JP2004145743A - Document management device - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a document management device capable of easily and rapidly performing the retrieval and reference of a document cited in the description of the content of a document when confirming the content described in the document. <P>SOLUTION: This document management device 112 has a document formation part 103; a document storage area 110 for storing a document formed in the document formation part; a document number attachment part 102 for attaching a document number to the document stored in the document storage area; a document list display part 107 for listing documents stored in the document storage area; a cited document number acquisition part 104 for acquiring the document number of a document cited in the preparation of the document; a cited document number attachment part 104 for attaching the document number of the cited document to the formed document; and a cited history display part 108 for displaying the cited relation so as to be easily understandable at a glance by connecting the icon of the citing-side document to the icon of the cited document based on the attached cited document number. <P>COPYRIGHT: (C)2004,JPO

Description

[0001]
TECHNICAL FIELD OF THE INVENTION
The present invention relates to a document management device that displays a relationship between documents, and more particularly to a unit that displays a relationship centering on a citation relationship between documents.
[0002]
[Prior art]
As a conventional technique for displaying the citation relationship between documents, when a new document is created by citing an existing document, the document number assigned to the existing document to be cited is acquired, and the document number and a new creation are created. There is a system that saves a document number of a document to be paired and displays the citation relationship as a list (for example, see Patent Document 1).
[0003]
Another document management system employs a mechanism that uses a document number assigned to a document, manages a link between a standard document and a derived document derived from the standard document, and further stores related information. (For example, see Patent Document 2).
[0004]
[Patent Document 1]
JP-A-2002-117022 (pages 5 to 6, FIG. 4)
[Patent Document 2]
Japanese Patent Application Laid-Open No. 2001-055689 (pages 3 and 4, FIGS. 6 and 9)
[Problems to be solved by the invention]
However, in the above-described conventional system, when it is desired to go back to the citation relation and refer to the document in which the information of the main book is described, it is necessary to go back to each citation-related document one by one and examine the contents of the document. No.
[0005]
Further, since the citation relation is displayed as a list, it is difficult to grasp the citation relation of all the related documents at a glance.
[0006]
Furthermore, in the above-mentioned conventional system, it is possible to specify a document and display the citation relation of the document, but particularly when there are a plurality of documents having a citation relation, a certain item in the specified document refers to which document is cited. It cannot be specified until it has been created.
[0007]
SUMMARY OF THE INVENTION It is an object of the present invention to provide a document management apparatus that can easily and quickly search and refer to a document cited when describing an item in a document when confirming the content described in the document. .
[0008]
[Means for Solving the Problems]
In order to achieve the above object, the present invention provides a document creation unit, a document storage area for saving a document created by the document creation unit, and a document number attachment for attaching a document number to the document saved in the document storage area. Section, a document list display section for displaying a list of documents stored in the document storage area, a cited document number obtaining section for obtaining the document number of the document cited at the time of document creation, and a A citation document number attachment section for attaching a document number, and a citation history display section for connecting the icon of the citing document and the icon of the cited document with an arrow or a line based on the attached cited document number and displaying the citation history. We propose a document management device.
[0009]
The cited document number acquisition unit includes means for acquiring a document number of the displayed document when a document is selected and displayed from documents stored in the document storage area during document creation. I do.
[0010]
During document creation, a document referred to for another purpose, not for creating a document, is also referred to as a cited document, and the document number of the referenced document is attached to the document being created as a cited document number. In order to avoid that a document that is not actually quoted when creating a document as described above becomes a cited document, in the present invention, a list of documents stored in the document storage area is displayed in the document list display unit, and the list is displayed. When a document is selected from the selected documents, the user can select whether or not to make the selected document a cited document.
[0011]
The cited document number attaching unit includes means for attaching the document number acquired by the cited document acquiring unit to the document being created at the time of document creation.
[0012]
In any one of the above-described document management apparatuses, the citation history display unit includes means for following a citation relationship of a specified document and displaying citation relationships for documents in all hierarchies having the citation relationship.
[0013]
In the document management apparatus of the present invention, the document number of the cited document is attached to the document being created, and the icon of the citing document and the icon of the cited document are changed based on the document number of the cited document with an arrow or line. Can be displayed at a glance.
[0014]
In any one of the above-described document management apparatuses, the citation history display unit may include, when displaying a citation relationship, a unit that changes a color or a shape of an icon of a document that includes a specified keyword in the document and displays the keyword. it can.
[0015]
Since a means for designating an item to be confirmed in a document as a keyword is provided, a document cited when describing the item in the document can be easily and quickly searched and referenced.
