System and method for facilitating collaboration in connection with generating documents among a plurality of operators using networked computer systems

• US 6,212,534 B1
• Filed: 05/13/1999
• Issued: 04/03/2001
• Est. Priority Date: 05/13/1999
• Status: Active Grant

• Current Assignee: Progress Software Corporation
• Original Assignee: X-Collaboration Software Corporation
• Inventors: Chung, Richard Y., Lo, Kevin H., Chun, Ray Y.
• Primary Examiner(s): Hong, Stephen S.
• Application Number:
  US09/311,515
• Time in Patent Office: 691 Days
• Field of Search: 707/500, 707/501, 707/511, 707/512, 345/329, 345/330, 345/331
• US Class Current: 715/205
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A system for facilitating collaboration among a plurality of users in connection with generation of a document includes a document information store and one or more user modules. The document information store stores document information relating to documents being generated, the document information including both document structure information and document content information, the document structure information describing document structural elements for each one document and document content information comprising document content elements associated with respective document structural elements. Each user module includes a whiteboard display module, a document update module and an interface module. The whiteboard display module is configured to display a whiteboard to a user, the whiteboard selectively displaying document structure defined by the document structural elements for a document and document content information therefor. The document update module is configured to enable the user to selectively update the document structure and document content information therefor as displayed by the whiteboard display module. The interface module is configured to selectively enable the retrieval it of document information for a document and document content information as requested by said operator for display by the whiteboard display module and update of document information as stored in the document information store to be updated in response to updates received by said document update module.

Claims

1. A system for facilitating collaboration among a plurality of users in connection with generation of a document, the system comprising:

A. a document information store configured to store document information relating to at least one document, the document information including both document structure information and document content information,

i. the document structure information describing document structural elements for said at least one document, document structural information for said at least one document comprises a plurality of placeholder nodes organized in a tree structure and said document content elements comprises notecards, each placeholder node being configured to have a pointer to one of said notecards,

ii. the document content information comprising document content elements associated with respective document structural elements;

B. a user module associated with said users, at least one user module comprising;

i. a whiteboard display module configured to display a whiteboard to said user, the whiteboard selectively displaying document structure defined by the document structural elements for said at least one document and said document content information therefor;

ii. a document update module configured to enable said user to selectively update the document structure and said document content information therefor as displayed by said whiteboard display module; and

iii. an interface module configured to selectively enable the retrieval of document information for said at least one document and document content information as requested by said operator for display by said whiteboard display module and update of document information as stored in said document information store to be updated in response to updates received by said document update module.

2. A system as defined in claim 1 in which said document information store stores said document information relating to a plurality of documents.

3. A system as defined in claim 2 in which in which said document structure as defined by document structural information for each document comprises a plurality of placeholder nodes organized in a tree structure and said document content elements comprises notecards, each placeholder node being configured to have a pointer to one of said notecards.

4. A system as defined in claim 3 in which a plurality of placeholder nodes can have pointers pointing to one of said notecards.

5. A system as defined in claim 2 in which each document is associated with a project, each project being configured to be associated with a plurality of documents.

6. A system as defined in claim 5 in which said document information store is further configured to store project information relating to each said project, said project information including a pointer to document structure information relating to each document associated with said project.

7. A system as defined in claim 6 in which said project information associated with at least one project further includes a participants list configured to identify each user authorized to access content information associated with each document associated with each project.

8. A system as defined in claim 7 in which:

A. said interface module, to enable retrieval of document information for a document associated with a project, is configured to generate a document retrieval request for transmission to said document information store, said document retrieval request including a user identifier, and

B. said document information store is configured to use the user identifier and the participants list to determine whether to provide document information requested in said document retrieval request to the user module associated with the interface module which generated said retrieval request, and, in response to a positive determination, provide the document information to that user module.

9. A system as defined in claim 8 in which said project information associated with said at least one project further includes security information the document information store being further configured to use the security information to determine whether to provide document information requested in said retrieval request to the user module associated with the interface module which generated said retrieval request.

10. A system as defined in claim 7 in which:

A. said interface module, to enable update of document information for a document associated with a project, is configured to generate a document update request for transmission to said document information store, said document update request including a user identifier, and

B. said document information store is configured to use the user identifier and the participants list to determine whether to update the document information associated with the document identified in said document update request.

11. A system as defined in claim 6 in which said project information includes a document pointer list comprising a document pointer entry for each document associated with said project, each document pointer entry including a document pointer pointing to document information for said ii document in said document information store.

