Managing item access in a collaborative workspace

• US 8,543,926 B2
• Filed: 06/10/2008
• Issued: 09/24/2013
• Est. Priority Date: 06/10/2008
• Status: Active Grant

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Giles, Jason D.
• Primary Examiner(s): HO, RUAY L
• Application Number:
  US12/136,071
• Publication Number:
  US 20090307598A1
• Time in Patent Office: 1,932 Days
• Field of Search: 715200-277, 715700-867, 700701-866, 709201-229, 705 50- 79, 345 30-111, 348206-2319
• US Class Current: 715/751
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

An approach is described for managing item access in a collaborative workspace. A user interacts with the collaborative workspace through a workspace user interface presentation. The approach entails presenting an item user interface presentation to the user without losing a context associated with the workspace user interface presentation. The user can enter searching and filtering selections into the item user interface presentation to narrow an initial set of items provided by that presentation. Upon locating a desired item, the user can add it to the collaborative workspace using a drag-and-drop operation or other technique.

Claims

1. A method executed at least in part in a computing device for managing item access in a network environment, the method comprising:

providing an interactive user interface through a display for enabling one or more users to collaborate on one or more items associated with a collaborative workspace, wherein the collaborative workspace defines a linked collection of one or more of;

members, permissions, items, activities, notifications, and messages and wherein items include one or more of;

word processing document items, spreadsheet document items, presentation-related document items, data items, discussion items;

displaying on the display a menu part on the interactive user interface presenting a plurality of functions available for managing the collaborative workspace;

displaying on the display a list of users associated with the collaborative workspace on the interactive user interface;

displaying on the display the one or more items associated with the collaborative workspace in an item presentation part of the interactive user interface, wherein the workspace stores the items as one or more of;

an actual copy included in the workspace and a virtual copy with a reference pointer pointing to where the items are stored;

enabling a user with administrative rights to add and remove items from the collaborative workspace utilizing a workspace management module wherein addition of an item to the collaborative workspace places the item in a shared location;

displaying on the display tasks associated with the collaborative workspace on an activity panel implemented by an activity management module on the interactive user interface for enabling the user with administrative rights to set up tasks for one or more users associated with the collaborative workspace;

displaying on the display a message thread in a discussion management module on the interactive user interface for enabling the one or more users associated with the collaborative workspace to exchange messages; and

upon detection of an instruction through an input device from the user with administrative rights to manage the one or more items associated with the collaborative workspace, providing an item user interface in a separate window overlapping with the interactive user interface on the display enabling the user with administrative rights to view one or more candidate items for associating with the collaborative workspace without losing a context associated with the collaborative workspace.

2. The method of claim 1, further comprising:

displaying on the display a documents option on the menu part of the interactive user interface for allowing the user to view items that can be added to the collaborative workspace;

enabling the user through an input device to select the documents option for executing the instruction to manage items associated with the collaborative workspace;

upon detection of the selection of the documents option, identifying at least one data store storing one or more candidate items relevant to the collaborative workspace;

selecting one or more candidate items from the at least one data store for presenting in the item user interface;

presenting the selected candidate items from the data store in a list of candidate items in the item user interface on the display;

enabling the user to select one or more of the candidate items from the list of candidate items for associating with the collaborative workspace; and

adding the one or more selected candidate items from the list of candidate items to the item presentation part of the interactive user interface.

3. The method of claim 2, wherein identifying at least one data store storing one or more candidate items relevant to the collaborative workspace further comprises one or more of:

identifying at least one local data store storing one or more candidate items, identifying at least one external network-accessible data store storing one or more candidate items; and

identifying at least one candidate item previously associated by the user with one or more other collaborative workspaces in any data store regardless of where located.

4. The method of claim 2, further comprising:

presenting an add file option on the item user interface on the display; and

enabling the user to add one or more of the candidate items to the item presentation part of the interactive user interface by selecting one or more of the candidate items and selecting the add file option.

5. The method of claim 4, further comprising:

displaying a selection option for the user to select one or more of the candidate items from the list of candidate items presented in the item user interface and to perform a drag-and-drop operation to move the selected item into the item presentation part of the interactive user interface for adding the selected item to the item presentation part of collaborative workspace.

6. The method of claim 2, further comprising:

providing a search selection option and a filtering selection option for the user to narrow the list of candidate items presented in the item user interface based on user defined criteria.

7. The method of claim 6, wherein the search selection further comprises:

displaying on the display a search part on the item user interface;

enabling the user to enter a search term in the search part; and

presenting a modified list of candidate items in the item user interface that excludes one or more items that do not satisfy the search term.

