I:
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`' EXPRESS MAIL CERTIFICATE NO. EL606933364US
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`Attorney Docket No. 3125-4002USI
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`UNITED STATES PATENT APPLICATION
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`For:
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`INFORMATION MANAGEMENT AND SYNCHRONOUS COMMUNICATIONS
`SYSTEM WITH MENU GENERATION
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`Inventors:
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`Keith R. McNALLY
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`WILLIAM H. ROOF
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`RICHARD BERGFELD
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`658960 v1
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`UNITED STATES PATENT APPLICATION
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`OF: KEITH R. McNALLY
`WILLIAM H. ROOF
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`RICHARD BERGFELD
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`FOR: INFORMATION MANAGEMENT AND SYNCHRONOUS
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`COMMUNICATIONS SYSTEM WITH MENU
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`GENERATION
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`The present application is a continuation of application Serial No. 09/400,413,
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`filed September 21, 1999. The contents of application Serial No. 09/400,413 are incorporated
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`herein by reference.
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`This
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`FIELD OF THE INVENTION
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`invention relates
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`to an information management
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`and synchronous
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` other applications with specialized display and synchronous communications requirements
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`communications system and method for generation of computerized menus for restaurants and
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`related to, for example,
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`the use of equipment or software with non-PC-standard graphical
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`formats, display sizes and/0r applications for use in remote data entry, information management
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`and synchronous communication between host computer, digital input device or remote pager
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`Via standard hardwired connection, the internet, a wireless link, smart phone or the like.
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`BACKGROUND OF THE INVENTION
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`While computers have dramatically altered many aspects of modern life, pen and
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`paper have prevailed in the hospitality industry, e.g., for restaurant ordering, reservations and
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`wait-list management, because of their simplicity, ease of training and operational speed. For
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`example, ordering prepared foods has historically been done verbally, either directly to a waiter
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`or over the telephone, whereupon the placed order is recorded on paper by the recipient or
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`instantly filled.
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`Although not previously adapted for wide-scale use in the hospitality industry,
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`various forms of digital wireless communication devices are in common use, e.g., digital
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`wireless messengers and pagers. Also in common use are portable laptop and handheld devices.
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`However, user-friendly information management and communication capability not requiring
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`extensive computer expertise has not heretofore been available for use in everyday life such as
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`for restaurant ordering, reservations and wait—list management. Hundreds of millions of dollars
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`have been spent on personal digital assistant (“PDA”) development seeking to produce a small,
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`light-weight and inexpensive device that could be adapted to such uses; yet none have yielded a
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`satisfactory solution.
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`One of the inherent shortcomings of PDA type devices is that, as they strive for
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`small size, low weight and low cost, they must compromise the size and clarity of the operator
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`display medium interface itself, which in most cases is one of a variety of LCD (liquid crystal
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`display) type devices. As the size of the display shrinks, the amount of information that may be
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`displayed at any one point or time is commensurately decreased, typically requiring multiple
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`screens and displays to display information to the operator. This reduces the overall utility of the
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`device. Additionally,
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`the smaller display and keyboard results in a non-optimal operator
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`interface, which slows down operation and is thus unacceptable for the time criticality of
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`ordering, reservation and wait-list management and other similar applications. This necessitates
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`many design compromises which in the aggregate have resulted in limited acceptance of PDA
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`type devices in the restaurant and hospitality fields.
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`Many of the negatives prevalent in earlier devices have been eliminated, but, to
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`date, there is still no integrated solution to the ordering/waitlist/reservation problem discussed
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`above. With the advent of the Palm® and other handheld wireless devices, however, the efforts
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`to make such devices ubiquitous have begun to bear fruit at least in some areas, e.g., personal
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`calendars. However, substantial use of such devices in the restaurant and hospitality context has
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`not occurred to date. As discussed above, at least one of the reasons PDAs have not been
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`quickly assimilated into the restaurant and hospitality industries is that their small display sizes
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`are not readily amenable to display of menus as they are commonly printed on paper or displayed
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`on, e.g.,
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`large, color desktop computer screens. Another reason is that software for fully
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`realizing the potential
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`for wireless handheld computing devices has not previously been
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`available. Such features would include fast and automatic synchronization between a central
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`database and multiple handheld devices, synchronization and communication between a World
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`Wide Web (“Web”) server and multiple handheld devices, a well—defined application program
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`interface (“API”) that enables third parties such as point of sale (“POS”) companies, affinity
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`program companies and internet content providers to fully integrate with computerized
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`hospitality applications, real-time communication over the internet with direct connections or
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`regular modem dialup connections and support for batch processing that can be done periodically
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`throughout the day to keep multiple sites in synch with the central database. A single point of
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`entry for all hospitality applications to communicate with one another Wirelessly has also
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`previously been unavailable. Such a single point of entry would work to keep all wireless
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`handheld devices and linked Web sites in synch with the backoffice server (central database) so
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`that the different components are in equilibrium at any given time and an overall consistency is
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`achieved. For example, a reservation made online would be automatically communicated to the
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`backoffice server and then synchronized with all the wireless handheld devices wirelessly.
