IP Library Granted Patent US 11,341,191
Granted Patent B2
US 11,341,191 · App. 16/034,645 · Granted May 24, 2022

Method and system for document retrieval with selective document comparison

Inventor: Daniel Von Weihe (London, GB)
Assignee: Workshare Ltd.
G06F16/93G06F16/2358G06F16/248G06F40/14G06F40/197
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Quick Facts
Patent No.
US 11,341,191
App. No.
16/034,645
Granted
May 24, 2022
Kind
B2
Abstract

This invention discloses a novel system and method for displaying electronic documents on remote devices and enabling collaborative editing where the system upon a request by a user to access a document, automatically determines the latest version of a document that the person had accessed and also whether a newer version had been created. The invention also merges parallel changes that have not been viewed by the user into the comparison result. The invention also includes running a comparison on the two versions and presenting the result to the user.

Claims (52)

1. A method executed by a computer system comprising:

receiving a request from a first user to access a first document having a first version;

determining, by processing a data structure, that there is a plurality of candidate latest versions of the first document, the data structure representing at least a portion of a path from an initial version of the first document to a descendant version of the first document, wherein the data structure includes a pre-determined seniority value for each user, and wherein each candidate latest version of the plurality of candidate latest versions of the first document includes (i) an access history indicative of which user has seen the candidate latest version, and (ii) a revision history indicative of which user has revised the candidate latest version;

applying a first approach among a plurality of possible approaches for selecting one candidate version among the plurality of candidate latest versions of the first document as a selected version, wherein the first approach includes:

based on (i) the pre-determined seniority value for each user and (ii) the revision history of each candidate latest version, determining that a user identification in the revision histories of the plurality of candidate latest version is associated with a highest seniority level; and

selecting the one candidate version as the selected version based on the revision history of the one candidate version including the user identification with the highest seniority level among the revision histories of the plurality of candidate latest versions; and

providing the selected version for indicating updates to the first version of the first document to the first user.

2. The method of claim 1 , wherein the applying the first approach further includes:

identifying, based on the access history, that one or more users have previously accessed the one candidate version; and

selecting the one candidate version as the selected version based on a second user being included in the access history of the one candidate version.

3. The method of claim 1 , wherein the first approach further includes, based on the revision history, selecting the one candidate version as the selected version in response to (i) the first user being an originator of an interim version of the plurality of candidate latest versions of the first document, and (ii) the one candidate version is a descendant version of the interim version.

4. The method of claim 1 , wherein the highest

seniority level is selected by the first user.

5. The method of claim 1 , wherein the data structure includes a pre-determined value designation that the one candidate version takes precedence among the plurality of candidate latest versions, and wherein the first approach further includes selecting the one candidate version as the selected version based on the revision history of the one candidate version including a preference value associated with the one candidate version that meets the pre-determined value designation.

6. The method of claim 5 , wherein the preference value is set by a second user other than the first user.

7. The method of claim 1 , wherein the first approach includes:

based on the revision history of each candidate latest version, presenting, to the first user, a hierarchical structure of the plurality of candidate latest versions of the first document, the hierarchical structure including an author and a time stamp for each candidate latest version of the plurality of candidate latest versions, and

receiving a selection from the first user for selecting a value in the hierarchical structure as the highest seniority level.

8. The method of claim 1 , wherein the determining that there is the plurality of candidate latest versions of the first document includes determining that a first latest version of the plurality of candidate latest versions of the first document does not include a child version to the first latest version.

9. The method of claim 1 , wherein the plurality of candidate latest versions of the first document are created by one or more additional users other than the first user.

