JP2016071470A - Document management device, document management system and document management program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To easily and surely search a document.SOLUTION: Communication with a client terminal having a display part for displaying a registration and search screen 150A is performed by a communication module. A theme management part manages plural themes, an association data management part manages a time stamp indicating a registration date of each registered document, and the association data management part adds the time stamp indicating the registration date of each document to the document, based on an association instruction of the document and themes 1, 2, then association with the themes 1, 2 managed by the theme management part is performed, in addition, a document management part displays, the document associated with the themes 1, 2 in time series for each theme of themes 1, 2, to the registration and search screen 150A.SELECTED DRAWING: Figure 3

Description

  The present invention relates to a document management device, a document management system, and a document management program suitable for searching registered documents.

  A large amount of data such as documents must be managed so that it can be easily searched for effective use later.

  As one of such file search methods, in Patent Document 1, in a document management server, a document including a phrase determined by a condition setting unit is extracted from a storage unit by an extraction unit, and a thread management unit is time-series. The words are linked between adjacent documents in order, the existence of the context between the documents is recognized by the link chain, and the output unit searches the document from the storage unit using the context classification as a search condition. A document management apparatus has been proposed that is presented on a user's screen via a communication unit.

JP2004-078512

  In the document management apparatus of Patent Document 1 described above, a related document is automatically extracted based on a specific phrase, and among the extracted documents, an adjacent combination in time-series order is associated with a link, so that Can be easily managed.

  However, the document management apparatus of Patent Document 1 automatically associates document-document relationships with common words. Therefore, there is a problem that a relationship that does not actually exist or a relationship that does not originally have any meaning for the user is generated, which may hinder the search.

  The present invention has been made in view of such a situation, and an object thereof is to provide a document management apparatus, a document management system, and a document management program that can solve the above problems.

A document management apparatus according to the present invention includes: a device-side communication module that communicates with a client terminal having a display unit that displays a registration and search screen; a theme management unit that manages a plurality of themes; a document and the theme Based on an association instruction, a time stamp indicating the registration date of the document is added to the document, and an association is performed by the association data management unit that associates with the theme managed by the theme management unit. A document management unit for managing the document, wherein the document management unit causes the registration and search screen to display the document associated with the theme in time series for each theme. And
The related data management unit may associate the document with the time stamp for each theme based on an association instruction between the themes.
The related data management unit may change the date and time of the time stamp based on an instruction from the client terminal.
Further, the related data management unit manages type information representing the positioning of the document based on an instruction from the client terminal.
The related data management unit may manage whether to share the theme based on an instruction from the client terminal.
Further, the related data management unit manages a designated period of the time stamp based on an instruction from the client terminal, and the document management unit corresponds to the designated period of the time stamp for the registration / search screen. The document to be displayed is displayed.
The document management system of the present invention includes a client terminal for registering a document and a document management apparatus for managing the document. The client terminal includes a terminal-side communication module for communicating with the document management apparatus, A display unit for displaying a registration and search screen related to registration and document search, an input of a plurality of themes serving as a starting point for document search, and an operation unit for instructing a relationship between the document and the theme. The management device includes: a device-side communication module that communicates with the client terminal; a theme management unit that manages a plurality of themes; and a time stamp that indicates a registration date of the document based on an instruction to associate the document with the theme Is added to the document and associated with the theme managed by the theme management unit, and the related data management unit A document management unit that manages the linked documents, and the document management unit causes the registration and search screen to display the documents associated with the theme in time series for each theme. It is characterized by.
The document management program of the present invention includes a step of communicating with a client terminal having a display unit for displaying a registration and search screen by the device-side communication module, a step of managing a plurality of themes by the theme management unit, and related data Adding a time stamp indicating a registration date of the document to the document based on an instruction to associate the document with the theme by the management unit, and associating with the theme managed by the theme management unit; The document management unit causes the computer that controls the document management apparatus to execute the step of managing the document associated by the related data management unit, and the document management unit executes the theme on the registration and search screen. The document associated with the is displayed in time series for each theme.
In the document management apparatus, document management system, and document management program of the present invention, communication with a client terminal having a display unit that displays a registration and search screen is performed by the apparatus-side communication module, and a plurality of themes are created by the theme management unit. Is managed, and the related data management unit adds a time stamp indicating the registration date of the document to the document based on an instruction to associate the document with the theme, and associates with the theme managed by the theme management unit. The document associated with the theme is displayed in time series for each theme on the registration / search screen by the document management unit.

