Dynamic Faceting of Search Results in Content Management Systems

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Solution Overview

Problem

Existing content management systems (CMS) face challenges in efficiently managing user permissions and indexing content items, leading to suboptimal search results and inefficient resource utilization.

Innovation Solution

The implementation of a method within the CMS that evaluates user permissions dynamically within the search engine, constrains search results based on permissions, and updates the content index efficiently by merging metadata and content changes without full re-indexing.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If the CMS performs full re-indexing to ensure accurate search results, then search result accuracy is improved, but system resource consumption and processing time increase significantly

Engineering Contradiction:
Improvesearch result accuracyVSAvoidsystem resource consumption
Core Design Contradiction:
Measurement precisionVSLoss of energy

Solution Approach 1:

The patent segments the indexing process into two distinct phases: a full initial index build and subsequent incremental updates. The incremental update mechanism processes only changed content items rather than re-indexing the entire repository, thereby maintaining accuracy while reducing resource consumption. This is achieved by tracking modifications to content items and triggering selective re-indexing only for affected segments of the index.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system performs preliminary actions by maintaining an audit trail of content item modifications before search operations. This audit trail pre-identifies which content items have changed, allowing the search engine to efficiently determine which index entries need updating without scanning the entire index. The preliminary tracking of modifications enables faster, more resource-efficient index maintenance.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If the CMS applies permission constraints to search results, then user security and access control are improved, but search result processing complexity increases

Engineering Contradiction:
Improveuser securityVSAvoidsearch result processing
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent segments permission evaluation into distinct phases: permission constraints are evaluated and applied during the search result generation process itself, rather than as a separate post-processing step. This integration allows the search engine to filter results based on user permissions while building the result set, reducing the complexity of subsequent processing. The permission evaluation is performed on individual content items as they are retrieved, with results segmented into accessible and non-accessible categories.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system introduces an intermediary mechanism in the form of permission metadata that is stored and evaluated alongside content item metadata. This permission information acts as a mediator between the search query and the final results, allowing the search engine to automatically filter results based on user credentials without requiring complex post-processing. The permission metadata includes user roles, access levels, and content classification information that facilitates automated permission-based filtering.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Ease of operation

If the CMS performs dynamic faceting on permission-constrained results, then result organization and user experience are improved, but computational overhead increases

Engineering Contradiction:
Improveresult organizationVSAvoidcomputational overhead
Core Design Contradiction:
Ease of operationVSUse of energy by moving object

Solution Approach 1:

The patent performs preliminary actions by pre-computing facet information during the index building and update processes. Facet data such as content types, creation dates, and other categorization attributes are extracted and stored in the index structure itself, rather than computing them separately from search results. This preliminary extraction enables fast faceting during search operations without requiring intensive computational overhead at query time, as the facet information is already prepared and organized in the index.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system implements dynamic faceting that adapts to the permission-constrained result set. Rather than using fixed, pre-defined facets, the system dynamically determines which facets are most relevant based on the actual content of the permission-filtered results. This dynamic approach allows the faceting to optimize for the specific user's access level and the actual distribution of content in their viewable results, improving relevance while managing computational resources efficiently through selective facet computation.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS20250165642A1Permissions-constrained dynamic faceting of search results in a content management system
Publication Date: 2025.05.22 HYLAND UK OPERATIONS LTD
  • US20250165642A1 patent drawing
  • US20250165642A1 patent drawing
  • US20250165642A1 patent drawing

AI summary

User permissions for a search on content managed by a content management system (CMS) can be evaluated in a search engine based on a user identity of a user providing a query input for the query rather than after return of an initial results set to the CMS or some other front-end application. The search engine can constrain possible results returned from a search for the query input using a content index of a plurality of content items maintained in a repository of the content management system. The constraining can include limiting the search engine from adding a content item of the plurality of content items to a permissions-filtered results set unless the evaluating of the user permissions and the search for the query input against the content index do not exclude the content item. Other aspects can support index updating by selective use of a metadata index.