JP2013242783A - Information processing apparatus, document management system, and document management program - Google Patents

Abstract

An object of the present invention is to make it possible to comprehensively understand the relationship between documents to be managed.
An information processing apparatus having a function of displaying information on a document managed on a network, accepting selection of a document in response to a user operation, and information on a related document related to the selected document; Relevance information indicating the relevance between documents is acquired via a network, display information is generated so that images indicating the selected document and related documents are arranged, and each of the information indicated by the relevance information is displayed. By generating display information so as to display line segments that connect the images of the document according to the relevance between the documents and in a form corresponding to the relevance, the display unit of the information processing apparatus can Display information for displaying a correlation diagram is generated.
[Selection] Figure 6

Description

  The present invention relates to an information processing apparatus, a document management system, and a document management program, and more particularly to management of relationships between documents.

  In recent years, there has been a tendency to digitize information, and image processing apparatuses such as printers and facsimiles used for outputting digitized information and scanners used for digitizing documents have become indispensable devices. Such an image processing apparatus is often configured as a multifunction machine that can be used as a printer, a facsimile, a scanner, or a copier by providing an imaging function, an image forming function, a communication function, and the like. There is also known a document management system that stores and uses such digitized documents in a document management server.

  In such a document management system, for the purpose of facilitating and improving the management of documents that are related to each other, a method of displaying the transition of documents and a calendar format between documents (see, for example, Patent Document 1), A method has been proposed in which the range to be associated is not a document unit but a section or page that is an item in a document (see, for example, Patent Document 2).

  In the case of the inventions disclosed in Patent Literature 1 and Patent Literature 2, it is possible to grasp the transition of documents. However, since there are various types of relationships between documents, The relationship cannot be grasped exhaustively.

  The present invention has been made to solve such a problem, and an object of the present invention is to make it possible to comprehensively grasp the relationship between documents to be managed.

  In order to solve the above-described problem, an aspect of the present invention is an information processing apparatus that displays information on a document managed on a network, and receives a document selection in response to a user operation. A related document information acquisition unit that acquires related document information related to the selected document and related information indicating a relationship between documents, and the selected document and the related information based on the related document information Images indicating the documents are arranged, and the relevance between the documents indicated by the relevance information is a line segment connecting the images of the document, and a line segment in a form corresponding to the relevance. And a display information generation unit that generates display information for displaying the displayed screen on the display unit of the information processing apparatus.

  Another aspect of the present invention is an information processing system that displays information on documents managed on a network, and is managed by a document selection receiving unit that receives document selection in response to a user operation. Information extraction that refers to a storage device in which a list of existing documents and a list showing relationships between documents are stored, and extracts information on related documents related to the selected document and relationship information showing relationships between documents An image indicating the selected document and the related document based on the acquired information on the related document, a related document information acquiring unit that acquires the information on the extracted related document and the related information, Each of the screens is arranged, and the relevance between the respective documents indicated by the relevance information is a line segment connecting the images of the document and is indicated by a line segment in a form corresponding to the relevance. A display information generation unit that generates display information to be displayed on a display unit of the information processing apparatus, and a display processing unit that displays the screen in the information processing apparatus based on the display information. .

  According to still another aspect of the present invention, there is provided a program for displaying information of a document managed on a network on an information processing apparatus, the step of receiving a selection of a document according to a user operation, and the selected A step of acquiring related document information related to the document and related information indicating the relationship between documents, and an image indicating the selected document and the related document are arranged based on the related document information, respectively. In addition, a screen in which the relevance between the documents indicated by the relevance information is a line segment connecting the images of the document and indicated by a line segment in a form corresponding to the relevance is displayed on the information processing apparatus. And causing the information processing apparatus to execute a step of generating display information to be displayed on the display unit.

  According to the present invention, it is possible to comprehensively grasp the relationship between documents to be managed.

It is a figure which shows the operation | use form of the document management system which concerns on embodiment of this invention. It is a block diagram which shows typically the hardware constitutions of the information processing apparatus which concerns on embodiment of this invention. It is a block diagram which shows the function structure of the document management server which concerns on embodiment of this invention. It is a figure which shows the content of the electronic document database which concerns on embodiment of this invention. It is a block diagram which shows the function structure of the client terminal which concerns on embodiment of this invention. It is a figure which shows the example of a display of the correlation diagram view which concerns on embodiment of this invention. It is a figure which shows the example of a display of the document list which concerns on embodiment of this invention. It is a figure which shows GUI of the browser application in a client terminal. It is a flowchart which shows the operation | movement for displaying the correlation diagram view which concerns on embodiment of this invention. It is a flowchart which shows the change operation | movement of the link content between the documents which concerns on embodiment of this invention. It is a figure which shows the example of a display of the correlation diagram view which concerns on embodiment of this invention. It is a flowchart which shows the operation | movement for displaying the correlation diagram view which concerns on other embodiment of this invention.

  Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings. FIG. 1 is a diagram illustrating an example of an operation mode of a document management system according to the present embodiment. As shown in FIG. 1, the document management system according to the present embodiment includes a document management server 1, a tablet terminal 2a, a notebook PC (Personal Computer) 2b, a smartphone 2c, and a PC 2d, such as a network such as the Internet or a LAN (Local Area Network). It is connected and configured.

  In addition to the digitized document information to be managed, the document management server 1 includes link information indicating the relationship between each document, and user information that is information for each user who uses the system according to the present embodiment. Various information is stored and managed. In addition, the document management server 1 according to the present embodiment has a function of extracting information for displaying a correlation diagram view in which the relationship between each document is visually specified based on the information as described above.

  The tablet terminal 2a, the notebook PC 2b, the smartphone 2c, and the PC 2d are information processing terminals for users who use the document management system according to the present embodiment to access the document management server 1 as clients. Hereinafter, the tablet terminal 2a, the notebook PC 2b, the smartphone 2c, and the PC 2d are collectively referred to as the client terminal 2.

  In such a system configuration, the document management server 1 extracts the information that is the basis of the correlation diagram view as described above, and the client terminal 2 that has received the information generates display information for displaying the correlation diagram view. In the present embodiment, the link information stored in the document management server 1 is edited based on an operation on a GUI (Graphical User Interface) displayed on the client terminal 2. It is the summary which concerns on.

  Next, a hardware configuration of an information processing apparatus such as the document management apparatus 1 or the client terminal 2 according to the present embodiment will be described. FIG. 2 is a block diagram illustrating a hardware configuration of the information processing apparatus according to the present embodiment.

  As shown in FIG. 2, the information processing apparatus according to the present embodiment includes the same configuration as that of a general server or PC. That is, the document management apparatus 1 according to the present embodiment includes a CPU (Central Processing Unit) 10, a RAM (Random Access Memory) 20, a ROM (Read Only Memory) 30, an HDD (Hard Disk Drive) 40, and an I / F 50. 80 is connected. Further, an LCD (Liquid Crystal Display) 60 and an operation unit 70 are connected to the I / F 50.

  The CPU 10 is a calculation means and controls the operation of the entire information processing apparatus. The RAM 20 is a volatile storage medium capable of reading and writing information at high speed, and is used as a work area when the CPU 10 processes information. The ROM 30 is a read-only nonvolatile storage medium and stores a program such as firmware. The HDD 40 is a non-volatile storage medium that can read and write information, and stores an OS (Operating System), various control programs, application programs, and the like.

  The I / F 50 connects and controls the bus 80 and various hardware and networks. The LCD 60 is a visual user interface for the user to check the state of the information processing apparatus. The operation unit 70 is a user interface such as a keyboard and a mouse for a user to input information to the information processing apparatus. Since the document management server 1 is operated as a server, user interfaces such as the LCD 60 and the operation unit 70 can be omitted.

  In such a hardware configuration, a program stored in a storage medium such as the ROM 30, the HDD 40, or an optical disk (not shown) is read into the RAM 20, and operates according to the control of the CPU 10, thereby configuring a software control unit. A functional block for realizing the functions of the document management server 1 and the client terminal 2 according to the present embodiment is configured by a combination of the software control unit configured as described above and hardware.

  Next, the functional configuration of the document management server 1 according to the present embodiment will be described with reference to FIG. As shown in FIG. 3, the document management server 1 according to the present embodiment provides a document management unit that provides a function for executing various processes in response to requests from the client terminal 2 via the network in the document management function. 100, the document management server 1 includes a communication processing unit 110 for communicating with other devices via a network. The document management server 1 also includes a user information database 120 that stores information on users who use the system, and an electronic document database that stores information on documents to be managed and link information indicating the relationship between the documents. 130 can be referred to. The user information database 120 and the electronic document database 130 may be provided inside the document management server 1.

  The document management unit 100 includes a document browsing unit 101, a login processing unit 102, a document search processing unit 103, a related document management unit 104, a version management unit 105, and a document information management unit 106. The document browsing unit 101 provides the client terminal 2 that uses the functions of the document management server 1 with a view that enables hierarchical navigation to the managed document. These views specify the display format, such as whether to display the document as a list, thumbnail, or other display method, whether to display the document sorted in ascending order by name or sorted in descending order by date. And the extension and number of sections that make up the document.

  In response to an access request from the client terminal 2, the login processing unit 102 receives a server URL (Uniform Resource Locator), a user name, a password, a domain, and the like, and collates with user authentication information stored in the user information database 120. By performing user authentication, the requesting client terminal 2 is recognized as a user of the document management system according to the present embodiment. The user authentication information is not limited to the user name, password, domain, and the like, and other information that can identify the user can be used.

  The document search processing unit 103 provides a search function for document information stored in the electronic document database 130. The document search processing unit 103 searches the electronic document database 130 in response to an empty request of the client terminal 2 and also generates information for displaying the above-described correlation diagram view in order to extract related documents. The document database 130 is searched.

  The related document management unit 104 performs processing related to a related document such as confirmation of the presence / absence of a document related to one document specified by a user operation or system operation. The version management unit 105 manages the version of one document specified by a user operation or system operation. The document information management unit 106 performs processing related to document management in accordance with user operations and system operations.

