Method and system of hierarchical metadata management and application

• US 9,245,058 B2
• Filed: 12/05/2011
• Issued: 01/26/2016
• Est. Priority Date: 12/03/2010
• Status: Active Grant

• Current Assignee: TITUS Inc.
• Original Assignee: TITUS Inc.
• Inventors: Whitney, Benjamin Taylor, Reid, Paul Anthony, Simon, Edward Joseph, Roy, Regi Baby, Charbonneau, Stephane Roger Daniel Joseph
• Primary Examiner(s): Gofman, Alex
• Assistant Examiner(s): Mian, Umar
• Application Number:
  US13/311,323
• Publication Number:
  US 20120143923A1
• Time in Patent Office: 1,513 Days
• Field of Search: None
• US Class Current: 1/1
• CPC Class Codes: G06F 16/907 Retrieval characterised by using metadata, e.g. metadata not derived from the content or metadata generated manually

Abstract

A method of metadata management is provided. Metadata associated with information objects is important in the management and classification of electronic information referred to as information objects. A metadata schema structure definition is defined enabling a metadata schema to be applied to the information objects to ensure consistent creation and management of hierarchical metadata across and organization and interoperability between different metadata schemas.

Claims

1. A method of metadata management that is executed by a processor, the method comprising:

determining metadata descriptors and metadata constraints of one or more types of information objects stored in a memory;

determining a metadata schema structure definition comprising a plurality of the metadata descriptors and relationships between one or more of the plurality of the metadata descriptors and one or more of the metadata constraints, and further determining a metadata schema to be used to define metadata for the one or more types of information objects;

determining an interoperability definition for one or more of;

the plurality of the metadata descriptors;

metadata values associated with the plurality of the metadata descriptors; and

a serialization definition for generating an interoperability mapping based upon the one or more types of information objects and the metadata schema structure definition to enable interchange between one or more external schema formats;

generating the metadata schema in a structured definition language comprising;

the plurality of the metadata descriptors and the metadata values with the metadata constraints;

the interoperability mapping; and

one or more views, each view defining a subset of the metadata schema applicable to the one or more types of information objects; and

storing the metadata schema to the memory,

wherein determining the metadata schema structure definition comprises retrieving one or more schema structure definition templates, each associated with the one or more types of information objects and determined to have properties similar to the plurality of the metadata descriptors and the metadata constraints of the one or more types of information objects, the one or more schema structure definition templates adapted to create the metadata schema structure definition to map the plurality of the metadata descriptors and the metadata constraints.

2. The method of claim 1 wherein generating the metadata schema comprises validating the metadata schema against the metadata constraints, wherein the metadata constraints define logical constraints among the metadata descriptors, metadata descriptor types, and the metadata values.

3. The method of claim 1 wherein the interoperability mapping is retrieved by clients to enable bi-direction exchange of metadata and formatting of information objects that have had metadata applied to them using the metadata schema and an external entity requiring an external metadata schema format.

4. The method of claim 1 further comprising determining authentication requirements to authorize presentation of a subset of the plurality of the metadata descriptors or the metadata values to a client computing device utilizing the metadata schema by accessing an identity provider for providing access permissions associated with a user of the client computing device.

5. The method of claim 1 wherein one or more of the metadata descriptors are conditionally bound to a selection of dependent metadata descriptors and associated metadata values.

6. The method of claim 1 wherein the metadata constraints define user selections of the metadata values defined within the metadata schema.

7. The method of claim 1 wherein generating the metadata schema structure definition comprises defining a cardinality of one or more of the plurality of the metadata descriptors and the metadata values.

8. The method of claim 1 wherein the structured definition language is defined in extensible markup language (XML).

9. The method of claim 8 wherein information objects are defined as computer readable electronic data files stored in a memory.

10. The method of claim 1 wherein the schema structure definition templates are selected as providing schema structures or views which are bounded by previously predefined schema structure constraints that have a greatest degree of confidence to encompass metadata of one or more information objects.

11. The method of claim 1 wherein determining the metadata descriptors and the metadata constraints of the one or more types of information objects is performed by analyzing a subset of information objects stored in the memory.

12. The method of claim 1 wherein the metadata schema is validated against a sample population of information object types to ensure that constraints have been met, wherein if the metadata schema does not meet the constraints, the metadata schema is re-generated until an acceptable metadata schema that meets the constraints is generated.

13. The method of claim 1 wherein the metadata schema is defined by performing a best-fit of the metadata schema structure definition against the one or more schema structure definition templates.

14. The method of claim 13 wherein a best-fit metadata schema structure definition is presented with metrics identifying compliance or non-compliance of the metadata schema and information objects which do not fit the metadata schema structure definition.

15. The method of claim 1 wherein the metadata schema identifies at least one dynamic value provider associated with one of the metadata descriptors, wherein metadata values associated with the one of the metadata descriptors are provided by the dynamic value provider.

