`
`1111111111111111111111111111111111111111111111111111111111111
`US008528817B2
`
`c12) United States Patent
`Snyder et al.
`
`(10) Patent No.:
`(45) Date of Patent:
`
`US 8,528,817 B2
`*Sep.10,2013
`
`filed on May 18,2004, now Pat. No. 7,267,279, which
`is a continuation of application No. 10/158,718, filed
`on May 30, 2002, now Pat. No. 6,764,009, application
`No. 13/603,261, which is a continuation of application
`No. 11/550,297, filed on Oct. 17, 2006, now Pat. No.
`is a continuation-in-part of
`7,942,328, which
`application No. 11/532,557, filed on Sep. 18, 2006,
`now Pat. No. 7,337,948, which is a continuation of
`application No. 11/325,713, filed on Jan. 5, 2006, now
`Pat. No. 7,118,040, which is a continuation of
`application No. 09/753,863, filed on Jan. 3, 2001, now
`Pat. No. 7,070,103, application No. 13/603,261, which
`is a continuation of application No. 11/550,297, filed
`on Oct. 17, 2006, now Pat. No. 7,942,328, which is a
`continuation-in-part of application No. 11/325,713,
`filed on Jan. 5, 2006, now Pat. No. 7,118,040, which is
`a continuation of application No. 09/753,863, filed on
`Jan. 3, 2001, now Pat. No. 7,070,103, application No.
`13/603,261, which is a continuation of application No.
`11/550,297, filed on Oct. 17, 2006, now Pat. No.
`7,942,328, which
`is a continuation-in-part of
`application No. 11/131,853, filed on May 18, 2005,
`now Pat. No. 7,150,400.
`
`(60) Provisional application No. 60/294,375, filed on May
`30, 2001, provisional application No. 60/174,220,
`filed on Jan. 3, 2000, provisional application No.
`60/213,843, filed on Jun. 23, 2000, provisional
`application No. 60/232,825, filed on Sep. 15, 2000,
`provisional application No. 60/572,140, filed on May
`18, 2004, provisional application No. 60/727,605,
`filed on Oct. 18, 2005, provisional application No.
`60/813,899, filed on Jun. 15, 2006, provisional
`application No. 60/834,523, filed on Aug. 1, 2006.
`
`(51)
`
`(2006.01)
`
`Int. Cl.
`G06K7110
`(52) U.S. Cl.
`USPC ...................................... 235/462.01; 235/454
`(58) Field of Classification Search
`USPC 235/375, 379-382, 454, 455, 462.01-462.45,
`235/472.01-472.03
`See application file for complete search history.
`
`(54) METHODS AND SYSTEMS FOR DATA
`INTERCHANGE
`
`(75)
`
`Inventors: David M. Snyder, Cedar Rapids, IA
`(US); Bruce D. Melick, Cedar Rapids,
`IA (US); Leslie D. Baych, Cedar Rapids,
`IA (US); Paul R. Staman, Amana, IA
`(US); Nicholas J. Peters, Williamsburg,
`IA (US); Gregory P. Probst, Iowa City,
`IA (US)
`
`(73) Assignee: Roetesis Wireless LLC, Dover, DE (US)
`
`( *) Notice:
`
`Subject to any disclaimer, the term of this
`patent is extended or adjusted under 35
`U.S.C. 154(b) by 0 days.
`
`This patent is subject to a terminal dis(cid:173)
`claimer.
`
`(21) Appl. No.: 13/603,261
`
`(22) Filed:
`
`Sep.4,2012
`
`(65)
`
`Prior Publication Data
`
`US 2013/0001297 Al
`
`Jan. 3, 2013
`
`(63)
`
`Related U.S. Application Data
`
`Continuation of application No. 13/023,767, filed on
`Feb. 9, 2011, now Pat. No. 8,282,001, which is a
`continuation of application No. 11/550,297, filed on
`Oct. 17, 2006, now Pat. No. 7,942,328, which is a
`continuation-in-part of application No. 11/015,635,
`filed on Dec. 17,2004, now Pat. No. 7,350,708, which
`is
`a
`continuation-in-part of application No.
`09/753,863, filed on Jan. 3, 2001, now Pat. No.
`7,070,103, and a continuation-in-part of application
`No. 10/847,994, filed on May 18, 2004, now Pat. No.
`7,267,279, which is a continuation of application No.
`10/158,718, filed on May 30, 2002, now Pat. No.