  Here, among the information stored in the electronic document database 130 according to the present embodiment, an example of information indicating the attribute of each document and link information indicating the relationship between the documents as described above will be described. To do. FIG. 4A is a diagram showing an example of information indicating the attributes of each document (hereinafter referred to as document attribute information). As shown in FIG. 4A, the document attribute information includes information of “document ID”, “document group ID”, “creation date”, “creator”, and “version”.

  “Document ID” is identification information for identifying a document, and is identification information for uniquely identifying all stored documents. On the other hand, the “document group ID” is identification information in which the same value is set for a series of documents with different versions. In other words, the “document ID” is identification information used to associate a series of documents with different versions. In the example of FIG. 4A, the same “document group ID” of “group001” is set for the document whose “document ID” is “doc001” and the document whose “doc003” is “version”. Are different between “ver1.0” and “ver2.0”.

  FIG. 4B is a diagram showing an example of information indicating the parent-child relationship of documents (hereinafter referred to as parent-child relationship information) in the link information. As shown in FIG. 4B, the parent-child relationship information includes information of “parent-child ID”, “parent document ID”, and “child document ID”. “Parent-child ID” is identification information for identifying a parent-child link of a document. “Parent document ID” and “child document ID” are identification information for identifying the parent document and the child document in the link, respectively, and correspond to the “document ID” shown in FIG. ing.

  FIG. 4C is a diagram illustrating an example of information (hereinafter, referred to as “linkage relationship information”) indicating the link relationship between documents in the link information. As shown in FIG. 4C, the connection relation information includes information of “join ID”, “join destination ID”, and “join source ID”. “Combination ID” is identification information for identifying a link of document connection relations. “Destination ID” is identification information for identifying a document generated by combining a plurality of documents in the link, and “document ID” of FIG. 4A is used as “doc00x”. "Is information for specifying one document identified by". " The “combining source ID” is identification information for identifying a plurality of documents to be combined in the combined link, and a plurality of “document IDs” are listed as “doc00x, doc00x, doc00x...”. Information.

  The version management unit 105 shown in FIG. 3 determines the relationship between a series of documents with different versions based on information as shown in FIG. Further, the related document management unit 104 determines the relationship between a plurality of documents including the related contents such as “parent and child” and “join” based on the information as shown in FIGS. 4B and 4C.

  Next, the functional configuration of the client terminal 2 according to the present embodiment will be described with reference to FIG. As shown in FIG. 5, the client terminal 2 according to the present embodiment includes a controller 200 and a network I / F 210 in addition to the LCD 60 and the operation unit 70 described in FIG. 2. The controller 200 includes a network control unit 201, an operation control unit 202, a display control unit 203, a browser application 204, and a view display processing unit 205.

  The network I / F 210 is an interface for the client terminal 2 to communicate with other devices via the network, and an interface such as Ethernet (registered trademark) is used. The network I / F 210 is realized by the I / F 50 shown in FIG. The controller 200 is configured by a combination of software and hardware. The controller 200 is a control unit that controls the entire client terminal 2. The network control unit 201 acquires information input via the network I / F 210 and transmits information to other devices via the network I / F 210.

  The operation control unit 202 acquires a signal of an operation by the user for the operation unit 70 and inputs it to a module that operates in the client terminal 3 such as the browser application 204. The display control unit 203 displays the state of the client terminal 2 on the LCD 60 such as a GUI (Graphical User Interface) of the browser application 204.

  The browser application 204 is a software module for using the functions of the document management server 1 in the client terminal 2, and is configured by a general Web browser or dedicated browser software corresponding to the document management server 1. The view display processing unit 205 performs GUI display processing via the browser application 204 by exchanging information with the document management server 1 in accordance with a user's operation on the GUI displayed via the browser application 204. Do.

  With this system configuration, the user operates the browser application 204 on the client terminal 2 and establishes communication between the network control unit 201 of the client terminal 2 and the communication processing unit 110 of the document management server 1. As a result, the document stored in the electronic document database 130 can be referred to and edited via the browser application 204.

  In such a document management system, the gist of the present embodiment is the content of the GUI corresponding to the function of the document management server 1 displayed on the LCD 60 of the client terminal 2. With reference to FIG. 6, the GUI according to the gist of the present embodiment will be described. FIG. 6 is a diagram showing a “correlation diagram view” indicating a correlation between documents in the GUI for using the function of the document management server 1 according to the present embodiment.

  As shown in FIG. 6, in the correlation diagram view according to the present embodiment, a plurality of documents are arranged on the screen, and the plurality of documents are connected and displayed by line segments indicating the contents of the respective relationships. The In the correlation diagram view according to the present embodiment, a document directly or indirectly related to the document is extracted and displayed with the one document selected by the user as the center. In the example of FIG. 6, a case where a document “Notification of the first meeting of A meeting” is selected is taken as an example.

