IP Library › Granted Patent US 7,386,529
Granted Patent B2
US 7,386,529 · App. 10/632,086 · Granted Jun 10, 2008

System and method for managing content with event driven actions to facilitate workflow and other features

Assignee: Mathon Systems, Inc.
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 7,386,529
App. No.
10/632,086
Granted
Jun 10, 2008
Kind
B2
Abstract

A system and method for electronic file management includes an object-oriented file management database, a volume manager, and a coherency manager. The volume manager manages electronic files and metadata relating to the files of one or more volumes. Each volume may include folders, files, and/or other digital content. The file management system organizes files based on the metadata related to each file. The file management system may enable certain actions to occur automatically based on predetermined events, including changes in metadata. These actions may facilitate workflow or provide other benefits. A user interface facilitates user interaction with the file management system.

Claims (43)

1. A computerized file management system for use with an existing file system, that includes a volume, and for managing electronic files on the volume, the computerized file management system comprising:

a volume manager configured to manage the electronic files on the volume and to manage metadata relating to the electronic files on the volume;

a coherency manager module coupled to the volume manager and configured to manage at least one of i) a version of a selected file of the electronic files and ii) a relationship of the selected file of the electronic files, to another file, based on the metadata associated with the selected file; and

a workflow module coupled to the volume manager and configured to automatically perform an event-driven action corresponding to a trigger event in response to the trigger event occurring;

wherein the trigger event relates to at least one of i) a change to the metadata of the selected file, ii) a change to the content of the selected file, and iii) a file operation of the selected file; and

wherein the event-driven action provides automated handling of at least one of folders, the electronic files, and the metadata relating to the electronic files.

2. The system of claim 1 , wherein the metadata includes automatically generated metadata and user defined metadata.

3. The system of claim 1 , wherein the workflow module is configured to facilitate sharing and access control of content.

4. The system of claim 1 , wherein the metadata includes at least one tag wherein the workflow module is configured to initiate actions based on changes to a value of the tag.

5. The system of claim 1 , wherein the system uses tags to control or specify workflow.

6. The system of claim 5 , wherein further comprising a user interface configured to allow a user to view or change the tags.

7. The system of claim 1 , wherein the system is configured to track movement and use of the files.

8. The system of claim 1 wherein the event-driven action is at least one of an update to an enterprise application and an update to the file system by the enterprise application.

9. The system of claim 1 , wherein the event-driven action is approval.

10. The system of claim 1 , wherein the event-driven action is computing a hash code.

11. The system of claim 1 , wherein the event-driven action is enabling a further action to occur.

12. The system of claim 11 , wherein the enabling comprises removing a constraint that inhibits the further action.

13. The system of claim 1 , wherein the event-driven action is enabling a user programmed action.

14. The system of claim 1 , wherein the event-driven action is a predetermined system action.

15. The system of claim 1 , wherein the event-driven action is notifying a user when a file is ready for an action by the user.

16. The system of claim 15 , wherein the action by the user is sign-off.

17. The system of claim 15 , wherein the action by the user is review.

18. The system of claim 15 , wherein the action by the user is publish.

19. The system of claim 1 , wherein a dynamic folder is used to manage workflow.

20. The system of claim 1 , wherein the metadata includes one or more tags associated with each of the electronic files.

21. The system of claim 20 , wherein the workflow module is further configured to initiate an event-driven action in response to a change to the one or more tags.

22. The system of claim 20 , wherein the trigger event is a user setting a value of said one or more tags.

23. The system of claim 20 , wherein the event-driven action is changing a value of said one or more tags in response to a change in the associated file.

24. A computerized system comprising:

a volume manager module configured to interface with a volume of an existing file system, the volume including electronic files, the volume manager being configured to maintain metadata related to the electronic files and to track aspects of usage by a user of the electronic files;

wherein the volume manager module is configured to publish information related to usage of the electronic files;

wherein the volume manager module is configured to facilitate a historical view showing usage of the electronic files;

wherein the volume manager is configured such that the electronic files are inhibited from leaving control of the system;

a coherency manager module coupled to the volume manager and configured to interface with the existing file system and the volume manager, the coherency manager module being configured to facilitate coherency between selected ones of the electronic files using the published information;

a workflow module coupled to the volume manager and configured to receive the published information and to automatically perform an event-driven action in response to a trigger event occurring; and

a user interface module coupled to the volume manager module and configured to provide an interface between the user and the existing file system;

wherein the trigger event relates to at least one of i) a change to the metadata of the selected files, ii) a change to the content of the selected files, and iii) a file operation of the selected files; and

wherein the event-driven action provides automated handling of at least one of folders, the electronic files, and the metadata relating to the electronic files.

25. The system of claim 24 wherein the volume manager module and the workflow module have a publish/subscribe relationship.

26. The system of claim 24 wherein the volume manager is configured to interface with a plurality of volumes of the file system.

27. The system of claim 26 wherein the coherency module is configured to facilitate coherency between selected files stored in a first one and a second one of the plurality of volumes.

28. The system of claim 24 wherein the event-driven action is at least one of approval, computing a hash code, a user programmed action, a predetermined system action, and notifying a selected user when a file is ready for action by the selected user.

29. The system of claim 24 wherein the volume manager is configured such that the electronic files never leave control of the system.

Assignments (3)
CHANGE OF NAME Recorded Aug 9, 2006
From: SHAREALOT, INC
To: MATHON SYSTEMS, INC.
Reel/Frame 018074/0273 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 1, 2004
From: IT'S THE CONTENT, INC.
To: SHAREALOT, INC.
Reel/Frame 015401/0934 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 30, 2004
From: KIESSIG, RICK; YOST, DAVID A.; MATHON, JOHN D.
To: IT'S THE CONTENT
Reel/Frame 014946/0342 →
Continuity (2)
Provisional Application 6043441800 · Dec 19, 2002
Related Publication 20040133544A1 · Jul 8, 2004