NZ537183A - Method and system and computer program for the management of information in a computer network - Google Patents

Abstract

Disclosed is a system for storing, accessing and managing information in a networked computer system of component means, referred to as modules. The system includes an information storage means configured and arranged to store information in a database, where such information is accessed via an information access means. The information access means is configured to mange the information being requested and accessed by a user, whereby the information is viewable by an information visualisation means. The information visualisation means is configured to provide a graphical visualisation of information by way of displaying a plurality of linked nodes that form a polycentric map. The nodes represent the information as stored in the information storage means, and the information is linked by links between each related node of information. A user will obtain access to the information as visualised via a system interface which includes a contextual perspective means that determines the extent of access to the system by a user. The contextual perspective means is configured to allow a user to navigate the information presented at a point of time, and with applied filters, to limit the information being accessed to relevant information from a user's perspective. A collaborative perspective means is configured to allow a user to create new links and nodes of information, and suggest changes and updates to the information as stored and retrieved.

Description

53718 Our ref: AEL001 Patents Form No. 5 30 No. 537183 Dated: 13 December 2004 InttilecTua! Proo&rtv Otfico of nZ. * 3 MAR 2006 " E! V E D PATENTS ACT 1953 COMPLETE SPECIFICATION 40 METHOD AND SYSTEM AND COMPUTER PROGRAM FOR THE MANAGEMENT OF INFORMATION IN A COMPUTER SYSTEM We, Abstract Engineering Limited, a New Zealand company, of 37 Wharemauku Road, Raumati Beach, Paraparaumu, Wellington, New Zealand, do hereby declare the invention for which I pray that a patent may be granted to me, and the method by which it is to be 45 performed, to be particularly described in and by the following statement: 1 METHOD AND SYSTEM AND COMPUTER PROGRAM FOR THE MANAGEMENT OF INFORMATION IN A COMPUTER SYSTEM TECHNICAL FIELD This invention relates to systems and methods for the management of data and information and relationship flows in a computer system and associated network. More particularly, but not exclusively, the present invention relates to, inter alia, a system and method for 10 inputting, distributing and viewing information in association with a readily accessible and updateable registry database.

BACKGROUND ART A problem occurring in larger organisations or with projects involving more than one team of people is with the ready dissemination and availability of current and accurate technical information on progress with such projects in a form that can be distributed or accessed by teams working on a project. The information flows that take place between people within any sizeable organisation or within specific project teams are many and varied. 20 Information relating to the current state of the business, and the services and solutions that support that business, can be fractured and incomplete, and is commonly held in many places ranging from computer files, spreadsheets, as well as knowledge personally retained in the memories of employees or consultants in a business. Access to this information, and availability of such information in a timely manner, is often the key to making correctly 25 informed decisions, and it is inconvenient and inefficient to have any vital information in a non-obvious place, or not documented or simply not available.

Furthermore, some of the sources of information needed to make a decision, including access to people who should be able to provide a trusted view on the information, are often 30 not accessible in an acceptable time scale. This can lead to inconvenient delays or a decision being made with incomplete, inaccurate or ambiguous information at hand. This problem can cause error-ridden products being released, and future versions of information and related products can also be affected. 2 It is a non-limiting object of the invention to provide a system and method of displaying and managing information in a computerised network which overcomes at least some of the abovementioned problems, or at least to provide the public with a useful choice.

SUMMARY OF THE INVENTION According to a broad aspect of the invention there is provided a method of storing, accessing and managing information in a networked computer system, the method including an 10 information storage means configure and arranged to be accessible via an information access means, and wherein the information is viewable by an information visualisation means, the information visualisation means being configured to provide visualisation of information by linked nodes as a polycentric map, the nodes representing the information as stored in the information storage means, and the information being linked by threads between each related 15 node of information, and wherein a user will obtain access to the information as visualised via a system interface means including a contextual perspective means, the contextual perspective means being configured to allow a user to navigate the information presented in a point of time and with applied filters to limit the information being accessed to relevant information from a said user's perspective, and a collaborative perspective means configured to allow a 20 said user to create new links and nodes of information and suggest changes and updates to the information as stored and retrieved.

Preferably the contextual perspectives means defines how and to what extent each user is granted access to the system, the contextual perspectives means including the following steps: a.) assigning a user with a prescribed role, such role having filters that will initially provide a said user with a directly relevant aspect of the information in the system 1 as a starting point; b.) allowing a user to navigate and explore details of the polycentric map of 30 information by viewing and manipulating the information by applying filters and search criteria; and c.) initiating changes to the information displayed by posting requested updates to the information to be added to the information storage means.

Desirably the contextual perspectives means allows a user to be granted access to the system, the contextual perspectives means including the following steps: i. assigning a user with a prescribed role, such role having filters that will initially provide a said user with a directly relevant aspect of the information in the system 1 as a starting point; ii. allowing a user to navigate and explore details of the polycentric map of information by viewing and manipulating the information and by applying filters and search criteria in the information; iii. forwarding a scheduled reminder to a user regarding a task relating to the assigned role as prescribed or as a result of a manually generated reminder; and iv. initiating changes or updates by posting or requesting updates to the information stored in the information storage means.

