Computer-implemented method and system for managing attributes of intellectual property documents, optionally including organization thereof

• US 7,885,987 B1
• Filed: 12/03/2003
• Issued: 02/08/2011
• Est. Priority Date: 08/28/2001
• Status: Active Grant

• Current Assignee: Eugene M. Lee
• Original Assignee: Eugene M. Lee
• Inventors: Lee, Eugene M.
• Primary Examiner(s): Corrielus; Jean M
• Application Number:
  US10/725,531
• Time in Patent Office: 2,624 Days
• Field of Search: 707/3, 707/10, 707/101, 707/6, 707/923, 707/924, 707/930, 707/934, 715/764
• US Class Current: N/A
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: Y10S 707/923 Intellectual property
• CPC Class Codes: Y10S 707/93 intellectual property analysis
• CPC Class Codes: Y10S 707/934 Analyzing patent activity
• CPC Class Codes: Y10S 707/937 intellectual property searching

Abstract

A computer-enabled system, method, and medium is provided to support, e.g., analyzing intellectual property documents by assigning attributes to the documents. The present invention is suitable for use by intellectual property professionals and is flexible to support development and use of customized attribute types and attributes. Optionally, a group of intellectual property documents can be divided into projects, which can be ingested including assigning attributes. Optionally, the attributes can be used to filter information included in e.g., searches, and/or reports.

Claims

1. A method for managing a plurality of attributes in association with a plurality of electronic documents and a plurality of attribute types, implemented by a computer system, said method comprising at least one of sequential, non-sequential and sequence-independent steps in the computer system of:

(A) providing, in the computer system, a first data storage having a group of a plurality of documents including at least one document;

(B) accepting, from an input device, a user'"'"'s selection of a plurality of attributes to be associated with a single pre-determined attribute type for the at least one document, the attribute type having parent and child attribute types, the selected attributes being predetermined and having different parent attributes, attribute types being predetermined and ordered in a predetermined tree-structure hierarchy; and

(C) responsive to the selection of the attributes, automatically tagging, in the first data storage, the documents in the group including the at least one document, with the selected attributes, and with all attributes of all ancestors but not descendants or siblings according to the hierarchy of the selected attributes; and

storing, in a second data storage, respective references in association with the selected attributes and the ancestor attributes, for later retrieval of individual documents in the group by searching the ancestor attributes instead of the selected attributes, the respective references uniquely indicating respective individual documents in the first data storage,

wherein the at least one document is a data record including a plurality of fields,

wherein the attribute and the attribute type are different from the fields in the document and contents of the fields.

2. The method of claim 1, wherein providing the group of documents includes selecting the documents included in the group of documents responsive to a user.

3. The method of claim 2, further comprising the step of organizing the group of documents, wherein the documents are sorted for visual presentation by at least one field therein, wherein the at least one field is different from the attribute and attribute type associated therewith.

4. The method of claim 2, wherein the group of documents omits a lapsed document.

5. The method of claim 2, further comprising the step of assigning at least one of the documents to at least one other group.

6. The method of claim 1, wherein the at least one document is at least one of:

XML format, binary format, image data, audio data, an interpretive file, and video data.

7. The method of claim 1, further comprising searching the second data storage for documents based on criteria including at least one of the attributes and a corresponding attribute type, and using the respective references in the second data storage to locate the documents in the first data storage.

8. The method of claim 7, further comprising retrieving the located documents from the first data storage based on the respective references.

9. The method of claim 8, further comprising displaying information characterizing the documents.

10. The method of claim 1, wherein at least one of the attributes is associated with at least one user, the at least one document being accessible by a plurality of users including the at least one user, further comprising limiting access to the at least one attribute to the at least one user associated therewith.

11. The method of claim 1, wherein the attributes further include at least one of:

a reference to a URL, a reference to an other file, and user-provided text.

12. The method of claim 1, wherein the documents include:

an invention disclosure document, a patent document, a trademark document, a copyright document, a product description document, a contract document, a license document, a sui generis protection document, a design registration document, a trade secret document, and an opinion document.

13. The method of claim 1, further comprising preliminarily determining, for the attribute types, the plurality of attributes.

