, rights to extract portions, [0050]
certified usable in certain sovereignties (e.g., pornographic
content not allowed in Saudi Arabia), [0051] size, [0052] format,
etc., [0053] use and reuse administrative requirements (e.g., which
clearinghouses are acceptable to rightsholders, what is the
requirement for reporting usage information--is the name of your
customer required, or only the use class(es) or none--is
advertising embedded), and [0054] other features.
[0055] No previously readily available technology allows one to
efficiently make selections based on such criteria.
[0056] By their nature, and using the present inventions in
combination with, amongst other things, "Ginter et al", the
packages in a digital store may be "virtual" in nature--that is,
they may be all mixed up to create many, differing products that
can be displayed to a prospective customer organized in many
different ways. This display may be a "narrowcasting" to a customer
based upon his matching priorities, available digital information
resources (e.g., repository, property, etc.) and associated,
available classification information. In the absence of an
effective classification and matching system designed to handle
such information, digital information of a particular kind might be
just about anywhere in the store, and very difficult to find since
the organization of the stores digital information resources have
not been "dynamically" shaped to the matching interests of the
potential customer.
These Inventions Solve these Problems
[0057] The present inventions can help to solve these problems. It
can give you or help you to find the things you like, need or want.
For example, it can deliver to you, (including narrowcasting to
you), or help you to find: [0058] things that match your interests;
[0059] things that match your lifestyle; [0060] things that match
your habits; [0061] things that match your personality; [0062]
things you can afford and/or accept your preferred payment method;
[0063] things that help you in your work; [0064] things that help
you in your play; [0065] things that help you to help others;
[0066] things that other people who are similar to you have found
helpful, [0067] things that fulfill the commercial objective or
requirements of your business activities; and [0068] things that
will make you happy and fulfilled.
[0069] The present inventions can expand your horizons by helping
you to find interesting or important things, things that you enjoy,
things that optimize your business efficiency, and things that help
you make the best digital products or services you can--even if you
didn't know precisely what or how to look for what you may need. It
can also help you by allowing things you didn't know existed or
know enough to look for--but that you may be interested in, want or
need--to find you.
The Present Inventions can Use "Metaclasses" to Take Multiple
Classifications into Account
[0070] In some areas, multiple classifications may already exist
and thus it is important for a consumer to be able to find what he
or she is looking for while taking into account not only that there
may be multiple classifications, but also that some classifications
may be more authoritative than others. For example, Consumer
Reports may be more authoritative on certain topics than more
casual reviews published, for example, in the local weekly
newspapers.
[0071] As another example, consider a book that rates restaurants
according several factors, including, for example, quality, price,
type of food, atmosphere, and location. In some locations there may
be many guides, but they may review different sets of restaurants.
One guide may rate a particular restaurant highly while one or more
others may consider it average or even poor. Guides or other
sources of ratings, opinions, evaluations, recommendations, and/or
value may not be equally authoritative, accurate, and/or useful in
differing circumstances. One consumer may consider a guide written
by a particular renowned expert to be more authoritative, accurate,
and/or useful than a guide reflecting consumer polls or ballots.
However, another consumer may prefer the latter because the second
consumer may perceive the tastes of those contributing opinions to
be closer to his or her own tastes than those of the experts.
[0072] In accordance with the present inventions, a person may be
able to find a restaurant that meets specified criteria--for
example, the highest quality, moderately priced Cantonese and/or
Hunan Chinese food located in Boston or Atlanta--while weighting
the results of the search in favor of reviews from travel books
rather than from the local newspapers. As this example indicates,
the searching may be according to class of authoritative source
(and/or classes sources considered authoritative by the consumer)
instead of weighting individual reviewers or sources. Thus in
accordance with the present inventions, search may be performed at
least in part based on classes of classes, or "metaclasses."
The Present Inventions can Make Choices Easier
[0073] One simple way to look at some examples of the present
inventions is as a highly sensitive electronic "matchmaker" that
matches people or organizations with their best choices, or even
selects choices automatically. The present inventions can match
people and/or organizations with things and/or services, things
with other things and/or services, and/or even people with other
people. For example, the matching can be based on profiles that are
a composite of preference profiles of one or more specific users,
one or more user groups, and/or organizations--where the
contribution of any given specific profile to the composite profile
may be weighted according to the specific match circumstances such
as the type and/or purpose of a given match activity.
[0074] FIG. 5 shows a simplified example of an electronic
matchmaker that can match up two people with like interests. Sarah
loves hiking, country and western music, gardening, movies and
jogging. Mark loves movies, hiking, fast cars, country and western
music, and baseball. The electronic matchmaker can look at the
interests, personalities and/or other characteristics of these two
people and determine that they are compatible and should be
together--while maintaining, if desired, the confidentiality of
personal information. That is, unlike conventional matchmaking
services, the present inventions can keep personal information
hidden from the service provider and all other parties and perform
matching within a protected processing environment through the use
of encryption and protected processing environment-based matching
analysis.
[0075] For example, certain matching of facts that are maintained
for authenticity may be first performed to narrow the search
universe. Then, certain other matching of facts that are maintained
for secrecy can be performed. For example, matching might be based
on shared concerns such as where two parties who have a given
disability (such as cancer or HIV infection) that is certified by
an authority such as a physician who is certified to perform such
certification; or the same income level and/or bank account (as
certified by an employer and/or financial authority such as a
bank). Some or all of such secret information may or may not be
released to matched parties, as they may have authorized and/or as
may have been required by law when a match is achieved (which
itself may be automatically managed within a protected processing
environment through the use of controls contributed by a
governmental authority).
[0076] FIG. 5A shows an electronic matchmaker that matches an
electronic publisher with mystery stories for his quarterly
electronic mystery anthology, where the matching is based on price,
redistribution rights, editing rights, attribution requirements
(attributing authorship to the author), third party rating of the
writers quality, length of story, and/or the topical focus of the
story (for example). Here, rule managed business requirements of
publisher and writers are matched allowing for great efficiency in
matching, coordination of interests, and automation of electronic
business processes and value chain activities.
[0077] The convenience of the "electronic matchmaker" provided in
accordance with the present inventions extends to commerce in
physical goods as well--as illustrated in FIG. 5b. In this
non-limiting example, the electronic matchmaker is communicating to
the consumer via the Internet and World Wide Web. The matchmaker
has found the lowest quoted price for a Jeep sports utility model
given, in this one example, a multitude of factors including:
[0078] model, [0079] color, [0080] options package, [0081]
availability, and [0082] discounts resulting from the consumer's
membership in certain classes (such as membership in the American
Association of Retired Persons, membership in the American
Automobile Association, and being a graduate of Stanford
University). Membership in these associations and alumni status may
be conveyed or indicated by possession of a special electronic
document called a "digital certificate," "membership card," and/or
other digital credential that warrants or attests to some fact or
facts.
[0083] Thus, the electronic matchmaker provided in accordance with
these inventions can also match people with things. FIG. 6 shows
two people, Harry and Tim. Harry loves sports most of all, but also
wants to know a little about what is going on in the business
world. The business world is most important to Tim, but he likes to
keep up with the baseball scores. The electronic matchmaker in
accordance with these inventions can learn about what Harry and Tim
each like, and can provide information to a publisher so the
publisher can narrowcast a newspaper or other publication
customized for each of them. A newspaper company can narrowcast to
Harry lots of sports information in his newspaper, and it can
narrowcast to Tim mostly business information in his newspaper. In
another example, Harry's newspaper may be uniquely created for him,
differing from all other customized newspapers that emphasize
sports over business information. But information that Harry and
Tim respectively want to maintain as authentic or secret can be
managed as such.
[0084] The electronic matchmaker can also match things with other
things. FIG. 7 shows how the electronic matchmaker can help a
student put together a school project about big cats. The
electronic matchmaker can help the student locate and select
articles and other material about various kinds of big cats. The
electronic matchmaker can, for example, determine that different
articles about tigers, lions and cheetahs are all about big
cats--but that articles about elephants and giraffes are not about
big cats. If there is a charge for certain items, the electronic
matchmaker can find only those items that the student can afford,
and can make sure the student has the right to print pictures of
the big cats. The electronic matchmaker can help the student to
collect this information together so the student can make a
colorful poster about big cats.
[0085] The electronic matchmaker can match up all sorts of
different kinds of things. FIG. 8 shows the electronic matchmaker
looking at three different objects. The matchmaker can determine
that even though objects A and C are not identical, they are
sufficiently similar that they should be grouped together for a
certain purpose. The electronic matchmaker can determine that for
this purpose, object B is too different and should not be grouped
with objects A and C. For a different purpose, the electronic
matchmaker may determine that objects A, B and C ought to be
grouped together.
The Present Inventions can Make Use of Rights Management
Information
[0086] How does the electronic matchmaker find out the information
it needs to match or classify people and things? In accordance with
a feature provided by these inventions, the electronic matchmaker
gets information about people and things by using automated,
computerized processes. Those processes can use a special kind of
information sometimes known as rights management information.
Rights management information may include electronic rules and/or
their consequences. The electronic matchmaker can also use
information other than rights management information.
[0087] An example of rights management information includes certain
records about what a computer does and how it does it. In one
simple example, records may give permission to read a particular
news article if that the customer is willing to pay a nickel to
purchase the article and that the nickel may be paid using a budget
provided by a credit card company or with electronic cash. A
customer might, for example, seek only news articles from providers
that take electronic cash and/or process information with a certain
information clearinghouse as described in U.S. patent application
Ser. No. 08/699,712 to Shear et al., filed 12 Aug. 1996, for
"Trusted Infrastructure Support Systems, Methods And Techniques For
Secure Electronic Commerce Electronic Transactions And Rights
Management" (hereafter "Shear et al")--the entire disclosure
(including the drawings) of which is expressly incorporated into
this application as if expressly set forth herein.
The Present Inventions Can Maintain Privacy
[0088] FIG. 9 shows one way in which the electronic matchmaker can
get information about a person. In this example, the electronic
matchmaker asks Jill to fill out a computer questionnaire about
what she likes. The questionnaire can also ask Jill what
information she wishes to be maintained as authentic, and what
information (e.g., encrypted by the system) may be used for secure
matching only within a protected processing environment and can not
be released to another party, or only to certain specified parties.
The questionnaire answering process may be directly managed by a
protected processing environment to ensure integrity and secrecy,
as appropriate.
[0089] For example, the questionnaire may ask Jill whether she
likes baseball and whether she is interested in volcanoes. The
electronic matchmaker can also ask Jill if it is okay to look at
records her computer maintains about what she has used her computer
for in the past. These computer records (which the computer can
maintain securely so that no one can get to them without Jill's
permission) can keep a history of everything Jill has looked at
using her computer over the past month and/or other time
period--this process being managed, for example, through the use of
a system such as described in the "Ginter et al."
[0090] Looking at FIG. 10, Jill may have used her computer last
week to look at information about baseball, volcanoes and Jeeps.
With Jill's permission, the electronic matchmaker can employ a
protected processing environment 154 (schematically shown here as a
tamper-resistant "chip" within the computer--but it can be
hardware-based, software-based, or a combination of hardware and
software) to look at the computer's history records and use them to
help match Jill up with other kinds of things she is or may be
interested in. For example, the electronic matchmaker can let an
electronic publisher or other provider or information gatherer
(e.g., market survey conductor, etc.) know that Jill is interested
in team sports, geology and sports utility vehicles with or without
more revealing detail--as managed by Jill's choices and/or rights
management rules and controls executing in her computer's protected
processing environment 154. The provider can send information to
Jill--either automatically or at Jill's request--about other,
related things that Jill may be interested in.
[0091] FIG. 11 shows an example of how rights management and other
information Jill's computer maintains about her past usage can be
useful in matching Jill up with things she may need or want. The
computer history records can, for example, show that Jill looked at
hockey information for three hours and football information for
five hours during the past week. They can indicate that Jill uses a
Discover credit card to pay for things, usually spends less that
$10 per item, averages $40 per month in such expenses, and almost
never buys new programs for her computer.
[0092] The electronic matchmaker can, with and subject to Jill's
permission, look at and analyze this information. As one example,
the electronic matchmaker can analyze relevant rules and controls
provided by third parties who have rights in such
information--where such rules are controlled, for example, by
Jill's computer's protected processing environment 154. It can also
look at and analyze Jill's response to computer questionnaires
indicating that she likes baseball and football. The electronic
matchmaker can, based on all of this information, automatically
select and obtain videos and/or other publications for Jill about
team sports and that cost less than $10 and that accept payment
using a Discover card, so that Jill can preview and select those in
which she may have a particular interest and desire to acquire.
[0093] FIG. 12 shows that the electronic matchmaker can take into
account computer history records for lots of different people. The
electronic matchmaker can work with other rights management related
computer systems such as "usage clearinghouses" (non-limiting
examples of which are described in each of "Ginter et al" and
"Shear et al") to efficiently collect rights management related
information. The ability to collect history records from many
different people can be very useful. For example, this can allow
the electronic matchmaker to distinguish between things that are
very popular and things that are not so popular.
[0094] The present inventions provide great increases in efficiency
and convenience. It can save you a lot of time and effort. It can
allow computers to do a lot of the work so you don't have to. It
can allow you to compete with larger businesses--and allow large
business to function more efficiently--by allowing the location of
resources particularly appropriate for certain business activities.
You can delegate certain complex tasks to a computer, freeing you
to be more productive and satisfied with electronic activities.
These automated processes can be "smart" without being intrusive.
For example, they can learn about your behavior, preferences,
changing interests, and even your personality, and can then predict
your future interests based on your past behavior and interest
expressions. These processes can ensure confidentiality and
privacy--so that no one can find out detailed information about you
without your consent. Across the full range of personal and
business activities, the present inventions allow a degree of basic
efficiency, including automation and optimization of previously
very time consuming activities, so that interests and possible
resources are truly best matched.
[0095] The present inventions handle many kinds of important issues
and addresses the widest range of information and rights and
automation possibilities. For example, the present inventions are
capable of handling (but are not limited to): [0096] consumer
information; [0097] computer information; [0098] business
information; [0099] entertainment information; [0100] other content
information; [0101] information about physical products; [0102] all
other kinds of information.
[0103] It can reflect and employ all kinds of rights to optimize
matching processes, including: [0104] content rights; [0105]
privacy rights; [0106] governmental and societal rights; [0107]
provider rights; [0108] distributor rights; [0109] consumer rights;
[0110] workflow rights; [0111] other value chain participant
rights; [0112] work flow rights; [0113] business and personal
rights and processes of all kinds.
[0114] It can employ all kinds of parameter information, including:
[0115] budget, [0116] pricing [0117] redistribution [0118] location
(of party, item, etc.) [0119] privacy [0120] identity authenticity
and/or specificity [0121] any other parameter information.
[0122] Pricing (for example the price of a specific item) can be
used in matching based upon price per unit and/or total price for a
volume purchase, price for renting, right to redistribute, cost for
redistributing items, etc.
[0123] Privacy can be used for establishing matching contingent
upon usage reporting requirements for viewing, printing,
extracting, dedistributing, listening, payment, and/or requiring
the reporting of other information such as personal demographics
such as credit worthiness, stored value information, age, sex,
marital status, race, religion, and/or usage based generated
profiling information based materially upon, for example, a users
history of usage of electronic content and/or commercial
transactions, etc.
[0124] Identity can be used for matching based upon, for example,
such as the presence of one or more specific, class, and/or classes
of certificates, including, for example, specific participant
and/or group of participant, including value chain certificates as
described in "Shear et al".
[0125] With the inventions described herein, commercial requirement
attributes embodied in rules (controls and control parameter data)
are employed in classification structures that are referenced by
search mechanisms, either, for example, directly through reading
rule information maintained in readable (not encrypted) but
authentic (protected for integrity) form, through reading rule
information maintained securely, through processes employing a
protected processing environment 154 of a VDE node, and/or through
the creation of one or more indexes and/or like purpose structures,
that, directly, and/or through processes employing a protected
processing environment 154, automatically compile commercial and
other relevant (e.g., societal regulatory information such as a
given jurisdiction's copyright, content access and/or taxation
regulations) for classification/matching purposes.
[0126] The present inventions can employ computer and communication
capabilities to identify information, including: [0127] topical
classification such as described by conventional library
classification systems, [0128] commercial
characterizations--including commercial parameter data such as
pricing, size, quality, specific redistribution rights, etc.,
[0129] creator (e.g., a publisher or manufacturer), distributor,
societal, user, and other participant interests information, [0130]
information generated by automated profiling of any and all of such
parties or collections of parties, [0131] matching (including
electronically negotiating a match) between the interests of any of
such parties, [0132] where appropriate, the use of statistical
procedures, expert systems, and artificial intelligence tools for
profiling creation and/or analysis, matching, and/or
negotiation.
[0133] The present inventions thus provide for optimal user,
provider, and societal use of electronic cyberspace resources (for
example, digital information objects available across the Internet,
sent by direct broadcast satellite, transmitted over a cable TV
system, and/or distributed on optical disk).
[0134] Of particular importance is the notion of classes of
content, classes of users, and classes of providers. For example,
the present inventions can make use of any/all of the following:
[0135] topical identification, for example, such as information
represented in typical library subject and/or author and/or catalog
and/or keyword search and retrieval information systems; [0136] any
commercial requirements, associated with the use of electronic
information (and/or to products, including non-electronic products,
and/or to any service), including information embodied in encrypted
rules (controls and/or parameter data) governing rights in
electronic value chain and electronic interaction contexts, and
further including information guaranteed for integrity; [0137] any
information descriptive of an available resource (which may include
any information, product, and/or service, whether available in
electronic and/or physical forms) such as: the quality of a digital
product as evaluated and ranked and/or otherwise specified by one
or more third parties and/or independent third parties (e.g.,
Consumer Reports, a trusted friend, and/or a professional advisor),
the size of a product, length in time in business of a service or
in the market of a product, a product's or service's market share,
and/or subject governmentally and/or other societally imposed rules
and/or integrity guaranteed descriptions, including any associated
regulatory requirements, such as societal requirements granting
and/or reporting access to information, for example, information on
how to create a nuclear bomb to a confidential government auditing
agency (this allowing free access to information while protecting
societal rights); [0138] any information descriptive of a user
and/or department and/or organization and/or class of users and/or
departments and/or organizations (including, for example, such
descriptive information encrypted and/or guaranteed for integrity)
wherein such information may include, for example, name, physical
and/or network and/or cyber-wide logical network location,
organizational and/or departmental memberships, demographic
information, credit and/or trustworthiness information, and profile
preference and usage history information, including any generated
profile information reflecting underlying preferences, and/or
classes based on said descriptive information and/or profiles. Some
of the Advantageous Features and Characteristics Provided by the
Present Inventions
[0139] The classification, matching, narrowcasting, analysis,
profiling, negotiation, and selection capabilities of the present
inventions include the following capabilities (listed items are not
mutually exclusive of each other but exemplary samples): [0140]
Enables highly efficient provision of classes of information,
entertainment, and/or services to classes of individuals and/or
entities that have (and/or may obtain) the right(s) to such
information and are likely to find identified information
interesting, useful, and/or entertaining. [0141] The present
inventions also provide systems and methods for efficiently
determining class hierarchies, classification schemes, categories,
and/or category schemes and/or the assignment of objects, persons
and/or things to said class hierarchies, classification schemes,
categories, and/or category schemes using at least some rights
management information. [0142] Helps systems, groups, and/or
individuals classify, locate, and/or obtain specific information
and/or classes of information made available through so-called
"publish and subscribe" systems and methods using, among other
things, subject-based addressing and/or messaging-based protocol
layers. [0143] Provides fundamentally important commercial and
societal rules based filtering to identify desired electronic
information and/or electronic information containers through the
use of classification structures, profiling technology, and
matching mechanisms that harness the vast information opportunities
in cyberspace by matching the information needs of users against
commercial and/or societal rules related to the use of available
information resources, including, for example, commercial and/or
societal consequences of digital information use imposed as
provider requirements and specified through the use of, and
enforced by the use of, a trusted rights management system such as
described in "Ginter et al". [0144] Enables content creators and/or
distributors to efficiently "stock the shelves" of retail
electronic content outlets and similar merchanisers (both
electronic and hard goods) with products and/or services most
likely to be purchased and/or used by the customers of such
merchanisers. This includes both identifying and "stocking" the
most desirable products and/or other user desired resources and
optimally presenting such products and/or other resources in a
manner optimized for specific users and/or user classes. [0145]
Matching may be based on history of matching, that is, matching
derived at least in part from previous matching, one non-exhaustive
example of which includes learned matching for increasing
efficiency. [0146] Enables matching for value chains where the
matching is against a plurality of co-participating value chain
parties requirements and/or profiles against match opportunities,
and/or matching by matches comprised of match input and/or
aggregation of match rule sets of providers used to "dock" with one
or more user needs, interests, requirements match sets. [0147]
Helps match persons and/or things using fuzzy matching, artificial
intelligence (e.g., expert systems), and other methods that that
match using plural match sets from providers and/or receivers.
[0148] Makes search easier by using smart agents that match at
least in part using at least one class. [0149] Helps bring buyers
and sellers together through cross matching, where both parties
offer to provide and/or receive content and/or physical goods for
consideration, including barter matching and negotiated barter and
other kinds of matching. [0150] Helps potential customers find
those members (e.g., objects such as digital information
containers) of any one or more classes of content most useful,
entertaining, and/or interesting to them. [0151] Facilitates
organizations securely and efficiently acquiring and distributing
for internal use certain classes of content available from external
providers and/or more securely and/or efficiently managing classes
of their own content, including being able to authorize certain
classes of employees to use specified classes of internal and/or
external content. [0152] Efficiently supporting matching between
users and digital information where participants in a chain of
handling and control have specified rules and usage consequences
for such digital information that may depend on class membership,
for example, on class(es) of content and/or class(es) of value
chain participants and/or classes of electronic events, wherein
such participants include, for example, users and/or participants
contributing rules and consequences. [0153] Enables first
individuals and/or organzations to locate efficiently other
individuals, organizations, products, and/or services who have
certain characteristics that corresponds to such first individuals'
and/or organizations' interests, including interests generated by
profiling information locally gathered through local event auditing
at a VDE installation. [0154] Facilitates businesses informing a
customer about things of special interest to her or him, such as
classes of goods, services, and/or content, including directing
such information to a customer at least in part based on profiling
information locally gathered at a VDE installation through local
event auditing at a VDE installation. [0155] Allows trading
companies to match suppliers of certain classes of goods and/or
services with those who desire to purchase and/or use those classes
of goods and/or services, wherein such matches may include fulling
a commercial business interaction and may further include one or
more sequences of matches and/or nested matches (a sequence and/or
grouping of matches within a given organization or group, wherein
such matches may be required to occur in a certain order and/or
participate along with other matches in a group of matches before a
given match is fulfilled). [0156] Enhances equity portfolio
management by making easier for traders to identify those equities
having certain desired characteristics, such as belonging to the
class of equities that will have the greatest positive effect on
the value of the trader's portfolio given certain classes of
information and assumptions. Such matches may take into account
information external to the fulfilment of a given trade, for
example, one or more certain other market or specific variable
thresholds must be met before an equity is traded, such as a
certain rise in the an index stock value of, and/or revenue of,
certain one or more network hardware suppliers before a certain
quantity of equity is purchased at a certain price for stock of a
certain network hardware supplier raw network component
manufacturer, and wherein, for example, such determinations can be
performed highly efficiently at a user VDE installation as the
point of control, where such node receives such trusted information
in, for example, VDE containers, as is necessary for a control
decision to occur to purchase such equity of such network hardware
supplier raw component manufacturer. [0157] Makes easier automated
foreign currency exchange by enabling currency traders to identify
members of the class of possible trades and/or conversions that are
likely to produce the best returns and/or minimize losses. [0158]
Helps consumers and organizations manage their affairs more
efficiently and effectively and helps providers of services by
automatically matching users with services that meet certain
specified criteria, such as, for example, U.S. and Swiss banks
offering the highest interest rates on certain time based classes
of bank deposit instruments. [0159] Enables distributers of
software and other content to identify one or more classes of users
who are most likely to be interested in purchasing or otherwise
using certain classes of software. [0160] Enables rightsholders to
employ rules and/or usage consequences dependent on membership in
one or more classes where class membership may be indicated by
possession of a special digital document called a "certificate."
