USOO7822816B2
`
`US 7,822,816 B2
`(10) Patent No.:
`(12) United States Patent
`
`Payne Oct. 26, 2010 (45) Date of Patent:
`
`
`(54) SYSTEM AND METHOD FOR DATA
`MANAGEMENT
`
`6,405,218 B1
`
`6/2002 Boothby
`.
`(Continued)
`
`(75)
`
`Inventor:
`
`J. David Payne, Broken Arrow, OK (US)
`
`FOREIGN PATENT DOCUMENTS
`
`(73) Assignee: Macrosolve, Inc., Tulsa, OK (US)
`
`W0
`
`WO 01/84433 A
`
`11/2001
`
`( * ) Notice:
`
`Subject to any disclaimer, the term of this
`patent is extended or adjusted under 35
`U.S.C. 154(b) by 613 days.
`
`(21) Appl. No.: 10/6433516
`
`OTHER PUBLICATIONS
`Petsas, et a1., “WAP-Based personalised health care services”; Pro-
`ceedings 0f the 23rd Annual International Conference of the IEEE
`Engineering in Medicine and Biology Society. 2001 Conference
`Proceedings. (EMBS) Instanbul, Turkey, Oct. 25-28, 2001, Annual
`International Conference of the IEEE Engineering in M. V0.1. 1 0f 4,
`
`(22)
`
`Filed:
`
`Aug. 193 2003
`
`Conf. 23, Oct. 25, 2001 pp. 3536-3539.
`
`(65)
`
`Prior Publication Data
`
`US 2004/0034684 A1
`
`Feb. 19, 2004
`.
`.
`Related U.S. Appllcatlon Data
`(60) Provisional application No. 60/404,491, filed on Aug.
`19, 2002.
`
`(51)
`
`Int. Cl.
`(2006.01)
`G06F 15/1 73
`(52) US. Cl.
`........................ 709/206; 709/203; 709/224
`(58) Field of Classification Search ................. 709/203,
`709/223, 224
`See application file for complete search history.
`
`(56)
`
`References Cited
`U.S. PATENT DOCUMENTS
`
`5,666,553 A
`
`9/1997 Crozier
`
`11/1997 130“th
`5584990 A
`5,842,195 A * 11/1998 Peters et a1.
`2:32ng :
`“ii/£333 322$?
`................ 705/3
`6:151:581 A * 11/2000 Kraftsoii et a1.
`6,163,811 A * 12/2000 Porter
`........................ 709/247
`6,212,529 B1
`4/2001 Boothby et a1.
`
`................... 707/1
`
`(Continued)
`Primary ExamineriKhanh Q Dinh
`Assistant ExamineriNghi V Tran
`(74) Attorney, Agent, or FirmiFellers, Snider, Blankenship,
`Bailey & Tippens, P.C.
`
`(57)
`
`ABSTRACT
`
`A method for the management ofdata collected from a remote
`computing device including the steps of: creating a question-
`naire; transmitting the questionnaire to a remote computer;
`executing the questionnaire in the remote computer to prompt
`a user for responses to questions of the questionnaire; trans-
`mitting the responses to a sever via a network; making the
`responses available on the Web. Preferably, computers used in
`connection with the inventive method are loosely networked
`in that network connections between computers are not
`always available and, when a connection is not available, data
`is stored at a node of the network and transmitted at the
`
`earliest time when a connection is available. In one preferred
`embodiment, the inventive method is used to collect survey
`data and to make the responses to the survey available to a
`Chem in Vimally real time over the Internet‘
`
`14 Claims, 6 Drawing Sheets
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`FORM
`MVRIAD 0F
`RECEIPT
`FORMS
`
`
`ELECTRONIC
`DEVICES
`
`
`ELECTRONIC] ONLINE
`
`FORM CREATION.
`MANAGEMENT:
`
`
`
`DELIVERV,
`
`
`
`AND ASSIGNMENT
`
`
`
`
`ACCESS TO
`DATASETS
`
`
`
`Unified Patents
`
`Exhibit 1004
`
`Page 1 of 18
`
`Unified Patents
`Exhibit 1004
`Page 1 of 18
`
`