`6,764,009, application No. 13/603,261, which is a
`continuation of application No. 11/550,297, filed on
`Oct. 17, 2006, now Pat. No. 7,942,328, which is a
`continuation-in-part of application No. 10/847,994,
`
`ll~ll~lllllllllllllll
`
`10 BARCO\:£ 1012
`
`11111111111111111111111
`
`Page 1
`
`RMI EXHIBIT 2037
`CBM2014-00116
`
`
`
`(56)
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`* cited by examiner
`
`Primary Examiner- Thien M Le
`Assistant Examiner- April Taylor
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`
`ABSTRACT
`(57)
`A method for data interchange includes summing up data
`associated with an electronic document to provide summed
`up data, representing the summed up data as one or more bar
`codes, and returning the one or more bar codes for display and
`
`Page 3
`
`
`
`US 8,528,817 B2
`Page 4
`
`data capture via a bar code scan from either a video display or
`a printed version of the one or more bar codes. The electronic
`document may be of any number of formats. The summing up
`may include taking data from multiple information fields to
`create the summed up data. The data may include data tags or
`
`a step of adding data tags to the data to assist in data inter(cid:173)
`change may be performed.
`
`20 Claims, 10 Drawing Sheets
`
`Page 4
`
`
`
`U.S. Patent
`
`Sep.10,2013
`
`Sheet 1 of 10
`
`US 8,528,817 B2
`
`NO
`
`LOCM. HARD DRIVE
`
`\~\
`
`OPEN ELECTRONIC DOCUMENT ...-...-----,
`"A" WITH BAR CODES
`
`OPEN ELECTRONIC DOCUMENT
`"B" TO RECEIVE BAR CODED DATA
`
`SlYLE SHEET FILE
`L(W)ED INTO PARSER
`
`SCAN TAGGED BAR CODES
`IN DOCUMENT "A"
`
`\2.'j
`
`\2.\l
`
`PARSER IDENTIFIES DATA BY TAG,
`MATCHES TO APPROPRIATE FIELD IN
`DOCUMENT •s• STRIPS TAG, INPUTS DATA
`
`\?.1
`
`YES
`
`Aj.l
`
`Page 5
`
`
`
`U.S. Patent
`US. Patent
`
`Sep. 10, 2013
`Sep.10,2013
`
`Sheet 2 of 10
`Sheet 2 of 10
`
`US 8,528,817 B2
`US 8,528,817 B2
`
`IIIIIIIIIIIIIIIIIIIIIII
`-=
`iiii -
`
`F0345 AGE
`
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`U.S. Patent
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`Sheet 7 of 10
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`US 8,528,817 B2
`
`1
`METHODS AND SYSTEMS FOR DATA
`INTERCHANGE
`
`CROSS-REFERENCE TO RELATED
`APPLICATIONS
`
`2
`entered into a computer, usually by a keyboard or through an
`Auto ID system using bar codes, radio frequency identifica(cid:173)
`tion (RFID), magnetic stripe; optical character recognition
`(OCR), etc.
`EDI reduces lead times and inventory levels, improves
`bidirectional information accuracy, reduces management
`costs and improves the quality of products and services.
`Electronic Data Interchange (EDI) between different soft(cid:173)
`ware applications running on disparate computer operating
`10 systems is not easy to accomplish. Currently, EDI has a rela(cid:173)
`tively low adoption level, and is limited mainly to large com(cid:173)
`panies. Standards for EDI are still under discussion and are
`expected to evolve slowly. As a result, users must have appli(cid:173)
`cations that can extract data from internal systems, format this
`15 data into EDI transaction sets, and partners must be capable of
`using these formats. Accomplishing this generally requires
`negotiation to determine the level of interaction between the
`parties exchanging information, security, and issues like tim-
`ing of communications.
`Currently, custom EDI applications use sophisticated com-
`puter software such as IBM DB2, Oracle, Microsoft SQL
`Server, or other programs, commonly referred to as middle(cid:173)
`ware, in computer to computer data interchange applications.
`This middleware is expensive and requires a trained computer
`25 programmer to establish and maintain the data transfer links.
`Furthermore, middleware is not flexible. As business trading
`partners and suppliers change, and/or the format of data stor(cid:173)
`age is modified in a host computer, the service of a trained
`computer progrmer is required to maintain the data inter-
`30 change capabilities. It is therefore desirable to minimize the
`amount of middleware software required.