[0161] Enables rightsholders to employ rules and/or usage
consequences at least partially dependent on roles and
responsibilities within an organization, where those roles and
responsibilities may be indicated by possession of a digital
certificate, digital membership card, and/or other digital
credential. [0162] Facilitates more efficient automation of
manufacturing and other workflow processes by, for example,
matching certain manufacturing steps and/or processes with
performance parameter data associated with available classes of
equipment capable of performing those steps and/or processes.
[0163] Makes easier the administration and enforcement of
government and/or societal rights by, for example, providing
matching means for automatically applying certain classes of tax
rules to appropriate classes of sales and other transactions.
[0164] Enables altering the presentation of information and/or
other content depending on the matching between preferences of the
user and one or more classes of content being presented. [0165]
Enables processing or altering (narrowcasting) of an event (e.g.,
the presentation of information and/or other content), for example,
dynamically adjusting the content of an event, in response to a
matching among the preferences and/or reactions of a user and/or
user group, one or more classes of content being processed through
one or more events, one or more classes of one or more users
participating in and/or otherwise employing the one or more events,
and/or event controls (i.e., rules and/or parameter data). [0166]
Allows the rules and usage consequences and the presentation of
information to vary according to the difficulty of the information,
including, for example, adjusting the difficulty of an electronic
game so that it is neither too frustratingly difficult nor too easy
to use. [0167] Enables a user to efficiently locate content in one
or more particular classes, where class is defined at least in part
by weighted topical classification, where, for example, a document
or other object is classified in one or more categories where at
least one category reflects the absolute or relative attention
given to that class in the object being classified. [0168]
Facilitates users' creation of a new document from parts of two or
more documents, where at least one of such parts is identified
and/or retrieved based upon matching the part's membership in one
or more classes identified by trusted, commercial controls employed
through the use of a rights management system. [0169] Enables users
to search for, locate, and use only those parts of a document that
belong to one or more specified classes, including those parts
having certain commercial controls, for example, reflecting
acceptable usage restrictions and/or pricing. [0170] Enhances
search and retrieval by creating new classes of content discriptors
that incorporate various dispirate standards for content
description and/or location. [0171] Allows consumers to easily
locate services having certain specified characteristics, for
example, gambling services offering the most favorable odds and/or
specified rules for a particular game or games. [0172] Helps
consumers obtain certain classes of tickets to certain classes of
events.
[0173] The above capabilities, and others described in this
application, are often ideally managed by distributed commerce
nodes of a distributed, rights management environment embedded in
or otherwise connected to the operating system clients of a
distributed computing environment such as described in "Ginter et
al" and further described in "Shear et al", and employing, for
example, rules, integrity management, container, negotiation,
clearinghouse services, and trusted processing capabilities
described in "Ginter et al" and "Shear et al".
The Present Inventions Make Use of Many Kinds of Information and/or
Data
[0174] As discussed above, these inventions provide, among other
things, matching, classification, narrowcasting, and/or selection
based on rights management and other information. In particular
preferred examples, these matching, classification, narrowcasting,
and/or selection processes and/or techniques may be based at least
in part on rights management information. The rights management
information may be an input to the process, it may be an output
from the process, and/or the process can be controlled at least in
part by rights management information. Information in addition to,
or other than, rights management information may also be an input,
an output, and/or a basis for controlling, the process and/or
techniques.
[0175] Rights management information may be directly or indirectly
inputted to the matching, classification and/or selection process.
For example, rights management controls, rules and/or their
consequences may be an input. Examples of such controls and/or
rules include object registration related control set data, user
related control set data and/or computer related control set data.
In addition or alternatively, information provided based on control
sets or rules and their consequences may be inputted. The following
are examples of such information that may be provided based, for
example, on rules and consequences: [0176] information exhaust;
[0177] user questionnaires, [0178] audit trail related information;
[0179] aggregated usage data; [0180] information measuring or
otherwise related to user behavior; [0181] information measuring or
otherwise related to user preferences; [0182] information measuring
or otherwise related to user personality; [0183] information
measuring or otherwise related to group behavior; [0184]
information measuring or otherwise related to group preferences;
[0185] information measuring or otherwise related to group culture
[0186] information measuring or otherwise related to organizational
behavior; [0187] information measuring or otherwise related to
organizational preferences; [0188] information measuring or
otherwise related to organizational culture; [0189] information
measuring or otherwise related to institutional behavior; [0190]
information measuring or otherwise related to institutional
preferences; [0191] information measuring or otherwise related to
institutional culture; information measuring or otherwise related
to governmental behavior; [0192] information measuring or otherwise
related to governmental preferences; [0193] information measuring
or otherwise related to governmental culture; [0194] information
measuring or otherwise related to societal behavior; [0195]
information measuring or otherwise related to societal preferences;
[0196] information measuring or otherwise related to societal
culture; [0197] object history related information; [0198] other
types of information; [0199] any combinations of information
including, some, all or none of the information set forth
above.
[0200] The processes, techniques and/or systems provided in
accordance with these inventions may output rights management
related information such as, for example: [0201] one or more
control sets; [0202] various rules and/or consequences; [0203]
information used by control sets; [0204] certificates; [0205] other
rights management information.
[0206] In accordance with various preferred embodiments provided by
these inventions, information other than rights management
information may also be used, at least in part, as an input, output
and/or to control the matching, classification, narrowcasting,
and/or selection processes, systems and/or techniques. Examples of
such information include: [0207] content object information; [0208]
full text [0209] portions of objects [0210] portions of sub-objects
[0211] abstracts [0212] metadata [0213] other content object
related information [0214] user information [0215] census
information [0216] purchasing habits [0217] credit and financial
transaction related information [0218] governmental records [0219]
responses to questionnaires [0220] survey results [0221] other user
information [0222] computer related information [0223]
identification information [0224] configuration information [0225]
other computer related information [0226] combinations of
information. Matching/Classifying/Selection
[0227] Systems, methods and techniques provided in accordance with
these inventions can classify a variety of types of things
including, for example: [0228] people [0229] computers [0230]
content [0231] events [0232] transactions [0233] objects of all
types [0234] combinations of things; [0235] combinations of people
and things.
[0236] The matching, classifying and/or selecting processes
provided in accordance with these inventions are very flexible and
useful. For example, they may be used to associate people with
information, information with other information, people with other
people, appliances with people, appliances with information, and
appliances with other appliances. The present inventions in their
preferred examples can associate any kind of information, object or
thing with any other kind of information, object or thing.
Different Associations Between Classes and Rights
[0237] The processes, systems and/or techniques provided in
accordance with these inventions can provide and/or take into
account many different kinds of associations between classes and
rights. For example, they can look at what rights are available to
a user, computer, data structure or any other object. They can also
look to rights selected by an object (for example, the subset of
rights a user has chosen or otherwise identified). Alternatively or
in addition, they can look to rights that have been exercised by a
user or in conjunction with an object or other thing, and they can
look to the consequences of exercising such a right(s).
Embodiments in Accordance with the Present Inventions can be Used
to Define Classes Based on Uni-Dimensional and/or Multi-Dimensional
Attributes and/or Characteristics
[0238] Example processes, systems and/or techniques provided in
accordance with these inventions can be used to define classes
based on uni-dimensional and/or multi-dimensional attributes and/or
characteristics. Any one or more attributes can be used. The
attributes and/or characteristics can be flexibly defined. They may
define groups or classes containing elements sharing certain
attributes in common. There can, for example, be a spectrum of
classification that takes into account gray areas as to whether a
particular person or thing possesses a certain one or a number of
particular attributes and/or characteristics. Or classification may
have a higher degree of certainty or definition. For example, a
process can test to determine whether particular people or things
are inside or outside of particular classes or groups based on one
or a number of attributes or characteristics (for example, whether
you live in Denver, are under the age of 25 and are single). In
accordance with additional specific features provided by these
inventions, there may be a minimum number of different classes set
up to "cover" a particular situation--with every person or thing
either being within or outside of a given, disjoint class or
group.
Preferred Examples in Accordance with the Present Inventions are
Extensible to Accommodate Changing Conditions
[0239] The systems, methods and/or techniques provided by these
inventions are extensible to accommodate changing conditions. For
example, they can be made to readily adapt to changes in rules,
consequences, topics, areas and/or subjects pertaining to groups
such as, for example categories, and any other variable.
Furthermore, partially and/or entirely new variables may be
introduced to one or more existing sets of variables--for example,
to extend or otherwise modify a model to account for additional
variables, to apply a new strategy, to adapt to new network and/or
installation circumstances, to adapt to new user factors, to change
analysis and/or other processing characteristics, and so on.
Preferred Examples in Accordance with the Present Inventions are
Compatible with Pre-Existing or any New Classification Techniques
or Arrangements
[0240] The example systems, methods and/or techniques provided by
these inventions can be made fully compatible with any
classification and/or categorization means, method, process,
system, technique, algorithm, program, and/or procedure, presently
known or unknown, for determining class and/or category structures,
definitions, and/or hierarchies, and/or the assignment of at least
one object, person, thing, and/or member to at least one class
and/or category, that without limitation may be: [0241] implemented
by computer and/or other means; and/or [0242] based upon discrete
and/or continuos mathematics; and/or [0243] using nominal, ordinal,
interval, ratio and/or any other measurement scale and/or
measurement mode; and/or [0244] including parameter data; and/or
[0245] entail linear and/or non-linear estimation methods; and/or
[0246] any other methods.
[0247] For example, classification can be performed using any or
all of the following example classification techniques: [0248]
Statistical techniques that identify one or more clusters of cases
sharing similar profiles and/or features, including any of the
family of cluster analysis methods, for example, those described in
Hartigan (Hartigan, J. A., Clustering Algorithms, New York: Wiley,
1975); [0249] Methods for numerical taxonomy, for example, as
described, for example, by Sneath and Sokal (Sneath, Peter H. A.
and Robert R. Sokal, Numerical Taxonomy: The Principals and
Practice of Numerical Classification, San Francisco: W.H. Freeman,
1973); [0250] Any of the methods for cluster analysis, factor
analysis, components analysis, and other similar data
reduction/classification methods, for example, those implemented in
popular statistical and data analysis systems known to those
skilled in the arts, for example, SAS and/or SPSS; [0251] Pattern
classification techniques, including components analysis and neural
approaches, for example, those described by, for example, Schurmann
(Schurmann, Jurgen, Pattern Classification: A Unified View of
Statistical and Neural Approaches, New York: John Wiley & Sons,
1966); [0252] Statistical techniques that identify one or more
underlying dimensions of qualities, traits, features,
characteristics, etc., and assign parameter data indicating the
extent to which a given case has, possesses, and/or may be
characterized by the underlying dimension, factor, class, etc.
and/or result in the definition of at least one class and/or the
assignment of at least one case to at least one class, for example,
as described by Harman (Harman, Harry H., Modern Factor Analysis,
3.sup.rd ed. rev., Chicago: University of Chicago Press), and/or as
implemented by SAS and/or SPSS and/or other statistical analysis
programs. [0253] Statistical methods that employ fuzzy logic and/or
fuzzy measurement and/or whose assignment to at least one class
entails probabilities different from 1 or zero. [0254] Baysian
statistical classification techniques that use estimates of prior
probabilities in determining class definitions and/or the
assignment of at least one case to at least one class; [0255] Any
statistical and/or graphical classification and/or data reduction
method that uses rotation of reference axes, regardless of whether
orthogonal or oblique rotations are used, for example, as described
in Harman, and as implemented in SAS and/or SPSS and/or other
statistical programs; [0256] Statistical methods for two and three
way multidimensional scaling, for example, the methods described by
Kruskal and Wish (Krusgal Joseph B. and Myron Wish,
Multidimensional Scaling, Beverly Hills, Calif.: Sage Publications,
1978), and/or by Shepard, et al. (Shepard, Roger N., A. Kimball
Romney, and Sara Beth Nerlove, Multidimensional Scaling: Theory and
Applications in the Behavioral Sciences, New York: Seminar Press,
1972); [0257] Knowedge based approaches to classification, for
example, as described by, for example, Stefik (Stefik, Mark,
"Introduction to Knowledge Systems," San Francisco: Morgan
Kauffman, 1995); and [0258] any other classification techniques or
arrangements pre-existing or yet to be developed. Preferred
Examples in Accordance with the Present Inventions are Fully
Compatible with a Wide Array of Technologies Including the
Distributed Commerce Utility System and the Virtual Distribution
Environment
[0259] Systems, methods and/or techniques provided in accordance
with these inventions build upon and can work with the arrangements
disclosed in "Ginter et al"; "Shear et al"; and other technology
related to transaction and/or rights management, security, privacy
and/or electronic commerce.
[0260] For example, the present inventions can make particular use
of the security, efficiency, privacy, and other features and
advantages provided by the Virtual Distribution Environment
described in "Ginter et al".
[0261] As another example, a matching and classification
arrangement can be constructed as a distributed commerce utility
system as described in "Shear et al". The present inventions can
work with other distributed commerce utility systems, and can
enhance or be a part of other commerce utility systems.
[0262] By way of non-exhaustive, more specific examples, the
present inventions can be used in combination with (and/or make use
of) any or all of the following broad array of electronic commerce
technologies that enable secure, distributed, peer-to-peer
electronic rights, event, and/or transaction management
capabilities: [0263] a "VDE" ("virtual distribution environment")
providing, for example, a family of technologies by which
applications can be created, modified, and/or reused; [0264] a
standardized control and container environment which facilitates
interoperability of electronic appliances and efficient creation of
electronic commerce applications and models; [0265] a programmable,
secure electronic transaction management foundation having reusable
and extensible executable components; [0266] seamless integration
into host operating environments of electronic appliances or direct
employment of such technologies in electronic commerce
applications; [0267] cyberspace digital content rights and
transaction management control systems that may operate in whole or
in part over Internets, Intranets, optical media and/or over other
digital communications media; [0268] support of an electronic
"world" within which most forms of electronic transaction such as
content usage, distribution, auditing, reporting, and payment
activities can be managed; [0269] Transaction Operating Systems
(operating systems that have integrated secure, distributed, and
programmable transaction and/or event management capabilities);
[0270] Rights Operating Systems (operating systems that have
integrated, distributed, and programmable rights management
capabilities); [0271] secure content container management; [0272]
clearinghouse functions related to content usage; [0273] overall
electronic commerce architectures that provide electronic commerce
automation through the use of secure, distributed digital events
management; [0274] the general enablement of traditional commerce
behavior in the digital commerce world; [0275] enhanced inherent,
distributed efficiencies of conventional commerce practices with
powerful, reliable electronic security, and with the
programmability and electronic automation efficiencies made
possible by modern computing; [0276] trusted operation of a freely
configurable, highly efficient, general purpose digital marketplace
in which parties "come together" to establish commercial
relationships; [0277] support of "real" commerce in an electronic
form (that is, the progressive creation of commercial relationships
that form, over time, a network of interrelated agreements
representing a value chain business model); [0278] enabling content
control information to develop through the interaction of (and/or
negotiation between) securely created and independently submitted
sets of content and/or appliance control information; [0279]
interconnection of appliances providing a foundation for much
greater electronic interaction and the evolution of electronic
commerce; [0280] a variety of capabilities for implementing an
electronic commerce environment; [0281] a neutral, general purpose
platform for commerce; [0282] an architecture that avoids
reflecting specific distribution biases, administrative and control
perspectives, and content types; [0283] a broad-spectrum,
fundamentally configurable and portable, electronic transaction
control, distributing, usage, auditing, reporting, and payment
operating environment; [0284] systems and methods that uniquely
enable electronic commerce participants to protect their interests
during the sequence of activities comprising an electronic commerce
model; [0285] ability of commerce participants to assure protection
by specifying rules and controls that monitor and enforce their
interests during the processing of remote commerce events; [0286]
permitting commerce participants to efficiently participate in, and
manage, the distributed electronic activities of a digital value
chain; [0287] allowing commerce model participants to, for example,
securely and cooperatively govern and automate the distributed
electronic activities comprising their collective electronic
business models; [0288] allowing commerce model participants to
securely contribute electronic rules and controls that represent
their "electronic" interests; [0289] rules and controls that extend
a "Virtual Presence.TM." through which the commerce participants
govern remote value chain activities according to their respective,
mutually agreed to rights; [0290] a Virtual Presence taking the
form of participant specified electronic conditions (rules and
controls) that must be satisfied before an electronic event may
occur; [0291] rules and controls that enforce the party's rights
during "downstream" electronic commerce activities; [0292] control
information delivered by, and/or otherwise available for use with,
the VDE content containers constituting one or more "proposed"
electronic agreements which manage the use and/or consequences of
the use of such content and which can enact the terms and
conditions of agreements involving multiple parties and their
various rights and obligations; [0293] rules and controls from
multiple parties forming aggregate control sets ("Cooperative
Virtual Presence.TM.") that ensure that electronic commerce
activities will be consistent with the agreements amongst value
chain participants; [0294] control sets defining the conditions
which govern interaction with protected digital content
(disseminated digital content, appliance control information,
etc.); [0295] conditions used to control not only digital
information use itself, but also the consequences of such use to
protect the individual interests of commerce participants and form
cooperative, efficient, and flexible electronic commerce business
models; [0296] true, efficient electronic cooperative governance of
value chain activities; [0297] empowering each commerce model
participant to securely deliver, and persistently maintain control
over, the rules and controls they contributed specifying
constraints on, and consequences of, electronic conduct; [0298]
extending Cooperative Virtual Presence over time and involving the
execution of controls, and the use of content, at physically
dispersed locations, such as Internet user sites; [0299] a chain of
handling and control in which dispersed locations are bound
together through the use of secure communication techniques and
unique, secure digital container technology; [0300] ability to
preserve the rights of parties through a series of transactions
which may occur at different times and different locations; [0301]
extending the ability of electronic content providers to control
the use of proprietary information; [0302] allowing content
providers to limit use to authorized activities and amounts; [0303]
allowing participants (e.g., actors, directors, script and other
writers, musicians, studios, publishers, distributors, retailers,
advertisers, credit card services, content end-users, and others)
involved in a business model to have the ability to embody their
range of agreements and requirements, including use limitations,
into an "extended" agreement comprising an overall electronic
business model; [0304] representing such an extended agreement by
electronic content control information which can automatically
enforce agreed upon rights and obligations; [0305] a competitive,
general purpose electronic commerce architecture supporting the
distributed, secure "unmanned" electronic interaction; [0306]
distributing such capabilities across networks and involving the
sequence (or web) of distributed activities underlying electronic
value chains; [0307] cooperative electronic governance of
distributed electronic commerce processes that optimizes electronic
commerce value propositions; [0308] the capability of
electronically, remotely representing the interests of commerce
participants to support efficient, flexible, commerce model
automation; [0309] enabling rules and controls that are
independently contributed by multiple parties to securely merge
together and form the collective rules and controls sets that
reflect the electronic commerce agreements between parties; [0310]
using rules and controls sets to collectively, automatically,
govern remote electronic conduct; [0311] securely managing the
integration of control information provided by two or more parties;
[0312] constructing electronic agreements between VDE participants
that represents a "negotiation" between the control requirements of
two or more parties and enacts the terms and conditions of a
resulting agreement; [0313] ensuring and/or enforcing the rights of
each party to an electronic agreement regarding a wide range of
electronic activities related to electronic information and/or
appliance usage; [0314] the ability to broadly support electronic
commerce by securely managing independently delivered VDE component
objects containing control information (normally in the form of
method, data, or load module VDE objects); [0315] using
independently delivered control information to negotiate with
senior and other pre-existing content control information to
securely form derived control information; [0316] ensuring that all
requirements specified by derived control information are satisfied
before VDE controlled content is accessed or otherwise used; [0317]
ensuring that all load modules and any mediating data which are
listed by the derived control information as required are available
and perform their required function; [0318] use of independently
delivered control components to allow electronic commerce
participants to freely stipulate their business requirements and
trade offs; [0319] allowing electronic commerce, through the
various control requirements stipulated by VDE participants, to
evolve into forms of business which are the most efficient,
competitive and useful--much as with traditional, non-electronic
commerce; [0320] providing commerce participants with the ability
to freely fashion the chains of handling and control pathways that
protect data and processes and the freedom to shape the models
within which their Virtual Presence operates--allowing commerce
participants to optimally formulate their electronic commerce value
propositions; [0321] VDEs configured to support the various
underlying agreements between parties that define important
electronic commerce pathways of handling for electronic content,
content and/or appliance control information, content and/or
appliance usage information and payment and/or credit; [0322]
allowing content creators and other providers to specify the
pathways that, partially or fully, must be used to disseminate
commercially distributed property content, content control
information, payment administrative content, and/or associated
usage reporting information; [0323] empowering commerce
participants, subject to the rules and controls previously set in a
value chain, to freely fashion control models implementing their
Virtual Presence by using GUI templates or rights programming
languages employing commerce/rights management components; [0324]
component based control methods that allow the present inventions
to efficiently operate as a highly configurable content control
system; [0325] content control models that can be iteratively and
asynchronously shaped, modified, and otherwise updated to
accommodate the needs of VDE participants; [0326] iterative and/or
concurrent multiple participant processes through the submission
and use of secure, control information components (e.g., executable
code such as load modules and/or methods, and/or associated data);
[0327] control information for Virtual Presence employed in
protected processing environment nodes located at user sites to
ensure that digital events are governed in accordance with the
collective rights of commerce model participants; [0328] digital
events that launch or require other digital events; [0329] digital
events that may include, for example, content use consequences such
as collection of audit information, secure communication of such
information, payment for content use, or satisfaction of any other
electronically stated condition; [0330] events that occur within
either the secure setting of a local node, or more widely within
the secure environment of a distributed system of nodes; [0331] the
association of Virtual Presence rules and controls with protected
information enclosed within one or more electronic content
containers to achieve a high order of configurability for Virtual
Presence chains of handling and control; [0332] distribution using
VDE that may package both the electronic content and control
information into the same VDE container, and/or may involve the
delivery to an end-user site of different pieces of the same VDE
managed property from plural separate remote locations and/or in
plural separate VDE content containers and/or employing plural