Desirably the contextual perspectives means allows a user to be granted access to the system, the contextual perspectives means including the following steps: A.) assigning a user with a prescribed role, such role having filters that will initially provide a said user with a directly relevant aspect of the information in the system 1 as a starting point; B.) allowing a user to navigate and explore details of the polycentric map of information by viewing and manipulating the information and by applying filters and search criteria in the information; 4 C.) forwarding a scheduled reminder to a user regarding a task relating to the assigned role as prescribed or as a result of a manually generated reminder; D.) initiating changes or updates by posting or requesting updates to the information stored in the information storage means; E.) approving changes as requested by a said user; and F.) generating reminders for scheduling at a future date for the said user and other users and user groups.

Advantageously the method further includes a collaborative perspective means including the 1 5 following steps including permitting a user to have access to the information and system and to communicate with other users and/or user groups; then viewing aspects of the information as stored in a visual polycentric map and record trails through the linked information and post comments and information relating to the recorded trail; and then establishing a set of criteria for joint decision making between a predetermined group of users or user groups, with each user or user group participating in the outcome as proposed.

Preferably the method further comprises initiating a simulation run on a potential event and defining attributes of the event to determine the effect of the event on the system. Additionally the method further comprises entering or posting changes to the information 2 5 stored by the information storage means.

Desirably the method further comprises an event trigger means that is associated with at least the contextual perspective means and the collaborative perspective means, the event trigger means being configured and arranged to provide or post event subscriptions and/or reminders and/or notifications to users.

Preferably the method further comprises an instrumentation means configured and arranged to develop an information model based on the information and changes as inputted by users, and initiate and post alerts should predetermined thresholds be exceeded.

According to a second broad aspect of the invention there is provided a system for storing, accessing and managing information in a networked computer system of component means referred to as modules, the system including an information storage means configure and arranged to be accessible via an information access means, and wherein information is viewable by an information visualisation means, the information visualisation means being 10 configured to provide visualisation of information by linked nodes as a polycentric map, the nodes representing information as stored in the information storage means, and the information being linked by threads between each related node of information, and wherein a user will obtain access to the information as visualised via a system interface means, the interface means including a contextual perspective means, the contextual perspective means 15 being configured to allow a user to navigate the information presented as a visualisation map in a point of time, and a collaborative perspective means configured to allow a said user to create new links and nodes of information and suggest changes and updates to the information as stored and retrieved.

Preferably the system further comprises an event trigger means being associated with the system, the event trigger means being configured and arranged to post reminders and/or notifications to users.

Preferably the system further comprises an instrumentation means configured and arranged 25 with the system to develop an information model based on the information and changes as inputted by users, and being adapted to initiate and post alerts to assigned users should predetermined thresholds be exceeded.

Preferably the system further comprises an information integration means being configured 30 and arranged to isolate and safeguard data or information from open access by untrusted external sources and being configured to manage the exporting and importing of information with externally based third party systems. 6 Preferably the system further comprises a report generator means configured and arranged to generate reports to users based on the information stored in the information storage means.

Preferably the system further comprises a user authentication means configured in the system 5 to manage and validate access to the system by users and to assign and prescribe levels of rights to users and determine the extend of entry and user functionality of the information.

Preferably the system further comprises a template library means being configured to organise and manage a library of definitions, including code generation style sheets, providing 10 increased compatibility and interfunctionality between modules in the system.

BRIEF DESCRIPTION OF THE DRAWINGS Preferred embodiments of the invention will now be illustrated, by way of example only, with 15 reference to the accompanying drawings in which: Figure 1: Shows a schematic system diagram of modules arranged in an information visualisation system; Figure 2: Shows a schematic block diagram of modules arranged with access by users and user groups in a system; Figure 3: Shows a flow chart of processing steps of a program in a contextual perspectives module; Figure 4: Shows a flow chart of processing steps of a program in a collaborative perspectives module; Figure 5: Shows a flow chart of processing steps of a program in an event triggers module; Figure 6: Shows a flow chart of processing steps of a program in an instrumentation module; 7 Figure 7: Shows an example of linked information in an arrangement of nodes in a system that is viewable by a user; and Figure 8: Shows a block diagram of a functional arrangement of modules in a model or system, generally referred to as 60, according to an alternative embodiment of the invention.

DETAILED DESCRIPTION OF THE DRAWINGS Referring now to figures 1 and 2, schematic diagrams of various system means in the form of interconnected and networked modules, and the inter-relationship between the modules in an information visualisation system 1, is illustrated.

Accordance to an aspect of the invention, the invention operates as a multi-platform software 15 system with a multidimensional polycentric configuration allowing centralised data and information to be navigated easily via an intuitive user interface. It is seen that the relationships between pieces of information get drawn dynamically as the user navigates around the model and views information linked between nodes 50 (as seen in figure 7). This form of navigation provides an intuitive and easy to use interface that is not possible 20 using lists or spreadsheets alone. Such information can advantageously be shared between different groups of users using innovative dynamic visualisation techniques and technologies. It will be seen that a user of tfta system 1 may step out of their own work domain and explore other related domains and areas of information linked to their domain and information and thus may gain a greater appreciation of the greater context within 25 which their usual view and focus exists.

An advantage with the system of the invention is that a user can dynamically develop the relationships of information that exist based on real time trusted data, thus allowing users to base decisions on current information as seen within a wider context, and understand the 30 effect of those decisions on directly and indirectly related items. The unique features of the invention can create a compelling user experience whereby individuals are potentially capable to make better decisions in less time with more accurate data available on hand, 8 and with a greater understanding of the consequences given the dynamic and polycentric nature of the system.

The system 1 provides users with a structured and up to date view of both tangible and 5 intangible aspects and entities involved in a project or enterprise or organisational structure, and relationships within the organisation. The system applies a dynamic data model that can integrate existing information sources using open computer and network standards and protocols.