`

`US 7,822,816 B2
`
`Page 2
`
`........................... 705/12
`6/2004 Scott
`2004/0117244 A1*
`2004/0210472 A1* 10/2004 Lew etal.
`..... 705/10
`
`................. 455/2.01
`2005/0009465 A1*
`1/2005 Rossetal.
`
`US. PATENT DOCUMENTS
`
`7/2002 K10baetal~ ~~~~~~~~~~~~~~~~ 709/219
`6,421,717 Bl
`6,826,540 131* 11/2004 Plantec etal.
`705/10
`
`. 370/466
`7,310,350 131* 12/2007 Shao etal.
`
`.. 705/14
`2001/0056374 A1* 12/2001 Joao ...........
`1/2002 Brookleretal.
`.
`2002/0007303 A1*
`705/10
`
`.709/206
`2002/0107931 A1*
`8/2002 Singh etal.
`..
`
`2002/0143610 A1* 10/2002 Munyer ....................... 705/12
`
`2002/0160773 A1* 10/2002 Greshametal.
`............ 455/431
`*
`5/2003 Ma er
`707/1
`
`2003/0093405 A1
`y
`............
`2003/0126010 A1*
`7/2003 Barns-Slavm .....
`.. 705/10
`
`.......... 434/350
`
`2003/0198934 A1* 10/2003 Sendowskietal.
`
`OTHER PUBLICATIONS
`_
`“
`_
`_
`__
`git/13%;” M" St 31" hEIffimm fipdrfsefifafinlanddstremglgg 0f
`2000. ICME 2000. 2000 IEEE Internat10nal Conference on New
`0‘“th V3” e memet
`e “I?“
`“tune 1““
`XPO’
`Yrok, NY, USA, Jul. 30, 2000, pp. 67070.
`An
`.“WAP B.
`XMLC t
`tF
`onymons,
`1nary
`0n en
`ment[On11ne], Jun. 24, 1999,1311 1—14.
`
`t» It
`orma , nerne
`
`tD
`
`0011-
`
`* cited by examiner
`
`Unified Patents
`
`Exhibit 1004
`
`Page 2 of 18
`
`Unified Patents
`Exhibit 1004
`Page 2 of 18
`
`

`

`US. Patent
`
`Oct. 26, 2010
`
`Sheet 1 of6
`
`US 7,822,816 B2
`
`
`
`Unified Patents
`
`Exhibit 1004
`
`Page 3 of 18
`
`Unified Patents
`Exhibit 1004
`Page 3 of 18
`
`

`

`US. Patent
`
`Oct. 26, 2010
`
`Sheet 2 of6
`
`US 7,822,816 B2
`
` lmun
`
`Unified Patents
`
`Exhibit 1004
`
`Page 4 of 18
`
`Unified Patents
`Exhibit 1004
`Page 4 of 18
`
`

`

`US. Patent
`
`Oct. 26, 2010
`
`Sheet 3 of6
`
`US 7,822,816 B2
`
`24
`
`IIHIIH
`
`-
`
`
`
`
`Unified Patents
`
`Exhibit 1004
`
`Page 5 of 18
`
`Unified Patents
`Exhibit 1004
`Page 5 of 18
`
`

`

`U.S. Patent
`
`Oct. 26
`
`9
`
`2010
`
`Sheet 4 of 6
`
`US 7,822,816 B2
`
`v55.
`
`.zo_._.m._n_s_oo
`
`.mzoFommmz.
`
`
`
`m._._<omm._<m
`
`1
`
`Econ.
`
`Eamon:
`
`H2m§m0<z<s
`
`._.zms_zo_mw<a.>mm>_._mn_
`
`".0o<_m>s_
`
`msEOu
`
`Ab?«on:ywME
`
`mums—msfim
`
`
`
`.mmsE.nm._.zm>m
`
`
`
`.o._.m.mhzmzmmam<ws_
`
`zo_._.m_..n_s_oo
`
`mafia—5.00
`
`Econ.
`
`3%5.3E852
`
`Emma.
`
`Unified Patents
`
`Exhibit 1004
`
`Page 6 of 18
`
`Unified Patents
`Exhibit 1004
`Page 6 of 18
`
`
`
`
`
`
`
`
`

