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        Computer user interface architecture that saves a user`s non
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1.         241    01496 jenuew                     jenuew             u        I      7              ue1S       0    2              196                yaiym efed Aue  JO            au je            e s                          aui    peurejuo2               91 185               siy  asn ued noA                 5      St                                     jo  jurod Guyyeys 10           doy eu     abed ues   s d  5uo5 21529                   US 7 496 830 B2    Sheet 9 of 11    Feb  24  2009    U S  Patent        SNINE sy jo 3SH     aed quand eu 20   1881                   9        ejdsip nim                siu       9     631     4           sBuiddjp   pue                                                               ued               ojpne  pue  usia senpn ed e    pappe ueeq          eu suopeouue Aue         i                          Sujdde 1  SNOLLYLONNY AAOHS ITIH        atO    4009 30900         Jano          Supeoy e se 3j Aejdsjp pue eBed yuewno      yo   doo  epu098s e ez  alj  M                       uo Budde          4 S  HL         T uaou  mata uj Aqua uno si ze                3                       uei                31ON                 deL  310   LYISNI                 o 3523102      ao          Baipz0g   q paaip2qo                iid 3 q0  DAD        spaoara o          21   ajout  348    3094000 Jo 8042 uadeu  Sn0JA81d    eat se         ooq      uj                             Auowwea  3        Tuose      Jaquinu          ay  uo            EWN 3514    a            
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4.   09 456 127  entitled Bookmarking and Placemarking a  Displayed Document in a Computer System  filed X  which is  incorporated herein by reference  Example bookmarks 800  and 802 are depicted in FIG  8  Ink annotations are described  further in commonly assigned and currently pending U S   patent application Ser  No  09 455 805  entitled System And  Method For Annotating An Electronic Document Indepen   dently Of Its Content  filed X  which is incorporated herein by  reference  These annotations may be performed with not only  different input methods  but adapted to the most convenient or  natural one  such as a finger for highlighting  a stylus for  writing or doodling  and speech for lengthier commentary    Storing Annotations   The annotations exist apart from the content  as files with  links to the content   therefore annotations can be displayed  not only layered on the content in appropriate positions  within the content  such as  for instance  note 1000 in FIG  10   but in other locations and visualizations  That is  each of these  annotations is available to the user not only in situ  in the  content where it was created  but cross referenced in auto   matically created indices which can be manipulated much as  described in the Viewing History section above  by time  by  appearance  by site  document  section  page  etc  Likewise   annotations could be shared  selectively shared  or kept pri   vate with the kind of functionality described in the Collabo   ration sec
5.   Feb  24  2009    U S  Patent    ua seq samun Que L o   soydey   ued sity        6z 191deuo   JIS MON V 02 dey   peram  noq 4z                         92 1               speq peurg Sz                               AYOoy eq jo   doos  l  1 eu   Pz 1         2    e orqeA e noefoid eu    z saydeyo   SPIS pantun  em Jo u  zntO M  N eu  zz 1  1deuo   Jregjy uy soseueyy ueurqouo14 v                            eysodny pueyoeny oz 1  44                      auon V      19 deuo   ezuepy eu jo JeBuesseg ayy  gr 19 deuo   yoqedsiq                       v  Lt saydey   PeIqUINJOD         9               2   Sunse        Jo      eq   Sr     1                                            1e1deuo   TH suos      sadeg   49203 1920 zt z   deuo   Sex   L pue eptzojq   11 uaydeyy                Jo suomi Sz  A Aweug             1949                        em jo uonsend         6                               om jo A1ONIH  8 ideya   peg uouueg   y  jo                     1e1deuo   jeneg pue eouesouBy      sun                      yL 9 edeg             atp jo aouewoy         5 te1deu5                  jo   10     19540 2                 P 1oYdeu5                          sjuepiseigeuijoioegH   ejdeq                                                                  s eueomregjuaprsaid z              uoo IN oy  O  Yq P H  ouy       d                                9          Senn    Fra ar ia ig a N                     EINE    SLNE LNOO dO TIV L                                                       318
6.   US 7 496 830 B2    Sheet 10 of 11    Feb  24  2009    U S  Patent    aed b he ie                   E  545            d     hi  a  I    SC    OL    V pies                                             ur  uo uey    e JOYLI p noA T                                                        PS            94 01 SJEY M  ol ymy     P anu ep  803ON          mot                               8007     upumsnq        perde           z  yunt v                 pres               Wu    on eM don qnp ang      p                                            1594 Kur  3uepiseid    em teueotqreq  ieu          peuure  poom em      o8         e u  os nod                            PIPMOPTEI                   axe        q p     a    usaq peq ym                 Sjo3ej Sui jes       perdn2oo          Sun 10A ueurqsnq        tre SEM eeu T           Inoq we        19p4oq om possed          asnu eueotqeg     j eQ    pue sinoy        apun    9     jo 651    weuruarj V        TZ 191deuo    91                        yore JOU p noo Ley   spjerjeor  pue sxee1o                                                      pey pue    mop                   sure d eq pesso1o peq aq pueuepiy PYON                           em 3nq     Spsepour     petid    fae               K amp 1oue yonu        wy                                     pey uoraeduioo    sty               uepiV  PYON           jere      suourep PYM      sInoq 104 0188   45        dn          pue    sZop reu  44  perueduroooe                 SINUL A 51015200095  U
7.   being a built in document  these are just documents that  a PV UI happens to contain by default  The list can be  customized as desired  Possible standard built ins are   Sign in Page  This document provides the form for sign    ing in if and when a PV is set in a secure mode    Start Page  An example Start Page is depicted in FIG  5   This is the central starting point for the PV UI  From  here a user can link to any content  including UI   accessible to the user  for instance  documents on the  PV itself as well as in the user   s desktop workspace  and the Internet  The Start Page may take the form of  a personal newsletter    My Documents 520  This is a folder listing of all the  documents a user has read  authored  subscribed to  or  purchased  It is essentially a catalog of a user   s per   sonal library  It supports various views to let a user get  an overview of what content the user has and to find  the content that the user is looking for  My Documents  may have links to other PV content like the Address  Book and Guide Book  for instance    Guide Book  This is both the PV   s help document and  the PV   s user interface  Example pages of a Guide  Book are shown in FIG  7  The UI is embedded in the  Guide Book as links that perform UI functions  according to the principles of this invention  The  Guide Book includes the Quick Help page of fre   quently used UI commands  FIG  8 depicts an  example Quick Help page    Map book  A book of maps  including the current s
8.   ways  such as an underlined blue label  a button  an icon  ora  graphic image  They can be copied from one place to another   moved  and deleted  Their properties can be manipulated   such as to change their appearance or to preset some or all of  their parameters  Commands can also be created the same  way that any kind of link is created  via a Link command   which establishes a link between a source and destination that  the user specifies  in the case of creating a command link  the  destination is an executable object such as a command script  or binary  Everything users can do to a link  or to objects in  general  since a link is an object   users can do to commands    Guide Book   Users get at commands by navigating to a page where the  desired command is found  The documents with links UI is  organized to make frequently used commands a single navi   gation step away  or through customizations  no steps away   Less commonly used commands may take more steps to get  to    The documents with links UI includes a self explanatory  document  the Guide Book  This is literally a readable manual  that users can go through in a logical order  a page at a time   like any current user manual  The difference is that each  command mention is an active command instance that can be  invoked in place  A variety of Quick Help pages and indices    US 7 496 830 B2    7    make it easy to get quick access to sets of commands that are  commonly used together  that are logically related 
9.  12     United States Patent    Rubin et al     US007496830B2    US 7 496 830 B2  Feb  24  2009     10  Patent No     45  Date of Patent         54      75      73             21      22    65      63      51    52      58      56     COMPUTER USER INTERFACE  ARCHITECTURE THAT SAVES A USER S  NON LINEAR NAVIGATION HISTORY AND  INTELLIGENTLY MAINTAINS THAT  HISTORY    Inventors  Darryl E  Rubin  Redmond  WA  US    Andrew C  Baird  Kirkland  WA  US    John L  Beezer  Redmond  WA  US    Jonathan C  Cluts  Redmond  WA  US    Susan D  Woolf  Seattle  WA  US     Assignee  Microsoft Corporation  Redmond  WA     US   Notice  Subject to any disclaimer  the term of this  patent is extended or adjusted under 35  U S C  154 b  by 420 days     Appl  No   10 875 174    Filed  Jun  25  2004    Prior Publication Data  US 2004 0233235 A1 Nov  25  2004    Related U S  Application Data    Continuation of application No  09 456 975  filed on  Dec  7  1999  now Pat  No  6 820 111     Int  Cl   G06F 17 00  2006 01   USCh eun 715 206  715 205  715 208   715 240  715 853  Field of Classification Search 715 500 1   715 501 1  206  205  208  240  853  See application file for complete search history     References Cited  U S  PATENT DOCUMENTS    5 146 552 A 9 1992 Cassorla et al     5 237 648 A 8 1993 Mills et al      Continued   FOREIGN PATENT DOCUMENTS    EP 0342838 A 11 1989     Continued   OTHER PUBLICATIONS    Hirotsu et al     Cmew U   A Multimedia Web Annotation Sharing  System   NTT Network In
10.  369 811  6 370 497  6 377 983  6 389 434  6 393 422  6 397 264  6 405 221  6 418 421  6 421 065  6 425 525  6 437 793  6 437 807  6 446 110  6 457 013  6 460 058  6 484 156  6 486 895  6 490 603  6 529 920     gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt          1 2000  1 2000  2 2000  3 2000  3 2000  3 2000  3 2000  4 2000  4 2000  4 2000  4 2000  5 2000  6 2000  6 2000  6 2000  7 2000  7 2000  8 2000  9 2000  10 2000  10 2000  11 2000  11 2000  11 2000  11 2000  12 2000  12 2000  1 2001  2 2001  2 2001  2 2001  3 2001  3 2001  3 2001  4 2001  5 2001  5 2001  6 2001  6 2001  7 2001  8 2001  8 2001  8 2001  8 2001  9 2001  9 2001  10 2001  11 2001  11 2001  11 2001  12 2001  12 2001  1 2002  3 2002  4 2002  4 2002  4 2002  5 2002  5 2002  5 2002  6 2002  7 2002  7 2002  7 2002  8 2002  8 2002  9 2002  9 2002  10 2002  11 2002  11 2002  12 2002  3 2003    Harada et al   Herbert  III  Finkelstein et al   White et al   Astiz et al   Himuel et al   Danneels  Bertram et al   Gill et al    Tran  Kessenich et al   Ho   Bates et al   Wen   Sidana  Mortimer et al   Buxton et al   DeRose et al   Kanerva et al   Jaremko et al   Lebling et al   Jain et al   England  Fraenkel et al   Rangan et al   Bates et al   Fogg et al   Tarpenning et al   Bates et al   Bauersfeld et al   Chen et al   Ferrel et al   Fiedler   Umen et al   Himmel et al   Borman et al              715 501 1  Pacifici et al   Shwart
11.  Al  2002 0194260 Al  2005 0060138 Al    7 2002 Gottfurcht et al   7 2002 Rubin et al   12 2002 Headley et al   3 2005 Wang et al     FOREIGN PATENT DOCUMENTS    EP 0 822 501 Al 2 1998  EP 0 890 926 A1 1 1999  EP 0 902 379 A2 3 1999  WO WO 87 01481 3 1987  WO WO 96 20908 7 1996  WO WO 97 22109 A 6 1997  WO WO 98 06054 2 1998  WO WO 98 09446 3 1998  WO WO 99 49383 9 1999  OTHER PUBLICATIONS    Kuo et al      A Synchronization Scheme for Multimedia Annotation    Multimedia Information Networking Laboratory  Tamkang  University   Taiwan  IEEE  1997  pp  594 598       Hucklefine Defined   Apr  1990   http   www ylem org artists   mmosher huck html   pp  1 3       Tour of Korea Hypercard Stack   1996  Grose Educational Media      http   www entrenet com  groedmed kor2 html     pp  1 2   Bizweb2000 com   screenshots of an e book  published on May  1999        1 4   http   web archive org web   http   www   bizweb2000 com eshots htm     Schilit and Price     Digital Library Information Appliances   ACM  Conference on Digital Libraties  Jun  23  1992  pp  217 226     Graefe  et al     Designing the muse  A Digital Music Stand for the  Symphony Musician   Proc  of Conf on Human Factors In Comput   ing Systems  Apr  13 18  1996  pp  436 441    Crespo  Chang  Bier  Computer Networks and ISDN Systems   Responsive interaction for a large Web application  the meteror  shower architecture in the WebWriter II Editor   1997  pp  1508   1517    SOFTBOOK   Press The Leader in Internet Enabled D
12.  FIG  1 include a local  area network  LAN  112 and a wide area network  WAN   113  Such networking environments are commonplace in  offices  enterprise wide computer networks  intranets and the  Internet    When used in a LAN networking environment  the com   puter 100 is connected to the local network 112 through a  network interface or adapter 114  When used in a WAN net   working environment  the personal computer 100 typically  includes a modem 115 or other means for establishing a  communications over the wide area network 113  such as the  Internet  The modem 115  which may be internal or external   is connected to the system bus 130 via the serial port interface  106  In a networked environment  program modules depicted  relative to the personal computer 100  or portions thereof   may be stored in the remote memory storage device    It will be appreciated that the network connections shown  are example and other means of establishing a communica   tions link between the computers can be used  The existence  of any of various well known protocols such as TCP IP  Eth   ernet  FTP  HTTP and the like is presumed  and the system  can be operated in a client server configuration to permit a  user to retrieve web pages from a web based server  Any of  various conventional web browsers can be used to display and  manipulate data on web pages    FIG  2 shows a tablet and stylus computer that can be used  in accordance with various aspects of the present invention   Any or all 
