Method and apparatus for determining expertise based upon observed usage patterns

• US 20070150465A1
• Filed: 02/08/2006
• Published: 06/28/2007
• Est. Priority Date: 12/27/2005
• Status: Active Grant

• Current Assignee: Monetate, Inc. (StartApp, Inc.)
• Original Assignee: Christopher Minson, Jack Jia, Robert Bradshaw, Scott Brave
• Inventors: Brave, Scott, Bradshaw, Robert, Minson, Christopher, Jia, Jack
• Granted Patent: US 7,546,295 B2
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06F 16/9535 Search customisation based on user profiles and personalisation
• CPC Class Codes: Y10S 707/966 Distributed
• CPC Class Codes: Y10S 707/99936 Pattern matching access

Abstract

The invention comprises a set of complementary techniques that dramatically improve enterprise search and navigation results. The core of the invention is an expertise or knowledge index, called UseRank that tracks the behavior of website visitors. The expertise-index is designed to focus on the four key discoveries of enterprise attributes: Subject Authority, Work Patterns, Content Freshness, and Group Know-how. The invention produces useful, timely, cross-application, expertise-based search and navigation results. In contrast, traditional Information Retrieval technologies such as inverted index, NLP, or taxonomy tackle the same problem with an opposite set of attributes than what the enterprise needs: Content Population, Word Patterns, Content Existence, and Statistical Trends. Overall, the invention emcompasses Baynote Search—a enhancement over existing IR searches, Baynote Guide—a set of community-driven navigations, and Baynote Insights—aggregated views of visitor interests and trends and content gaps.

Claims

1. A method for identifying, extracting, capturing, and leveraging expertise and knowledge, comprising the steps of:

observing usage patterns by a community (or subgroup) of users; and

any of;

calculating any of an expert and peer impact factor, a document impact factor, and rareness based on said observed usage patterns; and

determining any of importance of a document and expertise that individuals possess, without asking said individuals directly.

2. The method of claim 1, further comprising the step of:

classifying usage of a given asset by a given user as successful or unsuccessful use based on a combination of factors comprising any of time spent on an asset, explicit user actions taken on said asset, said actions comprising any of print, save, email, and bookmark, mouse and keyboard behavior, length and distribution of stable pauses between activity, navigation to and from said asset, and browser window state, said state comprising any of foreground, background, minimized, maximized, and closed.

3. The method of claim 1, further comprising the step of:

providing a significantly greater weighting to the importance of implicit observations over the weighting provided to explicit observations.

4. The method of claim 1, further comprising the steps of:

analyzing all observations; and

via said analysis, generating a set of recommendations comprising distilled experiences from a community of users;

wherein said recommendations age over time and are discarded if they have relatively little value; and

wherein recommendations which are most valuable based on repeated usage are stored into a long term memory.

5. The method of claim 1, further comprising the step of:

for a given user who may be anonymous, said user visiting a particular site, and a given context comprising any of what page the user is on and how the user got there, providing recommendations to said user that allow said user to navigate said site more efficiently.

6. The method of claim 1, further comprising the steps of:

generating a set a recommendations that may be applied to a search; and

for a given user who may be anonymous, and a given search query, using said recommendations to refine and augment a resulting search.

7. The method of claim 6, further comprising the step of:

driving said recommendations not just by individual uses, but by the use of communities, leveraging the wisdom of crowds and community emergent behavior.

8. The method of claim 1, further comprising the step of:

identifying communities comprising any of peer groups and expert groups based on an information context;

wherein communities are nested and defined by different levels of contexts.

9. A method for identifying, extracting, capturing, and leveraging expertise and knowledge, comprising the steps of:

observing individual and community usage patterns; and

using said observed usage patterns to automatically determine each user'"'"'s area of expertise.

10. The method of claim 9, further comprising the steps of:

representing expertise using a vector-space model; and

basing expertise on a linear combination of asset topics used by a given user.

11. The method of claim 10, further comprising the step of:

validating expertise based on usefulness of assets as determined by observing usage patterns by a target community (or subgroup) of users.

12. The method of claim 9, further comprising the step of:

classifying usage of a given asset by a given user as successful or unsuccessful use based on a combination of factors comprising any of time spent on an asset, explicit user actions taken on said asset, said actions comprising any of print, save, email, and bookmark, mouse and keyboard behavior, length and distribution of stable pauses between activity, navigation to and from said asset, and browser window state, said state comprising any of foreground, background, minimized, maximized, and closed.

13. The method of claim 9, further comprising the step of:

providing a significantly greater weighting to the importance of implicit observations over the weighting provided to explicit observations.

14. The method of claim 9, further comprising the steps of:

analyzing all observations; and

via said analysis, generating a set of recommendations comprising distilled experiences from a community of users;

wherein said recommendations age over time and are discarded if they have relatively little value; and

wherein recommendations which are most valuable based on repeated usage are stored into a long term memory.