`

`US. Patent
`
`Oct. 26, 2010
`
`Sheet 5 of6
`
`US 7,822,816 B2
`
`FORMCREATION,
`
`MANAGEMENT,
`
`DELIVERY,ANDASSIGNMENT
`
`-UL
`
`IJ
`_l
`|.IJ
`
`SETS
`ELECTRONIC MYRIADOF FORMS
`
`Lu
`.2._I
`
`ZO\ 2ZOIl
`
`ACCESSTO DATA
`
`Fig.5
`
`Unified Patents
`
`Exhibit 1004
`
`Page 7 of 18
`
`Unified Patents
`Exhibit 1004
`Page 7 of 18
`
`

`

`U.S. Patent
`
`Oct. 26, 2010
`
`2
`
`2B6
`
`mmmmEEamummz<EmN:
`6SEamtéozmmnmEEozmmmumzéh
`omvVNF
`
`nmtfiwmm12SE
`
`m,3;NE9:
`
`
`$5509".Um2.m2.mz.
`me.mEmmmn=>oE$5505
`
`Unified Patents
`
`Exhibit 1004
`
`Page 8 of 18
`
`o:ONF
`.._<O_n_m_>_
`
`NNF
`
`
`
`SEnmEEozmmmmm2<E$5505
`
`muo_>mmm
`
`Unified Patents
`Exhibit 1004
`Page 8 of 18
`
`
`