The invention advantageously provides an innovative user interface means to the system 1 to capture knowledge from various persons having various roles and personal knowledge in a project or enterprise or within an organisation dedicated to achieving a set of objectives or goals.

It is considered an advantage creating a structured model of entities and relationships that exist in an organisation, and to make information available from each entity to users in a way that is meaningful and useful. It is a further advantage to offer a system that ensures that accessed information is as current and accurate as reasonably possible by allowing general users to change information, subject to approval, and also by reading information drawn on external to the system to cross check with other more closed information sources.

Another feature of the system is the ability to export a current version of the information stored in the system in a format suitable for a specific purpose. Without a centralised system as in the invention, individuals or groups may well create information containers in the form of documents, spreadsheets and/or databases in a format suitable for a specific purpose. This decentralisation can cause multiple copies of the same or outdated information to be disseminated and circulated that can result in discrepancies between the figures, values, and related data that can be misleading.

Further, where there is no clear author of the work being disseminated, the possibility of ambiguity and confusion can result, with adverse consequences with decision making. Furthermore, the need for local formatting will always be present so a method of creating a 9 'read-only' version structured as required fulfils this requirement while maintaining the integrity of the single centralised source of the information in the system.

The system 1 as shown in figure 1 illustrates a number of interfacing means referred to 5 interchangeably as system components or modules, and the inter relationship between such modules. A user authentication means or user authentication module 2 is desirably configured to allow user access to information in the system 1. The authentication module 2 validates all users who access the system, and prescribes or assigns various rights to each subscribed user such as read and/or read/write and/or deleting rights, and the extent of 10 access to information in the system. A software package known as Lightweight Directory Access Protocol or LDAP is a set of open protocols for accessing information directories. LDAP is based on the standards contained within the X.500 standard, but is considered to be simpler than that standard.

A template means or module 3 is configured to organise and manage a library of definitions that provide independence between different software architectural platforms in the system. The template library means 3 provides various code generation style sheets in XSLT to cater for different vendor platforms and is configured and arranged to post information to the storage module 4 that can be made available to other users as and when 20 required. Information as stored in the information storage means in the for^h of a module 4 is made available to other applications and is desirably used in conjunction with an information access module 5. The storage module 4 desirably operates as a database server using an operating system such as Microsoft Windows™, Linux™ or otherwise, and with commonly available database software such as Oracle™, IBM database2™ or 25 Microsoft™ SQL server. Any other suitable software in the classes or types of software noted may be applied and a person skilled in the art will appreciate the computer platform to which the system of the invention is operating.

The information access means or module 5 can be configured with commonly available 30 application software such as Tomcat™, IBM WAS™ or BEA Weblogic™ or otherwise to run with commonly applied standards and protocols. The access module 5 is adapted not only provide access to information, but also to allow for caching and offers filtering functions.

An information integration means or module 6 is associated with the modules 4, 5 and 5 functions to isolate and safeguard the data or information from open access to untrustworthy sites or from incompatible data formats yet allow communications with third party systems 9. It also serves to manage the importing and exporting of data with external systems. It is noted that communications with external systems will be preferably made using pre-defined protocols and standards, and known standard protocols such as the latest 10 versions of Simple Object Access Protocol SOAP, LDAP, Extensible Style Language Transformation XSLT, XPath, Java, Hyper Text Transfer Protocol or HTTP or the secure Sockets Layer protocol HTTPS, Extensible Markup Language XML, Web Services Description Language WSDL, and Hyper Text Markup Language HTML can be utilised as required.

A user will navigate around the information in the system using an information visualisation means or module 7 configured and arranged allowing both two dimensional and three dimensional views of nodes of information, and edges in the form of a graph, as required. The use of known software such as Thinkmap™, The Brain™ or i2™ can be 20 applied for purposes of the system 1.

The use of software such as Crystal™, Data vision™ or JReport™ can be applied in a report generator means or module 8 for support of more conventional report generation of information. The above component modules 2 to 8 are arranged in a system 1 and have 25 been uniquely developed with a number of additional system means or modules 10,11,12,13 configured for greater outcomes, productivity and better ease of use of information in the system 1. The modules 10 to 13 are now described in more detail with reference also to figures 2 to 7.

Referring more particularly to figure 2, a system context schematic diagram showing how groups of users represented by one group 20 having access to the system 1, is illustrated. 11 There may be any number of such users and/or user groups 20 in a system 1, and two groups 20 are illustrated in figure 2A user or user group 20. Each user or user group 20 is provided with access to information in the information storage means or module 4 via preferably the software program and methods associated with the contextual perspectives means or module 10. Further, each user group 20 is preferably provided with a set of collaborative perspectives from the collaborative perspective means or module 11 and use the features of the access module 5 to enable viewing of information in the information visualisation module 7.

All activities performed in the system 1 by users and user groups 20 will advantageously trigger cause and effect rules in the Event trigger module 12. The module 12 therefore effects activities in the system 1 as it is configured with rules, subscriptions to allow access rights, user preferences, and to ensure all changes in the system 1 are reviewed and 15 notifications and reminders are sent out to users, as required.

The instrumentation module 13 desirably monitors all interactions with the system 1 and records the details of all events for both manual analysis and automatic report generating purposes. Advantageously, the module 13 is configured to allow analysis of interactions 20 and details as a visual model. These details can be desirably used as a management tool for highlighting the effectiveness of the system 1 in its particular application, and thus can provide a tool for implementing improvements and greater efficiencies in the system 1 and desirably increase productivity of the users and user groups 20 in the system 1.

