# Patent

## Title
Method and system for providing restricted actions for recognized semantic categories

## Abstract

Strings are recognized and annotated, or labeled, with a type label by a recognizer plug-in. Application program modules may use the type label and other metadata to provide users with a choice of electronic commerce actions. In addition, the user may be provided with a download Uniform Resource Locator (URL) and download action plug-ins for that type label. An ActionGUID may be used to specify the class ids (CLSIDs) of the action plug-ins that may provide actions for a particular semantic category type label. Each DLL has a class id (CLSID), which is a GUID. The ActionGUID is a GUID that is specified by the recognizer plug-in and which corresponds to the CLSID(s) of the only action plug-ins that should be permitted to provide actions for the semantic category type label provided by the recognizer plug-in.

## Background
REFERENCE TO RELATED APPLICATIONS
This is a continuation-in-part of U.S. patent application Ser. No. 09/588,411, entitled “METHOD AND SYSTEM FOR SEMANTICALLY LABELING STRINGS AND PROVIDING ACTIONS BASED ON SEMANTICALLY LABELED STRINGS”, filed Jun. 6, 2000, which is incorporated by reference herein.


TECHNICAL FIELD
This invention relates to a method and system for recognizing semantic categories and providing actions based on those semantic categories. More particularly, this invention relates to restricting the actions for semantic categories to those provided by authorized action providers.
BACKGROUND OF THE INVENTION
Electronic documents typically include semantic information that would be helpful if the information was recognized as such. Recognition and use of this semantic information could result in increased interoperability between desktop software applications and other desktop applications and/or web-based applications. Recognition of this semantic information may also provide benefits in electronic commerce. Independent third parties need to be able to easily develop list of terms for recognition and actions to be provided for this semantic information. However, developers also need to be able to restrict the actions to only authorized actions.
SUMMARY OF THE INVENTION
The present invention is associated with a method for semantically labeling strings in an electronic document and providing actions in association with those recognized strings. A string is defined as a data structure composed of a sequence of characters usually representing human-readable text. Strings are recognized and annotated, or labeled, with a type label by a recognizer plug-in. After the strings are annotated with a type label, application program modules may use the type label and other metadata to provide users with a choice of electronic commerce actions. If the user's computer does not have any actions associated with that type label, the user may be provided with the option to surf to a download Uniform Resource Locator (URL) and download action plug-ins for that type label.
In one embodiment, the present invention uses an ActionGUID to specify the class ids (CLSIDs) of the action plug-ins that may be used to provide actions for a particular semantic category type label. A GUID is a globally unique identifier used to represent components in the COM architecture. Each DLL has a class id (CLSID), which is a GUID. The ActionGUID is a GUID that is specified by the recognizer plug-in and which corresponds to the CLSID(s) of the only action plug-ins that should be permitted to provide actions for the semantic category type label provided by the recognizer plug-in.
These and other features, advantages, and aspects of the present invention may be more clearly understood and appreciated from a review of the following detailed description of the disclosed embodiments and by reference to the appended drawings and claims.



BRIEF DESCRIPTION OF THE DRAWINGS
FIG. 1 is a block diagram of a computer that provides the exemplary operating environment for the present invention.
FIG. 2 is a block diagram illustrating an exemplary architecture for use in conjunction with an embodiment of the present invention.
FIG. 3 is a flow chart illustrating a method for semantically labeling strings during creation of an electronic document.
FIG. 4 is an illustration of a display of a semantic category and its associated dropdown menu.
FIG. 5 is a flow chart illustrating a method for specifying particular action plug-ins to use with a particular semantic category in accordance with an embodiment of the present invention.
FIG. 6 is a flow chart illustrating a method for displaying actions for a particular semantic category in accordance with an embodiment of the present invention.