8. The method of claim 6, wherein the filtering selection further comprises:

displaying on the display a filter part on the item user interface;

enabling the user to enter filtering criteria in the filter part; and

presenting a modified list of candidate items in the item user interface that excludes one or more items that do not satisfy the filtering criteria.

9. The method of claim 2, wherein presenting the list candidate items in the item user interface further comprises:

creating a reference pointer to point to one or more candidate items where they are stored in the data store.

10. The method of claim 2, wherein presenting the list candidate items in the item user interface further comprises:

making a copy of the one or more candidate items; and

storing the copy of the one or more candidate items in a central repository location associated with the collaborative workspace.

11. A computing device for managing item access in a network environment, comprising:

a memory storing instructions;

a processor coupled to the memory, the processor configured to execute;

a workspace management module configured to;

manage set-up and operation of a collaborative workspace; and

employ an interface component to provide an interactive user interface for enabling one or more users to collaborate on one or more items associated with the collaborative workspace within a context of the network environment, wherein the administrative rights with respect to the workspace include one or more of;

set up, manage, and terminate the collaborative workspace;

a presentation module coupled to the workspace management module, the presentation module configured to;

display a menu part providing a plurality of available functions for interacting with the collaborative workspace provided by the interactive user interface;

display a list of users associated with the collaborative workspace on the interactive user interface;

display the one or more items associated with the collaborative workspace in an item presentation part of the interactive user interface; and

an item management module configured to;

enable the user with administrative rights to add and remove items from the collaborative workspace, wherein addition of an item to the collaborative workspace places the item in a shared location to be accessed and acted upon by members of the workspace in a manner defined by respective permissions of the members;

display a documents option on the menu part of the interactive user interface for allowing the user to view items that can be added to the collaborative workspace;

enable the user to select the documents option for executing the instruction to manage items associated with the collaborative workspace;

upon detection of an instruction from a user to manage items associated with the collaborative workspace, provide an item user interface in a separate window overlapping with the interactive user interface enabling the user to view one or more candidate items for associating with the collaborative workspace without losing a context associated with the collaborative workspace; and

an activity management module configured to;

enable the user with administrative rights to set up and assign one or more tasks to the one or more users associated with the collaborative workspace;

display the one or more tasks assigned to the one or more users in an activity panel associated with the collaborative workspace; and

provide notifications and alerts regarding the status of the one or more tasks to the one or more users associated with the collaborative workspace;

an item indexing module coupled to the item management module, the item indexing module configured to;

apply a dynamic analysis to determine one or more observed characteristics of the collaborative workspace and to select an item store from which to index the items suitable for the collaborative workspace based on the observed characteristics; and

enable the user with administrative rights to instruct the item indexing module to index items that the user has chosen to share in the past in a context of any workspace and in particular types of workspaces, regardless of where the items are presently stores; and

a discussion management module configured to display a message thread for enabling the one or more users associated with the collaborative workspace to exchange messages, reply to an existing message, and start a new message thread.

12. The computing device of claim 11, wherein the item indexing module is further configured to:

identify at least one data store storing the one or more candidate items associated with the collaborative workspace;

select one or more candidate items from the data store for presenting in the item user interface; and

present the selected candidate items from the data store in a list of candidate items in the item user interface;

an item locating module coupled to the item management module, the item locating module configured to enable the user to select one or more of the candidate items from the list of candidate items for associating with the collaborative workspace; and

an item adding module coupled to the item management module, the item adding module configured to enable the user to add the one or more selected candidate items from the list of candidate items to the item presentation part of the interactive user interface.

13. The computing device of claim 12, wherein the observed characteristics include one or more of:

a keyword in a title of the workspace, a keyword in one or more items associated with the collaborative workspace, identities of the one or more users associated with the collaborative workspace, and the types of items already attached to the collaborative workspace.

14. The computing device of claim 13, wherein the item indexing module is further configured to select one or more candidate items from the data store for presenting in the item user interface based on user defined criteria, wherein the user defined criteria includes one or more of:

keywords in a file name and contents of the one or more candidate items, an author of the one or more candidate items, a date range for the one or more items, and a type of item.

15. The computing device of claim 14, wherein the item indexing module is further configured to select the data store and the one or more candidate items for presenting in the item user interface based on a pattern of behavior by the user of selecting data stores and candidate items for associating with the collaborative workspace.