Further details of the methods of performing the modules 10, 11, 12, 13 will now be described with reference to the flows charts of processing steps as described herein with reference to any one of figures 3 to 7.

Referring more particularly also to figure 3, a user or user group 20 may optionally and 30 preferably require authority or authentication via the authentication module 2 and this will allow registration of the user's interest. The user will then desirably be prescribed with an 12 assigned role, and this assigned role will allow the user to have access to the information visualisation system 1 and be in position to post changes or updates to the information.

A registered user with a particular assigned role in step a. is provided with access to the system 1. The user may then log in and be identified by the system 1, and is then shown the information visualisation details in a context that they understand from their particular working perspective. This is preferably achieved by applying a filter to the system 1 to enable a user to view an area of the visualisation model that the user is directly interested in and to which relates to an area of expertise for that user.

In step b., the user navigates about, and can explore information in the model or system 1. Information as seen may be similar to the example of information illustrated in figure 7. The structure of the information is varied, and different display nodes 50 can be viewed. Display nodes 50 may be represented by a spider, tree, root, flow or map structure or with a combination thereof. They may view a plurality of nodes of information with links between each node representing the relationship between information. A user desirably navigates the information in the model or system by a variety of means, including using key clicks to alter the focus point of nodes and links and related information. Furthermore, a user in step b. may advantageously enter a date to alter the viewable model information in different points of time for comparison purposes or otherwise. That is, the program is configured to allow a user to compare information in an area of interest as posted at different periods of time, and the program is configured to allow predictive development to enable a user to compare past and future states with information.

A user may also use a visual sizer drag bar to highlight information of interest in the model, and highlight related values. A filter may be applied by a user to change the perspective of the viewable model to both broaden and/or reduce the scope of any information being displayed. 13 Furthermore, in step b. a user may search the information model by using a keyword search or visual finder interface as the system 1 is advantageously configured and adapted to provide such functionality.

In step c., the system 1 may be optionally and desirably configured to provide scheduled reminders and prompts to the user for a variety of purposes, and optionally at periodic intervals until actioned, including confirming changes made to the information made by the user or other users, prompts to update or check information, and any other prompt considered to be required. It is seen that scheduled pop-up reminders can take a user to 10 relevant information and/or inform a user that a change has occurred. Scheduled pop-up reminders can be generated by the event trigger module 12 as further explained and particularised below.

In step d. a user may be required to perform an update or change to the information in the 15 system if it is considered that information is incorrect or omitted from an area of a model. The system 1 can be configured to continually prompt a user to update information, and this imparts an obligation on the user to participate and add and update the information. This process is considered to be highly intuitive, non-intimidating, and secure, and this encourages users to actively post updates and changes, and apply changes to the 20 information applied to the visualisation model and system. A posted change in the system may be applied directly or may be forwarded for approval by another user or manager before the information is updated.

In step e. a user may optionally view the information model based on a strength indicator 25 applying to the information to highlight the strongest and weakest links of information in the model or area of the model. The strength indicator may be developed by counting or measuring how often a node or link of information in the model is viewed and wherein a value can be applied each time it is viewed. This indicator can provide users with an indication of what other users are viewing, and this can highlight weak or strong areas, and 30 possibly areas of information where no relationship to other information exists in the model. This step may prompt a user to build a new part of the model with new nodes of 14 information that show relationships between two points or nodes and with links between related information. Creating visual traces between information can only improve the information viewable through the model and advantageously builds on the information in the model for all users and user groups.

Further, this step allows a user to focus on the impact of changes and a user can desirably perform an impact analysis procedure to determine the effects of changes to information on linked and related information. That is, for example, determining whether an event with introducing information X will have a direct or indirect effect of existing information Y.

In step f. a user may optionally create a contract or condition whereby usage or time based events will trigger events to occur in the system. This option allows users to create and manage reminders along with subscriptions relating to an attribute or action required to occur at a later date.

Referring now more particularly to figure 4, a flow chart of processing steps of a program in a collaborative perspectives module 11, is illustrated.

In step A., a user takes the step of being authenticated by the act of identifying themselves to 20 the system by way of username and/or password or other such process, and they are given an assigned role with respect to the system making them a member of a particular class of user. That user may then collaborate with other members of that class of user.

In step B. the user can view an aspect of the information model and see icons representing 25 other users either logged into the system 1 or who are part of that class or team. A visual indicator such as a particular distinguishing colour or bold text or other such indicator can confirm whether a particular user is connected or logged into the system 1. The user in step b. may then collaborate with other users in the team or class by creating and entering notes or memos and notifying and/or posting information for review or discussion or otherwise.

Collaboration may also ensue by a user sharing paths taken through a model, referred to as a "crumb trail", and the crumb trail can be modified and elaborated on and tested as required.

The system 1 is configured to allow for the playback of any user's particular navigation and 5 trail through the nodes and links of information, and desirably the program is configured allowing a user to add notes to any particular step in the crumb trail. It is seen then that in any particular crumb trail, a series of memos and notes may be developed with respect to the context of the crumb trail, and that this particular feature offers a visual context for any collaboration and discussion on the subject matter. Such an approach advantageously can 10 lead to a better understanding of the issues and matters raised, and reduce the likelihood of ambiguity and assumptions resulting in a misunderstanding of a technical or management matter or otherwise.