  According to the document management apparatus, the document management system, and the document management program of the present invention, the documents associated with the theme are displayed in time series for each theme, so that the document can be easily and reliably searched. it can.

It is a figure for demonstrating one embodiment of the document management system of this invention. It is a figure for demonstrating the structure of the document management apparatus of FIG. It is a figure for demonstrating the document management in the document management apparatus of FIG. It is a figure for demonstrating the document management information by the document management part of the document management apparatus of FIG. It is a figure for demonstrating the structure of the client terminal of FIG. 3 is a flowchart for explaining document management in the document management apparatus of FIG. 1.

  Hereinafter, an embodiment of a document management system of the present invention will be described with reference to FIGS. First, as shown in FIG. 1, the document management system includes a document management apparatus 100 and a client terminal 200. The document management apparatus 100 and the client terminal 200 are connected via, for example, an in-house LAN (Local Area Network) 300. The documents described below include notepads, mails, calendar items, and the like.

  For example, the document management apparatus 100 manages a document transmitted from the client terminal 200 via the in-house LAN 300. Although details will be described later, the document management apparatus 100 associates each document with a specific theme (themes 1 and 2 described later) when managing the documents. Further, the document management apparatus 100 can associate each document with a plurality of themes (themes 1 and 2 described later). Note that the association of document themes (themes 1 and 2 described later) is performed based on an association instruction from the client terminal 200.

  In addition, documents associated with themes (themes 1 and 2 described later) are displayed in time series. Thereby, the user can easily search for related documents created in the past. Documents associated with a plurality of themes (themes 1 and 2 described later) are displayed in time series for each theme (themes 1 and 2 described later). As a result, the user can easily search related documents created in the past for each theme (themes 1 and 2 described later).

  That is, for each theme (themes 1 and 2 to be described later), related documents created in the past are displayed in time series, thereby having a plurality of document tracking starting points (themes 1 and 2 to be described later). it can. For this reason, it is possible to improve the comprehensiveness of the search based on the relationship between documents. In other words, since the relationship between the document and the theme (themes 1 and 2 described later) is managed instead of the direct relationship between the documents, the management of the related information is difficult to be complicated. In addition, since the user can track the relationship around a specific theme (themes 1 and 2 described later), the operation is intuitive. In addition, it is possible to avoid a situation where a large number of weakly related documents are displayed during a search.

  The client terminal 200 registers a document in the document management apparatus 100 via the in-house LAN 300. When registering a document, the document can be associated with a theme (themes 1 and 2 described later). When the client terminal 200 registers a document in the document management apparatus 100 and associates it with a theme (themes 1 and 2 described later) when registering the document, a browser or a dedicated application that supports them is used. Can do. In addition, when registering a document with respect to the document management apparatus 100 and associating with a theme for registering a document (themes 1 and 2 described later), not only the client terminal 200 but also a mobile terminal such as a smart phone terminal or a tablet terminal. It can be carried out.

  Next, the configuration of the document management apparatus 100 will be described with reference to FIGS. The control unit 110 of the document management apparatus 100 includes a ROM 111, a RAM 112, a communication module 113, an input control unit 114, a user management unit 115, a document management unit 116, a related data management unit 117, a theme management unit 118, and a system control unit 119. Is provided. These are connected via the data bus 120.

  The ROM 111 stores a control program for checking the operation of each unit. The RAM 112 is a work memory for executing a program. The communication module 113 communicates with the client terminal 200 via the in-house LAN 300. That is, the communication module 113 receives a document from the client terminal 200 or transmits a registered document to the client terminal 200.

