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Docket No. 4138-4003
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`U.S. PROVISIONAL PATENT APPLICATION
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`FOR:
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`METHOD AND APPARATUS FOR BROWSING USING
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`MULTIPLE COORDINATED DEVICE SETS
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`INVENTOR:
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`RICHARD R. REISMAN
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`
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`MORGAN & FINNEGAN, LLP
`345 PARK AVENUE
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`NEW YORK, NY 10154-0053
`(212)758-4800
`(212) 751-6849 (FACSIMILE)
`WWW.MORGANFINNEGAN.COM
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`TITLE OF THE INVENTION:
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`Method And Apparatus For Browsing Using Multiple Coordinated Device Sets.
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`Docket No. 4138-4003
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`Field of the Invention
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`The present invention is directed generally to interactive television and similar interactive
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`hypermedia such as from television or Internet sources, and more particularly to the provision
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`and use of user interfaces that permit interaction using of multiple coordinated device sets.
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`Background of the Invention
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`While “convergence” of television (TV) and computer technology have been a major
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`focus of innovation and commercial development since the early 1990s, particularly in the area
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`of “interactive television” (ITV), there remains a huge gulf in the nature of the user experience of
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`ITV and of computer-based media such as the World Wide Web. Convergence has taken hold in
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`infrastructure technologies, with digital and computer-based TV (DTV) editing, production,
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`distribution, transmission, and devices. At heart ITV is a matter of hypermedia browsing, the
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`process of browsing linked media resources like the Web, differing only on its emphasis on
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`video as the central medium.
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`However, there remains a divide relating to the dramatic difference in how TV-centric
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`and computer-centric media are used, and to the cultural divide between the TV production and
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`distribution industry and the computer and Web industries that has prevented a convergence in
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`user experience from developing or even being seen as possible and desirable. TV usage and
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`directions are focused on its character as a lean—back, across-the-room, low resolution, and
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`relatively passive, relaxed experience of couch potatoes viewing large, often shared TV screens
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`with simple remote controls. PC usage and directions are focused on its character as lean-
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`forward, up-close, high resolution, and intensive, highly interactive experiences of individuals
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`with PC-styles displays, keyboards, and pointing devices. Variant device sets and applications,
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`such as PDAs, tablets, and video games, could be taken as suggestive of the desirability of
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`selecting among alternative usage modes and form factors, but only very limited aspects of these
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`suggestions have been recognized.
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`The limitations of these radically disparate device set form factors have severely limited
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`the appeal of ITV. ITV promises to greatly enrich the TV experience by allowing interactive
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`features that can range from access to supplementary enhancement material such as background
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`on programs, casts and players, sports statistics, polls, chat messaging, and interactive
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`advertisements and purchase offers (“t-commerce”), and all manner of other tangential
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`information, to ways to vary the core program content by acting on viewer input and choices as
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`to camera angles or even alternative plots, as well as providing improved control of the core
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`experience with electronic program guides (EPGS), personal video recorders (PVRs) and video
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`on demand (VOD) and similar features.
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`The problem is that these interactive features are not well served by the TV usage mode
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`and form factor, and their use interferes with the basic TV experience. Rich interaction with a
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`TV is inherently difficult. Presentation of information is limited by the poor capabilities of a TV
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`screen for presenting text, menus, and navigations controls, and the crude input capabilities of a
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`remote control. The rich information and navigation functionality available on a Web browser or
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`other PC-based user interface (e.g., UI, especially graphical user interfaces, GU15) must be
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`“dumbed-down” and limited for use on a TV, and even use of high-definition TV (HDTV) may
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`not significantly ease that—people do not like to read or do fine work from across-the-room, it is
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`just not comfortable ergonomics. Furthermore, the attempt to show interactive controls and
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`enhancements on the TV interferes with viewing by the person interacting, as well as any other
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`viewers in the room. Compounding these issues and slowing recognition of better solutions is
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`the dominance of the cable TV industry, its struggles in developing and deploying the advanced
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`set-top boxes (STBs) needed to offer meaningful ITV services of the form it envisions, and its
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`orientation to closed, proprietary systems that do not fully exploit or adapt to advances in the PC
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`and Internet world.
