(19) United States
`(12) Patent Application Publication (10) Pub. N0.: US 2002/0076025 A1
`(43) Pub. Date:
`Jun. 20, 2002
`Liversidge et al.
`
`US 20020076025A1
`
`(54) METHOD AND SYSTEM FOR AUTOMATIC
`HANDLING OF INVITATIONS TO JOIN
`COMMUNICATIONS SESSIONS IN A
`VIRTUAL TEAM ENVIRONMENT
`
`(75) Inventors: Douglas E. Liversidge, Kanata (CA);
`Brian F. Beaton, Ottawa (CA);
`Cli?'ord P. Grossner, Nepean (CA);
`Roman Romaniuk, Ottawa (CA);
`Colin D.R. Smith, Ottawa (CA);
`Christopher Thompson, Manotick
`(CA); James F. Zdralek, Ottawa (CA);
`Jean J. Bouchard, Sillery (CA);
`Stephane F. Fortier, Breakeyville
`(CA); Denis Mercier, Boischatel (CA);
`L. Lloyd Williams, Kanata (CA)
`
`Correspondence Address:
`OGILVY RENAULT
`1981 MCGILL COLLEGE AVENUE
`SUITE 1600
`MONTREAL, QC H3A2Y3 (CA)
`
`(73) Assignee: Nortel Networks Limited and Bell
`Canada
`
`(21) Appl. No.:
`
`09/737,958
`
`(22) Filed:
`
`Dec. 18, 2000
`
`Publication Classi?cation
`
`(51) Int. Cl? .......................... .. H04M 3/42; G06F 15/16
`
`(52) U.S. c1. .................................... .. 379/202.01; 709/204
`
`(57)
`
`ABSTRACT
`
`A collaboration services suite is adapted to support a plu
`rality of integrated telecommunications services accessed by
`geographically dispersed team members using a virtual team
`environment (VTE) client that generates a graphical user
`interface (GUI) for each of the respective team members.
`Communications sessions are automatically set up by the
`collaboration services suite in response to request messages
`generated by the VTE client when a team member initiates
`a communications session request using the GUI. Team
`members require no knowledge of another team member’s
`communications device address in order to initiate a com
`munications session. The collaboration services suite
`includes a VTE server that communicates with the VTE
`clients, a presence engine that collects and maintains a status
`of communications devices speci?ed in a current pro?le of
`the team member; and, a call server for handling setup and
`control of a voice component of each communications
`session completed.
`
`5a
`106‘
`
`y'rg QLIENIjA]
`Personal ID: Hank
`Pro?le
`: in the Olfioe
`
`4a
`
`'_‘ Status = Idle
`
`511a
`
`TEAM VIEW
`38
`
`34
`
`36 —
`
`f1 4a
`
`2“ m ?g “when
`32
`35
`298
`20a»
`Mary Ann
`32f
`22a
`
`30
`
`4C
`
`80
`100
`
`11mm
`Personal lD: Rachel
`Pro?le
`: On the Road
`6/26
`Status = Turned "0"‘
`2B
`dl
`= |
`126 tum) Status
`e
`
`Status = In Use
`
`TEAM VIEW
`W36¢aa Jim
`
`I14‘:
`
`922a 32%“
`
`51.1 Ba
`16a!
`W‘)
`30
`
`.
`
`2
`
`COLLABORATION
`- SERVICES SUITE
`-
`
`6
`
`3b
`10b
`
`MHLLELTGJ.
`Personal ID: Mary Ann
`Profile
`1 at Home
`20
`ufstatus = idle
`12c
`{2' Status = In Use
`22
`TEAM VIEW
`8
`34
`w 3
`26a
`‘is
`3
`23a
`32
`IR
`32
`19a
`16a/
`CW‘J
`30
`
`36
`
`4b
`
`(14b
`1
`
`-
`Jim
`
`Rachel
`
`Hank
`
`8d
`
`4d
`
`10d
`
`VTE CL 5mm)
`Personal ‘D : Jim
`Profile
`: Unavailable
`12d E status = none
`57X“ sums : “one
`
`14d
`
`TEAM ‘HEW
`26a
`24a
`5% @ Rachel
`20a
`32
`3E5 m
`\i w Mary Ann
`22a 32
`16a) @325“ 8a
`
`LIN‘)
`30
`
`GOOGLE EXHIBIT 1004
`
`Page 1 of 72
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`