16. The method of claim 15 wherein the metadata schema enables a client using the metadata schema to retrieve a value from the at least one dynamic value provider upon processing the information object.

17. The method of claim 1 further comprising:

determining an information object type of an information object;

receiving the metadata schema in response to a request based upon the information object type;

parsing a received plurality of metadata descriptors and metadata constraints defined in the metadata schema to determine valid metadata values for the information object type;

determining metadata values to be associated with the received metadata descriptors from the information object; and

storing the determined metadata values associated with the information object.

18. The method of claim 1 wherein the generated metadata schema is partially or fully encrypted or signed.

19. The method of claim 1 wherein the interoperability mapping includes a mapping with external schema value providers.

20. A non-transitory computer-readable medium containing computer-executable instructions that, when executed by a processor, cause the processor to perform a method for metadata management, the method comprising:

determining metadata descriptors and metadata constraints of one or more types of information objects stored in a memory;

determining a metadata schema structure definition comprising a plurality of the metadata descriptors and relationships between one or more of the plurality of the metadata descriptors and one or more of the metadata constraints, and further determining a metadata schema to be used to define metadata for the one or more types of information objects;

determining an interoperability definition for one or more of;

the plurality of the metadata descriptors;

metadata values associated with the plurality of the metadata descriptors; and

a serialization definition for generating an interoperability mapping based upon the one or more types of information objects and the metadata schema structure definition to enable interchange between one or more external schema formats;

generating the metadata schema in a structured definition language comprising;

the plurality of the metadata descriptors and the metadata values with the metadata constraints;

the interoperability mapping; and

one or more views, each view defining a subset of the metadata schema applicable to the one or more types of information objects; and

storing the metadata schema to the memory,

wherein determining the metadata schema structure definition comprises retrieving one or more schema structure definition templates, each associated with the one or more types of information objects and determined to have properties similar to the plurality of the metadata descriptors and the metadata constraints of the one or more types of information objects, the one or more schema structure definition templates adapted to create the metadata schema structure definition to map the plurality of the metadata descriptors and the metadata constraints.

21. A method of metadata management stored in a non-transitory computer readable memory, the method executed by a processor coupled to the memory, the method comprising:

determining an information object type of an information object;

receiving a metadata schema in response to a request based upon the determined information object type, the metadata schema comprising;

a plurality of metadata descriptors and metadata constraints associated with the determined information object;

an interoperability mapping based upon the information object type and a metadata structure definition to enable interchange between one or more external schema formats; and

one or more views, each of the one or more views defining a subset of the metadata schema applicable to the determined information object type;

parsing the received plurality of metadata descriptors, the received metadata constraints, the received interoperability mapping and the received one or more views included in the metadata schema to determine valid metadata values for the information object type;

determining interoperability parameters associated with the information object type, the interoperability parameters determined from the interoperability mapping providing a mapping of metadata values, metadata descriptors and structure between the metadata schema and an external entity;

determining metadata values to be associated with the received plurality of metadata descriptors from the determined information object and in conformity with the metadata schema and the interoperability parameters; and

storing the determined metadata values for the information object.

22. The method of claim 21 further comprising:

retrieving a policy document associated with the metadata schema; and

determining interoperability rules from the policy document for determining which one or more of a plurality of differing values are to be selected from the external entity to be associated with the metadata descriptors.

23. The method of claim 21 wherein the interoperability parameters define a data storage location for storing the metadata values.

24. The method of claim 22 wherein if there are multiple interoperability rules and multiple metadata values, the interoperability rules and the metadata values associated with an external entity that is validly signed are authoritative for selecting metadata values from the multiple metadata values to be associated with a metadata descriptor.

25. The method of claim 24 wherein, when the multiple interoperability rules provide valid values from a plurality of valid signed external entities, a metadata value for each of the interoperability rules is weighted based upon one or more signature characteristics associated with the respective external entity to select a metadata value to be associated with a metadata descriptor.

26. The method of claim 21 wherein the metadata schema further defines one or more relationships between multiple metadata names and multiple metadata values.

27. The method of claim 21 wherein determining interoperability parameters comprises:

validating determined metadata values by associated ranges and constraints defined in the metadata schema.

28. The method of claim 21 wherein the metadata schema further defines one or more conditional relationships and associated ranges.

29. The method of claim 21 further comprising authenticating a user by a defined authentication method for any metadata descriptors and/or values that require authorization for modification or viewing by the user.

30. The method of claim 21 wherein determining metadata values from the information object comprises retrieving stored metadata associated with the information object and formatting the retrieved metadata to the metadata schema.

31. The method of claim 21 wherein determining metadata values comprises communicating with a dynamic value provider identified in the metadata schema or associated with the information object and receiving a value to be associated with the plurality of metadata descriptors.

32. The method of claim 21 wherein determining metadata values comprises determining values based on metadata values derived from content of the information object or a context of how the information object is stored.