13.  and Simple   The Ul architecture of this invention  also referred to herein  as a    documents with links UI     supports creation of UI   s  that have essentially zero clutter  and few concepts to master   In this way  it is a major departure from prior art UI   s using a  desktop metaphor  The user of a documents with links UI  according to this invention focuses primarily on content and  not on UI appurtenances  Starting with just knowledge of how  to page through a document and to follow links  a user can  learn how to do any other UI operation  Significantly  the  documents with links UI works without drop down menus   toolbars  windows  or other cluttering UI elements  although  some of these elements may optionally be made available  where they are desired     Content and UI are Unified   In the UI architecture of this invention there is essentially  no distinction between UI pages and content pages           and     content    are the same thing  and exist in the same navigation  space  As described in more detail below  smart next previous  logic and intelligent management of the navigation chain  solve technical problems caused by treating          and content  as the same thing in a unified navigational context    Because there is no seam between UI and content  no  notion of    dual    spaces  the documents with links UI is con   ceptually simpler for the user than a model that has separate  UI and content webs  The one space model is also more  powerful and cust
14.  and move mouse   Jotting is done via the keyboard  i e   the user gets text   instead of ink    The mouse supports a few other idioms as follows  These   and other idioms can be customized    Right click brings up a context menu  the same one that a   hold operation at this location would    Mouse wheel does page forward and back operations    Clicking the mouse wheel third button links to the Quick   Help page    Navigating   Hyperlinking   One way to navigate is by hyperlinking  The PV UI renders  textual hyperlinks using a visual emphasis similar to the way  a prior art browser does  Tapping a link will navigate the user  to the linked to place  The user can use the Previous and Next  operations to move along the link chain  The PV UI Start Page  can exist as the most previous document page in the chain    A user can also hold a link  Doing this will perform a  link specific action  The default behavior for hyperlinks is to  present preview information about where the link will take  the user  1      document name and document position infor   mation and or a thumbnail view of the linked to document   Continuing to hold the link could cause the preview informa   tion to expand into a navigational map of the link context  emanating from the link the user is holding  Popup menu  choices could also be presented allowing the user to manipu   late the link  such as to change its properties    When the user releases a held link no navigation occurs   The user can tap the link t
15.  could also be included  What appears on the  Start Page can be both user configured as well as configured  from profile information the PV UI has learned by observing  a user s browsing and e mail reading patterns and the like    User can Modify Start Page   Advanced users can perform the same kinds of operations  on the interface itself as those performed on content  If the  default components on their Start Page are not to their liking   they can delete or alter even system offered components such  as Mail Messages  Or  for instance  if the automatic page  number used by the bookmark header is insufficient for rec   ognition  they can alter its text  color or any other property    Audio Recording and Annotation   The PV UI supports the creation of audio clips that can be  used for annotation of any displayed document  The clips are  basedonatimeline model in which audio  or video  recording            0    jak    5    40    45    24    is a data stream parallel to and synchronized with the material  in a document  If the user has changed pages while recording   then the clip when played back will also change the page  when the appropriate place in the audio clip is reached  The  interface supports both document and page specific audio  notes as well as global recording  The interface is presented  with cassette like controls  including index forward back and  editing  Each clip is stored as an individual document and can  be sorted and filtered to present the clips in mult
16.  display and or a dual display   Some dual display UI actions will cause only the rightmost  display image to be replaced  When this happens  the original  image may or may not be shifted to the left display when this  happens  A rule that can be used is that when the UI action was  invoked from a link or menu action initiated on the right  display  the image is shifted to the left display and the new  page opens on the right  If the action was initiated on the left  display  the new page simply opens on the right and no shift  occurs  The result is that the new page opens on the right and  the page from which it was initiated appears on the left    For a single display PV  the current display image is simply  replaced by the new page  A user can use the Previous and  Next functions to flip between the original and new pages    A PV can be held horizontally or vertically  Further  dual   display PV   s can treat the two displays as separate pages  or  as halves of the same  large  page  The PV can adapt its  assignment of case touch zones and display areas to present a  consistent geometry to the user regardless of its orientation  and display mode  That is  the PV re maps its definition of  things like    upper left corner    and    right margin    to be con   sistent with its current orientation    Gestures for Performing PV UI Actions   While other suitable input equipment could also be used   PV Ul actions will be described as occurring via touch opera   tions using a fin
17.  heuristics are  described further  in the context of navigating to a particular  portion of the Guide Book  in commonly assigned and cur   rently pending U S  patent application Ser  No  09 456 952   entitled Method and Apparatus for Providing Help and Set   tings Control to Users of an Electronic Book  filed X  which  is incorporated herein by reference    Frequently Used Links   The PV UI could also provide commands  actually links   embedded in the page that are related to the kind of material  on the page  In a mail message for example     reply       reply  all     and    forward    are links so frequently used as to warrant  their inclusion directly on the page  There may be other com   mands or links used so often that they are dynamically  bubbled up  or in the case of linear reading  used so infre   quently that none appear  The second level of visibility        hold on the page for more information      offers a more  extensive list  If none ofthese satisfy the user s need  the user  can summon the Guide Book    Start Page   The top level ofthe PV UI provides the user with a Personal  Newsletter or Start Page  which is the launch point for many  activities  An example Start Page is depicted in FIG  5  High   lights might include urgent mail messages  projects  PIM  items  documents  news  which could be divided into system   offered default components  such as Messages  Notes  Clip   pings  and the like  Favorite links that the user wants to keep  readily available
18.  issued the New command  Physi   cally  the object may be stored in the user   s sea of    free space     in a hidden system folder  not part of any folder the user is  aware of  unless and until the user chooses to file it some   where    The user does not need to put documents into a filing  hierarchy or save them  This is because the documents with   links UI stores all navigational history  Accordingly  users can  find the documents they create by viewing or searching their  history map  A user could file a document into a folder as an  optional step  using a Save As command or by manually  creating a link in the folder that leads to the document  the  Save As command could be simply a shortcut for creating  such a link   Also  the user could use Save Save As to update  or create versions of a document in the filing hierarchy as  desired     EXAMPLE HARDWARE PLATFORMS FOR  IMPLEMENTING ASPECTS OF THE  INVENTION    FIG  1 is a schematic diagram of a conventional general   purpose digital computing environment that can be used to  implement various aspects of the invention  Computer 100  includes a processing unit 110  a system memory 120  and a  system bus 130 that couples various system components  including the system memory to the processing unit 110  The  system bus 130 may be any of several types of bus structures  including a memory bus or memory controller  a peripheral  bus  and a local bus using any of a variety of bus architectures   The system memory includes re
19.  known input  devices     EXAMPLE STEPS FOR IMPLEMENTING  ASPECTS OF THE INVENTION    FIG  3 is a flowchart showing simplified steps at a high  level of abstraction for implementing a UI architecture  according to the principles of this invention upon start up   Processing begins at start block 300  In step 302  the system  checks to see whether there is a prior existing state  If there is  a prior existing state  then that state is used as the current state   Ifthere is no prior existing state  then in step 304 the system  retrieves a previously stored default prior state and assigns the  value of that default state  which could be  for instance  a  default start page  to the current state  In a preferred embodi   ment  like other content and UI  the current state is stored as  a document that contains links     In step 308  the system waits for input from a user  Upon  user input  the system determines the nature ofthe user input  in step 310  Gestures for performing UI actions are discussed  below  The nature of the user input could include a combina   tion of the input device  such as a pen  and the gesture per   formed by the user  The system then determines the region of  the user input in step 312  and  based upon the region of the  user input  determines an object associated with the region in  step 314  The system then determines an action to be per   formed based upon both the nature of the user input and the  object associated with the region ofthe input in step 31
20.  margin of rightmost display 518  clipping tabs   Clippings or other objects placed here are associated  with the containing page    Inner margin to right of spine 600  see FIG  6   dual  display PV UI   no default use    Inner margin to left of spine 602  no default use    In the above list  examples of other objects that may be  present in any of the margins are user annotations    A user can reassign which functions are associated with  which margin  Accordingly  the margins may be referred to as  the bookmark  document  clip  and command margins   respectively  Of course  other suitable default margin  arrangements could also be used  For instance  there could be  a zone around the entire document that is outside the docu   ment called the edge zone or zones  The edge zones could  contain command shortcuts and other kinds of links  Com   mand and shortcuts and toolbar tabs could prefer the lower  edge zone  and links representing the thumbnail view of  documents could prefer the left and upper edge zones   Because a page margin would not be needed for carrying  command links  clipping tabs could by default use the left  margin of the left page for clippings on the left page and the  right margin of the right page for clippings on the right page   The inner margins could remain unused  except if the user  puts annotations or other links there    The difference between the margins only embodiment and  the edge zones embodiment is that  in the margins only  embodiment  the u
21.  of claim 9  wherein the  history view map depicts the stored navigational history non   linearly    11  The computer readable medium of claim 9  wherein the  history view map depicts the stored navigational history  restricted to a particular time frame    12  The computer readable medium of claim 6  wherein the  second navigational path includes one of the plurality of user  interface documents and one of the plurality of user content  documents    13  The computer readable medium of claim 12  wherein at  least one page of the first and second navigational paths is the  same page    14  The computer readable medium of claim 13  wherein  the same page is one of the plurality of user interface docu   ments    15  The computer readable medium of claim 13  wherein  the same page is one of the plurality of user content docu   ments    16  The computer readable medium of claim 1  wherein the  user interface includes only one set of navigation controls to  navigate the generated user interface  and wherein the single  frame including at least one user content document and user  command document is displayed in only one navigation  space navigated by the only one set of navigation controls    17  The computer readable medium of claim 1  wherein the  user command documents include information describing the  user interface commands  the information describing the user  interface commands including active command instances of  the user interface commands    18  The computer readable 
22.  or that are  typically used as part of a given scenario  Such Quick Help  pages could be assembled dynamically based upon the con   text of the document or documents being viewed by the user    Users can also use search to find commands  This could call  into play an intelligent user assistant or other conventional  help mechanisms when appropriate    Even if all commands were only one navigational hop  away  however  the documents with links UI would not be  ideal  because users want the most common commands to be  zero hops away  Users also want context sensitivity to com   mand presentation  like that provided by conventional context  menus  The documents with links UI therefore accommo   dates things like toolbars  context menus  and other UI short   cuts that the user can customize  Like everything else in the  documents with links UI  shortcuts are implemented as  documents with links  The UI shortcuts can be conceptual   ized as being layered on top of the base documents with links  UI  yet shortcuts are actually constructed out of the same  components that comprise the documents with links UI   documents with links    As a user looks up commands from the Guide Book  the  user will learn short cuts so that the more a user interacts with  the UI  the less often the user will typically need to navigate  to the Guide Book  Therefore  shortcuts will be discussed  below  with reference to a preferred embodiment of this UI  architecture implemented on a personal viewer  as 
