US5806079A
Expired / Lapsed
US
⏱️ 0.0 years remaining
System, method, and computer program product for using intelligent notes to organize, link, and manipulate disparate data objects
Assignee: Datacloud Technologies LLC
•
Filing: 1996-04-17
•
Granted: 1998-09-08
•
Expires: 2016-04-17
Abstract
Abstract A system and method of manipulating notes linked to data objects, and of manipulating the data objects. The method operates by displaying a note including one or more first sub-notes and one or more second sub-notes. The first sub-notes are linked to portions of a first data object associated with a first application. At least some of the first portions may be partially overlapping. The second sub-notes are linked to portions of a second data object associated with a second application. The second application is different from the first application. A request is received from a user viewing the note to display a portion of the first data object linked to a particular one of the first sub-notes. The first application is invoked, if the first application is not already invoked. The first application is caused to load the first data object and present the portion of the first data object linked to the particular one of the first sub-notes.
Inventors
- 👤 Kevin G. Rivette
- 👤 Irving S. Rappaport
- 👤 Adam Jackson
- 👤 Don Ahn
- 👤 Michael P. Florio
- 👤 Deborah Kurata
Bibliographic Details
Application Number
—
Jurisdiction
US
Data Source
google_patents
Last Synchronized
2026-10-28 06:11
CPC Classifications
G; G06; G06F; G06F16/00; G06F16/40; G06F16/30; G06F16/31; G06F16/316; G06F16/322; G06F16/70; G06F16/74; G06F16/748; G06F16/90; G06F16/93; G06F16/94
Claims Analysis
Total Claims: 87
Claim 1
Independent Claim
139 words
A system for organizing data, comprising: annotation mode means for enabling a user to place an application in an annotation mode; data object portion selecting means for enabling a user to select a portion of a data object associated with said application; sub-note creating means, responsive to said annotation mode means and said data object portion selecting means, for automatically creating a sub-note in a note; means, responsive to said sub-note creating means, for automatically linking said sub-note to said selected portion; request viewing means for receiving a request from a user viewing said sub-note to display said selected portion linked to said sub-note; and means, responsive to said request viewing means, for automatically invoking said application, if said application is not already invoked, and for causing said application to load said data object and present said selected portion.
Claim 2
Independent Claim
139 words
A system for organizing data, comprising: annotation mode means for enabling a user to place an application in an annotation mode; data object portion selecting means for enabling a user to select a portion of a data object associated with said application; sub-note creating means, responsive to said annotation mode means and said data object portion selecting means, for automatically creating a sub-note in a note; means, responsive to said sub-note creating means, for automatically linking said sub-note to said selected portion; request viewing means for receiving a request from a user viewing said sub-note to display said selected portion linked to said sub-note; and means, responsive to said request viewing means, for automatically invoking said application, if said application is not already invoked, and for causing said application to load said data object and present said selected portion.
Claim 3
Dependent Claim
49 words
The system of claim 1, further comprising: means for receiving a request from a user viewing said selected portion to display said sub-note linked to said selected portion; and means for loading said note, if said note is not already loaded, and for displaying said sub-note in said note.
Claim 4
Dependent Claim
30 words
The system of claim 1, further comprising: means for enabling a user to enter into said sub-note a description of the rationale for linking said sub-note to said selected portion.
Claim 5
Dependent Claim
42 words
The system of claim 1, further comprising: means for enabling a user to select a second portion of said data object; means for creating a second sub-note in said note; and means for linking said second sub-note to said selected second portion.
Claim 6
Dependent Claim
19 words
The system of claim 4, wherein said first portion and said second portion partially overlap in said data object.
Claim 7
Dependent Claim
48 words
The system of claim 1, further comprising: means for enabling a user to select a second portion of a second data object associated with a second application; means for creating a second sub-note in said note; and means for linking said second sub-note to said selected second portion.
Claim 8
Dependent Claim
62 words
The system of claim 6, further comprising: means for receiving a request from a user viewing said note to display said selected second portion linked to said second sub-note; and means for invoking said second application, if said second application is not already invoked, and for causing said second application to load said second data object and present said selected second portion.
Claim 9
Dependent Claim
11 words
The system of claim 1, wherein said selected portion comprises text.