33. The method of claim 21 further comprising determining a language to display for the metadata descriptors and the metadata values based on a determined language of a consuming client computing device.

34. The method of claim 21 wherein the received metadata schema is partially or fully encrypted or signed.

35. The method of claim 21 wherein the interoperability mapping includes a mapping with external schema value providers.

36. A non-transitory computer-readable medium containing computer-executable instructions that, when executed by a processor, cause the processor to perform a method for metadata management, the method comprising:

determining an information object type of an information object;

receiving a metadata schema in response to a request based upon the determined information object type, the metadata schema comprising;

a plurality of metadata descriptors and metadata constraints associated with the determined information object type;

interoperability mappings based upon the information object type of the information object and a metadata structure definition to enable interchange between one or more external schema formats; and

one or more views, each of the one or more views defining a subset of the metadata schema applicable to the determined information object type;

parsing the received plurality of metadata descriptors, the received metadata constraints, the received interoperability mappings and the received one or more views included in the metadata schema to determine valid metadata values for the information object type;

determining interoperability parameters associated with the information object type, the interoperability parameters determined from the interoperability mappings providing a mapping of metadata values, metadata descriptors and structure between the metadata schema and an external entity;

determining metadata values to be associated with the received plurality of metadata descriptors from the determined information object and in conformity with the metadata schema and the interoperability parameters; and

storing the determined metadata values for the information object.

37. A method of metadata management at a schema access point executed by a processor, the method comprising:

receiving a request from a client computing device identifying an information object type;

determining an identity associated with the client computing device and associated security and configuration parameters;

determining applicable metadata schema in a structured definition language for the information object type from a plurality of metadata schema and the determined identity, the applicable metadata schema comprising;

a plurality of metadata descriptors and metadata constraints associated with an information object of the information object type;

interoperability mappings based upon the information object type and a metadata structure definition to enable interchange between one or more external schema formats; and

one or more views, each of the one or more views defining a subset of the metadata schema applicable to the information object type;

generating a client metadata schema using the applicable metadata schema; and

sending the client metadata schema to the client computing device for application of the client metadata schema to information objects of the information object type.

38. The method of claim 37 further comprising modifying the interoperability mappings included in the applicable metadata schema based upon the identity associated with the client computing device and enabling a bi-direction exchange of metadata and formatting of the information object between the applicable metadata schema and an external entity.

39. The method of claim 37 wherein, when the interoperability mappings define valid values from a plurality of valid signed sources, the value for each of the interoperability mappings is weighted based upon one or more signature characteristics to select a value to be associated with a metadata descriptor.

40. The method of claim 37 wherein the structured definition language is defined in extensible markup language (XML).

41. The method of claim 37 further comprising determining authentication requirements to authorize presentation of a subset of the plurality of metadata descriptors or metadata values to a client computing device utilizing the generated metadata schema by accessing an identity provider for providing access permissions associated with a user of the client computing device.

42. The method of claim 37 wherein one or more of the plurality of metadata descriptors are defined in the metadata structure definition as being conditionally bound to a selection of dependent metadata descriptors and associated values.

43. The method of claim 41 wherein determining the authentication requirements comprises:

retrieving a policy decision associated with the generated metadata schema and the identity of the client computing device; and

determining metadata descriptors or metadata values to be provided in compliance with the policy decision to the client computing device.

44. The method of claim 43 further comprising determining interoperability rules from the policy decision for determining which of a plurality of differing values are to be selected from an external entity to be associated with the metadata descriptors.

45. The method of claim 37 further comprising determining a location of a dynamic value provider and modifying the metadata schema to identify the location.

46. The method of claim 37 further comprising determining a location of a dynamic value provider and modifying the metadata schema to identify a value provided by the dynamic value provider.

47. The method of claim 37 wherein determining the identity associated with the client computing device is performed through a directory service coupled to the schema access point.

48. The method of claim 37 wherein the generated client metadata schema is partially or fully encrypted or signed.

49. The method of claim 37 wherein at least one of the interoperability mappings includes a mapping with external schema value providers.

50. A non-transitory computer-readable medium containing computer-executable instructions that, when executed by a processor, cause the processor to perform a method for metadata management at a schema access point, the method comprising:

receiving a request from a client computing device identifying an information object type;

determining an identity associated with the client computing device;

determining applicable metadata schema in a structured definition language for the information object type from a plurality of metadata schema and the determined identity;

generating a client metadata schema using the applicable metadata schema, the client metadata schema comprising;

a plurality of metadata descriptors and metadata constraints associated with an information object of the information object type;

interoperability mappings based upon the information object type and a metadata structure definition to enable interchange between one or more external schema formats; and

one or more views, each of the one or more views defining a subset of the metadata schema applicable to the information object type; and

sending the client metadata schema to the client computing device for application of the client metadata schema to information objects of the information object type.