MANAGING DOCUMENT WORK SETS

• US 20090228427A1
• Filed: 03/06/2008
• Published: 09/10/2009
• Est. Priority Date: 03/06/2008
• Status: Abandoned Application

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Fink, Nathan J., Friesenhahn, Dustin, Fanaru, Adrian, Gur-esh, Ethan D.
• Application Number:
  US12/043,794
• Publication Number:
  US 20090228427A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06F 16/93 Document management systems

Abstract

A document work set acts as a document container for items that are associated with a work product. A document work set is created from a document work set template that defines properties and workflows that are associated with the document work set. Metadata is shared between the items in the document work set and workflows may be associated with the document work set as well as the individual items within the work set. Instead of just providing a view of the items in the work set when accessed, information relating to the overall work product that is represented by the document work set is displayed.

Claims

1. A method for managing a document work set that contains items and is associated with a work product, comprising:

accessing a document work set template that defines;

allowed content types for the document work set;

default content for the document work set; and

metadata for the document work set;

wherein the metadata is shared between the document work set and each of the items that is contained within the document work set; and

creating the document work set from the document work set template;

wherein the items contained in the document work set are used to create the work product.

2. The method of claim 1, further comprising associating a work flow with the document work set.

3. The method of claim 2, further comprising associating a second work flow with at least one of the items that is contained within the document work set.

4. The method of claim 1, further comprising returning the document work set instead of returning an item when a search would have returned the item within the document work set.

5. The method of claim 1, further comprising defining a page view that is used to view the document work set;

wherein the page view includes controls to manage the document work set including adding items, deleting items, and changing properties of the document work set.

6. The method of claim 1, further comprising designating one of the items in the document work set as the master item;

wherein only the master item within the document work set is displayed to a user who is not a part of the creation of the work product that is associated with the document work set.

7. The method of claim 4, wherein the items in the document work set include a link to a document that is not stored physically within the document work set.

8. The method of claim 1, further comprising providing an assembly function that automatically creates the master item in the list from other items that are contained within the document work set.

9. The method of claim 1, further comprising associating a single icon with the document work set;

wherein a page view of the document work set is displayed to a user when the icon is selected by the user who is a part of a group that creates the work product and a single master item within the document work set is displayed to the user when the user is not part of a group that creates the work product.

10. A computer-readable storage medium having computer-executable instructions for managing a document work set that contains items and is associated with a work product that is created by a group of users, comprising:

accessing a document work set template that defines;

allowed content types for the document work set;

permissions for the document work set;

default content for the document work set;

workflows that are associated with the document work set and at least one item within the document work set; and

shared metadata for the document work set;

wherein the metadata is shared between the document work set and each of the items that is contained within the document work set; and

creating the document work set from the document work set template;

wherein creating the document work set includes populating the document work set with the default content;

setting the permissions for the document work set;

defining a page view for the document work set; and

associating the workflows with the at least one item and the document work set;

wherein the items contained in the document work set are used to create the work product.

11. The computer-readable storage medium of claim 10, further comprising in response to a search, returning the document work set instead of returning the item when the search would have returned the item.

12. The computer-readable storage medium of claim 10, further comprising designating one of the items in the document work set as a master item;

wherein only the master item within the document work set is displayed to a user who is not a part of the group of user who create the work product that is associated with the document work set.

13. The computer-readable storage medium of claim 10, wherein the items in the document work set include a link to an item that is not stored physically within the document work set.

14. The computer-readable storage medium of claim 10, further comprising associating a single icon with the document work set;

wherein a page view of the document work set is displayed to a user when the icon is selected by the user who is a part of a group that creates the work product and a single master item within the document work set is displayed to the user when the user is not part of a group that creates the work product.

15. The computer-readable storage medium of claim 10, further comprising determining when an item is added to the document work set and in response to the item being added, synchronizing the metadata of the item with the other items in the document work set along with the metadata of the document work set.

16. A system for managing a document work set that contains items and is associated with a work product that is created by a group of users, comprising:

a processor and a computer-readable medium;

an operating environment stored on the computer-readable medium and executing on the processor;

a data store that is configured to store content and a document work set template;

wherein the document work set defines;

allowed content types for an instance of a document work set;

permissions for the instance of the document work set;

default content for the instance of the document work set;

workflows that are associated with the instance of the document work set and at least one item within the instance of the document work set; and

shared metadata for the instance of the document work set;

wherein the metadata is shared between the instance of the document work set and each of the items that is contained within the instance of the document work set; and

a document work set manager that is configured to;

create the document work set from the document work set template;

wherein creating the document work set includes populating the document work set with the default content;

wherein the default content includes a link to an item that is not physically stored with the document work set;

setting the permissions for the document work set;

defining a page view for the document work set; and

associating the workflows with the at least one item and the document work set;

wherein the items contained in the document work set are used to create the work product.

17. The system of claim 16, further comprising in response to a search for an item within the document work set, returning the document work set instead of returning the item.

18. The system of claim 16, further comprising designating one of the items in the document work set as a master item;

wherein only the master item within the document work set is displayed to a user who is not a part of the group of user who create the work product that is associated with the document work set.

19. The system of claim 16, further comprising associating a single icon with the document work set;

wherein a page view of the document work set is displayed to a user when the icon is selected by the user who is a part of a group that creates the work product and a single master item within the document work set is displayed to the user when the user is not part of a group that creates the work product.

20. The system of claim 16, further comprising determining when an item is added to the document work set and in response to the item being added, synchronizing the metadata of the item with the other items in the document work set along with the metadata of the document work set.