10. A computer system comprising:

a memory storing machine-readable instructions; and

one or more processors configured to execute the machine-readable instructions to:

receive a request from a first user to access a first document having a first version;

determine, by processing a data structure, that there is a plurality of candidate latest versions of the first document, the data structure representing at least a portion of a path from an initial version of the first document to a descendant version of the first document, wherein the data structure includes a pre-determined seniority value for each user, and wherein each candidate latest version of the plurality of candidate latest versions of the first document includes (i) an access history indicative of which user has seen the candidate latest version, and (ii) a revision history indicative of which user has revised the candidate latest version;

apply a first approach among a plurality of possible approaches for selecting one candidate version of the plurality of candidate latest versions of the first document as a selected version, wherein the first approach includes:

based on (i) the pre-determined seniority value for each user and (ii) the revision history of each candidate latest version, determining that the user identification in the revision histories of the plurality of candidate latest version is associated with a highest seniority level; and

selecting the one candidate version as the selected version based on the revision history of the one candidate version including the user identification with the highest seniority level among the revision histories of the plurality of candidate latest versions; and

provide the selected version for indicating updates to the first version of the first document to the first user.

11. The computer system of claim 10 , wherein the applying the first approach further includes:

identifying, based on the access history, that one or more users have previously accessed the one candidate version; and

selecting the one candidate version as the selected version based on a second user being included in the access history of the one candidate version.

12. The computer system of claim 10 , wherein the first approach further includes, based on the revision history, selecting the one candidate version as the selected version in response to (i) the first user being an originator of an interim version of the plurality of candidate latest versions of the first document, and (ii) the one candidate version is a descendant version of the interim version.

13. The computer system of claim 10 , wherein the highest

seniority level is selected by the first user.

14. The computer system of claim 10 , wherein the data structure includes a pre-determined value designation that the one candidate version takes precedence among the plurality of candidate latest versions, and wherein the first approach further includes selecting the one candidate version as the selected version based on the revision history of the one candidate version including a preference value associated with the one candidate version that meets the pre-determined value designation.

15. The computer system of claim 14 , wherein the preference value is set by a second user other than the first user.

16. The computer system of claim 10 , wherein the first approach includes:

based on the revision history of each candidate latest version, presenting, to the first user, a hierarchical structure of the plurality of candidate latest versions of the first document, the hierarchical structure including an author and a time stamp for each candidate latest version of the plurality of candidate latest versions, and

receiving a selection from the first user for selecting a value in the hierarchical structure as the highest seniority level.

17. The computer system of claim 10 , wherein the determining that there is the plurality of candidate latest versions of the first document includes determining that a first latest version of the plurality of candidate latest versions of the first document does not include a child version to the first latest version.

18. The computer system of claim 10 , wherein the plurality of candidate latest versions of the first document are created by one or more additional users other than the first user.

19. A method executed by a computer system comprising:

receiving a request from a user to access a document having a plurality of versions that include at least an initial version, a descendant version, and a plurality of latest versions;

identifying, by processing a data structure having a pre-determined seniority value for each user, a plurality of candidate versions from the plurality of latest versions, the data structure representing at least a portion of a path from the initial version to the descendant version, each candidate version of the plurality of candidate versions including

(i) an access history indicative of which user has seen the candidate version, and

(ii) a revision history indicative of which user has revised the candidate version;

selecting, via an approach of a plurality of approaches, one of the plurality of candidate versions as a selected version; and

indicating updates of the initial version, via the selected version, to the user,

wherein the approach includes:

based on (i) the pre-determined seniority value for each user and (ii) the revision history of each candidate version, determining that a user identification in the revision histories of the plurality of candidate versions is associated with a highest seniority level; and

selecting the selected version, based on its revision history including the user identification with the highest seniority level among all revision histories of the plurality of candidate versions.

Assignments (2)
PATENT SECURITY AGREEMENT Recorded Oct 31, 2019
From: WORKSHARE LIMITED
To: OWL ROCK CAPITAL CORPORATION, AS COLLATERAL AGENT
Reel/Frame 050901/0448 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 1, 2018
From: VON WEIHE, DANIEL
To: WORKSHARE LTD.
Reel/Frame 046521/0215 →
Continuity (3)
Continuation 14829523 · Aug 18, 2015
Continuation 13803231 · Mar 14, 2013
Related Publication 20180329902A1 · Nov 15, 2018