`

`1
`SYSTEM AND METHOD FOR DATA
`
`2
`to move files from machine-to-machine. While most hand-
`
`US 7,822,816 B2
`
`MANAGEMENT
`
`CROSS REFERENCE TO RELATED
`APPLICATION
`
`This application claims the benefit of US. Provisional
`Application No. 60/404,491 filed Aug. 19, 2002.
`
`BACKGROUND OF THE INVENTION
`
`1. Field of the Invention
`
`The present invention relates to a system of computing
`devices for the collection and management of information.
`More particularly, but not by way of limitation, the present
`invention relates to a system for collecting and managing
`information including a plurality of computer devices loosely
`networked to a server and an operating system for a computer
`which provides a number of features favorable for use in the
`inventive system.
`2. Background of the Invention
`Virtually all business software applications involve the
`collection of information in some form or another. Where
`
`information is gathered away from the convenience of a desk-
`top, workers have traditionally entered the information on
`paper forms. This data is then entered into a computer in a
`second step. This extra step leads to delays and inaccuracies
`which are costly and, more importantly, unnecessary.
`Handheld computers are well known in the art. In fact such
`computers are presently available from numerous manufac-
`turers offering a vast assortment of operating systems and
`hardware configurations. While such devices come in a host
`of variations, generally handheld computers include an LCD
`display, a method for gathering manual input, storage, and a
`variety of machine interfaces, i.e., an IR link, a USB port, a
`serial port, etc.
`As with their desktop, and laptop counterparts, a handheld
`computer will also include an operating system which pro-
`vides an operator interface, file management, and standard-
`ized I/O, as well as facilitating the running of application
`programs. Thus far, handheld operating systems mimic those
`of desktop and laptop systems, despite the fact that handheld
`devices are typically used in a different manner and have
`radically different resources.
`As with other types of computers, handheld computers
`suffer from compatibility issues, especially in the operation
`of application programs. Generally speaking, software pro-
`grams must typically be tailored to a specific family of pro-
`cessors and to a specific operating system. Most applications
`are developed in a high level language and then compiled for
`a specific target processor. As different manufacturers select
`different processors, an application written for one family of
`processors must be recompiled to execute in a processor of a
`different family. Even when two manufacturers select com-
`patible processors, if they chose different operating systems,
`applications written for one device will probably not run
`correctly on the other device. Since the operating system
`provides access to the various hardware resources and man-
`ages the file system, it is almost unfathomable that the oper-
`ating systems of independent authors would be compatible,
`unless one specifically set out to copy the other. Thus, par-
`ticular applications tend to grow up around a particular family
`of devices which share an operating system and, unfortu-
`nately, the application may not be available for non-compat-
`ible devices.
`
`Another issue which is common to all computers is the
`transferability of stored information, specifically, the ability
`
`10
`
`15
`
`20
`
`25
`
`30
`
`35
`
`40
`
`45
`
`50
`
`55
`
`60
`
`65
`
`held computers include an infrared port for communicating
`with other infrared devices, including other handhelds, files
`transferred in such a manner may not be usable by software on
`the receiving device. This is especially true of information
`formatted for a particular application such as a word proces-
`sor, spread sheet program, data base manager, or the like.
`To overcome the necessity of compiling a program for a
`particular machine, an application may be written in an inter-
`preted language, or a language which can be compiled to
`produce an intermediate language (i.e., a language that falls
`somewhere between source code and object code) such as
`i-code or tokens. In such a scheme, each device is provided
`with a run-time package which can execute the compiled
`i-code or tokens, the runtime package having been written for
`that particular device, thus, only the run-time package needs
`to be modified in order to port a program to a new computing
`environment. Once the run-time package is installed, any
`application authored in the language and which has been
`compiled to i-code will run on the target device. Unfortu-
`nately, such languages typically lack effective optimization
`and generally do not provide a broad range of support for
`hardware resources. Regardless of the language selected,
`whether compiled, interpreted, or whatever, software coding
`requires at least a nominal degree of programming skill to
`create the application program.
`Perhaps because handheld computers are not as evolved as
`their desktop counterparts, or because it is typically cumber-
`some to enter information, or maybe due to the lack of a true
`front-runner in operating systems, handheld computers have
`not inspired the full range of software products available for
`larger computers. The result has been a rather limited selec-
`tion of retail software applications for handheld devices as
`compared with their desktop counterparts, such software is
`aimed primarily at organizational tools, e-mail, and games.
`However, at the other end of the spectrum, custom programs
`tailored for a specific customer, handheld computers are gain-
`ing momentum in replacing manual forms which are often
`filled-out in remote areas, away from a desktop, i.e. manufac-
`turing inventory, quality inspections, delivery systems, and
`the like. One reason for the increasing movement toward the
`use ofhandheld computers for data gathering tasks is that they
`can be easily transported to the source ofthe data and have the
`information directly entered into them, thereby eliminating
`the potentially error-prone step of manual data entry of infor-
`mation on previously completed paper forms. Eliminating the
`extra step additionally saves unnecessary labor, and allows
`the data to be entered in a more timely fashion.
`Due to their incredible portability, handhelds are particu-
`larly well suited to this type of data gathering, despite an
`obvious lack of software infrastructure in this area. The
`
`present trend is for a business to commission the authoring of
`a custom program aimed at a particular need. While the cost
`of such an application is usually high, the accuracy of the
`information, the timeliness of the information, and the acces-
`sibility of the information are likely worth the cost. In fact,
`while such systems may seem cost prohibitive to develop, in
`many cases the actual cost on a per-data-entry basis may
`prove to be relatively small, especially in light of the timeli-
`ness and accuracy associated with real time data collection.
`To develop software for a handheld computer, a custom
`program is typically developed and tested on a larger system.
`When the developer is satisfied with the program, it is com-
`piled for a particular target device and transferred to handheld
`devices through a communication link. If users are using
`more than one type of device, the same
`ro ram must be
`tested and compiled for each type of d v mfi‘ethatents
`
`Exhibit 1004
`
`Page 9 of 18
`
`Unified Patents
`Exhibit 1004
`Page 9 of 18
`
`

