Granted Patent B2

US 8,984,021 · App. 12/982,786 · Granted Mar 17, 2015

Abstract

Claims (80)

1. A system for harvesting electronic content by custodian, comprising:

a processor to execute the following:

a collaboration environment to maintain content associated with user names for one or more custodians;

a mapper to receive from a client user a custodian list comprising custodian names of at least a portion of the custodians, each custodian name comprising at least one of a full name, legal name, partial name, and nickname, to obtain an access report comprising the user names and associated unique identifiers for the custodians with access to the content within the collaboration environment, to compare the custodian names to the user names in the access report, to determine a similarity between at least one of the custodian names in the custodian list and one or more of the user names in the access report, and to identify for at least one of the custodians one or more of the user names that partially match the custodian name for that custodian based on the similarity as user name options;

a comparison module to select the user name option most similar to the custodian name for the at least one custodian and to compare the similarity of the most similar user name option to a confidence threshold;

an option module to, upon the confidence threshold being satisfied by the similarity of the most similar user name option, provide the most similar user name option as a user name suggestion for the at least one custodian to the client user;

a confirmation module to receive a confirmation of the user name suggestion being the user name for the at least one custodian from the client user;

a harvester to identify the content associated with the at least one custodian using the confirmed user name and to make a list of the identified content;

an exporting module to export the identified content to a storage external to the collaboration environment;

an application module to apply the list of the identified content to the external storage and to determine whether all of the identified content has been exported to the external storage; and

an identifying module to, upon the determination that at least some of the identified content has not been exported, identify and export the unexported content to the external storage.

2. A system according to claim 1 , further comprising:

a group analyzer to identify one or more groups to which the at least one custodian belongs by mapping the custodian name for the at least one custodian with group access records each comprising a group name and group unique identifier and identifying the unique identifier associated with the groups to which the at least one custodian belongs.

3. A system according to claim 2 , wherein the harvester module identifies content associated with the at least one custodian based on the groups to which the custodian belongs by comparing the group unique identifiers to the access reports, applying selection criteria to the identified content and selecting those contents that satisfy the criteria, and exporting the selected documents outside of the collaboration environment.

4. A system according to claim 1 , wherein the user name options further comprise full matches with the custodian name, and no matches with the custodian name.

5. A system according to claim 1 , wherein the unique identifier comprises a global uniform identifier.

6. A method for harvesting electronic content by custodian, comprising the steps of:

maintaining in a collaboration environment, content associated with user names for one or more custodians;

receiving from a client user a custodian list comprising custodian names of at least a portion of the custodians, each custodian name comprising at least one of a full name, legal name, partial name, and nickname;

obtaining an access report comprising the user names and associated unique identifiers for the custodians with access to the content within the collaboration environment;

comparing the custodian names to the user names in the access report and determining a similarity between at least one of the custodian names in the custodian list and one or more of the user names in the access report;

identifying for at least one of the custodians one or more of the user names that partially match the custodian name for that custodian based on the similarity as user name options;

selecting the user name option most similar to the custodian name for the at least one custodian and comparing the similarity of the most similar user name option to a confidence threshold;

upon the confidence threshold being satisfied by the similarity of the most similar user name option, providing the most similar user name option as a user name suggestion for the at least one custodian to the client user;

receiving a confirmation of the user name suggestion being the user name for the at least one custodian from the client user;

identifying the content associated with the at least one custodian using the confirmed user name and making a list of the identified content;

exporting the identified content to a storage external to the collaboration environment;

applying the list of the identified content to the external storage and determining whether all of the identified content has been exported to the external storage; and

upon determining that at least some of the identified content has not been exported, identifying and exporting the unexported content to the external storage, wherein the steps are performed by computer hardware.

7. A method according to claim 6 , further comprising:

identifying one or more groups to which the at least one custodian belongs, comprising:

mapping the custodian name for the at least one custodian with group access records each comprising a group name and group unique identifier; and

identifying the unique identifier associated with the groups to which the at least one custodian belongs.

8. A method according to claim 7 , further comprising:

identifying content associated with the at least one custodian based on the groups to which the custodian belongs, comprising:

comparing the group unique identifiers to the access reports;

applying selection criteria to the identified content and selecting those contents that satisfy the criteria; and

exporting the selected documents outside of the collaboration environment.

9. A method according to claim 6 , further comprising:

wherein the user name options further comprise full matches with the custodian name, and no matches with the custodian name.