  The input control unit 114 controls an input operation on the client terminal 200 side. That is, for example, the above-described operation on the browser on the client terminal 200 side is processed in the input control unit 114. This processing includes, for example, a document registration instruction, a document association instruction for a specific theme (themes 1 and 2 described later), and a document association instruction for a plurality of themes (themes 1 and 2 described later). . A document registration instruction is sent from the input / output control unit 114 to the system control unit 119. The document association instruction is sent from the input control unit 114 to the related data management unit 117. In addition, the input control unit 114 changes the input control unit 114 to the document management unit 116 or the theme management unit 118 when an operation that adds or changes a document or theme (themes 1 and 2 described later) is performed. Instructions are sent to it.

  The user management unit 115 manages data related to users who use the document management apparatus 100. The document management unit 116 registers and manages document data from the client terminal 200 in the document database 130. Further, when there is a registration or search instruction from the client terminal 200, the document management unit 116 provides a registration / search screen 150A as shown in FIG. 3, for example. Further, when registering document data in the document database 130, the document management unit 116 generates document management information 140 as shown in FIG.

  Here, the document management information 140 is provided with a registration number 140a, a type 140b, a time stamp 140c, type information 140d, and theme content 140e. The registration number 140a is a number for specifying a registered document. The type 140b indicates the type of document to be registered, and includes a document, a notepad, an email, a calendar item, and the like.

  The time stamp 140c basically indicates the date when the document was registered. The time stamp 140c can be changed as appropriate according to an instruction from the client terminal 200. The type information 140d represents the position of the registered document, and can be, for example, a draft, a contact item, confidentiality, a specification change, or a schedule. The type information 140d can be added when a document is registered by the client terminal 200.

  The related data management unit 117 associates a document with a time stamp for each of the themes 1 and 2 based on the association instruction for the themes 1 and 2. Specifically, the association is performed as follows. That is, the folder 150 corresponding to theme 1 and the folder 151 corresponding to theme 2 are displayed on the registration / search screen 150A of FIG. 3 displayed on the client terminal 200 side. These folders 150 and 151 are displayed according to the addition of themes 1 and 2 on the client terminal 200 side. In FIG. 3, only two themes 1 and 2 are shown, but there may be three or more themes.

  Here, for example, when registering a document for the first time, on the registration / search screen 150A displayed on the client terminal 200 side, the user corresponds to the folder 150 or theme 2 corresponding to the theme 1, for example, the icon 160 representing the document. Drag and drop to the folder 151.

Thereby, the related data management unit 117 associates the document corresponding to the icon 160 with the theme 1 or the theme 2.
The icon 160 representing the document shown in FIG. 3 is associated with theme 1 by being dragged and dropped into the folder 150 corresponding to theme 1. Further, the icon 161 representing the notepad, the icon 162 representing the mail, and the icon 163 representing the scanned document shown in FIG. 3 are also dragged and dropped into the folder 151 corresponding to the theme 1. Therefore, the notepad corresponding to the icon 161, the mail corresponding to the icon 162, and the scanned document corresponding to the icon 163 are associated with the theme 1.

Similarly, an icon 164 representing a document and an icon 165 representing a calendar item in theme 2 are also dragged and dropped into a folder 151 corresponding to theme 2. Therefore, the document corresponding to the icon 164 and the calendar item corresponding to the icon 165 are associated with the theme 2.
Note that the icon 161 representing the notepad in the theme 2 is dragged and dropped to the folder 151 of the theme 2 because the icon 161 representing the notepad associated with the theme 1 is dragged and dropped. Is also associated with theme 2. As described above, by dragging and dropping the icons 160 to 165 to the folder 150 corresponding to the theme 1 and the folder 151 corresponding to the theme 2, the related data management unit 117 associates the icons 160 to 165 with the respective themes 1 and 2. .

  Further, for example, when the association with the respective themes 1 and 2 is performed like the icon 161 representing the memo pad, link information (inter-theme link) may be added to the respective icons 161. In this case, for example, when the icon 161 representing the notepad in the theme 1 is clicked, the icon 161 representing the notepad associated with the theme 2 can be displayed by blinking or the like. All documents can be retrieved easily.