DETAILED DESCRIPTION
The present invention is associated with a method for semantically labeling strings in an electronic document and providing actions in association with those recognized strings. A string is defined as a data structure composed of a sequence of characters usually representing human-readable text. Strings are recognized and annotated, or labeled, with a type label by a recognizer plug-in. After the strings are annotated with a type label, application program modules may use the type label and other metadata to provide users with a choice of electronic commerce actions. If the user's computer does not have any actions associated with that type label, the user may be provided with the option to surf to a download Uniform Resource Locator (URL) and download action plug-ins for that type label.
In one embodiment, the present invention uses an ActionGUID to specify the class ids (CLSIDs) of the action plug-ins that may be used to provide actions for a particular semantic category type label. A GUID is a globally unique identifier used to represent components in the COM architecture. Each DLL has a class id (CLSID), which is a GUID. The ActionGUID is a GUID that is specified by the recognizer plug-in and which corresponds to the CLSID(s) of the only action plug-ins that should be permitted to provide actions for the semantic category type label provided by the recognizer plug-in.
Having briefly described an embodiment of the present invention, an exemplary operating environment for the present invention is described below.
Exemplary Operating Environment
Referring now to the drawings, in which like numerals represent like elements throughout the several figures, aspects of the present invention and the exemplary operating environment will be described.
FIG. 1 and the following discussion are intended to provide a brief, general description of a suitable computing environment in which the invention may be implemented. While the invention will be described in the general context of an application program that runs on an operating system in conjunction with a personal computer, those skilled in the art will recognize that the invention also may be implemented in combination with other program modules. Generally, program modules include routines, programs, components, data structures, etc. that perform particular tasks or implement particular abstract data types. Moreover, those skilled in the art will appreciate that the invention may be practiced with other computer system configurations, including hand-held devices, multiprocessor systems, microprocessor-based or programmable consumer electronics, cell phones, minicomputers, mainframe computers, and the like. The invention may also be practiced in distributed computing environments where tasks are performed by remote processing devices that are linked through a communications network. In a distributed computing environment, program modules may be located in both local and remote memory storage devices.
With reference to FIG. 1, an exemplary system for implementing the invention includes a conventional personal computer 20, including a processing unit 21, a system memory 22, and a system bus 23 that couples the system memory to the processing unit 21. The system memory 22 includes read only memory (ROM) 24 and random access memory (RAM) 25. A basic input/output system 26 (BIOS), containing the basic routines that help to transfer information between elements within the personal computer 20, such as during start-up, is stored in ROM 24. The personal computer 20 further includes a hard disk drive 27, a magnetic disk drive 28, e.g., to read from or write to a removable disk 29, and an optical disk drive 30, e.g., for reading a CD-ROM disk 31 or to read from or write to other optical media. The hard disk drive 27, magnetic disk drive 28, and optical disk drive 30 are connected to the system bus 23 by a hard disk drive interface 32, a magnetic disk drive interface 33, and an optical drive interface 34, respectively. The drives and their associated computer-readable media provide nonvolatile storage for the personal computer 20. Although the description of computer-readable media above refers to a hard disk, a removable magnetic disk and a CD-ROM disk, it should be appreciated by those skilled in the art that other types of media which are readable by a computer, such as magnetic cassettes, flash memory cards, digital video disks, Bernoulli cartridges, and the like, may also be used in the exemplary operating environment.
A number of program modules may be stored in the drives and RAM 25, including an operating system 35, one or more application programs 36, a word processor program module 37 (or other type of program module), program data 38, and other program modules (not shown).
A user may enter commands and information into the personal computer 20 through a keyboard 40 and pointing device, such as a mouse 42. Other input devices (not shown) may include a microphone, joystick, game pad, satellite dish, scanner, or the like. These and other input devices are often connected to the processing unit 21 through a serial port interface 46 that is coupled to the system bus, but may be connected by other interfaces, such as a game port or a universal serial bus (USB). A monitor 47 or other type of display device is also connected to the system bus 23 via an interface, such as a video adapter 48. In addition to the monitor, personal computers typically include other peripheral output devices (not shown), such as speakers or printers.
The personal computer 20 may operate in a networked environment using logical connections to one or more remote computers, such as a remote computer 49. The remote computer 49 may be a server, a router, a peer device or other common network node, and typically includes many or all of the elements described relative to the personal computer 20, although only a memory storage device 50 has been illustrated in FIG. 1. The logical connections depicted in FIG. 1 include a local area network (LAN) 51 and a wide area network (WAN) 52. Such networking environments are commonplace in offices, enterprise-wide computer networks, intranets and the Internet.
When used in a LAN networking environment, the personal computer 20 is connected to the LAN 51 through a network interface 53. When used in a WAN networking environment, the personal computer 20 typically includes a modem 54 or other means for establishing communications over the WAN 52, such as the Internet. The modem 54, which may be internal or external, is connected to the system bus 23 via the serial port interface 46. In a networked environment, program modules depicted relative to the personal computer 20, or portions thereof, may be stored in the remote memory storage device. It will be appreciated that the network connections shown are exemplary and other means of establishing a communications link between the computers may be used.