`

`US 7,822,816 B2
`
`3
`required, the developer must make the change on the devel-
`opment system and re-transfer the entire program to each
`target device.
`information is
`In a typical data gathering application,
`entered into custom designed forms on the handheld com-
`puter. Eventually, the data entered in the handheld finds its
`way to a database, which is typically located on a server
`which is accessible to those needing the information or from
`which it may be accessed by other programs such as account-
`ing systems, materials management programs, etc. Present
`day servers are well suited to the task of information man-
`agement and generally provide broad access to and search-
`ability to collected data.
`One problem area in such systems becomes apparent when
`the data is transferred from the handheld to the server. While 15
`it would seem that wireless interfaces and handhelds were
`
`5
`
`10
`
`made for each other, the marriage ofthe two is not without its
`own set ofproblems. Wireless interfaces fall into a number of
`different categories. At one extreme is the infrared (“IR”) port
`often found on handheld devices. The range of this type of 20
`interface is usually limited to a few feet and typically supports
`transfer rates of 115 kbaud, or less.
`Another method for wireless communication is via a wire-
`
`less local area network or “WLAN.” A typical example of a
`WLAN is that defined by the IEEE 802.11 standard. When a 25
`handheld computer is equipped with a WLAN interface, the
`device can communicate with other computers also equipped
`with a WLAN interface, or even computers networked to a
`WLAN equipped computer by a wired network. Typically,
`WLAN interfaces provide a range of several hundred feet. As 30
`long as a handheld is within the range of another WLAN
`equipped computer, the network connection is continuous.
`Wireless local area networks sport data rates from a few
`thousand bits per second up to at least 52 million bits per
`second, depending on the particular standard employed.
`Yet another known wireless interface for handheld com-
`
`35
`
`puters is a CDPD interface, CDMA interface, GSM interface,
`or similar wireless interface or modem. While there are some
`
`variations, these systems are often built around a cellular
`phone network and provide coverage similar to that of a 40
`cellular phone, typically national, or even international, cov-
`erage. Such interfaces will experience the same gaps in ser-
`vice as can be expected with a cell phone. While such systems
`provide an exceptionally wide area of coverage, they typi-
`cally do so at limited bandwidth, e.g. 19.2 kbaud.
`Of course handheld devices are not limited to wireless
`
`45
`
`communications. Typically such devices can be connected to
`another computer through a universal serial bus (“USB”)
`connection, an RS-232 connection, an Ethernet connection
`on a properly equipped device, or similar hardwired connec- 50
`tion. While these interfaces range from moderately paced to
`the extremely fast, they are exceptionally reliable, at least
`while the connection is in place. Unfortunately, few environ-
`ments are well suited to tethering a handheld to allow a
`continuous wired connection.
`
`55
`
`It can be seen that perhaps the greatest drawback to using a
`handheld for data gathering as part of a larger system are the
`limitations of the data link: 1) it is unlikely that the data link
`will always be available; and 2) the bandwidth of most of the
`practical wireless options is restrictive. Presently there are 60
`two methods for dealing with the problem of data link avail-
`ability. In one scheme, data is transmitted as it is collected.
`The advantage of such a scheme is that the database is
`updated in real time and represents current data. The disad-