[0016]
In addition, since the citation history display unit has a zoom-up / down function for changing the display magnification when displaying the citation relationship, the citation history can be displayed at an optimum magnification even if the citation relationship is diversified.
[0017]
BEST MODE FOR CARRYING OUT THE INVENTION
Next, an embodiment of a document management apparatus according to the present invention will be described with reference to FIGS.
[0018]
FIG. 1 is a block diagram showing a system configuration of an embodiment of a document management apparatus according to the present invention.
[0019]
The document management apparatus 112 according to the present embodiment includes a document number attachment unit 102, a document creation unit 103, a cited document number attachment unit 104, a cited document number acquisition unit 105, a cited document display unit 106, and a document list display unit. It comprises a 107, a citation history display unit 108, a document storage unit 109, and a document storage area 110, and is connected to the input / output device 101 operated by the user.
[0020]
The document creation unit 103 is a part where a user operates the input / output device 101 to create a document. The document creation unit 103 can activate a document creation application and create a document. The document creation unit 103 recognizes that a document is being created during a period from the start of the document creation application to the end of the document creation to the end of the document creation application. During the document creation, the document title being created is temporarily stored. Remember. At this time, if a plurality of documents are created simultaneously, the document titles of the plurality of documents are stored.
[0021]
The document storage unit 109 stores the document created by the document creation unit 103 and the attribute information of the document in the document storage area 110 of the hard disk. In the document storage area 110, a document and attribute information are stored in pairs, and when a document is designated, the attribute information can be known. If the attribute information has a one-to-one relationship with the document, such as a document number, the corresponding document can be known from the attribute information.
[0022]
The attribute information in the present embodiment includes a document number, a document title, a document creator, a creation date, an update date, version information, a document number of a document cited at the time of document creation, and the like. The attribute information may include information such as the department name of the document creator and the name of the project to which the creator is related. In this specification, a document cited at the time of document creation is also referred to as a cited document, and a document number of a document cited at the time of document creation is referred to as a cited document number.
[0023]
The document number attaching unit 102 automatically attaches a document number to the document created by the document creating unit 103. The document number is a number individually associated with a document.
[0024]
The document list display unit 107 displays a list of documents stored in the document storage area 110 and their attribute information on the input / output device 101.
[0025]
The document storage unit 109, the document number attachment unit 102, the document storage area 110, the document list display unit 107, and the cited document display unit 106 form a database 111 that manages documents and their attribute information.
[0026]
The cited document display unit 106 displays, on the input / output device 101, the content of the document selected from the document list displayed by the document list display unit 107.
[0027]
The cited document number acquisition unit 105 acquires the document number of the document displayed on the cited document display unit 106 during document creation.
[0028]
The document number of the document displayed on the cited document display unit 106 is the cited document number. The cited document number is acquired only when the document creation unit 103 recognizes that the document is being created.
[0029]
The cited document number attaching unit 104 attaches the cited document number acquired by the cited document number acquiring unit 105 to the document being created by the document creating unit 103 as attribute information. The attached cited document number is stored in the document storage area 110 together with the created document by the document storage unit 109.
[0030]
The citation history display unit 108 displays a citation history of a document selected from the documents listed on the input / output device 101 by the document list display unit 107. The citation history expresses the flow of citation as to what kind of document the document has been created by citing an arrow from the cited document to the cited document. The citation history display unit 108 can select whether or not to specify a keyword before displaying the citation history, and can also display the keyword in a document displayed in the citation history.
[0031]
FIG. 2 is a flowchart illustrating a procedure of associating a cited document at the time of document creation in the document management apparatus of FIG.
[0032]
When creating a document using the document management apparatus of the present embodiment, the user starts an application for creating a document from the document creation unit 103 of the document management apparatus (S101).
[0033]
When the application for document creation is started, the document creation unit 103 recognizes that a document is being created, and temporarily stores the document title (S102). At this time, if a plurality of documents are created simultaneously, the document titles of the plurality of documents are stored.
[0034]
When the user creates a document, a list of documents stored in the document storage area 110 is displayed on the document list display unit 107 (S103), and a document to be cited is selected from the displayed list of documents (S104). The cited document display unit 106 displays the contents of the cited document so that the user can create a document with reference to the cited document (S105).
[0035]
Next, it is determined whether only one document is created or a plurality of documents are created simultaneously (S106).
[0036]
If only one document has been created, a dialog dialog 301 for asking the user to determine whether to associate the reference document with the document being created as a cited document is displayed (S109), and the user's determination is requested.
[0037]
During document creation, a document referred to for another purpose, not for creating a document, is also referred to as a cited document, and the document number of the referenced document is attached to the document being created as a cited document number.
