`
`
`
`
`
`Merrill Communications LLC
`d/b/a Merrill Corporation
`Exhibit 1001
`
`

`

`(12) United States Patent
`Davis
`
`(10) Patent No.:
`(45) Date of Patent:
`
`US 8,185,816 B2
`May 22, 2012
`
`USOO8185816B2
`
`(54) COMBINING REUSABLE DATA MARKUP
`LANGUAGE DOCUMENTS
`
`(75) Inventor: Russell T. Davis, Bethesda, MD (US)
`(73) Assignee: E-Numerate Solutions, Inc., McLean,
`VA (US)
`
`- r
`c
`(*) Notice:
`
`Subject to any disclaimer, the term of this
`patent is extended or adjusted under 35
`U.S.C. 154(b) by 892 days.
`(21) Appl. No.: 12/222,752
`
`(22) Filed:
`(65)
`
`5,530,794. A * 6/1996 Luebbert ....................... 71.5/210
`5,530,942 A
`6/1996 Tzou et al.
`5,581,686 A 12/1996 Koppolu et al.
`5,603,021 A
`2f1997 Spencer et al.
`5,701,400 A 12/1997 E.
`5,706.502 A *
`1/1998 Foley et al. ................... 717/120
`5,721,847 A
`2f1998 Johnson
`5,737,592 A
`4/1998 Nguyen et al.
`5,737,739 A * 4/1998 Shirley et al. ................. 715/207
`5,748,188 A *
`5/1998 Hu et al. ....................... 71.5/853
`5,754,939 A
`5/1998 Herz et al.
`(Continued)
`OTHER PUBLICATIONS
`Copending U.S. Appl. No. 09/573,780 entitled “Reusable Macro
`Markup Language', filed May 18, 2000.
`Aug. 15, 2008
`(Continued)
`Prior Publication Data
`Primary Examiner — Laurie Ries
`US 2009/OO89657 A1
`Apr. 2, 2009
`Assistant Examiner — Mustafa Amin
`Related U.S. Application Data
`74). Att
`, Agent,
`Firm – Fi
`, Hend
`s
`(62) Division of application No. 09/573,778, filed on May As Garet & 5uns, T 1nnegan, Flenderson
`18, 2000, now Pat. No. 7,421,648.
`(60) Provisional application No. 60/135,525, filed on May
`21, 1999, provisional application No. 60/183,152,
`filed on Feb. 17, 2000.
`
`(51) Int. Cl.
`(2006.01)
`G06F I7/00
`(52) U.S. Cl. ........................................ 715/209; 71.5/234
`(58) Field of Classification Search ................... 715/209
`See application file for complete search history.
`
`(56)
`
`References Cited
`
`U.S. PATENT DOCUMENTS
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`6, 1987 Hernandez et al.
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`rady et al.
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`
`ABSTRACT
`(57)
`Methods and systems provide a computer markup language,
`referred to as Reusable Data Markup Language ("RDML'),
`and a data viewer for retrieving, manipulating and viewing
`documents and files in the RDML format that may be stored
`locally or over a network (e.g., the Internet). Generally,
`RDML permits the browsing and manipulation of numbers,
`as opposed to text and images like in HTML, and does so by
`including attributes describing the meaning of the numbers to
`be attached to the numbers. Documents compliant with the
`markup language encapsulate machine-readable documenta
`tion with numbers and data, and permit the data viewer to act
`as a combination web browser and spreadsheet to automati
`cally read, interpret and manipulate the numbers and data.
`Furthermore, the methods and systems merge or combine
`RDML documents that have different data formats to produce
`a single data set for display.
`
`27 Claims, 40 Drawing Sheets
`
`Locate Docurrents
`
`J-1032
`
`Select Occument to be
`Transformed
`
`An 1804
`
`rn 1008
`Access inelter ---
`
`Xesteri?88Sirex
`Transfortation
`Access Unit Magnitude,
`Modifier, Scale, Measure,
`and Adustant attributes
`Determine Conversion
`Factors for Each Attribute
`Multiply the Conversion
`Factors to Manipulate the
`numbers of the documentor
`Linestern
`
`Display Transformed
`Document in Line item
`
`in 1010
`
`IS 012
`
`is 04
`
`r1016
`
`Another
`Line Item to be
`arsfied
`
`
`
`18
`Yes
`
`No
`
`1020
`Another
`document to be
`fansformed
`
`

