IP Library Granted Patent US 9,923,853
Granted Patent B2
US 9,923,853 · App. 14/874,587 · Granted Mar 20, 2018

Folders that employ dynamic user training rules to organize content

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Quick Facts
Patent No.
US 9,923,853
App. No.
14/874,587
Granted
Mar 20, 2018
Kind
B2
Abstract

Dynamic user training rules can be employed to organize content within a folder. Each folder can be associated with a dynamic rule that defines a number of attribute and weighting factor associations and a folder threshold. Each attribute and weighting factor association can identify an attribute that is common among the contents of the smart folder and associate a weighting factor with the common attribute. Whenever a user manually moves content into or out of the smart folder, the attribute and weighting factor associations and possibly the folder threshold can be updated accordingly, such as by adjusting a value of one or more weighting factors to better reflect how common they are after the content has been manually moved into or out of the folder. In this way, the dynamic rule is automatically updated in response to the user's interaction with the smart folder.

Claims (54)

1. A method, implemented by an email system, for providing a dynamic rule that is used to identify whether an email should be stored in a folder, the method comprising:

accessing a folder that stores a number of emails;

analyzing attributes of each of the number of emails to identify a plurality of common attributes;

for each common attribute, associating a weighting factor with the common attribute, the weighting factor representing how common the common attribute is among the number of emails in the folder, each weighting factor being employed to determine whether an email should automatically be stored in the folder;

in response to a user manually adding a first email to the folder, determining that the first email matches a first attribute of the common attributes but does not match a second attribute of the common attributes; and

automatically adjusting the weighting factor associated with the first and second attributes by increasing the weighting factor associated with the first attribute and decreasing the weighting factor associated with the second attribute.

2. The method of claim 1 , further comprising:

in response to the user manually removing a second email from the folder, determining that the second email matches the first attribute but does not match the second attribute; and

automatically decreasing the weighting factor associated with the first attribute and automatically increasing the weighting factor associated with the second attribute.

3. The method of claim 1 , further comprising:

prior to accessing the folder, receiving user input that requests that the folder be created, the user input including a hint; and

employing the hint to identify the number of emails to be stored in the folder.

4. The method of claim 1 , further comprising:

generating an email index for each of the number of emails, each email index being generated using the weighting factor of any common attribute that the email matches; and

generating a folder threshold from the email indexes.

5. The method of claim 4 , further comprising:

generating an email index for an email that is not stored in the folder;

comparing the email index for the email that is not stored in the folder to the folder threshold to determine whether the email that is not stored in the folder should be stored in the folder.

6. The method of claim 4 , wherein the folder threshold has a value that is less than or equal to a lowest email index generated for the number of emails stored in the folder.

7. The method of claim 4 , further comprising:

after automatically adjusting the weighting factor associated with the first and second attributes, updating the folder threshold.

8. A method for automatically adjusting a dynamic rule in response to a user manually adding an email to a folder or manually removing an email from the folder, the method comprising:

maintaining a folder that stores a number of emails, the folder being associated with a dynamic rule that is employed to determine whether an email should be automatically added to the folder, the dynamic rule including a plurality of associations and a folder threshold, each association identifying an attribute and a weighting factor associated with the attribute;

receiving user input that manually adds a first email to the folder, and in response, determining that the second email matches an attribute identified in one or more of the associations but does not match an attribute identified in another one or more of the associations and updating the dynamic rule by increasing the weighting factor associated with each identified attribute that the first email is determined to match and decreasing the weighting factor associated with each identified attribute that the first email is determined to not match; and

receiving user input that manually removes a second email from the folder, and in response, determining that the second email matches an attribute identified in one or more of the associations but does not match an attribute identified in another one or more of the associations and updating the dynamic rule by decreasing the weighting factor associated with each identified attribute that the second email is determined to match and increasing the weighting factor associated with each identified attribute that the second email is determined to not match.

9. The method of claim 8 , further comprising:

determining whether to automatically move a third email into the folder by:

for each attribute of the third email that matches an attribute identified in one of the associations, identifying the weighting factor associated with the attribute;

creating an email index by combining each identified weighting factor;

comparing the email index to the folder threshold such that when the email index exceeds the folder threshold, the third email is automatically moved into the folder.