`Major retailers such as Sears, Wal-Mart, and Dayton Hud(cid:173)
`son have all but excluded small suppliers due to their EDI
`requirements. Small companies that do not possess the infra-
`35 structure and/or volume to justify EDI investments have
`essentially been excluded by major companies as trading
`partners. This has raised an interesting dilemma for business:
`whether to allow system constraints to drive business prac-
`tices or to allow business practices to drive systems.
`Bar codes were first introduced in the United States in the
`late 1960s. Bar code technology allows almost any data to be
`collected rapidly and with almost perfect accuracy. Bar code
`technology provides a simple and easy method of data col(cid:173)
`lection by encoding text information that is easily read by
`45 many different stationary, and/or inexpensive hand held elec(cid:173)
`tronic devices. Bar codes have become the standard method
`of identification, processing, and management used univer(cid:173)
`sally throughout the manufacturing, retail, and distribution
`industries. While the utilization of this technology has been
`limited to printed media, similar needs exist for capturing,
`storing, and interchanging data using a digital medium.
`The age of the Internet, along with an increasing depen(cid:173)
`dence on external business partners for sales and marketing,
`distribution and processing have given rise to complex issues
`55 surrounding information storage, retrieval, and exchange.
`These issues are compounded by the lack of an efficient,
`universal means by which to exchange data across disparate
`platforms and operating systems used in business today.
`While there are obvious reasons to maintain a closed net-
`60 work/system (virtual private network) for operational and
`proprietary purposes, these same systems limit flexibility in
`the universal exchange of data. Further complicating this
`issue is the integration of new suppliers, customers, service
`providers and distributors into these networks, where the
`65 convergence of data is critical.
`Legacy systems have historically posed challenges for
`organizations, being both expensive and inefficient for data
`
`This application is a continuation of U.S. patent applica(cid:173)
`tion Ser. No. 13/023,767 filed Feb. 9, 2011, which is a con(cid:173)
`tinuation ofU.S. patent application Ser. No. 11/550,297 filed
`on Oct. 17, 2006 (now U.S. Pat. No. 7,942,328), which is a
`continuation-in-part of U.S. patent application Ser. No.
`11/015,635 filed on Dec. 17, 2004 (now U.S. Pat. No. 7,350,
`708), which is a continuation-in-part of U.S. patent applica(cid:173)
`tion Ser. No. 09/753,863 filed on Jan. 3, 2001 (now U.S. Pat.
`No. 7,070,103) and is a continuation-in-part of U.S. patent
`application Ser. No. 10/847,994 filed on May 18, 2004 (now
`U.S. Pat. No. 7,267,279), which is a continuation of U.S.
`patent application Ser. No. 10/158,718 filed on May 30,2002
`(now U.S. Pat. No. 6,764,009).
`This application is a continuation-in-part of application 20
`Ser. No. 10/874,794 filed on May 18, 2004 which is a con(cid:173)
`tinuation of application Ser. No. 10/158,718 filed May 30,
`2002 (now U.S. Pat. No. 6,764,009), which is a non-provi(cid:173)
`sional of provisional application No. 60/294,375 filed May
`30,2001.
`This application is a continuation-in-part of application
`Ser. No. 11/532,557 filed on Sep. 18, 2006 which is a con(cid:173)
`tinuation of application Ser. No. 11/325,713 filed Jan. 5, 2006
`(now issued U.S. Pat. No. 7,118,040), which is a CIP of
`application Ser. No. 09/753,863 filed Jan. 3, 2001 which
`claims benefit of 60/232,825 filed on Sep. 15, 2000 and
`claims benefit of 60/213,843 filed on Jun. 23, 2000 and claims
`benefit of 60/174,220 filed on Jun. 3, 2000.
`This application is a continuation-in-part of application
`Ser. No. 11/325,713 filed May 5, 2006 which is a continuation
`of application Ser. No. 09/753,863 filed on Jan. 3, 2001 (now
`U.S. Pat. No. 7,070,103) which claims benefit of 60/232,825
`filed Sep. 15, 2000 and claims benefit of 60/213,843 filed on
`Jun. 23, 2000 and claims benefit of 60/174,220 filed on Jan. 3,
`2000.
`This application is a continuation-in-part of application
`Ser. No. 11/131,853 filed on May 18,2005 and claims benefit
`to application No. 60/572,140 filed on May 18, 2004.
`This application is a non-provisional of 60/727,605 filed
`Oct. 18, 2005.