23.  recently  selected area  All commands that are configured to operate on  selections will operate on that most recently selected area     US 7 496 830 B2    9    Having executed  they will trim the navigation context at the  branch point that leads from the current selection to the com   mand itself    The benefit is that users are free to link into the web of UI  pages  exploring them as necessary to find the desired com   mand  and then to invoke it  The act of doing so will end up  trimming all the UI navigation from the context  leaving the  user back where the user was before navigating to UI pages   Note that depending on the length and content of the naviga   tional path between the command and recent selection  the UI  may show the user the target and prompt the user to confirm  before proceeding    Note that if no selection exists when a command is  executed  then the next selection the user establishes will be  considered to be the most recent selection for purposes of  determining the command target  In this case  after the user  makes the selection  command buttons will be presented in  context with the selection by which the user can confirm or  cancel execution of the previously selected command  Of  course  other suitable methods of determining what selection  to operate on are also possible  For instance  one such method  is to allow only a single selection to be extant at a time  That  is  any time a new selection is initiated  any prior selection is  cancell
24.  screen that give the user  direct access to UI help information can also be provided    Because the Guide Book is simply content  operations that  may be performed on other types of content  such as the Start  Page  the UI  and content in general may also be performed on  the Guide Book  Unlike prior art user interfaces  the way a  user gets help for performing a function and the way the user    US 7 496 830 B2    25    performs the function are the same  To perform a function and  to get help for a function  the user simply activates a link     CONCLUDING REMARKS    The foregoing has described a user interface architecture  based on documents with links that facilitates creation of  user interfaces that allow users to read  annotate  collaborate  and perform other tasks typical of knowledge work  as well as  alter the interface to best suit their work patterns  It will be  appreciated that many modifications and variations of the  invention are possible  and the specific examples and descrip   tions herein do not limit the scope of the invention    We claim    1  A computer readable medium having computer execut   able instructions that  when executed by a computer  cause the  computer to perform steps of    generating a computer user interface comprising a plurality   of user interface documents having links and a plurality  of user content documents having links  the user inter   face documents including user interface commands   wherein the generated user interface inclu
25.  several steps  and then navigates through a different  set of links  the user is still able to go    back    and then retrace  the original path of links they navigated  With prior art brows   er s this is not possible   recollection of the first set of docu   ments that were backed  over is lost    Further  the PV UI maintains a nonlinear navigation con   text that records every place a user has ever navigated to   when in time the user was there  and where the user went to  from there  This  in turn  allows a user to navigate from  general content pages into user interface pages  perform inter     20    25    30    35    40    45    50    55    60    65    22    face functionality  and then return to the user s documents  without losing what the user s navigational context was  before navigating to the user interface pages  As described in  more detail above in the Rich Navigation And Maintaining  The User s Navigational History section  this invention auto   matically removes navigation from the beginning of naviga   tion into UI pages that lead up to performance of some UI  functionality so the user s navigational history does not get  cluttered with navigation within UI pages  Saving the user s  navigation history may also help a user retrace navigational  steps that the user would not otherwise be able to remember   For instance  suppose a user does not remember where they  were when they viewed some content they liked  If the user  remembers where they had been before
26.  their linear navi   gation chain  the documents with links UI doesn   t forget all  the twists and turns of where the user has been just because  the user backs up and proceeds in a different direction  The  documents with links UI stores not only where the user has  been  but also the path s  the user took to get there  The user  can use the history map and or the Next Previous commands  to get back there again    The Next function works in this network style navigational  context by using heuristics to pick which path forward the  user most likely intends  The most basic rule is to pick the  forward path along which the user backed to the current node   Other rules provide additional intelligence to account for a         0    an    5    40    45    60    65    8    user   s known navigational patterns  such as whether the user  got to the current node by navigating back by individual pages  or by groupings of pages  such as by site   or by linking from  a parent to a child  The Next function could include options to  present a user with a list of forward choices  textually and or  as a map in which the user could zoom into desired areas  In  this way  the user can control which branch to take  ifthe user  is not satisfied with the documents with links UI   s selection     Part of what makes the navigation and context trimming  heuristics possible is built in knowledge of logical levels of  information grouping  For example  the documents with   links UI can include knowled
27.  they viewed that  content  then the user can navigate to this prior place and  query navigational history for everywhere they had navigated  to from that particular location    This is very unlike prior art multi windowing UIs in which  each application has its own navigation history that can not be  integrated with the history of other applications a user is  concurrently running  For example  suppose a user runs a  word processor and a browser concurrently on a desktop  computer  The user can switch between them in a way well  known in the art  The word processor and the web browser  will both have their own state information  In other words  the  word processor and the web browser will each be separately  nested in their own experience of history or navigation  As a  result  if the user switches from the word processor to the  browser  visits a few web sites and wants to return to the word  processor  the user will not be able to get back to the word  processor by hitting the browser s    back    button  The  browser and the word processor essentially exist in separate  contexts  with each context having its own state information  and unique history    Annotations   Making Annotations   The PV UIallows a user to interact with content and the UI  to make either or both more memorable  via bookmarks   clippings  highlights  overlaid and embedded ink and audio  notes  Bookmarks are described further in commonly  assigned and currently pending U S  patent application Ser   No
28.  user   s To  field fill in  choices  The user has the full power of the normal UI for  navigating  viewing  and searching  the address book and can  navigate to other documents containing addresses where the  user can make other choices  Note that because the selection  state is associated with the path the user took to reach the  address book  the user will see the TO  items highlighted in  the address book only ifthe user links to the address book  or  successor nodes  via the TO  field in question  Thus  the  existence of an active To  field does not interfere with other  uses of the address book or with other active To  fields    This is a significant principle of the documents with links  UI  the path a user takes to reach a document typically affects  the behavior and presentation of the document  This is a way  to achieve state like behavior without requiring special  modes or UI mechanisms like dialogs  The implementation of  chooser fields is one of the more important uses of this con   cept    Modeless UI   Unlike prior art UI   s  the documents with links UI is  essentially modeless  For example  a user could be involved  in filling out a form for carrying out a UI operation such as  creating a formatting style for a table  In the middle of doing  this the user could navigate away from this UI form and get  engaged in some other UI operation  such as filling out  another form for a different purpose  and then  at any time   navigate back to the original  incomplet
29. 3 ayy              US 7 496 830 B2    Sheet 7 of 11    Feb  24  2009    U S  Patent                                      Sjnayous e           aui      0 Apoq eu uy ereyaiue  eaae  uuroyed ues noA                   I    18quinu abed ayy         0  dunf uea nod            e         u3ns    sapeay                         uo Bas        jeu jo  uoiyod Aue         Inoqe                              196 0j Japso     pjoy 0j   nu luoo  pue              e u                                               1x  luo2                    Moyoup           2   1no                                          pue                     pej2ojes          4x9         jo              5  yeyy  Burddij3      ajeaia                   jo                           ay               uay   eBed          pa             uoruod e                                            yong 1eul                                            yey  o           196 0j x2eq                 asn ues nod yoy  eBed yey    uo               pasu  jwa                  jo            seddn ay     dey nod ji    sy4eurjoog   S3do2u02 21528    jenuew Buyjesado       jenuew                                    31004383        Jo               awos                                       ji    2004 djey  e dn sje              siyy  2984S         51001              S       US 7 496 830 B2    Sheet 8 of 11    Feb  24  2009    U S  Patent              ewnqume      40 351 e  eBed 3uaun3      10                  4 eig Aedsip yit                siu Sujdde    16
30. 311414084    1    suddo  pue  SHEURIOOY Bunyan pue Supmesp uad    sazou          pue  esed                              SA                                      Aous                     uo Su dde 1  SNOLLV   LOMNY  AOHS 3 IH                               d                 se 41 Aejdsip pue eSed yaum eu jo Adoo                                           5         aed            9300  ohne  40                          310N 1  35         deL  310   LU3SNI  Pe ak Tr MEE    ee hap fo 3u2 800 2g                B  jpjoy Aq                 ypu              qp ibAb aso Spana aod Saymojzof 941     4             1238                  0        1                snojAeud  tansyon se           yooq zep uj                               juowwoo  JO FSEQuasaud p aaquunu               uo 3ujpjoH   YIEVINN 39Vd    E     lt                     5870           uon2ajes                                  pue 32exe ue              jj                yo             S ET      pue         j   unie  e BUHIGAS  ONIddITD  BREZAT 3ed yep 0                Uado          yreunooq e Budde                  Uy esja                                   j   aBed        uo                                   aged e                saddi      u  Buddel  ONDUYWHOOa    es    your  004 ely 40 eBed                                                Ae1dsIp eu Jo              episyno       MOLE 3jaj                     1  3974 5                                           had              BIGM                  240                         
31. 6  The  system then performs the action in step 318  The system then  loops back to step 308 to wait for more user input     FIG  4 is a flow chart showing simplified steps for imple   menting the    display state  step  step 306  in FIG  3  Refer   ring to FIG  4  processing begins at block 400  In step 402  the  system retrieves a link from the previously saved display  state  which may include a list of active or visible links  The  retrieved link s display properties are examined in step 404   In step 406  a frame is then displayed based on the link s  properties  In step 408  a check is performed to see whether   based upon the link s properties  linked to content or other  information about the linked to document is to be displayed  in the link   s display frame  If such content or information is to  be displayed  then the link s target is examined  as depicted in  step 410  Otherwise  there is typically no need to examine the  link s target  Then  in step 412  the link  with or without  content or information or both from the linked to document   is displayed in the display frame  Steps 402 412 are repeated    20    25    30    35    40    45    50    60    65    14    until the check for more links in the current display state fails  in step 414  Display state processing then ends in step 416     Preferred Embodiments of the UI Architecture for a  Personal Viewer    Various preferred embodiments of the documents with   links UIofthis invention are described herein as 
32. 61 683  5 784 058  5 786 814  5 790 818  5 801 685  5 801 687  5 802 516  5 819 301  5 821 925  5 822 720  5 826 025  5 832 263  5 835 092  5 838 313  5 838 914  5 845 262  5 854 630  5 860 074  5 862 395  5 877 757  5 893 126  5 893 132  5 918 236  5 920 694  5 923 326  5 924 104  5 931 912  5 933 139  5 933 140  5 937 416  5 940 080  5 948 040  5 950 214  5 956 034  5 956 048  5 978 818  5 982 370  5 983 248  5 986 665  6 011 537  6 012 055  6 018 334  6 018 342    U S  PATENT DOCUMENTS    8 1993  12 1993  9 1994  2 1995  7 1995  7 1995  11 1995  9 1996  11 1996  4 1997  4 1997  5 1997  5 1997  7 1997  9 1997  10 1997  10 1997  11 1997  11 1997  2 1998  2 1998  2 1998  3 1998  3 1998  4 1998  4 1998  6 1998  6 1998  6 1998  7 1998  7 1998  8 1998  9 1998  9 1998  9 1998  10 1998  10 1998  10 1998  10 1998  11 1998  11 1998  11 1998  11 1998  12 1998  12 1998  1 1999  1 1999  3 1999  4 1999  4 1999  6 1999  7 1999  7 1999  7 1999  8 1999  8 1999  8 1999  8 1999  8 1999  9 1999  9 1999  9 1999  9 1999  11 1999  11 1999  11 1999  11 1999  1 2000  1 2000  1 2000  1 2000    Morgan et al   Norwood  Agulnick et al   Milne et al   Beernink et al   Matheny et al   Webb et al   Gough et al   Judson  Rivette et al   Levine et al   Zellweger  Warren et al   Aihara et al   Logan   Levine et al   Beernink et al   Volk et al   Pritt   Graber et al   Moran et al   Hoddie et al   Barrett et al   Rothrock et al   Rowe et al   Pisutha Arnold  Berman et al   Munyan  Logan et al   LaStrange et 