  In FIG. 3, the icons 160 to 165 associated with theme 1 and theme 2 are arranged in time series. This time series arrangement is performed based on the time stamp 140c described above. Further, the above-described type 140b and type information 140d may be displayed on each of the icons 160 to 165. Thereby, confirmation of each classification 140b and type information 140d becomes easy via each icon 160-165.

  In addition, the related data management unit 117 changes the date and time of the time stamp 140 c based on an instruction from the client terminal 200. This facilitates changing the position of the document displayed in time series. In the time-series display of documents, the document may be in ascending order or descending order. In any case, the time series display of the document is performed based on the instruction on the client terminal 200 side.

  In addition, the related data management unit 117 specifies the designated period of the time stamp 140 c based on an instruction from the client terminal 200. Thus, since the icons 160 to 165 corresponding to the designated period of the time stamp 140c are displayed on the registration / search screen 150A described above, the number of documents to be searched is limited according to the designated period of the time stamp 140c. Is done. In specifying the period, for example, a slide knob or the like that can arbitrarily specify the period may be displayed on the above-described registration / search screen 150A. Thereby, a period can be arbitrarily designated by the slide picking.

  Further, the related data management unit 117 determines whether to share themes 1 and 2 based on an instruction from the client terminal 200. Thereby, it is possible to associate documents with other users only for the shared themes 1 and 2.

  The theme management unit 118 manages data relating to themes 1 and 2 created on the client terminal 200 side. For example, as shown in FIG. Of course, there may be three or more themes 1 and 2. However, since themes 1 and 2 are starting points to be tracked when searching for documents, it is necessary not to have the same contents. Further, the theme management unit 118 can change the themes 1 and 2 based on an instruction from the client terminal 200.

  Next, the configuration of the client terminal 200 will be described with reference to FIG. The control unit 210 of the client terminal 200 is provided with a ROM 211, a RAM 212, a memory 213, a communication module 214, a display control unit 215, and an operation control unit 216. These are connected via a data bus 218.

  The ROM 211 stores a control program for performing an operation check of each unit. The RAM 212 is a work memory for executing a program. The memory 213 stores documents created on the client terminal 200 side, documents received from the document management apparatus 100 side, and the like.

  The communication module 214 communicates with the document management apparatus 100 via the in-house LAN 300. That is, the communication module 214 transmits a created document to the document management apparatus 100 and receives a document registered on the document management apparatus 100 side.

  The display control unit 215 controls the display operation of the display unit 220. That is, for example, the display control unit 215 causes the display unit 220 to display a browser that supports document registration with the document management apparatus 100 and association with themes 1 and 2 when the document is registered. In this browser, for example, a registration / search screen 150A shown in FIG. 3 is displayed.

  The operation control unit 216 controls an operation performed by the operation unit 221 including a keyboard and a mouse. That is, for example, when the icon 160 representing the document shown in FIG. 3 is dragged and dropped to the folder 151 corresponding to the theme 1 by the operation unit 221, the operation control unit 216 displays the folder 151 of the theme 1 of the icon 160 representing the document. Controls drag and drop for. Further, for example, when the icon 160 representing the document shown in FIG. 3 is dragged and dropped onto the theme 2 folder 151 by the operation unit 221, the operation control unit 216 drags the icon 160 representing the document onto the theme 2 folder 151. Control & drop.

  Next, document management by the document management apparatus 100 will be described with reference to FIG. In the following description, it is assumed that the theme management unit 118 has already managed a plurality of themes 1 and 2.

  First, the system control unit 119 determines whether there is a document registration instruction from the client terminal 200 (step S10). The document registration instruction here is determined based on, for example, whether the icon 160 representing the document has been dragged and dropped into the theme 1 folder 150 or theme 2 folder 151 on the registration and search screen 150A shown in FIG. Is done.