different delivery means; [0333] content control information that
is partially or fully delivered separately from its associated
content to a user VDE installation in one or more VDE
administrative objects; [0334] delivery of portions of said control
information from one or more sources; [0335] making control
information available for use by access from a user's VDE
installation secure sub-system to one or more remote VDE secure
sub-systems and/or VDE compatible, certified secure remote
locations; [0336] use of delivery means that may include electronic
data storage means such as optical disks for delivering one portion
of said information and broadcasting and/or telecommunicating means
for other portions of said information; [0337] allowing a content
provider to deliver different business rules to a large corporate
customer, compared with rules delivered to "retail" customers;
[0338] supporting separation of content and Virtual Presence
controls to allow a provider to associate different control sets
with the same content--and not requiring the provider to create one
set of content controls that apply to all types of customers;
[0339] allowing content provider modification over time of rules
and controls to reflect sales, new pricing, special discounts,
etc.--while limiting this right by rules and controls provided by
other parties having more senior rights; [0340] employing secure
object container technology to efficiently implement Virtual
Presence chains of handling and control; [0341] use of software
container technology to significantly facilitate the organized
dissemination of digital content, including the specialized form of
digital content constituting rights control information; [0342]
employing object software technology and using object technology to
form containers for delivery of at least in part encrypted or
otherwise secured information;
[0343] using containers that contain electronic content products or
other electronic information and some or all of their associated
permissions (control) information; [0344] distributing container
objects along pathways involving content providers and/or content
users; [0345] securely moving containers between nodes of a VDE
arrangement, which nodes operate VDE foundation software and
execute control methods to enact electronic information usage
control and/or administration models; [0346] employing delivered
containers both for distributing VDE control instructions
(information) and/or to encapsulate and electronically distribute
content which has been at least partially secured; [0347]
supporting the essential needs of electronic commerce value
propositions by uniting fundamental configurability with secure
Virtual Presence; [0348] virtual presence across virtual networks
in accordance with the underlying agreement amongst commerce model
participants to allow each participant to enjoy secure, reliable
electronic automation of commerce models; [0349] allowing each
rights holder's Virtual Presence at a remote site to possess the
sole authority to administer or delegate the participant's
electronic rights; [0350] capabilities that contribute to
establishing an environment of trusted cooperative governance;
[0351] practical enhancements relating to the establishment of
secure event management and the maintenance of secure audit,
encryption, budget, and other relevant information; [0352] control
structures for an overall, distributed, secure rights/event
administration environment; [0353] processes for interaction
between independently delivered rules and controls, including
electronic negotiation; [0354] creating distributed rights
operating systems; [0355] integrating control processes into host
operating environments; [0356] secure semiconductors to support
protected processing environments; [0357] a secure, programmable,
digital event management component architecture in which components
are fully assembleable and reusable; [0358] differing assemblages
of components formed to reflect an exhaustive array of commerce
model functional capabilities, overall model implementations, and
ad hoc event management scenarios; [0359] support for the full
range of digital content types, delivery modes, and reporting and
other administrative activities; [0360] traveling objects; [0361]
smart agents; [0362] "atomic" load module operation to support
"sparse space," cost-effective, secure processing semiconductors;
[0363] smart card and other traveling client nodes; [0364] creating
rights management software container technologies, including
extraction, embedding, and other secure container content
management processes; [0365] Chain of Handling and Control
generation of secure objects (containers) and associated control
information; [0366] audit reconciliation and usage pattern
evaluation processes; [0367] specialized cryptographic
implementations; [0368] use of a specialized electronic rights and
commerce language, unique applications for fingerprinting and/or
watermarking technologies, secure control structures, the
formulation of new types of metering technologies, reciprocal event
management (employing dispersed user sites) for automating web-like
commerce models, and many other designs and capabilities; [0369]
mechanisms to persistently maintain trusted content usage and
reporting control information through both a sufficiently secure
chain of handling of content and content control information and
through various forms of usage of electronic information; [0370]
rights management technology supporting persistent, distributed
controls; [0371] means enabling continuing Virtual Presence through
Chains of Handling and Control; [0372] persistency of control as a
unique and fundamentally important attribute underlying Virtual
Presence and Chain of Handling and Control for enabling true
commerce behavior in cyberspace including ad hoc relationships and
activities, distributed processes, and reliable enforcement of
agreements between parties; [0373] Persistent Virtual Presence
controls that continue to be enforced--to the extent required by
the controls themselves--as protected digital content is, for
example, used and reused, copied and further distributed, extracted
and embedded, audited and reported; [0374] persistency responsive
to rules and controls associated with electronic events, that
causes new secure content containers to be created automatically by
systems and methods supplying the procession of secure transport
vehicles required by Chain of Handling and Control for conveying
disseminated content, associated rules and controls, and audit
information and payment; [0375] container creation to carry
extracted content, payment tokens, control information, audit
information, and the like; [0376] securely generated containers
carrying with them rules and controls stipulated by rules and
controls associated with one or more triggered electronic events;
[0377] capabilities for persistency and independent secure delivery
and merging of rules and controls that provide technical means for
ensuring that dynamic user behavior can be encouraged, rather than
discouraged; [0378] dynamic user behavior encouraged as a critical
link in building ad hoc relationships and cost-effectively
distributing content, while simultaneously ensuring that rights
holders are protected and retain control over their business
models; [0379] enabling ad hoc behavior that frees users from
constraints on their conduct resulting from inflexible, first
generation technologies; [0380] support for enterprising behavior
that is characteristic of traditional commerce resulting in more
efficient and more satisfying electronic commerce experiences;
[0381] general purpose character electronic commerce technologies
provided by a combination of important capabilities including
component, object oriented, programmable control language; secure
specialized container technology; independent delivery of secure
control information mechanisms; Chain of Handling and Control
persistency of control mechanisms; event driven operating system
functions; and the advanced security architecture--allowing
multiple simultaneous models to evolve, and practically and
efficiently operate; [0382] general purpose rights and event
management architecture that is intrinsically reusable for many
simultaneous models--providing enormous competitive economic
advantages over technologies that are essentially single model by
design; [0383] commerce architecture client nodes that are basic
pieces of reusable cyberspace infrastructure; [0384] generalized
configurability resulting, in part, from decomposition of
generalized requirements for supporting electronic commerce and
data security into a broad range of constituent "atomic" and higher
level components (such as load modules, data elements, and methods)
that may be variously aggregated together to form control methods
for commercial electronic agreements and data security
arrangements; [0385] a secure operating environment employing VDE
foundation elements along with securely deliverable VDE components
that enable electronic commerce models and relationships to
develop; [0386] the unfolding of distribution models in which
content providers, over time, can expressly agree to, or allow,
subsequent content providers and/or users to participate in shaping
the controls for, and consequences of, use of electronic content
and/or appliances; [0387] a very broad range of the functional
attributes important for supporting simple to very complex
electronic commerce and data security activities; [0388] electronic
information and/or appliance usage control (including
distribution), security, usage auditing, reporting, other
administration, and payment arrangements; [0389] capabilities that
rationalize the support of electronic commerce and electronic
transaction management stemming from the reusability of control
structures and user interfaces for a wide variety of transaction
management related activities; [0390] content usage control, data
security, information auditing, and electronic financial activities
that can be supported with tools that are reusable, convenient,
consistent, and familiar; [0391] a general purpose Rights Operating
System employing a reusable kernel and rights language components
that provides the capabilities and integration needed for the
advanced commerce operating systems of the future; [0392] a general
purpose, reusable electronic commerce capabilities that all
participants can rely on will become as important as any other
capability of operating systems; [0393] such a rights operating
system providing rights and auditing operating system functions and
other operating system functions--the rights and auditing operating
system functions securely handling tasks that relate to virtual
distribution environment; [0394] secure processing units and/or
protected processing environments that provide and/or support many
of the security functions of the rights and auditing operating
system functions; [0395] an overall operating system designed from
the beginning to include the rights and auditing operating system
functions plus the other operating system functions--or
incorporation of the rights and auditing operating system functions
as an add-on to a preexisting operating system providing the other
operating system functions; [0396] operating system integration and
the distributed operating systems; and [0397] a rational
approach--a transaction/distribution control standard--allowing all
participants in VDE the same foundation set of hardware control and
security, authoring, administration, and management tools, for
widely varying types of information, business market model and/or
personal objectives;
[0398] Any or all of these features may be used in combination with
the inventions disclosed herein.
BRIEF DESCRIPTION OF THE DRAWINGS
[0399] These and other features and advantages will be better and
completely understood by referring to the following detailed
description of presently preferred example embodiments in
accordance with the drawings, of which:
[0400] FIGS. 1A-4 show "prior art" examples of how it is hard to
find things you need or want;
[0401] FIGS. 5-12 are simplified examples of what example systems,
methods and techniques in accordance with these inventions can
do;
[0402] FIGS. 13, 14 and 14A show an example matching and
classification utility system architecture;
[0403] FIGS. 15-15G show examples of how a matching and
classification utility system can interact with other commerce
utility systems;
[0404] FIGS. 16A-16C show examples of distributed matching and
classification utility system organizations;
[0405] FIG. 17 shows example matching and classification utility
system functionality definitions;
[0406] FIGS. 18-46(B) show example steps that may be performed by
the example matching and classification utility system; and
[0407] FIGS. 47-70 show some example matching and classification
utility system applications.
DETAILED DESCRIPTION OF PRESENTLY PREFERRED EXAMPLE EMBODIMENTS
[0408] FIGS. 5-12 and the discussion above provide an introduction
to the following detailed description of presently preferred
embodiments in accordance with these inventions. The "electronic
matchmaker" shown in FIGS. 5-12 is implemented in these more
detailed embodiments by a matching and classification utility
system 900.
Example Matching and Classification Utility
[0409] FIG. 13 shows an example matching and classification utility
system 900 as including: [0410] an object classifier 902; [0411] a
user (people) classifier 904; and [0412] a matching engine 906.
[0413] Object classifier 902 classifies things. User classifier 904
classes people. Matching engine 906 matches things with other
things, things with people, and/or people with other people.
[0414] In more detail, object classifier 902 receives information
about objects and uses that information to classify those objects
into groups based on the qualities or characteristics of the
objects. For example, the object classifier 902 may classify
objects of the type described in "Ginter et al". Such objects may
comprise information and/or associated rules for using the
information. For example, object classifier 902 may receive as
inputs: [0415] rights management information 909 such as rules
and/or associated consequences; [0416] things 908 controlled or
affected by such rights management information including, for
example content objects or other information subject to such rules;
[0417] items 910 such as metadata, abstracts or the like that
describe the things 908; and/or [0418] other information of any
type.
[0419] Object classifier 902 classifies and/or selects things based
at least in part on these inputs.
[0420] In this example, user classifier 904 is a type of object
classifier that is specially adapted to classify people. User
classifier 904 can classify people based, for example, on: [0421]
audit trails 912 indicating how people have used their computers
and other electronic appliances; [0422] profiles 914 developed by
asking users questions about their preferences; [0423] controls
909' that are associated, at least in part, with the user or things
the user uses; [0424] object descriptors 910' that describe objects
used by the user; and/or [0425] other information about and/or
relating to the user.
[0426] User classifier 904 classifies and/or selects people based
at least in part on these inputs.
[0427] Matching engine 906 receives, as inputs, the classifications
and/or selections made by the object classifier 902 and/or the user
classifier 904. Matching engine 906 matches things with things,
things with people and/or people with people (or any combination of
these) based on these selection and/or classification inputs.
Example More Detailed Architecture
[0428] FIG. 14 shows a more detailed architectural diagram of
matching and classification utility 900. In this example, matching
and classification utility 900 receives a variety of inputs
including, for example, some or all of the following: objects 908
and/or information about objects including controls 909 and/or
object descriptors 910; [0429] content 950; [0430] audit trail
information 916; [0431] user information such as profiles 914;
[0432] class information 952; [0433] user information 954; [0434]
other rights management information 956; [0435] matching criteria
958; [0436] selection criteria 960; and/or [0437] other
information.
[0438] Matching and classification utility 900 in this example can
provide a variety of different outputs including, for example, some
or all of the following: [0439] matching information 920; [0440]
class hierarchies 962; [0441] category definitions 922 and class
definitions 970; [0442] classified objects 908C; [0443] audit
records 964 indicating the results of classification, matching, and
or selecting processes; [0444] reports 966 indicating the results
of classification, matching, and/or selecting processes; [0445]
targeted objects and/or pointers 968; [0446] controls 909; [0447]
other rights management information; and [0448] other
classification, matching and/or selection related information. A
Preferred Embodiment Matching and Classification Utility 900 is a
VDE-Aware Commerce Utility System
[0449] In the preferred embodiment, matching and classification
utility 900 is constructed as a commerce utility system 90 as
described in "Shear et al", and may comprise one or more processes
securely distributed over one or more secure electronic appliances
within a "Virtual Distribution Environment" as described in "Ginter
et al". Furthermore, the present inventions can be used in
combination with and/or make use of a wide array of distributed
electronic administrative and support services that may be referred
to as the "Distributed Commerce Utility." Such a Distributed
Commerce Utility may be, among other things, an integrated, modular
array of administrative and support services for electronic
commerce and electronic rights and transaction management. The
Distributed Commerce Utility provides, among other advantages,
comprehensive, integrated administrative and support services for
secure electronic commerce and other forms of electronic
interaction. These administrative and support services can be used
to supply a secure foundation for conducting financial management,
rights management, certificate authority, rules clearing, usage
clearing, secure directory services, and other transaction related
capabilities functioning over a vast electronic network such as the
Internet and/or over organization internal Intranets, or even
in-home networks of electronic appliances. Such electronic
interactions supported by the Distributed Commerce Utility may, for
example, entail the broadest range of appliances and distribution
media, non-limiting examples of which include networks and other
communications channels, consumer appliances, computers, convergent
devices such as WebTV, and optical media such as CD-ROM and DVD in
all their current and future forms.
[0450] These administrative and support services can, for example,
be adapted to the specific needs of electronic commerce value
chains in any number of vertical markets, including a wide variety
of entertainment applications. Electronic commerce participants
can, for example, use these administrative and support services to
support their interests, and/or they can shape and reuse these
services in response to competitive business realities.
Non-exhaustive examples of electronic commerce participants include
individual creators, film and music studios, distributors, program
aggregators, broadcasters, and cable and satellite operators.
[0451] The Distributed Commerce Utility can, for example, make
optimally efficient use of commerce administration resources, and
can, in at least some embodiments, scale in a practical fashion to
optimally accommodate the demands of electronic commerce growth.
The Distributed Commerce Utility may, for example, comprise a
number of Commerce Utility Systems. These Commerce Utility Systems
can provide a web of infrastructure support available to, and
reusable by, the entire electronic community and/or many or all of
its participants. Different support functions can, for example, be
collected together in hierarchical and/or in networked
relationships to suit various business models and/or other
objectives. Modular support functions can, for example, be combined
in different arrays to form different Commerce Utility Systems for
different design implementations and purposes. These Commerce
Utility Systems can, for example, be distributed across a large
number of electronic appliances with varying degrees of
distribution.
[0452] Such a "Distributed Commerce Utility" provides numerous
additional capabilities and benefits that can be used in
conjunction with the particular embodiments shown in the drawings
of this application, non-exhaustive examples of which include:
[0453] Enables practical and efficient electronic commerce and
rights management.
[0454] Provides services that securely administer and support
electronic interactions and consequences.
[0455] Provides infrastructure for electronic commerce and other
forms of human electronic interaction and relationships.
[0456] Optimally applies the efficiencies of modern distributed
computing and networking.
[0457] Provides electronic automation and distributed
processing.
[0458] Supports electronic commerce and communications
infrastructure that is modular, programmable, distributed and
optimally computerized.
[0459] Provides a comprehensive array of capabilities that can be
combined to support services that perform various administrative
and support roles.
[0460] Maximizes benefits from electronic automation and
distributed processing to produce optimal allocation and use of
resources across a system or network.
[0461] Is efficient, flexible, cost effective, configurable,
reusable, modifiable, and generalizable.
[0462] Can economically reflect users' business and privacy
requirements.
[0463] Can optimally distribute processes--allowing commerce models
to be flexible, scaled to demand and to match user
requirements.
[0464] Can efficiently handle a full range of activities and
service volumes.
[0465] Can be fashioned and operated for each business model, as a
mixture of distributed and centralized processes.
[0466] Provides a blend of local, centralized and networked
capabilities that can be uniquely shaped and reshaped to meet
changing conditions.
[0467] Supports general purpose resources and is reusable for many
different models; in place infrastructure can be reused by
different value chains having different requirements.
[0468] Can support any number of commerce and communications
models.
[0469] Efficiently applies local, centralized and networked
resources to match each value chain's requirements.
[0470] Sharing of common resources spreads out costs and maximizes
efficiency.
[0471] Supports mixed, distributed, peer-to-peer and centralized
networked capabilities.
[0472] Can operate locally, remotely and/or centrally.
[0473] Can operate synchronously, asynchronously, or support both
modes of operation.
[0474] Adapts easily and flexibly to the rapidly changing sea of
commercial opportunities, relationships and constraints of
"Cyberspace."
[0475] Any or all of these features may be used in combination with
the inventions disclosed herein.
[0476] In more detail, as shown in FIG. 14A, matching and
classification utility 900 may include one or more rights operating
system layers 90-1; one or more commerce utility support service
layers 90-4; one or more service application connect layers 90-3;
and one or more service functions 90-B. One or more protected
processing environments 154 may be used to support secure functions
90-D. Matching and classification utility 900 may be controlled, at
least in part, by rights management information such as for
example: [0477] VDE-compatible controls 909; [0478] rules and/or
their consequences; and/or [0479] other rights management
information. Matching and Classification Utility can Interact with
Other Commerce Utility Systems
[0480] FIG. 15 shows that matching and classification utility 900
can interact and interrelate with other commerce utility systems
described in "Shear et al" including for example: [0481] financial
clearinghouses 200, [0482] usage clearinghouses 300, [0483] rights
and permissions clearinghouses 400, [0484] certifying authorities
500, [0485] secure directory services 600, [0486] transaction
authorities 700, [0487] VDE administrators 800, and/or [0488] other
commerce utility systems 90.
[0489] FIGS. 15A-15G show example detailed interactions between
matching and classification utility 900 and these various other
commerce utility systems 90.
[0490] FIG. 15A shows interactions between matching and
classification utility 900 and a financial clearinghouse 200. For
example, matching and classification utility 900 may send the
financial clearinghouse 200: [0491] requests for information,
[0492] class information such as classes and/or class assignments,
[0493] bills and charges, and/or [0494] other information.
[0495] Financial clearinghouse 200 may send matching and
classification utility 900: [0496] money, [0497] audit records,
[0498] payment data, [0499] user data, and/or [0500] other
information.
[0501] FIG. 15B shows example interactions between matching and
classification utility 900 and usage clearinghouse 300. Matching
and classification utility 900 may send the usage clearinghouse
300: [0502] requests for information, [0503] class information such
as classes and/or class assignments, [0504] audit information,
and/or [0505] other information.
[0506] Matching and classification utility 900 may receive from
usage clearinghouse 300: [0507] requests for class information,
[0508] usage and/or rights management information, [0509] audit
records, and/or [0510] other information.
[0511] FIG. 15C shows example interaction between matching and
classification utility 900 and rights and permissions clearinghouse
400. In this example, rights and permissions clearinghouse 400
sends matching and classification authority 900: [0512] controls
sets and/or object information; [0513] requests for class
information; [0514] clearinghouse usage data; and/or [0515] other
information.
[0516] In this example, matching and classification utility 900
sends the rights and permissions clearinghouse 400: [0517] rights
management information such as control sets, [0518] requests for
information, [0519] class related information such as classes
and/or class assignments, and/or [0520] other information.
[0521] FIG. 15D shows example interaction between matching and
classification utility 900 and certifying authority 500. In this
example, certifying authority 500 sends matching and classification
utility 900: [0522] revocation lists, [0523] certificates, [0524]
certifying authority usage information, [0525] requests for
classification information, and/or [0526] other information.
[0527] In this example, the matching and classification utility 900
sends the certifying authority 500: [0528] revocation list checks,
[0529] requests for certificates, [0530] requests for usage
information, [0531] classification related information such as
classes and/or class assignments, and/or [0532] other
information.
[0533] FIG. 15E shows an example interaction between the matching
and classification utility 900 and a secure directory services 600.
In this example, the matching and classification utility 900 sends
the secure directory services 600: [0534] directory lookup
information, [0535] class related information such as classes
and/or class assignments, [0536] requests for information, and/or
[0537] other information.
[0538] In this example, the secure directory services 600 sends the
matching and classification utility 900: [0539] directory services
usage information, [0540] directory information, [0541] requests
for classification information, and/or [0542] other
information.
[0543] FIG. 15F shows an example interaction between the matching
and classification utility 900 and a transaction authority 700. In
this example, the matching and classification utility 900 sends the
transaction authority 700: [0544] class related information such as
classes and/or class assignments, [0545] requests for transaction
usage information, [0546] requests for control sets, and/or [0547]
other information.
[0548] In this example, the transaction authority 700 sends the
matching and classification utility 900: [0549] transaction usage
information, [0550] transaction control sets, [0551] requests for
classification information, and/or [0552] other information.
[0553] FIG. 15G shows an example interaction between the matching
and classification utility 900 and a VDE administrator 800. In this
example, the matching and classification utility 900 sends the VDE
administrator 800: [0554] requests for administration, [0555] class
related information such as classes and/or class assignments,
[0556] requests for node and/or web information, and/or [0557]
other information.
[0558] In this example, the VDE administrator 600 sends the
matching and classification utility 900: [0559] requests for
classification information, [0560] administrative information,
[0561] node and/or user data, and/or [0562] other information.
Matching and Classification Utility System can be in a Hierarchy of
Commerce Utility Systems
[0563] FIG. 16A shows an example of an administrative and support
service hierarchy including matching and classification utility
system(s) 900. In this example, a number of centralized overall
matching and classification utility systems 900 and/or other
Commerce Utility Systems 90 delegate some or all of their work
responsibilities to other Commerce Utility Systems 90. In the
particular example shown, Commerce Utility Systems 154 may provide
services to one or more members of one or more classes, for
example, to members of the class "manufacturing companies in the
Pacific rim." Organizations, such as companies, non-profit groups
or the like may have their own Commerce Utility Systems 156.