14. The method of claim 1, wherein the attributes are selected from a plurality of attribute types representative of at least one of:

a product and a service.

15. The method of claim 14, wherein the plurality of attribute types further includes at least one of:

an actor, a user entity, a current owner, and a project.

16. The method of claim 1, further comprising the step of exporting the tree structure hierarchy including the attributes and the attribute types.

17. The method of claim 1, further comprising utilizing the attributes as criteria for at least one of searching, retrieving, reporting, and viewing the at least one document.

18. The method of claim 17, wherein the attributes are utilized in combination with:

(i) at least one of the attribute types, (ii) at least one sub-type of the at least one attribute type, (iii) a content of at least one field in the at least one document;

(iv) a type of at least one field in the at least one document; and

(v) information derived from the at least one field in the at least one document.

19. The method of claim 1, wherein the respective references correspond to the serial numbers of the respective documents.

20. A method for managing a plurality of attributes in association with a plurality of electronic documents and a plurality of attribute types, implemented by a computer system, said method comprising the at least one of sequential, non-sequential and sequence-independent steps in the computer system of:

(A) providing, in the computer system, a first data storage having a group of a plurality of documents including at least one document;

(B) accepting, from an input device, a user'"'"'s selection of a plurality of attributes to be associated with a single pre-determined attribute type for the at least one document, the attribute type having parent and child attribute types, the selected attributes being predetermined and having different parent attributes, attribute types being predetermined and ordered in a predetermined tree-structure hierarchy;

(C) responsive to the selection of the attributes, automatically tagging, in the first data storage, the documents in the group including the at least one document, with the selected attributes, and with all attributes of all ancestors but not descendants or siblings according to the hierarchy of the selected attributes; and

storing, in a second data storage, respective references in association with the selected attributes and the ancestor attributes, for later retrieval of individual documents in the group by searching the ancestor attributes instead of the selected attributes, the respective references uniquely indicating respective individual documents in the first data storage; and

(D) wherein the at least one document and the at least one other document are representative of at least one of;

an invention disclosure document, a patent document, a trademark document, a copyright document, a product description document, a contract document, a license document, a sui generis protection document, a design registration document, a trade secret document, and an opinion document,

wherein a document is a data record including a plurality of fields,

wherein the attribute and the attribute type is different from the fields in the document and contents of the fields.

21. The method of claim 20, wherein providing the group of documents includes selecting the documents included in the group of documents responsive to a user.

22. The method of claim 20, further comprising searching the second data storage for documents based on criteria including at least one of the attributes and a corresponding attribute type, and using the respective references in the second data storage to locate the documents in the first data storage.

23. The method of claim 20, wherein the attributes are selected from a plurality of attribute types representative of at least one of:

a product and a service.

24. The method of claim 20, further comprising utilizing the attributes as criteria for at least one of searching, retrieving, reporting, and viewing the at least one document.

25. The method of claim 24, wherein the attributes are utilized in combination with:

(i) the attribute types, (ii) at least one sub-type of the at least one attribute type, (iii) a content of at least one field in the at least one document;

(iv) a type of at least one field in the at least one document; and

(v) information derived from the at least one field in the at least one document.

26. The method of claim 20, wherein the respective references correspond to the serial numbers of the respective documents.

27. A computer program product, for use in managing a plurality of attributes in association with a plurality of electronic documents and a plurality of attribute types, stored in connection with at least one computer system, said computer program product comprising:

(A) at least one computer readable medium, readable by the at least one computer system;

(B) instructions, provided on the at least one computer readable medium, for providing a first data storage having a group of a plurality of documents including at least one document;

(C) instructions, provided on the at least one computer readable medium, for accepting, from an input device, a user'"'"'s selection of a plurality of attributes to be associated with a single pre-determined attribute type for the at least one document, the attribute type having parent and child attribute types, the selected attributes being predetermined and having different parent attributes, attribute types being predetermined and ordered in a predetermined tree-structure hierarchy; and