Claim 10
Dependent Claim
17 words
The system of claim 1, wherein said selected portion comprises one or more cells of a spreadsheet.
Claim 11
Dependent Claim
22 words
The system of claim 1, wherein said selected portion comprises one or more fields of one or more records of a database.
Claim 12
Dependent Claim
13 words
The system of claim 10, wherein said database relates to a financial application.
Claim 13
Dependent Claim
12 words
The system of claim 1, wherein said selected portion comprises audio data.
Claim 14
Dependent Claim
12 words
The system of claim 1, wherein said selected portion comprises video data.
Claim 15
Dependent Claim
23 words
The system of claim 1, further comprising: means for maintaining a note grouping comprising said note and additional notes related to said note.
Claim 16
Dependent Claim
32 words
The system of claim 14, further comprising: means for enabling a user to create a new note; and means for enabling a user to add said new note to said note grouping.
Claim 17
Dependent Claim
73 words
The system of claim 1, further comprising: means for displaying a note view, comprising: means for displaying a note window having displayed therein a second note and one or more sub-notes of said second note; and means for displaying an application window generated by a second application and having displayed therein a portion of a data object associated with said second application and linked to one of said sub-notes of said second note.
Claim 18
Dependent Claim
80 words
The system of claim 1, further comprising: means for displaying a note view, comprising: means for displaying a note window having displayed therein a second note and a plurality of sub-notes of said second note; means for displaying a plurality of application windows each having displayed therein a portion of a data object linked to one of said sub-notes of said second note; and means for graphically depicting links between said sub-notes of said second note and said application windows.
Claim 19
Dependent Claim
65 words
The system of claim 1, further comprising: means for displaying an object view, comprising: means for displaying one or more portions of a second data object; means for displaying sub-notes linked to said portions of said second data object; and means for graphically depicting links between said portions of said second data object and said sub-notes linked to said portions of said second data object.
Claim 20
Dependent Claim
119 words
The system of claim 1, further comprising: means for displaying a link view, comprising: means for displaying a representation of a note grouping; means for displaying representations of notes in said note grouping, and for displaying links between said note grouping and said notes in said note grouping; means for displaying representations of sub-notes in each of said notes in said note grouping, and for displaying links between said each of said notes and said sub-notes in said each of said notes; and means for displaying representations of data objects having portions linked to said sub-notes in said each of said notes, and for displaying links between said data objects and said sub-notes in said each of said notes.
Claim 21
Dependent Claim
46 words
The system of claim 1, further comprising: a plurality of note groupings, each having a plurality of notes, each having a plurality of sub-notes; and means for enabling a user to modify which sub-notes are in each note, and which notes are in each note grouping.
Claim 22
Dependent Claim
30 words
The system of claim 1, further comprising: a hierarchy of note groupings, notes, and sub-notes; and means for enabling a user to replicate at least a portion of said hierarchy.
Claim 23
Dependent Claim
73 words
The system of claim 1, further comprising: a plurality of note groupings; a plurality of notes; a plurality of sub-notes; a plurality of first links linking each of said notes to one or more of said note groupings; a plurality of second links linking each of said sub-notes to one or more of said notes; and a plurality of third links linking each of said sub-notes to at least one data object portion.
Claim 24
Dependent Claim
28 words
The system of claim 22, further comprising: means for enabling a user to secure any of said note groupings, notes, sub-notes, first links, second links, or third links.
Claim 25
Dependent Claim
22 words
The system of claim 1, wherein said sub-note creating means comprises: means for creating said note if it does not already exist.
Claim 26
Dependent Claim
30 words
The system of claim 1, wherein said annotation mode means comprises means for enabling a user to select a data object highlighter to place said application in said annotation mode.
Claim 27
Dependent Claim
14 words
The system of claim 25, wherein said data object highlighter is a pen button.
Claim 28
Dependent Claim
36 words
The system of claim 25, wherein said data object highlighter enables a user to highlight said selected portion in the course of selecting said selected portion using any combination of character/display attributes, display icons, and buttons.
Claim 29
Dependent Claim
14 words
The system of claim 27, wherein said character/display attributes comprise fonts, patterns, and colors.