  Then, the system control unit 119 waits for a registration instruction if there is no drag-and-drop of the icon 160 representing, for example, a document in the theme 1 folder 150 or theme 2 folder 151 (step S10: No). On the other hand, the system control unit 119 determines that there is a document registration instruction if there is a drag-and-drop of, for example, an icon 160 representing a document to the theme 1 folder 150 or the theme 2 folder 151 (step S10: Yes).

  Next, when the system control unit 119 determines that there is a document registration instruction, the related data management unit 117 confirms an instruction to associate the document with the theme (step S11). That is, for example, when the icon 160 representing a document is dragged and dropped onto the theme 1 folder 150, an instruction to associate the icon 160 representing the document with the theme 1 is confirmed. For example, when an icon 160 representing a document is dragged and dropped into the theme 151 folder 151, an instruction to associate the document corresponding to the icon 160 with respect to the theme 2 is confirmed.

  Further, the related data management unit 117 determines whether or not there is an association instruction between the themes (step S12). That is, for example, when the icon 160 representing a document is dragged and dropped onto either the theme 1 folder 150 or the theme 2 folder 151, it is determined that there is no instruction for association between the themes (step S12: No). . On the other hand, for example, when the icon 160 representing the document is dragged and dropped into both the theme 1 folder 150 and the theme 2 folder 151, it is determined that there is an instruction to associate between the themes 1 and 2 (step S12). : Yes).

  Next, when determining that there is no association instruction between the themes 1 and 2, the related data management unit 117 associates the document and the time stamp with the theme 1 or 2 (step S13). That is, for example, when an icon 160 representing a document is dragged and dropped onto the theme 1 folder 150, the document is associated with the theme 1 and a time stamp indicating the date and time of registration. For example, when the icon 160 representing a document is dragged and dropped into the theme 2 folder 151, the related data management unit 117 associates the document with the time stamp indicating the date and time of registration.

  If the related data management unit 117 determines that there is an association instruction between the themes 1 and 2, the related data management unit 117 associates the document with the time stamp for each of the themes 1 and 2 (step S 14). That is, for example, when the icon 160 representing a document is dragged and dropped into both the theme 1 folder 150 and the theme 2 folder 151, a document and a time stamp indicating the date and time of registration are added to the theme 1 and theme 2. Associate.

  The association between themes 1 and 2 can be executed not only when the document is registered but also after the document is registered. That is, when the document 160 corresponding to the icon 160 is associated with the theme 1 and the icon 160 is dragged and dropped on the folder 151 of the theme 2 as in the registration / search screen 150A of FIG. The data management unit 117 determines that there is an association instruction between the themes, and associates the icon 160 with the theme 2 as described above.

  Next, the system control unit 119 determines whether there is a search request from the client terminal 200 (step S15). When determining that there is no search request from the client terminal 200, the system control unit 119 waits for a search request (step S15: No). On the other hand, when the system control unit 119 determines that there is a search request from the client terminal 200 (step S15: Yes), the document control unit 116 causes the document management unit 116 to display the documents for each theme 1 and 2 in time series. (Step S16). In this case, the document management unit 116 displays icons 160 to 165 representing documents for each theme 1 and theme 2 in time series, as in the registration and search screen 150A shown in FIG.

  As described above, in the present embodiment, communication with the client terminal 200 having the display unit 220 that displays the registration / search screen 150A is performed by the apparatus-side communication module (communication module 113), and the theme management unit 118 performs plural communication. Themes 1 and 2 are managed, the time stamp 140c indicating the registration date of the document registered by the related data management unit 117 is managed, and the related data management unit 117 manages the document based on the instruction to associate the document with themes 1 and 2. Is added to the document, and is associated with themes 1 and 2 managed by the theme management unit 118, and the document management unit 116 applies a theme to the registration / search screen 150A. Since the documents associated with 1 and 2 are displayed in time series for each theme 1 and 2, theme 1 Only documents that are associated with the theme 1,2 every 2 can be displayed in time series, it is possible to retrieve a document easily and reliably.