12. A system as defined in claim 6 in which said whiteboard display module is further configured to selectively display project information associated with said project.

13. A system as defined in claim 12 in which

A. said whiteboard display module is further configured to enable said interface module to request project information related to said project from said document information store, and to display project information provided thereto by the interface module,

B. the interface module is further configured to in response generate a project information retrieval request for transmission to said document information store, and provide project information received from said document information store to the whiteboard display module for display;

and

C. the document information store is further configured to, in response to a project information request relating to said project, provide at least some of the project information associated with said project to the user module associated with the interface module which generated the project information request.

14. A system as defined in claim 13 in which the at least some of the project information includes a document list identifying at least one document associated with said project.

15. A system as defined in claim 14 in which said whiteboard display module is further configured to receive document selection information from said user identifying a document identified on said document list, and in response thereto to enable the interface module to enable retrieval of document information associated with the identified document for display by said whiteboard display module.

16. A system as defined in claim 13 in which at least some of the project information includes a C project title, the whiteboard display module being configured to display said project title on said whiteboard.

17. A system as defined in claim 1 in which the whiteboard display module is configured to display the document by displaying the placeholder nodes in the tree structure.

18. A system as defined in claim 17 in which said at least one document is associated with a document title, the document information associated with said document including said document title.

19. A system as defined in claim 17 in which said document information associated with said at least one document includes a plurality of placeholder node headers associated with each placeholder node associated with the document.

20. A system as defined in claim 19 in which:

A each placeholder node header is configured to include respective inter-placeholder node pointers pointing to another placeholder node in the tree structure thereby to organize placeholder nodes associated with the document in the tree structure; and

B. said whiteboard display module is configured to use the inter-placeholder node pointers of the placeholder node headers to organize the placeholder nodes as displayed thereby in the tree structure.

21. A system as defined in claim 20 in which

A. one of said placeholder nodes is a root placeholder node in the tree structure;

B. said at least one document includes a document header configured to include a root placeholder node pointer pointing to the placeholder node header in the associated with the root placeholder node; and

C. said document information store is configured to use the root placeholder node pointer from the document header associated with the document whose document information is to be retrieved to identify the placeholder node header associated with the root placeholder node for the document whose document information is to be retrieved, and to use the inter-placeholder node pointers in the respective placeholder node headers to identify placeholder node headers associated with the document during a retrieval thereof.

22. A system as defined in claim 19 in which said document content elements comprise notecards, and further in which each placeholder node header is configured to have a notecard pointer to one of said notecards.

23. A system as defined in claim 22 in which:

A. said whiteboard display module is configured to, in response to an retrieval request from said user relating to a placeholder node, enable the interface to transmit a document content element request for the placeholder node whose document content is to be retrieved; and

B. said document information store is configured to provide the notecard pointed to by the notecard pointer of the placeholder node whose document content element was requested in the document content element request for display by said whiteboard display module.

24. A system as defined in claim 23 in which the document content element request as transmitted by the interface includes a pointer to the placeholder node header of the placeholder node whose associated document content element is to be provided, and further in which the document information store is configure to use the placeholder node pointer to identify the placeholder node header and thereafter use the notecard pointer obtained therefrom to identify the notecard comprising the document content element.

25. A system as defined in claim 23 in which the document content element request as transmitted by the interface includes a pointer to the notecard to be provided, and further in which the document information store is configure to use the notecard pointer to identify the notecard comprising the document content element.

26. A system as defined in claim 1 in which document information associated with said at least one document includes a checked out flag having a plurality of conditions, the document information store selectively permitting a user to update said at least one document based on the condition of the checked out flag.

27. A system as defined in claim 1 in which in which document content information associated with said at least one document includes a checked out flag having a plurality of conditions, the document information store selectively permitting a user to update said document content information based on the condition of the checked out flag.

28. A user module for use in connection with a system for facilitating collaboration among a plurality of users in connection with generation of a document, the system comprising a document information store configured to store document information relating to at least one document, the document information including both document structure information and document content information,

i. the document structure information describing document structural elements for said at least one document, document structural information for said at least one document comprises a plurality of placeholder nodes organized in a tree structure and said document content elements comprises notecards, each placeholder node being configured to have a pointer to one of said notecards,

ii. the document content information comprising document content elements associated with respective document structural elements;

the user module being associated with one of said users, the user module comprising;

A. a whiteboard display module configured to display a whiteboard to said user, the whiteboard selectively displaying document structure defined by the document structural elements for said at least one document and said document content information therefor;

B. a document update module configured to enable said user to selectively update the document structure and said document content information therefor as displayed by said whiteboard display module; and

C. an interface module configured to selectively enable the retrieval of document information for said at least one document and document content information as requested by said operator for display by said whiteboard display module and update of document information as stored in said document information store to be updated in response to updates received by said document update module.

