Co-Editing Complex Documents from Alfresco Share

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

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  • 1. CoEditing Complex Documents atop Alfresco: Integrating EdYT with Share Jeff Potts [email_address] Rocky Kahn [email_address]

2. EdYT: Browser-Based CoEditor

  • Like Google Documents (real-time browser-based co-editor) plus:
  • Validating, Autocompleting, Crosslinking
  • Compound document support
  • Run on premises

3. Making Systems of Record Engaging

  • Ad hoc emails, spreadsheets, MSWord docs live in unstructured space ("S-drive") between Systems of Record and Systems of Engagement.
  • Currently, only theexistenceof these documents can drive workflow but nothing inside the documents is structured, limiting automation & discoverability.
  • EdYT intuitively provides structure within otherwise free-form documents.

4. Example 1: TeamPatent

  • TeamPatent is an example of EdYT applied to Patent Preparation and Examination:
  • Customer: US Patent & Trademark Office
  • Historical IT budget: $125m
  • Project Scope: Replace entire IT system
  • Significance: Profound

5. USPTO Characteristics

  • 6250 patent examiners
  • Valuable work product
  • Labor-intensive examination process and enormous backlog yet consistent inability to catch up
  • Commodity approaches rejected by stakeholders resulting in repeated IT development failures

6. Patent system overhaul drivers

  • Recognition at very top of our admin that innovation is incredibly important to our country and to the world; that innovation is the only sustainable source of competitive advantage; that the US is an innovation-driven economy; and that innovation creates jobs. And therefore the USPTO, which is an agency which protects innovation--in fact it's THE agency that protects innovation--is a jobs agency.The secretary of commercehas given me a mandate to blow up anything I need to in order to fix the USPTO and the US patent system.

7. Complex Structure

  • There are several types of relations woven through a patent application:
  • 350 numbered references (e.g. "axis 20")
  • 150 callouts in 12 drawings
  • 130 unnumbered terms (e.g. "rotation axis")
  • 30 figure references (e.g. "FIG. 1")
  • 29 claim references (e.g. "claim 1")
  • TOTAL: ~700 references

8. Example 2: Junit

  • Cloud-basedjournalism serviceallowing journalists, photographers, and editors to co-edit articles and manage workflow.

9. Example 3: Electronic Medical Records

  • Medications(e.g. Adderall 15mg TID-aiD, Adderall XR 20mg qD)
  • Diagnoses(e.g. Major depressive disorder, currently in major depressive episode panic disorder with agoraphobia, attention deficit hyperactivity disorder 29633)
  • Symptoms(e.g. anxiety 7/10)

10. High-Level Architecture Document Collaborators cmislib Checkout/checkin EdYT 11. Create TeamPatent Doc

  • Extend content manager client-side JS
  • Extend toolbar webscript
    • Set icon, form ID

12. Create TeamPatent Doc Form

  • Share form config
    • Includes hidden field to force a marker aspect
  • Custom form filter
    • Sets mimetype
    • Defaults content to empty XHTML
    • Automatically check out document

13. Edit/Join in TeamPatent

  • Extend document list
  • Extend document details
  • In both cases, extension:
    • Adds custom UI action to the action config list
    • Specifies fake permission, teampatent-edit
    • Adds a TeamPatentComponent client-side JS instance
  • Client-side JavaScript:
    • Invokes a repo-tier web script to get a fresh ticket
    • Builds a form on the fly and POSTs it to TeamPatent service

14. Locked Banner

  • Extend the path component
  • Client-side JavaScript decides what message to display

15. EdYT Browser-based Editor 16. Resources

    • http://incubator.apache.org/chemistry/
    • OpenCMIS
    • cmislib
    • PHP CMIS Client

17. EdYT Roadmap

  • 508-Compliance
  • Additional browser/mobile support
  • Enhance reviewing capabilities
  • Enhanced co-editing features
  • Enhanced cross-references
  • Modularization

18. Calls to Action

  • WorkforEdYT
  • WorkwithEdYT
  • Build EdYT into Alfresco

19. THANK YOU!

  • Tweet me with questions/feedback @jeffpotts01

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