  Among the line segments shown in FIG. 6, a solid line segment with a black circle at one end and a black square (rectangle) at the other end indicates a parent-child relationship, a black circle side indicates a parent document, and a square side indicates a child document. ing. That is, the document of “A standard study meeting” indicates that it is the parent document of “Notice of first meeting of A meeting”. The document “A meeting 1st document 1 (latest version)” is a child document of “A meeting 1st meeting notice”.

  Among the line segments shown in FIG. 6, a solid line segment having an arrow at one end is a line segment indicating the relationship between the versions before and after the revision, and the arrow side indicates the new version and the opposite side indicates the old version document. That is, the document “A meeting 1st document 1 (latest version)” is a revision of the document “A meeting 1st document 1 (2.0 version)”.

  Of the respective line segments shown in FIG. 6, a broken line segment whose one end is an arrow is a line segment indicating a connection relationship, and the arrow side indicates a combination destination, and the opposite side indicates a combination source document. That is, the document “A meeting 2nd document 2” is a document generated by combining the document “A meeting 2nd document memo” and the document “A meeting reference material”.

  Of the respective line segments shown in FIG. 6, broken line segments to which nothing is added at both ends are line segments indicating relationships determined as related document candidates. In the example of FIG. 6, there are two documents named “A meeting second material 2”, and these two documents are determined as related document candidates.

  As described above, when displaying the correlation diagram view according to the present embodiment, a single document is selected by the user, the relationship between each document is determined with the document as the center, and the relationship between the documents is determined. The sex is clearly displayed by the manner of the line segments connecting each other. The line segments referred to here are solid lines, broken lines, etc., as shown in FIG. 6, line shapes such as wavy lines, jagged lines, double lines, etc., lines such as black circles, black squares, arrows, etc. The shape, form, etc. of the minute end. In addition, it is also possible to use the color of a line segment.

  In this manner, the user who has viewed the correlation diagram view can easily grasp which documents are related to each other and can also grasp the related contents at the same time. It is possible to improve user convenience.

  Here, as described above, the selection of one central document is executed in a GUI of a file list screen such as a browser of a general file system. FIG. 7 shows an example of a list screen according to the present embodiment. As shown in FIG. 7, in a general list screen, documents are displayed as a list, such as a list of documents in a specified folder or a list of documents that match a search condition specified by the user. It is difficult to visually grasp the correlation between documents. The usefulness of the correlation diagram view according to the present embodiment can also be understood from the difference between the GUI in FIG. 7 and the GUI in FIG. 6.

  As shown in FIG. 7, in the GUI in which documents are displayed as a list, the user operates the operation unit 70 of the client terminal 2 to select one central document as described above. As a result, the selection of a document is accepted via the view display processing unit 205 browser application 204. That is, here, the view display processing unit 205 functions as a document selection receiving unit. Furthermore, when the user operates the operation unit 70 to specify switching to the correlation diagram view described in FIG. 6, a document selection result and a correlation diagram view display command are transmitted to the document management server 1. Information for displaying a correlation diagram view as shown in FIG. 6 is generated in the document management server 1.

  With reference to FIG. 8, an operation when the document management server 1 according to the present embodiment generates information for displaying a correlation diagram view according to the above-described flow will be described. As shown in FIG. 8, when a document selection result and a correlation diagram view display command are received from the client terminal 2 (S801), the document management server 1 searches for related documents (S802). In addition, related document candidates are searched (S809).

  The document selection result information acquired in step S801 is information corresponding to the “document ID” shown in FIG. In addition, the correlation diagram view display command acquired in step S801 includes a user ID for identifying a user who uses the client terminal 2 that is the source of the command. In S802, the related document management unit 104 refers to the parent-child relationship information and the connection relationship information described in FIGS. 4B and 4C, and selects the result received in S801, that is, the “document ID” and the parent-child relationship or Search for other documents in a join relationship.

  In step S802, the version management unit 105 refers to the document attribute information described with reference to FIG. 4A and assigns the same “document group ID” to the document specified by the “document ID” related to the selection result. The presence or absence of a document that has been searched is searched. When another document is extracted as a result of the processing of S802, that is, when there is a related document to be acquired (S803 / YES), the related document management unit 104 and the version management unit 105 are identified from the extracted document. The document is selected and its “document ID” is acquired (S804).

  When the “document ID” of the related document is acquired by the processing of S804, the document information management unit 106 refers to the “document ID” and also refers to the user ID included in the correlation diagram view display command, and the user It is determined whether or not has an access right to the document extracted as the related document (S805). The access authority for each document is set, for example, in the document attribute information described with reference to FIG. 4A. In S805, the document information management unit 106 can determine the access authority by referring to the information. it can.

  As a result of the determination in S805, if there is an access right (S805 / YES), the document information management unit 106 acquires various types of information related to the related document from the document attribute information shown in FIG. The record of the parent / child information and the combined information related to the document, that is, the record associated with the three pieces of information as shown in FIGS. 4B and 4C is acquired as the relevance information (S806), and the correlation diagram. It is temporarily stored in a storage medium as information for displaying a view.

