JP3831239B2 - Document management system and document management apparatus - Google Patents

Description

[0001]
BACKGROUND OF THE INVENTION
  The present invention relates to processing such as reading, copying, and editing of an electronic document on a network.GanaDocument management system that can manage its location and derivative informationAnd document management deviceAbout.
[0002]
[Prior art]
Conventionally, document storage systems for sharing electronic documents on a network include RDBMS (Relational Database Management System: relational database system that expresses information using a table), document management system, Web server, shared file system, etc. It has been known. Some of these support the retrieval of documents registered in the system. Common shared file systems support searching by file name or type. The RDBMS-based system supports retrieval based on document keywords and bibliographic information, and the document management system supports full-text retrieval of documents registered in the system.
[0003]
On the other hand, these systems often have a data storage location and a search mechanism implemented on a single computer. On the other hand, a search engine found in recent Web technology corresponds to a system capable of searching for documents in a plurality of storage locations. A system in which a search mechanism is implemented in a plurality of computers can also be seen in a system called a meta search engine. On the other hand, examples of a system for recording a document change history include a version management function in a document management system and a general file version management system.
[0004]
[Problems to be solved by the invention]
However, in the conventional system as shown above, the movement of documents between multiple computers and the copy relationship are not maintained, so where is the document derived from one document stored? There was a problem that could not be confirmed. In addition, when a document is taken out of the system, there is a problem in that it is impossible to set a tracking destination of the document and to limit the usage method by the destination.
[0005]
The present invention has been made in view of the above, and when a digital document is copied or moved on a network where a plurality of document storage services exist, the location of the electronic document in the network is clarified. In addition, an object of the present invention is to realize management of copying and movement of electronic documents distributed over a wide range such as on the Internet.
[0006]
[Means for Solving the Problems]
  In order to achieve the above object, in the document management system according to claim 1,ElectricChild documentTo execute the process forOne or more client terminals and the electronic documentNeOne or more directory services for managing storage locations on the network, and one or more document storage services for storing the electronic documents.On the networkA connected document management system,SaidElectronic documentCurrentThe URL of the directory service that manages the storage locationIn an electronic documentRecord and electronic document concernedIf the save position is changed by moving theInformation relating to the storage location of is notified to the directory service specified by the URL.
[0007]
According to the present invention, in the system configuration of claim 1, the URL of a directory service that manages the storage location of the electronic document is recorded in the electronic document, and the current storage location of the electronic document is operated when the electronic document is operated. If the electronic document is copied or moved on a network where a plurality of document storage services exist, the storage location of the electronic document in the network is notified. It becomes possible to specify, and it is possible to manage copying and movement of electronic documents distributed over a wide area such as the Internet.
[0008]
  In the document management system according to claim 2,Client terminalIn the case of storing the electronic document, the directory service is notified of the identification information and storage location information of the document to be operated.
[0009]
According to the present invention, in the case of storing an electronic document according to claim 1, by notifying the directory service of identification information and storage location information of the document to be operated, the location information of the document is automatically transmitted to the directory service. Registration becomes possible.
[0010]
In the document management system according to claim 3, the document storage service notifies the directory service of identification information and storage location information of a document to be stored when storing the electronic document. is there.
[0011]
According to the present invention, when the document storage service stores an electronic document, the location information of the document is notified by notifying the directory service of the identification information and storage location information of the document to be stored. Can automatically register with the directory service.
[0012]
In the document management system according to claim 4, when there are a plurality of directory services, a directory service for managing the location of the electronic document can be specified when the electronic document is stored. is there.
[0013]
According to the present invention, when there are a plurality of directory services in the network, it is possible to avoid concentrating all the information in one directory service by selecting the directory service for each document. The
[0014]
In the document management system according to claim 5, when the stored electronic document is derived from an existing electronic document by copying or editing, the directory service specified by the original electronic document is The URL of the directory service that manages the location of the derived electronic document is notified.
[0015]
According to the present invention, in any one of claims 2, 3 and 4, when an electronic document to be stored is derived from an existing electronic document by copying or editing, the directory specified by the original electronic document By notifying the service of the URL of the directory service that manages the location of the electronic document resulting from the derivation, in an environment where the load distribution of a plurality of directory services is realized, the electronic document generated by copying from the original document is copied. Derived relationships can be tracked.
[0016]
  In the document management system according to claim 6,Client terminalIn the reading of the electronic document, information on the current storage position of the read electronic document is notified to the directory service specified in the electronic document.
