METHOD AND SYSTEM FOR ANNOTATING AND/OR LINKING DOCUMENTS AND DATA FOR INTELLECTUAL PROPERTY MANAGEMENT
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Abstract
A computer-enabled system, method, and medium is provided to support analyzing intellectual property documents by linking and annotating patents, copyrights, trademarks, license agreements, and other types of intellectual property documents. The invention is suitable for use by intellectual property professionals in memorializing their thought processes, work products, and reasoning, whether in preliminary or final form, and is flexible to support development and use of a rich linked set representing complex relationships in an intellectual property portfolio. Optionally, marked up, linked documents are divided into data streams, one of the data streams containing the original document for mark-up, and one other data stream containing the annotation data. The marked-up document may be further revised and/or annotated, even by multiple users. The system provides that the same document such as a patent may be centrally stored but independently marked-up by different users (or groups of users). The system further extracts from such a marked-up document such annotation data with any changes thereto, and provides one or more data streams, containing the annotation data for storage and or later use.
58 Citations
98 Claims
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1-53. -53. (canceled)
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54. A computer-implemented system for providing annotated electronic documents, the annotations which are to be applied to the documents being stored in a first data storage, the documents being stored in a second data storage, the first data storage and the second data storage being at least one of physically separate and logically separate, said system comprising:
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an annotation component configured to determine, responsive to at least one user, at least one annotation to be applied to at least one document, including a selection resource to select at least a portion of the at least one document and to associate the at least one annotation therewith, and a mark-up resource to at least one of add and edit the at least one annotation, wherein each annotation can be different from every other annotation, the annotation is at least one of image data, text, XML format, binary format, image data, video data, and audio data; a reference component, responsive to the at least one user, configured to at least one of establish, traverse, indicate, and remove, at least one reference between the at least one portion and at least one of an other portion of the at least one document, an other document, and at least one other portion of the other document; and at least one merge component configured; to retrieve the at least one document from the second data storage as document data, to retrieve the at least one annotation to be applied to said at least one document from a first data storage as annotation data, and to combine the annotation data and the document data to form a unitary single logical document, the single logical document displaying the annotation embedded seamlessly in the document data, wherein the annotation data indicates a predetermined section within the document as stored in the second data storage into which the annotation is to be embedded as indicated by a document-image-independent data schema. - View Dependent Claims (55, 56, 57, 58, 59, 60, 61, 62, 63, 64, 65, 66)
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67. A computer-implemented system for providing annotated electronic documents, the annotations which are to be applied to the documents being stored in a first data storage, the documents being stored in a second data storage, the first data storage and the second data storage being at least one of physically separate and logically separate, said system comprising:
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at least one merge component, configured; to retrieve the at least one document from a second data storage as document data, to retrieve at least one annotation to be applied to said at least one document from a first data storage as annotation data, said document data including at least one element corresponding to a location of the at least one annotation within said document, wherein the annotation data is image data or text, wherein each annotation can be different from every other annotation; and to combine the document data and the annotation data to form a unitary single logical document displaying the annotation embedded seamlessly in the document data at the location; at least one split component configured; to extract the annotation data and the document data from the single logical document, to update the at least one annotation in the first data storage from the extracted annotation data, and to update the at least one document in the second data storage from the extracted document data; and at least one version component, configured to at least one of manage a history of changes and to maintain a separate version for the document data and the annotation data to be applied thereto, wherein the annotation data indicates a predetermined section within the document as stored in the second data storage into which the annotation is to be embedded as indicated by a document-image-independent data schema. document. - View Dependent Claims (68, 69, 70, 71, 72, 73)
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74. In a computer-implemented system for providing annotated electronic documents, the annotations which are to be applied to the documents being stored in a first data storage, the documents being stored in a second data storage, a method for annotating documents, implemented by a computer system, said method comprising the at least one of sequential, non-sequential and sequence-independent steps of:
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determining, in the computer system and responsive to a user, at least one annotation to be applied to at least one document, including selecting at least a portion of the at least one document to be annotated, associating the at least one annotation with the at least one portion, and editing the at least one annotation associated with the at least one portion, wherein the annotation is image data or text, wherein each annotation can be different from every other annotation; and responsive to a user, at least one of establishing, traversing, indicating, and removing at least one reference from the at least one portion to at least one of an other portion of the at least one document, an other document, and at least one other portion of the other document; and retrieving, in the computer system, the at least one document from a second data storage as document data, retrieving the at least one annotation to be applied to said at least one document from a first data storage as annotation data, and combining the annotation data and the document data to form a unitary single logical document, the single logical document displaying the annotation embedded seamlessly in the document data, wherein the annotation data indicates a predetermined section within the document as stored in the second data storage into which the annotation is to be embedded as indicated by a document-image-independent data schema. - View Dependent Claims (75, 76, 77)
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78. A system for retrieving and storing a plurality of electronic documents and a plurality of annotations to be applied to the documents, the plurality of documents to be accessed by a plurality of users, the plurality of annotations to be accessed by at least a portion of the users, the system comprising:
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at least one storage portion, to store at least one document and at least one annotation associated therewith; at least one server to determine respective locations of the plurality of documents including the at least one document, and the plurality of annotations including the at least one annotation; and at least one manager, to determine a location of the at least one document and at least one annotation to be applied thereto, stored in the at least one storage portion, and to at least one of retrieve from and store in, via the at least one server, the at least one document and the at least one annotation to be applied thereto, in the at least one storage portion; and
to provide the at least one document with the at least one annotation applied thereto as indicated by a document-image-independent data schema. - View Dependent Claims (79, 80, 81, 82, 83, 84, 85, 86, 87)
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88. In a computer-implemented system, a method for annotating electronic documents in an intellectual property environment, comprising the at least one of sequential, non-sequential, and sequence independent steps of:
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providing at least one document; determining at least one section of the at least one document to be annotated; determining at least one annotation to be applied to the at least one section as indicated by a document-image-independent data schema; associating the at least one annotation with the at least one section; and storing the at least one annotation for later retrieval, wherein the annotation is stored separately from the at least one document. - View Dependent Claims (89, 90, 91, 92, 93, 94, 95, 96)
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97. In a computer-implemented system, a method for annotating electronic documents in an intellectual property environment, the annotations indicating an evaluation of at least one legal property relative to at least the annotated electronic document, comprising the at least one of sequential, non-sequential, and sequence independent steps of:
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providing at least one document, wherein the at least one document is representative of at least one of;
a patent document, a trademark document, a copyright document, a product description document, a license document, a sui generic protection document, a design registration document, a trade secret document, and an opinion document;determining at least one section of the at least one document to be annotated as indicated by a document-image-independent data schema, including at least one of (i) indicating, responsive to the user, a scope of the at least one section and selecting the at least one section;
(ii) selecting, responsive to the user, the at least one section from a plurality of pre-determined sections; and
(iii) automatically or semi-automatically pre-determining a scope of the at least one section, and automatically, manually or semi-automatically selecting the at least one section;determining at least one annotation to be applied to the at least one section, including at least one of;
(i) selecting at least one pre-defined notation;
(ii) receiving input text;
(ii) selecting at least one user-defined attribute;
(iv) receiving a reference to a URL; and
(v) receiving a reference to a file;associating the at least one annotation with the at least one section as indicated by the document-image-independent data schema; and storing the storing the at least one annotation for later retrieval, wherein the annotation is stored separately from the at least one document. - View Dependent Claims (98)
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Specification