  In step S809, the document information management unit 106 acquires document information from the document attribute information illustrated in FIG. 4A based on the “document ID” related to the document selection result, and the document search processing unit 103 receives the document information. Request retrieval of related document candidates. As the related document candidate search processing, for example, by determining whether the document names match or similar, it is possible to extract document candidates that are likely to be related documents. In addition, by determining whether the section name, that is, the item name of the content included in the document matches or is similar, it is possible to determine the possibility of a document that has been edited after being combined, decomposed, copied, or copied. . In addition, the document attribute information as shown in FIG. 4A, such as the comparison result of the value of a specific field specified in advance by the user, that is, based on the coincidence or similarity of the information included in the document list, should be a related document. For example, a mode for preventing omission of a document is considered.

  When the related document candidate is extracted by the processing of S809 (S810 / YES), the document information management unit 106 acquires the “document ID” related to the extraction result from the document search processing unit 103 (S811), and similarly to S805. The access right is determined (S812). If the access right is determined as a result of the determination in S812 (S812 / YES), the document information management unit 106 acquires the document information of the related document candidate from the document attribute information as in S806, and the two documents are related documents. Information indicating a candidate is generated (S813), and is temporarily stored in a storage medium as information for displaying a correlation diagram view (S814). Here, the information indicating that the two documents are related document candidates (hereinafter referred to as related document candidate information) is the “document ID” of the two documents in addition to the identifier indicating that the two documents are related document candidates. Is the associated information.

  The related document candidate extraction process of S809 to S814 is executed based on the “document ID” related to the selection result acquired in S801, and as shown in FIG. 8, the “document” of the related document acquired in S806 is shown. It is also executed on the basis of “ID”. As a result, related document candidates for one document selected as the center of the correlation diagram view and documents related to the one document are extracted and displayed in the correlation diagram view.

  When the processing of S806 and S814 is completed, the document information management unit 106 checks whether there is a document that has not been acquired in S804 after being extracted in S802 (S807). (S807 / NO), the processing from S802 is repeated. Here, in the processing of S802 again, the related document management unit 104 and the version management unit 105 perform the parent-child relationship document, the merge relationship document, and the same document based on the “document ID” of the document acquired in S805. Search for documents of different versions belonging to a group. Thereby, as shown in FIG. 6, the related document and related document candidate over many generations are extracted. In other words, in the document management system according to the present embodiment, a document further related to the document extracted as the related document of the document selected as the center is also extracted as the related document.

  The processes in S802 to S807 shown in FIG. 8 are processes for extracting associated documents managed in association with each other in the electronic document database, and the processes in S809 to S814 are not associated with the added information. This is a process for extracting a related document candidate determined as a related document based on this. When the processes of S802 to S807 and S809 to S814 are repeated and the acquisition of all related documents is completed (S807), the document information management unit 106 repeats the above process to store information stored in the storage medium, that is, a correlation diagram. Information for displaying the view is transmitted to the client terminal 2 that is the request source of the correlation diagram view display request via the communication processing unit 110 (S808), and the process ends.

  If no other document is extracted as a result of the process of S802 (S803 / NO), the document management unit 100 transmits only the document information of the selected document (S808), and the process ends. When the related document candidate of the selected document has been extracted by the processing of S809 to S814, the document management unit 100 transmits “document information of the selected document and related document candidate” in S808.

  In the client terminal 2 that has received such information, the network control unit 201 acquires the information via the network I / F 210, and the view display processing unit 205 shows a correlation diagram as shown in FIG. 6 based on the information. Display information for displaying the GUI of the view is generated and passed to the browser application 204. As a result, a correlation diagram view as shown in FIG. 6 is displayed by the browser application 204. That is, the view display processing unit 205 functions as a related document information acquisition unit and a display information generation unit.

  The view display processing unit 205 generates information for displaying an icon indicating each document as shown in FIG. 6 based on the document name included in the acquired document information, and simultaneously acquires the parent-child relationship information and the combination Based on the relationship information, a parent-child relationship and a connection relationship between the documents are determined, and information for displaying line segments in a mode suitable for connecting the documents is generated. Further, the view display processing unit 205 determines the revision history of the version of each document based on the information of “document group ID” and “version” included in the acquired document information, and connects the respective documents. Information for displaying a suitable line segment is generated. Further, the view display processing unit 205 generates display information for displaying a supplementary note for indicating a version, such as “(latest version)” and “(2.0 version)” in FIG. 6.

  It should be noted that the list display screen as shown in FIG. 7 and the correlation diagram view as shown in FIG. 6 can be switched by, for example, tab browsing. Then, when the information necessary for displaying the correlation diagram view is acquired by the client terminal 2 by executing the process shown in FIG. 8 once, switching from the list display screen to the correlation diagram view is performed by document management. It is possible to execute without performing communication with the server 1. Further, even when the correlation diagram view is displayed once by executing the process shown in FIG. 8, the other document is selected again as the central document and switched to the correlation diagram view. In this case, the process shown in FIG. 8 is executed again.