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`Similarly, changes made on any of the wireless handheld devices would be reflected
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`instantaneously on the backofflce server, Web pages and the other handheld devices.
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`For
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`the foregoing reasons, paper—based ordering, waitlist and reservations
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`management have persisted in the face of widespread computerization in practically all areas of
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`commerce. At most, computerization of these functions has been largely limited to fixed
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`computer solutions, i.e., desktop or mainframe, because of the problems heretofore faced in
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`configuring wireless handheld devices and maintaining database synchronization for such
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`applications. Specifically, the unavailability of any simple technique for creating restaurant
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`menus and the like for use in a limited display area wireless handheld device or that
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`is
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`compatible with ordering over
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`the
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`internet has prevented widespread adoption of
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`computerization in the hospitality industry. Without a viable solution for this problem,
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`organizations have not made the efforts or investments to establish automated interfaces to
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`handheld and Web site menus and ordering options.
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`A principal object of the present invention is to provide an improved information
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`management and synchronous communications system and method which facilitates user-
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`friendly and efficient generation of computerized menus for restaurants and other applications
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`that utilize equipment with non-PC—standard graphical formats, display sizes and/or applications.
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`A further object of the present invention is to provide an improved information
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`management and communication of information from the operator as well as to and from another
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`computer, Web page menu, remote digital device using a standard hardwired connection, the
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`internet or a wireless link.
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`A further object of the present invention is to provide an improved information
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`system which is
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`small, affordable and
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`lightweight yet incorporates a user-friendly operator interface and displays menus in a readily
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`comprehensible format.
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`A further object of the present invention is to provide a synchronous information
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`intemet menu systems when a new menu item is added, modified or deleted from any element of
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`the system.
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`SUMMARY OF THE INVENTION
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`The foregoing and other objects of the present invention are provided by a
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`synchronous information management and communications system and method optimized for
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`simplicity of operation which incorporates menu generation for creation of menus to be used
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`with wireless remote handheld computer and PDA devices, the internet or any application where
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`simple and efficient generation of menus is appropriate. The menu generation approach of the
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`present invention includes a desktop software application that enables the rapid creation and
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`building of a menu and provides a means to instantly download the menu configuration onto,
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`e.g., a handheld device or Web page and to seamlessly interface with standard point of sale
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`(“P08”) systems to enable automatic database updates and communication exchanges when a
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`change or input occurs in any of the other system elements. To solve the above and other related
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`problems, an information management and communications system is provided which results in
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`a dramatic reduction in the amount of time, and hence cost,
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`to generate and maintain
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`computerized menus for, e.g., restaurants and other related applications that utilize non-PC-
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`standard graphical formats, display sizes or applications.
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`The menu generation approach of the present invention has many advantages over
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`previous approaches in solving the problem of converting paper-based menus or Windows® PC—
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`based menu screens to small FDA-sized displays and Web pages.
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`In one embodiment, the
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`present invention is a software tool for building a menu, optimizing the process of how the menu
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`can be downloaded to either a handheld device or Web page, and making manual or automatic
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`6 modifications to the menu after initial creation.
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`The use of wireless handheld devices in the restaurant and hospitality industry is
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`becoming increasingly pervasive as restaurant owners and managers become more aware of the
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`benefits. With the proper wireless handheld system in place, restaurants can experience
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`increased table turns from improved server productivity and shorter order taking and check
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`paying times. Restaurants and POS companies seeking to provide a wireless handheld interface
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`to their desktop-based POS systems or a Web page equivalent face several challenges. These
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`challenges include building a menu using their existing database and transferring the menu onto
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`handheld devices or Web pages
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`that will
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`interface with servers wirelessly or
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`to
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`restaurants/customers over the internet. The menu generation approach of the present invention
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`is the first coherent solution available to accomplish these objectives easily and allows one
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`development effort to produce both the handheld and Web page formats, link them with the
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`existing POS systems, and thus provides a way to turn a complicated, time-consuming task into a
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`simple process.