`vantages are, for all practical purposes, the scheme is limited 65
`to systems using a wireless interface and when the wireless
`link is not operational, generally data cannot be entered.
`
`4
`
`Alternatively, entered data can be stored locally on the
`handheld and transmitted in a batch process when a link is
`established. The advantage of this system is that it is tolerant
`of gaps in the communication link and works well with wired
`transfers of data. Unfortunately, data is not delivered in real
`time and the data base may be somewhat stale, depending on
`the length of time between the collection of data and the
`presence of the link.
`The issue of bandwidth may be problematic on several
`fronts. If programs are updated periodically, the entire pro-
`gram must be sent and the time to reload may be objection-
`able. In the opposite direction, if large amounts of data are
`collected, it may be time consuming to send the data collected
`from the handheld to the server, particularly when performed
`in a batch fashion.
`
`It is thus an object of the present invention to provide an
`operating system for a handheld computer which will allow a
`program to execute on any handheld computer.
`It is a further object of the present invention to provide an
`operating system for a handheld computer wherein program-
`ming changes will only necessitate incremental transfers of
`program instructions.
`It is still a further object of the present invention to provide
`an operating system for a handheld computer wherein files
`may be transferred among devices without a translation or
`conversion.
`
`It is yet a further object of the present invention to provide
`an operating system for a handheld computer wherein pro-
`gramming steps and data are tokenized to reduce the load on
`a communication channel of finite bandwidth.
`
`It is yet a further object of the present invention to provide
`a system of networked computers in which modifications to a
`computer program for a remote computer are sent in real time
`to the remote computer and are implemented immediately
`and seamlessly without the requirement of user installation.
`
`SUMMARY OF THE INVENTION
`
`The present invention provides a system and method for the
`management of information which solves the problems and
`alleviates the needs discussed above. In its broadest sense, the
`present invention is a method designed to accomplish the
`following:
`1) Allow any computer(s) (desktops, laptops, handhelds,
`portables, etc.) to be used to capture information;
`2) Transfer the information to a data center (via file transfer
`methods such as a network, to include, but not necessar-
`ily, Internet based) in a form that the data center can
`recognize;
`3) Allow another computer(s) to access the information and
`download it from the data center in a format that can be
`
`readily used regardless of the format in which the origi-
`nal information was gathered.
`In a preferred embodiment, a server is loosely networked to
`a plurality of computers (handheld, laptop, or desktop). Each
`computer is equipped with an operating system which allows
`common programming to execute on any device, regardless
`of hardware differences or native operating system differ-
`ences among the plurality of devices.
`With regard to the present invention, the term “loosely
`networked” is used to describe a networked computer system
`wherein devices on the network are tolerant of intermittent
`
`network connections and, in fact, tolerant of the type of net-
`work connection available. In particular, if any communica-
`tion connection is available between devices wishin to com-
`
`municate, network transmissions occur nwfifilfi, eantS
`
`Exhibit 1004
`
`Page 10 of 18
`
`Unified Patents
`Exhibit 1004
`Page 10 of 18
`
`