33. 7 496 830 B2    Sheet 2 of 11    Feb  24  2009    U S  Patent                       Z    ld             U S  Patent Feb  24  2009 Sheet 3 of 11 US 7 496 830 B2    300                  302  prior  existing No 304  state   get default  state  Yes    display stat  aoe  308    310    determine nature of user input  determine region of user input    314 determine object associated with  region    316 determine action based on input  and object    312    318    FIG        U S  Patent Feb  24  2009 Sheet 4 of 11 US 7 496 830 B2      get the next link in the current display state  examine the link s display properties  display a frame based on the link s properties    408    400    402    404    406        display linked  Yes  to content             es  examine link target    412    display link in frame    414               more  links in  the current  display  State        US 7 496 830 B2    Sheet 5 of 11    Feb  24  2009    U S  Patent                                  ubiz2p IN      s22u9421u0 5                   53004 21004226 3         S LYHM    MEI   WBA        anog preg               SLSINWNIOD     1 aaow  53219           1405 5 P A  9118 WO 53564434 359191  ASINO    SOUPI UA 1              spuni                                              TAT       008                      WIINUNIS     7                532045 SN                             10  5                     S3NT1GUd4H S AYAOL           4                            SLNAWNIOTD A       US 7 496 830 B2    Sheet 6 of 11  
34. IG  8  UI   being content  takes advantage of the large format of pages  and the ability to turn navigate pages  versus the smaller size  of menus dialog boxes in prior art UIs and their limited or  nonexistent provisions for navigation     At the other end of the spectrum  the UI scales to small  screens because of the flexible selection model that allows  command selection regions to be initiated either before or  after the desired command is chosen  This means  for  example  that on a small screen a user can call up a page of  command choices that completely obscure the original docu   ment due to screen size limitations  choose the command   then return to the user document and then select the region for  the command to operate on  Suppose a user wanted to refor   mat some text  but had not selected the text to be reformatted  yet  The user could press a link that indicates that it will  reformat text  The UI of this invention will display an indica   tor on the screen prompting the user to select the text to be  reformatted  After selecting the text  the user can finish the  reformatting operation by clicking on another link  such as a  link that indicates that the selected text will be reformatted   Alternatively  the user could select the region first and then go  find and invoke the command  Being able to select the object  upon which a command will operate after selecting the com   mand is unlike the selection model of prior art UIs where  object selection must prece
35. O            esneo         days es ej          e                     s 3ueurour e  eyejsrur     Buls y             eq Jo 3ueos ayy  Suruuno                aey      goua8rjayut yomb        samed o jo suerpug ey  Jo s  ne   doud jnyjepuow esotp 16400       aq ru                511 ueq L   SjSeeq           JOJO                                          OM                          spenp eyeatud wet                            SunpoN                     ue         ed              194 y  niioddo  J0j peusia 3uo  eq  Kao sem Surjeeut ay  e   u  os om erp              pue           pue seed                       KI eAH e            qduris esoze    yey                                                  1                s     pey ureydeo   y   pue yuepis  1d eq     spuary                  sque    Aym pue      eyep PIO                                       eueorq reg                 Aso em jo               cor eq      p o    H   seo eu Jo eyes  er Wepiy      Uoyse yy ETD      sr  Burp                 Seprns               UMOL edure   jo sqingns       10                                     oM em  seynuru        req  sse       pue  seqyo   sty uo ind         peq            undnuejut                uepay                               sem                     I RM    u UEPIY            St         yey pue    tury dojs      eueorqeg 1                      ugnou    sey   uo e        ouo pue          sty                     aM  pue  ue      St              mo uei           sr eq JI              eueo
36. PIN THIS PAGE  the description states that     Tapping on this command will    freeze    a secondary copy of  the current page and display it as a floating page over the  book     FIG  9 shows an example of a pinned page  In addition  to describing this command  the text    PIN THIS PAGE    is a  link that  when activated  will execute the    PIN THIS PAGE     command on either the most recently selected page or on a  page to be selected after activating the    PIN THIS PAGE     command link    Obtain Help and Perform Functions in the Same Way   Unlike prior      UIs  the PV UI is constructed as a set of  document pages just like a user document or a web site is  constructed as set of document pages  This invention puts all  of the user   s content pages and user interface pages into a  single grouping of information that the user can access  This  invention then leverages well known browser like naviga   tional capabilities to allow a user to navigate back and forth  between various pages and to put links to pages in favored  lists and the like  All of this is leveraged to provide the means  by which a user navigates to user interface pages    The PV UI can provide context specific dynamically syn   thesized views of links to give the user direct access to rel   evant UI help pages  The user can search for user interface  functionality in the same way the user can search other docu   ment pages  Of course  pop up menus and other devices such  as permanent links placed on the
37. UI display may be divided into regions in which  different content may be displayed  Unlike prior art U   s  each  region may be individually navigated without changing focus  or    window    state  Each region may include concurrently  active links that may be activated without changing focus   This aspect of the current invention is referred to as page  pinning  Page pinning provides access to and interaction with  multiple sources of content concurrently  while reducing the  complexity associated with both the design and use of the  interface    In prior art user interfaces  each window runs a separate  application that has state information associated with it  For  instance the state information for a word processor might be  that it is currently in insert mode  or replace mode and what  the current font is  The user often has to keep in mind which  application is running in which window and what the state of  that application is to avoid unexpected results    In the PV UI  unlike prior art user interfaces  there is no  notion of a selected one of multiple windows having the  current    focus     Any display region may include active links   The user can touch anywhere on the screen and will get an  appropriate action based on what the user touches  For  instance  ifa user has a page pinned as depicted in FIG  9  and  both pages being displayed contain links the user can simply  touch a link in either page and the link will be activated    Superficially  page pinning rese
38. ad only memory  ROM  140  and random access memory  RAM  150    A basic input output system 160  BIOS   containing the  basic routines that help to transfer information between ele   ments within the computer 100  such as during start up  is  stored in ROM 140  Computer 100 also includes a hard disk  drive 170 for reading from and writing to a hard disk  not  shown   a magnetic disk drive 180 for reading from or writing  to a removable magnetic disk 190  and an optical disk drive  191 for reading from or writing to a removable optical disk  192 such as a CD ROM or other optical media  The hard disk  drive 170  magnetic disk drive 180  and optical disk drive 191  are connected to the system bus 130 by a hard disk drive  interface 171  a magnetic disk drive interface 193  and an  optical disk drive interface 194  respectively  The drives and  their associated computer readable media provide nonvola   tile storage of computer readable instructions  data structures   program modules and other data for the personal computer  100  It will be appreciated by those skilled in the art that other    20    25    30    35    40    45    50    55    60    65    12    types of computer readable media which can store data that is  accessible by a computer  such as magnetic cassettes  flash  memory cards  digital video disks  Bernoulli cartridges  ran   dom access memories  RAMs   read only memories  ROMs    and the like  may also be used in the example operating  environment    A number of p
39. al   Moran et al   Martin   Miller et al   Peterson et al   Shwarts et al   Rowe et al   Carey et al   Bookman et al   Gramlich  Hansen et al   Boudreau et al   Hou et al   Carleton et al   Nozue et al   Nielsen   Rowe et al   Bier   Baldwin et al   Drews et al   Huffman et al   Wical  Carleton et al   Bittinger et al   Earl   Wu et al   Feigner et al   Strahorn et al   Menzel  Ruehle et al   DeLorme et al   Rivette et al   Sachs et al   Gaston   Lin   Kamper  DeRose et al   Wrey et al   Slotznick  Campbell et al   Eckerberg et al   Bristor     gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt   gt  t  gt     6 018 344  6 018 742  6 025 841  6 034 689  6 035 330  6 037 934  6 038 598  6 049 812  6 052 514  6 054 990  6 055 538  6 064 384  6 072 490  6 076 917  6 081 829  6 091 930  6 094 197  6 105 044  6 122 649  6 133 925  6 141 007  6 144 375  6 144 991  6 151 622  6 154 771  6 157 381  6 163 778  6 181 344  6 184 886  6 195 679  6 195 694  6 199 082  6 205 419  6 205 455  6 211 871  6 226 655  6 230 171  6 243 071  6 243 091  6 266 772  6 271 840  6 272 484  6 279 005  6 279 014  6 289 126  6 289 362  6 301 590  6 320 169  6 320 577  6 321 244  6 331 866  6 331 867  6 340 980  6 356 287  6
40. buttons and the  like  The links may look like buttons  but the links are simply  links    Even the desktop metaphor of files and folders is expressed  as lists of links on a page  Additionally  links have properties  that govern their appearance and behavior  For example  a  link s properties may dictate that it appear as a blue under   scored text string as in prior art browsers  or as a 3D button  as  a graphic icon  as a thumbnail image of the content being  linked to  or even as an embedded frame that is open on the  content being linked to    As described in more detail below  a user can modify how  a link manifests by modifying the link   s properties  The abil   ity to control a link   s appearance and behavioral properties  makes possible rich authoring and customization of both  content and the user interface    Actions in a UI according to the principles of this invention  occur by clicking on commands that exist on pages  To the  user  a command looks like a link  and in fact it is a link   Specifically  a command is a link whose source anchor is the  command hotspot  whose destination anchor is the script or  code that implements the command  and whose properties are  the command parameters  Some commands may run with  canned parameters while others may present users with a  form for entering the parameters  for example  the Properties  command     Because a command is a link  it has all the functionality of  links  For example  commands can visualize in multiple
41. cifications  the  visual extent and appearance of the hotspot  and the link  behavior options  Each page of the link property sheet is  bookmarked so a user can jump directly to it if desired    Together  the set of link property pages encompasses a lot  of information  including general properties  source and des   tination anchors  hotspot characteristics  and link behavior    General properties  These include the type and file system  properties of the link  Link type information describes  the semantic nature of the link and how it relates the  things being linked  Typically  only authoring and view   ing software would ever access the type properties  as  they pertain to the organization of the material contain   ing the links  Type indicates whether the link expresses  a parent  child  or peer relationship  and whether the  destination represents    A document component  a figure  table  footnote  or  other cross reference    The next or previous    page     in the web sense  of the  current document topic    The next or previous document topic in an authored web  of documents topics    Something not part of the current document topic  a  comment or hyperlink    Source anchor  Specifies whether the link is anchored to a  character  word  paragraph  image  part of an image   table row  cell  or column  or an arbitrary range of docu   ment positions  This parameter is automatically set  according to the source selection the user makes when  creating the link  this propert
42. de command selection  The selec   tion model of the documents with links UI is discussed in  more detail below     General Concepts Underlying the Documents with Links UI  Architecture   No Distinction Between Content Documents and UI Docu    ments   The basic principle of the documents with links UI is that   everything the user sees and interacts with is a document  This  applies equally to both content and UI  These documents  could be implemented in HTML  XML  and the like  There is  essentially no difference between content and UI documents   In fact the same document can mix content and UI  Even  though some UI elements like context menus and toolbars  may be presented in ways that do not look document like   they are in fact implemented as documents and can be  manipulated as such    The uniform treatment of content and    UI    pages is impor    tant for several reasons    Users only need to deal with one set of navigation controls  and conventions  and only one navigation space  Users  never need to think about whether they are in content  space or UI space    Users can use the full power ofthe UI to manipulate the UI  itself  For example  users can search  annotate  custom   ize and edit UI pages the same as any content  subject to  permissions   Users can select from multiple views for  the page being viewed    The model naturally accommodates dynamic content   including downloaded content that mixes content and UT  on the same page or as part of a network of relat
43. des a unified  navigational context for allowing a user to interface with  at least one of the plurality of user interface documents  and at least one of the plurality of user content docu   ments within a single frame by activating the links of the  user interface documents and the links of the user con   tent documents    in response to activation  by a user  of a first set of one or   more links of the plurality of user interface documents  having links and the user content documents having  links  navigating forward from a first document page  along a first navigational path of at least one document  page  the first navigational path including one of the  plurality of user interface documents and one of the  plurality of user content documents    then  in response to activation of a previous link at least   once by the user  navigating back along the first naviga   tional path to the first document page    then  in response to activation  by the user  of a second set   of one or more links of the plurality of user interface  documents having links and the user content documents  having links  navigating forward from the first document  page along a second navigational path of at least one  document page  the second navigational path being dif   ferent than the first navigational path    then  in response to activation of the previous link at least   once by the user  navigating back along the second navi   gational path to the first document page  and   then  in response 