10. The method of claim 8 , further comprising:

in response to updating the dynamic rule, adjusting the folder threshold by:

generating an email index, using the updated dynamic rule, for each email stored in the folder; and

setting a value of the folder threshold based on the generated email indexes.

11. The method of claim 10 , wherein the value of the folder threshold is set equal to or lower than any of the generated email indexes.

12. The method of claim 8 , further comprising:

in response to user input, applying the dynamic rule to emails not stored in the smart folder to identify whether any of the emails should be moved into the smart folder.

13. The method of claim 12 , wherein applying the dynamic rule to emails not stored in the smart folder to identify whether any of the emails should be moved into the smart folder comprises, for each email:

identifying attributes of the email;

for each attribute of the email that matches an attribute identified in one of the associations, identifying the weighting factor associated with the attribute;

creating an email index for the email by combining each identified weighting factor;

comparing the email index of the email to the folder threshold such that when the email index exceeds the folder threshold, the email is automatically moved into the folder.

14. One or more computer storage media storing computer executable instructions which when executed by one or more processors implement a method for creating and updating a dynamic rule for a folder, the method comprising:

accessing a folder that stores a number of documents;

analyzing attributes of each of the number of documents to identify one or more common attributes;

for each common attribute, associating a weighting factor with the common attribute, the weighting factor representing how common the common attribute is among the number of documents in the folder, each weighting factor being employed to determine whether a document should automatically be stored in the folder;

receiving user input that manually adds a first document to the folder, and in response, determining that the first document matches one or more of the common attributes but does not match another one or more of the common attributes and updating the dynamic rule by increasing the weighting factor associated with each common attribute that the first document matches and decreasing the weighting factor associated with each common attribute that the first document does not match; and

receiving user input that manually removes a second document from the folder, and in response, determining that the second document matches one or more of the common attributes but does not match another one or more of the common attributes and updating the dynamic rule by decreasing the weighting factor associated with each common attribute that the second document matches and increasing the weighting factor associated with each common attribute that the second document does not match.

15. The computer storage media of claim 14 , wherein the number of documents, the first document, and the second document comprise emails.

16. The computer storage media of claim 14 , further comprising:

automatically adding a third document to the folder based on an index generated for the third document, the index being generated based on the weighting factors.

17. The computer storage media of claim 16 , wherein the index is generated by combining the weighting factors associated with any common attributes that the third document matches.

18. The computer storage media of claim 17 , wherein automatically adding a third document to the folder based on an index generated for the third document comprises automatically adding the third document when the index exceeds a folder threshold defined for the folder.

19. The computer storage media of claim 18 , wherein the folder threshold is based on indexes generated for the number of documents stored in the folder.