FIG. 2 is a block diagram illustrating an exemplary architecture 200 for use in conjunction with an embodiment of the present invention. The architecture includes an application program module 205, such as word processor program module 37 (FIG. 1). The application program module 205 is able to communicate with a recognizer dynamic-link library 210 (hereinafter recognizer DLL) and an action dynamic-link library 215 (hereinafter action DLL) as a user is creating or editing an electronic document. The recognizer DLL 210 controls a number of recognizer plug-ins 220. The action DLL 215 controls a number of action plug-ins 225. The action DLL also controls a type-action database 230.
In a preferred embodiment, the action plug-ins and recognizer plug-ins are Automation Servers. Automation Servers are well-known software components which are assembled into programs or add functionality to existing programs running on the Microsoft WINDOWS® operating system. Automation Servers may be written in a variety of computing languages and may be un-plugged from a program at run time without having to recompile the program. It should also be understood that, in a preferred embodiment, the action DLL and recognizer DLL are merged into a single DLL.
The recognizer DLL 210 handles the distribution of strings from the electronic document running on the application program module 205 to the individual recognizer plug-ins 220. The recognizer plug-ins 220 recognize particular strings in an electronic document, such as a word processing document, a spreadsheet document, a web page, etc. The recognizer plug-ins 220 may be packaged with the application program module 205 or they may be written by third parties to recognize particular strings that are of interest. Typically, the recognizer DLL 210 passes strings to the recognizer plug-ins 220 in one paragraph or cell value increments.
As part of recognizing certain strings as including semantic information, the recognizer plug-ins 220 determine which strings are to be labeled and how they are to be labeled. After receiving these results from the various recognizer plug-ins 220, the recognizer DLL 210 sends semantic categories to the application program module. In a preferred embodiment, a semantic category comprises the recognized string, a type label, and a download URL. A semantic category may also comprise metadata. The recognizer plug-ins 220 each run separately and the recognizer DLL 210 is responsible for handling the asynchronicity that results from different recognizer plug-ins returning results with different delays.
After a string is labeled by a recognizer plug-in 220 and a semantic category is sent to the application program module 205, the user of the application program module 205 will be able to execute actions that are associated with the type label of the semantic category. The action DLL 215 manages the action plug-ins 225 that are run to execute the actions. As with the recognizer plug-ins 220, the action plug-ins 225 may be packaged with the application program module 205 or written by third parties to perform particular actions that are of interest to the third party. The action plug-ins provide possible actions to be presented to the user based upon the type label associated with the string. The action DLL 215 determines what type label the semantic category includes and cross-references the type label in the type-action database 230 with a list of actions to determine what actions to present to the user. It should be understood that, in a preferred embodiment, the type-action database is not used. Instead, the list of actions is dynamically generated for each type by looking in the registry to determine which actions are installed and then querying the action DLLs to determine which types they apply to.
After the user chooses an action, the action DLL 215 manages the appropriate action plug-ins 225 and passes the necessary information between the action plug-ins and the application program module 205 so that the action plug-in may execute the desired action. Typically, the application program module sends the action DLL an automation request to invoke the action the user has selected.
As described above, the combination of the recognized string, type label, metadata and download URL is referred to herein as a semantic category. The type label is a semantic information label. The semantic category may also comprise metadata, which are hidden properties of the semantic category. An example of a semantic category may clarify the definition. Suppose a user enters the text “Gone With the Wind” into an electronic document. The string “Gone With the Wind” may be identified as a semantic category of type label “Book Title” and of type label “Movie Title”. In addition, metadata such as the ISBN number may be returned by the recognizer plug-in to the application program module as part of the semantic category. A download URL may be provided with the type labels “Book Title” and “Movie Title” in case the user's machine has not stored action plug-ins for these type labels. For example, an action for the type label “Book Title” may be “Buy this Book” from an online retailer. If the user does not have the action plug-in DLL 225 corresponding to “Buy this book”, then the download URL may be used to navigate the user's web browser to an appropriate website to download this action plug-in. In other implementations of the invention, multiple download URLs may be provided for a single type label.
It should also be understood that the present invention, in a preferred embodiment, also recognizes sequences of capitalized words that contain function words, and which are likely to be special, but for which there is no type label information. These strings are typically labeled by a grammar checker program module.
The actions provided for a semantic category may utilize both the type label and the text of the recognized string. For example, a word processor program module may use a grammar checker as a recognizer plug-in to label strings that are person names. After a string has been labeled as a person's name, the word processor program module may, through a standard user interface mechanism, allow users to execute pertinent actions, such as looking up the person's name in the contacts folder in a personal information manager program module, sending electronic mail, or searching for the person's name in an HR database.
Having described an exemplary architecture, an exemplary method 300 for semantically labeling strings during document creation will be described below in reference to FIGS. 2 and 3.
Method for Semantically Labeling Strings During Document Creation
FIG. 3 is a flow chart illustrating a method 300 for semantically labeling strings during creation of an electronic document. Those skilled in the art will appreciate that this is a computer-implemented process that is carried out by the computer in response to input from the user and instructions provided by a program module.