(D) instructions, provided on the at least one computer readable medium, for automatically tagging, responsive to the selection of the attributes, in the first data storage, the documents in the group including the at least one document, with the selected attributes, and with all attributes of all ancestors but not descendants or siblings according to the hierarchy of the selected attributes; and

storing, in a second data storage, respective references in association with the selected attributes and the ancestor attributes, for later retrieval of individual documents in the group by searching the ancestor attributes instead of the selected attributes, the respective references uniquely indicating respective individual documents in the first data storage;

(E) wherein the at least one document and the at least one other document are representative of at least one of;

an invention disclosure document, a patent document, a trademark document, a copyright document, a product description document, a contract document, a license document, a sui generis protection document, a design registration document, a trade secret document, and an opinion document,

wherein a document is a data record including a plurality of fields,

wherein the attribute and the attribute type is different from the fields in the document and contents of the fields.

28. The computer program product of claim 27, wherein providing the group of documents includes selecting the documents included in the group of documents responsive to a user, wherein the group of documents omits a lapsed document.

29. The computer program product of claim 27, further comprising instructions, provided on the at least one computer readable medium, for searching the second data storage for documents based on criteria including at least one of the attributes and a corresponding attribute type, using the respective references in the second data storage to locate the documents in the first data storage.

30. The computer program product of claim 27, wherein the attributes are selected from a plurality of attribute types representative of at least one of:

a product and a service.

31. The computer program product of claim 27, further comprising instructions, provided on the at least one computer readable medium, for utilizing the attributes as criteria for at least one of searching, retrieving, reporting, and viewing the at least one document.

32. The computer program product of claim 31, wherein the attributes are utilized in combination with:

(i) at least one of the attribute types, (ii) at least one sub-type of the at least one attribute type, (iii) a content of at least one field in the at least one document;

(iv) a type of at least one field in the at least one document; and

(v) information derived from the at least one field in the at least one document.

33. The computer program product of claim 27, wherein the respective references correspond to the serial numbers of the respective documents.

34. A system, implemented on at least one computer, for managing a plurality of attributes in association with a plurality of electronic documents and a plurality of attribute types, said system comprising:

(A) means, in the at least one computer, for providing a first data storage having a group of a plurality of documents including at least one document;

(B) means, in the at least one computer, for accepting, from an input device, a user'"'"'s selection of a plurality of attributes to be associated with a single pre-determined attribute type for the at least one document, the attribute type having parent and child attribute types, the selected attributes being predetermined and having different parent attributes, attribute types being predetermined and ordered in a predetermined tree-structure hierarchy; and

(C) means, in the at least one computer, responsive to the selection of the attributes, for automatically tagging, in the first data storage, the documents in the group including the at least one document, with the selected attributes, and with all attributes of all ancestors but not descendants or siblings according to the hierarchy of the selected attributes; and

storing, in a second data storage, respective references in association with the selected attributes and the ancestor attributes, for later retrieval of individual documents in the group by searching the ancestor attributes instead of the selected attributes, the respective references uniquely indicating respective individual documents in the first data storage;

(D) wherein the at least one document and the at least one other document are representative of at least one of;

an invention disclosure document, a patent document, a trademark document, a copyright document, a product description document, a contract document, a license document, a sui generis protection document, a design registration document, a trade secret document, and an opinion document,

wherein a document is a data record including a plurality of fields,

wherein the attribute and the attribute type are different from the fields in the document and contents of the fields.

35. The system of claim 34, wherein the means for providing the group of documents includes selecting the documents included in the group of documents responsive to a user.

36. The system of claim 34, further comprising means, in the at least one computer, for searching the second data storage for documents based on criteria including at least one of the attributes and a corresponding attribute type, and using the respective references in the second data storage to locate the documents in the first data storage.

37. The system of claim 34, wherein the attributes are selected from a plurality of attribute types representative of at least one of:

a product and a service.

38. The system of claim 34, further comprising utilizing the attributes as criteria for at least one of searching, retrieving, reporting, and viewing the at least one document.

39. The system of claim 38, wherein the attributes are utilized in combination with:

(i) the attribute types, (ii) at least one sub-type of the at least one attribute type, (iii) a content of at least one field in the at least one document;

(iv) a type of at least one field in the at least one document; and

(v) information derived from the at least one field in the at least one document.

40. The system of claim 34, wherein the respective references correspond to the serial numbers of the respective documents.