`

`US 8,185,816 B2
`Page 2
`
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`OW
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`
`
`
`12/2002 Junkin
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`ck
`12, 2002 Verprauskus et al. ................ 1f1
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`6,502,112 B1* 12/2002 Baisley ......................... 71.5/210
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`ck
`6,507,856 B1
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`707/8O2
`- K -
`an et al. ...
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`ck
`6,626,957 B1
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`6,886,005 B2
`4/2005 Davis
`6,910,017 B1
`6/2005 Woo et al.
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`7,249,328 B1
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`7.340,534 B2 * 3/2008 Cameron et al. .............. TO9,246
`7401,076 B2
`7, 2008 Davis
`7,421,648 B1
`9, 2008 Davis
`7,512,875 B2
`3, 2009 Davis
`7,650,355 B1
`1/2010 Davis
`2001/00 18687 A1
`8/2001 Gonzalez et al.
`2001/00 18694 A1
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`2003/004 1077 A1
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`7/2003 Heninger et al.
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`2005, 0182709 A1
`8, 2005 BelcSaket al.
`2005, 0198042 A1
`9, 2005 Davis
`2008, 002834.0 A1
`1/2008 Davis
`2008/0282139 A1 11/2008 Davis
`2009,0083613 A1
`3, 2009 Davis
`2009,0083619 A1
`3, 2009 Davis
`
`OTHER PUBLICATIONS
`Copending U.S. Appl. No. 1 1/819,125 entitled “TreeView for Reus
`
`able Data Markup Language', filed Jun. 25, 2007.
`
`Copending U.S. Appl. No. 1 1/819, 126 entitled “TreeView for Reus
`able Date Markup Language', filed Jun. 25, 2007.
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`(Dec. 14, 2001), Editors: Luther Hampton, e-Numerate; David Vun
`Kannon, KPMG LLP. pp. 1-42.
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`
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`
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`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`6,314,424 B1* 11/2001 Kaczmarski et al. ................. 1f1
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`
`

`

`US 8,185,816 B2
`Page 3
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`* cited by examiner
`
`

`

`U.S. Patent
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`U.S. Patent
`U.S. Patent
`
`May 22, 2012
`May 22, 2012
`
`Sheet 2 of 40
`Sheet 2 of 40
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`US 8,185,816 B2
`US 8,185,816 B2
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`U.S. Patent
`
`May 22, 2012
`
`Sheet 3 of 40
`
`US 8,185,816 B2
`
`
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`Existing
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`
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`
`

`

`U.S. Patent
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`US 8,185,816 B2
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`U.S. Patent
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`May 22, 2012
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`Sheet 5 of 40
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`US 8,185,816 B2
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`

`U.S. Patent
`
`May 22, 2012
`
`Sheet 6 of 40
`
`US 8,185,816 B2
`
`
`
`User submits data request
`to Web Server and RDML
`data Server via the viewer
`
`RDML server queries the
`databases
`
`604
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`results to the server
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`610
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`FIG. 6
`
`

`

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`
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`

`

`U.S. Patent
`
`May 22, 2012
`
`Sheet 8 of 40
`
`US 8,185,816 B2
`
`Text
`DOCument
`
`Object 1
`Process
`
`Output
`Application
`("View")
`
`Object
`Storage
`
`
`
`Graphical
`User
`Interface
`"GUI"
`
`Third-Party
`Software
`Component
`
`Input/
`Output
`Process
`
`- Program
`Flow
`
`FIG. 7B
`
`

`

`U.S. Patent
`
`May 22, 2012
`
`Sheet 9 of 40
`
`US 8,185,816 B2
`
`START
`
`Document reader finds
`and receives document
`
`XML parser parses
`text
`
`RDML processor
`processes the text into an object
`
`X-value transformer 810 type
`checks and manipulates x-values
`
`Primary data store 812 stores active
`objects of the same type for display
`
`Views display active objects
`stored in primary data store
`
`8O2
`
`804
`
`806
`
`808
`
`810
`
`812
`
`END
`
`FIG. 8
`
`