[0038]
In this embodiment, in order to prevent a document that is not actually quoted from being a quoted document when creating a document, in the present embodiment, a list of documents stored in the document storage area 110 is displayed on the document list display unit 107, When a document is selected from the listed documents, the user can select whether or not the selected document is a cited document.
[0039]
FIG. 3 is a diagram showing an example of a dialog for requesting a user to determine whether or not to associate a reference document with a document being created in the document management apparatus in FIG. 1 as a cited document. When making a cited document, the user presses a "Yes" button 302 in the dialog 301 (S110), and the cited document number is attached to the document being created as a cited document (S111, S112). If the user does not want to use the cited document, the user presses a “No” button 303 in the dialog (S110).
[0040]
That is, when the user displays the contents of the cited document, the document number of the cited document (cited document number) is acquired by the cited document number acquiring unit 105 (S111), and the cited document number is attached to the document being created by the cited document number attaching unit 104. The document number is attached (S112).
[0041]
When there are a plurality of cited documents, the above processing is repeated (S113).
[0042]
FIG. 4 is a dialog for asking a user to determine whether to associate a reference document with any document being created as a cited document or not when there are a plurality of documents being created in the document management apparatus of FIG. It is a figure showing an example of.
[0043]
If a plurality of documents are being created at the same time in S106, the document list display unit 107 causes the dialog 401 to display a list of the documents 402, 403,... Being created (S107). In the present embodiment, buttons 402 to 403 are provided for each document title of the document being created, and by pressing a button of a document having a citation relationship, it is possible to specify which document is the cited document. The document title of the document displayed on the button on the dialog is the document title that is recognized as being being created by the document creation unit 103 and is temporarily stored.
[0044]
Further, a "No" button 404 is provided in the dialog, and when this button is selected, it is possible to specify not to make a cited document.
[0045]
When there are a plurality of cited documents, the above processing is repeated (S113).
[0046]
As described above, the user can semi-automatically associate the cited document with the document being created.
[0047]
When the document creation is completed (S114), the document number attaching unit 2 automatically attaches the document number (S115). The document numbers are individually associated with the documents, and none of the documents stored in the document storage area 110 have the same number.
[0048]
When the user finishes the document creation and saves the document in the document saving area 110 by the document saving unit 109, the document number attached by the document number attaching unit 102 and the cited document attached by the cited document number attaching unit 104 The number and the attribute information are stored together with the document (S116).
[0049]
As other attribute information of the document number and the cited document number, a document creator, a creation date, an update date, version information, and the like are stored together with the document. Information such as the name of the department to which the document creator belongs and the name of the project to which the creator relates may be included.
[0050]
When the user checks the content described in the document, the user refers to the cited document when the document is created. In the case where the contents to be confirmed are not described in the cited document, or in order to confirm the contents described in the cited document, the cited document is referred to when creating the cited document. As described above, in order to confirm the contents of the document, it is necessary to sequentially trace the citation relationship, refer to the cited document, and confirm the contents described in the document.
[0051]
In the design work, a quoted document is sometimes referred to when a design document is created in order to confirm the basis of specifications described in a certain design document. Here, using the document management apparatus of the present embodiment, the designer confirms the basis of the specification or the contents of the design document described in the design document stored in the document storage area 110, and further checks the specification. In order to confirm the effect of the change, it is assumed that the citation history of the design document and documents related to the specifications described in the design document are examined.
[0052]
FIG. 5 is a diagram showing an example of a list display of documents stored in the document storage area 110 in the document management apparatus of FIG.
[0053]
First, the designer causes the document list display unit 107 to display a list of documents as shown in FIG. In the example of the list display 501, display fields for a document number 502, a document title 503, a creator 504, a creation date 505, an update date 506, and a cited document number 507 are provided. If there is other attribute information, it may be displayed together. When you select and click a document in the list, the content of the document is displayed.
[0054]
FIG. 6 is a diagram showing an example of a dialog for inputting a keyword when a keyword is specified and searched for a document displayed in the citation history list in the document management apparatus in FIG.
[0055]
When a design document whose citation history is to be checked is selected from the documents listed in FIG. 5 and the citation history display button 508 is pressed, a dialog 601 for inputting a keyword is displayed as shown in FIG. Then, the user inputs a keyword related to the specification to be confirmed in the keyword input field 602, and presses an OK button 603. When the CANCEL button 604 is pressed, the display method of the document including the keyword in the document can be changed in the document displayed in the citation history described below so that the display process is not performed.