Referring to FIG. 3, the method 300 begins at start step 305 and proceeds to step 310 when a user opens an electronic document in application program module 205. In a preferred embodiment, the electronic document is a word processing document or a spreadsheet document. However, the invention is not limited to either of these specific types of electronic documents.
At step 310, the application program module 205 receives a new string, such as when the user enters a new paragraph into the electronic document or edits a previously entered paragraph. The method 300 then proceeds to step 315.
At step 315, the paragraph containing the new string is passed from the application program module 205 to the recognizer DLL 210. The recognizer DLL is responsible for communicating with the application program module, managing the jobs that need to be performed by the recognizer plug-ins, receiving results from the recognizer plug-ins and sending semantic category information to the application program module. At boot time, the recognizer DLL communicates with its recognizer plug-ins to determine what languages it supports, what types it can apply, etc. It should be understood that, in a preferred embodiment, a paragraph is passed to the recognizer DLL at step 315. However, in alternative embodiments, a sentence, the contents of a spreadsheet cell, a section of the document, the entire document, etc. may be passed to the recognizer DLL. In other words, the present invention is not limited to simply passing a paragraph to the recognizer DLL. The method 300 then proceeds to step 320.
Still referring to step 315, the application program module 205 typically sends one paragraph at a time to the recognizer DLL. In addition, in a preferred embodiment, a grammar checker program module sends all semantic categories (without type labels) to the recognizer DLL that have been identified by the grammar checker program module. Passing these semantic categories (without type labels) to the recognizer DLL is important because doing so saves each recognizer plug-in from needing to decide whether something is a capitalized string interspersed with function words (a task that would require writing a number of regular expressions: Cap Cap Unc Cap; Cap Unc Cap; etc.). If a label is applied by a recognizer plug-in to a string the grammar checker program module labeled, the grammar checker label will then be removed.
At step 320, during idle time, the paragraph (and information from the grammar checker program module) is passed to the recognizer plug-ins. The method then proceeds to step 325.
It should be understood that, in a preferred embodiment, the recognizer DLL 210 maintains a job queue. If before the recognizer DLL 210 sends the paragraph to the recognizer plug-ins 220 the user edits the paragraph, then the job containing the edited paragraph is deleted and is not sent to the recognizer plug-ins. Then, a new job enters the queue at step 315 after the edited paragraph is received at step 310. This job deletion is necessary to prevent the recognizer plug-ins from performing unnecessary work on a paragraph that has been edited.
At step 325, the recognizer plug-ins are executed on the paragraph to recognize keywords or perform other actions defined by the recognizer plug-in. As part of executing the recognizer plug-in, the paragraph may be broken into sentences by the recognizer plug-in. However, each recognizer plug-in is responsible for its own sentence-breaking. After the keywords or special words are found at step 325, then the method proceeds to step 330.
At step 330, the results from each of the recognizer plug-ins are received by the recognizer DLL. The method then proceeds to decision step 335.
At decision step 335, it is determined whether the paragraph that has been reviewed by the recognizer plug-ins has been edited after the paragraph was sent to the recognizer DLL. If so, then the method 300 returns to step 315 and the edited paragraph is received by the recognizer DLL from the application program module. If not, then the method proceeds to step 340.
At step 340, the results from the recognizer plug-ins are compiled into semantic categories by the recognizer DLL and the semantic categories are sent to the application program module. At step 345, the application program module displays the semantic categories to the user in the electronic document. The method 300 then ends at step 399.
As should be understood from the above description, the architecture for recognizing semantic categories permits third parties to develop recognizer plug-ins to identify strings of one or more particular types. The recognizer plug-ins communicate with the application program module and receive a string from the application program module. The recognizer plug-ins may apply recognition algorithms to the string and communicate the identity of recognized strings back to the application program module.
After a string is labeled with a particular type label, the user will be able to execute action plug-ins that pertain to that type label. The action plug-ins preferably are COM objects that are executed via communication between the application program module and the action DLL. Parameters and other information necessary to execute the action (the HTML of the string labeled as being of a particular type, the HTML of the string representing the current selection) will be passed from the application program module to the action DLL and, in turn, passed to the action plug-in.
Actions Assigned to Type Labels
An architecture for identifying and executing a set of actions associated with a semantic category may also be provided. This architecture comprises actions that apply to a particular type label (e.g. an action for book titles may be “Buy this book from shop.Microsoft.com”) and executing those actions when the user so desires. An action is a user-initiated function applied to a typed string. For example, adding a name to the contacts folder is one action possible for a type label “Person name”.
There is power and flexibility that results from allowing third party vendors, such as IT professionals, to design and write recognizer plug-ins and action plug-ins for deployment within an organization or for deployment on the World Wide Web. Some example actions that may be executed include:
Schedule a meeting
Create task
Display calendar
Add to contacts folder
Look up in contacts folder, address book, Windows Address Book (WAB), Global
Address List (GAL), etc.
Insert address into document
Send mail to
Display EXPEDIA map
Stock quote lookup
Send instant message to
Different actions may be assigned to different type labels and these type label-action assignments may be stored in the type-action database 230. Table 1 below illustrates some possible type label-action pairings.