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`The computer community has attempted to market PCs that include a TV tuner to support
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`TV function in a PC-centric model, as promoted by the PC-DTV Consortium. However, these
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`systems suffer from the converse problem, in that their form factors are not suited to the fact that
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`most people do not want to watch TV at a PC, with its lean-forward, up-close form factor.
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`Furthermore, such devices cannot effectively receive protected cable or satellite programming.
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`And here, as with conventional TVs, the use of a single system forces technical, economical, and
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`usage constraints on the inherently complex, multi-tasking, man-machine behavior that is desired
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`in a rich hypermedia browsing experience.
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`There has also been some recognition that PCs provide a way around the limited installed
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`base of advanced STBs, but this is generally perceived only as a limited stopgap. So called
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`Enhanced TV or Extended TV or “telewebbing” has emerged to exploit the fact that tens of
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`millions of households have PCs in the same room as their TVs, and can surf related content on
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`the Web while watching TV. Some broadcasters such as ABC and PBS have exploited this to
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`offer Web content synchronized to a TV program, but it is the user who must coordinate the use
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`of the PC with the TV, by finding the appropriate Web site. In spite ofthe fact that the installed
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`base for such open hardware is some ten times that of ITV-capable set-top boxes, the ITV
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`community generally views such “two-box” solutions as an unfortunate and awkward stopgap
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`that may be desirably supplanted by advanced “one-box” systems whose wide deployment must
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`be awaited. Some major reasons for this lack of acceptance are that this simplistic two-box
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`model supports only very limited, pre-defined synchronization of the availability of TV and
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`enhancement content that is built into a rigidly fixed two-box structure at the content source, and,
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`even more importantly, that it completely fails to address any coordination of user activity at the
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`two separate boxes.
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`Across all of this, the key elements that are lacking are provision of a broadly flexible,
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`powerful, selective, and simple user interface paradigm for browsing hypermedia across multiple
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`device sets, whether they are integrated or not, with related methods for user and/or authoring
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`control of such a U1, and provision of an effective method for independent systems to coordinate
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`browsing activities to enable such a user interface to be employed across multiple independent
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`systems. Further lacking across all of these aspects is delivery of these services in a way that
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`provides the user with a smoothly integrated experience in which interactions on the multiple
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`systems are coupled or decoupled to the degree appropriate to the task of the moment.
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`Summary of Various Embodiments the Invention
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`According to embodiments of the present invention there are provided systems and
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`methods for navigating hypermedia using multiple coordinated input/output device sets.
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`Embodiments of the invention allow a user and/or an author to control what resources are
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`presented on which device sets (whether they are integrated or not), and provide for coordinating
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`browsing activities to enable such a user interface to be employed across multiple independent
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`systems.
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`Brief Description of the Drawings
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`Further aspects of the instant invention will be more readily appreciated upon review of
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`the detailed description of the preferred embodiments included below when taken in conjunction
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`with the accompanying drawings, of which:
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`FIG. 1 is a block diagram of an exemplary assemblage of user systems, networks, and
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`remote services for implementing certain embodiments of the present invention.
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`FIG. 2 is a set of block diagrams of exemplary groupings of device sets and systems in
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`the assemblage of FIG. 1.
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`FIG. 3 is a schematic diagram of a number of exemplary user interface display layouts
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`according to certain embodiments of the present invention.
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`FIG. 4 is a schematic diagram of an exemplary structure for state information relating to
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`systems within the assemblage of FIG. 1, relating to the coordination of a multimachine user
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`interface according to certain embodiments of the present invention.
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`FIG. 5 is a schematic diagram of an exemplary process, performed by the systems ofFIG.
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`1, for transferring state data according to certain embodiments of the present invention.
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`FIG. 6 is a flow chart of an exemplary process, performed by the systems of FIG. 1, for
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`transferring state data according to certain embodiments of the present invention.
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`Detailed Description of the Invention
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`As used herein, the term “hypermedia” is meant to refer to any kind of media that may
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`have the effect of a non-linear structure of associated elements represented as a network of
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`information-containing nodes interconnected by relational links. Hypermedia is meant to include
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`“hypertext”, and the two may at times be used synonymously in the broad sense, but where
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`stated or otherwise clear in context, “hypertext” can refer particularly to text content, and
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`“hypermedia” to extend that to content that includes other formats such as graphics, video, and
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`sound. The terminology used herein is meant of be generally consistent with that used in World
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`Wide Web Consortium (W3 C) recommendations.
