Systems and Methods for Creating and Maintaining a Customized Version of a Master Document

• US 20120266063A1
• Filed: 04/13/2011
• Published: 10/18/2012
• Est. Priority Date: 04/13/2011
• Status: Abandoned Application

• Current Assignee: Avitru LLC (Roper Technologies, Inc.)
• Original Assignee: Avitru LLC (Roper Technologies, Inc.)
• Inventors: Bushnell, Christopher G.
• Application Number:
  US13/086,381
• Publication Number:
  US 20120266063A1
• Time in Patent Office: Days
• US Class Current: 715/255
• CPC Class Codes: G06Q 50/08 Construction

Abstract

Methods for managing updates to customized documents and customized master documents including customized specification documents include receiving an update containing updated information for inclusion in a previously customized specification document, determining whether the updated information of the update impacts a customized portion of the previously customized specification document, and selectively merging the updated information with the previously customized specification document to generate a new customized specification document. The update and/or any impacted customizations may be presented to a user to permit the user to provide input into how the updated information and the previously customized specification document should be merged to generate the new customized specification document. Metadata regarding customizations of the previously customized specification document and metadata regarding any updates incorporated into the new customized specification document may be tracked and stored with the customized specification documents to facilitate merging of the updates and the customized information.

Claims

1. A computer-aided method for managing updates to a customized specification document, the method comprising:

receiving, at a computer system, an update containing updated information for merging with a previously customized specification document;

using the computer system to determine whether the updated information of the update impacts a customized portion of the previously customized specification document; and

selectively merging the update containing updated information with the previously customized specification document to generate a new customized specification document.

2. A method as recited in claim 1, wherein the customized specification document comprises an office master specification.

3. A method as recited in claim 2, wherein the office master specification is a master specification for a specification document selected from the group of:

a project life cycle description;

a preliminary project description;

an outline specification;

a short form specification;

a long form specification;

a record specification; and

an operation and maintenance specification.

4. A method as recited in claim 1, wherein the previously customized specification document comprises collections of master text clauses drawn from a master specification.

5. A method as recited in claim 4, wherein when the update is made to one or more master text clauses in the master specification, the computer system conducts an evaluation of the previously customized specification document and determines whether the update should be incorporated with corresponding clauses in the previously customized specification document to generate the new customized specification document.

6. A method as recited in claim 5, wherein the computer system determines to automatically utilize the updated information in the new customized specification document when corresponding clauses in the previously customized specification document have not been customized.

7. A method as recited in claim 5, wherein the computer system determines that the corresponding clauses in the previously customized specification document have been customized and takes an action selected from the group of:

determining not to utilize the updated information from the corresponding clauses in the update; and

notifying a user of the update to the one or more master text clauses, receiving an indication from the user as to whether to update any corresponding clauses in the previously customized specification document, and selectively merging the updated information and any corresponding clauses in the previously customized specification documents as indicated by the user.

8. A method as recited in claim 4, wherein the master text clauses comprise at least one of:

master text clauses describing administrative requirements of construction products, materials, systems, and assemblies;

master text clauses describing properties and performance requirements of construction products, materials, systems, and assemblies;

master text clauses describing the installation requirements of construction products, materials, systems, and assemblies;

master text clauses listing the manufacturers of construction products, materials, systems, and assemblies; and

master text clauses identifying the construction standards that apply to construction products, materials, systems, and assemblies.

9. A method as recited in claim 4, wherein the master text clauses are stored in a relational database system comprising:

master text clauses incorporating specific attributes for inclusion in specification documents;

master checklists summarizing attributes for inclusion in specification documents with links to the master text clauses;

master question-and-answer dialogs summarizing attributes for inclusion in specification documents with links to the master text clauses; and

master classification systems defining how specification documents should be assembled.

10. A method as recited in claim 9, wherein the relational database system is provided on a server and accessed by a client computer device over a network or the Internet.

11. A non-transitory computer-readable medium storing computer-readable instructions for implementing a method for managing updates to a previously customized master document, the method comprising:

receiving an update containing updated information for merging with a previously customized master document;

determining whether the updated information of the update impacts a customized portion of the previously customized master document; and

selectively merging the updated information with information from the previously customized master document to generate a new customized master document.

12. A non-transitory computer-readable medium as recited in claim 11, wherein the master document comprises an office master specification document associated with a construction project.

13. A non-transitory computer-readable medium as recited in claim 11, wherein when the updated information does not impact a customized portion of the previously customized master document, selectively merging the updated information with information from the previously customized master document comprises an action selected from the group of:

automatically merging corresponding portions of the previously customized master document and the update without user input; and

presenting the update to a user, receiving input from the user as to how the updated information should be incorporated with the previously customized master document, and merging the updated information of the update with the customized portion of the previously customized master document according to the input from the user.

14. A non-transitory computer-readable medium as recited in claim 11, wherein the method further comprises presenting the update to a user to permit the user to provide input into how the updated information and the customized portion of the previously customized master document should be merged to generate the new customized master document.

15. A non-transitory computer-readable medium as recited in claim 14, wherein the user provides input into how the updated information and the previously customized master document should be merged using a graphical user interface.

16. A non-transitory computer-readable medium as recited in claim 11, wherein the new customized master document is generated by incorporating the update into the previously customized master document.

17. A non-transitory computer-readable medium as recited in claim 11, wherein the update comprises an updated template master document, and wherein the new customized master document is generated by incorporating customized portions of the previously customized master document into the updated template master document.

18. A non-transitory computer-readable medium as recited in claim 11, wherein metadata regarding customizations of the previously customized master document and metadata regarding any updates incorporated into the new customized master document are tracked and stored with the new customized master document.

19. A non-transitory computer-readable medium as recited in claim 11, wherein the previously customized master document, the update, and the new customized master document utilize a data structure permitting automatic location of corresponding elements between the previously customized master document and the update regardless of differences between the corresponding elements.

20. A non-transitory computer-readable medium as recited in claim 19, wherein when differences between corresponding elements between the previously customized master document and the update are so significant that the corresponding elements cannot be automatically located, a user is presented with a graphical user interface to correctly position at least one of the update and the customized portion in the new customized master document.