TABLE 1







Type Labels
Actions









Person name
Show contact info




Add to contacts




E-mail




Insert address into document




Send instant message to



Date
Show calendar for that day




New task with that due date




Schedule meeting that day



Place
Display EXPEDIA map




Add to contacts



Address
Add to contacts



Phone number
Add to contacts



E-mail
Add to contacts



Date
Schedule a meeting



Task
Schedule a task



Meeting
Schedule a meeting










For each type label, the type-action database 230 may store a download URL specified by the creator of the type label that users who do not have action-plug-ins or recognizer plug-ins for that semantic category type can go to in order to get action plug-ins and/or recognizer plug-ins. For example, the download URL for the type label “Book Title” might be microsoft.com/semanticcategories.asp. Once at that web page, a user may be offered downloads of various action plug-ins and recognizer plug-ins. There may also be an option on the user interface to navigate to the download URL so that recipients of documents with semantic categories can easily get the action plug-ins for those semantic categories.
Storing Semantic Categories
Semantic categories may be stored as part of the electronic document along with other document information and may be available when a document is transmitted from one computer to another computer. In a preferred embodiment, storing semantic categories in an electronic document is controlled by an “Embed semantic categories” checkbox. The checkbox is on by default. Turning it off will prevent semantic categories in the document from being saved. The state of the checkbox is per document. The same checkbox controls saving for both .htm and .doc documents.
Checking a “Save semantic categories as XML properties” checkbox (off by default) will write out the text of all of the semantic categories in the document and their labels in the header of the HTML file in XML (that is using the same tags as are used inline, but surrounded by <xml>And </xml>) for easy identification and parsing by search engines and knowledge management systems.
Semantic categories may be saved as a unique namespace plus a tag name. A namespace is an XML construct for uniquely identifying a group of XML tags that belong to a logical category. Thus, every semantic category is uniquely identified by its nametag (e.g., “streetname”) in addition to its namespace (e.g., “schemas-microsoft-com:outlook:contact”)
Although the method 300 described above is one method for identifying semantic categories, there may be other mechanisms for identifying semantic categories. One mechanism is a grammar checker program module (not shown) connected to word processor program module 37. Another mechanism is receiving a semantic category from another electronic document. For example, when text containing a semantic category is copied from one electronic document and pasted into another electronic document of the word processor program module 37, the information identifying the semantic category is preserved and copied along with the copied text.
Displaying Semantic Categories to the User
Referring now to FIG. 4, an illustration of a display of a semantic category 400 and its associated dropdown menu 405 will be described. It should be understood that FIG. 4 is an illustration of a semantic category 400 and dropdown menu 405 as displayed to a user by the application program module 205.
The string 410 associated with semantic category 400 is the string “Bob Smith”. As shown in FIG. 4, the string 410 of a semantic category 400 may be identified to the user by brackets 415. Of course, many other devices such as coloring, underlining, icons, etc. may be used to indicate to the user that a particular string is a semantic category.
In a preferred embodiment, when the user hovers a cursor over the string 410 or places the insertion point within string 410, then dropdown menu 405 is displayed to the user. The dropdown menu may display a list of actions associated with a semantic category. The dropdown menu may appear above and to the left of the semantic category string.
Typically, the first line of the dropdown menu indicates which string is the semantic category string (Bob Smith in FIG. 4) and what type the semantic category is (Person name in FIG. 4). Listed below the first line are actions 420 available for the semantic category type, such as “Send mail to . . . ”, “Insert Address”, and “Display contact information . . . ”.
The first item on the drop down menu below the separator line is “Check for new actions . . . ” 425. “Check for new actions . . . ” 425 will appear only for semantic categories whose download URL is available to the application program module. If selected, “Check for new actions . . . ” 425 uses the semantic category download URL to navigate the user's web browser to the homepage for the semantic category type applied to the string. For example, suppose new actions have been defined for the semantic category type “person name”. If so, then new actions will be downloaded to the user's computer after selecting “Check for new actions . . . ” 425. “Check for new actions . . . ” 425 will be grayed out if a download URL is unavailable for the semantic category.
If selected, the “Remove this semantic category” item 430 deletes the semantic category label from the string. If selected, the “Semantic categories” item 435 navigates the user to the semantic categories tab of the autocorrect dialog.
It should be understood that the application program module sends a request to the action DLL to determine which actions are shown with each semantic category type.
Actions Performed in Association with Semantic Categories
There are a number of functions that users perform on typed data that preferred word processor program module 37 and semantic categories will make easier. The functions fall into three primary categories:

    
    
        1) interacting with personal information manager contacts, tasks, meetings, and mail;
        2) interacting with properties on the World Wide Web or a corporate intranet; and
        3) interacting with other applications on the client machine.
    
    