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`The associations of elements may be specified as “hyperlinks” or “links,” such as
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`described by the XLink (XML Linking Language), SMIL (Synchronized Multimedia Integration
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`Language), HTML, XHTML, and similar W3C recommendations. Links define an association
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`between a “starting resource,” the source from which link traversal is begun, and an “ending
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`resource,” the destination, collectively referred to as “participating resources.” A “resource” is
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`used to refer to any addressable unit of information or service and may at times refer to a
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`resource portion rather than a whole resource, and a “content resource” to refer to any resource
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`suited to presentation to a user. In the context of hypermedia, “node” may be used
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`synonymously with resource. “Navigation” is meant to refer to the process of following or
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`“traversing” links. Unless specifically indicated as “link navigation” or otherwise clear in
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`context, navigation also is meant to include the control of presentation within a resource, such as
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`scrolling, panning, and zooming, using VCR-like controls to play a continuous media resource,
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`and the like. Addresses for Internet resources are typically in the form of Universal Resource
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`Locators (URLs) or Universal Resource Names (URNs) or other Universal Resource Identifiers
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`20
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`(URIS), but may be based on any other suitable addressing mechanism. Hypermedia resources
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`may contain content (also referred to as mediadata) and metadata (including hyperlinks), aspects
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`of a resource may be declarative (such as markup) or procedural (such as embedded logic or
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`program code elements) and may include embedded resources.
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`Links may have information about how to traverse a pair of resources, including direction
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`and application behavior information, called an “arc,” and such information may include link
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`“elements” having “attributes” that take on “values.” Behavior attributes include “show” to
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`specify how to handle the current state of the presentation at the time the link is activated,
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`“externa ” to specify whether the link is to be opened in the current application, or an external
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`application, such as one suited to a special media type, “activate” to specify Whether the link is
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`triggered by some event, typically user interaction, or automatically traversed when its time span
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`is active, and “target” to specify either the existing display environment in which the link should
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`be opened (e.g., a SMIL region, an HTML frame or another named window), or trigger the
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`creation of a new display environment with the given name. It should be noted that the term
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`target is sometimes also used in the art to refer to an ending resource as the target of a link, as for
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`a “target resource” or “target page.”
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`Links may be contained in the starting or ending resource, “outbound” or “inbound”
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`respectively, or may be independently stored as “third-party” arcs. Standard HTML links are
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`typically outbound, but inbound and third-party link arcs may be useful, such as for adding links
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`that are external to read-only or third-party content. By providing such external, third-party
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`links, resources not originally intended to be used as hypermedia can be made into hypermedia.
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`Third-party links may be collected in “linkbases.” Linkbases may be directly associated with
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`their starting resources by a resource that leads to both the starting resource and the linkbase,
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`referred to herein as “coupled” linkbases, such as a set of image map links in a Web page that
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`has an embedded image link, or may be “decoupled” and obtained by other means.
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`Where so indicated or clear in context, the term hypermedia may also be used to include
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`“hypermedia-like” resources and systems that do not use coded links as such, but which support
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`functionally similar non-linear resource relationships using other more or less similar
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`mechanisms, such as special coding and logic that implements structures such as menu structures
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`that have a defined graph structure, transaction request forms that have an associated address or
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`other process identifier for transaction submission, and selectable content elements having a
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`defined relationship to other resources or actions. Use of VCR-like or audio recorder-like
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`controls to add non-linearity to a linear medium (e.g., fast forward/reverse, and skip ahead), also
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`referred to as “trick-play” functionality, is also considered as hypem1edia—like.
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`According to embodiments of the invention, links may refer to specific portions of a node
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`l”'.‘.;
`in";
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`or resource, such a by an “anchor” that associates the link to a position in text (such as in a
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`HTML “A element”), or an “area” or “region” that associates the link to a spatial portion of an
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`object’s visual display, or to non-spatial portions, such as temporal subparts that may be defined
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`by “begin” and “end” attributes, also referred to as “time positions” or together as a “time scope”
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`or “time-span.” Similar facilities are provided by XPointer, which supports addressing into the
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`internal structures of XML documents, and provides an “origin” function to enable addressing
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`relative to third-party and inbound links. Unless otherwise indicated or clear in context,
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`“anchor” may used herein to be synonymous with similar forms, such as origin and “area.”
