Title of Invention

A PORTABLE DATAPORT FOR PROJECT DOCUMENT RETRIEVING, INTER-RELATING, ANNOTATING AND MANAGEMENT

Abstract A method and device for using a portable dataport for electronic document retrieving, annotating, inter-relating, and managing, comprising a view manager having an at least one- dimensional grid (see Figure 11). The view manager and grid (see Figure 11) provide document interrelation and management in a user friendly fashion. The view manager is electronically linked to an electronic document storage device to retrieve, inter-relate, annotate and manage the documents.
Full Text A Portable Dataport Device and Method fox Retrieving, Inter-
Relating, Annotating and Managing Electronic Documents at a
Point of Need
PRIORITY
This application hereby claims the benefit of United States
Provisional Application Serial No. 60/763,208, filed on January
30, 2006.
FIELD OF THE INVENTION
The present invention relates generally to a portable
dataport device and method for retrieving, inter-relating,
annotating and managing documents at a particular location
and/or at a point of need. The View Manager of the present
invention uses a methodology to logically organize (using an
application's or project's defined set of parameters) and link
the documents of a given project into a one or multi-
dimensional grid. Also, the View Manager uses a series of
scrollable-image-viewers and a caching methodology to pre-load
documents connected to a currently viewed document.
BACKGROUND OF THE INVENTION
There exists a need for a portable dataport and methodology
for retrieving, inter-relating, annotating and managing
documents at a point of need. This need has particular
application in the construction industry, but also exists in the
medical, information science, real estate management, design and
engineering, transportation industry, plan and building

operations, building management, emergency services, operations
management and many other industries and/or fields where
electronic documents must be retrieved, inter-related, managed,
annotated and/or edited at a point of need.
In the context of the construction industry, as an example
and not by limitation, the present invention addresses economic
needs that arise from an extremely competitive industry that has
low profit margins. The largest cost other than subcontracts,
direct work material, and direct work labor is staff to manage
the project and direct the field activities. This can be as
much as three and a half percent of the construction costs,
which includes the cost of the staff and the taxes, insurance
and benefits required. Any reduction of field staff time or
reduction of field staff numbers on projects, contributes
directly to the bottom line profitability of the construction
company. The present invention provides more efficient
operations for field staff in order to solve the above-listed
deficiencies in the construction field. The same efficiencies
also have benefits in other industries and fields.
Information management in the construction industry, for
the most part, is still in the paper, pencil and fax era. Most
field superintendents currently use cumbersome documents and
volumes of printed specifications to investigate conflicts,
between contractors and/or subcontractors, building designs

and/or engineering, and request the necessary information, in
person, from team members. This non-automated process can be
very costly and burdensome to a construction company.
The single largest cost to construction companies is their
labor cost, whether for management personnel or field labor
personnel. The largest variable in cost of an installation is
the availability of information at the point of need. The
present invention derives from these cost factors and needs and
the associated benefits of faster response and turn-around times
and reduced cost of labor on a project.
Another large cost of a construction project is the
relocation of personnel from one work area to another due to the
lack of necessary information being available for them.
Reducing or eliminating these relocations by making the
necessary information available to the user at the point of
need, saves the construction company money and contributes to
the company's profitability.
Likewise, cost issues in the construction industry arise
from post-installation repairs that arise from the lack of time
to effectively handle and coordinate all issues during the
construction period, including punch list or action item list
concerns. The present invention is designed to help track and
coordinate these issues during installation and handle them
immediately by electronically notifying the proper personnel of

the deficiency in a timely, user friendly manner, during
construction, not after.
A research study, conducted at Carnegie Mellon University,
in 2003 indicated that the most ignored persons in the
construction industry are the field staff when it comes to
technological improvements to efficiency and information being
made available at the point of need. Further discussions with
construction industry leaders indicated that many of the
mistakes that were discovered in the field installation were
never corrected due to the inability to identify the issue,
record it and quickly send it to the personnel that could
correct it. If the issue identification, recordation and
notification all were accomplished on a regular basis at a point
of need, one large construction company suggested that it would
save approximately $20 Million per year on return work.
During this same study, students involved in the study,
interviewed several superintendents and project managers to
determine the most desired software within the construction
industry. The students and the present inventors concluded that
the need for an invention to accomplish identification,
recordation and notification at a point of need on the job site
was missing from development in the information technology
industry.

Currently, field issues are solved through a series of
field and field office interactions (personal contact) that
consume a lot of time for the field superintendents. Most
contractors require their field superintendents to make two
rounds through the construction site each work day. Anything
that prevents this two round day from occurring, keeps the field
superintendents adequately and satisfactorily performing their
other assignments.
The present invention provides the field superintendent the
freedom to stay in the field while still having adequate access
to project documents. It allows the field superintendent to
spend more time solving problems and communicating with the
people that can provide solutions.
Other related systems have tried to solve some of the
above-listed problems, yet they do not disclose, teach or
suggest the solution provided by the present invention. For
example, a system called, Autodesk Constructware, discloses
generally a database management system for the construction
industry which uploads, organizes and makes available to a user,
various project documents, but only in an office environment
through a hardwired, non-portable desktop requiring knowledge of
computer file system management. This reference reduces the
confusion sometimes caused by communication between the job site
and the office. Further, the Autodesk Constructware system

provides a web-based viewer for document sharing and viewing.
Similar to Autodesk Constructware, Skematelc also provides a
construction document management service. The Skematek system
requires users to have an in-depth knowledge of file system
management. Skematek's service eliminates the need for a user
to compile, copy and distribute copies of construction documents
and further electronically archives the documents in a logical
fashion. This system also discloses the ability to link
documents, such as owner's manuals and warranty documentation,
with construction drawings. However, neither of these two
systems provide the benefits and/or advantages disclosed within
the present invention, including, in particular, the View
Manager's capabilities, user-friendliness, quick navigation
between project documents and portability.
Another related reference, U.S. Publication number
2005/0198354 Al, to Holloway, Jr., teaches a job site
communication system and computer program used for remotely
communicating documents between a job site and a remote server
or to persons outside of the job site. This system comprises a
hand held computer device, which allows the user to view and, to
some extent, make very limited annotations on the documents and
CAD drawings, which the user can then transmit off-site. The
transmission process in this Patent Publication requires almost
expert knowledge of computers, including electronic