44. e document pages are displayed in a single view   ing frame  This unified approach simplifies the user   s inter   action with both user content and user interface documents by    US 7 496 830 B2    3    reducing the number of concepts a user must learn in order to  access  interact with  and modify both user content docu   ments and the user interface    A non linear navigation history is maintained such that a  user can navigate along a first path  back up using a previous  link an appropriate number of times  navigate along a second  path  back up along the second path using the previous link an  appropriate number of times  and re navigate along the first  path again using a next link  Every document page to which a  user navigates is saved in the user   s navigation history  Users  can query their navigation histories and view their navigation  history in various ways  such as  by time  by appearance  by  site  document  section  page  and the like  User can also view  their navigation history as nodes with side tracking branches   as a linear list  or as a combination of most recently viewed  pages and last few task categories  According to a preferred  embodiment  navigation from user content pages through  user interface pages that results      command being executed  is automatically removed from the user   s view of the naviga   tional history in order to keep the navigational history view  uncluttered    A flexible selection model is supported allowing users to  se
45. e form  There is no  restriction on the number of such incomplete operations that  can be in progress simultaneously  Nor is there any limitation  on switching away from such incomplete operations  This is  unlike the prior art  where complex operations  typically per   formed via dialogs  must generally be complete or cancelled  before the user switches to another activity  Unlike prior UI   s     US 7 496 830 B2    11    the user of a documents with links UI is typically not  restricted from interrupting one operation to initiate another   or several others  nor would such an interruption cause the  user to lose work already performed in partially completing  the first operation    Creating and Saving Information   Another architectural topic central to the documents with   links Ulis the model for creating and saving information  Any  time a user creates something new  the user is creating a new  document and linking it into a context  For an object inserted  into an existing document  such as an embedded annotation   the user is linking it into the document that is to contain it   with link properties implicitly set to make the object visualize  in place  OLE style embedding   Physically  the object is  stored as a child within the parent document   s container    For new  standalone objects  like a new word processing  document  the object is instead added to the current naviga   tion context  as if the user had done a Next to it from wherever  the user was when the user
46. e to navigate or search   Accordingly  in addition to the need for a simpler more uni   fied experience for the user of an application  there is also a  need to facilitate the uncluttered presentation of user inter   faces for applications providing very rich functionality    Usability data for prior art UIs show that users of multi   windowed systems don t always know which actions will  produce results in which window  Therefore  there is a need to  reduce the complexity and confusion sometimes caused by  multi windowed user interfaces    Prior art UIs typically offer limited capabilities for custom   izing the UI  Accordingly  there is a need for a UI architecture  that provides greater flexibility to users  content developers   and third party software developers by providing broader  capabilities for easily customizing the UI  For example  dif     20    25    30    35    40    45    50    55    60    65    2    ferent groups of users may be of different levels of computer  skill and have need of different sets of features  and the UI can  be customized to better suit their needs    Users of prior art UIs sometimes become extremely frus   trated when their work is lost because their work was not  properly saved  Accordingly  there is a need to provide a  save less model  so that users do not need to explicitly save  their work    Users of prior art UIs typically do not have a convenient  and seamless way to record notes verbally and to associate  notes with particular par
47. ecisions are made  the link will typically con   tinue to be displayed in the same way    Depending upon a link   s properties  when the link is dis   played  content of the linked to document  or other informa   tion about the linked to document  may be displayed in a  frame in the linked from document  For instance  two  example previous links  previous link 700 in FIG  7 and  previous link 1102 in FIG  11  depict how examining a link   s  target allows the PV UI to display information about the  destination of a link  For instance  the destination of link 700  is Earth to the Moon  while the destination of link 1102 is the  Start Page    Link Property Sheet   A      UI link property sheet  like user content and other UI  pages  is implemented as a document  It has several pages   The first page is the subset of properties that users would most  commonly change  presented in a way that less expert users  can understand  Subsequent pages provide the full set of  advanced properties and options  Typically  only the most  expert user  a content author  would ever modify these    For example  the first page may contain just the property  comments  a notes field   information about where the link  leads to  and a chooser that lets a user choose from a few    US 7 496 830 B2    19    options on how the hotspot should appear  e g   emphasized  text  button  icon  or thumbnail     The subsequent pages give full access to properties includ   ing the source and destination anchor spe
48. ed  un selected   Another method is to choose what  selection to operate on by doing a backwards scan in time  order through the navigation context until an active selection  is found  In most cases envisioned by the inventors  this latter  solution produces the same result as the first one discussed   1      the most recent selection will be found    The effect of the algorithm for trimming the navigational  context is typically to isolate and remove the branch whose  purpose was to find the command that was just executed   Trimming the navigational context of navigation to UI pages  does not always occur  however  For example  an Apply com   mand for property setting could leave the property form active  and not trim the navigation context  Of course  different com   mands may choose to operate on the navigation context in  different ways  Nevertheless  a couple standard ways will  typically cover most of the cases    Flexible Selection Model    The documents with links UI does not require users to  make a selection before invoking a command  Users are free  to select first and then click acommand  or click the command  first and then make a selection  If an appropriate selection  does not exist when a command is invoked  the user is  prompted to make a selection at that time  The selection  mechanism and command verbs are designed to give users a  lot of latitude about the order in which they do things when  carrying out commands  Besides fitting better to users    per   s
49. ed pages    Links as Commands and Link Properties   A link can be an association between two different spots in   a collection of document pages  The spots could be two spots  on the same page  The spots could be a spot on one page and  aspotonanother page  Links can have properties that indicate  certain things about the link beyond simply the fact that it  relates two different places  What a link relates need not  necessarily always be displayable pages  A link can relate a    20    25    30    35    40    45    50    55    60    65    6    spot in a document and an active runable object such that  when a user activates that link or touches that spot in the  document  the associated object is run  Links  therefore  can  act as commands  Links may be to any kind of command  code  Scripts are one example  Binary code objects are  another example  As a result  pages that have links replace the  drop down menus and dialog boxes of prior art UI s    A link may manifest in various ways based on the link   s  properties  Links can look like not only clickable spots  but  also fill in fields and other kinds of well known and later   developed user interface elements  A document page could  havethese other kinds ofactive elements that are really a form  of link  Accordingly  activating links goes beyond merely  clicking on colored underlined text and can include filling in  fields  pressing radio buttons  and the like  Again  pages with  links replace prior art dialog boxes having 
50. ented presentation is  required  The user may touch the scroll bars to perform the  scrolling actions  This looks and works much like conven   tional scroll bars    Users can Create Links   PV UI users are not limited to the links that are authored  into content  they can create their own  The PV UI imple   ments a rich linking model in which links can have source and  destination anchor ranges as well as their own properties   Despite the richness of available features  users can create  links as easily as they can copy text  and all with a fingertip   the pen is not required    Links   Displaying Links   How a link is displayed is controlled by its properties   Conventions and heuristics may be used to assign values to  these properties at the time the link is created  A simple  example is that when the user taps inside the content of a  document  a note is created  This entails creating a note docu   ment and then creating a link leading from the spot that was  tapped to the new note document  In this case the link prop   erties are set to visualize the link as a note icon  As another  example if the user highlights some text in a user document  and then chooses the    Make link command     followed by the  steps to complete that command  the link is made to visualize  as a hotspot over the originally selected text  with the selected  text changed  for example  to a blue underlined font  Unless  a user changes a link   s display properties  once these prop   erty setting d
51. from any given document  By restricting   filtering  this categorization to a particular time frame  the  navigation network as it existed at a particular point in time  can be shown  Of course  other kinds of views are also pos   sible  For example  the history can be categorized by higher  level groupings like web sites or user tasks  with the results  presented in alphabetical rather than time order  thus letting  users return to a previous location according to the kind of  information or activity  as opposed to the time during which   the location was last visited  To make certain views such as  the network view more efficient to recreate  additional prop   erty information may be stored on each navigation record   Accordingly  maintaining the navigation context as a data   base of navigation records allows support for a rich variety of  queries and views    Applies to UI   Because the UI is built out of content  features used to  search text  change viewing options on lists and tables  anno   tate  and the like all work for UI as well as for user content  As  anexample  the contents of any view  such as a view ofa filing  or command hierarchy  become searchable  sortable  and  annotatable    Non Linear Navigation History   A key difference between the navigation mechanism of the  PV UI and prior art browsers is that the PV UI  unlike prior art  browsers  maintains a non linear navigation history  For  example  if a user navigates through a set of links then goes   back 
52. ge of collections of pages mak   ing up sections and chapters  of collections of sections and  chapters making up a document  of collections of documents  making up web sites  and so on  The same is true for the layers  of command finding and invocation  Such knowledge of  semantic clustering helps guide decisions about popping con   texts and for presenting the user with reasonable choices  about points to jump to along the Next Previous chain     A problem with treating content and UI as part of the same  navigation space is that the user   s navigation chain gets clut   tered with Ul related pages  The documents with links UI  solves that through intelligent management of the navigation  context  and by making that context a true network  not just a  linear chain     Specifically  when a user navigates from one place to  another  a new branch in the navigation chain is started  So  if  a user s context is currently B in the existing chain of docu   ment pages A B C  and the user navigates to D  then the new  context is D  D might be a UI page the user navigated to from  document B  When the user clicks a command on page D  the  command executes and removes D from the navigation con   text  Thus  after finding and executing the command  the  user s navigation context is restored to document page B     To find a needed command the user might have to navigate  along a chain from D to several other pages in the Guide  Book  resulting in a chain of several steps branching off f
53. gertip or pen  Users can use a fingertip or the  pen  also referred to as a stylus  interchangeably  The pen  could have three tips  an erasing tip at one end  a highlighting  tip at the other  and  by twisting the pen barrel to extend a  small shaft  a writing tip  The fingertip may be recognized as  a highlighting tip  with a gesture allowing it to erase    The basic touch idioms are    Tap  touch and release after a brief time   The action taken  depends on where a user tapped  It does not depend on  what tip the user is using  The tap would typically last a  certain minimum  configurable  time  so that an acci   dental or glancing touch will be ignored    Hold  touch and hold contact   The action taken depends  on what the user held  usually it opens an object or its  context menu  The action does not depend on what tip is  being used  The hold time can        preference parameter    Swipe  A swipe is any continuous motion ofa tip in contact  with the display surface  Swiping will write or erase ink  or highlighting  depending on which tip is being used   Swipes are also used to make and extend current selec   tions    Tap swipe     tap immediately followed by a swipe starting  at the same spot  This causes the pen or fingertip to start  a current selection region  Either the writing or high   lighting tip can be used  Swiping starting at the current    US 7 496 830 B2    17    edit cursor location  i e   the tap is optional when starting  on top of the edit cursor  can a