Claim 30
Independent Claim
118 words
A method of linking notes to data objects, comprising the steps of: (1a) enabling a user to place an application in an annotation mode; (1b) enabling a user to select a portion of a data object associated with said application; (2) automatically creating, responsive to steps (1a) and (1b), a sub-note in a note; (3) automatically linking, responsive to step (2), said sub-note to said selected portion; (4) receiving a request from a user viewing said sub-note to display said selected portion linked to said sub-note; and (5) automatically invoking, responsive to step (4), said application, if said application is not already invoked, and for causing said application to load said data object and present said selected portion.
Claim 31
Independent Claim
118 words
A method of linking notes to data objects, comprising the steps of: (1a) enabling a user to place an application in an annotation mode; (1b) enabling a user to select a portion of a data object associated with said application; (2) automatically creating, responsive to steps (1a) and (1b), a sub-note in a note; (3) automatically linking, responsive to step (2), said sub-note to said selected portion; (4) receiving a request from a user viewing said sub-note to display said selected portion linked to said sub-note; and (5) automatically invoking, responsive to step (4), said application, if said application is not already invoked, and for causing said application to load said data object and present said selected portion.
Claim 32
Dependent Claim
50 words
The method of claim 29, further comprising the steps of: (6) receiving a request from a user viewing said selected portion to display said sub-note linked to said selected portion; and (7) loading said note, if said note is not already loaded, and for displaying said sub-note in said note.
Claim 33
Dependent Claim
32 words
The method of claim 29, further comprising the step of: (6) enabling a user to enter into said sub-note a description of the rationale for linking said sub-note to said selected portion.
Claim 34
Dependent Claim
42 words
The method of claim 29, further comprising the steps of: (6) enabling a user to select a second portion of said data object; (7) creating a second sub-note in said note; and (8) linking said second sub-note to said selected second portion.
Claim 35
Dependent Claim
19 words
The method of claim 32, wherein said first portion and said second portion partially overlap in said data object.
Claim 36
Dependent Claim
48 words
The method of claim 29, further comprising the steps of: (6) enabling a user to select a second portion of a second data object associated with a second application; (7) creating a second sub-note in said note; and (8) linking said second sub-note to said selected second portion.
Claim 37
Dependent Claim
63 words
The method of claim 34, further comprising the steps of: (9) receiving a request from a user viewing said note to display said selected second portion linked to said second sub-note; and (10) invoking said second application, if said second application is not already invoked, and for causing said second application to load said second data object and present said selected second portion.
Claim 38
Dependent Claim
21 words
The method of claim 29, wherein step (2) comprises the step of: creating said note if it does not already exist.
Claim 39
Dependent Claim
29 words
The method of claim 29, wherein step (1a) comprises the step of enabling a user to select a data object highlighter to place said application in said annotation mode.
Claim 40
Dependent Claim
14 words
The method of claim 37, wherein said data object highlighter is a pen button.
Claim 41
Dependent Claim
36 words
The method of claim 37, wherein said data object highlighter enables a user to highlight said selected portion in the course of selecting said selected portion using any combination of character/display attributes, display icons, and buttons.
Claim 42
Dependent Claim
14 words
The method of claim 39, wherein said character/display attributes comprise fonts, patterns, and colors.
Claim 43
Dependent Claim
192 words
A computer program product comprising a computer useable medium having computer program logic recorded thereon for enabling a processor in a computer system to organize data, said computer program logic comprising: annotation mode means for enabling said processor to enable a user to place an application in an annotation mode; data object portion selecting means for enabling said processor to enable a user to select a portion of a data object associated with said application; sub-note creating means, responsive to said annotation mode means and said data object portion selecting means, for enabling said processor to automatically create a sub-note in a note; means, responsive to said sub-note creating means, for enabling said processor to automatically link said sub-note to said selected portion; request viewing means for enabling said processor to receive a request from a user viewing said sub-note to display said selected portion linked to said sub-note; and means, responsive to said request viewing means, for enabling said processor to automatically invoke said application, if said application is not already invoked, and for enabling said processor to cause said application to load said data object and present said selected portion.