`

`US 7,822,816 B2
`
`5
`If a network connection is unavailable at that moment, the
`information is temporarily stored in the device and later trans-
`mitted when the connection is restored. Unless otherwise
`
`specified, hereinafter the terms “networ ” or “networked”
`refer to loosely networked devices.
`Thus, the operating system may be thought of as device
`indifferent and communication channel indifferent. In the
`
`6
`service provider (“ASP”) business method. ASPs are an
`emerging trend in the computer software industry. Tradition-
`ally, a company seeking a software solution would either
`acquire a preprogrammed package which suits its needs or
`commission the programming of custom software. In many
`instances preprogrammed software is unavailable or requires
`too many compromises to be attractive. In either case, the
`software is purchased and, invariably, represents a large capi-
`preferred embodiment, any computer can execute any pro-
`tal expense to the company. Once purchased, modifications,
`gram developed for the inventive system and will communi-
`10 evolutional upgrades, changing management practices, and
`cate with other members of the system through any commu-
`the like, result in additional expenses to keep the software
`nication method the device can find available.
`up-to-date.
`The operating system provided in each computer device
`In contrast an ASP typically provides software on a pay-
`allows the use ofa common instruction set in any such device,
`as-you-go basis. AnASP typically provides custom, or semi-
`regardless of compatibility issues between the devices,
`15 custom software to companies. Each useris billed forthe time
`wherein “instruction set” is used herein to mean the com-
`it uses the software. The advantages to the end user are obvi-
`mands, tokens, etc., that are recognized by the operating
`ous. There is no crippling up-front expense, modifications
`system as valid instructions. Unlike conventional computer
`and upgrades are the responsibility ofthe ASP, ifthe software
`programs, the operating system employed in the inventive
`does not perform satisfactorily the customer simply walks
`system allows incremental changes to the program without
`the need to reload the entire program. Additionally, a pro- 20 away and never incurs large expenses. On the ASP side, the
`gramming change made at a central office will automatically
`software vendor enjoys recurring income and the ability to
`propagate to loosely networked computers dispersed
`adapt the same software model
`to numerous customers.
`throughout the field.
`While differing slightly from the traditional ASP model, the
`In one aspect of the invention, branching logic depending
`present invention is particularly well suited to a per-transac-
`on the programs are created for handheld or other computer 25 tion billing model.
`devices by simply entering questions and providing response
`With regard to the current system, an ASP can provide a
`specification, in the form of a questionnaire, for the end-user.
`web site which allows users to build an application on line,
`Thus, no particular programming skill is required to generate
`possibly without incurring any expense. Once the customer is
`programs for data gathering. As will be appreciated by those
`satisfied with the program, it can automatically be deployed
`familiar with data collection, data can be collected by posing 30 to designated computer devices within the system. When a
`a series of questions, or otherwise prompting for specific
`user provides input, the computer device can find a direct
`input from the user, as in the manner used with paper forms.
`network connection to the ASP or, more likely, find an Inter-
`A number of useful subsystems, which may already be
`net connection and report the data to the ASP via the Internet
`present in the handheld device, or easily added later, may be
`connection. Once received at the ASP, the data can be pro-
`utilized so that at least some of the information which is 35 cessed and is available for viewing or use by the client virtu-
`responsive to the designed questionnaire may be collected
`ally instantly via the Internet. Thus, data entered at any loca-
`automatically rather than entered manually, e.g., time and
`tion may be viewed by the client in real time, worldwide.
`date, position information if the device includes a GPS
`Further objects, features, and advantages of the present
`receiver, etc.
`invention will be apparent to those skilled in the art upon
`In another aspect of the present invention, the program and 40 examining the accompanying drawings and upon reading the
`user responses are coded in such a fashion as to substantially
`following description of the preferred embodiments.
`reduce the bandwidth requirements of the network connec-
`tion. Since many of the networking options for handheld
`devices provide limited bandwidth, best use may be made of
`FIG. 1 provides a diagram 0f the inventive system.
`the available throughput by coding, or tokenizing, program 45
`FIG. 2 provides a diagram of the inventive system as used
`information and responses.
`for form creation.
`In practice, a program is created by entering a series of
`FIG. 3 provides a diagram Of the inventive system as used
`prompts and providing direction for how the system is to
`for information collection and review.
`respond to particular responses. This process of data gather-
`FIG. 4 depicts a sequence Of tasks for collecting data
`ing may then be performed by a person having no program— 50
`through the use Of prior art systems.
`ming skill whatsoever. The program may thenbe sent to all, or
`FIG. 5 depicts the tasks of FIG. 4 utilizing the inventive
`selected, computer devices on the network. Those devices
`system.
`having a connection may immediately be updated. Those
`FIG. 6 is a work flow diagram of an embodiment utilizing
`devices in which a network connection is temporarily not
`available will be updated when the connection is next 55 the inventive system.
`restored.
`
`BRIEF DESCRIPTION OF THE DRAWINGS
`
`The user of the computer device is then prompted for
`specific input. As the user enters data, if the network connec-
`tion is available, the information is immediately sent to the
`server. If the network connection is unavailable, the informa-
`tion is stored locally in the handheld device and sent upon
`restoration ofthe network connection.At the server, the infor-
`mation is typically processed upon receipt such that users of
`the data have real time, or virtually real time, information
`available.
`In another aspect of the invention, the inventive system
`may be provided to end users according to an application
`
`DESCRIPTION OF THE PREFERRED
`EMBODIMENTS
`
`60
`
`it is
`Before explaining the present invention in detail,
`important to understand that the invention is not limited in its
`application to the details of the construction illustrated and
`the steps described herein. The invention is capable of other
`embodiments and ofbeing practiced or carried out inavariety
`65 of ways. It is to be understood that the phraseology and
`terminology employed herein is for the urp_ose of descrip-
`tion and not of limitation.
`finlfied Patents
`
`Exhibit 1004
`
`Page 11 of 18
`
`Unified Patents
`Exhibit 1004
`Page 11 of 18
`
`