`

`U.S. Patent
`
`2
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`

`

`U.S. Patent
`
`May 22, 2012
`
`Sheet 11 of 40
`
`US 8,185,816 B2
`
`Locate DOCuments
`
`1 OO2
`
`
`
`
`
`
`
`
`
`
`
`
`
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`
`
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`
`
`Select DOCument to be
`Transformed
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`ACCeSS Line tem
`
`Determine Desired
`Transformation
`
`Access Unit, Magnitude,
`Modifier, Scale, Measure,
`and Adiustment Attributes
`
`Determine Conversion
`Factors for Each Attribute
`
`ultiply the Conversion
`Factors to Manipulate the
`numbers of the Document or
`Line item
`
`Display Transformed
`DOCument Qn Line tem
`
`
`
`
`
`
`
`
`
`Another
`Line item to be
`ransformed2
`
`
`
`Another
`Document to be
`ransformed 2
`
`
`
`FIG. 10
`
`

`

`U.S. Patent
`
`May 22, 2012
`
`Sheet 12 of 40
`
`US 8,185,816 B2
`
`START
`
`1102
`
`X-value transformer
`receives a new document
`
`1 104
`
`Determines type of active
`documents in primary data store
`
`1106
`
`1110
`
`1112
`
`1116
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`
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`
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`
`New
`object is same
`type as active
`documents
`
`Notify user
`
`1108
`
`Add to currently
`active documents
`
`
`
`User chooses to
`reject object?
`
`Reject the
`document
`
`User chooses to
`erase Current
`active?
`
`
`
`Erase current
`active documents
`112O
`
`
`
`1122
`
`insert new document
`as standby object
`
`END
`
`Store new
`document
`
`FIG. 11
`
`

`

`U.S. Patent
`U.S. Patent
`
`May 22, 2012
`
`Sheet 13 of 40
`
`US 8,185,816 B2
`US 8,185,816 B2
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`

`

`U.S. Patent
`U.S. Patent
`
`May 22, 2012
`1022.,2
`
`f041teehS
`Sheet 14 of 40
`
`US 8,185,816 B2
`US 8,185,816 B2
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`

`

`U.S. Patent
`
`May 22, 2012
`
`Sheet 16 of 40
`
`US 8,185,816 B2
`
`Primary Data Store
`
`712
`
`
`
`RDML Lineltem
`
`FIG. 13
`
`

`

`U.S. Patent
`
`May 22, 2012
`
`Sheet 17 of 40
`
`US 8,185,816 B2
`
`
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`

`

`U.S. Patent
`
`May 22, 2012
`
`Sheet 18 of 40
`
`US 8,185,816 B2
`
`
`
`
`
`
`|.200.922EBB852uEE.8mm:Foexmelgmléemm_EamsemiumEuEH06E$588986.E:
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`U.S. Patent
`U.S. Patent
`
`May 22, 2012
`2
`y
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`

`U.S. Patent
`U.S. Patent
`
`May 22, 2012
`May 22, 2012
`
`Sheet 20 of 40
`Sheet 20 of 40
`
`US 8,185,816 B2
`US 8,185,816 B2
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`

`U.S. Patent
`U.S. Patent
`
`May 22, 2012
`May 22, 2012
`
`Sheet 21 of 40
`Sheet 21 0f 40
`
`US 8,185,816 B2
`US 8,185,816 B2
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`U.S. Patent
`
`May 22, 2012
`
`Sheet 22 of 40
`
`US 8,185,816 B2
`
`
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`No.??ESNOJ?TN?).
`
`

`

`U.S. Patent
`
`May 22, 2012
`
`Sheet 23 of 40
`
`US 8,185,816 B2
`
`START
`
`1502
`
`
`
`Select Line tem
`
`1504
`
`Get the ID Of
`the Line tem
`
`1506
`
`Undo any old macros
`
`1508
`
`Delete the last Series
`
`FIG. 15A
`
`

