Method and system for online document collaboration

Patent No. US8117644 (titled "Method and system for online document collaboration") on May 5, 2010. The application was issued on Feb 14, 2012.

What is this patent about?

’644 is related to the field of online document collaboration and remote information repositories. It addresses the limitations of traditional web bookmarking and local file storage, which often result in broken links or inaccessible data silos. The background context involves a shift toward centralized, server-based storage where digital items can be managed, shared, and edited by multiple authorized parties in a controlled environment.

The underlying idea behind ’644 is the creation of a multi-user, server-side repository that enforces granular access restrictions to facilitate collaborative editing. Rather than simply sharing a static file, the system maintains a persistent environment where the identity of every participant is verified before they can interact with a document. This allows for a structured workflow where modifications are not just performed, but are subsequently subjected to a formal approval cycle by other known members of a group.

The claims of ’644 focus on a server-mediated method for managing document modifications among a group of identified users. The process requires establishing user accounts, storing a primary document, and applying specific access rights that dictate who can modify the content. Crucially, the independent claim covers the technical sequence of verifying a requester's identity, permitting specific edits based on granted rights, and then capturing and storing the identifying information of users who provide formal approval or disapproval of those specific changes.

In practice, the invention functions as a secure, web-accessible library where a first user can upload a digital item and designate a specific group of collaborators. When a second user attempts to edit the file, the server acts as a reference monitor, checking the user's credentials against the document's security schema. Once edits are made, the system does not merely save the new version; it tracks the consensus of the group by logging which authorized users signed off on the changes, creating a verifiable audit trail of the collaboration process.

This approach differs from prior solutions by moving beyond simple file sharing or basic version control. While earlier systems focused on the act of downloading or bookmarking, this invention integrates a formalized feedback loop directly into the storage architecture. By requiring identity verification for both the modification and the approval stages, the system ensures that document evolution is transparent and that the provenance of every decision is recorded within the server’s database.

How does this patent fit in bigger picture?

Technical Landscape

In the early 2000s when ’644 was filed, personal data management was typically implemented using local client-side storage or physical media, at a time when systems commonly relied on browser-specific bookmarks or manual file downloads rather than centralized, network-accessible repositories. During this era, hardware and software constraints made the seamless synchronization of digital assets across disparate devices non-trivial, as data was often siloed within specific applications or local file systems. Network-based sharing was generally limited to static file transfers or email attachments, lacking integrated mechanisms for granular access control or automated rights management for copyrighted digital content within a persistent online environment.

Prosecution Position

The disclosed invention addresses the technical problem of data volatility and accessibility constraints inherent in local bookmarking and client-side storage. The architectural solution involves a server-side online personal library that integrates a multi-level security schema with a dynamic resource allocation controller, enabling the centralized storage and automated disbursement of digital items to authorized requesters. This system achieves a significant technical effect by enabling fine-grained, role-based permissions at the object level and implementing a network-based locking mechanism for digital rights management. This integration allows for the controlled sharing of licensed content and the automated formatting of data to meet the specific hardware constraints of diverse requesting devices, overcoming the limitations of static, device-dependent information storage.

Claims

The patent contains a total of 11 claims, with claim 1 serving as the sole independent claim. This primary claim focuses on a server-based method for online document collaboration that involves managing user accounts, enforcing access restrictions for known users, verifying identities for modification requests, and recording approvals or disapprovals of changes. The dependent claims serve to further define the system by specifying identity verification criteria, establishing audit trails and notification protocols, detailing the types of modifications and document formats supported, and extending the method to a server computer system configuration.

Key Claim Terms New

Definitions of key terms used in the patent claims.

Term (Source)Support for SpecificationInterpretation
Access restrictions
(Claim 1)
In order to establish this method of protection, the library schema advantageously uses a plurality of levels, at least one of the pluralities of levels to be allocated to each piece of data, at a fine granular level. Depending on the security level of the requester, or security level of a password that the requester provides, or the type or address of a device used by the requester, the requester is authorized to view or access a particular portion of the library. Under this selective authorization scheme, a requester may be given only a subset of the available permissions to perform operations.A set of security rules or permissions assigned to a digital item that define which users can view, modify, or interact with the content based on their identity or security level.
Approval or disapproval
(Claim 1)
In other embodiments, the notified persons may subsequently access and retrieve the document to view or further edit the document, or provide a signature of approval or disapproval and store it in the library. This allows documents to be viewed or approved by others with secure digital signatures.A formal response or digital signature provided by an authorized user regarding modifications made to a document, which is then recorded by the system.
Identification information
(Claim 1)
In one embodiment, the requester's identifying information is presented to the server in the packet or in a second packet. In response, the server may verify the requester's identification information against stored information in a database coupled to the server. The authorization can be separately provided or could be encoded in the type of password provided to the requester.Data provided by a requester, such as a password or unique identifier, used by the server to verify the requester's identity and determine their specific access rights.
Identifying information of the one or more users
(Claim 1)
The server computer may assign an identifier to the user. The server stores in the database the user identifier, the information object and the security level assigned to the information object. This allows the system to track who provided a signature of approval or disapproval and store it in the library.Stored data that tracks and links specific users to their respective actions of approving or disapproving modifications within the collaboration environment.
Online document collaboration
(Claim 1)
A document may be placed online, edited by one or more requesters, viewed or approved by others with secure digital signatures without the need to meet each other face-to-face. The authorization may enable the requester to perform a selection of such tasks as, in the case of a document, insert, delete or modify text, images or an audio clip, underline text, highlight or make margin notes. When a requester edits a document, all other persons in the select group are automatically notified that a change has been made.A process where multiple identified users interact with a shared digital document stored on a central server to perform tasks such as editing, reviewing, and providing formal approval or disapproval.

Litigation Cases New

US Latest litigation cases involving this patent.

Case NumberFiling DateTitle
1:23-cv-00230Jan 13, 2023Web 2.0 Technologies, Llc V. 37Signals Llc., D/B/A Basecamp

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US8117644

Application Number
US12799945A
Filing Date
May 5, 2010
Publication Date
Feb 14, 2012
External Links
Slate, USPTO , Google Patents