CoEditing Complex Documents atop
Alfresco: Integrating EdYT with Share
Jeff Potts
jpotts@metaversant.com
Rocky Kahn
rocky@...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
EdYT: Browser-Based CoEditor
Like Google Documents ...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
Making Systems of Record
“Engaging”
Ad hoc emails, ...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
Example 1: TeamPatent
• TeamPatent is an example of...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
USPTO Characteristics
• 6250 patent examiners
• Val...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
Patent system overhaul drivers
• Recognition at ver...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
Complex Structure
There are several types of relati...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
Example 2: Junit
Cloud-based journalism service all...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
Example 3: Electronic Medical
Records
• Medications...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
High-Level Architecture
EdYT
Document Collaborators...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
Create TeamPatent Doc
• Extend content manager
clie...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
Create TeamPatent Doc Form
• Share form config
– In...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
Edit/Join in TeamPatent
• Extend document list
• Ex...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
Locked Banner
• Extend the path component
• Client-...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
EdYT Browser-based Editor
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
Resources
– http://incubator.apache.org/chemistry/
...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
EdYT Roadmap
• 508-Compliance
• Additional browser/...
© Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com
Calls to Action
1. Work for EdYT
2. Work with EdYT
...
THANK YOU!
Tweet me with questions/feedback @jeffpotts01
Get up to speed and stay informed
with Alfresco news, tips, & tut...
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Co-Editing Complex Documents from Alfresco Share

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This is an Alfresco DevCon presentation TeamPatent founder, Rocky Kahn, and I gave to show the power of collaborative editing of complex documents stored in Alfresco using an advanced, browser-based editor that can be applied to specific domains such as Medical Records, Patents, Contracts, etc.

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  • In this session, we'll premier EdYT, a browser-based Alfresco co-editing extension, providing automation and validation for complex documents.  To explain the automation and validation features, we'll demonstrate TeamPatent, a service built atop EdYT for the United States Patent & Trademark Office (USPTO).  We'll then discuss how one may build new services upon the platform and Jeff Potts will lead a discussion of integration design patterns for authentication/permissions and CMIS.
  • In a typical patent, US6911012, there are 350 numbered references (50 unique), 150 callouts in twelve figures, 30 figure references, and 130 unnumbered terms in 29 claims, for a total of ~700 relations. Highly-paid patent experts spend countless hours attempting to ensure relations are used consistently yet frequently miss inconsistencies.
  • Co-Editing Complex Documents from Alfresco Share

    1. 1. CoEditing Complex Documents atop Alfresco: Integrating EdYT with Share Jeff Potts jpotts@metaversant.com Rocky Kahn rocky@teampatent.com
    2. 2. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com EdYT: Browser-Based CoEditor Like Google Documents (real-time browser-based co-editor) plus: •Validating, Autocompleting, Crosslinking •Compound document support •Run on premises
    3. 3. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com Making Systems of Record “Engaging” Ad hoc emails, spreadsheets, MSWord docs live in unstructured space ("S-drive") between Systems of Record and Systems of Engagement. Currently, only the existence of these documents can drive workflow but nothing inside the documents is structured, limiting automation & discoverability. EdYT intuitively provides structure within otherwise free-form documents.
    4. 4. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com Example 1: TeamPatent • TeamPatent is an example of EdYT applied to Patent Preparation and Examination: • Customer: US Patent & Trademark Office • Historical IT budget: $125m • Project Scope: Replace entire IT system • Significance: Profound
    5. 5. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com USPTO Characteristics • 6250 patent examiners • Valuable work product • Labor-intensive examination process and enormous backlog yet consistent inability to catch up • Commodity approaches rejected by stakeholders resulting in repeated IT development failures
    6. 6. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com Patent system overhaul drivers • Recognition at very top of our admin that innovation is incredibly important to our country and to the world; that innovation is the only sustainable source of competitive advantage; that the US is an innovation-driven economy; and that innovation creates jobs. And therefore the USPTO, which is an agency which protects innovation--in fact it's THE agency that protects innovation--is a jobs agency. The secretary of commerce…has given me a mandate to blow up anything I need to in order to fix the USPTO and the US patent system.
    7. 7. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com Complex Structure There are several types of relations woven through a patent application: •350 numbered references (e.g. "axis 20") •150 callouts in 12 drawings •130 unnumbered terms (e.g. "rotation axis") •30 figure references (e.g. "FIG. 1") •29 claim references (e.g. "claim 1") •TOTAL: ~700 references
    8. 8. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com Example 2: Junit Cloud-based journalism service allowing journalists, photographers, and editors to co-edit articles and manage workflow.
    9. 9. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com Example 3: Electronic Medical Records • Medications (e.g. “Adderall 15mg TID-aiD”, “Adderall XR 20mg qD”) • Diagnoses (e.g. “Major depressive disorder, currently in major depressive episode panic disorder with agoraphobia, attention deficit hyperactivity disorder 29633”) • Symptoms (e.g. “anxiety 7/10”)
    10. 10. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com High-Level Architecture EdYT Document Collaborators cmislib Checkout/che ckin
    11. 11. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com Create TeamPatent Doc • Extend content manager client-side JS • Extend toolbar webscript • Set icon, form ID
    12. 12. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com Create TeamPatent Doc Form • Share form config – Includes hidden field to force a “marker” aspect • Custom form filter – Sets mimetype – Defaults content to empty XHTML – Automatically check out document
    13. 13. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com Edit/Join in TeamPatent • Extend document list • Extend document details • In both cases, extension: – Adds custom UI action to the action config list – Specifies “fake” permission, “teampatent- edit” – Adds a TeamPatentComponent client-side JS instance • Client-side JavaScript: – Invokes a repo-tier web script to get a fresh ticket – Builds a form on the fly and POSTs it to TeamPatent service
    14. 14. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com Locked Banner • Extend the path component • Client-side JavaScript decides what message to display
    15. 15. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com EdYT Browser-based Editor
    16. 16. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com Resources – http://incubator.apache.org/chemistry/ – OpenCMIS – cmislib – PHP CMIS Client
    17. 17. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com EdYT Roadmap • 508-Compliance • Additional browser/mobile support • Enhance reviewing capabilities • Enhanced co-editing features • Enhanced cross-references • Modularization
    18. 18. © Copyright 2010, Metaversant Group, Inc. | http://www.metaversant.com Calls to Action 1. Work for EdYT 2. Work with EdYT 3. Build EdYT into Alfresco
    19. 19. THANK YOU! Tweet me with questions/feedback @jeffpotts01 Get up to speed and stay informed with Alfresco news, tips, & tutorials! rocky@teampatent.com

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