transmission, emailing and attachments, whereas the present
invention's View Manager and field communication tool is very
user friendly and requires only novice computer knowledge. The
system disclosed in this Patent Publication also provides the
user with the ability to communicate with off-site personnel, as
needed. However, this system does not disclose a View Manager
and other related features of the present invention, which allow
a user to easily navigate between inter-related documents and/or
layers on a particular document.
Further, Patent Publication, US 2004/0201622 Al, to Rhodes
et al., teaches a document distribution system which provides
free form routing of documents through a system. The
flexibility of this routing is provided by facilities which
allow recipients, as well as the originating user, to modify the
document routing through the system. Recipients also have some
limited ability to annotate the documents. Again, in this
reference, the user friendly View Manager, communication tools
and related features of the present invention are not disclosed,
taught or suggested.
SUMMARY OF THE INVENTION
It is a general object of this invention to provide a
portable dataport and method for retrieving, inter-relating,
annotating and managing documents at a particular location
and/or at a point of need. More specifically, using what is

described further below as a View Manager, it is an object of
the present invention to provide, at a particular site, in a
field of use, the mobility of documents that have been, (i)
electronically coded with document data in an at least a one-
dimensional grid system, (ii) inter-related and (iii) linked to
shorten the time required to access the documents. A related
object of the present invention is to provide an interconnection
between project documents and the ability to place the related
documents into a queue, in a manner that permits associated
documents to be retrieved within a short time period using
portable dataport technology or the like. Yet another object of
the present invention is to permit the user to keep notes and
reminders (i.e. Snapshots, Bookmarks, Permanent Record
Annotation Layers or the like) electronically attached, either
permanently or non-permanently, to a specific document, whereby
these notes and reminders can record information which may be
accessed at some future point in time.
The View Manager of the present invention uses software to
logically organize (using an application's or project's defined
set of parameters) and link the documents of a given project
into a one- or multi-dimensional grid. This View Manager uses a
series of scrollable-image-viewers and a caching methodology to
pre-load documents, into the dataport's viewer, connected to the
currently viewed documents. In a preferred embodiment, the View

Manager uses a document Bean that contains meta-data about a
particular document and a path to that document's particular
image file. In addition to the meta-data, references may also
be made to one or more Snapshots, Bookmarks, Permanent Record
Annotation Layers or the like. A preferred embodiment of the
present invention uses a Java programming language, but the
invention is not limited to use of Java. Any other programming
language that has the ability to create background threads, or
the like, to load connected documents or document layers that
run without the knowledge of the user can be used and are within
the scope of the present invention.
In operation, the View Manager allows a user to easily
navigate between connected, inter-related and/or linked
documents, or the like. Preferably, the View Manager is also
responsible for four or more distinct tasks, namely, project
loading, loading a document not already cached, loading a
document that has been cached and zooming the currently
displayed document. However, the zooming feature can be
eliminated and the View Manager will still function properly and
be within the scope of the present invention.
It is a further object of the present invention to provide
a field or project site communication tool and method,
associated with the portable dataport of the present invention
that permits the user to communicate, track and exchange

documents and other information, with other interested parties
or intended recipients, electronically or by similar means. It
is important to note that the user of the present invention is
not required to have a working knowledge of computers,
electronic transmission, email, field requests for information
and/or email attachments to use the present invention because of
its user friendly nature.
As a result of the field communication tool, the present
invention provides further improved communication results that
are twofold: 1) improved communication of project or case
issues, including, for example, job site deficiency
notifications, to interested and/or responsible parties, and 2)
quick/complete communication of field requests for information
from the document authors, designers or other individuals in a
particular industry or field.
Of particular application to the construction industry (and
by analogy to other applicable industries or fields of use), the
present invention has a further object of changing the
methodologies currently employed by field or job site personnel
to solve conflicts and miscommunications at construction job
sites and/or project sites and thereby streamline the field
investigation and initial communication with other related
parties to the project. More specifically, the present
invention: (1) improves the identification, recordation and

notification of field or other issues and the timing of a
response by other personnel; (2) replaces the "pencil and paper"
methodologies currently employed in the construction or other
industries, to a digitized system for quick submission and
proper record keeping at a job site and/or project site; (3)
permits field staff to quickly access all construction or other
documents at the point of need; (4) allows the user or field
superintendent to easily navigate from one type of document, for
a particular field, industry or trade to another at the same
portion or stage of the project or to move to an adjacent stage
of the project in any of the specialized trades, fields or other
areas associated with the construction or other industries; (5)
allows field staff to solve issues quickly without having to
return to a field office trailer or carry bulky paper
documentation with them; and, (6) allows a user to capture the
documents reviewed and apply notes, reminders, changes and/or
comments to the documents and then request information from
other members of the job site team via the field communication
tool. As a result, the present invention reduces the need for
multiple field staff personnel on smaller projects and reduces
the number of field staff personnel on larger projects by up to
fifty percent or more.
Specifically, what is provided in one embodiment of the
present invention is a method of using a portable dataport for

document retrieving, inter-relating, annotating and managing,
comprising the steps of loading electronic documents onto an
electronic document storage device associated with the portable
dataport, and using an at least one-dimensional grid of the View
Manager. The grid corresponds to related document fields for
navigation to related documents. Optionally, the View Manager's
grid can be a two, three or more dimensional grid. The View
Manager is electronically linked to the electronic document
storage device to retrieve, inter-relate, annotate and manage
documents. The electronic document storage device can be
integral with or external to the portable dataport.
The portable dataport is preferably a tablet personal
computer, a notebook personal computer or a desktop personal
computer. This portable dataport preferably retrieves documents
through a design grid view or a design details table view, and
further provides users with the ability to toggle back and forth
from a currently viewed document to a previously viewed
document.
The View Manager of the present invention, further,
provides the ability to: take a Snapshot of a particular
document, or portion of a document, to Bookmark a document, to
create and organize a Permanent Record Annotation Layer attached
to the document and to create and organize an action items list
with respect to any particular document or set of documents.