In step C., desirably the program can be configured to allow for a joint decision to be made 15 between a predetermined number or percentage of users in a particular class or team. When a joint decision is required between any number or particular users in the class or other such grouping, a set of decision criteria can be established and assigned to a predetermined group of users in a particular class or team or otherwise. Each user can be provided with briefing notes or a memorandum on the issues, associated options and details of the proposal, and a 20 time frame may be prescribed. The program may be configured to prompt user's for contributions, and forward reminders and the like.

It is considered that this feature can result in good contributions from users that may move forward with decision making on a more objective basis with more contributions from all 25 users than more traditional decision making processes. Furthermore, all contributions can be recorded and reviewed during and after the process is complete, as required.

In optional step D. a simulation run can be initiated and modelled to test the effects of an event. The program can be configured to allow for modelling in real time and/or function on 30 a predictive basis. 16 A user may desirably create a potential event and define attributes for a simulation run. The events applied in the simulation run will create a rippled effect between and with various linked nodes related to the simulation run, and such visualisaton will be generated in the 5 model by the event for viewing by users or any person having access to the system 1.

For example, if the model shows an associated computer server infrastructure running a set of applications for a group of users, a real time event such as a hardware failure can be modelled to see the effect of such an event. An example of a predictive event could be with the effect of running out of space on a hard disk. Each event will have an associated impact and an impact strength depending on various associations in place, and such effect can be advantageously visualised by users as part of the program and system of the invention. It may be seen that a ripple effect can be visualised with all associated and linked nodes and information to provide an indication of the effect of the event on the applications and servers associated with a computer system. This feature can provide an improved and effective means for management of applications and computer systems which may lead to better decision making.

In desirable step E, a user and/or an authorised person can preferably enter or post information changes to the system 1 that updates the information database module 4. Such posting of changes by a user may be subjected to approval by an authorised person before being applied to the system 1. The program is configured to allow users to view the history of information shown in the model, and functionality is incorporated in the program to rollback any changes considered to be in error or which don't meet standards for one reason or another.

A user, in all this process, can desirably view all the pending, approved, and rejected changes to the information model, and in the process have a better idea of the dynamic aspects of the information in the system 1. It is considered that this level of insight is an advantage to a user 30 or group of users who usually do not have such exposure to all information relating to a 17 project or related information relating to work or a project they have an interest in or to which they are responsible to some degree.

Referring now to figure 5, a diagram of an event trigger means or module 12, is illustrated.

It is seen that most activities performed in the system 1 are preferably associated with the event trigger means or module 12.

On start up, a user, represented by box 30 in the arrangement in the module 12, will cause the 10 system to check for any reminders 31 and will prompt users of due reminders or will activate subscriptions 32, as required. This program is desirably configured to trigger subscriptions 32 using a visual notification system.

It is seen that entity tables 33 can be monitored to ensure that all changes are reviewed. Any 15 externally triggered changes or action, represented by box 34, for example from an external database, is also monitored by the module 12 to ensure changes are reviewed. Such reviews can be tagged as occurring automatically.

A low level database trigger 35 is configured and arranged in the system 1 to be active so 20 as to automatically generate and post trigger event details to a trigger events table 36. It is seen that each trigger event type, relating to a requested change by addition or amendment or deletion of information in the model, causes a trigger event to occur, and posts to the table 36 are then processed.

These triggers in the event trigger table 36 are also monitored as a configurable frequency by monitoring means 37. Further, reminders that match events, such as, for example, scheduled reminders and subscriptions, are generated by the monitor reminder means 38 and forwarded to a user by an email reminder and/or by short message service (sms) and/or by a prompt from the system 1 when a user has logged into the system. 18 Referring now to figure 6, an instrumentation means or module 13, is illustrated.

The closed loop instrumentation means in form of a module 13 is preferably configured 5 and arranged to monitor various activities in the system 1, and desirably to build an information database model serving to establish patterns with the information and changes being generated and posted and added to the storage means 4 in the system 1. An active data warehouse means 40 functions in association with a number of elements. A threshold monitoring means 41 is configured for monitoring to occur and is desirably based on 10 predetermined thresholds. A number of low level thresholds are configured to ensure that users action with the system 1 are within permitted parameters or boundaries. These thresholds allow alerts to be created and preferably in conjunction with event triggers, should internal counters in counting means 45 exceed predetermined values. For example, if an IP address changes more than say 10 times in a week, an alert message is generated 15 and posted to an appropriate user on the system 1 such as the network manager.

Events in external systems can be inputted into the system 1 and an alert message can be generated by the alert post means 42 and sent to a wide or small group of users or an individual, as configured. Preferably alerts can be posted to all users in the system 1. For 20 example, when the system 1 is applied in a call centre , a call centre manager may receive an alert if any servers running critical call centre functions fail, or if they exceed normal running parameters.

An attribute monitor means 43 can be configured to monitor discrete events and be 25 associated with attribute level changes in the system 1. For example, it can monitor the amount of memory installed on a server and notify a user if available memory drops below a predetermined minimum specified amount, such as, for example, 512MB.

A Schema regulation Rules Engine 44 is configured to govern the structure of the schema. 30 These rules are preferably defined to ensure that only certain structures of information can 19 be entered into the system. However, it is expected that there may be occasions when these rules can be over ridden, and the frequency of these exceptions can be used to alter the underlying rules if the exceptions continually challenge the original design rules of the database 40.