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`The information management and synchronous communications system of the
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`present invention features include fast synchronization between a central database and multiple
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`handheld devices, synchronization and communication between a Web server and multiple
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`handheld devices, a well-defined API that enables third parties such as POS companies, affinity
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`program companies and intemet content providers to fully integrate with computerized
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`hospitality applications, real-time communication over the internet with direct connections or
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`regular modem dialup connections and support for batch processing that can be done periodically
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`throughout the day to keep multiple sites in synch with the central database.
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`The communication module also provides a single point of entry for all hospitality
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`applications, e.g., reservations, frequent customer ticketing, wait lists, etc. to communicate with
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`one another wirelessly and over the Web. This communication module is a layer that sits on top
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`of any communication protocol and acts as an interface between hospitality applications and the
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`communication protocol and can be easily updated to work with a new communication protocol
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`without modifying the core hospitality applications. A single point of entry works to keep all
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`wireless handheld devices and linked web sites in synch with the backoffice server applications
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`so/that the different components are in equilibrium at any given time and an overall consistency
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`is achieved. For example, a reservation made online can be automatically communicated to the
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`backoffice server and then synchronized with all
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`the wireless handheld devices wirelessly.
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`Similarly, changes made on any of the wireless handheld devices are reflected instantaneously on
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`the backoffice server Web pages and the other handheld devices.
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`BRIEF DESCRIPTION OF THE DRAWINGS
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`The foregoing features and advantages of the present invention can be appreciated
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`19 more fully from the following description, with references to the accompanying drawings in
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`which:
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`FIG. 1 is a schematic representation of a window displayed on a computer display
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`screen which shows a hierarchical tree menu, modifier window and sub—modifier window in
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`conformity with a preferred embodiment of the present invention.
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`FIG. 2 is a schematic representation of a modifier dialog box in conformity With a
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`preferred embodiment of the present invention.
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`FIG. 3 is a schematic representation of a menu category dialog box in conformity
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`with a preferred embodiment of the present invention.
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`FIG. 4 is a schematic representation of a menu item dialog box in conformity with
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`a preferred embodiment of the present invention.
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`FIG. 5 is a schematic representation of a display customization dialog box in
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`conformity with a preferred embodiment of the present invention.
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`FIG. 6 is a schematic representation of a communications control window in
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`conformity with a preferred embodiment of the present invention.
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`FIG. 7 is a schematic representation of a point of sale interface on a wireless
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`handheld device for use in displaying page menus created in conformity with a preferred
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` embodiment of the present invention.
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`DETAILED DESCRIPTION OF THE INVENTION
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`Most personal computers today run under an operating system that provides a
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`graphical user interface (“GUI”) for accessing user applications. A GUI is used in the preferred
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`embodiment of the present invention. Through an interface of windows, pull-down menus, and
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`toolbars, GUI operating systems have simplified PCs and have rendered computer technology
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`more user friendly by eliminating the need to memorize keyboard entry sequences.
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`In addition,
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`GUIs allow users to manipulate their data as they would physical entities. For example, a
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`window can represent a file and the contents of the window can represent the records of the file.
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`The window can be opened, closed, or set aside on a desktop as if it were an actual object. The
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`records of the file can be created, deleted, modified and arranged in a drag-and-drop fashion as if
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`they also were physical objects. The most common GUI operating systems that provide this
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`“object—oriented” environment
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`for personal computers are Microsoft Windows
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`systems,
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`including Windows CE® for handheld wireless devices and the like. Generally, a particular
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`application program presents information to a user through a window of a GUI by drawing
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`images, graphics or text within the window region. The user, in turn, communicates with the
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`application by “pointing” at graphical objects in the window with a pointer that is controlled by a
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`hand-operated pointing device, such as a mouse, or by pressing keys on a keyboard.