A single string may be associated with multiple semantic categories. Every semantic category has a type label with one or more action plug-ins defined for the type label. For example, the “Address” type label may have the “Open in MapPoint”, “Find with Expedia Maps” and “Add to my Address Book” actions associated with it and each of these actions may have a different action plug-in to execute the action.
The actions assigned to type labels also depend on the computer that the application program module is running on. Thus, if a computer has three actions registered for the type label “Address”, then all strings with an “Address” type label will be assigned to three actions. However, if one of these semantic categories is sent to a computer which has only two actions registered for the “Address” type label, then the user will only be exposed to two actions for this semantic category.
Nesting of Semantic Categories
In an embodiment of the present invention, semantic categories may be nested inside each other. For example, the string “George Washington” may include a semantic category with type label “Person Name” for the span “George Washington State” and a semantic category with type label “State” for the span “Washington”. Moreover, two semantic categories may cover exactly the same span. For example, the string “George Washington” may include a semantic category with type label “Person Name” and a semantic category with type label “President”.
Because the preferred application program module 37 will support labeling a single string with multiple type labels (e.g. Bob Smith could be a semantic category labeled as a “Person Name” and labeled as a “Microsoft employee”), the preferred application program module 37 will use cascade menus on the dropdown menu if multiple semantic category types are assigned.
For example, the cascade menu may include a list of the type labels included in the recognized string. This list may include a type label “Person Name” and a type label “Microsoft employee”.
It should be understood that a cascade menu may be used to allow the user to select which type label the user is interested in and to further select an action after selecting the type label.
In-document User Interface to Indicate Semantic Categories
As described above with reference to FIG. 4, the application program module may include the option to display an in-document user interface to indicate the location of semantic categories. This in-document user interface may use a colored indication to indicate the location of a semantic category, such as the brackets 415 in FIG. 4. The in-document user interface will also be able to show nesting of semantic categories. For example, if Michael Jordan is labeled as a semantic category with type label “Person Name”, Michael is a semantic category with type label “First Name” and Jordan is a semantic category with type label “Last Name”, the document may look like this with the brackets indicating semantic categories:
[[Michael] [Jordan]]
Of course, the in-document user interface may be any sort of indication. For example, in the “EXCEL” spreadsheet application program, the interface comprises a triangle in the lower right hand portion of a cell to indicate that one or more semantic categories are present in the cell.
Although the present invention has been described as implemented in a word processing program module, it should be understood that the present invention may be implemented in other program modules, including, but not limited to, HTML authoring programs and programs such as the “POWERPOINT”® presentation graphics program and the “OFFICE” program module, both marketed by Microsoft Corporation of Redmond, Wash.
As described above, the semantic category may also include metadata returned by the recognizer plug-ins. For example, a recognizer plug-in that recognizes the titles of books may return as metadata an ISDN book number when it recognizes the title of a book. The ISDN book number metadata may then be used to provide actions. Metadata may also be used to disambiguate for actions and searches. For example, suppose a recognizer DLL is linked to a corporate employee database to recognize names. When the recognizer DLL recognizes “Bob Smith”, it may store “employeeID=12345” as metadata in the background. Then, when an action is fired, the text in question will be known to reference Bob Smith, employee no. 12345 rather than Bob Smith, employee no. 45678. Also, the metadata may allow searches to be performed independent of the actual text in a document. So, a search may be conducted on “Robert Smith” by looking for employee 12345 in the employee databases and by performing a search on the metadata for employee number 12345 to find documents with “Bob Smith” in them. There are also numerous other functions for metadata. For instance, DHTML could be inserted so special tricks may be performed within a web browser. Additionally, data used by other actions may be inserted such as someone's e-mail address that could be used by the send-mail-to action, a normalized version of the date could be stored to easily interact with a personal information manager, etc.
Restricting Actions for Certain Semantic Categories
In some embodiments, the semantic category architecture as illustrated in FIG. 2 allows any action plug-in to declare that it provides actions for any recognizer plug-in (or any type label recognized by any recognizer plug-in). This architecture allows great flexibility in that action plug-ins can be developed separately from recognizer plug-ins and third parties can extend the semantic category type labels recognized. However, this architecture has some drawbacks. For example, suppose that a developer invests heavily in building and maintaining a database of product names of a particular type, such as a list of compact discs, and invests in developing a recognizer plug-in to recognize these product names. The developer may want to leverage this database by recognizing compact discs mentioned in documents and mail messages in order to sell those items to users. However, under the semantic category architecture described above, the recognition by the developer's recognizer plug-in may be used by a third party to provide actions such as purchasing the compact disc from a third party. Thus, the third party or another compact disc retailer could effectively “hijack” the recognition efforts of the developer's recognizer plug-in and provide a buying action for compact discs recognized by the developer's recognizer plug-in. The third party simply has to develop an action plug-in and use the existing recognizer plug-in of the developer. Developers might be hesitant to spend a lot of time and resources developing effective recognizer plug-ins if it is easy for their competitors to capitalize on their efforts. Thus, a method and system for specifying which actions plug-ins may be used in association with a specific recognizer plug-in is needed.
In one embodiment, the present invention uses an ActionGUID to specify the class ids (CLSIDs) of the action plug-ins that may be used to provide actions for a particular semantic category type label. A GUID is a globally unique identifier used to represent components in the COM architecture. Each action plug-in has a class id (CLSID), which is a GUID. The ActionGUID is a GUID that is specified by the recognizer plug-in and which corresponds to the CLSID(s) of the only action plug-ins that should be permitted to provide actions for the semantic category type label provided by the recognizer plug-in.
Thus, in one embodiment of the present invention, a recognizer plug-in is able to specify one or more ActionGULIDs that identify the one or more action plug-ins that should provide actions for a particular type label supplied by the recognizer plug-in. The ActionGUID may be stored within a document so that even if the document travels to a different machine, the ActionGUID will be obeyed (note that CLSIDs are typically not specific to a particular machine, but are constant for a particular plug-in or DLL).