Claim 44
Dependent Claim
192 words
A computer program product comprising a computer useable medium having computer program logic recorded thereon for enabling a processor in a computer system to organize data, said computer program logic comprising: annotation mode means for enabling said processor to enable a user to place an application in an annotation mode; data object portion selecting means for enabling said processor to enable a user to select a portion of a data object associated with said application; sub-note creating means, responsive to said annotation mode means and said data object portion selecting means, for enabling said processor to automatically create a sub-note in a note; means, responsive to said sub-note creating means, for enabling said processor to automatically link said sub-note to said selected portion; request viewing means for enabling said processor to receive a request from a user viewing said sub-note to display said selected portion linked to said sub-note; and means, responsive to said request viewing means, for enabling said processor to automatically invoke said application, if said application is not already invoked, and for enabling said processor to cause said application to load said data object and present said selected portion.
Claim 45
Dependent Claim
68 words
The computer program product of claim 41, wherein said computer program logic further comprises: means for enabling said processor to receive a request from a user viewing said selected portion to display said sub-note linked to said selected portion; and means for enabling said processor to load said note, if said note is not already loaded, and for enabling said processor to display said sub-note in said note.
Claim 46
Dependent Claim
41 words
The computer program product of claim 41, wherein said computer program logic further comprises: means for enabling said processor to enable a user to enter into said sub-note a description of the rationale for linking said sub-note to said selected portion.
Claim 47
Dependent Claim
61 words
The computer program product of claim 41, wherein said computer program logic further comprises: means for enabling said processor to enable a user to select a second portion of said data object; means for enabling said processor to create a second sub-note in said note; and means for enabling said processor to link said second sub-note to said selected second portion.
Claim 48
Dependent Claim
21 words
The computer program product of claim 44, wherein said first portion and said second portion partially overlap in said data object.
Claim 49
Dependent Claim
67 words
The computer program product of claim 37, wherein said computer program logic further comprises: means for enabling said processor to enable a user to select a second portion of a second data object associated with a second application; means for enabling said processor to create a second sub-note in said note; and means for enabling said processor to link said second sub-note to said selected second portion.
Claim 50
Dependent Claim
81 words
The computer program product of claim 46, wherein said computer program logic further comprises: means for enabling said processor to receive a request from a user viewing said note to display said selected second portion linked to said second sub-note; and means for enabling said processor to invoke said second application, if said second application is not already invoked, and for enabling said processor to cause said second application to load said second data object and present said selected second portion.
Claim 51
Dependent Claim
13 words
The computer program product of claim 41, wherein said selected portion comprises text.
Claim 52
Dependent Claim
19 words
The computer program product of claim 41, wherein said selected portion comprises one or more cells of a spreadsheet.
Claim 53
Dependent Claim
24 words
The computer program product of claim 41, wherein said selected portion comprises one or more fields of one or more records of a database.
Claim 54
Dependent Claim
15 words
The computer program product of claim 50, wherein said database relates to a financial application.
Claim 55
Dependent Claim
14 words
The computer program product of claim 41, wherein said selected portion comprises audio data.
Claim 56
Dependent Claim
14 words
The computer program product of claim 41, wherein said selected portion comprises video data.
Claim 57
Dependent Claim
34 words
The computer program product of claim 41, wherein said computer program logic further comprises: means for enabling said processor to maintain a note grouping comprising said note and additional notes related to said note.
Claim 58
Dependent Claim
47 words
The computer program product of claim 54, wherein said computer program logic further comprises: means for enabling said processor to enable a user to create a new note; and means for enabling said processor to enable a user to add said new note to said note grouping.
Claim 59
Dependent Claim
92 words
The computer program product of claim 41, wherein said computer program logic further comprises: means for enabling said processor to display a note view, comprising: means for enabling said processor to display a note window having displayed therein a second note and one or more sub-notes of said second note; and means for enabling said processor to display an application window generated by a second application and having displayed therein a portion of a data object associated with said second application and linked to one of said sub-notes of said second note.
Claim 60
Dependent Claim
103 words
The computer program product of claim 41, wherein said computer program logic further comprises: means for enabling said processor to display a note view, comprising: means for enabling said processor to display a note window having displayed therein a second note and a plurality of sub-notes of said second note; means for enabling said processor to display a plurality of application windows each having displayed therein a portion of a data object linked to one of said sub-notes of said second note; and means for enabling said processor to graphically depict links between said sub-notes of said second note and said application windows.