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`Hypermedia structures may also be understood in graph—theoretic terms, and modeled as
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`a directed graph, consisting of a set of abstract “nodes,” the resources, joined by directional
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`“edges,” the hyperlinks. In this usage, a linkbase defines a directed graph.
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`As used herein, and consistent with the Dexter Hypertext Reference Model, a
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`“hypermedia system” allows users to create, manipulate, and/or examine hypermedia, and
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`consists of a “run-time layer” that provides tools for accessing, viewing, navigating, and
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`manipulating hypermedia, a “storage layer” that models the basic node/link or resource/link
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`network structure of the hypermedia, and a “within component layer” that addresses the structure
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`of components or resources of various given types. The storage layer, as used herein, includes
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`media that may be streamed directly from a media capture device, such as a camera, microphone,
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`or other sensor, and may not actually be stored. “Streaming” refers to this process of
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`transmitting a resource representation, whether or not the resource is stored or not, and the
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`representation may be in a format suited to storage, or one specifically suited to streaming. A
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`data stream may itself contain multiple data streams, including both continuous media streams
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`and other kinds of data or resources, including discrete resources, metadata, and the like.
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`Depending on the particular embodiment, streams may contain channels, or channels may
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`contain streams. Linkbases associated with streamed media may also take the form of
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`continuous metadata streams, whether embedded with the mediadata stream or as an independent
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`stream.
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`As used herein, a “browser” or “media browser” is meant to include any kind of
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`presentation system capable of presenting media, and is used synonymously with “user agent” as
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`a process within a device that renders the presentation data for a resource into physical effects
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`that can be perceived and interacted with by the user. A “hypermedia browser” includes
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`browsers that support hypennedia, including standard Web browsers, SMIL players, interactive
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`television presentation systems (including self-contained advanced TVs and TVs with set—top
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`boxes), and the like, and specialized applications capable of presenting hypermedia, including
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`word processors, multimedia and video editors, virtual reality presentation systems, game
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`players, and the like. “Player” or “viewer” may be used as synonymous with browser, and use of
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`any media type descriptor as an adjective with “browser" refers to a browser capable of that
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`media type. Thus any conventional TV set is included as a “browser” or a “TV browser,” and
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`music players and radios are also included as browsers unless otherwise indicated or clear in
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`context. Cases where hypermedia functions are not used are referred to as “linear” or “simple”
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`presentation, viewing, or listening. “Media player” is used to refer to all such players
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`collectively. Similarly, “browsing” is used to refer to any kind of viewing or playing experience,
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`inclusive of hypermedia browsing and simple or linear viewing (such as watching TV), unless
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`otherwise indicated or clear in context.
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`Web browsers are commonly limited to read-only use, except perhaps in use of forms,
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`but other hypermedia systems are not so limited, and as used herein, unless otherwise stated,
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`such as by the term “pure browser” or clear in context, “browser” is meant to include systems
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`capable of resource creation and editing as well, including sound and Video editing. Key
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`functions of a browser include, but need not be limited to, providing access to resources,
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`presentation of resources to the user and navigation of hyperlinks under user control or as
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`directed by the hypermedia resources and links.
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`“Presentation” is meant to include any means of making a resource sensible to a human
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`user, including visual display and audio, as well as any other sensible presentation such as used
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`in current and future virtual or augmented reality systems affecting the sight, sound, touch,
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`haptic, smell, taste, motion sensing, heat sensing, neural or other physiological interface, and the
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`like. In addition to such “output,” presentation also includes recognizing and responding
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`appropriately to user “input” and/or “signals” of any kind that may be provided for, including
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`keyboard, character recognition, touchpad, pointing device, haptic, microphone/speech, and
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`camera, as well as more exotic inputs such as gesture, body movement, brain
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`wave/electroencephalogram, neural or other physiological interface, and the like.
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`“Media format” or, synonymously, “resource format,” as used herein refers to the format
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`of a resource as retained, or potentially retained, as when streamed, in the storage layer and
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`accessed by the browser, including access from local storage, via communications from a remote
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`storage location or server or as streamed from storage or a live capture source. “Presentation
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`format” refers to the format as rendered or otherwise processed by a browser or equivalent
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`viewer or player or presentation system for actual presentation to a human user in sensible form.