The Snapshot, Bookmark and Permanent Record Annotation layers
are recorded and track as transparent overlays of a document,
such that annotations can be made to the document. The portable
dataport additionally inter-relates and electronically links the
Permanent Record Annotation Layers, action item lists, Snapshots
and Bookmarks, to create a field request for information.
Further provided is the step of using an optional field
communication tool to track and communicate these field requests
for information to the intended recipients.
The portable dataport can also optionally be wirelessly
synchronized with a remote, host server to provide the dataport
with the ability to load real-time documents. This wireless
synchronization is used to access and store up-to-date secondary
project elements, such as, but not limited to, users, contacts,
security access, software and developmental tools. The portable
dataport also provides a photograph taking function, a voice
recognition function and the ability to order materials from the
field.
In another embodiment of the present invention, provided is
a method of using a portable dataport for document retrieving,
inter-relating, annotating and managing, comprising the steps of
converting a population of documents into an electronically
codeable format, coding the electronic documents with document
data and related document fields. The invention further

comprises the step of loading electronic documents onto an
electronic document storage device associated with the portable
dataport and using a View Manager, having at least a one-
dimensional grid. The grid corresponds to related document
fields for navigation to the related documents. The View
Manager is electronically linked with the electronic document
storage device to retrieve, inter-relate, annotate and manage
the documents.
In yet another embodiment of the present invention,
provided is a method of using a portable dataport for document
retrieving, inter-relating, annotating and managing, comprising
the steps of, coding electronic documents with document data and
related document fields. The method further comprises the step
of loading electronic documents onto an electronic document
storage device associated with the portable dataport. The
method uses a View Manager, having at least a one-dimensional
grid and two scrollable image viewers. The grid corresponds to
related document data for navigation to related documents. The
View Manager is electronically linked with the electronic
document storage device to retrieve, inter-relate, annotate and
manage the documents.
In yet another alternative embodiment of the present
invention, provided is a method of creating and using a View
Manager, running on a portable electronic device, comprising the

steps of, coding electronically stored documents and related
document data. The coding is accomplished through at least two
scrollable-image-viewers and caching the electronically stored
documents. The method further comprises the steps of loading
the coded electronic documents onto an electronic document
storage device associated with the portable electronic device,
and archiving the electronically stored documents in the at
least one-dimensional grid for viewing. The grid is at least
one-dimensional and corresponds to relevant document fields for
navigation to related documents. Further comprising the step of
inter-relating each archived document with other related
documents on the at least one-dimensional grid. This embodiment
of the present invention provides the user the ability to
navigate from the archived document, currently being viewed, to
the related documents using one or more navigation buttons on
the portable electronic device.
Also provided herein is a portable dataport for document
retrieving, inter-relating, annotating and management comprising
an electronic document storage device associated with the
portable dataport, for storing a population of coded electronic
documents. Further provided is a View Manager, having at least
a one-dimensional grid, the grid corresponds to related document
fields for navigation to related documents. The View Manager is
electronically linked with the electronic document storage

device to retrieve, inter-relate, annotate and manage the
documents. The electronic document storage device can be
external or internal to the portable dataport in various
embodiments. The View Manager of the present invention can
optionally use a two, three or more dimensional grid.
The portable dataport is preferably a tablet personal
computer, a notebook personal computer or a desktop personal
computer and retrieves documents preferably through a design
grid view and/or a design details table view. The portable
dataport allows a user to toggle back and forth from a currently
viewed document to a previously viewed document. Further, the
portable dataport has a Snapshot, a Bookmark, an action items
list, and a Permanent Record Annotation Layer component. The
Snapshot, Bookmark and Permanent Record Annotation Layer are
represented and recorded as a transparent overlay of currently
viewed document such that annotations can be made to the
document. The portable dataport can not only create the action
items list, but also, has the ability to organize it.
The present invention further comprises the ability to
inter-relate and electronically link Permanent Record Annotation
Layers, action item lists, Snapshots and Bookmarks together to
create a field request for information and use an optional field
communication tool to track and communicate a field request for
information to intended recipients.

The portable dataport further comprises components to
wirelessly synchronize itself to a remote, host server to
provide the ability to download real-time documents. This
wireless synchronization is used to access and store up-to-date
secondary project elements, such as users, contacts, security
access, software and developmental tools. Additionally, the
portable dataport has a materials ordering component for use
while still in the field. The portable dataport can also take
photographs and recognize human voice input.
While the invention is specifically described with
reference to the construction industry, it is not limited to
such and is applicable in many other fields and industries where
electronic document retrieval, inter-relation, annotation and
management is needed or helpful.
BRIEF DESCRIPTION OF THE FIGURES
Figure 1 is a flow diagram describing the steps the present
invention employs to convert a paper or electronic document to
an archived, retrievable, inter-related, manageable electronic
document. The flow diagram further shows how the document is
then transmitted to the optional server and/or loaded on and/or
downloaded to the portable dataport of the present invention.
Figure 2 is a flow diagram showing the functionality of the
present invention.

Figure 3 is a flow diagram showing the steps involved in
loading a cached document into the View Manager of the present
invention.
Figure 4 is a flow diagram showing the steps involved in
loading a non-cached document into the View Manager of the
present invention.
Figure 5 is an example of the one-dimensional View Manager
grid of the present invention.
Figure 6 is an example of the two-dimensional View Manager
grid of the present invention.
Figure 7 is an example of the three-dimensional View
Manager grid of the present invention.
Figure 8 is an example of a screenshot of a project
selection dialog of the present invention.
Figure 9 is an example of a screenshot of a project being
selected by a user.
Figure 10 is a screenshot of a project being loaded onto
the portable dataport, or synchronized with an optional server.
Optionally, the project can be loaded directly to the portable
dataport.
Figure 11 is an example of a screenshot of a grid view of
the View Manager of the present invention.
Figure 12 is an example of a screenshot of a table details
view of the View Manager of the present invention.

Figure 13 is an example of a screenshot of the View Manager
of the present invention showing a loaded image.
Figure 14 is an example of a screenshot of the View Manager
of the present invention displaying the zoom feature.
Figure 15 is an example of a screenshot of the View Manager
of the present invention showing the Bookmark feature.
Figure 16 is an example of a screenshot of the View Manager
of the present invention showing the Snapshot feature.
Figure 17 is an example of a screenshot of the View Manager
of the present invention illustrating the creation of a
Permanent Record Annotation Layer.
Figure 18 is an example of a screenshot of the View Manager
of the present invention showing the jump to feature.
Figure 19 is an example of a screenshot of the View Manager
of the present invention displaying a more detailed view of the
jump to by trade feature.
Figure 20 is an example of a screenshot of the View Manager
of the present invention teaching the quick jump feature.
Figure 21 is an example of a screenshot of the View Manager
of the present invention showing the project searching dialogue
feature.
Figure 22 is an example of a screenshot of the View Manager
of the present invention displaying the project searching
feature showing available bookmarks.