Certain electronic commerce or other activities (the entertainment
industry, for example) might have their own vertically-specialized
Commerce Utility Systems 158. Certain geographical, territorial or
jurisdictional groups (e.g., Commerce Utility Systems services
provided with a particular nation or state within nation, one
example of which might be all purchasers of particular products
within the state of Wisconsin) may have their own
territorial/jurisdictional specialized Commerce Utility Systems
160. Commerce Utility Systems 154, 156, 158, 160 lower in the
hierarchy may, in turn, further delegate authorities or
responsibilities to particular consumers, organizations or other
entities.
[0564] In one example arrangement, the Commerce Utility Systems 90
to which authority has been delegated may perform substantially all
of the actual support work, but may keep the delegating Commerce
Utility Systems 90 informed through reporting or other means. In
another arrangement, the delegating Commerce Utility Systems 90
have no involvement whatsoever with day to day activities of the
Commerce Utility Systems to whom they have delegated work. In still
another example arrangement, the more specialized Commerce Utility
Systems do some of the work and the more overarching Commerce
Utility Systems do other parts of the work. The particular division
of work and authority used in a particular scenario may largely
depend on factors such as efficiency, trustedness, resource
availability, the kinds of transactions being managed, and a
variety of other factors. Delegation of clearing authority may be
partial (e.g., delegate usage aggregation but not financial or
rights management responsibilities), and may be consistent with
peer-to-peer processing (e.g., by placing some functions within
consumers' electronic appliances while keeping some other functions
centralized).
Matching and Classification Utilities can Provide Services to
Classes of Nodes, Users, Content Services and/or Transaction
Services
[0565] FIG. 16B shows an example of how Matching and Classification
Utilities 900 can provide services to classes of nodes, users,
content services and/or transaction services. In this example,
matching and classification utility systems 900(1), . . . 900(N)
provide horizontally specialized matching and/or classification
services for different purposes. For example, matching and
classification utility 900(1) serves VDE administrative type
functions by classifying VDE deployment related information and
associated objects. Matching and classification utility 900(2)
specializes in higher education classification tasks. Matching and
classification utility 900(3) specializes in business information
related tasks, and matching and classification authority 900(N)
specializes in trading transactions. Any of these specialties can
be combined together, so that a single utility system 900 can
perform multiple functions or portions of functions.
Multi-Function Commerce Utility Systems can be Organized
Hierarchically or Peer-to-Peer
[0566] FIG. 16C shows a still different, more complex Matching and
Classification Commerce Utility System 900 environment including
elements of both a hierarchical chain of command and a high degree
of cooperation in the horizontal direction between different
multi-function matching and classification utility systems 900. In
this example, there are five different levels of responsibility
with a master or overarching matching and classification utility
system 900(1) on level 1 having the most authority and with
additional matching and classification utility systems on levels 2,
3, 4, and 5 having successively less power, authority, control,
scope and/or responsibility. FIG. 16C also shows that different
matching and classification utility systems 900 on the same level
may have different functions, scopes and/or areas of
responsibility. For example: [0567] a Matching and classification
utility system 900(2)(1) may be a "type A" Matching and
classification utility system, [0568] Matching and classification
utility system 900(2)(2) might be a "type B" Matching and
classification utility system, and [0569] Matching and
classification utility system 900(2)(3) might be a "type C"
Matching and classification utility system.
[0570] On the next level down, Matching and classification utility
systems might be type A Matching and classification utility system
(such as, 900(3)(1) and 900(3)(2)), they might be type B Matching
and classification utility systems (such as, 900(3)(4)), they might
be type C Matching and classification utility systems (such as,
900(3)(5), 900(3)(6)), or they might be hybrids--such as, Matching
and classification utility system 900(3)(3) which is a hybrid
having type A and type B functions. FIG. 16C also shows that
additional clearinghouses on levels 4 and 5 might have sub-types as
well as types.
[0571] A matching and classification utility 900 might break out
along content classes (e.g., movies; scientific, technical and
medical; and software). Subtype A might include first run movies,
oldies, and art films; subtype B might handle journals and
textbooks; and type C might be responsible for games, office,
educational content. Peer-to-peer communications between
clearinghouses could involve differing classes of consumers,
differing jurisdictional classes, differing payment methods
classes, and/or any other class distinction.
Matching and Classification Utility System can be Constructed from
Object-Oriented Service Functions
[0572] FIG. 14A shows Matching and Classification Utility 900 can
be constructed from service functions. FIG. 17 shows in more detail
how a matching and classification utility system 900 can be
constructed based on service functions such as for example: [0573]
automatic class generation, [0574] automatic matching, [0575]
automatic class assignment, [0576] class based searching, [0577]
class based directory, [0578] audit by class, [0579] market
research, [0580] rights management language processing, [0581]
other service functions. Example Detailed Steps Carried Out by
Matching and Classification Utility System
[0582] The next section of the specification describes some example
steps performed by the matching and classification utility 900.
Example Steps to Categorize Objects and/or Users and/or
Appliances
[0583] FIG. 18 shows example steps to categorize objects, and FIG.
19 shows example steps to categorize users 95 and/or appliances
100. The overall categorization steps in these examples are--at
this level--similar to one another. The processes begin by getting
input data (FIG. 18, block 1840, FIG. 19, block 1840'). Next, a
classification and/or categorization method is selected (FIG. 18,
block 1842; FIG. 19, block 1842'). The process then assembles a
data matrix and applies the selected classification method to the
data matrix (FIG. 18, blocks 1844, 1846; FIG. 19, blocks 1844',
1846'). In addition or alternatively, other data reduction methods
may be used (FIG. 18, block 1848; FIG. 19, block 1848'). Next, the
process assigns objects and/or users and/or appliances to the
categories developed by the classification method that has been
applied (FIG. 18, block 1849; FIG. 19, block 1849'). Finally, the
process stores the results in electronic and/or non-electronic
storage in the "write output data" step (FIG. 18, block 1850; FIG.
19, block 1850').
[0584] The "get input data" step 1840, 1840' may involve obtaining
attribute and/or parameter data from various sources including, for
example: [0585] electronic appliance related attribute data; [0586]
user demographic data; [0587] user psychographic data; [0588]
available rights management rules and/or consequences (e.g.,
permissions records); [0589] exercised rights management rules
and/or consequences (e.g., permissions records); [0590] rights
management and/or other audit and/or usage records; [0591] any
third party source of any information, including rights management,
usage, audit, statistical, personal, organizational, political,
economic, social, religious, business, government, medical,
research, academic, literary, military, and/or information and/or
data in any format known or unknown concerning any and all other
topics that may contribute to the definition of at least one class
and/or the assignment of at least one object to a class.
[0592] Detailed example steps for harvesting this data are detailed
below in connection with FIGS. 24-46B. This resulting attribute
data may be accumulated and aggregated together to form a composite
record used as the input to the classification process.
[0593] FIG. 20 shows an example composite record 1852. This
composite classification record may contain attributes derived from
any or all of a variety of rights management and/or other data
"harvesting" processes. For example, composite record 1852 may
include demographic and/or psychographic data obtained by querying
the user 95. It may contain usage data obtained by monitoring audit
information produced by various usage transactions. It may contain
information reflecting user choices concerning rights management
information, the rights management information available to
particular users and/or objects, and rights management processes
actually performed with respect to particular users and/or
particular objects. The information may be analyzed first to
provide statistical and/or other summary information, or
individual, more granular information may be provided. The
composite record 1852 may also contain attributes of particular
electronic appliance 100 installations. The particular example
composite record 1852 shown in FIG. 20 is one non-limiting example
composite attribute record containing attributes obtained through a
number of different "harvesting" processes. The composite record
1852 may be organized in a way to allow easy and efficient
selection of desired attributes in the course of a database lookup,
for example, and to allow easy and efficient selection and/or
coding as input to any aspect of a classification and/or the
assignment of one or more objects to at least one or more
classes.
[0594] The FIG. 21 example cluster analysis process is one example
of steps that may be performed as part of the "apply classification
method(s)" block 1846, 1846' of FIGS. 18, 19. (A classification
method, or any other method described in these processes, may be
utilized as part of a "knowbot", "agent", "traveling agent", and/or
"smart agent", a non-limiting example of which is described in
"Ginter et al", for example, FIG. 73.) In this particular example,
the process selects variables and cases (blocks 1860, 1862, FIG.
21), and then assembles an appropriate data matrix (block 1864). A
conventional cluster analysis is then applied (block 1866, FIG.
21). The clusters may be interpreted to determine what they mean
(FIG. 21, block 1868), or they may be compared with previous
results and if sufficiently similar, they may be assumed to reflect
the same classes as the earlier classification procedure thus
minimizing the need for additional interpretation of the clustering
results. Step 1868 may be performed automatically or manually, or a
combination of automatic and manual processing may be used.
Finally, individual cases may be assigned to individual clusters to
complete the classification process (FIG. 21, block 1870).
[0595] FIGS. 22, 23 show two examples of classification outputs
produced by the FIG. 21 process. In the FIG. 22 example,
information from several individuals has been used to create two
example categories that reflect differing use profiles. More
classes may have been defined than those example classes shown
here. Users assigned to the same class have many more features,
behavior, and/or other attributes in common than each of them does
with members assigned to other classes.
[0596] In example FIG. 22, members of class 1 tend to spend more
per content item purchased, travel abroad more frequently, are more
interested in national and international news, business and travel
information, and generally do not participate in "pay per view"
events and/or content consumption. Members of class 1 also tend to
add new rights and/or modify existing rights management controls
for content, for instance, to add a markup and redistribute the
content in one example, may be less likely to express a religious
preference and/or affiliation, and tend to use the Internet as an
area for "surfing" and exploration.
[0597] Members of class 2 tend to pay less for content purchased,
seldom travel abroad, tend to be interested in sports, religious
content and events, and are more often consumers of movies than are
members of class 1. Members of class 2 are more likely to "pay per
view" than are members of class 1, and are much less likely to add
new controls to content and/or modify rights acquired. Members of
class 2 are more likely to express a religious preference and among
those that do, Protestant denominations are more frequently
mentioned. Members of class 2 may use the Internet, but tend to do
so as part of their work role and responsibilities rather than as
entertainment, hobbies, and other leisure-time pursuits.
[0598] Some methods of classification produce parameter data rather
than assignment of objects to more discrete (or fuzzy or other
kinds of) classes. Instead, this parameter data may indicate the
extent to which an object possesses one or more traits, attributes,
or class characteristics. For instance, a person may have been
assigned to class 1 (call it "the cosmopolitan class") or class 2
(call it "the parochial class") as shown in FIG. 22; however, using
other procedures the same example persons may be assigned parameter
data reflecting the extent or degree to which they are
"cosmopolitan" or "parochial" or some of each.
[0599] In the example process that generates the information shown
in FIG. 23A, data for several individuals has been arranged in a
case (row) by variable (column) matrix and using means known to
those skilled in the arts, subjected to principal components
analysis with subsequent Varimax axis rotation. Components with
eigenvalues >1.0 were retained for subsequent rotation and use.
After rotation, each case was assigned a score on each retained
(and rotated) component. Each score indicates the extent to which
the case has the characteristic represented by the component.
[0600] The hypothetical data in FIG. 23A shows how strongly each
variable (the column of the input matrix) is correlated with the
underlying characteristic or component. For example, "region of the
US" and "Family income" are highly correlated while "owns a sports
utility vehicle" is not.
[0601] Using results such as these plus the input data matrix, a
score is assigned to each case indicating the extent to which they
posses the trait, attribute, characteristic indicated by each
factor or component. The hypothetical data in FIG. 23B shows how
strongly each case--a person or thing--is a member of the class,
and/or possesses the underlying variable represented by each
component. A higher score shows that example case 1 has more of the
underlying component 1 than does example case 3, whose score is
close to zero. Components (factors) may be bipolar with a zero
point and cases whose scores may be positive, negative or zero.
Hypothetical example case 5 has a negative score on this
component.
[0602] This component score information may be used by the matching
and classification utility 900 to define certain other classes,
such as "the class consisting of the top 5% of those who are
cosmopolitan," that is, the 5% with the highest scores on example
component 1. The original scores and/or derivative class
assignments may be included on attribute records with attribute
and/or class information harvested from other sources and/or
through other processes.
Data Harvesting
Example Steps for Collecting Appliance Related Data
[0603] FIG. 24 shows example steps performed by the matching and
classification utility 900 to collect appliance attribute data. In
this example, an electronic appliance 100 may have certain
information associated with it. For example, a VDE administrator
800 may initialize appliance 100 with certain information upon
appliance installation. In this example, the matching and
classification utility 900 can collect this appliance attribute
data and use it as part of a matching and/or classification and/or
selection process. As shown in FIG. 24, the matching and
classification utility 900 may initially specify desired appliance
attribute fields or other information characteristics the utility
is going to collect (FIG. 24, block 1502). The information to be
collected depends upon the purpose and use to which the matching
and classification utility 900 is to put the information to. The
matching and classification utility 900 may use a data dictionary
or other mechanism for specifying the desired types of appliance
information it is going to collect.
[0604] The matching and classification utility 900 next determines
whether it already possesses the desired information for this
particular appliance 100 (FIG. 24, block 1504). For example, the
information may have been previously gathered as part of a prior
process. If the information is already available, the matching and
classification utility 900 sends one or more events to a "create
appliance attribute record" method to process the previously
gathered data (FIG. 24, block 1506). (In all these processes, if
the appropriate method is has been sent previously to a VDE
installation, only the associated administrative events necessary
to activate the method need to be sent in the VDE container.)
Alternatively, if the desired data is not already available ("no"
exit to decision block 1504, FIG. 24), the matching and
classification utility 900 performs the other steps shown in FIG.
24 to collect the appliance attribute data.
[0605] These collecting steps shown in FIG. 24 may include sending
a VDE container 152 with a "create appliance attribute record"
method, and one or more associated administrative events to
activate the method, to the VDE administrator 800 (FIG. 24, block
1508). The next step (FIG. 24, block 1510) may be performed by the
VDE administrator 800 processing the administrative event(s) using
the "create appliance attribute record" method to determine whether
the administrator already has the desired information for the
particular electronic appliance 100. If the operation is successful
("yes" exit to decision block 1512, FIG. 24), the VDE administrator
800 may send, to the matching and classification utility 900, a VDE
container 152 containing one or more administrative events and the
appliance attribute record (FIG. 24, block 1514). If the operation
is not successful ("no" exit to decision block 1512, FIG. 24), the
"create appliance attribute record" method operating at VDE
administrator 800 may, in this example, collect the data directly
from the electronic appliance 100 by sending a VDE container to the
appliance, the container containing a "create appliance attribute
record" method and one or more associated administrative events
(FIG. 24, block 1516). The appliance 100 may itself process the
administrative event(s) using the "create appliance attribute
record" method (FIG. 24, block 1518) to produce the required
appliance attribute record. Appliance 100 may then send a VDE
container 152 containing the appropriate administrative event(s)
and the appliance attribute record to the matching and
classification utility 900 (FIG. 24, block 1520).
[0606] In another example, blocks 1508-1514 may be bypassed
entirely, and the matching and classification utility 900 may
(assuming appropriate authorizations are in place) perform block
1516 to send a container 152 with one or more administrative events
and the "create appliance attribute record" method directly to the
electronic appliance 100.
[0607] FIGS. 25(A) and 25(B) together show example steps performed
by the "create appliance attribute data" method shown in FIG. 24,
blocks 1506, 1510 and 1518. As disclosed in "Ginter et al", the
actual processing steps are performed by one or more load modules
associated with the method. This example method (which, as
explained above, may be performed by the matching and
classification utility 900, the VDE administrator 800, the
electronic appliance 100, any other electronic appliance, or a
combination of any or all of these) first locates the site
configuration record(s) corresponding to the electronic appliance
for which appliance attribute data is to be collected (FIG. 24A,
block 1522). This site configuration record(s) may, for example, be
stored in the electronic appliance secure database. The method next
locates the permissions record for the site configuration record(s)
(FIG. 24A, block 1523). The SPE next determines, based upon the
permission record(s), whether the method has permission to access
and/or use the site configuration record(s) (FIG. 25A, block 1524).
If the method does not have the appropriate permission ("no" exit
to decision block 1524, FIG. 25A), the protected processing
environment 154 reports the failure and reason for the failure, and
the method writes an associated audit record (FIG. 25A, block 1525,
1526) and goes on to process a user configuration record(s). On the
other hand, if the method does have permission to use the site
configuration record(s) ("yes" exit to decision block 1524, FIG.
25A), the method copies the required fields from the site
configuration record(s) to create an appliance attribute record,
and may then write an appropriate audit record (FIG. 25A, block
1527).
[0608] After completing processing of site configuration records,
the method then locates the user configuration record(s)
corresponding to the electronic appliance for which appliance
attribute data is to be collected (FIG. 25B, block 1528). This user
configuration record(s) may, for example, be stored in the
electronic appliance secure database. The protected processing
environment 154 next locates the permissions record for the user
configuration record(s) (FIG. 25B, block 1529). The protected
processing environment 154 determines next, based upon the
permission record(s), whether it has permission to access and/or
use the user configuration record(s) (FIG. 25B, block 1530). If the
method does not have the appropriate permission ("no" exit to
decision block 1530, FIG. 25B), the protected processing
environment 154 reports the failure and reason for the failure, and
the method writes an associated audit record (FIG. 25B, block 1531,
1532) and exits the process. On the other hand, if the method does
have permission to use the user configuration record(s) ("yes" exit
to decision block 1530, FIG. 25B), the method copies the required
fields from the user configuration record(s) to create an appliance
attribute record, and may then write an appropriate audit record
(FIG. 25B, block 1533). The method may then, if desired, create a
new permissions record corresponding to the appliance attribute
record (FIG. 25B, block 1534). If a new permissions record is
desired, the method may include appropriate "shared secrets,"
expiration interval(s), and/or other data in an associated MDE to,
for example, provide a basis for controlling access, use, and
modification of the permissions record.
[0609] FIGS. 26A-26C show examples of appliance attribute records
created by FIG. 25B, block 1532. FIG. 26A shows an example
appliance attribute record that may include, for example, an
appliance identification field 1536(1) and any number of attribute
fields 1538(1) . . . 1538(n). FIG. 26B shows a more specific
appliance attribute record example including an appliance ID field
1536(1), an operating system field 1538(A), a country field
1538(B), a state field 1538(C), a VDE administrator organization
field 1538(D), a VDE version field 1538(E), and a VDE maintenance
level field 1538(F). FIG. 26C shows that different encodings may be
used for any/all of the various attribute fields 1538.
Example Steps for Collecting Demographic Data
[0610] FIGS. 27A, 27B show example steps for collecting demographic
data. In this example, the matching and classification utility 900
initially specifies demographic data fields it is interested in
(FIG. 27A, block 1540). The matching and classification utility 900
next determines whether the required data is already available to
it (e.g., based on previous inquiries responded to by the user 95)
(block 1542, FIG. 27A). If the required data is already available
("yes" exit to decision block 1542, FIG. 27A), the matching and
classification utility 900 may send one or more events to a "create
demographic attribute record" method to process the data (block
1544, FIG. 27A).
[0611] On the other hand, if the required data is not available to
the matching and classification utility ("no" exit to decision
block 1542, FIG. 27A), the matching and classification utility may
send a container 152 to another commerce utility system 90, the
container including one or more administrative events associated
with a "demographic data query" method and a "create demographic
attribute record" method (FIG. 27A, block 1546). The other commerce
utility system 90 may then process the one or more events using the
"demographic data query" method, and write an associated audit
record (FIG. 27A, block 1548). It may determine whether the
required demographic data is available (FIG. 27A, block 1550). If
the information is available ("yes" exit to decision block 1550,
FIG. 27A), the commerce utility system 90 may process one or more
events using a "create demographic attribute record" method in
order to analyze the available demographic data, and write a
corresponding UDE audit record (FIG. 27A, block 1552). The other
commerce utility system 90 may then send appropriate one or more
administrative events and the demographic data attribute record
within a container 152 to the matching and classification utility
900 (FIG. 27A, block 1554)).
[0612] If the required demographic data is not available ("no" exit
to decision block 1550, FIG. 27A), the commerce utility system 90
may send an administrative event to the matching and classification
utility system 900 within a container 152 informing the matching
and classification utility that the required data is not available
(FIG. 27B, block 1556). The matching and classification utility 900
may then send a "demographic data query" method and a "create
demographic attribute record" method within a container 152 (along
with appropriate administrative events to activate such methods)
directly to the user 95 about which demographic information is to
be collected (FIG. 27B, block 1558). The user's electronic
appliance 100 may, in response, process the one or more events
using the "demographic data query" method, which may write an
associated audit record (FIG. 27B, block 1560). If the required
data is not collected ("no" exit to decision block 1562, FIG. 27B,
the user's appliance 100 may send a "failure" message associated
with the appropriate administrative event to the matching and
classification utility 900, and write an associated audit record
(FIG. 27B, block 1564, 1566). If the required demographic data is
successfully collected ("yes" exit to decision block 1562, FIG.
27B), the user's electronic appliance may process one or more
events using the "create demographic record" method supplied by
step 1558, which may write an associated audit record (FIG. 27B,
block 1568). The electronic appliance may then send appropriate
administrative events and the demographic attribute record to the
matching and classification utility within one or more containers
152 (FIG. 27B, block 1570).
[0613] FIG. 28 shows an example questionnaire "pop-up" screen that
may be displayed by the user's appliance 100 as a result of
processing events using the "demographic data query" method of
block 1548, FIG. 27A, and/or block 1560, FIG. 27B. In this example,
information is collected directly from a user 95 by displaying a
questionnaire on a display device that is part of the user's
appliance 100. The questionnaire may ask for various demographic
information such as: [0614] name [0615] address [0616] city [0617]
state [0618] zip code [0619] gender [0620] date of birth [0621]
education level [0622] marital status [0623] number of children
[0624] age of first child [0625] gender of first child [0626] other
information The user is requested to provide the information by
filling in the various fields within the questionnaire. The
questionnaire may assure the user that all information the user
provides will be treated as confidential, by, for example,
disclosing the rules that will be associated with access to and use
of the information.
[0627] Steps similar to those shown in FIG. 25A, 25B may be
performed to create a demographic attribute record based on the
results of a demographic data query. FIG. 29A-29C show examples of
different user demographic attribute information records resulting
from this process. FIG. 29A shows an example demographic attribute
record 1572 including a user ID field 1574 and any number of
attribute fields 1576(1), . . . 1576(n). FIG. 29B shows a more
specific example of a demographic attribute record including, for
example, a user ID number 1574, a gender attribute field 1576(A),
an age field 1576(B), a highest educational level field 1576(C), a
citizenship field 1576(D), a country of residence field 1576(E), a
district field 1576(F), a city field 1576(G), and a street address
field 1576(H). FIG. 29C shows a different detailed encoding example
for demographic attribute record 1572-1.