29. A user module as defined in claim 28 in which said document information store stores said document information relating to a plurality of documents.

30. A user module as defined in claim 29 in which in which said document structure as defined by document structural information for each document comprises a plurality of placeholder nodes organized in a tree structure and said document content elements comprises notecards, each placeholder node being configured to have a pointer to one of said notecards.

31. A user module as defined in claim 30 in which a plurality of placeholder nodes can have pointers pointing to one of said notecards.

32. A user module as defined in claim 29 in which each document is associated with a project, each project being configured to be associated with a plurality of documents.

33. A user module as defined in claim 32 in which said document information store is further configured to store project information relating to each said project, said project information including a pointer to document structure information relating to each document associated with said project.

34. A user module as defined in claim 33 in which said project information associated with at least one project further includes a participants list configured to identify each user authorized to access content information associated with each document associated with each project.

35. A user module as defined in claim 34 in which:

A. said interface module, to enable retrieval of document information for a document associated with a project, is configured to generate a document retrieval request for transmission to said document information store, said document retrieval request including a user identifier, and

B. said document information store is configured to use the user identifier and the participants list to determine whether to provide document information requested in said document retrieval request to the user module associated with the interface module which generated said retrieval request, and, in response to a positive determination, provide the document information to that user module.

36. A user module as defined in claim 35 in which said project information associated with said at least one project further includes security information the document information store being further configured to use the security information to determine whether to provide document information requested in said retrieval request to the user module associated with the interface module which generated said retrieval request.

37. A user module as defined in claim 34 in which:

A. said interface module, to enable update of document information for a document associated with a project, is configured to generate a document update request for transmission to said document information store, said document update request including a user identifier, and

B. said document information store is configured to use the user identifier and the participants list to determine whether to update the document information associated with the document identified in said document update request.

38. A user module as defined in claim 33 in which said project information includes a document pointer list comprising a document pointer entry for each document associated with said project, each document pointer entry including a document pointer pointing to document information for said document in said document information store.

39. A user module as defined in claim 33 in which said whiteboard display module is further configured to selectively display project information associated with said project.

40. A user module as defined in claim 39 in which

A. said whiteboard display module is further configured to enable said interface module to request project information related to said project from said document information store, and to display project information provided thereto by the interface module,

B. the interface module is further configured to in response generate a project information retrieval request for transmission to said document information store, and provide project information received from said document information store to the whiteboard display module for display;

and

C. the document information store is further configured to, in response to a project information request relating to said project, provide at least some of the project information associated with said project to the user module associated with the interface module which generated the project information request.

41. A user module as defined in claim 40 in which the at least some of the project information includes a document list identifying at least one document associated with said project.

42. A user module as defined in claim 41 in which said whiteboard display module is further configured to receive document selection information from said user identifying a document identified on said document list, and in response thereto to enable the interface module to enable retrieval of document information associated with the identified document for display by said whiteboard display module.

43. A user module as defined in claim 40 in which at least some of the project information includes a project title, the whiteboard display module being configured to display said project title on said whiteboard.

44. A user module as defined in claim 28 in which said whiteboard display module is configured to display the document by displaying the placeholder nodes in the tree structure.

45. A user module as defined in claim 44 in which said at least one document is associated with a document title, the document information associated with said document including said document title.

46. A user module as defined in claim 44 in which said document information associated with said at least one document includes a plurality of placeholder node headers associated with each placeholder node associated with the document.

47. A user module as defined in claim 46 in which:

A each placeholder node header is configured to include respective inter-placeholder node pointers pointing to another placeholder node in the tree structure thereby to organize placeholder nodes associated with the document in the tree structure; and

B. said whiteboard display module is configured to use the inter-placeholder node pointers of the placeholder node headers to organize the placeholder nodes as displayed thereby in the tree structure.

48. A user module as defined in claim 47 in which

A. one of said placeholder nodes is a root placeholder node in the tree structure;

B. said at least one document includes a document header configured to include a root placeholder node pointer pointing to the placeholder node header in the associated with the root placeholder node; and

C. said document information store is configured to use the root placeholder node pointer from the document header associated with the document whose document information is to be retrieved to identify the placeholder node header associated with the root placeholder node for the document whose document information is to be retrieved, and to use the inter-placeholder node pointers in the respective placeholder node headers to identify placeholder node headers associated with the document during a retrieval thereof.