  In this embodiment, the document management unit 116 associates a document with a time stamp for each theme 1 and 2 based on an association instruction between the themes 1 and 2. Even if it exists, the correlation between themes 1 and 2 can be performed easily.

  In the present embodiment, since the date and time of the time stamp is changed by the related data management unit 117 based on an instruction from the client terminal 200, the position of the document displayed in time series can be easily changed. it can.

  Further, in the present embodiment, the related data management unit 117 manages type information 140d (draft, communication item, confidentiality, specification change, schedule, etc.) indicating the position of the document based on an instruction from the client terminal 200. For example, the type information 140d can be displayed on the icons 160 to 165 representing the document on the registration / search screen 150A shown in FIG.

  In the present embodiment, the related data management unit 117 manages whether the themes 1 and 2 are shared based on the instruction from the client terminal 200. Users can associate documents.

  In this embodiment, the related data management unit 117 manages the time stamp designation period based on an instruction from the client terminal 200, and the document management unit 116 designates the time stamp designation for the registration / search screen 150A. Since documents corresponding to the period are displayed, the number of documents to be searched can be limited according to the specified period of the time stamp.

1, 2 Theme 100 Document management device 110 Control unit 111 ROM
112 RAM
113 communication module 114 input control unit 115 user management unit 116 document management unit 117 related data management unit 118 theme management unit 119 system control unit 120 data bus 130 document database 140 document management information 140a registration number 140b type 140c time stamp 140d type information 140e Theme content 150A Registration and search screen 150 Folder 151 Folder 160-165 Icon 200 Client terminal 210 Control unit 211 ROM
212 RAM
213 Memory 214 Communication module 215 Display control unit 216 Operation control unit 218 Data bus 220 Display unit 221 Operation unit 300 Internal LAN

Claims (8)

A device side communication module for communicating with a client terminal having a display unit for displaying a registration and search screen;
A theme management unit that manages multiple themes,
A related data management unit that adds a time stamp indicating a registration date of the document to the document based on an instruction to associate the document with the theme, and associates the document with the theme managed by the theme management unit;
A document management unit for managing the document associated by the related data management unit,
The document management unit displays a document associated with the theme on the registration / search screen in time series for each theme.   The document management apparatus according to claim 1, wherein the related data management unit associates the document with the time stamp for each theme based on an association instruction between the themes.   The document management apparatus according to claim 1, wherein the related data management unit changes a date and time of the time stamp based on an instruction from the client terminal.   The document management apparatus according to claim 1, wherein the related data management unit manages type information representing the positioning of the document based on an instruction from the client terminal.   The document management apparatus according to claim 1, wherein the related data management unit manages whether to share the theme based on an instruction from the client terminal. The related data management unit manages a designated period of the time stamp based on an instruction from the client terminal,
The document management apparatus according to claim 1, wherein the document management unit displays a document corresponding to a specified period of the time stamp on the registration / search screen. A client terminal for registering a document, and a document management apparatus for managing the document,
The client terminal is
A terminal-side communication module for communicating with the document management device;
A display unit for displaying a registration and search screen related to document registration and document search;
An input of a plurality of themes serving as a starting point for document search, and an operation unit for instructing a relationship between the document and the theme,
The document management apparatus includes:
A device-side communication module for communicating with the client terminal;
A theme management unit that manages multiple themes,
A related data management unit that adds a time stamp indicating a registration date of the document to the document based on an instruction to associate the document with the theme, and associates the document with the theme managed by the theme management unit;
A document management unit for managing the document associated by the related data management unit,
The document management system, on the registration / search screen, displays a document associated with the theme in time series for each theme. A step of performing communication with a client terminal having a display unit for displaying a registration and search screen by the device-side communication module;
Managing multiple themes by the theme management department;
A related data management unit adds a time stamp indicating the registration date of the document to the document based on an instruction to associate the document with the theme, and associates the document with the theme managed by the theme management unit. Process,
The document management unit causes the computer that controls the document management apparatus to execute the step of managing the document associated with the related data management unit,
The document management program displays a document associated with the theme in a time series for each theme on the registration / search screen.

Images