Claim 61
Dependent Claim
88 words
The computer program product of claim 41, wherein said computer program logic further comprises: means for enabling said processor to display an object view, comprising: means for enabling said processor to display one or more portions of a second data object; means for enabling said processor to display sub-notes linked to said portions of said second data object; and means for enabling said processor to graphically depict links between said portions of said second data object and said sub-notes linked to said portions of said second data object.
Claim 62
Dependent Claim
158 words
The computer program product of claim 41, wherein said computer program logic further comprises: means for enabling said processor to display a link view, comprising: means for enabling said processor to display a representation of a note grouping; means for enabling said processor to display representations of notes in said note grouping, and for enabling said processor to display links between said note grouping and said notes in said note grouping; means for enabling said processor to display representations of sub-notes in each of said notes in said note grouping, and for enabling said processor to display links between said each of said notes and said sub-notes in said each of said notes; and means for enabling said processor to display representations of data objects having portions linked to said sub-notes in said each of said notes, and for enabling said processor to display links between said data objects and said sub-notes in said each of said notes.
Claim 63
Dependent Claim
64 words
The computer program product of claim 41, wherein said computer program logic further comprises: means for enabling said processor to maintain a plurality of note groupings, each having a plurality of notes, each having a plurality of sub-notes; and means for enabling said processor to enable a user to modify which sub-notes are in each note, and which notes are in each note grouping.
Claim 64
Dependent Claim
48 words
The computer program product of claim 41, wherein said computer program logic further comprises: means for enabling said processor to maintain a hierarchy of note groupings, notes, and sub-notes; and means for enabling said processor to enable a user to replicate at least a portion of said hierarchy.
Claim 65
Dependent Claim
122 words
The computer program product of claim 41, wherein said computer program logic further comprises: means for enabling said processor to maintain a plurality of note groupings; means for enabling said processor to maintain a plurality of notes; means for enabling said processor to maintain a plurality of sub-notes; means for enabling said processor to maintain a plurality of first links linking each of said notes to one or more of said note groupings; means for enabling said processor to maintain a plurality of second links linking each of said sub-notes to one or more of said notes; and means for enabling said processor to maintain a plurality of third links linking each of said sub-notes to at least one data object portion.
Claim 66
Dependent Claim
39 words
The computer program product of claim 62, wherein said computer program logic further comprises: means for enabling a processor to enable a user to secure any of said note groupings, notes, sub-notes, first links, second links, or third links.
Claim 67
Dependent Claim
28 words
The computer program product of claim 41, wherein said sub-note creating means comprises: means for enabling said processor to create said note if it does not already exist.
Claim 68
Dependent Claim
36 words
The computer program product of claim 41, wherein said annotation mode means comprises means for enabling said processor to enable a user to select a data object highlighter to place said application in said annotation mode.
Claim 69
Dependent Claim
16 words
The computer program product of claim 65, wherein said data object highlighter is a pen button.
Claim 70
Dependent Claim
38 words
The computer program product of claim 65, wherein said data object highlighter enables a user to highlight said selected portion in the course of selecting said selected portion using any combination of character/display attributes, display icons, and buttons.
Claim 71
Dependent Claim
16 words
The computer program product of claim 67, wherein said character/display attributes comprise fonts, patterns, and colors.
Claim 72
Independent Claim
65 words
A method of organizing data, comprising the steps of: (1) enabling a user to place an application in an annotation mode; (2) enabling a user to select a portion of a data object associated with said application; (3) automatically creating, responsive to steps (1) and (2), a sub-note in a note; and (4) automatically linking, responsive to step (3), said sub-note to said selected portion.
Claim 73
Independent Claim
65 words
A method of organizing data, comprising the steps of: (1) enabling a user to place an application in an annotation mode; (2) enabling a user to select a portion of a data object associated with said application; (3) automatically creating, responsive to steps (1) and (2), a sub-note in a note; and (4) automatically linking, responsive to step (3), said sub-note to said selected portion.