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`The use of menus is conventional in GUIs for software applications. Menus are
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`typically utilized to provide end users of applications with available choices or processing
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`options while using the applications. For example, in a typical desktop or interactive application,
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`selection of a “file” from a menu bar may cause display of a context menu which provides “file”
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`options. File options can have additional subordinate or child options associated with them. If a
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`file option having subordinate options is selected, the child options are displayed in context in a
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`child menu or submenu proximate to the selected parent option. One or more of the child
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`options provided in the child menu may have further subordinate options. Thus, such a menu
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`system comprises cascading sets of menus which are displayable in context to show the
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`parent/child relationships between options of the context menu. A menu system of this type is
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`incorporated into the preferred embodiment of the invention.
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`The preferred embodiment of the present
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`invention uses typical hardware
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`elements in the form of a computer workstation, operating system and application software
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`elements which configure the hardware elements for operation in accordance with the present
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`invention. A typical workstation platform includes hardware such as a central processing unit
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`(“CPU”), e.g., a Pentium® microprocessor, RAM, ROM, hard drive storage in which are stored
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`various system and application programs and data used within the workstation, modem, display
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`screen, keyboard, mouse and optional removable storage devices such as floppy drive or a CD
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`ROM drive. The workstation hardware is configured by software including an operating system,
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`e.g., Windows® 95, 98, NT or CE, networking software (including internet browsing software)
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`and application software components. The preferred embodiment also encompasses a typical file
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`server platform including hardware such as a CPU, e.g., Pentium® microprocessor, RAM, ROM,
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`hard drive, modem, and optional removable storage devices, e.g., floppy or CD ROM drive. The
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`server hardware is configured by software including an operating system, e.g., Windows® 95, 98,
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`NT or CE, networking software (including Web server software) and database software.
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`A computer workstation for use in the preferred embodiment also includes a GUI.
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`As is conventional, the GUI is configured to present a graphical display on the display screen
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`arranged to resemble a single desktop. Execution of an application program involves one or
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`more user interface objects represented by windows and icons. Typically, there may be several
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`windows and icons simultaneously present on the desktop and displaying information that is
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`generated by different applications.
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`The window environment is generally part of the operating system software that
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`includes a collection of utility programs for controlling the operation of the computer system.
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`The computer system,
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`in turn,
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`interacts with application programs to provide higher level
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`functionality, including a direct interface with the user. Specifically, the application programs
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`make use of operating system functions by issuing task commands to the operating system which
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`then performs the requested task. For example, an application program may request that the
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`operating system display certain information on a window for presentation to the user.
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`An aspect of the preferred embodiment of the information management and
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`communications system of the invention is shown in FIG. 1. FIG. 1 shows an example of the
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`GUI provided by the operating system of the preferred embodiment of the present invention.
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`4 With reference to FIG. 1, the preferred embodiment includes an intuitive GUI 1 from which to
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`build a menu on a desktop or other computer. A hierarchical tree structure 2 is used to show the
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`different relationships between the menu categories 3 (e.g., soups, salads, appetizers, entrees,
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`deserts, etc.), menu items 4 (e.g., green salad, chicken caesar salad, etc), menu modifiers 5 (e.g.,
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`dressing, meat temperature, condiments, etc.) and menu sub-modifiers 6 (e.g., Italian, French,
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`ranch, bleu cheese, etc.).
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`The procedure followed in configuring a menu on the desktop PC and then
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`downloading the menu configuration onto the POS interface on the handheld device in
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`conformance with the preferred embodiment is as follows.
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`The menu configuration application is launched by clicking on the appropriate
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`icon on the desktop display screen. FIG. 1 will then be displayed. There are three windows on
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`the screen shown in FIG. 1. The left Window is the menu tree 7, also called the tree View. The
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`top right window is the Modifiers window 8 and the bottom right window is the Sub-Modifiers
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`window 9. The Sub—Modifiers window lists the sub—modifiers that correspond to the modifier
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`that is selected. The Views on the right are referred to as list Views. There are several ways of
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`invoking a command, including using the menu options; using the context menu (right mouse
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`click); using the keyboard or using the toolbar icons. For example, if it is desired to add a
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`category to the menu,
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`the following four options are available: (1) clicking on Edit, Add
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`Category; (2) right mouse clicking on Menu, then clicking on Add Category; (3) highlighting
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`23 Menu, then typing Ctrl + T or (4) clicking on the Add Category icon on the toolbar. To add an
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`item to a category, the following options are available: (1) highlighting the category to which it
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`is desired to add an item and then clicking on Edit > Add Item; (2) right mouse clicking on the
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`desired category and then clicking on Add Item; (3) highlighting the desired category, then
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`typing Ctrl + N or (4) clicking on the Add icon on the toolbar.