Example Steps for Collecting Psychographic Data
[0628] FIG. 20 shows example steps that may be performed to collect
user psychographic data. In this particular example, the matching
and classification utility 900 initially specifies desired
psychographic data it requires in order to perform a particular
classification/matching process (FIG. 30, block 1580). The matching
and classification utility 900 determines if the required data is
already available to it (FIG. 30, block 1582). If the required data
is already available ("yes" exit to decision block 1582, FIG. 30),
the matching and classification utility 900 sends one or more
events to a "create psychographic attribute record" method in order
to analyze the available data and provide appropriate psychographic
attributes (FIG. 30, block 1584). If, on the other hand, the
required data is not available to the matching and classification
utility 900 ("no" exit to decision block 1582, FIG. 30),
appropriate steps are performed to collect the required data. In
this example, the matching and classification utility 900 may send
a "psychographic data query" method and a "create psychographic
attribute record" method within one or more containers 152 (along
with appropriate administrative events to activate such methods),
to appropriate repositories that may contain the required data
(FIG. 30, block 1586). If the required data is available from the
repositories ("yes" exit to decision block 1588, FIG. 30), then an
electronic appliance at the repository (in this example) processes
one or more events using the "create psychographic attribute
record" method supplied by block 1586 in order to generate an
appropriate attribute record(s) containing the attribute
information the matching and classification utility 900 is
interested in (FIG. 30, block 1590). This information, and
associated one or more events, may be sent to the matching and
classification utility 900 within one or more containers 152 (FIG.
30, block 1592).
[0629] If the required data is not available from the repository
("no" exit to decision block 1588, FIG. 30), then the repository
may send a "failure" message associated with one or more
administrative events to the matching and classification utility
900 within a container 152 (FIG. 30, block 1594). The matching and
classification utility 900 may, in response, send one or more
administrative events, a "collect psychographic data" and "create
psychographic attribute record" method directly to the user's
electronic appliance 100 within one or more containers 152 (FIG.
30, block 1596). The user's electronic appliance 100 may, in turn,
process the events using the "collect psychographic data" and
"create psychographic attribute record" methods (FIG. 30, block
1598, 1600), and send the resulting attribute data record(s) to the
matching and classification utility (FIG. 30, block 1592).
[0630] FIG. 31 shows an example psychographic questionnaire
"pop-up" screen that may be displayed to the user 95 upon
performance of FIG. 30, block 1598. This questionnaire may collect
various psychographic information from the user, including for
example: [0631] mood information [0632] emotion information habit
information [0633] behavioral information [0634] cognitive
information [0635] medical information [0636] physical information
[0637] patient information [0638] counseling information [0639]
aptitude information [0640] testing information [0641] other
information [0642] combinations of types of information. The
questionnaire may inform the user that all information collected
will be treated as "confidential," and may also, if desired,
indicate that the user will be compensated for providing the
information.
[0643] FIGS. 32A-32C show some example user psychographic attribute
information records 1602 that may be created by FIG. 30, block
1584, 1590 and/or 1600. FIG. 32A shows that a psychographic
attribute record 1602 may include a user ID field 1604 and any
number of attribute fields 1606(1), . . . 1606(n). FIG. 32B shows a
more detailed user psychographic attribute record 1602 example
including a user ID field 1604, a field 1606a indicating whether
the user is introverted or extroverted, a field 1606b indicating
whether the user is a sensing or intuitive person, a field 1606c
indicating whether the user is primarily a thinking person or a
feeling person, a field 1606(d) indicating whether the user is
primarily a judging person or a perceiving person, and a field
1606(e) indicating an overall psychographic/behavioral profile such
as, for example, the iVALS standard provided by SRI. FIG. 32C shows
a different kind of encoding (in this case, binary) for the various
attributes 1606.
Example Method for Determining Attributes Based on Available Rules
and Consequences
[0644] FIG. 33 shows an example method for determining attributes
based on available rules and consequences. The matching and
classification utility 900 may first send one or more
administrative events and a "send permission records" method
request to an electronic appliance 100 within one or more
containers 152 (FIG. 33, block 1610). In response, the appliance
may process the events using the method, which may write an
associated audit record (FIG. 33, block 1612). If this step is
performed successfully ("yes" exit to FIG. 33, decision block
1614), the appliance sends appropriate administrative events and
the requested permission records to the matching and classification
utility 900 within one or more containers 152, and the method
writes an associated audit record indicating it has performed this
transaction (FIG. 33, block 1616). The matching and classification
utility may process events using a corresponding "create attribute
record from permission records" method to obtain attributes from
these provided permission records (FIG. 33, block 1618). If the
step of block 1612 failed (as indicated by the "no" exit to
decision block 1614, FIG. 33), the method may send a "failure"
message to the matching and classification utility 900, and write
an associated audit record (FIG. 33, block 1620).
[0645] FIG. 34 shows a variation on the FIG. 33 example in which
the appliance 100 rather than the matching and classification
utility 900 creates the rules attribute record based on a "create
rules attribute record from permissions records" method supplied by
the matching and classification utility, and then sends the rules
attribute record to the matching and classification utility (see
FIG. 34, blocks 1622, 1624).
Example Method to Construct Attribute Records from Permissions
Records
[0646] FIGS. 35A, 35B show example steps for constructing attribute
records from permissions records. The steps shown in FIG. 35A, 35B
may, for example, be performed as part of the method shown in block
1618 of FIG. 33.
[0647] In this example method 1618, the matching and classification
utility 900 may first check relevant permissions to ensure that it
has the authority to perform the desired transactions (FIG. 35A,
block 1630). For example, the matching and classification utility
900 may examine a permissions record about the permissions records
it has collected, this permissions record it is examining
indicating what entities have authority to perform operations with
respect to the permissions record to be analyzed. Presuming the
matching and classification utility 900 has the appropriate
permission, it opens a permissions to be analyzed (FIG. 35A, block
1632), and performs a sequence of steps 1634-1650 to extract
relevant information from the permissions record. For example,
information from the permissions record header can be copied into
the attribute record (FIG. 35A, block 1634), and then the method
may locate the rights record header (block 1636, FIG. 35A).
Information from the rights record header may be copied into the
attribute record (block 1638, FIG. 35A), along with the identifier
for the corresponding right(s) (blocks 1640, 1642, FIG. 35A). The
process may then recursively locate and harvest data from each
method header contained within the rights record (blocks 1644,
1646, 1648, FIG. 35B). The process may recursively repeat steps
1638-1648 for each rights record within the permissions record (as
tested for by decision block 1650, FIG. 35B). Finally, the entire
process of steps 1632-1652 may be performed recursively for
multiple permissions records to harvest the appropriate rules and
consequences information from each of a number of permissions
records (see decision block 1652, FIG. 35B).
[0648] FIG. 36 shows example steps to perform the "check
permissions" operation shown in FIG. 35A, block 1630. In this
example, the process locates the permissions record from which
information is desired to be harvested (FIG. 36, block 1660), and
then determines whether there is a permissions record for that
permissions record (FIG. 36, decision block 1662). If there is no
permissions record that controls that permissions record (and
assuming that authorization or additional permission is required to
access the permissions record from which information is to be
harvested) (FIG. 36, "no" exit to decision block 1662), the process
reports failure, writes an audit record, and ends (FIG. 36, blocks
1664, 1666, 1668). On the other hand, if there is a permissions
record that controls access to the permissions record from which
information is to be harvested ("yes" exit to decision block 1662,
FIG. 36), the process determines whether that permissions record
for the permissions record enables usage by the matching and
classification utility 900 (FIG. 36, decision block 1670). If the
matching and classification utility 900 does not have permission
("no" exit to decision block 1670, FIG. 36), the process reports
failure, writes an audit record to that effect, and ends (blocks
1672, 1674, 1676, FIG. 36)). On the other hand, if the matching and
classification utility 900 is granted permission ("yes" exit to
decision block 1670, FIG. 36), the process accesses and uses the
permissions record for the permissions record from which
information is to be harvested (FIG. 36, block 1678).
[0649] FIGS. 37A-37C show examples of attribute records containing
information harvested from permissions records. Attribute record
1680-1 shown in FIG. 37A includes a user identification field 1682,
an object identification field 1684, and any number of attribute
fields 1686(1), . . . , 1686(n). The attribute record 1680-2 shown
in FIG. 37B includes, as a more detailed example, a user ID number
field 1682, an object ID field 1684, a right ID field 1686a, a
method identifier field 1686b, another right ID field 1686c, and
corresponding method type fields 1686(d), a further right ID field
1686e and two corresponding method attribute fields 1686f, 1686g, a
further right ID field 1686h and corresponding method attribute
fields 1686i, 1686j.
[0650] FIG. 37C shows a different example in coding for the FIG.
37B example attribute record.
Example Steps for Assembling Rules and Consequences
[0651] FIG. 38 shows example steps for assembling rules and
consequences. In this example, the matching and classification
utility 900 may send one or more administrative events and a "get
user rights table" method within a container 152 to an electronic
appliance (FIG. 38, block 1690). The electronic appliance 100
processes the one or more events using the "get URT" method, which
may writes an associated audit record (FIG. 38, block 1692). The
method then determines whether the associated URT records are
available (FIG. 38, decision block 1694). If the records are not
available ("no" exit to decision block 1694, FIG. 38), the method
sends a failure notice to the matching and classification utility
900, and writes an associated audit record (block 1696, FIG. 38).
If, on the other hand, the URT records are available ("yes" exit to
decision block 1694, FIG. 38), the method packages the URT records
and associated one or more administrative events into a container
152, and sends the container to the matching and classification
utility 900 (FIG. 38, block 1698). The matching and classification
utility 900 may then process the administrative events using a
"create attribute record from URT" method in order to extract or
harvest the information from the URT(s) (FIG. 38, block 1700).
[0652] FIG. 39 shows another example sequence of steps for
assembling rules and consequences. In this example, the matching
and classification utility 900 sends one or more administrative
events and a "create attribute record from URT" method to the
electronic appliance 100 that stores or has access to the user
rights table information (FIG. 39, block 1702). The appliance then
processes the events using the method sent to it, and the method
writes associated audit information as it processes (FIG. 39, block
1704). If the URT records are available and the step completes
successfully ("yes" exit to decision block 1706, FIG. 39), the
method sends the resulting URT attribute record(s) and one or more
administrative events to the matching and classification utility
within a container 152, and writes corresponding audit information
to an audit trail (FIG. 39, block 1710). On the other hand, if an
error condition arises either because the URT records are not
available or because the method for some other reason cannot
complete successfully, the method sends a failure notice within a
container 152, and writes an associated audit record ("no" exit to
decision block 1706, FIG. 39, block 1708).
[0653] FIGS. 40A, 40B show example steps performed by blocks 1700,
1704 to "create attribute record from user rights table." The
method begins by checking associated permissions for the user
rights table records (FIG. 40A, block 1720). Assuming that
appropriate user and/or group permission is available, the method
next locates the user rights table (FIG. 40A, block 1722), and then
begins recursively analyzing the user rights table information to
harvest desired attribute information from it (FIG. 40A, blocks
1724 and following). In this particular example, the method locates
the user rights table record (block 1724, FIG. 40A, and then
locates the first rights record header within the first user choice
record within the URT record (blocks 1726, 1728, FIG. 40A). The
method copies rights record header information to the attribute
record (block 1730), and then locates the right identifier and
copies that to the attribute record (blocks 1732, 1734). The method
then recursively locates each method header within the user rights
table right record, and copies corresponding attribute information
to the attribute record (blocks 1736, 1738, 1740, FIG. 40B). Steps
1728-1740 are performed recursively for each rights record within
the user choice record (see FIG. 40B), decision block 1742), and
the above steps are performed recursively for each user choice
record within the user rights table (see decision block 1744, FIG.
40B). Additionally, steps 1724-1744 are performed recursively for
each user rights table record within the user rights table (see
FIG. 40B, decision block 1746). As a last example step, the method
creates a permissions record that controls access and use of the
attribute record it has created (FIG. 40B, block 1748).
[0654] FIG. 41 shows example steps performed by the check
permissions block 1720 shown in FIG. 40A. For example, the sequence
of steps may begin by locating a corresponding permissions record
(FIG. 41, block 1750) and then determining whether there is a
permission record corresponding to the corresponding user rights
table entry (FIG. 41, decision block 1752). If there is no such
entry ("no" exit to decision block 1752), the method may report
failure, write an audit record, and end (blocks 1754, 1756, 1758,
FIG. 41). If there is a corresponding permissions record ("yes"
exit to decision block 1752, FIG. 41), then the permissions record
may be examined whether it enables usage for the matching and
classification utility 900 (decision block 1760, FIG. 41). If the
permissions record does not enable usage by the matching and
classification utility 900 ("no" exit to decision block 1760, FIG.
41), the method may report a failure, write an audit record, and
end (blocks 1762, 1764, 1766, FIG. 41). On the other hand, if the
matching and classification utility 900 does have the required
permissions to enable usage ("yes" exit to decision block 1760,
FIG. 41), the method may access the permissions record (if any) for
the user rights table for use in controlling access to the user
rights table itself (block 1768, FIG. 41).
[0655] FIGS. 42A-42C show example rights attributes records 1770
that may be obtained from the processes above. The FIG. 42A example
rights attribute record 1770-1 includes a user or group ID field
1772, an object ID field 1774, and any number of attribute fields
1776(1), . . . , 1776(n). The more detailed example rights
attribute record 1770-2 shown in FIG. 42B includes a user ID number
field 1772, an object ID field 1774, a right ID field 1776a and
corresponding method attribute field 1776b, another right ID field
1776c and corresponding method attribute field 1776d, a right ID
field 1776e and corresponding method attribute fields 1776f, 1776g,
and another right ID field 1776h and corresponding method attribute
field 1776i.
[0656] FIG. 42C shows how the rights attribute record 1770 can be
encoded numerically as opposed to using characters, as one
example.
Example Steps for Assembling Usage Audit Records
[0657] FIG. 43 shows example steps for assembling usage audit
records for purposes of matching and/or classification. In this
example, the matching and classification utility 900 may send one
or more administrative events and a "get audit records" method to a
VDE appliance 100 within a container 152 (FIG. 43, block 1780). The
appliance 100 may process the one or more events using the "get
audit records" method, which may write an associated audit record
(block 1782, FIG. 43). If the audit records are not available ("no"
exit to decision block 1784, FIG. 43), the method may send a
failure notice within a container to the matching and
classification utility 900, and may then write an associated audit
record (FIG. 43, block 1786). On the other hand, if the audit
records are available ("yes" exit to decision block 1784), the
method may send one or more administrative events and the audit
records within a container 152 to the matching and classification
utility 900, and write an associated audit record (block 1788, FIG.
43). The matching and classification utility 900 may then process
the one or more administrative events using a "create attribute
record from audit record" method in order to extract or harvest the
information from the audit record it will use to perform matching
and/or classification (block 1790, FIG. 43).
[0658] FIG. 44 shows another sequence of example steps that may be
used to assemble usage audit records for purposes of matching
and/or classification. In the FIG. 44 example, the matching and
classification utility 900 sends one or more administrative events
and a "create attribute record from audit record" method to an
electronic appliance 100 within one or more containers 152 (FIG.
44, block 1792). The appliance 100 may then process the one or more
administrative events using the "create attribute record from audit
record" method, which may write an associated audit record (block
1794, FIG. 44). The method may determine, in this process, whether
audit records are available (FIG. 44, decision block 1796). If no
audit records are available ("no" exit to decision block 1796), the
method may send a failure notice to the matching and classification
utility 900 (FIG. 44, block 1798). On the other hand, if audit
records are available, the method may create the corresponding
usage attribute records and associated administrative event(s),
package them into a container 152, send the container to the
matching and classification utility 900, and write corresponding
audit records (FIG. 44, block 1799).
[0659] FIGS. 45A, 45B show example steps for performing the method
(shown in FIG. 44, block 1794, for example) of creating attribute
record(s) from audit records. In this example, the method first
locates the audit records in a secure database or other storage
facility (FIG. 45(A), block 1800). The method next selects an
appropriate UDE audit record to analyze (FIG. 45(A), block 1802),
and determines whether a permission record is available that
applies to this particular audit record (FIG. 45(A), decision block
1804). If a permissions record is required and is not available,
the process reports failure, writes an associated audit record, and
ends (FIG. 45 blocks 1806, 1808, 1810). If, on the other hand, a
required permissions record is available ("yes" exit to decision
block 1804, FIG. 45), the process determines whether the
permissions record grants the device or process permission to use
the audit record(s) for this particular purpose (decision block
1812, FIG. 45). If such permission is not available ("no" exit to
decision block 1812, FIG. 45A), the process reports failure, writes
an associated audit record, and terminates (FIG. 45A, blocks 1814,
1816, 1818).
[0660] If any applicable permissions record is available and grants
permission to the matching and classification utility 900 ("yes"
exit to decision block 1812), the process determines multiple audit
records need to be analyzed together as an overall event (FIG. 45A,
decision block 1820). For example, an "atomic transaction" in which
multiple steps are performed to achieve an overall result may have
multiple audit records (e.g., from multiple appliances 100) that
may need to be analyzed together in order to make sense out of the
overall transaction. As another example, an object may have
subparts (e.g., sub-objects) on which operations can be
performed--but it may be important for matching and/or
classification purposes to analyze the results of such multiple
operations together in order to determine appropriate attribute(s)
for matching and/or classification. If it is necessary to aggregate
multiple audit records together for analysis (decision blocks 1820,
1822, FIG. 45A), then the process proceeds to analyze those audit
records together and create corresponding summary transaction
information (FIG. 45A, block 1824).
[0661] The process next determines whether it needs to produce
aggregated audit statistics in order to perform the associated
matching and/or classification operation (FIGS. 45A, 45B, decision
block 1826). For example, multiple operations may be performed on a
certain object. It may be important to know statistics about such
operations (e.g., the number of times the object was opened on a
certain day, the number of users who opened the object in a certain
time period, etc.). If such aggregated statistics are required
("yes" exit to decision block 1826, FIG. 45B), the process proceeds
to create such aggregated statistics (block 1828, FIG. 45B).
[0662] The process next copies selected audit record information to
an audit attribute record (FIG. 45B, block 1830). The process then
determines whether it needs to process more audit records (decision
block 1832, FIG. 45B). If more audit records are required to be
processed ("yes" exit to decision block 1832, FIG. 45B), control
returns to FIG. 45A, block 1802 to select the next audit record.
Otherwise ("no" exit to decision block 1832, FIG. 45B), the process
creates a permissions record associated with the newly created
attribute record(s) (FIG. 45B, block 1834), and completes.
[0663] FIGS. 46A, 46B show example usage attributes/statistic
records that the FIG. 45A-B process may create. The FIG. 46A
attribute record 1830-1 may include, for example, a user ID 1832,
an object ID 1834, and any number of attribute fields 1836(1), . .
. , 1836(n). The more detailed FIG. 46B example attribute record
1830-2 includes a user ID number 1832, an object ID 1834, a right
ID 1836a and associated method characteristic 1836b, another right
ID 1836c and associated method 1836d and associated statistic
1836e, a further right ID 1836f and associated method attribute
1836g, another right ID 1836h and associated methods 1836i, 1836j,
and associated additional attributes 1836k-1836o. The
characteristics shown in fields 1836k-1836o could, for example, be
derived from an aggregate of any number of individual audit records
recording individual transactions associated with the object
identified in field 1834.
Examples
[0664] The following are some non-limiting examples of how Matching
and Classification Utility 900 may be useful in certain
applications.
Example: Matching and Classification Utility 900 Can Support
Narrowcasting or "Push" Distribution Models Based On Classes
[0665] Interactions with content, transactions, and other events on
the World Wide Web are mainly driven today by following chains of
hypertext links, using various search engines, and/or indexes, to
say nothing of just plain luck and persistence, to find interesting
and/or useful content and/or services. Time consuming and generally
inefficient, these search activities share in common the feature
that each consumer must intentionally "pull" desired content from a
Web site to their computer after successfully identifying specific
content or services of interest at that time. The present
inventions also support "pull" models--a topic to be addressed
shortly. However, the present inventions also support narrowcasting
or "push" models of content distribution as well.
[0666] In one example, the matching and classification utility 900
can facilitate much more automated and therefore more efficient and
effective content creation, access and/or distribution services
that "push" information and/or services to users. Example FIG. 47
shows an example "information push" model 2000 in which an
arbitrary number of users 2001(1)-2001(n) each have a VDE node
(e.g., a protected processing environment 154) installed on their
appliances. These example appliances may be of any kind, including
computers, so-called Web television or Web-TV, DVD appliances with
some form of backchannel, a settop box with a "back channel", and
so on.
[0667] Perhaps with the permission of the user or other authority,
such as an administrator within an organization, the VDE node
collects various usage information or "info exhaust" according to
the rules and usage consequences provided by one or more value
chain participants. At times specified by default and/or by the
associated rules and consequences, audit records are sent, in this
example, in VDE containers 2006(1)-2006(n) to a usage clearinghouse
300, which in turn, may send all or a portion of these audit
records in a VDE container 2008 to the matching and classification
utility 900. The audit records may contain rights management
information, including, but not limited to the amount of usage, the
amount paid, if any, the payment method used, if any, VDE control
sets, and/or data that identify various attributes of the node,
user, and/or known and/or used object(s). The audit records may
also contain information about objects known to the VDE node
(objects with PERC records--see FIGS. 35A, 35B and associated
discussions) and/or objects that have been used (objects with URT
entries--see FIGS. 40A-40B and associated discussions) on the
node.
[0668] The matching and classification utility 900 may also receive
from one or more providers 2010 content objects 2003 themselves,
for example, information in text format and/or metadata 2005
associated with content objects. Using at least one classification
method, the matching and classification utility 900 may create at
least one object class hierarchy, object class, object
classification scheme, object category and/or object category
scheme using at least some rights management information and assign
at least one object to at least one category and/or class.
[0669] The matching and classification utility 900 takes the usage
information and other rights management information received from
the VDE nodes and/or other information sources and may create at
least one category and may assign at least one node and/or user to
a category and/or class. In FIG. 47, the matching and
classification utility 900 sends a VDE container 2002 to content
provider 2010 with information showing the classes of content used
by one or more nodes and/or users along with a request that the
provider 2010 send similar content back to one or more users 2001.
At least one content provider 2010 then sends at least one VDE
container 2004 to user A with content and/or information about
available content that may be of interest to user A given the
history of content usage as reflected in VDE audit records and/or
other rights management information. In this "push" example,
classes of content or information about available content may be
pushed automatically from (a class of) content providers to one or
more members of class of users and/or nodes. Consequently, users do
not have to search as intensely, if at all, for content of interest
to them.