Figure 23 is an example of a screenshot of the
communication tool of the present invention. This communication
tool provides a user friendly system for even novice computer,
electronic transmission or email users.
Figure 24 is an example of a more detailed screenshot of
the communication tool of the present invention showing how a
user can choose recipients.
Figure 25 is another more detailed example of a screenshot
of the communication tool of the present invention showing a new
field request by trade.
Figure 26 is yet another more detailed example of a
screenshot of the communication tool of the present invention
showing the selected recipients.
Figure 27 is yet another more detailed example of a
screenshot of the communication tool of the present invention
displaying details for a particular contact.
Figure 28 is yet another more detailed example of a
screenshot of the communication tool of the present invention
displaying how a user would input a particular message for a
contact.
Figure 29 is yet another more detailed example of a
screenshot of the communication tool of the present invention
displaying how a user can send a particular snapshot to a
contact.

Figure 30 is yet another more detailed example of a
screenshot of the communication tool of the present invention
displaying sent and unsent messages.
Figure 31 is a photograph of one example of the portable
dataport of the present invention.
DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENT
The invention will now be described in detail in relation
to a preferred embodiment and implementation thereof which is
exemplary in nature and descriptively specific as disclosed. As
is customary, it will be understood that no limitation of the
scope of the invention is thereby intended. The invention
encompasses such alterations and further modifications in the
illustrated device and method, and such further applications of
the principles of the invention illustrated herein, as would
normally occur to persons skilled in the art to which the
invention relates.
Any reference to a "document", "image" or "sheet" in the
below description refers to documents, sheets, meeting minutes,
sketches, drawings, images, records, data compilations, x-rays,
correspondence, notes and/or any other documents being used in a
particular industry, field or area.
Figures 1-31 demonstrate the portable dataport and the
method of the present invention, in various embodiments, that
the user follows to solve informational issues at a particular

site or for a particular project. By using the present
invention, the user keeps the field operations moving and
progressing each day. The present invention though the use of
its View Manager (described below), specifically provides
efficiency for field installation labor by readily providing the
missing information to field superintendents and reducing the
need to relocate workers to another work area due to missing
necessary information. In sum, the portable dataport of the
present invention permits the field staff or other personnel to
work more effectively, completely, and efficiently.
In general, before the electronic document storage device
associated with the portable dataport can be loaded, a
population of documents first is converted into an
electronically codeable format. Next, the electronic documents
are coded with document data using an at least one-dimensional
grid. Each dimension of the grid system corresponds to relevant
electronic document fields. Then, the electronic documents are
loaded onto, or otherwise transmitted to, the electronic storage
device associated with the portable dataport of the present
invention. The electric document storage device is either
internal or external to the portable dataport. The portable
dataport then interacts with the electronic document storage
device, through a View Manager, to retrieve, review and
communicate notations, changes and comments to the coded

electronic document data. The portable dataport can optionally
be a tablet personal computer, a notebook personal computer, a
portable or any other computer or electronic device that can
provide document viewing, retrieval, inter-relation annotation,
management and transmission.
The present invention can also allow personnel on the
project team to work more efficiently due to clearer
communications regarding the requested information. In
particular, alternative embodiments of the present invention
provide time saving opportunities to its users in identifying
problems by using the steps of: investigating an immediate
solution to the problem with the electronic documents that are
loaded onto the electronic document storage device associated
with the portable dataport; requesting information from a remote
interested party, showing the party where the answer was
previously sought in the available electronic documents; and,
requesting an answer from the remote interested party. A
process that could take several hours to several days is now
greatly shortened.
As set forth above, a key feature of the present invention
is the View Manager (see e.g., Figures 5, 6, 7 and 11). This
feature inter-relates documents to each other, by trade, by
floor or the like, in the construction industry, or other
criteria in other industries, to allow a user to easily navigate

from a currently viewed document to surrounding or related
documents, areas, fields or trades. For example and not by
limitation, the View Manager can inter-relate a document to
other related documents for the floors above and below (or areas
adjacent) in the same trade or optionally in a different trade
or area. The View Manager feature can also relate a document to
another trade on the same floor.
The document inter-relationship software and/or methodology
of the present invention, known as the View Manager, logically
organizes the documents " of a project into an at least one-
dimensional grid (see Figure 5). In another preferred
embodiment, a two-dimensional grid is shown in Figure 6. This
grid, in yet another preferred embodiments, can have three (see
Figure 7) or more dimensions in order to suit any application in
any industry or field. The View Manager uses a series of
scrollable-image-viewers and a caching methodology to pre-load
documents connected to the currently viewed image.
As an example and not by limitation, Figure 5 shows a one-
dimensional project representation by trade. Assume the user
selected the Ml.2 document to view. The Ml.2 document is
retrieved from the file system and displayed to the user in a
scrollable-image-viewer. The connected documents, in this case
A1.2 to the West, P1.2 to the East are all loaded in the
background and placed in their own scrollable-image-viewer. If

the user chooses to navigate to one of these connected
documents, the additional scrollable-image-viewer is shown to
the user, effectively removing any lag time due to loading a
desired image from the file system.
Assume that the user has elected to navigate from the Ml.2
document to the East. The scrollable-image-viewer containing the
P1.2 document is shown to the user. The scrollable-image-viewer
containing the Ml.2 document, the formerly displayed document is
now labeled as the new West image and saved. The remaining
documents previously loaded are now removed from memory because
they can no longer be directly reached from the new document,
P1.2 Since the document located at P1.2 is on the edge of the
grid and no document exist to the Bast, that navigation button
is disabled and the scrollable-image-viewer reserved for the
East remains empty.
As an example and not by limitation, Figure 6 shows a two-
dimensional project representation by floor and by trade.
Assume the user selected the Ml.2 document to view. The Ml.2
document is retrieved from the file system and displayed to the
user in a scrollable-image-viewer. The connected documents, in
this case Al.2 to the West, P1.2 to the East, Ml.3 to the North,
and Ml.l to the South are all loaded in the background and
placed in their own scrollable-image-viewer. If the user
chooses to navigate to one of these connected documents, the