As users explore the visualisation model, and perform actions such as changing and updating information and threads linking information, and subscribing to changes, and recording crumb trails, and perform such other functions, a plurality of counters in the counter means 45 are updated to enable the storage of such user activity. The areas of the 10 visualisation model showing frequent activity are preferably modified to highlight the frequency of change, and the counters are used in this process.

An interface monitor means 46 monitors all interfaces into the system 1, and in particular any web services interfaces, and rules are generated and applied to ensure corrupt or out of 15 synchronous data is managed as required.

Referring to figure 7, an example of linked information in an arrangement of nodes in the system as viewed by a user, is illustrated.

It is seen that a user may "pull" on an information node in order to see which other information is related to it. The lines 51 connecting the nodes 50 will act like elastic and have a pulling effect on all adjacent nodes allowing the user to understand which nodes 50 are related, and therefore possibly affected by any changes to the current node 50 being analysed.

Referring now to figure 8, a block diagram of a functional arrangement of various component means, referred to herein as a plurality of interconnected and interrelated modules, in a model or system, generally referred to as 60, according to an alternative embodiment of the invention, is illustrated.

A subscriber module 61 allows users to register interest, referred to as subscriptions, in relation to a particular node, a link or a cluster of nodes and links. Subscriptions may also be allocated on pre-defined probes, such as, for example, the listener module 67, as defined by the Manager module 62. Subscriptions may be time sensitive, for example only valid 5 up to a given date and time, or permanent, as required. Users may also review existing subscriptions, and make changes to their subscriptions, and deregister their interest, as required. The subscriber module 61 can be invoked by the visualiser module 62 as part of a user's interaction with the system model 60. Active subscriptions can be monitored by an alerter module 64 and can be used to compare events as they occur. The alerter module 10 64 can preferably provide a notice or alert the user directly through the visualiser module 62, or if they are not using the system, the system 60 can be adapted to provide a user with notification via email, mobile text or otherwise.

The visualiser module 62 is adapted to provide a user friendly interface that can be used to 15 navigate around information in a highly intuitive manner. The interface may preferably be configured and arranged to allow either a two-dimensional perspective (for example, by showing x and y axis plots) and/or may provide a three dimensional perspective (showing x, y and z axis plots or co-ordinates). When operating in three dimensional mode, the interface is desirably adapted to rotate the model to view details and information from a 20 variety of angles, and possibly all angles.

The model 60 may well be referred to as multi-dimensional as it can also support time, colour and/or opaqueness as ways to differentiate between different node and link attributes and functionality. The ease of use of the model 60 is considered a desirable 25 feature, and the model 60 can be adapted to allow a range of users with different skill levels to have the opportunity of comprehending the information being presented. Such users may also have the authority to respond to such information. The visualiser module 61 can be given a start point (such as a node name) as invoked by another module, such as, for example, the alerter module 64, that can direct the user to a specified node, or can 30 prompt the user to search the model 60 desirably by applying a set of filters and search parameters which can narrow the scope of the search until the required node of interest is 21 found. The range of node types as shown on screen to a user can be controlled if required, as can the amount of information displayed about the nodes and relationships.

Another feature of the visualiser module 62 may be the ability to switch to "autopilot" mode. 5 It is envisaged that when in autopilot mode, the visualiser module 62 can be programmed to traverse the model structure either randomly or using parameters as a factor with such possible parameters as link strength, owning user role, number of associated nodes and relationship with external information sources.

It is envisaged that the links 51 between nodes 50 are strengthened through use. The strength in this context reflects the links usefulness in the system. The strength of a link 51 can be determined by the number of times it is traversed to get to another part of the map or arrangement. It is considered that a evolver module 63 can be adapted to periodically review the usage log entries in a storer module 68 and establish the new strength of used links 51 based on the number of times it is used since the last time the evolver module 63 last ran its program, and the strength of the link prior to the program run. Each link 51 can be assigned a new strength number that is relative to all other links 51. The number assigned can be calculated based on its previous number assigned and the usage since the previous number was calculated and as weighted against the other links 51.

It is envisaged that the assigned strength number can then be represented visually by line thicknesses and colours or other such distinguishing basis, and thus showing which links 51 are strong and which are relatively weak. Further, the visualiser module 61 can be adapted to filter based on the strength number so as to show the whole spectrum of strong to weak relationships. It can also be used as a factor when deciding to remove a link 51 or not and also as an influence to the autopilot mode option within the visualiser module 61.

The alerter module 54 can be configured to broadcast the occurrence of a subscribed event via the visualiser module 51 if it being used by the user or via a notification service 30 selected by the user such as email or a text message. Event information is passed to the alerter module 63 from the listener module 67. The alerter module 64 can be configured to filter events and if required automatically export details via an exporter module 70 related thereto. 22 A replicator module 65 is configured and arranged to allow a copy of the information held in the storer module 68 to be copied while not being connected to the central system. A user may then suggest changes to the structure while using and referring to a copy of the 5 information as a standalone version. It is envisaged that when the standalone version or copy of the system is approved and authorised it can be reconnected with the system and a synchronisation of information may occur to incorporate any suggested changes to the structure and information.

A submitter module 66 can allow a user to suggest amendments and additions to the information and structure in the system. It will be appreciated that any suggestions may not desirably take immediate effect as they should be approved first before incorporation.

The listener module 67 can be adapted to gather event information from the usage logs of 15 the visualiser module 62 and also from reading the event log files associated with predefined parameters as configured by a manager module 72. If a match is found, details can be passed to the alerter module 64.