[0017]
According to the present invention, in the first aspect of the invention, when the electronic document is read out, the information regarding the current storage position of the read electronic document is notified to the directory service specified in the electronic document. It is possible to track when an electronic document is moved by a method outside the management of the system, such as copying to media or uploading / downloading to an external system.
[0018]
Further, in the document management system according to claim 7, the operation authority for the electronic document relating to the position on the network and the operator is recorded on the directory service, and the operation of the electronic document is defined. .
[0019]
According to the present invention, in claim 6, the operation authority for the electronic document relating to the location on the network and the operator is recorded on the directory service, and the operation of the electronic document is defined, so that the outside of the system is reproduced by copying or the like. It is possible to limit the destinations and users of electronic documents taken out.
[0020]
In the document management system according to an eighth aspect of the present invention, an operation authority that is inaccessible to the directory service is recorded when the electronic document is read.
[0021]
According to the present invention, in claim 7, by recording the operation authority inaccessible to the directory service, it becomes possible to limit the range of use when reading a document.
[0022]
In the document management system according to claim 9, the network derived by copying, editing, or the like from the electronic document according to information registered in the directory service by designating the corresponding electronic document The above list of documents and their storage location information can be searched.
[0023]
  According to the present invention, in claim 5, according to the information registered in the directory service, a list of documents on the network derived by copying, editing, etc. from the electronic document and their storage location information can be searched. As a result, the distribution destination, take-out destination, location in circulation, etc. of the electronic document are specified.
  In the document management apparatus according to claim 10, a detection unit that detects movement of an electronic document and a URL indicating a directory server that is a notification destination of a change in storage position information of the electronic document are obtained from the electronic document. An information reading unit for reading; and a notification unit for notifying the directory server specified by the URL of the change of the storage location information when the movement of the electronic document is detected by the detection unit.
  According to the present invention, detection means for detecting movement of an electronic document, information reading means for reading a URL indicating a directory server that is a notification destination of change in storage position information of the electronic document from the electronic document, and the detection means A notification means for notifying the directory server specified by the URL of the change of the storage location information when movement of the electronic document is detected byElectricWhen a child document is copied or moved, the storage position of the electronic document can be specified, and the copying and moving of the electronic document distributed to the range can be managed.
DETAILED DESCRIPTION OF THE INVENTION
  Hereinafter, the document management system according to the present inventionAnd document management deviceA preferred embodiment of the present invention will be described in detail with reference to the accompanying drawings. The present invention is not limited to this embodiment.
[0024]
FIG. 1 is an explanatory diagram showing a configuration of a document management system according to an embodiment of the present invention. The document management system in this embodiment manages a client terminal 101 on which a document operation application 101a that creates, edits, moves, and copies an electronic document operates on a network 100, and a storage position of the electronic document on the network. A so-called local area network in which a directory service 102a, 102b, one or more document storage services 103a, 103b for storing electronic documents, and a router 104 for communication connection between the external Internet and the network 100 are connected. It is a system built with.
[0025]
That is, the system includes a document operation application 101a that operates an electronic document, one or more document storage services 103a and 103b that store the electronic document, and directory services 102a and 102b that manage the storage location of the electronic document. I have.
[0026]
The document operation application 101a is an application program that displays, generates, edits, and outputs an electronic document corresponding to this system. It is assumed that an electronic document compatible with this system can be displayed, generated, edited, and output only by the document operation application 101a. As a method for realizing such an electronic document and application, techniques such as storage of the electronic document in binary format and encryption of the electronic document are used. The document operation application 101a runs on the client terminal 101.
[0027]
The document storage services 103 a and 103 b are databases for storing electronic documents, and a plurality of document storage services 103 a and 103 b can exist on the network 100. A URL (Uniform Resource Locator) is assigned to each of the electronic documents stored in the document storage services 103a and 103b. With this URL, the position on the network 100 of the computer on which the document storage services 103a and 103b operate and the storage position of the electronic document in the document storage services 103a and 103b are specified.
[0028]
One or more directory services 102a and 102b exist on the network 100, and storage location information of electronic documents in the network 100 is registered. The directory services 102 a and 102 b themselves are also given a URL, and the location of the directory services 102 a and 102 b on the network 100 can be determined from any client terminal 101 on the network 100.
[0029]
FIG. 2 is an explanatory diagram showing an example of a list of URL pairs indicating identifiers and storage locations of electronic documents, a list holding information on electronic documents derived by copying from individual electronic documents, and a security list. Specifically, as shown in the figure, the directory service aaa. bbb. ccc. A managed document list (hereinafter referred to as a managed document list) 200 in ddd, a derived document list 204, and a security flag 208 are prepared. A security list based on the security flag 208 is provided as necessary.