  The range for storing the information acquisition request and the acquired information when displaying the correlation diagram view is that all related information (including related information of related information) is acquired and displayed in the view (the size of the area of the view) Or the like may be displayed by scrolling), or by acquiring and storing information that can be displayed in the view display area, and obtaining the difference each time the display area changes. In addition, a method may be used in which the range to be acquired (up to how many generations of relations are displayed) is determined in advance and only that portion of the selected document is acquired and displayed, or can be specified from those methods in operation settings But you can. It may also be possible to set whether to display both related information such as parent-child relationship information and connection relationship information and version information or only related information. It is assumed that the acquired information is stored in a primary storage area of the client device.

  Further, the link in which the relationship is defined on the database, such as the parent-child relationship, the connection relationship, and the revision history of a series of versions, and the related candidate information extracted by the processing of S809 to S814 in FIG. There is a difference in accuracy. Therefore, the related document candidate may be displayed in a state that can be distinguished from the normal related document, such as by providing a difference in the design and transparency of the document icon.

  In the correlation diagram view displayed as shown in FIG. 6 in this way, the user specifies the link between each document, and details of the link, that is, the parent-child relationship, the joint relationship, and the revision history of a series of versions. Etc. can be changed. For example, as a result of the processing shown in FIG. 8, it is possible to change a link between two documents displayed as having a parent-child relationship to a series of revision histories. Such an operation will be described.

  FIG. 9 is a flowchart showing the operation of the client terminal 2 when changing the details of the link. As shown in FIG. 9, first, a correlation diagram view is displayed on the client terminal 2 (S901). When the correlation diagram view is displayed, the view display processing unit 205 determines whether a plurality of documents are displayed in the correlation diagram view, that is, whether there is a document related to the document selected by the user. (S902).

  If a plurality of documents are displayed as a result of the determination in S902 (S902 / YES), the view display processing unit 205 waits for operation information from the operation control unit 202 for the browser application 204, and selects a link to be changed. Accept (S903). When a link to be changed is selected in the correlation diagram view as shown in FIG. 6, the user operates a pointing device such as a mouse as the operation unit 70, and lines indicating the respective links displayed on the correlation diagram view. Select by clicking on the minute. Accordingly, the position where the browser application 204 is clicked with the mouse is determined, and the view display processing unit 205 identifies the line segment displayed at the position corresponding to the determination result.

  FIG. 10 shows a display mode of the correlation diagram view when the link is selected in this way. FIG. 10 shows a case where a link between two documents “A meeting second material 2” displayed as a related document candidate is selected. As shown in FIG. 10, when a link is selected in the correlation diagram view, the view display processing unit 205 generates display information so that a line segment corresponding to the selected link is highlighted, and the browser application 204 To display. In FIG. 10, the selected link is displayed with a bold line.

  Further, the view display processing unit 205 generates display information for displaying the relationship setting screen as illustrated in FIG. 10 and causes the browser application 204 to display the display information. In the relationship setting screen, in addition to the names of the two documents connected by the selected link, a selection unit for selecting the content of the relationship between the documents is displayed. As shown in FIG. 10, the relationship setting screen is displayed in association with the line segment corresponding to the selected link. By performing an operation for selecting a relationship on such a relationship setting screen, the user can edit the relationship between two documents related to the selected link.

  The view display processing unit 205 that generates display information for displaying a screen as illustrated in FIG. 10 and displays the display information on the browser application 204 waits for operation information from the operation control unit 202 for the browser application 204 and is selected. Changes to the link are accepted (S904). When inputting the change contents for the link, the user operates the operation unit 70 to select a connection relationship such as “parent-child”, “connection”, “version”, etc. in the GUI or the like of the options displayed on the correlation diagram view. Enter the details of the change.

  In addition to the example of the related type change described above, the link change mode includes the deletion of the relationship, the replacement of the parent and child in the parent-child relationship, the change of the join destination and the join source in the join relationship, and the related document. There may be processing for newly setting a link extracted as a candidate as a formal association.

  When the change content for the selected link is received, the view display processing unit 205 transmits the received change content to the document management server 1 via the network control unit 201 as information for setting the relevance (S905). . That is, the view display processing unit 205 functions as an association setting unit. As a result, in the document management server 1, the document information management unit 106 updates the document attribute information, the parent-child relationship information, and the connection relationship information stored in the electronic document database 130 based on the received information on the change contents. Reflect the changes. Further, the view display processing unit 205 transmits the change content, generates display information for displaying a line segment based on the link content after the change, and updates the displayed correlation diagram view (S906). .

  On the other hand, if only the document selected as the center is displayed as a result of the determination in S902 (S902 / NO), the view display processing unit 205 waits for operation information from the operation control unit 202 for the browser application 204, and The change of the link content is accepted by accepting the edit to each table described in 4 (a) to (c) (S907).

  When only one document is displayed on the correlation diagram view, a line segment indicating a link between documents is not displayed on the GUI, and thus it is impossible to select a link as a change target. Therefore, in this case, the link contents can be changed by directly editing the information defining the links between the documents, that is, the above-described document attribute information, parent-child relationship information, connection relationship information, and the like. In this case, the view display processing unit 205 acquires the above-described information from the document management server 1 via the network and displays it on the GUI, thereby enabling editing by the user.