`

`US 7,822,816 B2
`
`7
`8
`puter 22 connected to the Internet 26, a client can access
`Referring now to the drawings, wherein like reference
`server 24 to administer the inventive system. Administration
`numerals indicate the same parts throughout the several
`involves tasks such as form creation, management, and vali-
`views, a diagram of the inventive system is shown in FIG. 1.
`dation; user setup, and management of system security.
`Typically, the system for data management 10 includes: at
`In terms of the present invention, handheld computers are
`least one server 24 preferably having an Internet connection
`favored for their portability and their usefulness in gathering
`26; a plurality of handheld computers 28-32 operated
`data from the field, whether the field is a stockroom for a
`remotely from server 24, each handheld 28-32 including a
`manufacturing facility, a production floor, a delivery site for a
`network connection 34-38, respectively, for loosely network-
`product, etc. More generally, field locations are typically
`ing handhelds 28-32 to server 24; and a computer 22 con-
`nected to the Internet for providing administration of the 10 areas where people work without the convenience of a desk-
`system and for reviewing data collected by the system.
`top.
`Server 24 is shown preferably connected to the Internet 26
`According to the preferred arrangement, data may be gath-
`and loosely networked to handheld computers 28-32 through
`ered by prompting the user via the handheld 28 with a series
`connections 34-38, respectively. As will be apparent to those
`of questions or statements, each ofwhich calls for a response.
`skilled in the art, network connection 26 could instead be 15 This series of questions or statements will have been con-
`local area network or a private wide area network. Similarly,
`structed on computer 22 and reduced to tokenized form for
`connections 34-38 may be any one of a number of optional
`transmission to the handheld 28. For purposes of the instant
`connections which ultimately connect a remote device to
`disclosure, the series ofquestions/statements will collectively
`server 24. By way of example and not limitation, connection
`be referred to as a questionnaire. As will be discussed in
`34 could be a simple dial up connection through a conven- 20 greater detail below, the questionnaire is actually designed to
`tional telephone line to connect handheld 28 directly to server
`include internal branching logic which is implemented by the
`24. At the same time, connection 36 could be an infrared (IR)
`OIS. Hence, with regard to the present invention, the terms
`connectionbetween handheld30 anda desktop computer (not
`“program” and “form” are used interchangeably with ques-
`shown) which in turn, is connected to server 24 via the Inter-
`tionnaire.
`net. Connection 38 could be a wireless modem, i.e., a CDPD 25
`An important aspect ofthe invention is the ease with which
`interface, a CDMA interface, a GSM interface, an analog
`a client can create a form and distribute the form to the
`cellular modem, or the like, which either establishes a direct
`appropriate handheld devices in the field. Continuing with
`connection with server 24 or establishes an Internet connec-
`FIG. 2, typically a client uses a computer 22 having access to
`tion to reach server 24 via the Internet. Other options would
`the Internet 26 to communicate with server 24. As part of the
`include a wireless LAN connection, a direct RS-232 connec- 30 administrative function provided by system 10, computer 22
`tion, a docking station connected to a desktop computer, etc.
`provides a web-based interface which allows a client to create
`It should be noted that, regardless of the type of connection,
`a questionnaire. As a first step, preferably, the client selects a
`handhelds 28-32 are ultimately connectable to server 24 in a
`type of question from a list of standard question types. This
`loosely networked fashion.
`list would include alternatives for the way the question is
`It should be noted that handheld computers 28-32 need not 35 posed to the user, for example visual or vocal, and the type of
`be the same type, or even compatible devices. As a part of the
`answer to expect, whether yes/no, multiple choice, narrative,
`inventive system each remote device, preferably a handheld
`numerical, etc.
`computer, is provided with an operating instruction system
`As the client creates a list of questions, symbols from a tool
`(“OIS”) which overlays its native operating system. Once
`barmaybe usedto control conditional branching based onthe
`equipped with the OIS, a remote device can be programmed 40 user’s response. As the client enters questions and selects
`according to methods described hereinafter. Any program
`response types, server 24 builds a stack of questions and
`developed under the inventive system will run on