Document classification toolbar

• US 8,024,304 B2
• Filed: 10/23/2007
• Issued: 09/20/2011
• Est. Priority Date: 10/26/2006
• Status: Active Grant

• Current Assignee: TITUS Inc.
• Original Assignee: TITUS Inc.
• Inventors: Upton, Tim J., Smith, Brad P., Pulfer, Charles E.
• Primary Examiner(s): Wong; Don
• Assistant Examiner(s): PHAN, TUANKHANH D
• Application Number:
  US11/877,616
• Publication Number:
  US 20080104118A1
• Time in Patent Office: 1,428 Days
• Field of Search: 707/694, 707/687, 726/3, 726/8, 726/23, 713/178, 380/200, 709/203, 715/702
• US Class Current: 707/694
• CPC Class Codes: G06F 16/285 Clustering or classification
• CPC Class Codes: G06F 16/38 Retrieval characterised by using metadata, e.g. metadata not derived from the content or metadata generated manually
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 16/986 Document structures and storage, e.g. HTML extensions
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 40/109 Font handling; Temporal or kinetic typography
• CPC Class Codes: G06F 40/169 Annotation, e.g. comment data or footnotes

Abstract

Electronic document classification is disclosed. A toolbar adds the ability to classify documents based on specific properties such as security classification, information type, document type, document retention, document caveats, and the like associated. The toolbar through dropdown selections allows users to select the appropriate classification and properties based upon the content of the document and have appropriate classifiers added to the document. Document classification properties are generated that are associated with the document in the document properties and by inserting visual markings that allow users to quickly identify the security, sensitivity, intended distribution or retention. By utilizing the classification toolbar a user can classify an document by one or more classification levels and be ensured that the classification will be visible to any person viewing the document.

Claims

1. A method for document classification in a word processing document creation application comprising:

providing a security classification toolbar within an extendable mark-up language (XML) based word processing document in the document creation application, the classification toolbar providing a first classification selection input;

populating the first security classification selection input in the classification toolbar with a plurality of security classification selections based upon pre-defined security classification criteria, the pre-defined classification criteria defining the plurality of security classification selections available to a user of the document creation application;

receiving a first security classification selection input from the plurality of security classification selection, selected by the user, from the first security classification selections populated in the toolbar;

applying visual cues associated with the selected first security classification input, the visual cues presented within editable text portions of the document in the document creation application to provide visual indication within the text of the document to identify that the document has been security classified based upon the selected first security classification;

assigning security classification properties to the document metadata embedded in the XML based word processing document identifying the first selected security classification input; and

verifying that the first security classification property in the document has not been tampered by calculating a hash of document properties when the document is saved and subsequently comparing the hash on retrieval and opening of the document.

2. The method of claim 1 further comprising:

receiving identification of a selected text portion of the document text from the user prior to receiving a first security classification selection input;

wherein applying visual cues further comprises applying visual markers to the selected text portion identifying the selected first security classification, the markers inserted at the beginning and end of the selected text portion to identify that the text portion has been classified and wherein assigning extendable XML security classification properties to the document metadata embedded in the XML based word processing document identifying the first selected security classification input further comprises identifying the selected text portion with the selected security classification input.

3. The method of claim 2 wherein the classification toolbar is generated by a COM API interface.

4. The method of claim 3 wherein the security classification toolbar is provided by a MICROSOFT OFFICE™

2007 ribbon bar and task pane.

5. The method of claim 2 wherein the visual cues are font characteristics applied to text of the document selected from the group comprising:

font color, font size, font type, or font effect.

6. The method of claim 2 further comprising the steps of:

determining if a second classification input is required based upon the first security classification input; and

dynamically changing the security classification toolbar in order to prompt for the second classification selection input; and

,

assigning XML classification properties within the document metadata embedded in the XML based word processing document identifying the second classification input.

7. The method of claim 2 further comprising:

comparing selected text portion first security classification to current document security classifications; and

wherein applying visual cues associated with the selected first security classification within the text of the document is performed when the selected text portion first security classification is a higher security classification level than the current document security classification; and

wherein applying XML security classification properties within the document metadata representing the first security classification of the selected text portion is performed when the portion first security classification input is a higher security classification level than the current document security classification.

8. The method of claim 7 wherein the visual cues comprises inserting a classification identifier into a body of the document.

9. The method of claim 8 wherein the visual cues identifying the first security classification are inserted in header and footer of the document.

10. The method of claim 9 wherein visual cues are inserted as a watermark in the document to identify the first security classification.

11. The method of claim 7 wherein populating classification selections comprises retrieving the current security classification properties previously associated with the document and populating the toolbar security classification criteria with selections higher than the current security classification.

12. The method of claim 2 wherein the pre-defined security classification criteria are defined relative to one or more security levels, sensitivity levels, intended distribution groups or retention level.

13. The method of claim 2 further comprising logging all classification actions taken by a user in a classification information database.

14. The method of claim 2 further comprising forcing the user to select classification properties before a document is stored, printed, or transmitted.

15. A non-transitory computer readable medium containing instructions for providing document classification in a word processing document creation application, the instructions which when executed by a processor performing:

providing a security classification toolbar within an extendable mark-up language (XML) based word processing document in the document creation application, the classification toolbar providing at least a first classification selection input;

populating the first security classification selection input in the classification toolbar with a plurality of security classification selections based upon pre-defined security classification criteria stored in the memory, the pre-defined classification criteria defining the plurality of security classification selections available to a user of the document creation application;

receiving a first security classification selection input from the plurality of security classification selection, selected by the user, from the first security classification selections populated in the toolbar;

applying visual cues associated with the selected first security classification visual cues presented within editable text portions of the document in the document creation application to provide visual indication within the text of the document to identify that the document has been security classified based upon the selected first security classification;

assigning classification properties to the document metadata embedded in the XML based word processing document identifying the first selected security classification input; and

verifying that the first security classification property in the document has not been tampered by calculating a hash of document properties when the document is saved and subsequently comparing the hash on retrieval and opening of the document.