Claim 74
Dependent Claim
29 words
The method of claim 69, wherein step (1) comprises the step of enabling a user to select a data object highlighter to place said application in said annotation mode.
Claim 75
Dependent Claim
14 words
The method of claim 70, wherein said data object highlighter is a pen button.
Claim 76
Dependent Claim
36 words
The method of claim 70, wherein said data object highlighter enables a user to highlight said selected portion in the course of selecting said selected portion using any combination of character/display attributes, display icons, and buttons.
Claim 77
Dependent Claim
14 words
The method of claim 72, wherein said character/display attributes comprise fonts, patterns, and colors.
Claim 78
Dependent Claim
61 words
The method of claim 69, further comprising the steps of: (5) receiving a request from a user viewing said sub-note to display said selected portion linked to said sub-note; and (6) automatically invoking, responsive to step (5), said application, if said application is not already invoked, and for causing said application to load said data object and present said selected portion.
Claim 79
Dependent Claim
38 words
The method of claim 69, further comprising the steps of: (5) receiving a request from a user viewing said selected portion to display said sub-note; and (6) automatically displaying, responsive to step (5), said sub-note in said note.
Claim 80
Dependent Claim
124 words
A computer program product comprising a computer useable medium having computer program logic recorded thereon for enabling a processor in a computer system to organize data, said computer program logic comprising: annotation mode means for enabling said processor to enable a user to place an application in an annotation mode; data object portion selecting means for enabling said processor to enable a user to select a portion of a data object associated with said application; sub-note creating means for enabling said processor to automatically create, responsive to said annotation mode means and said data object portion selecting means, a sub-note in a note; and means for enabling said processor to automatically link, responsive to said sub-note creating means, said sub-note to said selected portion.
Claim 81
Dependent Claim
124 words
A computer program product comprising a computer useable medium having computer program logic recorded thereon for enabling a processor in a computer system to organize data, said computer program logic comprising: annotation mode means for enabling said processor to enable a user to place an application in an annotation mode; data object portion selecting means for enabling said processor to enable a user to select a portion of a data object associated with said application; sub-note creating means for enabling said processor to automatically create, responsive to said annotation mode means and said data object portion selecting means, a sub-note in a note; and means for enabling said processor to automatically link, responsive to said sub-note creating means, said sub-note to said selected portion.
Claim 82
Dependent Claim
36 words
The computer program product of claim 76, wherein said annotation mode means comprises means for enabling said processor to enable a user to select a data object highlighter to place said application in said annotation mode.
Claim 83
Dependent Claim
16 words
The computer program product of claim 77, wherein said data object highlighter is a pen button.
Claim 84
Dependent Claim
38 words
The computer program product of claim 77, wherein said data object highlighter enables a user to highlight said selected portion in the course of selecting said selected portion using any combination of character/display attributes, display icons, and buttons.
Claim 85
Dependent Claim
16 words
The computer program product of claim 79, wherein said character/display attributes comprise fonts, patterns, and colors.
Claim 86
Dependent Claim
74 words
The computer program product of claim 76, further comprising: request viewing means for enabling said processor to receive a request from a user viewing said sub-note to display said selected portion linked to said sub-note; and means for enabling said processor, responsive to said request viewing means, to automatically invoke said application, if said application is not already invoked, and for causing said application to load said data object and present said selected portion.
Claim 87
Dependent Claim
51 words
The computer program product of claim 76, further comprising: request viewing means for enabling said processor to receive a request from a user viewing said selected portion to display said sub-note; and means for enabling said processor, responsive to said request viewing means, to automatically display said sub-note in said note.
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USPTO Annuity & Maintenance Windows
| Annuity Stage | Window Opens | Payment Deadline | Surcharge Period Until | Estimated Fee | Status |
|---|---|---|---|---|---|
| 3.5 Years (Year 4) | 2001-09-07 | 2002-03-09 | 2002-09-08 | $2000.00 | Window Closed / Lapsed |
| 7.5 Years (Year 8) | 2005-09-07 | 2006-03-09 | 2006-09-08 | $3760.00 | Window Closed / Lapsed |
| 11.5 Years (Year 12) | 2009-09-07 | 2010-03-09 | 2010-09-08 | $7700.00 | Window Closed / Lapsed |