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`“Hypermedia system” as used herein refers broadly to all system elements comprising
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`such a system, including the hardware, software, communications, and storage, including
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`portions at a user location, portions at server/peer locations providing content and processing
`services, potentially including the entire Internet or any similar network to the extent that those
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`elements are usable with a hypermedia presentation system and the resources that may be
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`accessible to it. “User system” refers to the portions local to or controlled by an individual user
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`or a group of users of a shared presentation system. “Server” or “server system” refers to any
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`system, whether hardware or software, providing auxiliary services that may be supportive of a
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`user system. “Remote servers” include content servers or repositories, application servers that
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`may perform information processing, searching, e-commerce, or other transaction or support
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`services remote from the user, including TV and video servers, audio servers, other storage
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`servers, including storage area networks (SANS), network addressable storage (NAS), game
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`servers, virtual reality servers, cable and satellite TV and ITV head-end systems, network servers
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`such as proxies and caching servers, and the like. “Head-end server” is meant to be inclusive of
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`other remote servers that may be reached via the head-end, regardless of actual location or
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`function. “Local servers” include analogous services that may be local to the user, including
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`media servers, gateways, controllers, PCs, hubs, storage servers, storage area networks, DVRS
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`(also referred to a PVRs). Peer systems may also provide services in “peer-to-peer” (P2P)
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`systems, and unless otherwise indicated or clear in context, the term server is meant to include
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`peers acting in service provider roles.
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`“User” as used herein refers to any human end-user of a system, and may include users of
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`a shared system. Users may be private consumers or workers in an organization or enterprise.
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`User and “viewer” may be used synonymously. Depending on context, “subscriber” may refer to
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`a user of a subscription service or more loosely to any user. “User interaction session” or “user
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`session” as used herein refers to a series of interactions with a hypermedia system by a user,
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`especially a series having a degree of continuity and relationship in time and with regard to an
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`activity workflow or series of workflows, including concurrent workflows that may be related by
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`a multitasking user.
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`According to embodiments of the invention, a user session may be composed of one or
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`more “browser sessions,” and well as other “application sessions” with other applications. The
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`relationship of such sessions with each other within a user session may vary with different
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`embodiments and with the settings and circumstances. For example, with enhancements to a
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`TV-centric browsing experience, it might normally be appropriate that the base TV program and
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`the related enhancement session be considered as “linked sessions” or sub-sessions that are
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`distinct from one another, so that a browser session transfer is understood to transfer the
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`enhancement session, but not the base TV session. The terms “transfer” and “migrate” are used
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`synonymously to refer to the movement of the locus of work of a session, such as from one
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`system or device set to another. The term “clone” is used to refer to a transfer that duplicates the
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`current resource presentation of a session at a second device set. A migration that deactivates the
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`session at the original device set is referred to as a “complete migration” or “terminal migration.”
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`A user session may be local to the user system or may involve one or more
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`“communications sessions” with remote server or eer s stems, where such communications
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`sessions may be defined in accord with a communications protocol. A user session may be
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`composed of multiple “client/server sessions” (or “peer sessions” or “client/server/peer
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`sessions”, or collectively “remote sessions”), including concurrent such sessions. A “server
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`session” refers to a series of activities performed by a server in support of a series of client/server
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`service requests (and similarly for a “peer session” and “remote session”). Except where
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`indicated otherwise or clear from context, references to peer-to-peer and client/server are meant
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`to be inclusive of one another. Some protocols, such as HTTP for example, may be sessionless
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`(based on request-response sets only), so that a remote HTTP communications session may
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`strictl
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`Y
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`s eakin be com osed of multi 1e se arate communications interchan es at the rotocol
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`level that are related by the server into a single server session, and this can be thought of as
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`constituting a single virtual communications session. Unless otherwise stated or clear from
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`context, communications session is meant to include such virtual sessions.
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`“Shared sessions” or “multi-user sessions” are applicable to multi-user systems where
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`users cooperate or collaborate in controlling an interactive session, are recognized as individuals,
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`
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`and retain their individual identity and state.
