Method and system for accessing and managing information

• US 7,698,323 B1
• Filed: 04/26/2005
• Issued: 04/13/2010
• Est. Priority Date: 04/26/2004
• Status: Active Grant

• Current Assignee: Centric Software, Inc. (Dassault Systemes SA)
• Original Assignee: Centric Software, Inc. (Dassault Systemes SA)
• Inventors: Chan, Kwok Lung, Winegarden, Bruce R., Herman, Eric Kennedy, Waldsmith, Brian Jay, Rangan, Ravi Mangalam, Amador, Franz, Zabriskie, William
• Primary Examiner(s): Breene; John E
• Assistant Examiner(s): NGUYEN, PHONG H
• Application Number:
  US11/115,052
• Time in Patent Office: 1,813 Days
• Field of Search: 707/3, 707/4, 707/101, 707/203, 707/999.003, 707/999.203, 715/229, 717/122, 717/170
• US Class Current: 707/695
• CPC Class Codes: G06F 16/256 in federated or virtual databases
• CPC Class Codes: G06Q 10/00 Administration; Management

Abstract

A method and system for finding, accessing, connecting, and sharing information in the context of business activities. Authorized users may search and view information content from managed or unmanaged data repositories maintained at various locations. Users may connect and share this information to their business process (e.g., projects, products, and processes) without losing referential integrity. A virtual repository unifies information from multiple sources. On demand, information may be automatically managed and converted into structured information used to execute business processes.

Claims

1. A system comprising a processor coupled to a memory, for managing and accessing data, comprising:

a set of one or more data repositories arranged to store items, wherein each item is data that represents an item in the real world, the item in the real world having a corresponding product lifecycle management (PLM) business object that represents information and process that is of importance to a business in the context of executing and planning functions for one or more product life phases, encompassing both the information and a definition of the process, wherein some of the items are managed and some are unmanaged, wherein a managed item'"'"'s revisions are automatically controlled such that revisions to the managed item may only be made according to defined business rules, and wherein an unmanaged item'"'"'s revisions are not automatically controlled;

a search engine arranged to search, within a selected particular context, for both managed and unmanaged items in the set of one or more repositories such that a result of the search may include both managed and unmanaged items from the set of one or more repositories; and

a component arranged to track revisions to, store, and make accessible product information, the component further arranged to query the search engine to obtain managed and unmanaged items from the set of one or more data repositories,

wherein the component is further arranged to receive an indication, based on user input to the system, of an unmanaged item in the result provided from the search engine, and to take the indicated unmanaged item from one of the repositories and establish a persistent reference to the indicated unmanaged item such that the indicated unmanaged item to be managed within the selected particular context, by automatically controlling revisions to that item, upon demand based on the received indication of the unmanaged item in the result provided by the search engine.

2. The system of claim 1, wherein the product information comprises information associated with requirements, design, system engineering, manufacturing, process, project management, production, service, corresponding processes, in-service, and end-of-life of a business object.

3. The system of claim 2, wherein the business object comprises one or more of a scanned paper document, an electronic file, a record in a database, and an information structure that represents information about products, processes, or projects.

4. The system of claim 2, wherein a business object structure relates the business object to another business object.

5. The system of claim 4, wherein the business object comprises a product definition that includes a part definition, part structure relationships including a bill of materials, relationships to specification documents, and contextual relationships to projects and processes through which business objects are created, modified, released, used, and changed.

6. The system of claim 1, wherein a business object structure relates the business object to a managed or unmanaged item or finer-grain search engine items as referenced through the search engine.

7. The system of claim 6, wherein the business object structure relating the business object to finer-grain search engine items is accomplished by the search engine being arranged to provide a persistent link to a search engine item associated with one or more of the items, wherein the persistent link includes an identifier to obtain the one or more of the items from the set of one or more repositories searched by the search engine, and the business object structure relating the business object to the persistent link.