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`Patent Application Publication
`
`Jun. 20, 2002 Sheet 1 0f 39
`
`US 2002/0076025 A1
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`Patent Application Publication
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`Jun. 20, 2002 Sheet 2 0f 39
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`US 2002/0076025 A1
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`Patent Application Publication Jun. 20, 2002 Sheet 3 0f 39
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`US 2002/0076025 A1
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`Patent Application Publication
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`Jun. 20, 2002 Sheet 4 0f 39
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`US 2002/0076025 A1
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`Patent Application Publication Jun. 20, 2002 Sheet 5 0f 39
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`US 2002/0076025 A1
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`Page 6 of 72
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`Patent Application Publication
`
`Jun. 20, 2002 Sheet 6 0f 39
`
`US 2002/0076025 A1
`
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`

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`Patent Application Publication Jun. 20, 2002 Sheet 7 0f 39
`
`US 2002/0076025 A1
`
`FIG. 7
`
`Collaborative
`Services Suite
`
`VTE Svr
`
`L40
`
`Presence
`Server
`
`team member data
`invitations
`Instant messages
`team bulletins
`meeting notes
`connection 8: login status
`
`personal profile changes
`presence status
`invitations
`invitation responses
`instant messages
`team bulletins
`meeting notes
`
`VTE Client
`Application
`44
`
`Page 8 of 72
`
`

`

`Patent Application Publication Jun. 20, 2002 Sheet 8 0f 39
`
`US 2002/0076025 A1
`
`FIG. 8
`V446‘
`VTE'
`CIient
`(A)
`
`44b
`VTE —f
`Client
`(B)
`
`loginHequesl (Personal ID, password)
`L124
`
`40
`X’ VTE
`SERVER
`
`6
`
`42
`\'
`PS
`
`126V) validateUser (Personal ID, password)
`
`getPro?le (Personal i0]
`
`Profile (Personal ID]
`
`12
`8
`
`IoginHequest_Ok (User Preferences, current profile)
`
`L130
`
`Subscriptionjequest [ClientA)
`
`L132 Subscription_Request_Ok (ClienrA)
`
`StatusEvent (Clienl?oginj)
`L134
`
`7
`StatusEvent (ClientA (|ogin))
`
`‘ L
`136 ‘
`
`L138
`
`statusEvenl(ClientA (Iogin))
`
`StarusEvent (ClienlA (login))
`
`(-443
`VTE
`Client
`(A)
`
`VTE if‘mb
`Client
`(B)
`|
`logoutRequesi
`
`[-140
`
`401- VTE
`SERVER
`
`Unsubscribe (ClientA)
`
`42
`“
`PS
`
`A
`V
`
`142 {
`144 {
`
`Unsubscribe (ClientA, OK)
`
`StatusEvenl (CHenrAUogouU)
`
`_
`
`StatusEvent (C|ientA(logout))
`
`StatusEvent (ClientA(logout))
`
`StatusEvent (ClientA?ogouU)
`
`146
`
`Page 9 of 72
`
`

`

`Patent Application Publication Jun. 20, 2002 Sheet 9 0f 39
`
`US 2002/0076025 A1
`
`122 f
`
`/150
`
`/-14
`
`/154
`
`Virtual Team Space
`
`Menu Bar
`
`Current Preference
`
`Team View
`
`Team Bulletins
`
`Active Communications
`
`Team Documents
`
`Page 10 of 72
`
`