additional scrollable-image-viewer is shown to the user,
effectively removing any lag time due to loading a desired image
from the file system.
Assume that the user has elected to navigate from the Ml.2
document to the East. The scrollable-image-viewer containing the
P1.2 document is shown to the user. The scrollable-image-viewer
containing the Ml.2 document, the formerly displayed document is
now labeled as the new West image and saved. The remaining
documents previously loaded are now removed from memory because
they can no longer be directly reached from the new document,
P1.2 However, the scrollable-image-viewers of these now
orphaned documents are reused and loaded with the documents
connected to PI.2, specifically, PI. 3 to the North, and Pl.l to
the South. Since the document located at PI.2 is on the edge of
the grid and no document exist to the East, that navigation
button is disabled and the scrollable-image-viewer reserved for
the East remains empty.
As an example and not by limitation/ Figure 7 shows a
three-dimensional project representation by floor, by trade and
by shop or design drawings. Assume the user selected the Ml.2
document to view. The Ml.2 document is retrieved from the file
system and displayed to the user in a scrollable-image-viewer.
The connected documents, in this case Al.2 to the West, P1.2 to
the East, M1.3 to the North, M1.1 to the South, and M2.2 to the

forward direction are all loaded in the background and placed in
their own scrollable-image-viewer. If the user chooses to
navigate to one of these connected documents, the additional
scrollable-image-viewer is shown to the user, effectively
removing any lag time due to loading a desired document from the
file system.
Assume that the user has elected to navigate from the
document located at M1.2 to the East to the P1.2 document. The
scrollable-image-viewer containing the P1.2 document is shown to
the user. The scrollable-image-viewer containing the Ml.2
document, the formerly displayed image, is now labeled as the
new West document and saved. The remaining previously loaded
documents are now removed from memory because they can no longer
be directly reached from the new document, P1.2. However, the
scrollable-image-viewers of these now orphaned documents are
reused and loaded with the documents connected to the P1.2
document, specifically, P1.3 to the North, P1.1 to the South,
and P2.2 to the forward direction. Since the P1.2 document is on
the edge of the grid and no image exists to the East, that
navigation button is disabled and the scrollable-image-viewer
reserved for the East remains empty.
Each document within a given project is represented within
the View Manager software of the present invention, by a data
structure, known in Java language as a Bean. Each document Bean

contains meta-data about the given document as well as the
absolute path to the actual image file located within the user's
local file system. When the database is queried for information
on a given document, a document Bean is returned. The document,
however, is preferably not loaded into memory at the time of
database query.
The present invention makes use of Java's ability to create
threads that run in the background without the knowledge or
direction of the user. A thread is a program's path of
execution. Java language allows for a multi thread environment
even though there may only exist one processor within the
computer, portable dataport or like device itself. Within a
graphical environment, Java reserves 1 thread, known as the
event thread, for painting and updating of the user interface.
In addition to meta-data about the document itself (name,
number, coding etc.), each document Bean optionally contains 1
or more references to Snapshots, 1 or more references to
Bookmarks, 1 or more references to as-built layers or Permanent
Record Annotation Layers, and 1 or more references to punch-
lists, action item lists, or, in a construction setting, the
present invention permits these several types of notes or
markings to be "drawn" onto or attached to the document in a
transparent layer format. These notes or markings include, but
are not limited to, a Snapshot, a Bookmark and an As-Built

and/or Permanent Record Annotation Layer. All of these notes or
markings can be annotated by the user.
Snapshots are images derived from portions of the original
document (see Figure 16). These Snapshots are displayed in their
own window within the View Manager. Essentially, they provide
an invisible or transparent drawing layer on top of and attached
or linked to the document, allowing the user to virtually
annotate the document, while keeping the original document image
in tact. An additional area is provided below the document for
further notes (see Figure 16)• The Snapshot feature specifically
identifies the location and magnification of detail of the
document, creates a copy of the document and permits annotation
on that particular portion of the document. The Snapshot
feature is essentially a working version of the document stored
on a separate transparent layer connected to a particular
portion of the document. Snapshots are generally not
permanently attached to a document, but only attached until the
issue, causing the Snapshot to be taken, is resolved. However,
even after these Snapshots are resolved and unattached from the
document, they are still permanently saved and tracked for
record keeping purposes.
Bookmarks act as sticky notes or transparent layers affixed
to the original document (see Figure 15). These bookmarks allow
the user to make notes and annotations on the sticky note or

transparent layer itself rather than on the original document.
Bookmarks retain information about their position on the
document they modify, as well as the scale of the document at
the time of Bookmark creation. Bookmarks, once saved, are hidden
from view in ordinary circumstances, but are still accessible
through a document properties panel.
As-built layers or Permanent Record Annotation Layers act
as another invisible or transparent layer that is placed
directly on or attached to the document itself (see Figure 15) .
The user can annotate the as-builts, or Permanent Record
Annotation Layers, without affecting the original document or
image. Once saved, the invisible layer is hidden from view but
is still accessible through a document properties panel. Unlike
the other two note or layer features mentioned above, this
marking, optionally, is permanent and stays with the document
for printing and turnover to the client, owner or other
individual or entity.
The present invention further permits the naming of these
notes and markings (see Figure 22) to allow the user to send
them as attachments to other personnel in the contractor's,
architect's, engineer's, owner's and/or subcontractor's offices
through use of the field communication tool (see figures 23-30)
or FRFI. Also included is a screen feature that provides for

the displaying of all of these notes or markings items on the
same document (see Figure 22).
The View Manager is preferably responsible for four
distinct tasks, namely, 1) project loading, 2) loading a
document not already cached, 3) loading a document that has been
cached, and 4) zooming the currently displayed document. Each
task is discussed in further detail below. The zooming step can
optionally be eliminated from the View Manager and the View
Manager will still function as intended and still be within the
scope of the present invention. There tasks are discussed more
fully below.
Project Loading
The unique key for the project is passed to the View
Manager and all documents for the project are returned from the
database and/or electronic document storage device. Each
document has an x, y, and optionally a z coordinate assigned to
it during project creation, using the admin-console. In a one-
dimensional project, one of the x or y values is set to one and
the z value is eliminated, so that a methodology of project
creation is the same, with respect to the x or y values, as a
two or more dimensional grid. In a two-dimensional project, only
one of the x, y or z values is set to one, so that a one, three
or more dimensional project is created using the same
methodology. In a three or more dimensional project, the x, y

and z (and others for dimensions 4, 5, 6, etc.) coordinates have
a value and are not equal to one.
A Hashmap, which is a data structure that stores
information in a key/value pair, is then created containing each
document Bean returned from the database and/or electronic
document storage device. Each document Bean uses a
concatenation of its x, y, and z coordinates, hereafter referred
to as the NavigationKey, as its key within the map. This map is
hereafter referred to as the MasterDocumentMap.
In the three-dimensional embodiment, for example and not by
limitation, once the project is loaded from the database, seven
scrollable-image-viewers are created, one for the currently
viewed document and one representing each direction reachable
from the current image: North (+1 on the y-axis), South(-1 on
the y-axis), East{+1 on the x-axis), West(-1 on the x-axis),
forward (+1 on the z-axis), and backward(-1 on the z-axis). The
directions on the each various axis can be changed to suit a
particular application. A two-dimensional version does not have
scrollable-image viewers along one of the x, y or z-axis and
therefore this embodiment comprises only five scrollable image
viewers. In a one-dimensional project there would be three
scrollable-image viewers, one for the currently viewed document
and two for movement along one of the x, y or sometimes
optionally the z axis.