[0670] In this example, user A receives content that may be most
like content the user has already used, perhaps like content used
most frequently in the recent past. The present inventions also
support the matching and classification utility 900 and/or content
provider sending content that is in a class or classes more distant
from topics of prior and current interest to a particular user
and/or group of users. Certain classification methods familiar to
those skilled in the arts may provide quantitative indicators of
distance that, in turn, may be used as at least one criterion for
selection.
[0671] In another example, matching content to users and/or nodes
may be based in part on class assignments that are in turn based in
part on information concerning user preferences solicited by the
matching and classification utility 900 or other value chain
participant, such as a market research firm, advertising agency,
provider, distributor, VDE administrator 800, or other Commerce
Utility System.
[0672] Although the matching and classification utility 900 and/or
content provider may send "more of the same," in another example
the present inventions support providers at least occasionally
sending content more distantly related to the user's apparent
interests to determine if the user's circle of interest might be a
little larger than that indicated by past usage and other, related
rights management information alone.
[0673] In another example, providers may from time to time send
content unrelated to the user's apparent interests that may
nevertheless reflect the interests of persons and/or groups sharing
at least one attribute with the user. For instance, the matching
and classification utility 900 may, by sending a VDE container with
appropriate user and content class information, suggest to a
provider that user A receive content similar to content used by
another member or members in the same group or class as user A. In
one example, the matching and classification utility 900 may
suggest sending business information related to a particular
vertical market segment because others in the same class as user A
have paid attention to that market.
[0674] In support of various content narrowcasting or "push"
models, the matching and classification utility 900 may provide
content class related information to a "subject switch" or "subject
mapper," which in turn, matches participants desiring information
in one or more specified classes with one or more sources of
content in the requested class or classes.
[0675] The non-limiting subject switching example 2050, FIG. 47A,
shows a number of customers 2053(1)-2053(n) each with an appliance
2052(1)-2052(n) such as a personal computer. Other arrangements may
include appliances such as a WebTV interface and/or an intelligent
"settop box" connected to an interface device that uses one or more
(digital) TVs for display. Still other arrangements may include an
NC computer without a local hard disk logically connected to at
least one server, a personal digital assistant with a network
connection, and/or any other appliances with suitable processing,
storage, and communications capabilities.
[0676] Referring again to FIG. 47A, each customer appliance 2052
may have a VDE secure node installation 2054 incorporating a
protected processing environment 154, as described in "Ginter et
al", and messaging services software 2058 that manages
communications with other appliances. (In an alternative example,
some appliances may lack secure nodes or sufficiently secure nodes,
and receive appropriate one or more protected processing
environment 154 based services from one or more servers and/or
peers.) These appliances may be located in the same physical and/or
logical environment, such as on the same local area network, and/or
may be distributed across wide area networks such as multi-location
corporate Intranets and/or the Internet itself. Among other tasks,
messaging services 2058 "listens" for messages destined for that
particular appliance or for broadcast messages intended for at
least one appliance in the set of appliances that receive the
broadcast. In certain instances no appliance may actually be
"listening." In other examples, the messaging services 2058 may
incorporate delivery assurance capabilities that assure delivery
through use of explicit or implicit acknowledgments of receipt
combined with the ability to retransmit information that has not
been acknowledged. Messaging services 2058 may be designed such
that an operator may select from one or more delivery assurance
levels, for example "no receipt acknowledgment," "retry n times,
then notify operator if not received," "retry until a certain
date/time, then notify operator if not received," "retry n times
and/or until a certain date/time, no operator notification
necessary," et cetera.
[0677] Messaging services 2058 may use the secure node 2054 to
package one or more messages in a VDE secure container that may
also include one or more sets of rules and usage consequences that
may be associated with one or more messages in the container as
described in "Ginter et al". In this example, messaging services
2058 then sends the secure container to one or more destinations
using, for instance, TCP/IP and/or some other network protocol(s).
Also, messaging services 2058 may broadcast a VDE container to one
or more other customers 2053.
[0678] In this example, a customer 2053 uses application 2060 to
persistently request or "subscribe" to one or more particular
classes of content. For example, a highly detailed class might
include "business information concerning the US market share of PC
vendors, information in text format, costing less than a dollar per
item, and for which the subscriber receives the right to excerpt at
least one whole paragraph, provided that the excerpted amount
constitutes less than 25% of the entire item based on word count."
This same and/or another application may also be used to interact
with instances of content in the desired class, for example, by
displaying information on a computer screen and/or another output
device in accordance with the rules and usage consequences
associated with that item. If a user no longer has an interest in
one or more classes, they may also use the same (or similar)
application 2060 to "unsubscribe" from a particular subject, or
specify further narrowing or broadening criteria to adjust the flow
of content from one or more classes.
[0679] Items in the desired class or classes may be available from
more than one content source 2074(1)-2074(n). To enhance the
efficiency of locating content of interest to the subscriber or
other participant, the matching and classification 900 may have
created such a class definition and assigned one or more content
items to that class. In one example, the matching and
classification 900 may have sent one or more methods, and
administrative events necessary to invoke the method(s), in a VDE
secure container to one or more content sources 2074 where the
classification methods are executed. Such methods may, for example,
assign content items to one or more classes. One or more object
and/or item identifiers may have been transmitted to the matching
and classification utility 900 along with class assignments for
each item. If the matching and classification utility 900 has not
previously created the desired class and assigned items to it, in
response to a request from the subject switch 2051, the matching
and classification utility 900 may do so using any appropriate
combination of one or more such classification methods and
procedures. The matching and classification utility 900 may create
at least one object class hierarchy, object class, object
classification scheme, object category and/or object category
scheme using at least some rights management information and assign
at least one object, item, and/or subscriber to at least one
category and/or class.
[0680] Subsequent to receipt of the request and/or "subscribe"
message from the customer 2053, the subject switch 2051 may query
the matching and classification 900 for content sources 2074 that
have items in the desired class or classes. The matching and
classification utility 900 may respond with information indicating
known sources of information in the desired class(es), if any. The
subject switch 2051 may then send a VDE container to the
appropriate content source(s) 2074 indicating that certain
customers 2053 are interested in items in the desired class and
that the content source 2074 should send items in this class to
this customer 2053 and/or groups of customers, and/or include such
content in broadcasts which may be received by such
subscribers.
[0681] The content sources 2074 may have already received class
definitions and class assignment information from the matching and
classification utility 900 and/or may have received from the
matching and classification utility 900 or another party to the
transaction one or more classification methods and associated
events to invoke one or more of these methods to perform
classification and/or class assignment processes.
[0682] In one arrangement, the content source 2074 may send the
desired items directly to the subscribing customers 2053 by using
the messaging services 2058 and subject switch 2051 to publish each
item as it becomes available for distribution. In another example,
the content source 2074 may broadcast the information such that
subscribers' messaging services 2058 will have the opportunity to
access the such items from a broadcast. The content source 2074 may
call on messaging services 2058 to use the VDE secure node to
package the item in a VDE container along with associated rules and
usage consequences and then send that container such that one or
more listening messaging services 2058 on other appliances
2052(1)-2052(n) will receive it. Based on subject information
contained in the message header and/or in unencrypted (but
optionally protected for integrity) areas of the VDE container, the
listening messaging services 2058 may identify the message as
belonging to a subject class it is listening for, then use the VDE
node to open the container and view or otherwise use the item in
accordance with that item's associated rules and usage
consequences.
[0683] In another arrangement, the subject switch 2051 may be
located on each customer appliance 2052(1)-2052(n). Using messaging
services 2058, each subject switch 2051 may communicate with the
matching and classification utility 900 to locate sources of
content matching the subscribed classes. In this example, the
subject switch 2051 on the local appliance then uses the messaging
services 2058 to communicate with one or more content sources 2074
indicating classes of content to which it wishes to subscribe.
Using the messaging services 2058, one or more content sources 2074
may directly send and/or broadcast items in the desired classes to
subscribing customers 2053 in VDE secure containers along with
associated rules and consequences. In another arrangement, the
content source 2074 may send one set of rules and usage
consequences that apply to members of one or more item classes,
thus potentially improving the efficiency of distribution and of
rights management. In another example, the rules and content items
may be sent in separate VDE containers. In this example, the
messaging services 2058 and subject switch 2051 listen for messages
that are addressed to those customers who subscribe to a particular
content item class and makes those items available to customers
using an application 2060.
[0684] In another arrangement, messaging services 2058 and/or
subject switch 2051 may be installed and run on network routers,
network switches, one non-limiting example being ATM switches, and
other packet and/or cell switches.
Example: Digital Broadcasting Based on Matching and
Classification
[0685] "Shear et al" discloses a Digital Broadcasting Network
("DBN") that may function as a cooperative of Web sites and, for
example, service providers, with a central and perhaps regional and
logical (e.g., market based) headquarters groups, or it may
function as a for profit, shareholder corporation in a business
model reminiscent of television broadcast companies (e.g., NBC), or
it may function as a cooperative or virtual corporation that has
some mix or combination of mixes of the above attributes and employ
distributed peer to peer, hierarchical, and centralized
administrative business relationships and activities.
[0686] In one example, plural corporations may join together to
provide the advantages of size and coordination with individual
participants providing some degree of specialty expertise and the
body of entities coordinating together in some fashion in a
"higher" level cooperative or corporation.
[0687] FIG. 48 shows one non-limiting example 2100 of a DBN that
includes one or more DBN Web servers 2104(1)-2104(n) and one or
more Web users each with VDE nodes. Users are attracted to a
specific DBN server (or servers) because it provides access to
specialized content and/or services 2108. Based at least in part on
rights management information 2110 collected from DBN servers, for
example, controls associated with the most frequently requested
information, the matching and classification utility 900 creates
categories of content (and/or services) and assigns DBN servers to
one or more classes according to their specialization(s). The
matching and classification utility 900 may create at least one
class hierarchy, class, classification scheme, category and/or
category scheme using at least some rights management information
and assign at least DBN server and/or at least some information to
at least one category and/or class.
[0688] For example, one DBN server may specialize in consumer
sports information while another may specialize in legal
information. DBN servers may specialize in plural content (and/or
service) areas. This class and class assignment information is
provided to DBN servers, to content (and/or service) providers, or
both.
[0689] The matching and classification utility 900 in one example
sends VDE containers 2112 to content sources 2102 indicating
specific classes of content that should be sent to one or more DBN
servers 2104. Using this information, content providers
2102(1)-2012(n) then send content in these categories in VDE
containers 2106 that match the categories of most frequently hit
and/or consumed content on a DBN server 2104(1)-2104(n). (In
another example, other information may be used as the basis of
classification, matching, and selection.) For instance, the
matching and classification utility 900 sends a VDE container
2112(2) to content source 2102(1) with instructions to send content
in categories 1, 11, and 15 to DBN server 1 (2104(1)). This content
may, in turn, be sent to one or more consumers in VDE containers
2108(1), 2108(3).
[0690] In one aspect, this example process is analogous to hard
goods manufacturers and distributors keeping Wal-Mart shelves
stocked with those items in greatest demand based on point of sales
and inventory data. One difference, of course, is that in this
example, the DBN server is stocked with intangibles in the same or
similar class as the intangibles sold rather than providing
replacements for hard goods that have been sold off the shelf. In
another example, a DBN server may send its classification data to
content providers along with a request that they send more of the
same. The request may be sent independently of the class
information.
[0691] In another example, the matching and classification utility
900 may receive content and/or rights management information from
providers and go on to create classes of content and/or content
providers in which the classes may be partly defined using rights
management data. Content on one class may, among other things, be
distinguished from content in another class by price, payment
methods, usage opportunities (e.g., available for printing,
available for viewing pay-per-use), usage consequences, and/or
specific permissions. The matching and classification utility 900
may subsequently send a communication, perhaps in a VDE container,
to providers indicating that they send content in one or more
specified classes to at least one DBN server.
[0692] Non-limiting example FIG. 48 shows that the DBN 2100 may
consist of video 2202 and/or audio 2203 content providers who send
certain categories of video and/or audio content 2206 to DBN
servers 2204(1)-2204(n) based on the categories of content each
server may specialize in, which, in turn, may be determined at
least in part on frequency of usage and/or other rights management
information sent in VDE containers 2213 to the matching and
classification utility 900, or to a usage clearinghouse 300 and
then to a matching and classification utility 900. (In another
example, other information may be used as the basis of
classification, matching, and selection.) The matching and
classification utility 900 sends VDE containers 2212 to content
sources indicating that they should send content in specific
categories 2206 to specific DBN servers 2204. In turn, each DBN
server 2204(1)-2204(n) delivers video 2208 and/or audio 2209 in VDE
containers to parties interested in such content. In another
example, a VDE container may hold both video and audio and/or any
other content type.
Example: Matching and Classification Utility 900 can Also Support
"Pull" Distribution Models Based on Classes
[0693] Notwithstanding the noted trend toward "push" content
delivery models, the present inventions also enhance the
efficiency, focus, specificity, and convenience of content "pull"
models. In one example 2300 (FIG. 49), the matching and
classification utility 900 sends in VDE containers 2306(1)-2306(n)
at least one administrative event and/or associated method that
performs classification and/or class assignments to a VDE-aware
appliance. The administrative events and method(s) are processed
under the control of the VDE node. In one example, the results of
processing the classification method may indicate at least one
class of content and/or services of interest to a user and/or node.
The classification method may also create at least one class
hierarchy, class, classification scheme, category and/or category
scheme using at least some rights management information and assign
at least one service and/or at least some content to at least one
category and/or class.
[0694] Subsequently, a VDE container 2308 may be sent to a provider
2302 with information indicating at least one class of content,
services, transactions, rules and/or usage consequences, such as
the ability to modify, excerpt and/or reformat, and/or events and a
request that that the provider send content and/or pointers to
services that meets the stated criteria and/or descriptive
information about such content, services, transactions, and/or
events to the requesting user and/or node. The request may, for
example, be initiated explicitly by the user and/or node or may be
initiated by the node according to one or more administrative
events and associated methods and/or control sets. In turn, the
content provider 2302 sends a VDE container 2304 to the requesting
user 2306(1) with content that matches the desired selection
criteria and/or profile.
[0695] The user may elect to use, consume, purchase, and/or rent
one or more content objects (or use one or more services). As this
one example shows, the user pulls in content and/or interacts with
services by matching at least one class indicating user preferences
with at least one class of content objects and/or services and/or
transaction types.
Example: the Enterprise Distributed Matching and Classification
Utility
[0696] Businesses and other organizations may be concerned with
privacy and confidentiality regarding information and/or services
used within the company. This concern may be manifest regardless of
whether the information and/or services originated inside and/or
outside the organization. Thus some organizations may have strong
incentives to take advantage of the present inventions by operating
a distributed matching and classification utility 900 to provide
matching and classification services within the enterprise while at
the same time maintaining a higher degree of confidentiality and
privacy by selecting and/or limiting the nature, range, and detail
of information sent outside the organization.
[0697] FIG. 50 shows an example 2400 of an entity 2406 that has one
or more VDE enabled appliances and users 2420(1)-2420(5) on a
corporate Intranet 2418. These appliances may be, for example,
computers, workstations, mainframes, or more specialized devices,
such as supercomputers and/or graphics workstations for animation
and special effects. The company may also operate internally one or
more Commerce Utility Systems, perhaps including a financial
clearinghouse 200, a usage clearinghouse 300, and a matching and
classification utility 900. The company may also operate at least
one content server 2414. These commerce utility systems and servers
are also connected to the company Intranet 2418. The company 2406
also maintains one or more connects to the Internet 2402. (In
another example the company may maintain connections to at least
one private network operated by themselves and/or another party in
addition to, or instead of one or more connections to the public
Internet.) The content server(s) may provide access to internal,
proprietary company information and/or to external, often
commercial information. The internal content server may act as a
gateway to external providers 2404(A)-2404(C) and/or may host
commercial content locally on a content server 2408.
[0698] In one example, VDE audit records and/or other rights
management information are sent in VDE containers 2412 from one or
more VDE nodes 2420 to the enterprise usage clearinghouse 300 which
may forward at least some of this usage information in VDE
containers 2410 to the enterprise matching and classification
utility 900. The enterprise matching and classification utility 900
may also collect from internal information sources 2414 information
in addition to audit and rights management information, such as
information in a human resources, accounting, and/or budgeting
database containing data about company employees. These data may
indicate, in one example, titles and responsibilities within the
company, budgets allocated for external information and/or
services, authority to spend, and budget remaining. The budget and
financial information may have come in part from the financial
clearinghouse 200. The matching and classification utility 900 may
also create at least one class hierarchy, class, classification
scheme, category and/or category scheme using at least some rights
management information and assign at least service and/or at least
some content to at least one category and/or class.
[0699] In one example, using at least some VDE rights management
data, for example, whether certain information can be viewed by
anyone, by any employee, or only by employees in certain job
classes, such as "manager," the enterprise matching and
classification utility 900 creates one or more categories and
assigns one or more employees and/or VDE nodes to one or more topic
categories. These categories may, for example, indicate content
and/or service topics, subjects, and/or content areas of potential
interest to each employee and/or groups of employees sharing at
least one attribute in common, for example, similar interests
and/or responsibilities.
[0700] In turn, the enterprise matching and classification utility
900 sends to at least one external content and/or service provider
2404 on Internet 2402 one or more VDE containers 2424 with
information that indicates categories of interest. The content
providers 2404 may themselves be specialized; in one example, a
content provider may specialize in general business and financial
news while another may specialize in scientific, medical, and/or
technical information. In another example, a single content and/or
service provider may provide an extremely broad range of content
and/or services.
[0701] The external provider may send at least one VDE container
2422(1) with content and/or rules and consequences and/or metadata
about content and/or services to a content server internal to the
enterprise. In another example, such VDE container(s) 2422(2) may
be sent directly to an employee and/or one or more groups of
employees. The information sent by the external provider is
tailored to, or in some way responsive to the content and/or
service categories requested by the enterprise matching and
classification utility 900.
[0702] In another example, the enterprise matching and
classification utility 900 itself may be a distributed commerce
utility implemented on more than one computer and/or other
appliance within the enterprise. These several matching and
classification utility 900s may serve different geographic areas
and/or may themselves specialize in particular content and/or
service areas.
[0703] In another example, the enterprise matching and
classification utility 900 send class and/or class assignment
information to a matching and classification utility 900 in another
organization that, in turn, may be part of a common value
chain.
Example: Chain of Handling and Control Entails Class-Based Rules
and Usage Consequences
[0704] VDE-based value chain management or "chain of handling and
control" disclosed in "Ginter et al" enables, amongst other things,
plural parties to independently contribute rules and usage
consequences under the authority and/or control of more senior or
prior participants in the value or distribution chain. Class-based
rules may play a role in the efficiency and effectiveness of
creating, operating, and/or extending value chain processes.
[0705] FIG. 51A shows an example 2500 of a publisher ABC 2502 using
a VDE packaging application 2510 to put into a VDE secure container
2512 sets of rules and usage consequences that may vary according
to class. In this non-limiting example, the class is "content
type." The publisher may have rights in a wide variety of content
and content types. Consequently, the publisher may create rules for
text objects that may differ from rules for audio objects.
[0706] The publisher 2502 sends the class-based rules and usage
consequences to a first creator 2504 who also has installed VDE on
her or his appliance 2516 and who has also been given one or more
certificates and/or other digital credentials by the publisher
(and/or trusted third party) indicating that he is indeed a creator
authorized by the publisher 2502. The publisher has included rules
that allow only authorized value chain participants to package
content using publisher provided rules and/or to modify, enhance,
extent, and/or change some or all of the publisher's rules.
[0707] The first creator 2504 then uses a VDE packaging application
2510 to package an image he has created in a VDE container 2514
according to the rules provided by the publisher and with the
addition of the creator's own rules. In one example, the first
creator contributes rules that implement a one-time 50 cent charge
to the consumer for opening and viewing the creator's image. The
creator may also contribute rules reflecting his wish to receive
audit records with information concerning the consumer and/or
context in which the image was used. These creator rules and usage
consequences are contributed generally independently of the rules
and usage consequences contributed by the publisher. Note that the
VDE container 2514 now holds at least the publisher's 2502 rules
for each object class, the first creator's image and his associated
rules and usage consequences.
[0708] A second creator 2506 receives the VDE container from the
first creator and using a VDE packaging application 2516 adds a
text file to the container 2520 along with her rules and usage
consequences. As before, she also has a certificate and/or other
digital credential(s) identifying her as authorized by publisher
ABC to add and/or modify content and rules and usage consequences.
As in the case of the first creator 2504, she adds her text and
rules and usage consequences generally independently of controls
contributed by prior participants. She may, in one example, prevent
printing of the text and charge $1.00 the first time a consumer
opens and views the text.
[0709] The VDE container 2508 now holds text and rules and usage
consequences contributed by creator 2 (2506), an image and rules
and usage consequences contributed by creator 1 (2504), and the
class based rules (and perhaps other rules as well) contributed by
example publisher ABC 2502.
[0710] Creator 2 (2506 sends the VDE container 2508 to publisher
ABC 2502 who then sends the container 2522 directly and/or
indirectly to consumers. When the consumer uses the content, the
rules and usage consequences of all three value chain participants
(and of other possible participants as well, distributors and
repackagers, for example) are applied.
[0711] Example 2600, FIG. 51B shows that the publisher 2602 may
have sent a VDE container 2612 with various rules and usage
consequences to a matching and classification authority 900 who may
classify the rules and send the rules and their class assignments
to a rights and permissions clearinghouse 400. The matching and
classification utility 900 may also create at least one class
hierarchy, class, classification scheme, category and/or category
scheme using at least some rights management information and assign
at least one rule to at least one category and/or class.
[0712] An authorized first creator 2604 may send a VDE container
2617 to the rights and permissions clearinghouse 400 asking for
rules in the class "rules for authorized creators, for image
objects, from publisher ABC." The rights and permissions
clearinghouse 400 returns a VDE container 2614 with rules in the
requested class. The first creator 2604 uses a packaging
application 2616 to package his image using these rules plus rules
and usage consequences reflecting his rights and wishes and sends
the VDE container 2614 to the second creator 2606.
[0713] The second creator 2606 also sends a VDE container 2619 to
the rights and permissions clearinghouse 400 asking for rules and
consequences in the class "rules for authorized creators, for text
objects, from publisher ABC." The rights and permissions
clearinghouse 400 returns a VDE container 2621 with rules and
consequences in the desired class. The second creator 2606 uses a
packaging application 2618 that determines that she is a creator
authorized by publisher ABC 2602 and goes ahead and adds her text
object and her rules and consequences to the VDE container 2608,
which is then sent to the publisher ABC 2602 for further
augmentation, vending, and/or distribution to other value chain
participants.
Example: Secure Directory Services May Provide Class and Class
Assignment Information
[0714] Whole industries have arisen to target communications to
individuals, organizations, groups, and/or other classes sharing at
least one common attribute, and/or to provide directories from
which others can locate individuals, organizations, groups, and/or
other classes. Examples of these industries include direct
marketing, advertising, yellow and white pages directories,
directories of directories, and various electronic and paper
membership lists and professional directories.