Assignments (27)
RELEASE OF SECURITY INTEREST Recorded Nov 19, 2025
From: MORGAN STANLEY SENIOR FUNDING, INC.
To: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.
Reel/Frame 073606/0001 →
RELEASE OF SECURITY INTEREST Recorded Nov 18, 2025
From: GOLDMAN SACHS BANK USA, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.
Reel/Frame 073613/0326 →
SECURITY INTEREST Recorded Jun 8, 2025
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; ERWIN, INC.
To: ALTER DOMUS (US) LLC
Reel/Frame 071527/0649 →
SECURITY INTEREST Recorded Jun 8, 2025
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; ERWIN, INC.
To: ALTER DOMUS (US) LLC
Reel/Frame 071527/0001 →
SECOND LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Feb 2, 2022
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.; ONE IDENTITY LLC; ONELOGIN, INC.; ONE IDENTITY SOFTWARE INTERNATIONAL DESIGNATED ACTIVITY COMPANY
To: MORGAN STANLEY SENIOR FUNDING, INC.
Reel/Frame 058952/0279 →
FIRST LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Feb 2, 2022
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.; ONE IDENTITY LLC; ONELOGIN, INC.; ONE IDENTITY SOFTWARE INTERNATIONAL DESIGNATED ACTIVITY COMPANY
To: GOLDMAN SACHS BANK USA
Reel/Frame 058945/0778 →
RELEASE OF SECOND LIEN SECURITY INTEREST IN PATENTS Recorded Feb 2, 2022
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC.
Reel/Frame 059096/0683 →
RELEASE OF FIRST LIEN SECURITY INTEREST IN PATENTS Recorded Feb 2, 2022
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC.
Reel/Frame 059105/0479 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded Jun 7, 2018
From: QUEST SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 046327/0347 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded Jun 7, 2018
From: QUEST SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 046327/0486 →
RELEASE OF FIRST LIEN SECURITY INTEREST IN PATENTS RECORDED AT R/F 040581/0850 Recorded May 22, 2018
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC. (F/K/A DELL SOFTWARE INC.); AVENTAIL LLC
Reel/Frame 046211/0735 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ASSIGNEE PREVIOUSLY RECORDED AT REEL: 040587 FRAME: 0624. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Nov 28, 2017
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
To: QUEST SOFTWARE INC. (F/K/A DELL SOFTWARE INC.); AVENTAIL LLC
Reel/Frame 044811/0598 →
CHANGE OF NAME Recorded Sep 13, 2017
From: DELL SOFTWARE INC.
To: QUEST SOFTWARE INC.
Reel/Frame 043834/0852 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded Nov 10, 2016
From: DELL SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 040587/0624 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded Nov 9, 2016
From: DELL SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 040581/0850 →
RELEASE OF SECURITY INTEREST Recorded Oct 31, 2016
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
To: AVENTAIL LLC; DELL PRODUCTS, L.P.; DELL SOFTWARE INC.
Reel/Frame 040521/0467 →
RELEASE OF SECURITY INTEREST IN CERTAIN PATENTS PREVIOUSLY RECORDED AT REEL/FRAME (040039/0642) Recorded Oct 31, 2016
From: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A.
To: AVENTAIL LLC; DELL PRODUCTS L.P.; DELL SOFTWARE INC.
Reel/Frame 040521/0016 →
SECURITY AGREEMENT Recorded Sep 14, 2016
From: AVENTAIL LLC; DELL PRODUCTS, L.P.; DELL SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 040030/0187 →
RELEASE OF REEL 037160 FRAME 0142 (NOTE) Recorded Sep 14, 2016
From: BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS COLLATERAL AGENT
To: DELL SOFTWARE INC.; DELL PRODUCTS L.P.; WYSE TECHNOLOGY L.L.C.
Reel/Frame 040027/0812 →
RELEASE OF REEL 037160 FRAME 0239 (TL) Recorded Sep 14, 2016
From: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
To: DELL SOFTWARE INC.; DELL PRODUCTS L.P.; WYSE TECHNOLOGY L.L.C.
Reel/Frame 040028/0115 →
SECURITY AGREEMENT Recorded Sep 14, 2016
From: AVENTAIL LLC; DELL PRODUCTS L.P.; DELL SOFTWARE INC.
To: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS NOTES COLLATERAL AGENT
Reel/Frame 040039/0642 →
RELEASE OF REEL 037160 FRAME 0171 (ABL) Recorded Sep 13, 2016
From: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
To: DELL SOFTWARE INC.; DELL PRODUCTS L.P.; WYSE TECHNOLOGY L.L.C.
Reel/Frame 040017/0253 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 14, 2016
From: DELL PRODUCTS L.P.
To: DELL SOFTWARE, INC.
Reel/Frame 037491/0360 →
SUPPLEMENTAL PATENT SECURITY AGREEMENT - NOTES Recorded Nov 25, 2015
From: DELL PRODUCTS L.P.; DELL SOFTWARE INC.; BOOMI, INC.; WYSE TECHNOLOGY L.L.C.
To: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS FIRST LIEN COLLATERAL AGENT
Reel/Frame 037160/0142 →
SUPPLEMENTAL PATENT SECURITY AGREEMENT - TERM LOAN Recorded Nov 25, 2015
From: DELL PRODUCTS L.P.; DELL SOFTWARE INC.; BOOMI, INC.; WYSE TECHNOLOGY L.L.C.
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
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SUPPLEMENTAL PATENT SECURITY AGREEMENT - ABL Recorded Nov 25, 2015
From: DELL PRODUCTS L.P.; DELL SOFTWARE INC.; BOOMI, INC.; WYSE TECHNOLOGY L.L.C.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 037160/0171 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 5, 2015
From: HU, GUANGNING; SITU, XUEJUN
To: DELL PRODUCTS L.P.
Reel/Frame 036724/0969 →