The storer module 68 can be adapted to hold a meta-model definition containing the structure 20 of the system of the invention, and also preferably all instances of information contained in the system. The data structures used are all preferably date and time stamped allowing past, current and various future versions to be held together and made available to provide users with as much information as is available to assist in decision making, report writing, reviewing and other such tasks.

The approver module 69 is a change control module that allows changes as submitted by users to be tested and then approved or rejected accordingly.

The exporter module 70 allows a user to apply a selected template to an identified 30 information cluster, the cluster being a group of nodes 50 and associated relationships, in order to create a format compatible with a specific requirement. This means that users can create copies of the system in different pre-determined formats. The templates are defined using open standards based transformation techniques and allow the created of any number 23 of format types and layout including, but not limited to a spreadsheet format as a comma separated text file, a XML (extensible Markup Language) text file and/or an adobe acrobat .pdf file. The file as produced can then be delivered to the requester.

It is seen that a transcoder module 71 can take as inputted, a structured XML (extensible Markup Language) file and apply a XSLT template (extensible Stylesheet Template) to create a modified XML file in a target format.

The manager module 72 can provide all non-standard functions not available to general users. All systems maintenance functions such as defining schedules, creating monitor probes, applying new meta-model definitions and managing user profiles are desirably handled by this module 72. A standard security layer can be used to ensure that only authorised users may have access to the system, and specific functionality protects the modules of the system of the invention.

An importer module 73 can be configured and programmed to recognise that existing documents, spreadsheets and systems will already contains versions of information that required centralisation and management via the system. Some of these sources will be transient in that once the information has been consumed into the system, the source will no longer be required. Where information is required in 'read-only' format, such information can be easily obtained using the exporter module 70. However, preferably there are automated program solutions in place that must remain the central authority and control point for certain types of information. An example of such a program may include a software inventory database or a systems management tool that maintains information about the hardware and software being deployed in the system.

Another example might be a business process modelling tool or a design specification containing a UML (Universal Markup Language) definition of the information. All of these sources can remain the authority and maintenance point but will still require 30 consumption into the system to ensure all users, and not merely domain specific experts, can have access to all information. 24 A finder module 74 is configured to allow searching of information considered relevant by a user.

A simulator module 75 is preferably adapted to allow changes to the information contained 5 in the system to be modified on a 'what-if basis whereby the effect of the change can be checked before implementing. The effect of the change may be that a number of people are affected by the new information, external systems and documents may be affected and export formats may need changing if the underlying structure is being changed.

It is seen therefore that the present invention includes a system having a shared polycentric model defining a functional arrangement with a user that can not only have access to information available in the system, but further, can have the option of a visualisation tool that provides easy access to information allowing a user the navigate around the structures in a number of dimensions and also "pull" on pieces of information to find out which other information is related, and how closely related such information.

Advantageously the meta-model of the system is flexible allowing many different types of information to be represented. The model is also adapted to absorb a large number of entity types and relationships.

The invention can provide an architecture or structure that can be readily accessible, reliable and secure. The current meta-model can allow radical customisation for industry and company specific requirements.

The ownership of information in the system should be clear and carry authority while at the same time promote options for updates/changes from users with supporting comments for sharing purposes. This feature can offer a shared responsibility to keep information as correct as possible while encouraging the sharing of information. Every piece of information should be unique and unambiguous, and therefore the system can be configured to identify any duplicates of information stored and arranged in the system.

The system of the invention is strengthened through use. More particularly, the frequency by which certain relationships are followed can affect the validity of those relationships.

Where possible, synchronisation can occur with external sources of information.

A feature of the system can include real time event notification that can be supported by 5 allowing feeds from diagnostic and monitoring systems to be used to enhance the information model as it occurs.

It is envisaged that shared accountability among users can ensure that everyone who has an opinion has the option to amend information if they consider that is incorrect.

Node definitions can be inherited meaning that a node 50 that is derived from another node 50 will inherit the parent properties. An example of this feature might be a hardware node which has the attribute serial number, and all nodes derived from hardware, such as printers, servers, mobile phones, will each also be automatically attributed the same or 1 5 related serial number.

As well as customised attributes, a number of fixed attributes can provide structural information to the model. Such fixed attributes can include any one or more of the a unique code used to identify the node or relationship. a descriptive name associated with the node or relationship. active, inactive or pending action. indicates the relative importance of the node or relationship. indicates which logical layer the node resides in, for example business, application, data. indicated with user or role own the information contained in the node. Version control information including date/time created, and the date/time amended.

Wherein the aforegoing reference has been made to integers or components having known equivalents, then such equivalents are herein incorporated as if individually set forth. following: Identity Name Status Strength 25 Layer Owner 26 Accordingly, it will be appreciated that changes may be made to the above described embodiments of the invention without departing from the principles taught herein.