[0030]
The management document list 200 includes information of a document identifier 201, a document storage location URL 202, and an OWNER (owner) 203. The derived document list 204 includes a document identifier 205, a derived document identifier 206, and a directory service URL 207. The security flag 208 is an element for restricting the operation of each of the document identifier 209, address Mask (network range) 210, Read (display) 211, Copy (copy) 212, Edit (edit) 213, and Print (print) 214. Expressed as a list of
[0031]
FIG. 3 shows a header portion of the electronic document 215, in which a directory service for managing location information of the electronic document, a URL, and an identifier of the electronic document are recorded together with the document content.
[0032]
Next, using the flowcharts shown in FIGS. 4 and 5, the reading of an electronic document, the saving of a new electronic document, and the copying operation of the electronic document will be described. When reading an electronic document, first, the URL (PosNew) of the document reading source (current storage position) is specified (step S11). Subsequently, the document identifier (DocIDOrg) and the directory service URL (DirOrg) recorded in the document are extracted (step S12). Further, with reference to the extracted directory service (DirOrg), information on the document identifier (DocIDOrg) recorded in the document is searched, and information on the storage location (PosOrg) and owner (OrgOwner) of the document is obtained (step) S13).
[0033]
Subsequently, it is determined whether or not the current storage position (PosNew) and the storage position (PosOrg) of the document match (step S14). If it is determined that they do not match, FALSE (take out document) The security information (OrgSec) of the document identifier (DocIDOrg) recorded in the document is checked, and it is determined whether or not it can be read (step S15).
[0034]
If it is determined in step S15 that it can be read (TRUE), it is further determined whether or not the same document is stored in the storage location (PosOrg) specified in the directory service (DirOrg) (step S16). If it is determined that the same document is stored, a new document identifier (DocIDNew) is generated (step S17), and a directory service (DirNew) for registering the document is selected (step S18).
[0035]
Further, the directory service (DirNew) and the document identifier (DocIDNew) are updated (step S19), and the document is saved (step S20). Subsequently, the document information (PosNew, DocIDNew, OrgOwner) is registered in the selected directory service (DirNew) (step S21). Further, DocIDNew and DirNew are registered as derived documents of DocIDOrg in the original directory service (DirOrg) (step S22), and a file operation process based on the security information Sec1 is performed (step S23).
[0036]
If it is determined in step S15 that reading is not possible, a warning is given to the owner of Owner DocIDOrg, PosNew is further notified (step S24), and the series of processing ends. If it is determined in step S16 that the same document does not exist, the storage position (PosOrg) of DocIDOrg in the directory service DirOrg is replaced with the current storage position (PosNew) (step S25), and the process proceeds to step S23.
[0037]
On the other hand, in the case of saving a new electronic document, the owner OrgOwner is determined (step S26), the process proceeds to step S17 described above, and the subsequent operations are executed. In the case of copying an electronic document, the copy destination PosNew is determined (step S27), the process proceeds to step S12 described above, and the subsequent operations are executed.
[0038]
Further, the above-described operation will be described. When the electronic document is stored in the document storage service 103a or 103b newly created by the document operation application, an identifier for each electronic document is generated by the document operation application 101a or the document storage service 103a or 103b and One directory service is selected. In this case, since the electronic document is newly created, the directory service uses the user's instruction or the default directory service set for each client terminal 101. The electronic document to which the URL of the selected directory service and the document identifier are added is stored in a designated location of the document storage service, and the document identifier and the document storage location are stored in the selected directory service. Are registered.
[0039]
On the other hand, when an electronic document is copied by a document operation application, the storage location information of the new document generated by copying can be registered in a directory service different from the directory service specified in the original document. It is. In this case, at the same time, the URL of the new directory service and the identifier of the new document are registered in the directory service specified in the original document as a derivative document of the original document. This makes it possible to trace document derivation relationships without concentrating information on all electronic documents on the network 100 in one directory service.
[0040]
Next, in the system environment shown in FIG. 6, the electronic document is moved by a method other than the document operation application 101a, such as movement by a portable medium or copying of an operating system (OS) file. The operation when taken out of the local area network will be described.
[0041]
In FIG. 6, the Internet 300 is connected to the router 104, and an electronic document copied to the removable disk 310 is accessed by the client terminal 101 on the local area network via the CD-ROM 302 of the client terminal 301 on the Internet 300. Shows the case.
[0042]
Document display, editing, printing, and the like can be performed only by the document operation application 101a. When an electronic document is read by the document operation application 101a, the document operation application 101a always follows the URL of the directory service recorded in the document. The original directory service is accessed via the Internet 300 or the like.