54. implemented  on a personal viewer  hereinafter the term    PV    refers to a  personal viewer upon which various aspects of preferred  embodiments of a documents with links UI according to the  principles of this invention are implemented     Personal Viewer UI Elements   Referring now to FIG  5  an example Start Page is dis   played on a PV UI 500 that includes the following elements    The display surface 502  This is touch sensitive for both   fingertip and pen operations  The touch zones at the four  corners 504  506  508  and 510 are used to initiate navi   gation operations such as turning pages and traversing  the user s navigational history chain  Labels may be  applied to these areas to cue completely naive users how  to turn pages the first time they interact with a PV UI    The display margins  Documents that present on a PV UI   typically show as print like pages  including margins    The margin space is available for jotting notes and dis    playing UI generated features like bookmark tabs and   UI shortcuts  A default margin arrangement could be   Top margin 512  bookmark tabs  Bookmarks or other  objects placed here are associated with the containing  document    Bottom margin 514  document and command shortcuts  and toolbar tabs  Document shortcuts or other objects  placed here are associated with the display surface    Left margin ofleftmost display 516  clippings tabs Clip   pings or other objects placed here are associated with  the containing page    Right
55. iple ways  all  audio on a given page  all audio for a given book  audio notes  in the order they were recorded  and the like   Additionally   the audio clip recorder supports intelligent VOX for hands off  note taking  A further feature is the ability to embed audio  notes at specific points in the content of a document in a  manner similar to creating footnotes  These audio notes can  be created and played back by a single tap on the screen at the  point where the audio note was  or is to be  inserted  The  presence of embedded audio notes is signified by a small icon  in the content that is laid out in a manner similar to a footnote  symbol    Guide Book   Because the commands in the PV UI are simply links on a  document page  there is no difference between documenta   tion  help  wizards and the other ways the PV UI helps a user  perform an action  Asking for help by clicking on a help link  summons an appropriate help page composed on the fly from  the content of the Guide Book  The principles that underlie  this composition are contextual  that is  if the user is currently  in the  list  or    books    of Mail Messages  the help system  infers that requests for assistance are about how to perform  work with Mail Messages    For instance  FIG  8 shows two pages of an example Guide  Book  The page on the right  page 9 of 10 includes descrip   tions of commands  such as the    PIN THIS PAGE  command  800  The Guide Book describes what the command does  For  instance  for  
56. ite  map  history map  topic  browsing  map  net neigh   borhood  physical vicinity  nearby machines   and  local machine    Annotations Folder  This is a folder of the notes  clip   pings  bookmarks  jottings  and highlights a user has  entered into the user   s various documents  A user will  typically be able to see each of these forms of anno   tations in the context of the original document to  which they relate  These items are stored as external  annotations in the Annotations Folder  A user does not  usually view this folder  but instead views one of the  following persistent views derived from the Annota   tions Folder    Clippings Folder  A persistent view of the Annota   tions Folder  showing only clippings  The default    20    25    30    35    40    45    50    55    60    65    16    view categorizes by document  with more recently  read documents ahead of less recently read docu   ments    Bookmarks Folder  Same as the Clippings Folder  but  showing only bookmarks    The Notes Folder  Same as the Clippings Folder  but  showing only notes    Notebook  This is a blank document where a user can  write notes that are not associated with a particular  document  The notebook is provided by default  because most users would like to have a notebook to  write in    The mailbox  calendar  and address book  In a preferred  embodiment  these will synchronize with a user s  desktop or network based counterparts    Personal Viewer Display Modes   A PV Ul caninclude a single
57. lect the object of a command either before or after the  command itself is selected  This flexible selection model  allows UIs built according to the principles of this invention  to scale to small display areas  UIs built according to the  principles of this invention also scale well to applications  having voluminous and or complicated user interfaces by  facilitating an organized and uncluttered view of the user  interface command hierarchy and or user interface help infor   mation for such applications    Users get at commands by navigating to a page where the  desired command is found  In a preferred embodiment  the  documents with links UI according to the principles of this  invention is organized to make frequently used commands a  single navigation step away  or through customizations  no  steps away  A self explanatory document  the Guide Book is  provided  The Guide Book is a readable manual that users can  go through in a logical order  a page at a time  like any  conventional user manual  Each command mention  however   is an active command instance that can be invoked in place    Other features and advantages ofthe invention will become  apparent through the following description  the figures  and  the appended claims     BRIEF DESCRIPTION OF THE DRAWINGS    FIG  1 is a schematic diagram of a conventional general   purpose digital computing environment that can be used to  implement various aspects of the invention    FIG  2 shows a conventional tablet and stylu
58. lso draw a selection    Erase  a jiggling swipe   When done with the fingertip  this   is treated as a swipe with the erasing tip   The motion is  the same as erasing with a real pencil eraser   With the  pen  a user can just swipe with the erasing tip    A user can automatically extend the range of a highlight   current selection  or erasure by holding the pen or fingertip  after swiping a part of the range  that is  swipe part of the  range  and then hold for auto complete to take over  The range  auto extends to end of word  sentence or line  paragraph   page  section or chapter  and document  in that order  the  longer a user holds  The UI provides feedback on the extent of  the selection  In tables  the selection auto extends by cells to  the end of a row or column  and then by rows or columns   depending on whether the swipe was across or down  Arbi   trary rectangular blocks can be highlighted  selected  or  erased by swiping a box shape around the desired area   Selecting the page number of a page selects the whole page    Typically  whatever a user can do with a pen  the user can  do with a fingertip  except write ink  While other mapping are  of course possible  an example set of keyboard mouse idioms  for the pen idioms and pen tips is    Tap is left click   Hold is hold left button   Swipe is hold left or right button and move mouse  Swiping   with left button down selects  with right down high   lights  There is no need for tap swipe    Erase is hold both buttons
59. mbles a multi windowing  user interface  The same may be said for dialog boxes that  may be included in a documents with links UI according to  the principles of this invention  Nevertheless  unlike this  invention  multi windowing UIs contain more than one UI   Each window in a multi windowing UI gets its own UI  with  its own state information  such as history information  and its  own UI features  such as menu or tool bars  According to the  principles of this invention  pinned pages  like all other con   tent  the Ul included   share a single UI having only one set of  state information and having a unified navigational history   There are no separate UI controls  such as menu bars or tool  bars  for the separate concurrently displayed pages  The uni   fied navigational history is discussed in more detail below    When the user has pinned a page and is viewing two pages  side by side  the user essentially has two different view ports  into a single navigation context  A set of documents exists in  a navigation context  The navigation context is essentially a  record of every place a user has ever navigated to and when  the user navigated there  The navigation context can be  thought of as a map or history of the user   s navigation  A    US 7 496 830 B2    21    visible frame  such as a pinned page is just a view port into a  single shared history  The only state associated with a dis   played page pinning frame is an indication of the document  page that is currently bei
60. medium of claim 1  wherein the  single frame includes at least one margin including at least  one of a document or command shortcut  a bookmark asso   ciated with the single frame  a user annotation  and a clipping   wherein each of the at least one the document or command  shortcut  the bookmark associated with the single frame  the  user annotation  and the clipping having been customized by  the user     
61. navigational preview information as  explained above    Run  Causes the destination content to be executed  with  specified run parameters  The target is typically a  command or script    Additionally  for links set to appear as thumbnails or in   place renderings  other behavior properties could indicate    un    0    a    5    25    40    45    55    60    65    20    latency periods for updating the display of the linked to con   tent relative to a change in the linked to content by  for  instance  specifying a link as hot  display updated often    warm  display updated less often than hot   or cold  display  not updated   Further behavior properties could set the pre   fetch  refresh  and caching parameters for hot and warm links    Customizable UI   The user may completely customize the PV UI  unless  authored in content controls prevent editing   Because there  is no distinction between the interface and the content  the  kinds of normal editing commands the user might use to alter  content can be used to customize the interface    Users can Place Links in UI   For instance  links are not restricted to existing only in the  content area of the display  They can exist anywhere  A user  could  for example  place a link over a bookmark  the link  would take precedence for tap operations  meaning that the  bookmark would act as a document associated shortcut to  some other document  whereas a bookmark is normally a link  within the current document    Page Pinning   The PV 
62. ng displayed    Page pinning is described further in commonly assigned  and currently pending U S  patent application Ser  No   09 556 865  entitled Methods And Apparatus For Displaying  Multiple Contexts In Electronic Documents  filed XXX   which is incorporated herein by reference    Navigating Documents Link Properties   The PV UI contains methods for paging within a document   previous next  and for traversing chronology  history  through back forward   Attaching properties to links enables  a rich model for navigation  For example  holding on a link  offers additional information about where that link will lead   Link preview information could be displayed in thumbnail  form and further holding could result in a graphical map ofthe  links attached to that prospective destination  Back and for   ward buttons  by default  display thumbnail views of the  pages that tapping that button will lead to    Viewing History   History  which could include all the pages the user has  viewed  may be viewed in a number of ways  by time  by  appearance  by site  document  section  page  and the like   Since a user s navigation history is saved  the users    sequence  may be viewed  as nodes with side tracking branches  as a  linear list  or as a combination of most recently viewed pages  and last few task categories  For example  a query could  perform a multilevel categorization by document id resulting  in a hierarchy that represents all the forward navigation paths  a user has taken 
63. nnotation from paper books to the digital library      ACM International Conf  on Digital Libraries  1997  pp  131 140   D  Munyan     Everybook  Inc  Developing the E Book in Relation to  Publishing Standards     Sep  1998  http   www futureprint kent edu   articles munyanO  I htm  pp  1 7    PhotoImpact 3 0  Ulead Systems Inc   1996    Landay et al    Making Sharing Pervasive  Ubiquitous Computing  for Shared Note Taking     IBM Systems Journal  vol  38  No  4  1999   pp  531 550    Landay  J  A    Using Note Taking Appliances for Student to Student  Collaboration     29th Annual Frontiers in Education Conference   IEEE Computer Society  Nov  1999  p  Session 12C4 15 12C4 20   Adobe Acrobat 3 0 Review  downloaded from   http   www hmung   org Reviews     reviewed Mar  1997  pp  1 18       cited by examiner    US 7 496 830 B2    Sheet 1 of 11    Feb  24  2009    U S  Patent                      L    DI                              861 16 961 S61   n Nouvonddv  5 vava Rudo                       W31SAS      ASNOW                  NOI LVOITddV ONILVH3dO       A       ti31n dWOO  310N3H        viva  INVHOOHd           3OV3U34NI  1         vigas    3O0VJ3H3 INI             WOlLdO    3O9V3U3ANI 3OVAYSLNI                                                                            OLL3NSVN                X3HOMAL3N V3HV 1V907                         261 WYH  OHd          H3ldvav LINN  O3GIA SNISS32O0Ud          W31SAS                           AYOWAW WJLSAS       HOLINOIN          US 
64. novation Laboratories   Japan  IEEE   1999  pp  356 359      Continued     Primary Examiner   Stephen Hong   Assistant Examiner   Matthew J Ludwig    74  Attorney  Agent  or Firm   Birch  Stewart  Kolasch  amp   Birch  LLP     57  ABSTRACT    A user interface architecture wherein user content and user  interface are composed of documents with links is described   User content documents and user interface documents are  both displayed in a single viewing frame  A non linear navi   gation history is maintained such that a user can navigate  along a first path  back up using a previous link  navigate  along a second path  back up along the second path using the  previous link  and re navigate along the first path again using  a next link  Every document page to which a user navigates is  saved in the user s navigation history  Users can query their  navigation histories and view their navigation histories in  various ways  Users can access  annotate  and customize the  user interface in the same manner in which users access   annotate  and modify user content documents     18 Claims  11 Drawing Sheets                                           US 7 496 830 B2    Page 2       5 239 466  RE34 476  5 347 295  5 390 138  5 434 929  5 434 965  5 471 568  5 559 942  5 572 643  5 623 679  5 625 833  5 630 125  5 632 022  5 644 674  5 666 113  5 680 636  5 682 439  5 687 331  5 689 717  5 717 860  5 717 879  5 719 595  5 727 129  5 729 687  5 737 599  5 745 116  5 760 773  5 761 485  5 7