  The editing of the relevance by the table editing in S907 is an example. Other methods include setting the relevance, searching for the document to be edited and selecting the target document, the same folder as the GUI described in FIG. A method may be considered in which a list of documents is displayed and a target document is selected therefrom. By selecting at least two documents, the user can newly input the relationship between the documents or edit the set relationship.

  As described above, in the document management system according to the present embodiment, by displaying the correlation diagram view as shown in FIG. 6, it is possible to easily grasp the relationship between the respective documents and display the correlation diagram view. It is possible to easily edit relations between documents by using a visual interface.

  In step S903, the user may directly select two documents in addition to selecting a line segment connecting two documents. In this case, it is also possible to newly set the relevance for two documents whose relevance is not recognized.

  Next, a case where the search range of related documents is limited will be described. In the example of FIG. 8, the document management server 1 searches for a related document related to the document selected as the central document, and further searches for a document related to the related document extracted by the search, so that the correlation diagram view is displayed. Include in the display target. In this case, since the amount of related documents to be extracted may become enormous, it is possible to limit the amount of related documents to be extracted by limiting the number of related generations from the document selected as the center. preferable. FIG. 11 is a flowchart showing the operation in such a case.

  As shown in FIG. 11, when a document selection result and a correlation diagram view display command are received from the client terminal 2 (S1101), in the document management server 1, the related document management unit 104 displays the related display range, that is, the related generation. The presence / absence of restriction setting is confirmed (S1102). As a result, if there is no related display range setting (S1102 / NO), the normal processing of S802 to S807 and S809 to S814 of FIG. 8 is executed (S1113).

  If there is a related display range setting (S1102 / YES), then the version management unit 105 displays a series of documents with different versions, that is, documents with the same document group ID (hereinafter referred to as version documents). Whether or not is set (S1103). As a result, if the version document is set to non-display (S1103 / YES), the version management unit 105 invalidates the search for the version document and does not search for the version document in the subsequent search processing (S1104). On the other hand, if the version document is not set to non-display (S1103 / NO), the version management unit 105 validates the search for the version document (S1105).

  When the confirmation of the non-display setting of the version document is completed, the related document management unit 104 checks whether there is a restriction on the number of related generations (S1106). The setting of the related generation number limit is set in accordance with, for example, a user operation at the client terminal 2 and is notified to the document management server 1 together with the display request of the correlation diagram view from the client terminal 2. Remembered. As a result, if there is no limitation on the generation range (S1106 / NO), the normal processing of S802 to S807 and S809 to S814 in FIG. 8 is executed (S1113). At this time, if the process passes through S1104, the version document is excluded from the target in the search for the related document.

  On the other hand, if there is a generation range restriction as a result of the determination in S1106 (S1106 / YES), the related document management unit 104 and the version management unit 105 consider the generation range restriction in the same manner as in S802. A search is executed (S1107). At this time, if the process passes through S1104, the version document is excluded from the target in the search for the related document. Although not shown in FIG. 10, the related document candidate search is executed as in FIG.

  If another document is extracted as a result of the processing of S1107, that is, if there is a related document to be acquired (S1108 / YES), the related document management unit 104 and the version management unit 105 are identified from the extracted document. The document is selected and its “document ID” is acquired (S1109). At this time, the related document management unit 104 and the version management unit 105 preferentially acquire a document having a similar generation relative to the document selected as the center. When the “document ID” of the related document is acquired by the processing of S1109, the document information management unit 106 refers to the “document ID” and refers to the user ID included in the correlation diagram view display command. Similarly, it is determined whether or not the user has an access right to the document extracted as the related document (S1110).

  If the access right is not found as a result of the determination in S1110 (S1110 / NO), the document information management unit 106 proceeds to the process in S1112 without acquiring information about the related document. By such processing, it is possible to prevent an inappropriate document from being disclosed to an unauthorized user.

  If it is determined in S1110 that there is an access right (S1110 / YES), the document information management unit 106 acquires the document information of the related document from the document attribute information shown in FIG. Records of related parent-child information and combined information, that is, records associated with three pieces of information as shown in FIGS. 4B and 4C are acquired (S1111) and used as information for displaying a correlation diagram view. It is temporarily stored in a storage medium.

  When the processing of S1111 is completed, the document information management unit 106 determines whether or not the generation of the document from which the document information has been acquired has reached the set limit (S1112). As a result, if the limit has not been reached (S1112 / NO), the document management unit 100 repeats the processing from S1107. On the other hand, when the limit has been reached (S1112 / YES), the document information management unit 106 displays information accumulated in the storage medium by repeating the above processing, that is, information for displaying the correlation diagram view. The data is transmitted to the client terminal 2 that is the request source of the correlation diagram view display request via the communication processing unit 110 (S1114), and the process is terminated.