[0043]
At this time, the document operation application 101a compares the URL of the device that has read the electronic document, that is, the URL of the current storage location of the electronic document with the URL of the original storage location of the document recorded in the directory service. As a result of the comparison, if both are different, it is determined that the document has been taken out. The processing method when the document is taken out can be set in the directory service for each document.
[0044]
When it is determined that the document is taken out, the security information in the directory service is searched for in the broken line in FIG. 2 and the list in FIG. 6 as an example. If it is determined that the read is possible based on the security information, it is determined that the electronic document can be referred to even when the electronic document is taken out. In this case, when the original document exists at the storage position of the document recorded in the directory service, the taken-out document is a copy of the original document, and a new identifier is given to the taken-out new document. Furthermore, a directory service of a new document registration destination is selected by user input or default designation for each terminal.
[0045]
If there is no directory service that can be selected at the take-out destination, the same directory service as the original electronic document is registered as a new document registration destination. The taken-out electronic document is updated with the identifier of the new document and the URL of the selected directory service, and is saved again.
[0046]
Next, the storage location and identifier of the new electronic document are registered in the selected directory service, and at the same time, added to the selected directory service. If there is no original document at the storage position of the document recorded in the directory service, it is determined that the original document has been moved, and the information of the corresponding document in the directory service is updated to a new storage location. On the other hand, in the case of a document prohibited from being taken out, the document operation application 101a prohibits all operations such as display, editing, output, and saving for the document.
[0047]
Processing when the original directory service cannot be accessed from the location where the document was taken out is defined by the system. For example, this rule can be considered to prohibit all operations or to allow only display.
[0048]
By using the directory services 102a and 102b as described above, the retrieval of a derived document of one document is performed by searching for an entry related to the original document in the directory service for the original document, as shown in FIG. The directory service URL 207 for managing the position information of each derived document is extracted from the derived document list 204. In each directory service, the derived document information is retrieved from the directory service that manages the original electronic document by repeating the process of retrieving the derived document from the information related to the derived document. Can be explored. Further, the change of the original electronic document is notified to the owners of all the electronic documents derived from the electronic document. Thereby, when the electronic document is changed, it is possible to promptly notify a document viewer affected by the change.
[0049]
【The invention's effect】
As described above, according to the document management system (claim 1) of the present invention, in the system configuration of claim 1, the URL of the directory service that manages the storage location of the electronic document is recorded in the electronic document. When the electronic document is operated, the information regarding the current storage position of the electronic document is notified to the directory service designated by the URL, so that the electronic document can be copied or moved on a network where a plurality of document storage services exist. Since the storage position of the electronic document in the network can be specified, the storage position of the document, movement, duplication, etc. can be managed. In addition, it is possible to manage the location, copying, and movement of electronic documents distributed over a wide area such as the Internet.
[0050]
According to the document management system (claim 2) of the present invention, in the case of storing an electronic document according to claim 1, by notifying the directory service of identification information and storage location information of a document to be operated. Since the location information of the document can be automatically registered in the directory service, the document location information can be easily managed.
[0051]
According to the document management system (claim 3) of the present invention, when the document storage service stores an electronic document according to claim 1, the identification information and storage location information of the document to be stored are stored in the directory service. Since the location information of the document can be automatically registered in the directory service, the document location information can be easily managed.
[0052]
According to the document management system (claim 4) of the present invention, when there are a plurality of directory services in the network according to claim 2 or 3, one directory is selected by selecting the directory service for each document. Since it is avoided to concentrate all the information on the service, the load of the directory service can be distributed and a large amount of documents can be managed.
[0053]
According to the document management system (claim 5) of the present invention, in any one of claims 2, 3 or 4, the stored electronic document is derived from an existing electronic document by copying or editing. In some cases, in an environment where load distribution of a plurality of directory services is realized by notifying the directory service specified by the original electronic document of the URL of the directory service that manages the location of the derived electronic document, It is possible to accurately track the derivation relationship of the electronic document generated by copying from the original document, the position of the derived document, and the like.
[0054]
According to the document management system (claim 6) of the present invention, in claim 1, when the electronic document is read, information on the current storage position of the read electronic document is specified in the electronic document. By notifying the directory service, it is possible to track electronic documents that have been moved in a way that is not managed by the system, such as copying to public media or uploading / downloading to external systems. You can search for distribution destinations, take-out destinations, locations in circulation, etc.