[0056]
FIG. 7 is a diagram showing an example of the display of the citation history in the document management device of FIG. “A part specifications” is selected from the documents listed in FIG. 5 and the citation history display button 508 is pressed, and “A part specification”, which is one item in “A part specifications”, is used as a keyword. When "Material" is specified, the citation history display unit 108 displays the citation history 701 with a document title display icon and an arrow as shown in FIG.
[0057]
The arrow drawn from the icon 704 indicating “Detailed design document” to the icon 705 indicating “Specification of A part” indicates that the document “Detailed design document” was created when the document “Specification of A part” was created. Book ".
[0058]
Further, an icon 704 indicating "Detailed design document", an icon 705 indicating "Specification of A part", an icon 707 indicating "Countermeasure for vibration of A part", and "... Countermeasure" are indicated. Like the icon 708 and the icon 710 displayed as “C part design document”, the color of the document icon containing the keyword input from the dialog 601 in the document is changed and displayed. The icon may display information such as a creator and a creation date in addition to the document title.
[0059]
When displayed as shown in FIG. 7, the citation history of “A part specification” is systematically displayed, and the color of the document related to “A part material” which is one item in “A part specification” is displayed. By changing the display, a document including the basis of the "material of the A part" can be referred easily and quickly. Further, it is possible to grasp the range of the influence when the “material of the A part” is changed.
[0060]
In the example of the citation history display in FIG. 7, since the color of the icon displayed as “C-part design document” has changed, when the “material of A-part” is changed, the design of the C-part is affected. You can see that it extends.
[0061]
Although FIG. 7 shows an example in which the citation relation is displayed in a size that is easy to see in one screen, when the citation relation is diversified, the display may be very fine. In order to cope with such a case or a case where it is desired to more precisely edit / correct the display image related to the citation, a zoom up / down function for changing the display magnification of the screen is provided.
[0062]
FIG. 8 is a flowchart showing a main processing procedure of citation history display in the document management apparatus of FIG. 1, and FIG. 9 is a flowchart showing a processing procedure returning from step S216 to S204 in the processing procedure of FIG.
[0063]
First, as described above with reference to FIGS. 5 to 7, document selection is selected and a keyword is specified (S201).
[0064]
The icon of the selected document is displayed on the input / output device 101 (S202), and the selected document is set as the designated document (S203). The designated document is a document to be subjected to the following processing.
[0065]
Next, it is determined whether the designated document has a cited document number (S204). If the designated document does not have a cited document number, the process proceeds to step S210 without performing the following steps S205 to S209.
[0066]
If the designated document has a cited document number, a cited document number is obtained from the attribute information (S205). Based on the acquired cited document number, the cited document is searched from the document storage area 110 (S206), and it is determined whether the icon of the cited document is already displayed on the input / output device 101 (S207).
[0067]
If the icon of the cited document is not displayed, it is displayed on the input / output device 101 (S208), and an arrow is drawn from the icon of the cited document to the icon of the designated document to indicate the citation relationship (S209). When the icon of the cited document is already displayed on the input / output device 101, an icon is not displayed and an arrow is drawn from the icon of the cited document already displayed to the icon of the designated document (S209).
[0068]
If there are a plurality of cited documents, the processes of S205 to S209 are executed for each of the cited documents.
[0069]
Subsequently, the document number of the designated document is obtained (S210), and a document having the document number as a citation number as an attribute is searched (S211) to determine whether there is a document having the document number of the designated document as a citation number in the attribute. (S212).
[0070]
If there is no document having the attribute of the document number of the designated document as the citation number, the process proceeds to the process 216 without performing the processes of S213 to S215.
[0071]
If there is a document having the document number of the designated document as a reference number as an attribute, it is determined whether or not the icon of the searched document is displayed on the input / output device 101 (S213). If the icon is not displayed on the input / output device 101, the icon of the searched document is displayed (S214), and an arrow is drawn from the icon of the designated document to the icon of the searched document (S215). When the icon of the searched document is already displayed on the input / output device 101, the icon of the newly searched document is not displayed, and an arrow is drawn from the icon of the designated document to the icon already displayed.
[0072]
After performing the processes of S204 to S215, it is determined whether a new document icon is displayed on the input / output device 101 (S216). If there is no newly displayed document icon, the process ends.
[0073]
If there is an icon of the newly displayed document, it is searched whether the keyword input at the time of designating the document (S201) is included in the newly displayed document (S217), and at the time of designating the document (S201). It is determined whether the keyword input in ()) is included in the newly displayed document (S218). If the keyword is included in the newly displayed document, the color of the icon of the document is changed (S219).
[0074]
Other than changing the color of the icon, any display method may be used as long as the icon of a document that does not include a keyword and the icon of a document that includes a keyword can be distinguished, for example, by changing the shape of the icon.