`
`“State” refers to the representation of the current state of a system relating to one or more
`
`tasks or sessions, usually in discrete values of some set of “state variables” that can be stored as a
`
`20
`
`“state record” sufficient to define the state fully enough to allow the current activity to be
`
`deactivated and then reactivated, such as in a context switch or shutdown, using the state record
`
`to reset it so that it then behaves as if never interrupted. “Session state” refers to the state of a
`
`user session, for a browser session typically including, depending on the granularity desired, a
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`IPR2016-00047 Exhibit 2002 Page 14
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`

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`Docket No. 4138-4003
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`selection of such state variables as the user identity and related authentication information
`
`(including for example password and certificate information), the identification of active
`
`hypermedia resources and details of how they are currently rendered (such as window sizes and
`
`locations, and scrolling state), link are data for any link currently being traversed, the execution
`
`state of embedded logic components such as Java applets (including the state of a Java Virtual
`
`Machine, JVM), ActiveX controls, Javascript (or ECMAScript, or Jscript, or other scripts), or
`
`FLASH, or other plug-ins, or helper applications, or the like, navigation path history (the ordered
`
`list of resources back and forward from the current resource, corresponding those activated by
`
`the back and forward browsing controls, as well as, optionally, next and previous with regard to
`
`tree branches), selected interaction history, variable user preferences, status of communications
`
`and server/peer sessions (including addresses, ports, identities, and authentication information),
`
`and other current context regarding other internal and external resources, including such
`
`information as may be stored in cookies. Any or all of such information may be stored in a
`
`“state record.” State records may include details of user interactions not yet saved in the storage
`
`layer, including edits and forms field inputs not yet submitted. State may also include data on
`
`link arcs, including trigger data, and on resources, if such data must be transferred to establish
`
`
`
`state in a coordination embodiment in which such information carmot be obtained directly by the
`
`coordinated system. Sessions, software processes, and the like that are characterized by state
`
`variables are referred to as “stateful” and those that are not, as “stateless.”
`
`20
`
`“Software process state” refers to the program environment state of a software process as
`
`it runs on a system. A process typically runs with the support of an operating system, and its
`
`state typically includes the current values of the instruction counter, registers, dynamic memory,
`
`input/output activities, and open or assigned operating system, network, and hardware resources,
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`IPR2016-00047 Exhibit 2002 Page 15
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`

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`Docket No. 4138-4003
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`as well as active sessions with external systems, and is used synonymously with “task,” as an
`
`operating system concept that refers to the combination of a program being executed and
`
`bookkeeping information used by the operating system. Note however that “task” is more
`
`commonly used herein to refer to tasks at the user and/or session level. A software process is
`
`meant to include any of application software, middleware, and system software, and the case of a
`
`pure hardware, firmware, or dedicated implementation is also meant to be included in this usage.
`
`A “process instance” refers to a single process with its associated state information. It
`
`may be possible to run multiple browser process instances on a single computer, sharing some
`
`system resources, such as caches, persistent storage, network access, and the like, in common,
`
`and thus having some state elements in common. Depending on implementation, a browser
`
`instance may allow for multiple presentation windows to be open, each presenting a different
`
`resource (and, as for example in MSIE, each supported by a separate process thread within one
`
`browser process). In such cases, depending on context, browser state may refer to the entire set
`
`of state information for all active browsers or the information for one browser instance (also
`
`referred to as one browser), for all its active windows. The term “current state” may be used to
`
`denote more limited state information on the single window, or single browser instance that is
`
`
`
`currently in focus for user interaction.
`
`“Context” may be used as generally synonymous with state in referring to the
`
`information needed to allow a session to be interrupted, moved, copied, restarted, or otherwise
`
`20
`
`shifted without apparent loss of context beyond the intended change. Context may also be used
`
`to refer to broader aspects of state that go beyond and are external to the state of the application,
`
`hardware, software, and network, to include the user, both in regard to his session, and
`
`potentially to the broader situation and environment of the session, including aspects that may be
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`Exhibit 2002
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`Page16
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`IPR2016-00047 Exhibit 2002 Page 16
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`

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`Docket No. 4138-4003
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`sensed or inferred. This broad usage of context is defined (by Dey in “A Conceptual Framework
`
`and a Toolkit for Supporting the Rapid Prototyping of Context-Aware Ap

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