`This application is a non-provisional of 60/813,899 filed
`Jun. 15, 2006.
`This application is a non-provisional of 60/834,523 filed
`Aug. 1, 2006.
`All applications listed above are hereby incorporated by 50
`reference in their entireties.
`
`40
`
`BACKGROUND OF THE INVENTION
`
`1. Field of the Invention
`The present invention relates generally to data interchange
`technology, and more particularly, though not exclusively, to
`a method and apparatus for inputting tagged or un-tagged
`data into electronic documents ( e-forms), summing up data in
`the electronic document, or in a linked and separate document
`or file as one or more 1D and/or 2D bar codes ready for use in
`data interchange.
`2. Problems in the Art
`Electronic data interchange (EDI) is the application-to(cid:173)
`application electronic exchange of business data found in
`invoices, purchase orders and dozens of other business trans(cid:173)
`actions. Data destined for EDI transmission is initially
`
`Page 15
`
`
`
`US 8,528,817 B2
`
`3
`migration. Drafting complex software solutions for conver(cid:173)
`sions has been and will continue to be an ongoing obstacle. In
`the convergence process, hardware incompatibilities may
`also create unique considerations.
`One of the largest challenges companies face today is
`addressing their technology needs to enable business-to-busi(cid:173)
`ness (B2B) and business-to-consumer (B2C) initiatives. Tra(cid:173)
`ditional electronic data interchange (EDI) methods have been
`largely unaffordable and have left most companies on the
`sidelines due to the costs associated with such systems. Yet,
`according to a recent Jupiter Research Report, 70% of com(cid:173)
`panies rank "moving online" as their top priority going for(cid:173)
`ward. System Integrators (SI' s) have been aggressively devel(cid:173)
`oping commercial applications to address these needs,
`however research analysts agree that most of these efforts are
`too expensive and lack the flexibility necessary to enable
`broad based alternatives to Web ED I.
`The underlying problem will continue to be how to deal
`with hundreds of different data standards, platforms, and
`operating systems. Some of the most basic aspects of
`enabling electronic commerce are data capture, integration,
`and personalization capabilities. These considerations, along
`with the ongoing needs associated with access to data, any(cid:173)
`where, and at anytime, have resulted in a proliferation of new
`techniques and devices to satisfy these needs. While consid(cid:173)
`erable advancements have been made in this regard, barriers
`continue to exist that limit the universal access and exchange
`of information.
`B2B and B2C electronic commerce is predicated on
`sophisticated middle-ware, third-party administrators and in
`some cases the physical re-entry of information. Sophisti(cid:173)
`cated computer software such as IBM DB2, Oracle,
`Microsoft SQL Server, referred to as middle-ware, is required
`for computer-to-computer data interchange applications.
`These techniques are both expensive, lack flexibility and sub(cid:173)
`ject to considerable human error.
`Another form of EDI is Optical Character Recognition
`(OCR). This technology has been employed to speed the
`collection of human readable data, in the form of handwrit(cid:173)
`ing, from scanned paper forms. Even though OCR speeds the
`data collection process, it is still an expensive method due to
`the error-checking required to insure that correct data has
`been captured and input. Also, OCR is limited in its ability to
`be a widely adopted EDI technology.
`Optical character recognition (OCR) was one of the earli(cid:173)
`est Auto ID technologies used in retail applications in the
`mid-1980's. Today, OCR is currently part of resurgence
`because of improved reading equipment that is much more
`accurate, and recognizes a wider range of type styles than
`earlier equipment.
`OCR is typically used to read selected areas of text (as
`opposed to text recognition software that process full pages of
`text). OCR is both human- and machine-readable and suited
`for use with account numbers or short data strings.
`OCR readers scan the data in much the same way bar code
`scanners do: either by moving the document past the scanner
`or moving the scanner over the document. The scan produces
`a "picture" of the text that is then analyzed for characteristic
`features. Features are then matched to specific letters or num(cid:173)
`bers for output.
`It should be noted that OCR readers do not work the same
`way as vision systems do. The equipment for text string
`scanning is much simpler and less expensive that vision sys-
`terns or text scanners.
`Another OCR technology is magnetic ink character recog- 65
`nition (MICR). MICR like OCR has a narrow range of use(cid:173)
`fulness as an EDI system that can be widely adopted.
`
`4
`Another OCR technology is intelligent character recogni(cid:173)
`tion (ICR). ICRis the intelligent recognition of non-OCR font
`characters, and hand-printed characters. IC