Any other number of scrollable-image-viewers can be used
for any number of dimensions needed in a particular project and
still be within the scope of this invention.
Next, a Hashmap hereafter referred to as the
MapScrollPanes, is created containing each of the scrollable-
image-viewers, with a key equal to the number of the given
scrollable-image-viewers (i.e. key="scrollablel",
value=scrollable-image-viewer #1) . A second Hashmap is also
created, hereafter referred to as MapKeys, containing the
"cardinality key" (North, South, East, West, backward and
forward in a three-dimensional embodiment) (preferably North,
South, East and West in a two-dimensional embodiment and only
North and South or East and West in a one-dimensional
embodiment) as the keys with the values being the keys used in
the MapScrollPanes' Hashmap.
Finally Java's Cardlayout is used to layout the three,
five, seven or other number of scrollable-image-viewers into a
single panel. Cardlayout acts as a Hashmap of sorts, requiring
a key value for each component added. These components are then
stacked on each other so the user only sees a single component.
The present invention uses the keys from the MapScrollPanes'
Hashmap as the keys to the Cardlayout. In addition to the three,
five, seven or other number of scrollable image viewers, an
empty panel is added as the fourth, sixth, eighth or other

numbered card with a special key that is not to be a part of any
of the Hashmaps discussed above. This empty panel is used as a
device to keep the user interface clean. Additionally, the
empty panel is used to hide the zooming and scrolling which
might cause the document image to appear temporarily distorted.
Once the document image is appropriately zoomed and scrolled to
the appropriate position, the empty panel is hidden, exposing
the desired document image.
Loading a Document Not Currently Cached
The following discusses the steps involved with loading a
document that is not currently cached (see generally Figure 4).
The document is then retrieved from the file system, scaled to
fit the viewable area and displayed to the user. In addition,
the documents that are directly connected to the selected
document are found and loaded from the file system as well.
This method is invoked in several ways: 1) a document's icon is
clicked within the grid view or the details view; 2) when the
document is selected from the quick-jump dialog box, the user is
allowed to select any document within the given project; and, 3)
when a Bookmark, Snapshot, as-built layer and/or Permanent
Record Annotation Layer is selected for viewing, the associated
document is loaded, scaled, and scrolled to the appropriate
viewing position. A reference to the selected document is
passed to the View Manager, and then the following steps occur:

• Reference to the passed document Bean is saved internally
as the currently viewed document.
• The main viewable panel is flipped to the empty card.
• All as-built layers, or more generally, Permanent Record
Annotation Layers and Bookmarks are cleared from the
scrollable-image-viewers.

• The document Bean referenced by the currently viewed
document reference is loaded. This consists of passing the
referenced document Bean to the View Manager, which in
turn, determines the type of resource the given document
references (jpg, gif, tiff or the like) and calls the
appropriate document image loading mechanism to properly
load the document's image into memory.
• An array of preferably two, four or other number of
background threads (depending on whether the project being
loaded has one, two, three or more dimensions) is setup,
hereafter referred to as the BackgroundLoadTasksArray. Each
thread represents one direction away from the currently
viewed document. This consists of the following:
• Using the NavigationKey of the document referenced by the
currently viewed document, increment or decrement the
appropriate x, y, or z value by 1 and search the
MasterDocumentMap for a match. If a match is not found,
increment or decrement the value again and recheck.

Continue this loop until a specified threshold has been met
(preferably the number of documents in the project).
• If a match is found for the generated NavigationKey,
instantiate one of the worker threads for the document is
referenced by the new NavigationKey. The background thread
loads the image referenced by the document in the same
manner described above. This thread is only created in
this step. It is not to be started at this time.
• An array of two, four, six or other number of Boolean
flags are also created, hereafter referred to as
NavButtonsStatusArray, representing each direction (e.g. N,
E, S, W, FWD, REV, depending again on how many dimensions
the project requires) from the currently viewed document.
As connected drawings are found and background threads are
instantiated, the Boolean flag for that direction is set to
true. This array is used to enable/disable the navigation
buttons on the toolbar.
• The size of the viewable area is determined and the
document is scaled so that it appropriately fits the
screen.
• The properties panel is populated with the meta-data for
the document referenced by the currently viewed document.
• The status of the navigation buttons is updated based on
the values in NavButtonsStatusArray.

• The documents image for the document referenced by
currently viewed document, now in memory, is painted in the
appropriate subclass of the AbstractView. This subclass is
then placed inside the scrollable-image-viewer reserved for
the currently viewed document.
Next, determine if any Bookmark, as-built layer or
Permanent Record Annotation Layer was selected to view. If
so, load with the Bookmark window, if necessary, and scroll
and scale the document to that of the last save of the
Bookmark, as-built layer or Permanent Record Annotation
Layer.
• Then, flip the main viewable panel from the empty card to
the card holding the scrollable-image-viewer reserved for
the currently viewed document.
Finally, start any threads within the
BackgroundLoadTasksArray. These background threads are
subject to the rules governing the pool of threads
currently available within the application.
Loading a Document Currently Cached
This method is used when the user has chosen to navigate to
one of the documents connected to the currently viewed document
that has been already loaded from the file system in a
background thread (see generally Figure 3). The following steps
occur:

• The scale of the currently viewed document is saved.
• The (x, y) coordinate of the upper left corner of the
viewable area is saved if the document is larger than the
viewable area.
• All as-builts or Permanent Record Annotation Layers and
Bookmarks layers are cleared from the scrollable-image-
viewers.
• A new background thread is created.
• All orphaned documents are unloaded. Orphaned documents
consist of all documents previously loaded into memory that
are not connected to the new document being viewed.
• The MapKeys Hashmap is rearranged. For example, if the
user chooses to navigate East, the cardinality key,
referencing the scrollable image viewer holding the East
document, now becomes the currently viewed document. The
formerly viewed document now becomes the West document, and
the formerly West document (now orphaned via the above step)
is used to hold the future East document.
• The reference held by currently viewed document is set to
the new user chosen document.
• The BackgroundLoadTasksArray is setup, as described above,
using the NavigationKey of the new document referenced by the
currently viewed document.