65. nt the user needs to choose from and  captures anything the user selects  After selecting the  addresses the user wants  the user can simply navigate back to  the send form where the TO  field is  Alternatively  the user  could close the address book or use an OK command  either  of which would return the user automatically  There is noth   ing to save  because all choice state is captured as the user  proceeds  If there is a change in plan  the user could simply  cancel the current selection  or clear the TO  field when the  user returns    If the user later wants to change the TO  field choices  the  user may click the TO  field link again  and the user is taken  back to the address book  with all the current choices still  highlighted  The current choices are highlighted because the  command that takes the user to the address book picks up the  TO  state and paints the required selection regions    To facilitate making selections in scenarios like this  address book example  an additional facility is provided  The  command which presents the document to choose from can  also cause checkboxes to appear next to each entry in the  document  Rather than manually selecting items in the docu   ment  the user can check or uncheck the checkboxes  This  causes the associated entry to be selected or unselected   respectively    In this address book example  the user is accessing a stan   dard document  the address book  and the normal multiple  selection idiom to make and change the
66. o make it navigate  If holding the  link opened a navigation map  the map will persist for a short  time after the user lets go  This gives the user a chance to tap  a spot on the map to go there  or to hold a spot in order to  preview and then to expand the map context around that point    Next and Previous Commands   Another way to navigate is via browser like Next and Pre   vious commands  performed  in the default assignment  by  tapping the PV   s lower right and left corners 508 and 510     20    25    30    35    40    45    50    55    60    65    18    respectively  Specifically  these functions navigate a user  along the chain of visitations caused by link operations    Page turning operations are not part of the next previous  chain  For example  if a user opens a book  reads the first ten  pages and then does    previous     the user will return to wher   ever the user was before the book was opened  The user will  not go back to the previous page of the current document  for  that  the user can use the previous page operation 504   The  distinct page level and navigation level functions exist  because the page forward back functions 504 and 506 take the  place of the traditional scrollbar for scanning within a single  document    Scrolling is Possible   Even though the PV UI is page oriented  there are times  when a scroll oriented presentation is the only reasonable  display choice  The PV UI supports this by displaying tradi   tional scroll bars when stream ori
67. ocument Dis   tribution and Reading Systems  http   www softbook com con   sumer reader asp    Rocket eBook Using the Rocket eBook  http   www rocketbook   com Products Faq using html    Explore the Features of the Rocket eBook  wysiwyg   212http     www rocketbook com Products Tour index html     Adobe Acrobat 3 0 Reader Online Guide   Adobe Systems  Inc   pp   1 110    Kunikazu  T   Patent Abstracts of Japan  Publication No  11327789  for Color Display and Electronic Blackboard System  published Nov   30  1999    Open eBook Forum  Open eBook    Publication Structure 1 0  http     www ebxwg org oebps oebps1 0 download oeb1  oebps htm   Kristensen  A      Formsheets and      XML Forms Language   Mar   1999     Dublin Core Resource Types  Structurality Draft  Jul  24  1997  Feb   27  1998    Dublin Core Metadata Element Set  Version 1 1  Reference Descrip   tion 1999    Dublin Core Metadata Initiative  User Guide Working Draft Jul  13   1998 1999    Greenberg  Saul     A Fisheye Text Editor for Relaxed WYSIWIS  Groupware   Chi 1996 Proceedings  pp  1 to 5    Marshall  C      Annotation from paper books to the digital library      ACM International Conf  on Digital Libraries  1997  pp  131 140      Joke eBook     Jul  1998  PrimaSoft PC  Inc   Electronic Book Series  Version 1 0  pp  1 5    Munyan  D      Everybook  Inc  Developing the E Book in Relation to  Publishing Standards     Sep  1998  http   www futureprint kent edu   articles munyan01 htm  pp  1 7    C  Marshall     A
68. of the features  subsystems  and functions in the  system of FIG  1 can be included in the computer of FIG  2   Computer 201 includes a large display surface 202  e g   a flat  panel display  on which a plurality of windows 203 is dis   played  Using stylus 204  a user can select  highlight  and  write on the display area  Computer 201 interprets marks  made using stylus 204 in order to manipulate data  enter text   and execute conventional computer application tasks such as  spreadsheets  word processing programs  and the like  One    US 7 496 830 B2    13    commercially available tablet and stylus computer incorpo   rating many of these features is the Stylistic 2300 computer  sold by Fujitsu Personal Systems  Inc   of Santa Clara  Calif     Astylus could be equipped with buttons or other features to  augment its selection capabilities  In one embodiment  a sty   lus could be implemented as a    pencil    or    pen    in which one  end constitutes a writing portion and the other end constitutes  an    eraser    end which  when moved across the display  indi   cates that portions of the display are to be erased  Other types  of input devices such as a mouse  trackball  or the like could  be used  Additionally  a user s own finger could be used to  select or indicate portions ofthe displayed image on a touch   sensitive or proximity sensitive display  Consequently  the  term    user input device  is intended to have a broad definition  and encompasses many variations on well
69. omizable  as described in more detail  below    Shortcuts   Numerous UI shortcuts and direct manipulations may exist  as aconfigurable layer on top ofthe documents with links UI   so more experienced users can do the most common opera   tions in context  without navigating to UI pages  The user gets  the best of terse command access plus the richness of the full  browser and answer system for exploring the command set    The documents with links UI uses a web architecture  with  UI shortcuts layered on top  A naive user will typically start  by using the documents with links UI without the short   cuts   that is  by using the Guide Book to access UI functions   An advanced user will typically be able to perform all com   mon operations via the shortcuts and without resorting to the  documents with links UI Guide Book as often    Scalability to Various Display Sizes and Types   Various preferred embodiments of the documents with   links UI will be explained below in the context of a portable     personal viewer  platform  Nevertheless  the documents   with links UI is scalable across a wide range of device and  display types from desktop computers to laptops to hand held  devices  Accordingly  the documents with links UI is  intended to be implemented on any type of computing plat     US 7 496 830 B2    5    form  The documents with links UI exploits a large screen by  being able to show content in a book like way   two full  side by side pages  as depicted  for instance  in F
70. onal habits  this makes it harder for users to do something     wrong     such as inadvertently applying formatting to text  other than the text the user wants to reformat    Page Display Depends Upon the Link Used to Navigate to  the Page   The documents with links UI may display the same page  of a document differently depending upon which link navi   gated a user to the page  Suppose the user wants to fill in the  TO  field of an e mail message  In this situation  the user  wants to open the address book and make possibly several  choices  To accomplish this within the document navigation  metaphor  forms could have special purpose chooser controls  where this provides a good shortcut for the most common  choices  But the chooser UI should also make it possible to  leverage the full power of the navigation  browsing  viewing   and search UI that is available in list oriented documents like  file folders and the address book  Making a choice from such    40    45    55    10    a list should be a matter of just navigating to that list as a user  would in any other context and making the choice    For the address book example  the documents with links  UI provides a link to the address book that is associated with  the input field  The documents with links UI makes the link  from an input field to its choice document  the address book in  this example  be a command with navigation behavior  as  opposed to being an ordinary link  This command navigates  the user to the docume
71. qe          pue eae                paesu  pegs         Buiuuni        dn                         JN 109      SSA pue    Givy uo dn wea           106           quA              eunjdeN pue pega yum Bunaaw pejnpeuas   yaloid          uo                       penuiuo        pe o1dde                  uBisep             sno 106 pue jue ui              pega arog    5586014     99A              US 7 496 830 B2    1    COMPUTER USER INTERFACE  ARCHITECTURE THAT SAVES A USER   S  NON LINEAR NAVIGATION HISTORY AND  INTELLIGENTLY MAINTAINS THAT  HISTORY    This application is a continuation of and claims priority  from allowed application Ser  No  09 456 975  filed Dec  7   1999     FIELD OF THE INVENTION    This invention relates generally to computer user interface  architectures  More particularly  the invention provides a user  interface architecture in which both user content and user  interface are composed of document pages with links     BACKGROUND OF THE INVENTION    Many personal computer users find the desktop metaphor  of prior art computer user interfaces     UIs     confusing and  difficult to learn  Accordingly  there is aneed fora system that  simplifies the user   s interaction with the computer by using  fewer kinds of user interface controls in a more general way    Further  the ways in which users interact with information  about prior UIs is different than the way the user interacts with  content  such as documents  presentations  and the like  For  example  in prio
72. r art UIs  content and UI information are  displayed entirely differently  Content is typically displayed  in a particular region or frame of the display  User interface  information is never displayed there  Instead  user interface  information is displayed in dialog boxes  drop down menus   and tool bars  User content never shows up in dialog boxes   drop down menus  and tool bars  Similarly  users find user  content documents and UI help information differently   Accordingly  there is a need for a UI architecture in which       concepts and actions the user must learn are the same for  interacting with both content and the UI  Such a unification  makes computer software easier and more efficient to use    Prior art UIs for desktop computers typically require a  keyboard and mouse in order for a user to interact with them   and most pen enabled palmtop computers have cumbersome  means of interaction  Therefore  there is a need for more     natural    styles of interacting with a computer by using a  minimum number common gestures such as touch  hold   erase  draw or write    Prior art UI desktop metaphors applied to small form factor  devices are typically cluttered and difficult to use  In addition   applications that provide rich functionality are sometimes  constrained by the limited ability of a user to navigate menus  and dialogs of prior art UIs  For instance  for such applica   tions  the menus and tool bars may get too big  and the help  system may get too cumbersom
73. rogram modules can be stored on the hard  disk  magnetic disk 190  optical disk 192  ROM 140 or RAM  150  including an operating system 195  one or more appli   cation programs 196  other program modules 197  and pro   gram data 198  A user can enter commands and information  into the computer 100 through input devices such as a key   board 101 and pointing device 102  Other input devices  not  shown  may include a microphone  joystick  game pad  sat   ellite dish  scanner  or the like  These and other input devices  are often connected to the processing unit 110 through a serial  port interface 106 that is coupled to the system bus  but may  be connected by other interfaces  such as a parallel port  game  port or a universal serial bus  USB   A monitor 107 or other  type of display device is also connected to the system bus 130  viaan interface  such as a video adapter 108  In addition to the  monitor  personal computers typically include other periph   eral output devices  not shown   such as speakers and print   ers    The computer 100 can operate in a networked environment  using logical connections to one or more remote computers   such as a remote computer 109  Remote computer 109 can be  a server  a router  a network PC  a peer device or other com   mon network node  and typically includes many or all of the  elements described above relative to computer 100  although  only a memory storage device 111 has been illustrated in FIG   1  The logical connections depicted in
74. rom  B  When the user finally picks a command  the documents   with links UI knows what to act on  and what to remove from  the navigation context as follows  Commands operate on the  current selection  and  in general  remove the navigation  nodes that lie on the branch leading from the current selection  to the command  Further  additional heuristics may be used  for unusual cases     Current selections in the documents with links UI are  similar to current selections in prior art desktop UIs  but there  are differences because the documents with links UI deals  with a network of active documents that are different than a  desktop of active windows  The two schemes are similar in  that every document can have a single  possibly disjoint   selected area  The schemes differ in that the documents with   links UI can tuse the idea ofthe current focus to decide what  selection a command should operate on  In prior art desktop  Uls  the document the user wants to operate on typically has  the current focus  and all UI elements implicitly reference this  focus  In the documents with links UI world  the user may  have navigated several hops away from the document the user  wants to operate on  as the user looked for the desired com   mand  so  in the documents with links UI  focus doesn t dis   ambiguate anything    Therefore  in accordance with a preferred embodiment   instead of the current selection being the one whose docu   ment has the focus  the current selection is the most