16. The computing device of claim 12, wherein the item locating module is configured to:

enable the user to narrow the list of candidate items presented in the item user interface based on user defined criteria through one or more of;

enabling the user to enter a search term in a search part displayed on the item user interface, and presenting a modified list of candidate items in the item user interface that excludes one or more items that do not satisfy the search term; and

enabling the user to enter filtering criteria in a filter part displayed on the item user interface, and presenting a modified list of candidate items in the item user interface that excludes one or more items that do not satisfy the filtering criteria.

17. The computing device of claim 12, wherein the item adding module is configured to enable the user to add one or more of the candidate items to the item presentation part of the interactive user interface by one or more of:

selecting one or more of the candidate items from the list of candidate items presented in the item user interface and selecting an add file option displayed on the item user interface; and

selecting one or more of the candidate items from the list of candidate items presented in the item user interface and performing a drag-and-drop operation to move the selected item into the item presentation part of the interactive user interface.

18. A computer-readable memory device with instructions stored thereon for managing item access in a network environment, instructions comprising:

providing an interactive user interface through a display viewable on a plurality of electronic devices accessible over a network for enabling one or more users to collaborate on one or more items associated with a collaborative workspace, wherein at least a portion of a functionality and information provided on the interactive user interface are implemented on a local device and at least a portion of a functionality and information provided on the interactive user interface are implemented at a network accessible location;

displaying on the display a menu part on the interactive user interface presenting a plurality of functions available for managing the collaborative workspace, wherein the collaborative workspace defines a linked collection of one or more of;

members, permissions, items, activities, notifications, and messages and wherein items include one or more of;

word processing document items, spreadsheet document items, presentation-related document items, data items, discussion items;

displaying on the display a list of users associated with the collaborative workspace on the interactive user interface;

displaying on the display the one or more items associated with the collaborative workspace in an item presentation part of the interactive user interface, wherein the workspace stores the items as one or more of;

an actual copy and a virtual copy with a reference pointer pointing to where the items are stored;

enabling a user with administrative rights to add and remove items from the item presentation part utilizing a workspace management module;

displaying on the display one or more tasks assigned to one or more users associated with the collaborative workspace on an activity panel implemented by an activity management module on the interactive user interface and providing notifications to the one or more users associated with the collaborative workspace related to the status of the one or more tasks;

displaying on the display a message thread in a discussion management module on the interactive user interface for enabling the one or more users associated with the collaborative workspace to exchange messages;

enabling the user with administrative rights to select a documents option displayed on the menu part of the interactive user interface for executing the instruction to manage items associated with the collaborative workspace;

upon detection of the selection of the documents option;

identifying at least one data store storing one or more candidate items relevant to the collaborative workspace;

selecting one or more candidate items from the data store for presenting in an item user interface; and

presenting the selected candidate items from the data store in a list of candidate items in the item user interface in a separate window overlapping with the interactive user interface enabling the user to view one or more candidate items for associating with the collaborative workspace without losing a context associated with the collaborative workspace;

enabling the user to select one or more of the candidate items from the list of candidate items for associating with the collaborative workspace;

adding the one or more selected candidate items from the list of candidate items to the item presentation part of the interactive user interface, wherein addition of the one or more selected candidate items to the collaborative workspace places the selected candidate item in a shared location to be accessed and acted upon by members of the workspace in a manner defined by respective permissions of the members; and

displaying on the display a list of items on the display wherein the list of items includes additional information associated with each item including one or more of;

a name associated with the item, a status of the item, an online status of a person associated with the item, a group associated with the item, and a last activity associated with the item.

19. The computer-readable memory device of claim 18, further comprising enabling the user to narrow the list of candidate items presented in the item user interface based on user defined criteria through one or more of:

enabling the user to enter a search term in a search part displayed on the item user interface, and presenting a modified list of candidate items in the item user interface that excludes one or more items that do not satisfy the search term; and

enabling the user to enter filtering criteria in a filter part displayed on the item user interface, wherein the filtering criteria include one or more of;

file format, item author, user associated with an item, item type, and tagged criteria, and presenting a modified list of candidate items in the item user interface that excludes one or more items that do not satisfy the filtering criteria.

20. The computer-readable memory device of claim 18, further comprising:

displaying a side panel part on the interactive user interface for displaying additional available functions for interacting with the collaborative workspace, wherein the available functions include one or more of;

an activity tab for enabling management of tasks and notifications associated with the collaborative workspace,

a discussion tab for enabling communication between the one or more users associated with the collaborative workspace, and

a clipboard tab for enabling the user to temporarily place items the user desires to associate with to the collaborative workspace.