Rules-Based Knowledge-Driven Search Filters for PDM

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Solution Overview

Problem

Existing PDM and commercial search systems require coding to change search filters, limiting user flexibility and leading to missed relevant data, costly mistakes, and dissatisfied users due to inflexible filtering solutions that do not adapt to changing user needs or data conditions.

Innovation Solution

Implementing rules-based knowledge-driven search filters that allow users to define filter rules based on user properties and data conditions without coding, enabling intuitive and user-friendly control over relevant search results, with configuration persisting across multiple search engines.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If coding is required to change search filters, then system stability is maintained, but user flexibility and adaptability deteriorate

Engineering Contradiction:
Improveuser flexibilityVSAvoidcoding complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent uses templates to define search filters and rules, which are then copied and applied to multiple search engines. This allows users to create filters once using intuitive template definitions rather than coding, and automatically applies them across different search systems, resolving the contradiction between user flexibility and system complexity

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The patent introduces an intermediary layer of template definitions and rule-based configurations that sits between the user and the search engine implementation. This intermediary allows users to work with high-level concepts (templates, rules, properties) rather than low-level coding details, while the system handles the translation to specific search engine queries

Inventive Principle:
Principle #24Intermediary (Mediator)

2Productivity

If search filters are fixed and require coding changes, then system reliability is maintained, but user satisfaction and productivity deteriorate

Engineering Contradiction:
Improveuser productivityVSAvoidfilter configuration ease
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The patent enables users to self-configure search filters using template definitions without requiring system administrator intervention or coding expertise. Users can independently create, modify, and apply search rules based on their needs, improving both productivity and ease of operation while maintaining system reliability through the structured template framework

Inventive Principle:
Principle #25Self-service

3Loss of information

If search filters do not adapt to user context, then system simplicity is maintained, but information completeness and user satisfaction deteriorate

Engineering Contradiction:
Improverelevant data recoveryVSAvoidsystem complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The patent applies local quality by tailoring search filter configurations to specific user contexts, object types, and properties. Different templates and rules can be defined for different search scenarios, allowing the system to provide context-appropriate filters without requiring complete redesign of the entire search system, thus recovering relevant information without excessive complexity

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS9864802B2Rules-based knowledge-driven search filters
Publication Date: 2018.01.09 SIEMENS INDUSTRY SOFTWARE INC
  • US9864802B2 patent drawing
  • US9864802B2 patent drawing
  • US9864802B2 patent drawing

AI summary

Methods for product data management and corresponding systems and computer-readable mediums. A method for rules-based knowledge-driven search filters includes receiving metadata for a plurality of searchable objects, the metadata including at least one of an object type definition and object properties. The method includes defining search filter rules based on user properties and data conditions. The method includes performing a search according to a rule-based configuration, the rule-based configuration including filters for object properties and filter ordering rules. The method includes displaying search results according to the rule-based configuration.