  In the processing of S1114, the document management unit 106 determines the information that is the basis for determining “YES” in S1112 among the acquired document information, that is, the generation related to the document selected as the center. The information of the document that has reached the limit is excluded, and the information is transmitted to the client terminal 2. As a result, the information transmitted to the client terminal 2 falls within the generation limit.

  By such processing, it is possible to limit the documents extracted for displaying the correlation diagram view in the document management server 1 by the related generations from the selected document, and a huge amount of documents are extracted. Can be prevented.

  As described above, according to the document management system according to the present embodiment, managed documents are extracted according to the user's specification and arranged on the screen, and the relevance between the respective documents It is clearly displayed according to the mode of connecting line segments. Therefore, it is possible to comprehensively understand the relationship between the documents to be managed.

  In the above embodiment, as an example, the related document and the relevance information extracted in the document management server 1 are transmitted to the client terminal 2, and the display information is generated by the view display processing unit 205 of the client terminal 2. explained. In addition, it is also possible to generate display information in the document management server 1 and transmit it to the client terminal 2, and the same effects as described above can be obtained.

1 Document management server 2 Client terminal 2a Tablet terminal 2b Notebook PC
2c Smartphone 2d PC
10 CPU
20 RAM
30 ROM
40 HDD
50 I / F
60 LCD
70 Operation Unit 80 Bus 100 Document Management Unit 101 Document Browsing Unit 102 Login Processing Unit 103 Document Search Processing Unit 104 Related Document Management Unit 105 Version Management Unit 106 Document Information Management Unit 110 Communication Processing Unit 120 User Information Database 130 Electronic Document Database 200 Controller 201 Network control unit 202 Operation control unit 203 Display control unit 204 Browser application 205 View display processing unit 210 Network I / F

JP 2002-312352 A JP 2002-259414 A

Claims (8)

An information processing apparatus for displaying information on documents managed on a network,
A document selection accepting unit that accepts document selection in response to a user operation;
A related document information acquisition unit that acquires related document information related to the selected document and related information indicating the relationship between documents;
The selected document and the image indicating the related document are arranged based on the information of the related document, and the relationship between the respective documents indicated by the relationship information connects the images of the document. A display information generating unit that generates display information for displaying on the display unit of the information processing apparatus a screen that is a line segment and is displayed by a line segment in a form corresponding to the relevance Processing equipment. A relevancy setting unit that outputs information for setting relevance between documents;
The display information generation unit, when a line segment connecting the images of the document is selected on the screen displayed based on the display information, shows the relationship between the documents connected by the selected line segment. Generate display information so that the relevance setting screen for setting is displayed,
The relevance setting unit generates and outputs information for setting relevance between documents connected by a selected line segment based on information input on the relevance setting screen. The information processing apparatus according to claim 1. The related document includes an associated document managed in association with a predetermined storage device, and a related document candidate determined as a related document based on information added to the document,
The display information generation unit generates an image indicating the associated document and an image indicating the related document candidate when generating display information so that the image indicating the selected document and the related document are arranged. The information processing apparatus according to claim 1, wherein the display information is generated so as to display images of different forms. An information processing system for displaying document information managed on a network,
A document selection accepting unit that accepts document selection in response to a user operation;
Referring to the storage device in which the list of managed documents and the list showing the relationship between documents are stored, the related document information related to the selected document and the relationship information showing the relationship between documents are extracted. An information extraction unit to
A related document information acquisition unit for acquiring the extracted related document information and the related information;
The selected document and the image indicating the related document are arranged based on the acquired information of the related document, and the relationship between the documents indicated by the relationship information is between the images of the document. A display information generating unit that generates display information for displaying on the display unit of the information processing apparatus a screen that is connected to the display unit and is displayed by a line segment in a form corresponding to the relevance;
An information processing system comprising: a display processing unit that displays the screen on the information processing apparatus based on the display information. The information extraction unit includes:
Referring to the storage device, extracting other documents associated with the selected document as related documents related to the selected document, and extracting information on the association as the related information;
5. The information processing system according to claim 4, wherein another document associated with the extracted related document is also extracted as a related document, and information on the association is extracted as the relevance information.   The information extraction unit extracts, when extracting a document associated with a document extracted as a related document as a related document, a document whose generation of relevance from the selected document is a set number of generations. The information processing system according to claim 5.   The information extraction unit refers to the storage device and extracts the selected document and the extracted related document as another related document candidate that matches or is similar to the information included in the list of documents. Claims are included in the related document information, and information indicating that two documents having the same or similar information included in the document list are related document candidates is generated and included in the related information. Item 7. The information processing system according to any one of Items 4 to 6. A program for causing an information processing apparatus to display information on a document managed on a network,
Receiving a document selection in response to a user operation;
Obtaining related document information related to the selected document and related information indicating the relatedness between the documents;
The selected document and the image indicating the related document are arranged based on the information of the related document, and the relationship between the respective documents indicated by the relationship information connects the images of the document. Generating a display information for displaying on a display unit of the information processing apparatus a screen that is a line segment and is displayed by a line segment in a form corresponding to the relevance. Program to do.

Images