`

`Patent Application Publication Jun. 20, 2002 Sheet 10 0f 39 US 2002/0076025 A1
`
`Layer 1
`
`Layer 2
`
`Layer 3
`Multi-meclia
`
`Menu Bar
`
`|_—-__> New Session
`
`Voice
`
`V
`
`Contact
`
`1 62 |______’
`
`Text
`
`1 56
`
`Active Sesslon
`
`‘32:26:22’:
`
`Action
`°§§Q1T§§ia
`I
`
`0:22:23“
`
`168
`
`1 66
`
`170
`
`1 72
`
`164
`
`Join Active _@
`
`Session
`
`'
`
`V Schedule Event
`
`V
`
`Notify
`
`sh" "m"
`
`5
`
`1 76
`
`f178
`
`1 8
`‘- 5
`
`V180
`
`V
`
`Profiles
`
`Select Profile
`
`V182
`V Edit pro?les
`
`.
`
`.
`
`V
`
`Office
`
`Home
`
`Mobile
`
`V
`
`Unavailable
`
`V Synchronize
`
`1-206
`
`Open Scheduler
`Window
`
`>
`
`V
`
`Open
`Notification
`Window
`
`Open Member
`Into. Window
`
`Update Personal
`Protlle Selection
`
`]
`
`V pen Profile Edit
`
`4? object
`ynchron ze
`Profile across
`ulti le Team
`
`V160
`
`(208
`
`V
`
`Team
`
`V Membership
`
`214
`Leave team f
`
`V210
`
`V Management
`
`' create Team
`
`"""te '° Team
`
`Open Create
`Team Window
`
`Open Team
`invite Window
`
`Remove from f 220
`Team
`
`DisbandTeam r222
`
`I
`Multiple Teams
`
`Show Team 1 J- 284
`Show Team 2
`-
`
`Update Team
`vlew Display
`
`Page 11 of 72
`
`

`

`Patent Application Publication
`
`Jun. 20, 2002 Sheet 11 0f 39
`
`US 2002/0076025 A1
`
`FIG. 12
`f44a
`
`VTE -
`Client
`(A)
`
`4-0 1
`'
`
`VTE
`SERVER
`
`6
`
`42
`
`PS
`
`(L crealeProlile (Personal 10, Pro?lelD,
`communicationDevice
`communicalionDevice Address)
`
`submit (Personal lD, ProfilelD,
`comm. Preferences)
`
`3
`184
`
`saveProlile (Personal ID,
`Pro?le lD, Pro?le)
`
`'
`
`186
`
`4
`
`Pro?le saved
`
`noll?calion_new_profile (Personal ID, Device/Address(lnfo)
`L188
`19°
`validaleDeviceAddress(Profile)
`
`>
`
`‘
`
`nolillcalion_vali_dali0n (ClientA,Pro?le,OK)
`
`‘
`
`.
`.
`.
`not|l|cal|0n(PROF|LE_CREATED)
`
`L194
`
`L192
`
`44a
`V
`VTE
`Client
`(A)
`
`44b
`VTE J’
`Client
`(B)
`l
`seleclProiile ProfilelD)
`
`L196
`
`4O'\_ VTE
`SERVER
`
`6
`
`42w
`+
`p5
`
`‘
`
`gelProlile (ProlilelD)
`198-) Profile (ProlilelD)
`
`stalusEvent (Client A, profileChange,newProlile)
`
`ll
`
`changePro?le (ClientA,
`L202
`
`~ 200
`Pro?lelD)
`
`stalusEvenl (Client A,
`proliIeChange,newProlile]
`
`204
`
`Page 12 of 72
`
`