49. A user module as defined in claim 46 in which said document content elements comprise notecards, and further in which each placeholder node header is configured to have a notecard pointer to one of said notecards.

50. A user module as defined in claim 49 in which:

A. said whiteboard display module is configured to, in response to an retrieval request from said user relating to a placeholder node, enable the interface to transmit a document content element request for the placeholder node whose document content is to be retrieved; and

B. said document information store is configured to provide the notecard pointed to by the notecard pointer of the placeholder node whose document content element was requested in the document content element request for display by said whiteboard display module.

51. A user module as defined in claim 50 in which the document content element request as transmitted by the interface includes a pointer to the placeholder node header of the placeholder node whose associated document content element is to be provided, and further in which the document information store is configure to use the placeholder node pointer to identify the placeholder node header and thereafter use the notecard pointer obtained therefrom to identify the notecard comprising the document content element.

52. A user module as defined in claim 50 in which the document content element request as transmitted by the interface includes a pointer to the notecard to be provided, and further in which the document information store is configure to use the notecard pointer to identify the notecard comprising the document content element.

53. A user module as defined in claim 28 in which document information associated with said at least one document includes a checked out flag having a plurality of conditions, the document information store selectively permitting a user to update said at least one document based on the condition of the checked out flag.

54. A user module as defined in claim 28 in which in which document content information associated with said at least one document includes a checked out flag having a plurality of conditions, the document information store selectively permitting a user to update said document content information based on the condition of the checked out flag.

55. A computer program product for use in connection with a computer to provide a user module for use in connection with a system for facilitating collaboration among a plurality of users in connection with generation of a document, the system comprising a document information store configured to store document information relating to at least one document, the document information including both document structure information and document content information,

i. the document structure information describing document structural elements for said at least one document, document structural information for said at least one document comprises a plurality of placeholder nodes organized in a tree structure and said document content elements comprises notecards, each placeholder node being configured to have a pointer to one of said notecards,

ii. the document content information comprising document content elements associated with respective document structural elements;

the user module being associated with one of said users, the computer program product comprising a computer readable medium having encoded thereon;

A. a whiteboard display module configured to enable the computer to display a whiteboard to said user, the whiteboard selectively displaying document structure defined by the document structural elements for said at least one document and said document content information therefor;

B. a document update module configured to enable the computer to enable said user to selectively update the document structure and said document content information therefor as displayed by said whiteboard display module; and

C. an interface module configured to enable the computer to selectively enable the retrieval of document information for said at least one document and document content information as requested by said operator for display by said whiteboard display module and update of document information as stored in said document information store to be updated in response to updates received by said document update module.

56. A computer program product as defined in claim 55 in which said document information store stores said document information relating to a plurality of documents.

57. A computer program product as defined in claim 56 in which in which said document structure as defined by document structural information for each document comprises a plurality of placeholder nodes organized in a tree structure and said document content elements comprises notecards, each placeholder node being configured to enable the computer to have a pointer to one of said notecards.

58. A computer program product as defined in claim 57 in which a plurality of placeholder nodes can have pointers pointing to one of said notecards.

59. A computer program product as defined in claim 56 in which each document is associated with a project, each project being configured to be associated with a plurality of documents.

60. A computer program product as defined in claim 59 in which said document information store is further configured to store project information relating to each said project, said project information including a pointer to document structure information relating to each document associated with said project.

61. A computer program product as defined in claim 60 in which said project information associated with at least one project further includes a participants list configured to identify each user authorized to access content information associated with each document associated with each project.

62. A computer program product as defined in claim 61 in which:

A. said interface module, to enable retrieval of document information for a document associated with a project, is configured to enable the computer to generate a document retrieval request for transmission to said document information store, said document retrieval request including a user identifier, and

B. said document information store is configured to use the user identifier and the participants list to determine whether to provide document information requested in said document retrieval request to the user module associated with the interface module which generated said retrieval request, and, in response to a positive determination, provide the document information to that user module.

63. A computer program product as defined in claim 62 in which said project information associated with said at least one project further includes security information the document information store being further configured to use the security information to determine whether to provide document information requested in said retrieval request to the user module associated with the interface module which generated said retrieval request.