15. The method of claim 9, further comprising the step of:

for a given user who may be anonymous, said user visiting a particular site, and a given context comprising any of what page the user is on and how the user got there, providing recommendations to said user that allow said user to navigate said site more efficiently.

16. The method of claim 9, further comprising the steps of:

generating a set a recommendations that may be applied to a search; and

for a given user who may be anonymous, and a given search query, using said recommendations to refine and augment a resulting search.

17. The method of claim 16, further comprising the step of:

driving said recommendations not just by individual uses, but by the use of communities, leveraging the wisdom of crowds and community emergent behavior.

18. The method of claim 9, further comprising the step of:

identifying communities comprising any of peer groups and expert groups based on an information context;

wherein communities are nested and defined by different levels of contexts.

19. An apparatus for identifying, extracting, capturing, and leveraging expertise and knowledge, comprising:

means for observing usage patterns by a community (or subgroup) of users; and

any of;

means for calculating any of an expert and peer impact factor, a document impact factor, and rareness based on said observed usage patterns; and

means for determining any of importance of a document and expertise that individuals possess, without asking said individuals directly.

20. The apparatus of claim 19, further comprising:

means for classifying usage of a given asset by a given user as successful or unsuccessful use based on a combination of factors comprising any of time spent on an asset, explicit user actions taken on said asset, said actions comprising any of print, save, email, and bookmark, mouse and keyboard behavior, length and distribution of stable pauses between activity, navigation to and from said asset, and browser window state, said state comprising any of foreground, background, minimized, maximized, and closed.

21. The apparatus of claim 19, further comprising:

means for providing a significantly greater weighting to the importance of implicit observations over the weighting provided to explicit observations.

22. The apparatus of claim 19, further comprising:

means for analyzing all observations; and

via said analysis, means for generating a set of recommendations comprising distilled experiences from a community of users;

wherein said recommendations age over time and are discarded if they have relatively little value; and

wherein recommendations which are most valuable based on repeated usage are stored into a long term memory.

23. The apparatus of claim 19, further comprising:

for a given user who may be anonymous, said user visiting a particular site, and a given context comprising any of what page the user is on and how the user got there, means for providing recommendations to said user that allow said user to navigate said site more efficiently.

24. The apparatus of claim 19, further comprising:

means for generating a set a recommendations that may be applied to a search; and

for a given user who may be anonymous, and a given search query, means for using said recommendations to refine and augment a resulting search.

25. The apparatus of claim 24, further comprising:

means for driving said recommendations not just by individual uses, but by the use of communities, leveraging the wisdom of crowds and community emergent behavior.

26. The apparatus of claim 19, further comprising:

means for identifying communities comprising any of peer groups and expert groups based on an information context;

wherein communities are nested and defined by different levels of contexts.

27. An apparatus for identifying, extracting, capturing, and leveraging expertise and knowledge, comprising:

means for observing individual and community usage patterns; and

means for using said observed usage patterns to automatically determine each user'"'"'s area of expertise.

28. The apparatus of claim 27, further comprising:

means for representing expertise using a vector-space model; and

means for basing expertise on a linear combination of asset topics used by a given user.

29. The apparatus of claim 28, further comprising:

means for validating expertise based on usefulness of assets as determined by observing usage patterns by a target community (or subgroup) of users.

30. The apparatus of claim 27, further comprising:

means for classifying usage of a given asset by a given user as successful or unsuccessful use based on a combination of factors comprising any of time spent on an asset, explicit user actions taken on said asset, said actions comprising any of print, save, email, and bookmark, mouse and keyboard behavior, length and distribution of stable pauses between activity, navigation to and from said asset, and browser window state, said state comprising any of foreground, background, minimized, maximized, and closed.

31. The apparatus of claim 27, further comprising

means for providing a significantly greater weighting to the importance of implicit observations over the weighting provided to explicit observations.

32. The apparatus of claim 27, further comprising:

means for analyzing all observations; and

via said analysis, means for generating a set of recommendations comprising distilled experiences from a community of users;

wherein said recommendations age over time and are discarded if they have relatively little value; and

wherein recommendations which are most valuable based on repeated usage are stored into a long term memory.

33. The apparatus of claim 27, further comprising:

for a given user who may be anonymous, said user visiting a particular site, and a given context comprising any of what page the user is on and how the user got there, means for providing recommendations to said user that allow said user to navigate said site more efficiently.

34. The apparatus of claim 27, further comprising:

means for generating a set a recommendations that may be applied to a search; and

for a given user who may be anonymous, and a given search query, means for using said recommendations to refine and augment a resulting search.

35. The apparatus of claim 34, further comprising:

means for driving said recommendations not just by individual uses, but by the use of communities, leveraging the wisdom of crowds and community emergent behavior.

36. The apparatus of claim 27, further comprising:

means for identifying communities comprising any of peer groups and expert groups based on an information context;

wherein communities are nested and defined by different levels of contexts.