[0055]
According to the document management system of the present invention (Claim 7), the operation authority for the electronic document related to the position on the network and the operator is recorded on the directory service in Claim 6, and the electronic document By specifying operations, it is possible to limit the destinations and users of electronic documents taken out of the system by copying, etc., so the distribution destinations and destinations of electronic documents, the location where they are being circulated, etc. Can be searched.
[0056]
According to the document management system (claim 8) of the present invention, in claim 7, the operating authority inaccessible to the directory service is recorded, thereby limiting the range of use when reading the document. Therefore, it is possible to search for the distribution destination and take-out destination of electronic documents, the location where the document is circulated, and the like.
[0057]
  According to the document management system (claim 9) of the present invention, the document on the network derived from the electronic document by copying, editing, or the like according to the information registered in the directory service according to claim 5 is provided. By making the list and their storage location information searchable, the distribution destination, take-out destination, and location of circulation of electronic documents are specified, so the distribution destination and take-out location of electronic documents, location location during circulation, etc. Can be searched.
  According to the document management apparatus (claim 10) of the present invention, the detection unit that detects the movement of the electronic document and the URL indicating the directory server that is the notification destination of the change of the storage position information of the electronic document are described above. An information reading unit that reads from the electronic document; and a notification unit that notifies the directory server specified by the URL of the change in the storage location information when the detection unit detects movement of the electronic document,ElectricWhen a child document is copied or moved, the storage position of the electronic document can be specified, and copying and movement of the electronic document distributed to the range can be managed.
[Brief description of the drawings]
FIG. 1 is an explanatory diagram showing a configuration of a document management system according to an embodiment of the present invention;
FIG. 2 is an explanatory diagram showing an example of a list of URL pairs indicating identifiers and storage locations of electronic documents, a list holding information on electronic documents derived by copying from individual electronic documents, and a security list;
FIG. 3 is an explanatory diagram showing additional information of a header portion of an electronic document.
FIG. 4 is a flowchart showing an operation example (No. 1) according to the embodiment of the present invention;
FIG. 5 is a flowchart showing an operation example (No. 2) according to the embodiment of the present invention;
FIG. 6 is an explanatory diagram showing a flow of processing when an electronic document is taken out of a local area network.
FIG. 7 is a chart showing an example of a security list.
[Explanation of symbols]
100 network
101 Client terminal
101a Document operation application
102a, 102b Directory service
103a, 103b Document storage service
200 Managed document list
201, 205, 209 Document identifier
202 Document storage location URL
203 OWNER
204 Derived document list
206 Derived document identifier
207 Directory service URL
215 Electronic document

Claims (10)

Conductive and one or more client terminals to execute a process for the child document, and one or more directory services to manage the storage location on the network of the electronic document, one or more of storing the electronic document A document management system in which a document storage service is connected to a network ,
When the URL of the directory service that manages the current storage location of the electronic document is recorded in the electronic document , and the storage location is changed by moving the electronic document , information on the storage location of the change destination is the URL. A document management system which is notified to a specified directory service. 2. The document management system according to claim 1, wherein, when the electronic document is stored, the client terminal notifies the directory service of identification information and storage location information of a document to be operated.   2. The document management system according to claim 1, wherein when the electronic document is stored, the document storage service notifies the directory service of identification information and storage location information of a document to be stored.   4. The document management system according to claim 2, wherein when there are a plurality of directory services, a directory service for managing the location of the electronic document can be specified when the electronic document is stored.   If the stored electronic document is derived from an existing electronic document by copying or editing, the URL of the directory service that manages the location of the electronic document resulting from the derivation in the directory service specified by the original electronic document The document management system according to claim 2, wherein the document management system is notified. The said client terminal notifies the information regarding the present preservation | save position of the read electronic document to the directory service designated in the said electronic document at the time of reading of the said electronic document. Document management system.   7. The document management system according to claim 6, wherein an operation authority for the electronic document relating to a position on the network and an operator is recorded on the directory service, and the operation of the electronic document is defined.   8. The document management system according to claim 7, wherein when the electronic document is read, an operation authority inaccessible to the directory service is recorded.   By specifying the corresponding electronic document, it is possible to search a list of documents on the network and their storage location information derived from the electronic document by copying, editing, etc. according to the information registered in the directory service The document management system according to claim 5, wherein: Detecting means for detecting movement of the electronic document;
  Information reading means for reading from the electronic document a URL indicating a directory server that is a notification destination of the change in the storage location information of the electronic document;
  A notification means for notifying a change of the storage location information to the directory server specified by the URL when movement of the electronic document is detected by the detection means;
  A document management apparatus comprising:

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