Systems and methods for annotating and linking electronic documents

Patent metadata

Field	Value
Publication number	US-11599716-B2
Application number	US-202017029830-A
Country	US
Kind code	B2
Filing date	Sep 23, 2020
Priority date	Dec 11, 2015
Publication date	Mar 7, 2023
Grant date	Mar 7, 2023

Abstract

Computer implemented systems and methods are disclosed for annotating and linking electronic documents. In accordance with some embodiments, annotations assigned to source electronic documents are received and snippets are generated from the received annotations. The generated snippets are aggregated into clusters, which are used to generate an electronic document. Links between the snippets and their respective source documents may be generated and embedded in the generated electronic document.

First claim

What is claimed is:

1. A system for linking electronic documents, the system comprising:
a memory device that stores a set of instructions;
at least one processor configured to execute the instructions to:
receive, from a first user, user inputs comprising selections of content from source electronic documents;
in response to the respective user inputs from the first user, generate a plurality of respective snippets that each comprise the respective content selected from the source electronic documents;
receive, from the first user, one or more annotations to at least some of the plurality of snippets, wherein the snippets comprise the associated received annotations;
aggregate the snippets into clusters;
generate links between the snippets and their respective source documents based on metadata included in the respective snippets;
generate, from the clusters of snippets, one or more electronic documents that include respective clusters of snippets and associated annotations;
embed the respective links between the respective snippets and their respective source documents in the one or more electronic documents;
receive, from a second user different from the first user, a further user input associated with at least one of: a snippet of the plurality of snippets, a cluster, or an electronic document of the one or more electronic documents; and
associate the further user input with the related snippet, cluster, or electronic document.

2. The system of claim 1 , wherein further user input comprises at least one of: text inputs, or other types of content inputs.

3. The system of claim 1 , wherein the respective one or more electronic documents each display respective content of each of the snippets of the respective clusters and associated annotations as footnotes.

4. The system of claim 1 , wherein the snippets are aggregated into clusters based on at least one of: attributes of the snippets and/or source electronic documents, types of the snippets and/or source electronic documents, purposes associated with the snippets and/or source electronic documents, a time period, or persons associated with source electronic documents.

5. The system of claim 1 , wherein the at least one processor is further configured to execute the instructions to:
determine content of the selections of content; and
aggregate the snippets into clusters based at least in part on one or more of: the determined content, times associated with the user inputs, or metadata associated with the respective user inputs.

6. The system of claim 1 , wherein the snippets include metadata associated with corresponding source electronic documents.

7. The system of claim 6 , wherein the metadata included in the snippets includes file names associated with the source electronic documents.

8. The system of claim 6 , wherein the metadata included in the snippets includes document numbers associated with the source electronic documents.

9. The system of claim 1 , wherein the one or more annotations comprise further user inputs associated with at least some of the selections of content from the source electronic documents, wherein the further user inputs comprise one or more of: text inputs associated with at least some of the selections of content from the source electronic documents, other types of content inputs associated with at least some of the selections of content from the source electronic documents, or links to other electronic documents.

10. A computer-implemented method for linking electronic documents, the computer-implemented method comprising:
receiving, from a first user, user inputs comprising selections of content from source electronic documents;
in response to the respective user inputs from the first user, generating a plurality of respective snippets that each comprise the respective content selected from the source electronic documents;
receiving, from the first user, one or more annotations to at least some of the plurality of snippets, wherein the snippets comprise the associated received annotations;
aggregating the snippets into clusters;
generating links between the snippets and their respective source documents based on metadata included in the respective snippets;
generating, from the clusters of snippets, one or more electronic documents that include respective clusters of snippets and associated annotations;
embedding the respective links between the respective snippets and their respective source documents in the one or more electronic documents;
receiving, from a second user different from the first user, a further user input associated with at least one of: a snippet of the plurality of snippets, a cluster, or an electronic document of the one or more electronic documents; and
associating the further user input with the related snippet, cluster, or electronic document.

11. The computer-implemented method of claim 10 , wherein further user input comprises at least one of: text inputs, or other types of content inputs.

12. The computer-implemented method of claim 10 , wherein the respective one or more electronic documents each display respective content of each of the snippets of the respective clusters and associated annotations as footnotes.

13. The computer-implemented method of claim 10 , wherein the snippets are aggregated into clusters based on at least one of: attributes of the snippets and/or source electronic documents, types of the snippets and/or source electronic documents, purposes associated with the snippets and/or source electronic documents, a time period, or persons associated with source electronic documents.

14. The computer-implemented method of claim 10 further comprising:
determining content of the selections of content; and
aggregating the snippets into clusters based at least in part on one or more of: the determined content, times associated with the user inputs, or metadata associated with the respective user inputs.

15. The computer-implemented method of claim 10 , wherein the snippets include metadata associated with corresponding source electronic documents.

16. The computer-implemented method of claim 15 , wherein the metadata included in the snippets includes file names associated with the source electronic documents.

17. The computer-implemented method of claim 15 , wherein the metadata included in the snippets includes document numbers associated with the source electronic documents.

18. The computer-implemented method of claim 10 , wherein the one or more annotations comprise further user inputs associated with at least some of the selections of content from the source electronic documents, wherein the further user inputs comprise one or more of: text inputs associated with at least some of the selections of content from the source electronic documents, other types of content inputs associated with at least some of the selections of content from the source electronic documents, or links to other electronic documents.

Assignees

• Palantir Technologies Inc

Inventors

• Knudson Eric
• Gerhardt Matthew
• Elder Andrew
• Rosofsky Eli

Classifications

• G06F40/169 Primary

  Annotation, e.g. comment data or footnotes · CPC title

• G06F40/134 Primary

  Hyperlinking · CPC title