75. rqeg    Woop         0           ay           9E  PjogSr       US 7 496 830 B2    Sheet 11 of 11    Feb  24  2009    U S  Patent    STAT EE A TIUT aT be e Te ag ely                                      ap     E  3    26  2                   1e ea                        734 54  snyes                   54  573835   132229 uuoc       1 839 vS53H     1               1      SDVSSEN               4  gt                 LX  N   29pao0          ui                           9 10 4       IP MBIA             W    R5VSSSM BDOIASWd       9           AXIN                  siu                          IIRO Mous                                SDVSSEN SNOIARYd Wa5Y6GSRM LXUN     2103 5103 jo uorssnosip eu                                       WISALVW Q31V 134 43H10    8uou                    4    auou   tu   qoid     9 1 1           18 1848        ued    6u106 uo  sioafoid      sjaeup 10  Indui pue                                         2 11 ssed 181              s6nq seque pue ojoud pega                       20   jesodojd yesp 45                    maias epyneg 20                   ZW          10  ssaiGoid                     g 11  pee    s  inle  j ZIN puana 104                    adeh           Sseguopd            ay  Aq paonpoid              ised pue  juano uo pajeuq 105    Buyeuq jeba                    Bureau                    awoy                                Buiuuojsureiq               seg 0  u  ndu                 ABalens aiseq e                           Butu2ie joafoud wea  jno
76. s based com   puter that can be used to implement various aspects of the  invention    FIG  3 is a flowchart showing simplified steps at a high  level of abstraction for implementing a UI architecture  according to the principles of this invention upon start up    FIG  4 is a flow chart showing simplified steps for imple   menting the    display state  step of the flow chart in FIG  3    FIG  5 depicts an example Start Page displayed on a per   sonal viewer according to a preferred embodiment of the  invention    FIG  6 depicts an example book cover page and table of  contents displayed on a personal viewer according to a pre   ferred embodiment of the invention    FIG  7 depicts example Guide Book pages displayed on a  personal viewer according to a preferred embodiment of the  invention          0    kak    5    20    35    40    45    50    60    4    FIG  8 depicts example Quick Help pages  one of which is  bookmarked  displayed on a personal viewer according to a  preferred embodiment of the invention    FIG  9 depicts an example of a pinned user content page  displayed on a personal viewer according to a preferred  embodiment of the invention    FIG  10 depicts an example of inked annotation displayed  onapersonal viewer according to a preferred embodiment of  the invention    FIG  11 depicts an example End Page displayed on a per   sonal viewer according to a preferred embodiment of the  invention     DETAILED DESCRIPTION OF THE INVENTION    Introduction   Clutter Free
77. s et al   Berstis   Suzuki   Finseth et al   Martin et al   Zellweger  Schilit et al   Ishisaka   Van Der Meer  Siow et al   Clothier  Alexander   Liu et al   Eisenberg  Eberhard et al   Ho   Ruberry et al   Graham et al   Knowles  Cohen et al   Rivette et al   Wone   Stasnick et al   Levine et al   Hurtado et al   Walden et al   Swaminathan et al   Kaasila  Berquist et al   Lection et al   Saxton et al   Koppolu et al   Gupta et al   Robertson et al   Keenan et al   Arons et al     US 7 496 830 B2  Page 3       6 535 294 Bl 3 2003 Arledge  Jr  et al   6 539 370 Bl 3 2003 Chang et al   6 549 220 Bl 4 2003 Hsu et al   6 549 878 Bl 4 2003 Lowry et al   6 560 621 B2 5 2003 Barile   6 571 211 Bl 5 2003 Dwyer et al   6 571 295 Bl 5 2003 Sidana  6 573 907 Bl 6 2003 Madrane  6 585 776 Bl 7 2003 Bates et al     6 631 496 B1  10 2003 Lietal                      715 501 1    6 636 238      10 2003 Amir et al    6 647 534      11 2003 Graham   6 662 310 B2 12 2003 Lopez et al    6 687 878 Bl 2 2004 Eintracht et al    6 697 997      2 2004 Fujimura   6 710 790      3 2004 Fagioli   6 714 214 Bl 3 2004 DeMello   6 760 884 Bl 7 2004 Vertelney et al    6 766 494 B1  7 2004 Priceetal                     715 203   6 772 139 B1 8 2004 Smith   6 788 316 Bl 9 2004 Ma et al    6 871 318 Bl 3 2005 Wynblatt et al    6 904 450 B1  6 2005 Kingetal                     709 203  2001 0031128 Al 10 2001 Manbeck  2002 0013834 Al  1 2002 Esakov etal                  709 223    2002 0097261 Al  2002 0099552
78. ser sees no surrounding frame  and a tap  action in the margins has the defaults specified in the list  above  In the edge zones embodiment  the user sees a sur   rounding frame that is wide enough to provide an edge zone     US 7 496 830 B2    15    and taps in the corresponding edge zones have the effects  specified in the list above  In this latter embodiment  the  default action for taps in each of the document   s margins is to  insert an embedded annotation  i e   a user note   In the mar   gins only embodiment  the user would insert annotations into  a margin not by tapping there but by explicitly invoking a  command  such as an Insert Note command available on the  margin   s popup menu    The display content  This is the area inside the page mar   gins where content is displayed  Content may include  links that the user can navigate by touching them  as well  as user created highlighting  jottings  and embedded  notes and recordings    The note form  This is a document template that is used to  implement several important PV UI features  including  bookmarks  notes  and clippings  The note form is just a  blank document that has predefined fields like an entry  field for a title  and option boxes to control the note   s  presentation and behavior  e g   its color  type  source  back link  and anchor spec   The note form can also have  a Send button    The built in documents  The PV has a few built in docu   ments  as listed below  There is nothing    special    about
79. ses  the display to navigate to that other document  A link can also  relate a spot or region in a document and an active runable  object such that when a user activates that link or touches that  spot in the document  the associated object is run  Parameters  for the execution of the object may be supplied by properties  associated with the link  Links  therefore  can act as com   mands  Links may be to any kind of command code    A link may manifest in various ways based on the link   s  properties  Links can look like not only clickable spots  but  also fill in fields and other kinds of well known and later   developed user interface elements  Alternatively  links can  manifest in the containing document a frame displaying the  contents of part  or all  of the linked to document  When links  are displayed  in addition to basing the display format of the  link on the link   s display properties  the link display format  may depend upon the characteristics of the linked to docu   ment    The path a user takes to reach a document typically affects  the behavior and presentation of the document  State like  information for displaying a linked to document page is  stored separately from the linked from and linked to docu   ments as part of the link   s properties  Users access  interact  with  and navigate among both user content documents and  user interface documents in a unified way  namely  by acti   vating links  Further  both user content document pages and  user interfac
80. the short   cuts would appear to a user  because  eventually  shortcuts are  what most users would use in their day to day activities with  the documents with links UI    Rich Navigation and Maintaining the User   s Navigational  History   When a user performs a navigation action  a record is  created of where the user navigated to and at what date and  time this occurred  It is thus possible to query this set of  records to derive many views ofa user s navigational history   including  for instance  a network view  also referred to as a  history map view  Ways in which a user s navigational history  may be viewed are discussed in more detail below in the  Viewing History section    The history map view is a generalization of the linear  history provided by prior art browsers  The history map view  makes it easy for a user to revisit a place the user visited  previously  with important cues about the context in terms of  other places the user was visiting at the time  The Next com   mand works with the branching history too  A user can  explore a chain of links  back up  explore a different chain   back up  and Next the user   s way down the original chain to  get back to where the user was  This is much easier than  having to manually re follow the original chain of links   which would be impossible if the user has forgotten the chain  of links they had previously followed   This is an important extension of the prior art browsing  metaphor  Unlike prior art browser UIs with
81. tion below     US 7 496 830 B2    23   Interface Shortcuts and Smarts   Most Likely to Use Links and Other Heuristics   The PV Ul can include heuristics  which allow it to offer up  most likely to use links to additional material  One case of  these is the context menu that appears when the user holds the  Next button  in addition to the most recent documents the user  has visited subsequent to the current one  the Next menu  includes heuristically determined choices of other places the  user may wish to visit  for example  documents on a topic  related to the current one   Another case is a feature called an  End Page  such as  for instance  End Page 1100 depicted in  FIG  11  Such an End Page is essentially a summary page at  the end of a document or book that offers the user related  topics such as    additional works by this author on this topic   written in the same time period commented on by these crit   ics    etc  In the case of directories such as email  where each  message is technically a document  the end page offers  threads based on that message other messages by same  author other text on the same topic  and the like    Ofcourse  other heuristics could also be used depending on  the context  For example  when offering up a set of command  choices to a user  the heuristics could be based on analysis of  the user   s current document context  recently used com   mands  and commands the user has used most frequently in  this and similar contexts in the past  Such
82. to activation of a next link by the user at   least once  navigating forward along the first naviga   tional path    2  The computer readable medium of claim 1  wherein the  second navigational path includes one of the plurality of user  interface documents and one of the plurality of user content  documents    3  The computer readable medium of claim 1  wherein at  least one page of the first and second navigational paths is the  same page     20    25    30    35    40    45    50    55    26    4  The computer readable medium of claim 3  wherein the  same page is one of the plurality of user interface documents    5  The computer readable medium of claim 3  wherein the  same page is one of the plurality of user content documents    6  The computer readable medium of claim 1  further com   prising a step of storing a navigational history of the first  navigational path and the second navigational path    7  The computer readable medium of claim 6  wherein the  stored navigational history includes information about when  the user navigated to each document page in the first naviga   tional path    8  The computer readable medium of claim 6  wherein the  stored navigational history includes information about when  the user navigated to each document page in the second  navigational path    9  The computer readable medium of claim 6  further com   prising a step of generating a history view map for displaying  the stored navigational history    10  The computer readable medium
83. ts of a document  Accordingly  there  is a need to provide rich support for audio note taking with the  ability to correlate and synchronize audio and textual material  and to review and retrieve audio notes    Prior art device to device and device to PC synchroniza   tion schemes typically are not seamless and require a great  deal of configuration and attention from the user  Accord   ingly  there is a need to provide automatic and transparent  synchronization between a user s computers  such as a hand   held computer and a desktop computer    In prior art UIs  methods for getting help are currently  separate from the content and often require completely dif   ferent interactions than interacting with content  Accordingly   there is a need to make the process of getting help about a  function the same as the process for carrying out the function    Prior art UIs typically have a    single user model    at the  heart of their interface metaphors  which makes sharing con   tent and annotations with other users difficult and non intui   tive  Accordingly  there is a need to make sharing and col   laborating on documents easier and more automatic     SUMMARY OF THE INVENTION    According to various preferred embodiments  the inven   tion includes a user interface architecture in which user con   tent and user interface are composed of documents with links   A link can relate a spot or region in a document with a spot or  region in another document  so that touching the link cau
84. y provides a way to change  the anchor    Hotspot  Specifies the physical extent and appearance of  the hotspot  By default the extent matches that of the  anchor  but it can be made bigger or smaller and of  arbitrary shape  noncontiguous hotspots are also pos   sible  For hotspots on text  the default appearance is blue  underlined text  but the foreground and background col   ors and text attributes can be changed  Other appearance  options include manifesting the link as an icon  button   thumbnail of the link target  or as an in place  active   rendering of the link target  Hotspots can also be invis   ible  which is appropriate for links over GIF images  for  instance  Another hotspot option specifies how the link  is previewed  any or all of  the name of the target  a  thumbnail of it  and or specific balloon text    Destination anchor  Specifies the target of the link and its  range  The basic link creation UI results in destination  anchors that are a single document position  a    point      ratherthana range  Destination ranges that are not points  are a very advanced feature mainly used in implement   ing certain viewing and collaboration features  For  example  ifthe destination anchor 15 a range  the viewing  software can automatically synthesize appropriate link  preview information based on the content of the range    Behavior  Specifies the action to take on tap and hold  operations  Choices include  Navigate  Goes to the link destination    Preview  Pops up 
    
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