64. A computer program product as defined in claim 61 in which:

A. said interface module, to enable update of document information for a document associated with a project, is configured to enable the computer to generate a document update request for transmission to said document information store, said document update request including a user identifier, and

B. said document information store is configured to use the user identifier and the participants list to determine whether to update the document information associated with the document identified in said document update request.

65. A computer program product as defined in claim 60 in which said project information includes a document pointer list comprising a document pointer entry for each document associated with said project, each document pointer entry including a document pointer pointing to document information for said document in said document information store.

66. A computer program product as defined in claim 60 in which said whiteboard display module is further configured to enable the computer to selectively display project information associated with said project.

67. A computer program product as defined in claim 66 in which

A. said whiteboard display module is further configured to enable the computer to enable said interface module to request project information related to said project from said document A information store, and to display project information provided thereto by the interface module,

B. the interface module is further configured to enable the computer to in response generate a project information retrieval request for transmission to said document information store, and provide project information received from said document information store to the whiteboard display module for display;

and

C. the document information store is further configured to, in response to a project information request relating to said project, provide at least some of the project information associated with said project to the user module associated with the interface module which generated the project information request.

68. A computer program product as defined in claim 67 in which the at least some of the project information includes a document list identifying at least one document associated with said project.

69. A computer program product as defined in claim 68 in which said whiteboard display module is further configured to enable the computer to receive document selection information from said user identifying a document identified on said document list, and in response thereto to enable the interface module to enable retrieval of document information associated with the identified document for display by said whiteboard display module.

70. A computer program product as defined in claim 67 in which at least some of the project information includes a project title, the whiteboard display module being configured to enable the computer to display said project title on said whiteboard.

71. A computer program product as defined in claim 55 in which the whiteboard display module is configured to enable the computer to display the document by displaying the placeholder nodes in the tree structure.

72. A computer program product as defined in claim 71 in which said at least one document is associated with a document title, the document information associated with said document including said document title.

73. A computer program product as defined in claim 71 in which said document information associated with said at least one document includes a plurality of placeholder node headers associated with each placeholder node associated with the document.

74. A computer program product as defined in claim 73 in which:

A each placeholder node header is configured to include respective inter-placeholder node pointers pointing to another placeholder node in the tree structure thereby to organize placeholder nodes associated with the document in the tree structure; and

B. said whiteboard display module is configured to enable the computer to use the inter-placeholder node pointers of the placeholder node headers to organize the placeholder nodes as displayed thereby in the tree structure.

75. A computer program product as defined in claim 74 in which

A. one of said placeholder nodes is a root placeholder node in the tree structure;

B. said at least one document includes a document header configured to include a root placeholder node pointer pointing to the placeholder node header in the associated with the root placeholder node; and

C. said document information store is configured to use the root placeholder node pointer from the document header associated with the document whose document information is to be retrieved to identify the placeholder node header associated with the root placeholder node for the document whose document information is to be retrieved, and to use the inter-placeholder node pointers in the respective placeholder node headers to identify placeholder node headers associated with the document during a retrieval thereof.

76. A computer program product as defined in claim 73 in which said document content elements comprise notecards, and further in which each placeholder node header is configured to have a notecard pointer to one of said notecards.

77. A computer program product as defined in claim 76 in which:

A. said whiteboard display module is configured to enable the computer to, in response to an retrieval request from said user relating to a placeholder node, enable the interface to transmit a document content element request for the placeholder node whose document content is to be retrieved; and

B. said document information store is configured to provide the notecard pointed to by the notecard pointer of the placeholder node whose document content element was requested in the document content element request for display by said whiteboard display module.

78. A computer program product as defined in claim 77 in which the document content element request as transmitted by the interface includes a pointer to the placeholder node header of the placeholder node whose associated document content element is to be provided, and further in which the document information store is configure to use the placeholder node pointer to identify the placeholder node header and thereafter use the notecard pointer obtained therefrom to identify the notecard comprising the document content element.

79. A computer program product as defined in claim 77 in which the document content element request as transmitted by the interface includes a pointer to the notecard to be provided, and further in which the document information store is configure to use the notecard pointer to identify the notecard comprising the document content element.

80. A computer program product as defined in claim 55 in which document information associated with said at least one document includes a checked out flag having a plurality of conditions, the document information store selectively permitting a user to update said at least one document based on the condition of the checked out flag.

81. A computer program product as defined in claim 55 in which in which document content information associated with said at least one document includes a checked out flag having a plurality of conditions, the document information store selectively permitting a user to update said document content information based on the condition of the checked out flag.