10. A method according to claim 6 , wherein the unique identifier comprises a global uniform identifier.

11. A system for identifying documents by custodian, comprising:

a processor to execute the following:

a collaboration environment comprising documents;

a receipt module to receive from a client user one or more custodian names, each custodian name associated with one of a plurality of custodians;

a custodian identifier to obtain collection data comprising access lists with one or more of user names for the custodians, unique custodian identifiers for the custodians, membership information for one or more groups of the custodians, the membership information comprising at least one of the user name and unique custodian identifier for each custodian that is a member of one of the groups, and unique group identifiers for the one or more groups and to determine at least one of the user name and unique custodian identifier for at least one of the custodians by comparing the custodian name associated with the at least one custodian with the collection data, comprising:

a similarity module to determine a similarity of one or more of the user names to the custodian name associated with the at least one custodian and to identify those of the user names partially matching the custodian name associated with the at least one custodian as user name options based on the similarity;

a comparison module to select the user name option most similar to the custodian name associated with the at least one custodian and to compare the similarity of the most similar user name option to a confidence threshold;

an option module to, upon the confidence threshold being satisfied by the similarity of the most similar user name option, provide the most similar user name option as a user name suggestion for the at least one custodian to the client user; and

a confirmation module to receive a confirmation of the user name suggestion being the user name for the at least one custodian from the client user;

a group identifier to identify groups to which the at least one custodian belongs by comparing at least one of the confirmed user name and unique custodian identifier for the at least one custodian to the group membership information in the collection data, and to determine the unique group identifier for each group to which the at least one custodian belongs;

a mapper to apply at least one of the confirmed user name for the at least one custodian, unique custodian identifier for the at least one custodian, and the unique group identifier of at least one of the groups to which the at least one custodian belongs to the collaboration environment to identify the documents associated with the at least one custodian;

a harvester to apply selection criteria to the identified documents, to select those documents that satisfy the criteria, to make a list of the selected documents, and to export the selected documents into a storage outside of the collaboration environment;

an application module to apply the list of the selected documents to the outside storage and to determine whether all of the selected documents have been exported to the outside storage; and

an identifying module to, upon the determination that one or more selected documents have not been exported, identify and export the unexported documents to the outside storage.

12. A system according to claim 11 , wherein the selection criteria comprise at least one of file extension, Website, documents authored, documents modified, and documents accessible.

13. A system according to claim 11 , further comprising:

a duplicate module to compare the documents that satisfy the selection criteria with previously exported documents, to identify the documents that match the previously exported documents as duplicates, and to remove the duplicates from the documents that match the selection criteria prior to exporting.

14. A system according to claim 11 , wherein the unique identifier comprises a global uniform identifier.

15. A method for identifying documents by custodian, comprising the steps of:

accessing a collaboration environment comprising documents;

receiving from a client user one or more custodian names, each custodian name associated with one of a plurality of custodians;

obtaining collection data comprising access lists with one or more of user names for the custodians, unique custodian identifiers for the custodians, membership information for one or more groups of the custodians, the membership information comprising at least one of a user name and unique custodian identifier for each custodian that is a member of one of the groups, and unique group identifiers for the one or more groups;

determining at least one of the user name and unique custodian identifier for at least one of the custodians by comparing the custodian name associated with the at least one custodian with the collection data, comprising:

determining a similarity of one or more of the user names to the custodian name associated with the at least one custodian and identifying those of the user names partially matching the custodian name associated with the at least one custodian as user name options based on the similarity;

selecting the user name option most similar to the custodian name associated with the at least one custodian and comparing the similarity of the most similar user name option to a confidence threshold;

upon the confidence threshold being satisfied by the similarity of the most similar user name option, providing the most similar user name option as a user name suggestion for the at least one custodian to the client user; and

receiving a confirmation of the user name suggestion being the user name associated with the at least one custodian from the client user;

identifying groups to which the at least one custodian belongs by comparing at least one of the confirmed user name and unique custodian identifier for the at least one custodian to the membership information in the collection data, and determining the unique group identifier for each group to which the at least one custodian belongs;

applying at least one of the confirmed user name for the at least one custodian, unique custodian identifier for the at least one custodian, and unique group identifier of at least one of the groups to which the at least one custodian belongs to the collaboration environment to identify the documents associated with the at least one custodian;

applying selection criteria to the identified documents and selecting those documents that satisfy the criteria and making a list of the selected documents;

exporting the selected documents into a storage outside of the collaboration environment;

applying the list of the selected documents to the outside storage and determining whether all of the selected documents have been exported; and

upon the determination that one or more selected documents have not been exported, identifying and exporting the unexported documents to the outside storage,

wherein the steps are performed by computer hardware.

16. A method according to claim 15 , wherein the selection criteria comprise at least one of file extension, Website, documents authored, documents modified, and documents accessible.

17. A method according to claim 15 , further comprising:

comparing the documents that satisfy the selection criteria with previously exported documents and identifying the documents that match the previously exported documents as duplicates;

removing the duplicates from the documents that match the selection criteria prior to exporting.

18. A method according to claim 15 , wherein the unique identifier comprises a global uniform identifier.

Assignments (7)