`

`Patent Application Publication Jun. 20, 2002 Sheet 12 0f 39 US 2002/0076025 A1
`
`M v44),
`VTE _f 44a
`VTE
`VTE _f 44°
`Client
`Client
`Client
`(A)
`(B)
`(C)
`
`VTE If 40
`SERVER
`
`42\)_
`PS
`
`Create Team (Team ID=Team Name)
`Select Members (ClIentB, ClientC)
`l
`l
`CreateTeam (Team ID, Client A,Cl_ient B,ClientC)
`T228
`
`H
`
`CreateTeam (Team ID)
`zsoxpigddMember (Team ID, ClientA)
`J
`232? ?atusEvent (Team ID, ClienIA added)
`StatusEvent (Team ID, Team Created)
`L234
`j
`StatusEvent (Team ID, ClientA, Status)
`I
`StaIusEvent (Team ID, ClIentB, Status)
`I
`StatusEvent (Team ID, ClientC, Status)
`
`4 L
`4
`236
`
`L238
`¢
`‘
`
`240
`
`Invitation (Team ID, ClientA,
`L
`ClientB,ClientC)
`260
`
`262 4
`Display Invitation
`User Input
`264
`
`InvItationF esponsejTeam ID
`.
`‘
`Personal I) CIIenIB ,Acce t
`(
`)
`p) L266 AddMember (Team ID, GIMME); ‘
`
`D
`
`268
`
`V
`
`¢
`
`StatusEvent (Team ID, CIientB, Status)
`I
`<Sta’tusEvent (Team ID, CIientB, Status)
`
`272
`
`iatusEvent (Team ID, CIientB added)
`L270
`
`276
`
`Display Invitation
`l
`User Input
`278
`
`Invitation (Team ID, ClientA,
`ClientB,CIientC)
`
`274
`
`I
`
`InvitationFIesponse
`(Team ID, Personal Tb
`|D(CIientC),DecIine)
`280
`
`I
`
`StatusEvent (Team ID, ClientC, Status)
`I
`StatusEvent (Team ID, CIientC, Status)
`
`282
`
`Page 13 of 72
`
`

`

`Patent Application Publication Jun. 20, 2002 Sheet 13 0f 39 US 2002/0076025 A1
`
`FIG. 15
`
`User's current availability
`-\150
`a [Personal lDj rCurrentProfile] Profile Message J
`U
`i
`‘a
`F 290
`
`288
`
`*> Change text
`
`292“
`
`286
`
`Select default
`
`Select custom from list
`
`lnput custom at keyboard
`
`Edit custom at keyboard
`
`Delete custom from list
`
`\> change profile -—>Select from list
`
`home
`
`office
`
`mobile
`
`unavailable
`
`\>
`
`view I edit
`personal contact into
`
`Shame
`k>title
`\ address
`
`\>otfice phone
`k>home phone
`
`\>cell phone
`\> pager
`LveMail
`
`change text communication
`preferences
`
`Instant messaging
`1way text message
`1way numeric message
`none
`
`change voice communication _>
`preferences
`
`office phone
`home phone
`cell phone
`temporary p one
`none
`
`r
`
`input temporary
`telephone Number
`
`Page 14 of 72
`
`

`

`Patent Application Publication
`
`Jun. 20, 2002 Sheet 14 0f 39 US 2002/0076025 A1
`
`FIG. 16
`
`/286
`l
`Team View
`J
`294 ,D I] niersonal ID #1 ] motile Message
`I
`| Profile Message
`U ‘PersonallD #2 |
`M:
`
`O
`
`Select a
`team member
`
`\>RightClick
`
`New comm. options
`Active Comm. options
`Show team
`member data
`Use contact option
`from menu bar
`Select and invite into
`active session
`object to invite to ioin
`communication session
`
`t
`
`Drag-and-drop into
`active session object
`to invite contact to join
`
`Open empty communication
`\->SingleClick——> object that includes selected
`member as inviteelrecipient
`Open communication object that includes
`\> DoubleClick —>selectecl team member as invites/recipient and
`initiate communications
`LvRightClick -_>‘ Alternative text/voice
`communications paths
`
`: office phone
`
`\->home phone
`k>cell phone
`
`\> temporary phone
`
`k>instant messaging
`
`k» 1-way text message
`
`k>1-way numeric message
`
`Page 15 of 72
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`

`

`Patent Application Publication
`
`Jun. 20, 2002 Sheet 15 0f 39
`
`US 2002/0076025 A1
`
`FIG. 17
`
`44a
`
`44b
`
`VTE J
`Client
`(B)
`
`VTE
`Client
`(A)
`
`40
`VTE F’
`SERVER
`
`K?
`PS
`
`6
`
`296
`monitor device staiu_s\c>
`
`stalusEvent (ClienlA, device1 status = in use)
`4
`i
`298
`
`300
`
`slatusEventiCIientA,
`devicet status = in use)
`
`statusEvenlClientA,
`devicei status = in use)
`
`Page 16 of 72
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`