[0715] In addition to identifying information such as names, e-mail
addresses, physical mailing addresses, phone numbers, fax numbers,
and/or similar attributes, the secure directory services 600 may
also provide information about class membership(s) for individuals,
devices, services, groups, and/or organizations. The non-limiting
example 2700 shown in FIG. 52 includes a secure directory service
600 that has received class and class assignment information for
one or more individuals 2716(1)-2716(n). The class assignment
information is shown in the bottom four rows of the directory
record 2718(1) for one individual.
[0716] In this example, a content provider 2702 sends a VDE
container 2704 to a secure directory services 600 asking whether
the service can provide a list of individuals in class "AF." The
requested class could be any class defined by one or more
attributes and may be based on usage profiles that include rights
management information, non-exhaustive examples of which include
price, payment methods accepted, permitted operations, meters, and
privacy controls.
[0717] The secure directory services 600 returns to the content
provider in a VDE container 2706 an indication that there are
presently 57 individuals known to that service in class "AF." In
turn, the content provider 2702 sends a VDE container 2708 with at
least one piece of content and/or rules and usage consequences back
to the secure directory services 600 along with instructions
requesting that the secure directory services 600 forward the
content and/or control sets to each of the 57 members of class "AF"
who might be interested in this piece of content. The secure
directory services 600, in turn, forwards the content and/or
controls (in VDE containers 2714(1)-2714(n)) to members of class
"AF," who may elect to interact with the content in accordance with
their associated rules and consequences.
[0718] In another example, the secure directory service 600 may
send identifying information 2710 directly to the content provider
2702 who may then send content 2712 in one or more classes directly
to one or more members 2716(1)-2716(n) of the class. The secure
directory services 600 may, for example, include permissions for
the class information that have expiration dates and/or limits on
the number of times the information can be used.
Example: Matching and Classification Utility 900 Supports
Class-Based Micro-Merchandising and Micro-Segmented Sales
Processes
[0719] The present inventions may be used in support of services as
well as content distribution based business. Example 2800 (FIG. 53)
shows a travel company 2801 sending a VDE container 2810 to a
matching and classification utility 900 requesting information on
those individuals who may be interested in certain combinations of
leisure-time activities. These classes might have been defined at
least in part on the basis of usage and other rights management
information 2816, for example, the kind of leisure-time information
recently looked at, for how long, and/or its cost, and/or the kind
of Web sites recently frequented, sent from consumer VDE nodes
2802(1)-2802(n) to the matching and classification utility 900,
and/or to a usage clearinghouse 300 who, in turn, sends at least
some of the usage information (or a summary form of such
information) to the matching and classification authority 900.
Classes may also be defined using information gathered directly
from the consumer 2818, perhaps under the control of VDE. The
matching and classification utility 900 may also create at least
one class hierarchy, class, classification scheme, category and/or
category scheme using at least some rights management information
and assign at least one consumer, service, and/or at least some
information to at least one category and/or class.
[0720] Example FIG. 53 shows that a consumer 2802(1) has recently
indicated a preference and/or interest in skiing, music, and flying
to Colorado. Another consumer 2802(n) has indicated a preference
for and/or interest in surfing Hawaii. These preferences may be
determined at least in part on the basis of rights management
information. In response queries sent in one or more VDE containers
2810 from the travel company asking for interest and preference
information, the matching and classification utility 900 returns
one or more VDE containers 2812 with identifying and class
information. The travel company may send information about already
existing vacation packages and/or packages specially created to
meet the specific interests of one or more individuals, for
example, information about skiing in Colorado, and rock concerts
2604 to consumer 2802(1) and information 2614 about surfing Hawaii
to consumer 2802(n). The recipients may send VDE containers 2806 to
the travel company 2801 indicating agreement to buy the package
offered or may request additional information or may negotiate
terms and conditions such as price, departure date, insurance, and
the like. These negotiations may be conducted using the inventions
described in "Ginter et al", FIGS. 75A-76B using VDE
negotiations.
[0721] Both services and/or hard goods may be offered to particular
persons, nodes, groups, and/or entities based on the class
membership of the potential purchaser and the class membership of
the goods and/or services to be purchased. Thus in another example,
the travel company could have included the purchase and/or rental
of the skis or of the surf board.
Example: Matching and Classification Utility 900 Supports Trading
in Hard Goods
[0722] Business to business trading in goods and/or services may be
substantially facilitated through services provided by the matching
and classification utility 900. Information on certain classes of
goods and services may be delivered to certain people, groups, or
entities based on the class membership of the recipient. In one
example, these various class memberships may be determined using
control set and audit information regarding trading preferences
and/or transaction patterns. In another example class membership
may be determined by actions and/or information provided by at
least one value chain participant.
[0723] Example 2900 (FIG. 54) shows a buyer A 2904 sending a VDE
container 2908 to a trading company 2902 with a request asking if
trading company will sell company A one or more desired items.
Trading company 2902 may then send a VDE container 2910 to a
matching and classification utility 900 with a query asking who can
supply the desired items under terms and conditions that are also
included in the container. Since these terms and conditions may be
the subject of negotiations, they may be in a format conducive to
VDE-based negotiations as described in "Ginter et al" FIGS.
75A-76B.
[0724] The matching and classification utility 900 may send
inquiries 2910 to one or more suppliers 2906(A)-2906(N) and/or may
have already received information and/or associated control sets
from suppliers in VDE containers 2912. Based on the request from
trading company 2902 and supplier 2906 information obtained 2912,
the matching and classification authority 900 returns a VDE
container 2916 indicating that in this one example, suppliers A
2906(A) and Z 2906 (N) can provide goods in the class(es) defined
by trading company's 2902 request(s) 2910. In turn, trading company
2902 sends at least one VDE container 2918 to buyer A 2904
indicating that they will sell buyer A the previously requested
items under the enclosed terms and conditions. In another example,
there may be some VDE-based (see "Ginter et al", FIGS. 75A-76B)
negotiations between the various parties in this value chain,
including between trading company 2902 and buyer A 2904.
[0725] In another example, buyer A 2904 may consult the matching
and classification authority 900 directly and may then purchase
directly from one or more suppliers 2906.
Example: Matching and Classification Utility 900 Supports
Securities Trading/Brokering
[0726] In addition to hard goods, the matching and classification
authority 900 may also support securities trading. Example 3000,
FIG. 55, shows the matching and classification authority 900
sending to a VDE-aware appliance with one or more stock trading
related applications 3004 a VDE container 3010 with an
administrative event and method (as described in "Ginter et al")
for classifying equities related information, including, as
non-limiting examples, current and historical price, volume, and
index information, financial performance data for publicly held
companies, forecasts, risk management information, options and
futures, and the like. The classification method may also utilize
rights and permissions, including access control information,
permitted operations, and/or expiration times and/or dates for
rights management information. The classification method may also
create at least one class hierarchy, class, classification scheme,
category and/or category scheme using at least some rights
management information and assign at least one element to at least
one category and/or class.
[0727] In turn, using the VDE aware appliance 3004, the stock
trader 3006 sends a smart object 3012 to at least one information
source 3002 asking for information in at least one class identified
by the classification method. In one example, the class may be
information concerning "publicly traded companies with annual
revenue greater than $500M in the healthcare sector in which the
CEO has been in place less than 5 and greater than 1 year and with
access restricted to customers (rather than available to anyone)
with access and use expiring in 90 days." The information
provider(s) 3002 returns a VDE container 3014 with information
meeting and/or more closely meeting the stated class criteria.
Based upon this and other information, the trader 3006 may go ahead
and enter an order for at least one trade in at least one stock
3008. In another example, the trader may create or obtain methods
that trade automatically in certain classes of securities.
Example: Matching and Classification Utility 900 Supports Trading
in Currency and Debt Instruments
[0728] Among the classes of great value to traders are the classes
of items whose trading maximize profits and/or minimize losses.
Example 3100, FIG. 56, shows a trader in currency and/or debt
instruments 3102 sending a VDE container with market and other
financial and economic information and VDE control set information
3108 to a matching and classification authority 900 with a query
3114 asking the matching and classification authority 900 to
identify the class of currency trades and/or debt instrument trades
that maximizes profit and/or minimizes losses. The matching and
classification authority 900 applies one or more methods to the
data and returns at least one class definition 3112, the assignment
of possible trades to that class 3110, and relevant control set
information, such as controls indicating who may see the
information, and those that prevent unauthorized modification of
the information. The matching and classification authority 900 may
also return methods for executing the trade. The matching and
classification utility 900 may also create at least one class
hierarchy, class, classification scheme, category and/or category
scheme using at least some rights management information and assign
at least some trading information to at least one category and/or
class.
[0729] The example trader 3102 examines the recommendation and
sends VDE containers 3118 (A, B) with trade methods and control
sets to a foreign exchange market 3104 and/or to a debt instrument
market 3106 where the trades are consummated. The markets send back
VDE containers 3116(A, B) with audit information indicating the
results of the trading order. In another example, the matching and
classification authority 900 may be instructed to send trading
orders directly to the market(s) for execution. In another example
the trader may send a VDE container to at least one source of
relevant information asking that source to send certain information
to the matching and classification authority 900. In another
example, having established the desired trade(s) using the matching
and classification authority 900, the trader may place the trade by
phone and/or computer and/or other communications device without
using VDE.
Example: Matching and Classification Utility 900 Supports Consumers
Locating Services that are Members of a Specified Class
[0730] The services of the matching and classification authority
900 may also benefit consumers by locating certain classes of
services. Example 3200, FIG. 57, shows a consumer sending a VDE
container 3206 to a matching and classification authority 900
asking, "which banks are in class A?," where class A are "those
banks that offer the highest savings interest, no ATM fees,
online/Web banking using VDE, insured accounts, free checking with
balances larger than $2,500, "image" statements (where check images
rather than the actual checks are returned), and complete privacy
protection (except where legally required to disclose) for VDE
based banking transactions.
[0731] The example matching and classification authority 900 sends
a query in a VDE container 3208 to one (or more) information
sources 3202 and receives one or more VDE containers 3210 with the
requested information. The matching and classification authority
900 then determines which bank or banks meet the stated criteria of
the consumer 3204 and then sends a VDE container 3212 with the
answer to the consumer, in this example, banks A, B, and C. The
consumer 3204 may then go ahead and execute a financial
transaction, for example, transferring funds from one bank to a
bank identified by the matching and classification utility 900 as
offering higher interest rates, while being assured of maximal
privacy for this (and perhaps other) transactions.
[0732] In another example, after determining which banks are in the
desired class, the matching and classification authority 900 may
send a VDE container to one or more banks saying that the consumer
wishes to know about their services and requesting the bank to
contact the consumer directly. The bank may send controls ensuring
the privacy of future interactions with the customer. For example,
controls that apply to audit records such that only the bank and
the consumer will have permission to access these records.
Example: Matching And Classification Authority 900 Supports
Class-Based Software Distribution
[0733] VDE and the inventions disclosed in "Ginter et al" at last
provide a way of ensuring that the efforts expended on creating
software will be rewarded since the software can now be
persistently protected, usage information can be collected, and
payment ensured. These inventions also support micropayments and
microtransactions, thus creating a world in which the price of
software objects--any kind of objects actually--may become very
small. Pay per use, rental, rent to own, and other pay as you go
pricing models together with VDE may create a new explosion of
creativity in software design and creation, since use prices will
be low and providers can be assured of receiving payment.
[0734] The present inventions provide opportunities for software
providers to more efficiently market their wares. Example 3300,
FIG. 58, shows a number of users with VDE installed on their
appliances 3304(A-F). These people are using software (and other
content). VDE meters usage of various objects and sends audit
records in VDE containers 3306(A-F) to a usage clearinghouse 300,
which then sends audit records 3308 to the matching and
classification authority 900. A software distributor 3302 sends a
VDE container 3310 to the matching and classification authority 900
with a query asking who is in the class, "buys Java applets, with
pay per use pricing, and for which the cost per use is between
$0.0001 and $0.001 ?"
[0735] The matching and classification authority 900 returns a VDE
container 3312 with a list of names and (network) addresses of
those matching, or most nearly matching the desired
characteristic(s). The software distributor 3302 then sends at
least one VDE container 3314 with at least one software object,
and/or a pointer to a software object, in this case a Java applet,
and perhaps other relevant information, such as VDE control sets
and/or various metadata describing some aspect of the object, for
example, what it does, what it costs, etc. The user may then elect
to use the object or not. In another example, instead of
individuals or VDE nodes, the users might be groups of nodes,
users, organizations, parts of an organization, and others that can
be identified as belonging to at least one class. In this case, the
software may be offered to some or all members of class, group
and/or organization.
Example: Matching & Classification Utilities Provide Services
to Authenticated Classes of Nodes, Users, Content Services and/or
Transaction Services
[0736] Among the ways in VDE nodes, users, content services, and/or
transaction services can be authenticated is through the use of
certificates and/or other digital credentials issued by an
appropriate trusted third party, a certifying authority 500, for
instance, that warrants and/or attests to some fact or facts, which
may include membership in one or more classes, including the
identity class. FIG. 59 shows a non-limiting example 3400 in which
a number of matching and classification authority 900(1-N)s, each
of which may provide its services to different classes, where class
membership is authenticated using certificates and/or other digital
credentials. In other examples, additional authentication
mechanisms may be used in combination with, or instead of
certificates, such as information known only to the user, VDE node,
and/or appliance, including passwords, cryptographic keys,
information stored in hardware, and/or software.
[0737] In example 3400, FIG. 59, commerce participants including,
the matching and classification authority 900, may make rules and
consequences conditional on class definitions and/or the assignment
of members to a class. Class membership may be authenticated by a
certificate and/or other digital credential issued by one or more
commerce participants in addition to, and/or instead of a trusted
third party such as a certifying authority 500. For example, a
certificate and/or other digital credential may attest to user
identity, that is, that a user is the user he or she claims to be.
Nodes, devices, networks, servers, clients, and services, are other
non-limiting examples of other commerce elements that may be
authenticated with certificates and/or other digital credentials.
Any commerce participant may issue a certificate, but other
participants are not required to accept a given certificate as an
authenticator.
[0738] FIG. 59 shows multiple matching and classification
authorities 900(1)-900(N), each of which may provide services to
members of a particular class, in these non-limiting examples, to
nodes in a particular deployment (matching and classification
authority 900(1)), in a particular vertical segment and/or
institution of society, such as Higher Education (matching and
classification authority 900(2)), one or more value chains, such as
business information content providers (matching and classification
authority 900(3)), and/or a particular transaction and/or service
arena, such as hard goods trading (matching and classification
authority 900(n)). Other commerce utility systems, a certifying
authority 500 shown in FIG. 59, for instance, may also provide
services to a class. In each of these instances, the services of
the matching and classification authority 900 may depend upon
finding certain authenticating certificate(s) and/or other digital
credentials on the appropriate VDE nodes.
[0739] For example, matching and classification utility 900(1)
provides services to nodes 3410(1-n) in the deployment 3402
administered by VDE administrator 800. Each node may have a
certificate 3412 issued by certifying authority 500(1) that
provides services to this deployment.
[0740] In another example, certifying authority 500(2) provides
certificates and/or other digital credentials to participants in a
higher education value chain 3404 consisting of an arbitrary number
of colleges and universities 3416(1)-3416(n), providers 3418(1) and
students 3418(n), and a matching and classification utility 900(2)
that provides classification, matching, and selection services to
higher education 3404. In one example, the matching and
classification utility 900(2) only provides services to value chain
participants who have a certificate 3420 issued by certifying
authority 500(2).
[0741] Matching and classification utility 900(3) services can be
provided only to members of one or more classes based on
certificates issued by a certifying authority 500(3). In one
example, the class is participants in a business information value
chain 3406, comprising an arbitrary number of content providers
3424(1)-3424(n), an arbitrary number of users and/or consumers of
business information 3422(1)-3422(n), and a certifying authority
500(3) that issues certificates and/or other digital credentials to
members of the value chain 3406.
[0742] In addition to membership in certain deployment,
institutional, and/or content usage classes, the matching and
classification authority 900(4) may provide services to members of
a certain transactional value chain, in one example, traditional
transactions 3408. In this example, a certifying authority 500(4)
issues certificates 3432 to one or more companies 3428(1)-3428(n)
and one or more trading companies 3430(1)-3430(n). In another
example, other participants may receive certificates and/or other
digital credentials, including banks and financial institutions,
government authorities, for example, tax and/or customs
authorities, consumers, suppliers, and/or transportation companies.
The matching and classification utility 900(4) provides services
only to those entities and/or individuals in possession of the
appropriate certificate 3432 indicating that the holder of the
certificate is an authenticated participant in one or another
trading value chains.
[0743] In other examples, a commerce utility system may provide
services to more than one class where class membership is indicated
by at least one certificate and/or other digital credential issued
by a certifying authority 500 and/or value chain participant. In
one example, matching and classification authority 900 might
provide services to the class "Higher Education" and to the class
"K-12 Education."
[0744] Possession of a certificate and/or other digital credential
may be among the information used to classify a node, user,
appliance, device, entity, and/or other commerce participant, and
rules and consequences can be made conditional on membership in one
or more authenticated classes and/or on the degree of confidence
the rule provider has in the trustedness of the certificate and/or
other digital credential issuer. In one example, a discount to
higher education may be larger if the root for chain of trust for a
given certificate is a well-known, highly respected and trusted
third party, such as an authoritative accrediting organization, and
smaller if the root belongs to the MIS department of a small
college. In this example, the provider is willing to grant a higher
discount when there is higher certainty that the recipient is in
fact a member of a specific class or classes.
Example: Matching and Classification Authority 900 Supports Control
Sets Based in Part on Employee Classes, Content Classes, and/or
Certificates and/or Other Digital Credentials
[0745] Chain of handling and control enables, amongst other things,
multiple organizations to work together in secure, trusted,
efficient, cooperative commerce processes. One way in which the
present inventions extend these ideas is through control sets with
rules and usage consequences that may be based in part on classes
and the assignment of persons, entities, devices, content,
services, or other process elements to classes of one kind or
another by the matching and classification authority 900.
[0746] One example technique to classify employees is at least in
part according to their roles and responsibilities within an
organization. The matching and classification utility 900 supports
classification, matching, creation and/or modification of VDE
control set(s) based at least in part the class assignment of
individual and/or groups of employees. In part by virtue of their
employee classification, at least one employee may receive certain
rights management information, for example, permission to access
certain classes of information or permission to perform one or more
permitted operations, transactions and/or events.
[0747] Example 3500, FIGS. 60A-60C shows a nurse 3504(1), physician
3504(2), and billing clerk 3504(3) all work directly for an example
hospital. The present inventions are in no way limited to
hospitals, but apply to any organization, group, entity, and/or
institution with at least some defined roles and responsibilities
and/or other class definitions that apply to employees, members,
and/or others associated, affiliated, and/or employed by the
organization, group, entity and/or institution. Rights management
information may be part of the claim definition, for example,
permissions to view, modify, excerpt, and so on.
[0748] Control sets may provide permissions conditional on employee
class, for example, certain classes of employees may modify certain
information and/or classes of information in a database while
others may not. Class membership may be indicated by digital
credentials, non-limiting examples of which include digital
certificates and digital membership cards. Controls may be
conditional on other information as well, for example, some
computers and/or display devices may not show certain classes of
data or updates to certain data elements may not be performed from
certain computers or display devices.
[0749] Another example role is a representative 3504(4) of an
insurance company 3508, who may have access to certain classes of
hospital information by virtue of her or his class membership(s),
some of which may derive from her or his role in the insurance
company 3508 and/or from the insurance company's relationship with
the hospital and/or with some of the hospital's patients and/or
staff. The present inventions are not limited in application to an
insurance company, but may be applied to any individual, group,
organization, entity, and/or institution with whom the example
hospital and/or other entity has some form of relationship.
[0750] An example insurance company 3508 have received a
certificate in a VDE container 3534 issued by certifying authority
500(1) attesting to the identity of the insurance company. In
another example, this certificate and/or one or more additional
certificates may attest to the fact that the insurance company has
the appropriate charter, licenses, and other grants of authority to
be in the health insurance business. The certifying authority
500(1) may also send a certificate in a VDE container 3532
attesting to hospital's identity. In another example, this
certificate and/or one or more additional certificates may attest
to the fact that the hospital has the appropriate charter,
licenses, and other grants of authority to provide hospital and
related services.
[0751] The insurance company 3508 may have sent one or more control
sets to the hospital in a VDE container 3542. These controls may be
based in part on one or more certificates 3530 and/or on the
classification output of an example matching and classification
utility 900(2) operating within and/or on behalf of the insurance
company 3508. The controls in container 3542 may indicate which
individuals are actually employees of the insurance company,
employee membership in one or more classes, permissions associated
with that individual and/or class, and/or permissions associated
with specific devices, communications channels (devices, ports,
etc.), and/or processes. In this one example, the hospital matching
and classification utility 900(1) may create controls using the
same and/or additional classes and controls received from the
insurance company 3508.
[0752] The insurance company 3508 may also provide one or more
certificates to the hospital attesting to the fact that one or more
information sources within the insurance company are to be take by
the hospital as trusted sources. Lastly, in this regard, the
insurance company may issue one or more certificates on behalf of
each employee attesting that each is in fact an employee of the
company and may have certain authorizations.
[0753] In example 3500, FIGS. 60A-60C, a matching and
classification utility 900(1) has identified various classes of
hospital employees using information from at least one hospital
information system 3502 and/or VDE node. The matching and
classification utility 900(1) may also make use of certificates
issued by a certifying authority 500(1) outside (a trusted third
party) and/or a certifying authority 500(2) inside the hospital.
Using data dictionaries 3522, patient records 3520, various
employee information 3524, automated procedures, and/or other
means, the matching and classification utility 900(1) creates
classes 3526 of patient record information and associates one or
more control sets 3528 with each class of information and/or with a
patient record as a whole. These control sets may specify who has
permission to use and/or modify the record and/or an element(s) of
the record that has been assigned to one or more classes on which
the control set(s) may in part depend. In one example, the class
based controls 3528 may be combined with other hospital and/or
other party controls, controls from the insurance company 3508, to
create new controls 3510(1)-3510(n) associated with patient records
3512(1)-3512(n).
[0754] The example nurse 3504(1) and physician 3504(2), for
example, may be able to view, modify, print, and/or copy patient's
name, address, and other similar descriptive information, next of
kin, insurance, and medical information in accordance with controls
3510(1) and 3510(2), respectively. In another example, some members
of the class "nurse" and/or the class "physician" may have
different permissions by virtue of membership in one or more
additional classes. A physician who is in the class "hospital
administration" may have different permissions, for example, to
billing records.