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`When building a menu, it should be kept in mind that the menu items are stored
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`using a tree metaphor similar to how files are stored on a PC with folders and subfolders. The
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`menu structure is similar to the Windows® File Explorer in the way the items are organized
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`hierarchically. Below is an example of how an item may be configured:
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`Menu
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`>>
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`Entrees
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`>>
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`Red Meat
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`>>
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`NY Strip
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`Vegetables
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`Tomato
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`>>
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`Lettuce
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`Meat Temperature
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`Medium Rare
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`In the above example, Menu is the root. Entrees is a menu category. Red Meat is an Entree
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`category. NY Strip is a modifier. Vegetable is a modifier. Meat Temperature is a modifier.
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`Medium Rare is a sub-modifier of Meat Temperature.
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`The steps taken in building a menu are as follows:
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`Add Modifiers;
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`Add Sub-Modifiers and link them to the Modifiers;
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`Create Menu categories;
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`Add menu items to the categories;
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`Assign Modifiers to the menu items;
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`Preview the menu on the POS emulator on the desktop PC;
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`Download the menu database to the handheld device.
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`To add modifiers, a user clicks on the inside of the Modifiers window, then (1)
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`clicks on Edit>Add Modifier; (2) Presses Ctrl + N; (3) right mouse clicks in the Modifiers
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`window, then clicks on Add Modifiers or (4) clicks on the Add icon from the toolbar. If a menu
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`is being built from scratch, the procedure is to enter the Long Name, Short Name, Code and
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`Price in the Modifier dialog box 10 shown in FIG. 2. The Long Name is the full descriptive
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`name of the item. The Short Name is the abbreviated name that will be displayed on the
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`handheld device. The Code is the numeric or alphanumeric code for the item.
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`If there is an
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`existing database, the existing database can be browsed and menu items retrieved from the
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`database. Clicking on the Browse button will bring up the existing database of menu items. The
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`item to be added is then selected and “OK” is clicked. The fields will then be filled with the
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`information from the database. Clicking on OK again will add the item as a modifier. To delete
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`a modifier, the modifier is selected and the Delete key pressed on the keyboard. To edit a
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`modifier, either the modifier is double clicked or the Enter key is pressed.
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`Sub-modifiers represent the last level of modifiers that can be assigned to a menu
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`tree. To add sub-modifiers, the modifier to which sub-modifiers are to be assigned is selected.
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`Then, the focus is set on the sub—modifier window by clicking inside the Sub-Modifier window
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`as follows:
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`(1) clicking on Edit>Add Sub-Modifier; (2) pressing Ctrl + N; (3) right mouse
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`clicking in the Sub—Modifiers window, then clicking on Add Sub-Modifiers or (4) clicking on the
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`Add icon from the toolbar. If a menu is being built from scratch, the procedure is to enter the
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`Long Name, Short Name, Code and Price in a Sub-Modifier dialog box similar to the Modifier
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`dialog box shown in FIG. 2. As with modifiers, the Long Name is the full descriptive name of
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`the item. The Short Name is the abbreviated name that will be displayed on the handheld device.
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`The Code is the numeric or alphanumeric code for the item. As before, if there is an existing
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`658960 vl
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`Starbucks Corp. Exhibit 1057
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`Starbucks Corp. Exhibit 1057
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`database, the existing database can be browsed and menu items retrieved from the database.
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`Clicking on the Browse button will bring up the existing database of menu items. The item to be
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`added is then selected and OK clicked. The fields will then be filled with the information from
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`the database. Clicking on OK again will add the item as a sub-modifier. To delete a sub-
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`modifier, the sub-modifier is selected and the Delete key depressed on the keyboard. To edit a
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`sub-modifier, either the sub—modifier is double clicked or the Enter key is pressed.
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`Menu categories are created from the root. Some examples of categories are
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`Appetizers, Soups, Salads, Entrees, Desserts, etc. The first step is to click on Menu in the menu
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`tree window. Categories are added by (1) clicking on the Add Category icon from the toolbar;
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`(2) clicking on Edit > Add Category or (3) pressing Ctrl + T. As shown in FIG. 3, Menu
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`Category dialog box 11 then appears in which to enter the Long and Short names for the menu
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`category.