8. The system of claim 7, wherein the component is further arranged to store the identifier for use in subsequent queries to the search engine.

9. The system of claim 1, wherein the component comprises a product lifecycle management system arranged to maintain and provides access to the product information over the lifetime of products associated with the product information.

10. The system of claim 1, wherein:

the search engine is accessed within the context of a business process as represented by a business object structure and implemented through a PLM system;

wherein the component is arranged to relate managed and unmanaged items retrieved from the search engine to the context of the business process.

11. A method executing on a processor coupled to a memory, for managing and accessing information, comprising:

querying a search engine to search for both managed and unmanaged items, to obtain a result of one or more search engine items that corresponds to a managed or unmanaged item in a virtual repository associated with the search engine, wherein each item is data that represents an item in the real world, the item in the real world having a corresponding product lifecycle management (PLM) business object that represents information and process that is of importance to a business in the context of executing and planning functions for one or more product life phases, encompassing both the information and a definition of the process, wherein some of the items are managed and some are unmanaged, wherein a managed item'"'"'s revisions are automatically controlled such that revisions to the managed item may only be made according to defined business rules, and wherein an unmanaged item'"'"'s revisions are not automatically controlled and wherein querying the search engine is from within a selected particular context; and

upon demand based on an indication resulting from user input via a user interface, of an unmanaged item in the obtained result from the search engine, establishing a persistent reference to the indicated unmanaged item such that the indicated unmanaged item to be managed as a business object within the selected particular context by making the business object'"'"'s revisions automatically controlled, and make accessible product information via business objects.

12. The method of claim 11, further comprising creating a persistent reference to the one or more search engine items to provide to the component, for use by the component to manage and make accessible product information via business objects.

13. The method of claim 11, wherein the business object comprises a project, a process, or product information.

14. The method of claim 13, wherein the process comprises one or more of an action item, a request for a quote, a work order, a purchase order, and a supplier change notice.

15. The method of claim 13, wherein the project is associated with a folder hierarchy structure that is maintained by the component.

16. The method of claim 13, wherein the product information comprises one or more configurations of a requirements decomposition, a system decomposition, a physical part decomposition, a process and service plan decomposition that are related through a network of traceability relationships, associated specifications, and documentation spread across the virtual repository.

17. The method of claim 11, wherein:

the managed item is an item that is controlled such that the managed item may only be changed or accessed according to well-defined business rules that a business and users must follow; and

the unmanaged item is an item where formal business rules are not in place relative to how changes are made to the unmanaged item and how access to the unmanaged item is controlled.

18. A tangible computer-readable storage medium having computer-executable instructions for execution by a computing system comprising a processor coupled to a memory, the instructions comprising:

querying a search engine and obtaining therefrom an identifier that identifies a search engine query;

associating the identifier of the search engine query with an unmanaged business object via a tuple stored by a component arranged to manage and make accessible product information via business objects, wherein business objects represents information and process that is of importance to a business in the context of executing and planning functions for one or more product life phases, encompassing both the information and a definition of the process, wherein some of the business objects are managed and some are unmanaged, wherein a managed business object'"'"'s revisions are automatically controlled such that revisions to the managed business object may only be made according to defined business rules, and wherein an unmanaged business object'"'"'s revisions are not automatically controlled and stored, and wherein querying the search engine is from within a selected particular context of a business process; and

receiving an indication, based on user input, of the unmanaged item to which the identifier of the search engine query has been associated and establishing a persistent reference to the indicated unmanaged item such that the indicated unmanaged item to be managed within the selected particular context as a managed business object upon demand, wherein a managed business object'"'"'s revisions are automatically controlled and stored.

19. The tangible computer-readable storage medium of claim 18, wherein the search engine searches repositories including a repository that includes business objects managed by the component.

20. The tangible computer-readable storage medium of claim 18, further comprising associating the identifier with a context of a product, process, project, or company.