[0755] A billing clerk 3504(3) in the hospital may not have
permission in control set 3510(3) to view medical information
and/or next of kin, and in this example may be restricted to name
and other patient descriptive information, insurance information,
and billing information from the patient record. A representative
3504(n) of the insurance company may have permission by virtue of
control set 3510(n) to view, but no permission to modify, print, or
copy patient record 3512(n). In each of these examples, the VDE
control sets are at least partially conditional on the presence
and/or absence of certain certificates indicating membership in one
or more classes.
[0756] The present inventions may be applied to any information,
person, group, device, network, service, database that pertains to
any commerce activity whatsoever, and regardless of whether the
parties to the commerce activity are individuals, groups, entities,
organizations, institutions, nations, and/or societies.
Example: Matching and Classification Authority 900 Supports Classes
and Matching Based in Part on Workflow and Work Process
Automation
[0757] Not only do the present inventions enhance commerce
processes that principally entail information, but the present
inventions enhance workflow and work process automation as well.
Example 3600, FIG. 61, shows PCs 3608(a-c) functioning as station
controllers connected to various manufacturing devices 3610(a-c).
These station controllers that exchange data and instructions with
the equipment they control and/or manage. The station controllers
are VDE-enabled. In another example, the manufacturing equipment
may also have VDE nodes installed.
[0758] An example work in progress (WIP) and/or manufacturing
control application 3606 keeps track of the overall manufacturing
processes and exchanges information with other applications not
shown, such as materials management, materials ordering, order
databases, logistics, inventory, accounts payable, accounts
receivable, general ledger, human resources, time cards, and the
like.
[0759] An example employee 3602 of the company sends a query 3612
in a VDE container 3604 to an enterprise matching and
classification utility 900 within the company asking, "which
VDE-controlled equipment will be available 3rd shift today, for 2
hours, capable of performing operations xyz with a nominal error
rate of less than 0.0001 percent?" The enterprise matching and
classification utility 900 may request data 3616 from the
WIP/manufacturing process control application 3606 and/or may
already have access to the required data, indicating equipment
availability, security level, capabilities, and statistical error
rates. The WIP/manufacturing process control application 3606 may
return a VDE container 3618 with the requested information. Based
upon the query and available information, the matching and
classification utility 900 responds by sending a VDE container 3620
to the employee 3602 with the answer, "equipment B and equipment
C." In turn, the employee 3602 sends another VDE container 3622 to
the WIP/manufacturing process control application 3606 with VDE a
control set(s) indicating B and C should be scheduled for 2 hours
on 3rd shift to do xyz operations. As part of this particular chain
of handling and control, the WIP/manufacturing process control
application 3606 sends VDE container 3624 to the VDE-enabled
station controllers for equipment B or C with control sets that
schedule work and specify the manufacturing processes and/or
"recipes" for those specific equipment 3610(b) or 3610(c). In turn,
the respective station controllers carry out their instructions and
report progress and completion in VDE containers 3626 sent back to
the WIP/manufacturing process control application 3606, which may
in one example, provide results to other applications and/or to the
employee who originally requested the work to be scheduled and
performed.
Example: Matching and Classification Authority 900 Supports Classes
and Matching Based in Part on Government/Societal Commerce
Administration
[0760] Among the rightsholders in commerce processes of all kinds
are societies and governments. Governments may foster rules
indicating that certain classes of individuals may have not have
access to certain classes of content. Some classes of information
may be treated as members of classes that define permissions, such
as "confidential," "secret," "top secret," and so on. Other
non-limiting example governmental rights may address permissions
for import, use, and/or export of certain classes of hard goods,
services, currency and financial instruments, and content.
Travelers entering the United States, for example, are usually
asked about currency (and currency equivalents) being brought into
the country by the traveler. Children, for example, may be
prohibited as a matter of law by governments from viewing content
in the class "sexually explicit."
[0761] Another example of government rights is that different tax
rules may be applied to different classes of electronic commerce
transactions using VDE. Example 3700, FIG. 62A-62B, shows a
certifying authority 500 operated by and/or on behalf of a
government issuing a certificate and/or other digital credential
indicating jurisdiction, namely, country. The certificate is sent
in a VDE container 3710(a) to a VDE administrator 800. The
government certifying authority 500 also sends certificates in VDE
containers 3710(b)-3710(n) to the government matching and
classification authority 900 attesting to the "country," in one
example, the United States, and another certificate 3716 attesting
to the fact that the matching and classification authority 900 is
indeed an authorized service of the United States government.
[0762] In one example, the government matching and classification
authority 900 has created tax class definitions 3712 and tax
control sets 3714 that apply those definitions in various classes
of circumstances, including the presence of certain control-related
information, such as an appropriate country certificate from an
authorized issuer of such jurisdictional certificates. The tax
class definitions 3712, tax control sets 3714, and government
authority certificates 3716' are sent in at least one VDE container
to a rights and permissions clearinghouse 400, who, in one example,
redistributes the tax class definitions 3712(1), tax class control
sets 3714(1), and/or government authorization certificate 3716(1)
to content providers 3702, service providers 3704, and other value
chain participants. The certifying authority 500 also sends country
certificates to one or more VDE administrators 800 who, in turn,
send country certificates 3710' to VDE nodes 3706(A)-3706(n) in
their deployment. When content provider 3702 distributes content of
any kind, the appropriate tax control sets 3714(A) are also
included in the VDE container. A tax control set is applied
whenever content is used in accordance with a tax class and
provided that the appropriate jurisdictional certificate 3710' is
present on the VDE node 3706(a). For instance, a VDE node may have
a tax control set to be applied to sales of a class of content,
specifically, to the class of "software." Whenever a software vend
occurs, the appropriate tax is applied according to these
rules.
[0763] In another example, the various country and government
authority certificates may be sent directly from the certifying
authority 500 to one or more VDE nodes 3706. The VDE controls that
implement tax policy for one or more classes may also be sent
directly to VDE nodes 3706 and/or to VDE administrators 800.
Example: Classification May be Used in Automatically Selecting the
Proper Display Context Based on Classes of Information
[0764] Content objects may be displayed using one or another
formats according to class membership of that object. In example
3800, shown in FIG. 63A, a matching and classification utility 900
provides content class information 3810 to information providers
3802. A consumer 3807(1) previously has sent a VDE container to a
provider of sports information 3802(1) indicating interest in
"class b" stories, and perhaps other classes as well. The sports
information provider 3802(1) sends back a VDE container 3808(1)
with one or more stories in "class b," perhaps "all stories about
baseball, New York, Yankees, history, heroes with permission to
print" an example of which is 3814(1), along with, in this example,
one or more VDE control sets. The VDE container 3808(1) is received
by a customer 3807(1) who then displays the content 3814(1) using
one or another page formatting technologies based on macros,
scripts, administrative events, methods, and/or other techniques.
Also included in the VDE container is an image 3812(1) that was
selected by the information provider as especially appropriate to
the class of story being sent. In this example, perhaps the image
3812(1) is a faint image of Joe DiMaggio. This image also meets the
criteria of "permission to print."
[0765] Example 3800, FIG. 63A, also shows another instance in which
a different consumer 3807(n) previously has informed a nature
information provider 3802(n) of interest in class A stories. Here
the information provider sends a VDE container 3808(n) that holds a
class of stories different from the class of interest in the
previous example. This VDE container 3808 holds a "class A" story,
an example of which is 3814(n), that is displayed with a different
image 3812(n), one that is appropriate to the story class, in this
case, an image of a dog.
[0766] The class assigned to each story may be carried in the
container as metadata for one or more story objects in another
example. An example Web browser may request of the information
provider an image appropriate to that class, which if available,
would be sent in another VDE container.
[0767] Class may affect display rules in other example ways as
well. For instance, several team sports news stories may be
displayed in a Web browser window in which a scene from a football
or basketball game is faintly discernible in the background. Which
image is displayed may be determined by the user's preferences
given the classes of stories being presented on the page. The user,
may have looked most at stories about the New England Patriots and
a Patriots-related image may be displayed as background even
stories about teams in addition to (or even instead of) the
Patriots were being displayed.
[0768] In (another) example 3850, shown in FIG. 63B, a matching and
classification utility 900 provides class information to a provider
3852(1). Previously, one user 3857(1) has indicated to the provider
3852(1) that she prefers information in topic class A more than
information in topic class C and information that costs less than
$0.50 per article while the other user 3857(n) has the opposite
preferences and is not price sensitive. A matching and
classification utility 900 may provide classification information,
class assignments for objects, administrative events, and/or
methods for these and related purposes. Regardless, the information
provider 3852(1) sends the identical VDE container 3858 to each of
the users 3857. However, their browser and page formatting software
3856 produces different pages in accordance with each user's topic
class preferences. In the example first case, the user 3857(1) sees
three columns of topic A and one column of topic C while the second
example user 3857(n) sees three columns of topic C and one column
of topic A. As this example illustrates, the class preferences of
users may affect the way in which the user interacts with content
in various classes.
[0769] In another example, the matching and classification utility
900 may have sent one or more administrative events and/or methods
3859 to at least one user 3857 where the method performs the topic
classification on documents and/or establishes topic classes and/or
topic classes of greatest interest to the user.
Example: Information May be Classified with Respect to
Difficulty--and this May Pre-Determine an Appropriate Interface
[0770] The class of content and/or the class of user may determine
at least one display characteristic. One interesting example way of
classifying content is with respect to its difficulty. One example
measure of difficulty is reading level, which may reflect such
aspects as vocabulary and/or complexity. It is well known that
children (and adults) of the same approximate age read at different
levels. In the example 3900, shown in FIG. 64, a provider sends a
VDE container 3902(1) with text at a 4th grade reading level and
controls indicating that when used by a person reading at that
level, the charge is 50 cents. However, if a person reads at less
than the 4th grade level, the charge is only 40 cents. "Reading
level" may be indicated by a certificate and/or other digital
credential.
[0771] A matching and classification utility 900 may send
administrative events and/or classification methods 3910 to
information providers, one or more other value chain participants,
or to the students appliances directly. These methods may, for
example, classify documents according to the degree of difficulty
and create or modify controls for the whole document and/or
subparts of the document, controls that may indicate the different
prices for users at different reading levels. The matching and
classification utility 900 may also send administrative events and
methods to users that know how to make the document appear in the
example browser at a lower reading level.
[0772] The example VDE container 3902(1) is sent from the provider
to a child 3906(1) in the 4th grade who is reading that at that
level. When the child opens the container to view (or otherwise
use) the text, she or he is charged 40 cents (which might be paid
by a third party such as a school and/or parent. The child sees the
text as written 3904(1)
[0773] Example 3900, FIG. 64, also shows the exact same document
being read by a student 3906(3) in the class of 2nd grade readers.
Now the browser displays the document 3904(3) modified by methods
that may make the syntax less complex and may substitute simpler
words and/or phrases for harder ones. A similar example document
and controls in a VDE container 3902(n) involving a 12.sup.th
3906(2) and 9th grader 3906(n) is also shown.
[0774] In other examples, the prices may be higher when users are
reading text below their capabilities, they may be offered
discounts for reading at a higher level, and/or they may be charged
more for reading on different levels since modifying the text is a
value added process, and providers of that value may wish to be
compensated for their efforts.
Example: Classification May Describe Degree of Focus of the Content
Unit or Portion on a Topic, or Characteristics Related to
Conventional Formatting, Such as File Type
[0775] Sometimes the most interesting and/or useful content is at
the intersection of various topics. Also, user often want content
in a form or format that will be most useful, and most practical,
to them. In the example 4000, shown in FIG. 65, a matching and
classification utility 900 receives from user 4002 a VDE container
4004 holding a request for documents in the class, "on economics
and politics, costing less than $5.00, and in MS Word format." The
matching and classification utility 900 responds in this example by
providing in a VDE container 4006 at least one Uniform Resource
Locator (URL) that points to the location of the document(s) on the
World Wide Web.
[0776] The user 4002 in this example sends a message in a VDE
container 4008 asking for the document identified in the URL. A
provider sends back a VDE container 4012 with the desired document
4010 that has been classified by the matching and classification
utility 900. In this example, parameter data is provided in the
form of scores indicating the relative emphasis on various topic
classes, including Economics (score=15), Politics (score=7), and
Religion (score=2). Also indicated is the format of the content,
which in this example is the desired MS Word. Also conveyed in the
VDE container 4012 are a control set indicating, among other
things, that the price is $2.98 and no modifications are
allowed.
[0777] In other examples, the classes might have been much more
narrow, for example, "Clinton," "Greenspan", Federal Reserve
Policy, Interest Rates. Also, the customer might have requested
only those documents for which controls could be obtained that
permitted modifications and/or excerpting and/or derivative works.
In another example, the matching and classification utility 900 may
send one or more administrative events and/or classification and/or
matching methods to the customer so that these methods could be
applied by the customer. Alternatively, the customer may have send
one or more methods as part of a smart object to one or more
information providers in search of information meeting the desired
criteria.
Example: The Atomic Aspects can Support Automated Extraction of
Portions of a Content Unit for Aggregation with Topically
Consistent Portions and/or Units from Other Sources
[0778] Not only may people desire specific information, but that
information may come from different parts of the same object or
parts of two or more objects. The matching and classification
utility 900 can support the use of smart, classification based
extraction and aggregation methods. as shown in example 4100, FIG.
66, where two documents 4102(1,2) have been classified by the
matching and classification utility 900 into "chunks" or subobjects
reflecting topic classes and VDE controls have been provided for
each chunk. The "chunking", classification, and control set
creation may be performed and stored in a database and/or may be
performed "on the fly" or as needed.
[0779] To satisfy a request for information concerning travel to
and in the United Kingdom plus background information, an
information provider extracts parts of each document in the desired
classes and creates a new, recombinant document comprised of the
subobjects and packages the new document with appropriate controls
in a VDE container 4102(n). VDE controls for the subobjects may
also be carried along and may be modified by the provider and/or
other participants in a chain of handling and control.
[0780] The request for information may have been generated using
any query and/or search method, including semantic, Boolean,
heuristic, concept-based, and other approaches, and may have been
generated explicitly and intentionally by a user and/or other value
chain participant, or may have resulted more automatically from the
analysis by a matching and classification utility 900 of usage,
audit, and/or other rights management information and/or of "info
exhaust," and/or of preference, demographic, and/or psychographic
data and/or classes of data.
[0781] In another example, the matching and classification utility
900 may have sent administrative events and/or classification,
search, and/or subobject combining methods 4106 to a provider
and/or to a user for execution under the control of a local VDE
node.
Example: Matching and Classification Utility 900 Supports
Classification for Subsets of Content within a Content Unit (Nested
Virtual Classifications)
[0782] Not only may the matching and classification utility 900
assist in locating whole objects, it may also assist in identifying
and/or classifying any number of subobjects for a given whole. New
control sets may be associated with each of these subobjects. These
new control sets may differ from the control set that applies to
the object as a whole. This capability allows matching and
classification utility 900 and others value chain participants to
locate desired classes of content that may be part of a larger
object and possibly to retrieve, pay for, manage, use, or combine
these parts in addition to, and/or instead of the whole object.
[0783] In example 4200, FIG. 67, a VDE container 4202 created by
the matching and classification utility 900 holds a text document
that in this non-limiting example is the US "State of the Union
Address." The matching and classification utility 900 has first
classified the entire document in the class "politics." The
matching and classification utility 900 has also identified various
subparts or subobjects and has classified each them into different
classes or categories. In this example, the different classes
represent different topic categories.
[0784] A user and/or other value chain participant may request only
subobjects that have been categorized in one or more desired
class(es). The desired subobjects may be packaged in a VDE
container 4204 along with appropriate VDE controls for both the
overall, new composite object and/or for each of the desired
subobjects. (The VDE controls can also be sent separately from the
content subobjects.) These controls may pertain to the new whole
object created from subparts selected on the basis of their
membership in one or more specified class(es) and/or to the whole,
new object comprised of these selected subobjects. In another
example, the subobjects may be drawn from different documents
sharing the same overall topic, for example, from State of the
Union addresses given in different years.
[0785] In one example, any value chain participant may send
distribute one or more subparts of the original object.
[0786] In another example, the matching and classification utility
900 may send one or more administrative events and/or methods 4206
to value chain participants who may execute the methods to perform
the operations to identify subobjects and/or to subset the whole
object in to parts based on class assignments.
[0787] Search engines can also use the subobject classifications to
provide more precise results. For example, a search engine may have
retrieved the State of the Union Address because the search
criteria were "US politics speeches," but the whole or part of the
object may also have been retrieved searching for "US politics
speeches welfare" or "speeches US president defense."
Example: Matching and Classification Utility 900 Supports Classes
of Classes Based on Object Identifier Standards and/or Other Object
Metadata
[0788] Among the numerous advantages of the present inventions is
the ability to create classes of classes based in part on rights
management information. The feature may enhance search efficiency
by enabling search engines to locate members of classes provided by
any of numerous schemes for object naming and object metadata that
have been proposed. For example, the IETF Uniform Resource Locator
(URL), the International Standard Book Number (ISBN), International
Standard Serial Number (ISSN), MARC library catalog records, and
the recent proposed "Dublin Core" (Weibel, Stuart, Jean Godby, Eric
Miller, and Ron Daniel, "OCLC/NCSA Metadata Workshop Report", URL
http://www.oclc.org:5047/ocic/research/conferences/metadata/dublin_core_r-
eport.html) are non-limiting examples of prior classifications that
can themselves be classified using the present inventions.
[0789] Example 4300, FIG. 68A-68B, shows several objects
4304(1)-4304(n) each of which may have associated with it various
metadata 4302(1)-4302(n) that locates the object in one or more
classes, non-limiting examples of which may include network address
(URL), price, control set information, permission strings, subject
category, title, and publisher.
[0790] In example step "1," object metadata 4302 is sent to a
matching and classification utility 900 which (example step "2")
may create new "classes of classes" 4306. These new classes 4306
are then made available on a Web page 4308 (example step "3") to
interested parties who may then search for objects according to
their membership in one (or more) of these new classes of classes.
In example step "4" an interested party 4320 sends a VDE container
with a request to retrieve the Web page 4308 with the classes of
metadata information. The Web server (in example step "5") returns
a copy of the page 4312 to the interested user 4320, who (in
example step "6") sends a VDE container with a query to the
matching and classification utility 900 asking, in this example,
for objects in new class 3 that cost less than $1.98, and that
grant a "modify" permission. In example step "7," the matching and
classification utility 900 returns a VDE container 4316 with list
of objects that match the criteria. The matching and classification
utility 900 may, in turn, provide URLs or other location
information for at least one member of the desired class(es) in the
list in container 4316.
Example: Matching and Classification Utility 900 Supports
Electronic Gambling
[0791] Electronic gambling may be among the services that will
drive Internet growth in coming years. Such services raise many
questions for both providers and for users or players of the
service. For example, providers want to be able create attractive,
compelling entertainment experiences and in doing so, capture an
important share of their intended markets. Users of these services
will of course want to locate the most stimulating, entertaining,
and perhaps most of all, rewarding gambling experiences.
[0792] Gambling providers may, in one example, differing classes of
games, rules, payoffs, odds, and/or interfaces. The present
inventions can assist players in identifying the nature of various
classes and locating specific instances of one or more classes.
Within a particular class of games, for example, players may be
particularly interested in the odds at the game of blackjack. In
one example, a player may prefer playing with a single digital deck
of 52 cards and a particular number of (emulated) shuffles rather
than with say four decks and more shuffles, the affect of the
latter being to create a more random distribution. Smaller decks
and fewer shuffles may make it easier to count cards and/or to
otherwise increase the odds in favor of the player, or at least in
favor of the experienced, knowledgeable player.
[0793] In example 4400, shown in FIG. 69, an arbitrary number of
gamblers 4402(1)-4402(n) whose usage information flows in VDE
containers 4404(1)-4404(n) to a usage clearinghouse 300. The usage
clearinghouse 300 sends in VDE containers 4406 at least some of
this usage information to a matching and classification utility
900. In another example, the usage information may be sent directly
from at least one user to the matching and classification utility
900. In this example, an arbitrary number of gambling providers
4406(1)-4406(n) may also send in VDE containers 4408(1)-4408(n)
descriptive and/or usage information to the matching and
classification utility 900. Based on available information from
relevant sources, the matching and classification utility 900 may
create one or more classes and assign one or more providers,
services, and/or users to a class. These class definitions may at
least in part be based on privacy-related control information.
[0794] In this one example, a gambler 4402(1) sends a VDE container
4410 with a query concerning best odds for blackjack to a matching
and classification utility 900, who, in turn, sends back a VDE
container 4412 with content indicating that gambling provider 2
gives the best odds in blackjack, "best" here meaning those most
favorable to the player. In another example, the gambler may then
contact gambling provider 2 to play, and the play may consist of a
series of communications in VDE containers between the gambling
provider and the gambler.
Example: Matching and Classification Utility 900 Supports
Electronic Ticket Sales and Distribution
[0795] The performing arts, exhibitions, theaters, and conferences
are some non-limiting examples of events that may require tickets
for admission. Electronic ticket agencies on the Internet and other
electronic arenas provide a connection between the consumer and
producers of the event. Consumers may want to know such information
as the nature of the event, what classes of tickets exist for a
given event and/or class of events, the price for different classes
of tickets to an event, the availability of different classes of
tickets to different classes of events, and similar
information.
[0796] In the example 4500, shown in FIG. 70, an arbitrary number
of users 4504(1)-4504(n) whose usage information is sent in VDE
containers 4508 to a usage clearinghouse 300 who, in turn, may send
at least some of this usage information in at least one VDE
container 4526 to a matching and classification utility 900. The
usage information may reflect past ticket purchases, prices,
seating preferences, preferred payment methods, preferred theaters
and other venues, and other user preference and historical
information.
[0797] Various ticket agencies 4506(1)-4506(n) may send information
about specific events 4512(1)-4512(n) and/or information about
agency services 4514(1)-4514(n) to the matching and classification
utility 900. In another example, an event promoter may send event
information directly to the matching and classification utility
900.
[0798] In one example, a user wishes to find four seats for a
particular concert or class of concerts and/or other events whose
cost is not more than $25.00. The user sends a VDE container with a
request for information on who can supply the desired tickets to
the desired events at the requested price. In turn, the matching
and classification utility 900 returns a VDE container indicating
that tick agency 2 can provide the tickets.
[0799] In this example, user 2 sends a VDE container with a
purchase request to ticket agency 2. The purchase request may
specify not only the specific event, desired pricing, and class of
tickets, seat location, for example, but payment method as well,
MasterCard for example. The ticket agency, in turn, may return a
VDE container with confirmation of the ticket purchase at a given
price, location, date, event, and/or using a particular payment
method.
[0800] In another example, the tickets may be digital and may have
associated with them one or more "seals", digital signatures,
and/or certificates indicating the authenticity and/or integrity of
the digital tickets.
[0801] While the inventions have been described in connection with
what is presently considered to be the most practical and preferred
embodiments, the inventions are not to be limited to the disclosed
embodiments but, on the contrary, is intended to cover various
modifications and equivalent arrangements included within the
spirit and scope of the appended claims.
* * * * *
References