• The properties panel is populated with the meta-data or
other document data for the document referenced by the
currently viewed document.
• The status of the navigation buttons is updated based on
the values in NavButtonsStatusArray.
• The scrollable-image-viewer, currently holding the already
loaded new document, is retrieved for the desired direction
and the scale saved above is applied and the viewable area is
scrolled to the (x, y) coordinates saved above.

• The plumb-line correction value is adjusted, if available.
• The main panel is flipped to the card containing the
document for the desired direction.
Any background threads are started within the
BackgroundLoadTasksArray. These background threads are
subject to the rules governing the pool of threads currently
available within the application.
Zooming the Currently Displayed Document (Optional)
The View Manager is responsible for all of the zooming
features within the application. The actual image representing
the currently viewed document is maintained in memory,
preferably, at actual size (100%) . The appropriate scale of the
image is calculated, and a second image is created from the
first, with the calculated scale applied. It is this second
image that is painted in the scrollable image viewer. By

generating a second image from the original image, the present
invention does not experience any loss of clarity that would
arise from scaling the same image multiple times. The
calculated scale is saved internally and is used as a parameter
in the calculations for the next zoom operation.
There are at least four optionally built in zooming
operations that perform the calculations to determine the
appropriate scale to pass to the algorithm described below.
Zoom-In - multiply the current scale by 1.25.
Zoom-Out - multiply the current scale by 0.8
Zoom-Box - based on the box created by the user,
derive the scale by dividing the current viewable size in
pixels in both the x and y direction by the x and y
dimensions of the user created box. The scale used is the
lesser of the two values; either the x or y.
Zoom-Fit - derive the scale by dividing the current
viewable size of the document's image in pixels in both the
x and y direction by the x and y dimensions of the image at
actual size. The scale used is the lesser of the two
values, i.e., either x or y.
Once the desired scale has been determined, the following
steps occur, preferably, in order:
• The main viewable panel is flipped to the empty card.

• The future "display center point" is determined. Given the
calculated scale and the current center point of the viewable
area in relation to the overall image, multiply the x and y
values by the scale.
• A new image is generated based on the calculated scale and
then the new image is painted into the scrollable image
viewer.
• The image is scrolled to ensure that the calculated "display
center point" is centered within the viewable area.
• The main viewable panel is flipped from the empty card to
the card holding the scrollable-image-viewer reserved for the
currently viewed image.
• The status bar is updated with the new scale of the image.
To view a specific area of the document, a Zoom Box or
magnification of detail tool is available. To use the Zoom Box,
a user highlights the area of the document that he/she wants to
see more clearly. The user can also, optionally, do several
Zoom Box enlargements at any time and quickly navigate back to a
full screen to locate another area quickly.
A few examples of how the present invention improves the
related systems are provided below. These examples, while
related generally to the construction industry, are not limited
to the same and apply to other fields. The construction
industry is merely used as a preferred embodiment herein and is

not intended to limit the present invention's application
specifically to the construction industry.
EXAMPLE A. A sheet metal contractor is installing ductwork
and comes to an area where the ductwork is supposed to occupy a
space already occupied by the fire protection system and
electrical conduit. Currently, this issue is brought to the
attention of the field superintendent as he or she performs his
or her daily walk-through. The field superintendent manually
checks the date on the documents that the sheet metal contractor
is using to be certain that they are using the latest revisions
to the document. The field superintendent then retreats to the
field office to check the date on the latest set of shop
documents and checks the shop documents for the interfering fire
protection and electrical construction. Once this lengthy
process is completed, the field superintendent determines who
has made the error and solves the problem by gathering the
necessary contractors and returning to the location in the field
where the conflict occurred. During this meeting, the
electrical contractor and the fire protection contractor share
the documents that each is using to build their respective
aspect of the project, with the field superintendent. The field
superintendent must then again return to the field office to
again check the date on the shop documents of the electrical and
fire protection subcontractors. If both contractors in this

example are using the latest documents and a solution cannot be
found, a request for information is made to the project managers
of the affected contractors or to the general contractor.
Solution. The portable dataport and methodology of the
present invention is designed to solve this litany of efforts by
permitting the field superintendent to solve the problem while
in the field or to ask the proper questions using the FRFI
method initiated from the portable dataport of the present
invention in the field. Thus, in example A above, if the
ductwork contractor was installing duct work and came to an area
where fire protection and electrical work was installed, the
field superintendent is now able to retrieve and review the
current documents using the portable dataport at the point where
the issue arose. He or she is also able to make annotations,
comment, changes or edits on the documents or layers attached to
the documents while still in the field, saving the construction
company a great deal of money in overhead and management time in
that the conflict is resolved much quicker.
EXAMPLE B. The field superintendent is reviewing the
project during the twice daily walk-through when he or she
notices that the blocking and electrical work in a wall, that is
to be covered up the following day, is missing. Using current
systems, the field superintendent tracks down, via radio,
portable telephone or other means, the appropriate foremen of

each of the trades affected to resolve the problem. The field
superintendent also records the issue in a note book to be
reminded later if contact with the relevant foreman was not
made.
Solution. The portable dataport's software is designed to
quickly solve the issue in example B by using the Snapshot
method. This feature allows the user to take a real-time
Snapshot of a portion of any document on the portable dataport,
and add a note, edit, change or annotation related to that issue
that can then be immediately sent via the FRFI method to the two
or more relevant contractors. By using the present invention,
the field superintendent can now notify both relevant
contractors immediately upon recognition of the problem and
quickly resolve the issue or even prevent the issue from
escalating or arising all together.
As these examples demonstrate, the portable dataport of the
present invention not only makes information immediately
available to those who need to know, but also keeps records of
each of these information transactions, optionally using its
servers for recordation, tracking and backup. The construction
industry in general is a very litigious industry, and as such,
accurate record keeping and notifications become very important
to both owners and contractors involved in litigation. The
records produced from the present invention enable some of the