`

`Patent Application Publication Jun. 20, 2002 Sheet 16 0f 39 US 2002/0076025 A1
`
`FIG. 18
`
`/Select
`304\
`Team Bulletins W
`/\,152
`
`306\
`/
`
`Edit Bulletins
`
`Bulletinl
`Bulletin2
`;
`
`,302
`~/
`
`E _ r B H r
`ms mg u ems
`
`New Bulletin Text
`
`/
`Post
`
`F154
`J
`
`FIG. 19
`
`Active Communications
`
`314 T°Pi°
`312
`/310
`308a
`316
`(icon)
`v
`I CommunicationType I
`I Current Participants
`L»
`
`314
`
`-
`
`STGTTOPIC
`[312
`308& (icon) W310
`w)
`I Commu'nicationType I \ITurrent Participants
`\
`\
`Select
`
`l
`‘I
`
`I
`A
`
`Choose Participation
`Level
`
`3'18
`
`Listener
`
`Participant
`
`Send Join Session (listener)
`Msg. to VTE server
`
`Send Join Session (full)
`Msg. to VTE server
`
`Page 17 of 72
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`

`

`Patent Appllcatlon Publication Jun. 20, 2002 Sheet 17 0f 39 US 2002/0076025 A1
`
`4b
`
`'40
`
`VTE
`Client
`4a
`(A) /
`
`VTE
`Client
`(B)
`
`VTE
`Client
`(c)
`
`VTE
`Client
`w)
`
`40
`'
`~/*\ VTE
`SERVER
`
`320
`
`Open IM Session Obj
`
`322
`
`324
`
`326
`
`Select Session Type = PUBLIC
`l
`Select Participants (ClientB)
`
`Enter Topic Text
`
`328
`
`Enter Message Text
`
`IM (Client, PUBLIC, To in, Message)
`\330
`
`332
`Open Session Record (SJ
`
`‘
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`US 2002/0076025 A1
`
`Jun. 20, 2002
`
`METHOD AND SYSTEM FOR AUTOMATIC
`HANDLING OF INVITATIONS TO JOIN
`COMMUNICATIONS SESSIONS IN A VIRTUAL
`TEAM ENVIRONMENT
`
`CROSS-REFERENCE TO RELATED
`APPLICATIONS
`
`[0001] This is the first application filed for the present
`invention.
`
`MICROFICHE APPENDIX
`
`[0002] Not Applicable.
`
`TECHNICAL FIELD
`
`[0003] The invention relates in general to work environ-
`ments and, in particular, to a virtual team environment that
`facilitates collaboration among geographically-dispersed
`team members using a distributed application that provides
`the virtual team environment.
`
`BACKGROUND OF THE INVENTION
`
`[0004] The knowledge economy is fundamentally affect-
`ing the modern work environment. As demand for knowl-
`edge workers increases, new work paradigms are being
`developed in which specialized teams are assembled for
`specific proj ects. Those specialized teams may need to work
`together for a matter of days, weeks or months to accomplish
`a given project. With more regularity, the team is disbanded
`after the project is completed and team members move on to
`other projects, often working with a partly or completely
`different group of people. In addition, people who need to
`work together are increasingly geographically dispersed due
`to corporate partnering, acquisitions, globalization, and
`related factors. While there is motivation for people to work
`together more closely and more effectively due to competi-
`tive pressures,
`the increasing geographical dispersion of
`talent in the workforce creates a dilemma which is not easily
`resolved.
`
`It is generally accepted that people work together
`[0005]
`best when they are physically collocated. Physical colloca-
`tion facilitates communications, and therefore collaboration,
`that is responsive, eflicient and spontaneous. Physical col-
`location in today’s business world is not, however, generally
`practical even when workers are employed by the same
`company. The stresses associated with travel and commuting
`often prevent or impair the efliciency of bringing co-workers
`into physical collocation in order to facilitate job function.
`
`[0006] Modern telecommunications services facilitate col-
`laboration among co-workers. Services such as the Public
`Switched Telephone Network (PSTN),
`the Internet, and
`related services such as facsimile, electronic mail, instant
`messaging, one-way and two-way paging services all con-
`tribute to enable and facilitate collaboration. As currently
`available, however, such services are not optimized to
`facilitate collaboration between team members.
`
`[0007] For example, even though modern facilities, such
`as described in co-applicants’