With ActionGUID support added, in one embodiment, the present invention will provide a list of actions in the semantic category dropdown menu for the action plug-in(s) whose CLSID(s) matches the ActionGUID.
One key aspect of recognizers is that in addition to applying category information to a string, they can also associate arbitrary metadata with that string. For example, the recognizer for person names might also embed the person's employee id number in the document. The benefit of embedding additional metadata is that the pool of metadata is available to the action handlers. So, for example, an action handler to send someone e-mail might most easily be written in some environments if the employee id number were embedded along with the name, assuming that employee e-mail addresses were derived from employee numbers. In one embodiment of the invention, the ActionGUID may be embedded in the metadata and stored with the recognized string.
Referring now to FIG. 5, a flow chart illustrating a method 500 for specifying particular action plug-ins to use with a particular semantic category in accordance with an embodiment of the present invention will be described.
The method begins at start step 502 and proceeds to step 505 where a recognizer plug-in recognizes a semantic category in a string that has been passed from the recognizer DLL. The method then proceeds to step 510.
At step 510, the recognizer plug-in passes semantic category information to the recognizer DLL such as the string that was recognized, the type label to be applied to the string, the download URL, etc. Included in this semantic category information is one or more ActionGUIDs. The ActionGUIDs identify the one or more action plug-ins that should provide actions for the particular type label supplied by the recognizer plug-in.
The method then proceeds to step 515. At step 515, the semantic category information (including the ActionGUID) is passed from the recognizer DLL to the application and stored with the document. The method then ends at step 599.
After the ActionGUID is stored with the document, the ActionGUID may later be used if the user decides to view the possible actions associated with a semantic category as will be described below.
Referring now to FIG. 6, a flow chart illustrating a method 600 for displaying actions for a particular semantic category in accordance with an embodiment of the present invention will be described. The method 600 begins at start step 602 and proceeds to decision step 603 when it is determined that the user has selected to view the actions associated with a particular semantic category type label. At decision step 603, it is determined whether there is an ActionGUID associated with the semantic category type label. If not, the method ends at step 699 because no ActionGUID is present and actions are not restricted. However, if an ActionGUID is present, then the method proceeds to step 605.
At step 605, the ActionGUID associated with the selected semantic category type label is determined. The method then proceeds to step 610.
At step 610, one of the action plug-ins that specifies to provide actions for that particular semantic category type label is reviewed and its CLSID is retrieved. It should be understood that, in one embodiment of the invention, any number of action plug-ins may designate that they provide actions for any number of semantic category labels and the recognizer plug-in developer must specifically designate which action plug-ins are authorized action plug-ins using an ActionGUID. Therefore, at step 610 one of the action plug-ins that specifies to provide actions for that particular semantic category type label is retrieved and its CLSID is retrieved so that it may be determined whether the action plug-in is an authorized action plug-in as will be described below.
At decision step 615, it is determined whether the CLSID of the retrieved action plug-in matches the ActionGUID of the semantic category. If not, then the method proceeds to decision step 625. If the CLSID does match the ActionGUID of the semantic category, then the method proceeds to step 620.
At step 620, the action defined by the action plug-in will be displayed in the semantic category dropdown menu as illustrated in FIG. 4. The method then proceeds to decision step 625.
At decision step 625, it is determined whether there are any other action plug-ins that specify to provide actions for the particular semantic category type label and which have not been reviewed. If so, then the method returns to step 610 and another action plug-in is reviewed. If not, then the method ends at step 699 and the semantic category dropdown menu is displayed to the user with the authorized actions displayed.
It should be understood that there are a number of ways to designate that one or more action plug-ins are to be used with a particular semantic category type label. For example, in one embodiment of the invention, a recognizer plug-in may designate which action plug-ins are to be used to provide actions during an initialization process. During the initialization process the recognizer plug-in may send an API to the recognizer DLL including relevant information about the recognizer plug-in such as the locales the recognizer applies to, the applications that the recognizer plug-in applies to, etc. Included with this initialization information may be an ActionGUID value. If no ActionGULID is specified, then anyone can provide an action for the semantic category type label recognized by the recognizer plug-in. However, if an ActionGULID is specified, then this ActionGUID is compared to CLSIDs of action plug-ins to determine which action plug-ins may provide actions.
In one embodiment, the information regarding which action plug-ins may provide actions may be stored in the type-action database.
In another embodiment, the files for a web page may include the ActionGUID so that only specific action plug-ins may be used to provide actions. The web page may contain some XML that specifies some information about the semantic categories on the web page (such as what type the semantic categories are, what the download URL is, etc.). This information may be augmented to include an actionGUID. The infrastructure of the present invention may be used to discover the actionGUID when it parses the relevant parts of the web page and may restrict the actions for the semantic categories accordingly.
In another embodiment, a web page may be designed so that an HTML tag specifies not to use specific recognizer plug-ins and action plug-ins while viewing a particular site. In one embodiment of the invention, this would be a voluntary program similar to the ROBOT exclusion standard used to prevent web search engines from crawling web content whose owner has specifically requested that their web content not be crawled. Thus, when a specific predefined HTML tag is encountered on another's webpage, no recognizer plug-ins and action plug-ins would be used or only specified action plug-ins and recognizer plug-ins would be used. This prevents the situation where bookseller one has a webpage and, while viewing bookseller one's webpage, a user is presented with semantic category recognition and actions provided by bookseller two's recognizer plug-in and action plug-in.
Although the present invention has been described above as implemented in preferred embodiments, it will be understood that alternative embodiments will become apparent to those skilled in the art to which the present invention pertains without departing from its spirit and scope. Accordingly, the scope of the present invention is defined by the appended claims rather than the foregoing description.