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`To add menu items to categories,
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`the menu category which is being built is
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`clicked. For example, if items are being added to Appetizers, the Appetizers branch is clicked
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`on. Then the Edit > Add Item is clicked on or Ctrl + N pressed. As before, if a menu is being
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`built from scratch, the procedure is to enter the Long Name, Short Name, Code, Prep Time,
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`Recipe and Price into the Menu Item dialog box 12 shown in FIG. 4. The Long Name is the full
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`descriptive name of the item. The Short Name is the abbreviated name that will be displayed on
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`the handheld device. The Code is the numeric or alphanumeric code for the item. Prep Time is
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`the time it takes to prepare the meal and Recipe would include preparation methods and
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`ingredients that are used in the preparation of the item.
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`If there is an existing database, the
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`existing database can be browsed and menu items retrieved from the database. Clicking on the
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`Browse button will bring up the existing database of menu items. The item to be added is then
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`658960 V1
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`-15-
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`Starbucks Corp. Exhibit 1057
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`Starbucks Corp. Exhibit 1057
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`selected and OK is clicked. The fields will then be filled with the information from the database.
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`Clicking on OK again will add the item to the category.
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`Once the menu items have been entered,
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`it may be desired to assign some
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`4 modifiers to the menu items. For example, it may be desired to assign meat temperature to a
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`steak order. To accomplish this, first the modifier to be assigned is selected, then the menu item
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`on the tree View that is to be assigned the modifier is clicked on and then Edit > Assign Modifier
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`is clicked on. Or, the modifier can simply be dragged and dropped onto the menu item to link
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`them. A dialog box is then displayed asking if this modifier is a required modifier.
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`If it is a
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`required modifier, the display icon Will be red but if it is a non-required modifier the display icon
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`will be green. As many modifiers as are applicable can be assigned. If any changes are made to
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`the modifiers, those changes will be automatically reflected throughout the menu tree.
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`Once the modifiers have been entered, it may be desired to assign sub-modifiers
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`to the modifiers items. For example, it may be desired to add Honey Mustard as a sub-modifier
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` entered or the Add icon from the toolbar is clicked on. Or, the sub-modifier can simply be
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`3.». 14
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`to Dressing. To accomplish this, first the modifier to be assigned a sub-modifier is selected, then
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`the sub-modifier window is clicked on, then Edit > Add Sub Modifier is clicked on, Ctrl+N
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`dragged and dropped onto the modifier to link them.
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`When the menu has been completely configured, it can be previewed on a P08
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`emulator on the desktop to verify that the menu is correctly configured before downloading it to
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`the handheld device. To preview, File > Preview Database is clicked on or the Preview Database
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`icon from the toolbar is clicked on. The handheld POS emulator on the desktop can then be run.
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`If the configuration is deemed acceptable, the handheld device is connected to the desktop PC to
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`ensure that a connection has been established; the POS application on the handheld device is
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`658960 V1
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`-16-
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`Starbucks Corp. Exhibit 1057
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`Starbucks Corp. Exhibit 1057
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`exited and File > Download Database is clicked on or the Download Database icon from the
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`toolbar is clicked on. If there is an existing menu database on the handheld device, the system
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`will ask if the existing database should be replaced. Yes is clicked if existing database
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`replacement is desired.
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`A database function enables the creation of, e.g., a breakfast menu, lunch menu
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`and dinner menu and downloading them to a handheld device. Functions available are (1)
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`creating a new database; (2) opening an existing database; (3) saving a database under a different
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`name. To access these functions, File is clicked on the menu bar.
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`The preferred embodiment encompasses customized layout, Views and fonts. To
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`set the focus on the View it is desired to change, click inside the desired window. The main
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` Modifiers and Sub-Modifiers windows; formatting Columns by specifying the column widths
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`customizing dialog box is accessed by clicking on View > Customize View. A dialog box 13, as
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`shown in FIG. 5, will be displayed including tabs that allow the following options: selection of
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`Columns to display in the list View by choosing and arranging the fields to display in the
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`and justification; selecting Filter allows restricting the list to display only the items that meet
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` certain criteria. For example, display of modifiers with codes between 500 and 550. Selecting
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`Sort allows sorting the modifiers or sub-modifiers according to any of the available fields such as
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`Name, Code or Price. Selecting Style facilitates choice of font type, style, size, etc. To change
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`the font in a particular window, cli