It is to be understood that the above description is intended to be illustrative, and not 5 restrictive. Additional advantages of the present invention will become apparent for those skilled in the art after considering the principles in particular form as discussed and illustrated. Thus, it will be understood that the invention is not limited to the particular embodiments described or illustrated, but is intended to cover all alterations or modifications which are within the scope of the appended claims. 27

Claims (17)

1. A system of storing, accessing and managing information in a networked computer system of component means referred to as modules, the system including an information storage means configured and arranged to store information in a database, such information being accessible via an information access means, the information access means being configured to manage the information being requested and accessed by a user, and wherein the information is viewable by an information visualisation means, the information visualisation means being configured to provide a graphical visualisation of information by way of displaying a plurality of linked nodes forming a polycentric map, the nodes representing the information as stored in the information storage means, and the information being linked by links between each related node of information, and wherein a user will obtain access to the information as visualised via a system interface means including a contextual perspective means that determines the extent of access to the system by a user, the contextual perspective means being configured to allow a user to navigate the information presented at a point of time and with applied filters to limit the information being accessed to relevant information from a said user's perspective, and a collaborative perspective means configured to allow a said user to create new links and nodes of information and suggest changes and updates to the information as stored and retrieved.
2. A method of storing, accessing and managing information in a networked computer system according to claim 1, the method being in relation to the contextual perspectives means that manages how a user is granted access to the system, the method including the following steps: a.) assigning a user with a prescribed role, such role having filters that will initially provide a said user with a directly relevant aspect of the information in the system 1 as a starting point; b.) allowing a user to navigate and explore details of the polycentric map of information by viewing and manipulating the information by applying filters and search criteria; and 28 Intellectual Property Office of N.Z. 2 k MAY 2006 D C r c i \/ c n c.) initiating changes to the information displayed by posting requested updates to the information to be added to the information storage means.
3. A method of storing, accessing and managing information in a networked computer system according to claim 1, the method being in relation to the contextual perspectives means allowing a user to be granted access to the system, the contextual perspectives means including the following steps: a.) assigning a user with a prescribed role, such role having filters that will initially provide a said user with a directly relevant aspect of the information in the system 1 as a starting point; b.) allowing a user to navigate and explore details of the polycentric map of information by viewing and manipulating the information and by applying filters and search criteria in the information; c.) forwarding a scheduled reminder to a user regarding a task relating to the assigned role as prescribed or as a result of a manually generated reminder; and d.) initiating changes or updates by posting or requesting updates to the information stored in the information storage means.
4. A method of storing, accessing and managing information in a networked computer system according to claim 1, the method being in relation to the contextual perspectives means allowing a user to be granted access to the system, the contextual perspectives means including the following steps: a.) assigning a user with a prescribed role, such role having filters that will initially provide a said user with a directly relevant aspect of the information in the system 1 as a starting point; b.) allowing a user to navigate and explore details of the polycentric map of information by viewing and manipulating the information and by applying filters and search criteria in the information; Intellectual Property Office of N.Z. 2 <t MAY 2006 RECEIVED c.) forwarding a scheduled reminder to a user regarding a task relating to the assigned role as prescribed or as a result of a manually generated reminder; d.) initiating changes or updates by posting or requesting updates to the information stored in the information storage means. e.) approving changes as requested by a said user; and f.) generating reminders for scheduling at a future date for the said user and other users and user groups.
5. A method according to any one of claims 2 to 4 wherein the collaborative perspective means includes the following steps: A. permitting a user to have access to the information and system and to communicate with other users and/or user groups; B. viewing aspects of the information as stored in a visual polycentric map and record trails through the linked information and post comments and information relating to the recorded trail; and C. establishing a set of criteria for joint decision making between a predetermined group of users or user groups, with each user or user group participating in the outcome as proposed.
6. A method according to claim 5 further comprising: D. initiating a simulation run on a potential event and defining attributes of the event to determine the effect of the event on the system.
7. A method according to either claim 5 or claim 6 further comprising: E. entering or posting changes to the information stored by the information storage means. 30 Intellectual Property Office of N.2. 2 "i MAY 2006 RECEIVED
8. 8. A method according to any one of claims 1 to 7 further comprising an event trigger means that is associated with at least the contextual perspective means and the collaborative perspective means, the event trigger means being configured and arranged to provide or post event subscriptions and/or reminders and/or notifications 5 to users.
9. 9. A method according to any one of claims 2 to 8 further comprising an instrumentation means configured and arranged to develop an information model based on the information and changes as inputted by users, and initiate and post alerts should 10 predetermined thresholds be exceeded.
10. 10. A system according to claim 1 further comprising further comprising an event trigger means being associated with the system, the event trigger means being configured and arranged to post reminders and/or notifications to users. 15
11. 11. A system according to either claim 1 or claim 10 further comprising an instrumentation means configured and arranged with the system to develop an information model based on the information and changes as inputted by users, and being adapted to initiate and post alerts to assigned users should predetermined 20 thresholds be exceeded.
12. 12. A system according to any one of claims 1, 10 or 11 further comprising an information integration means being configured and arranged to isolate and safeguard data or information from open access by untrusted external sources and being 25 configured to manage the exporting and importing of information with externally based third party systems.
13. 13. A system according to any one of claims 10 to 12 further comprising a report generator means configured and arranged to generate reports to users based on the 30 information stored in the information storage means.
14. 14. A system according to any one of claims 10 to 13 further comprising a user authentication means configured in the system to manage and validate access to the 31 Intellectual Property Office of N.Z. 2 MAY 2006 system by users and to assign and prescribe levels of rights to users and determine the extend of entry and user functionality of the information.
15. 15. A system according to any one of claims 10 to 14 further comprising a template 5 library means being configured to organise and manage a library of definitions providing independence between different architectural software platforms in the system, and including code generation style sheets providing increased compatibility and interfunctionality between modules in the system. 10
16. 16. A method according to claim 2 substantially as herein described.
17. 17. A system for storing, accessing and managing information in a networked computer system of component means referred to as modules substantially as herein described with reference to any one of the accompanying drawings. ABSTRACT ENGINEERING LIMITED By their Agents SCHUCH & COMPANY 20 per: 32 Intellectual Property Office of N.Z. 2 MAY 2006 R P ri P I \/ tz r*