## Claims

1. A computer-implemented method, implemented in an electronic system for creating and editing an electronic document, for providing a plurality of actions in association with a string in the electronic document, the method comprising:
receiving an automatically selected string in the electronic document;
recognizing the string as belonging to at least one semantic category;
when the string belongs to more than one semantic category, labeling the recognized string with a plurality of type labels associated with the plurality of semantic categories, wherein labeling the recognized string with the type label associated with the plurality of semantic categories comprises receiving a selection, from a menu, the selection labeling the recognized string with a type label from the plurality of type labels when the recognized string is associated with a plurality of semantic categories;
determining an action ID associated with the type label of the at least one semantic category associated with the type label selected from the menu;
determining whether a plurality of action plug-ins associated with the at least one semantic category are available in the electronic system using the type label and metadata associated with the electronic document;
when the plurality of action plug-ins are associated with the at least one semantic category, then for each of the plurality of action plug-ins, determining whether a class ID matches the action ID and then displaying unique elements associated with the at least one semantic category for the matching action plug-in in a semantic category menu, wherein displaying the unique elements associated with the at least one semantic category for the matching action plug-in in the semantic category menu comprises:
displaying the recognized string and one or more types of semantic categories associated with the recognized string,
displaying a list of unique actions available for each of the at least one semantic category type,
displaying an action to navigate a user's web browser to download new actions, in response to a determining that a download uniform resource locator (URL) is available, and
displaying an action to delete at least one type of semantic category; and

embedding the plurality of semantic categories in the electronic document, wherein each of the plurality of embedded semantic categories comprises the automatically selected string in the electronic document, the label associated with the recognized string, and the unique action associated with the at least one semantic category for the matching action plug-in.

2. The method of claim 1 further comprising:
determining that the action has been selected and performing the action defined by the action plug-in on the electronic document.

3. The method of claim 1 wherein the semantic category menu is displayed in response to a user selecting the at least one semantic category.

4. The method of claim 1 further comprising:
if the plurality of action plug-ins are not associated with the at least one semantic category, then providing a hypertext link to download action plug-ins associated with the at least one semantic category.

5. A system operable for creating and editing an electronic document, the system comprising:
a memory storage; and
a processing unit coupled to the memory storage, wherein the processing unit is operative to:
receiving an automatically selected string in the electronic document;
recognizing the string as belonging to at least one semantic category;
when the string belongs to more than one semantic category, labeling the recognized string with a plurality of type labels associated with the plurality of semantic categories, wherein labeling the recognized string with the type label associated with the plurality of semantic categories comprises receiving a selection, from a menu, the selection labeling the recognized string with a type label from the plurality of type labels when the recognized string is associated with a plurality of semantic categories;
determining an action ID associated with the type label of the at least one semantic category associated with the type label selected from the menu;
determining whether a plurality of action plug-ins associated with the at least one semantic category are available in the electronic system using the type label and metadata associated with the electronic document;
when the plurality of action plug-ins are associated with the at least one semantic category, then for each of the plurality of action plug-ins, determining whether a class ID matches the action ID and then displaying unique elements associated with the at least one semantic category for the matching action plug-in in a semantic category menu, wherein displaying the unique elements associated with the at least one semantic category for the matching action plug-in in the semantic category menu comprises:
displaying the recognized string and one or more types of semantic categories associated with the recognized string,
displaying a list of unique actions available for each of the at least one semantic category type,
displaying an action to navigate a user's web browser to download new actions, in response to a determining that a download uniform resource locator (URL) is available, and
displaying an action to delete at least one type of semantic category; and

embedding the plurality of semantic categories in the electronic document,

wherein each of the plurality of embedded semantic categories comprises the automatically selected string in the electronic document, the label associated with the recognized string, and the unique action associated with the at least one semantic category for the matching action plug-in.

6. The system of claim 5 wherein the processing unit is further operable to determine that the action has been selected and perform the action defined by the action plug-in on the electronic document.

7. The system of claim 5 wherein the semantic category menu is displayed in response to a user selected semantic category.

8. The system of claim 5 wherein if the plurality of action plug-ins are not associated with the at least one semantic category, the processing unit is further operable to then provide a hypertext link to download action plug-ins associated with the at least one semantic category.

9. The system of claim 5 wherein the processing unit is further operable to determine a class ID for the action plug-in associated with the at least one semantic category.

10. The system of claim 5 wherein the processing unit operable to determine the action ID associated with the type label of the at least one semantic category comprises the processing unit operable to receive the action ID from a recognizer plug-in associated with the at least one semantic category.

11. The system of claim 5 wherein the processing unit operable to determine the action ID associated with the type label of the at least one semantic category comprises the processing unit operable to search a database for the action ID associated with the at least one semantic category.