`

`U.S. Patent
`
`May 22, 2012
`
`Sheet 24 of 40
`
`US 8,185,816 B2
`
`1512
`
`Remove existing data
`
`1514
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`Get RDMLDOC from PDS
`
`1516
`
`1518
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`1520
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`1522
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`Get RDMLLine tem
`
`Normalize X data
`
`Fill X Axis with data
`
`Fill Y Axis With data
`
`1524
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`Mark Which Y Axis This Series is on
`
`1526
`
`1528
`
`Yes. Add Axis
`
`1530
`
`Set number formats for axis labels
`
`1532
`
`Set the number precision
`
`1534
`
`Update the footnotes
`
`1536
`
`Run any macros that are applied
`
`FIG. 15B
`
`

`

`U.S. Patent
`
`May 22, 2012
`
`Sheet 25 of 40
`
`US 8,185,816 B2
`
`1538
`
`1540
`
`1542
`
`1544
`
`1546
`
`1548
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`Set Y 1 Title
`
`Set Y2 Title
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`Update the Series Styles
`
`Update the Chart Title
`
`Update the Legend
`
`Update the X Axis
`
`1550
`
`Update the Number Precision
`
`1552
`
`1554
`
`1556
`
`Update the YAxis
`
`Update the Chart Type
`
`Update the Footer
`
`1558
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`Set the maximum X value
`
`
`
`1560
`
`Repaint the Graphical Chart
`
`END
`
`FIG. 15C
`
`

`

`U.S. Patent
`
`May 22, 2012
`
`Sheet 26 of 40
`
`US 8,185,816 B2
`
`
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`

`

`U.S. Patent
`U.S. Patent
`
`72teehS
`
`US 8,185,816 B2
`US 8,185,816 B2
`
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`

`

`U.S. Patent
`
`May 22, 2012
`
`Sheet 28 of 40
`
`US 8,185,816 B2
`
`RMML Document Type Definition
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`1800
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`

`

`U.S. Patent
`U.S. Patent
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`May 22, 2012
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`US 8,185,816 B2
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`U.S. Patent
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`May 22, 2012
`
`Sheet 35 of 40
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`US 8,185,816 B2
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`U.S. Patent
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`May 22, 2012
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`Sheet 36 of 40
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`US 8,185,816 B2
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`

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`U.S. Patent
`U.S. Patent
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`May 22, 2012
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`Sheet 37 of 40
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`US 8,185,816 B2
`US 8,185,816 B2
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`U.S. Patent
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`May 22, 2012
`
`Sheet 38 of 40
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`US 8,185,816 B2
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`1.
`COMBINING REUSABLE DATA MARKUP
`LANGUAGE DOCUMENTS
`
`RELATED APPLICATIONS
`
`This application is a divisional of application Ser. No.
`09/573,778, filed May 18, 2000 now U.S. Pat. No 7,421,648,
`which is incorporated in its entirety herein by reference. This
`patent application also claims priority to Provisional U.S.
`Patent Application No. 60/135,525, filed on May 21, 1999,
`and Provisional U.S. Patent Application No. 60/183,152, filed
`on Feb. 17, 2000, which are incorporated herein by reference.
`The following identified U.S. patent applications are also
`relied upon and are incorporated by reference in this applica
`tion.
`U.S. patent application Ser. No. 09/573,780 (now U.S. Pat.
`No. 7,650,355) entitled “Reusable Macro Markup Lan
`guage', filed on the same herewith.
`U.S. patent application Ser. No. 09/573,419 (now U.S. Pat.
`No. 7,249,328), entitled “Tree View for Reusable Data
`Markup Language filed on the same date herewith.
`U.S. patent application Ser. No. 09/573,413 (now U.S. Pat.
`No. 6,920,608), entitled “Chart View for Reusable Data
`Markup Language filed on the same date herewith.
`
`BACKGROUND
`
`1. Field of the Invention
`The present invention relates generally to data processing
`systems and, more particularly, to a computer markup lan
`guage for use in a data browser and manipulator.
`2. Related Art
`Currently on the Internet, transmissions and communica
`tions are commonly conducted using a communication pro
`tocol called the HyperText Transfer Protocol (“HTTP')
`which can be used to pass files and documents formatted in
`the HyperTextMarkup Language (“HTML). A markup lan
`guage is a way of embedding markup "tags. Special
`sequences of characters, that describe the structure as well a