[0075]
If the keyword is not included in the newly displayed document, the process proceeds to the next process S220 without changing the color of the icon of the newly displayed document.
[0076]
Subsequently, the newly displayed document is set as the designated document (S220), and the processing from S204 is executed again.
[0077]
The above processing is continued until there is no more document newly displayed on the input / output device 101.
[0078]
When the icon 702 to 709 of the related document on the citation history 701 displayed on the citation history display unit 108 is selected, the content of the document is displayed.
[0079]
By the above processing, the citation history 701 of the selected document is displayed, the user can grasp the citation history at a glance, and can check the contents of the selected document by going back to the citation relationship.
[0080]
Furthermore, when displaying the citation history 701, if a keyword related to an item to be confirmed in the document is specified, a document that is the basis of the item to be confirmed can be easily and quickly searched from the document displayed in the citation history 701. Can be.
[0081]
In addition, since documents related to the checked item can be systematically referred to among documents having a citation relationship, it is possible to grasp the range affected when the content of the item to be checked is changed.
[0082]
【The invention's effect】
According to the present invention, the document number of the cited document is attached to the document being created, and the icon of the citing document and the icon of the cited document are connected with an arrow or a line based on the document number of the cited document, and cited. Relationships can be displayed at a glance.
[0083]
Also, an item to be confirmed in the document is designated as a keyword, and the document cited when the item in the document is described can be easily and quickly searched and referenced.
[0084]
Furthermore, since the citation history display unit has a zoom-up / down function for changing the display magnification when displaying the citation relation, the citation history can be displayed at the optimum magnification even when the citation relation is diversified.
[Brief description of the drawings]
FIG. 1 is a block diagram illustrating a system configuration of an embodiment of a document management apparatus according to the present invention.
FIG. 2 is a flowchart showing a procedure for associating a document cited at the time of document creation in the document management apparatus of FIG. 1;
FIG. 3 is a diagram illustrating an example of a dialog for requesting a user to determine whether to associate a reference document as a cited document with a document being created in the document management apparatus in FIG. 1;
FIG. 4 is a dialog for asking a user to determine whether to associate a reference document as a cited document with any of the documents being created when there are a plurality of documents being created in the document management apparatus of FIG. 1; It is a figure showing an example of.
FIG. 5 is a diagram showing an example of a list display of documents stored in a document storage area 110 in the document management apparatus of FIG.
FIG. 6 is a diagram showing an example of a dialog for inputting a keyword when a keyword is specified and searched for a document displayed in a citation history list in the document management apparatus of FIG. 1;
7 is a diagram showing an example of display of a citation history in the document management device of FIG.
FIG. 8 is a flowchart showing a main processing procedure of citation history display in the document management apparatus of FIG. 1;
FIG. 9 is a flowchart showing a processing procedure of returning from step S216 to S204 in the processing procedure of FIG. 8;
[Explanation of symbols]
Reference Signs List 101 input / output device 102 document number attaching section 103 document creating section 104 cited document number attaching section 105 cited document number acquiring section 106 cited document display section 107 document list display section 108 citing history display section 109 document saving section 110 document saving area 111 database 112 Document management device

Claims (6)

A document creation unit,
A document storage area for storing the document created by the document creation unit,
A document number attachment unit for attaching a document number to a document stored in the document storage area,
A document list display unit for displaying a list of documents stored in the document storage area,
A cited document number acquisition unit for acquiring a document number of a document cited at the time of document creation;
A cited document number attachment section for attaching the document number of the cited document to the created document;
A document management device comprising: a citation history display unit that connects an icon of a citing document and an icon of a cited document with an arrow or a line based on an attached cited document number and displays a citation relationship. The document management device according to claim 1,
The cited document number acquisition unit includes means for acquiring a document number of the displayed document when selecting and displaying a document from documents stored in the document storage area during document creation. Characteristic document management device. The document management device according to claim 1, wherein
A document management apparatus, wherein the cited document number attaching unit includes means for attaching a document number acquired by the cited document acquiring unit to a document being created at the time of document creation. The document management device according to claim 1, wherein
A document management apparatus, wherein the citation history display unit includes means for following a citation relationship of a specified document and displaying citation relationships for documents of all hierarchies having the citation relationship. The document management device according to any one of claims 1 to 4,
A document management apparatus, wherein the citation history display unit includes means for changing the color or shape of a document icon including a specified keyword in a document when displaying a citation relationship. The document management device according to any one of claims 1 to 4,
A document management apparatus, wherein the citation history display unit has a zoom-up / down function for changing a display magnification when displaying a citation relationship.

Images