alternative dispute resolution processes to be more effective in
preventing escalation to litigation.
In this context, important feature of the present invention
is the ability, through use of the View Manager, to quickly
navigate through a set of documents, records, drawings notes,
meeting minutes, sketches, plans, specifications or any other
documents needed for a particular industry while in the field
and/or while on the job site. The relationship buttons,
conveniently located on the portable dataport and/or its
viewable screen, keypad or anywhere else on the dataport,
permits the quick navigation between related documents. The
relationship buttons further include the feature of toggling
back and forth from a currently viewed document to a previously
viewed document. This feature of the present invention is
particularly valuable in that the user is not waiting for
downloads or files that are too complex to be viewed and
navigated in a timely manner. By pushing the "up", "down",
"left", "right", "forward", and/or "back" buttons, the user can
easily navigate between related documents while preferably
maintaining the exact same or similar location on the electronic
document and at the exact or similar magnification or level of
detail as the currently loaded electronic document. Ultimately,
this feature helps the user easily navigate quickly by focusing

on the information required and not the retrieval, zooming and
scrolling of documents.
This relationship forming is done for both design documents
and shop documents produced by trade contractors. The View
Manager further permits the user to quickly navigate through the
documents to solve a particular field or project issue.
For example, and not by limitation, if a field supervisor
wanted to retrieve a base document on a particular floor and by
a particular trade, the user presses the jump to button and
makes a selection either by floor or by trade (see Figure 18) .
However, if a detail residing within that document needs to be
reviewed, then the user presses the quick jump button, selects
the drop down menu or writes and/or types in the desired
document using the portable dataport's hand writing recognition
area on or around the bottom of the viewable screen. The View
Manager can also inter-relate documents outside of the
construction context in other industries without references to
floors or trades.
More specifically, there are two buttons that assist the
user in the operation of the present invention. The first is a
relationship button that permits the user to select documents
describing a different floor or level of the project installed
in the portable dataport. By pushing the jump to button, the
user can select to jump "by floor" (see Figure 18), to load

another document into the View Manager at the exact same or
similar location and at the exact same or similar magnification,
zoom or level of detail as the currently loaded electronic
document. This permits the user to navigate to and view the
areas above, below, around, or related to the currently viewed
document.
The present invention further provides a relationship
button that permits the user to select "by trade" (see Figure
18), to load a different trade on the same floor or level
currently in the View Manager. For example, a user can easily
switch from electrical to plumbing. By pushing the jump to
button, the user can select another trade that is loaded into
the View Manager at the same or similar location and at the same
magnification, zoom or level of detail as the currently loaded
document. This permits the user to view other trade
installations in the area of the current view. This
relationship button accomplishes the same jump to feature to
documents developed by the trades for the designed
installations.
The jump to "by trade" and "by floor" buttons can be
replaced with any other jump to button for any other industry or
field, while still functioning in the same manner and while
still be within the scope of the present invention. In other
industries or fields, the jump to feature can be loaded into the

viewer at the same or similar location, magnification, zoom or
level of detail or, optionally, at a different location,
magnification, zoom or level of detail, depending on the
particular needs of an industry or field.
The Jump-To feature (see Figures 18 and 19) allows a user
to navigate to another document via a two step process that
narrows down the possible Jump-To points. In one preferred
embodiment, the user is presented with a choice to jump in
either the horizontal direction (optionally by trade) or
vertical direction (optionally by floor). Once a selection is
made, the user is presented with all of the documents that are
connected to the current document in a given direction. More
specifically, if the user chooses to jump by trade, the current
floor remains constant and the user is presented with a choice
of all documents within the grid of the View Manager that have
the same floor value. In other industries or fields a user can
jump in any direction by any other relevant criteria
Another feature that assists the user in the operation of
the present invention is the quick jump button (see Figure 20).
The quick jump button is used in loading the viewer with a
document that does not have an entire layout as its background.
For instance, there are many documents that have details on them
that relate to a plurality of other documents. In this case,
the quick jump feature is optionally used to find a detail that

is noted on the document that is currently displaced in the View
Manager. The user is then able to toggle back and forth between
the currently viewed document and the detailed document that has
additional information regarding the issue being investigated.
Further, the quick-jump feature (see Figure 20) also allows
the user to make a single jump anywhere within the grid of the
View Manager. The user is presented with a drop down box
containing all documents with the grid. This drop down box list
is optionally in alphabetical order or otherwise in an easily
navigable fashion. Once a selection has been made, the "loading
a document not currently cached" (see Figure 4), described
below, is employed to load the document.
To permit the quick viewing of each document, the present
invention provides an extensive magnification of detail
capability. The "zoom in", "zoom out", "zoom box", and "zoom
fit" features (see Figure 14) assist the user in quickly
navigating each document to locate the area where a problem
needs to be resolved. It is also preferable for the document to
be of the correct file type and size or at least be able to be
modified to the correct file type and size so that the zoom
features can function as described.
To improve the viewable portion of the present invention a
"full screen toggle" button (see Figure 14) is provided to
enlarge the viewed area for users. This feature proves to be

quite useful when explaining to others on the site, the solution
to a particular issue.
Optionally, a Home button, or the like, quickly returns the
user to the main hierarchy of the View Manager for easy
selection of another document.
The present invention further incorporates a Search
capability (see Figures .21-22) of all the Snapshots, As-Builts
and/or Permanent Record Annotation Layers, Bookmarks, and Action
Items recorded during the project for use with the field
communication tool (see Figures 23-30) or FRFI method and for
use with future needs of the field superintendent to review past
document investigations.
The Permanent Record Annotation Layer, Snapshot and
Bookmarks features, using the View Manager, are represented by
an invisible and/or transparent overlay of a document such that
annotations can be made to the document. These features can
optionally be used to communicate project data and information
requests to third parties.
Throughout the project, information is typically gathered
to develop an as-built layer or Permanent Record Annotation
Layer (see Figure 17) at the conclusion of the project. These
Permanent Record Annotation Layers or as-builts become
permanently attached to the full original document. Using the
as-built or Permanent Record Annotation Layer buttons, or other

similar button, of the present invention, the information is
gathered electronically and attached as a layer to the specific
point on the document or to the document generally for
production to the designers or owners at the conclusion of the
project. The present invention eliminates the need to have a
separate set of documents at the site or elsewhere to keep
updated for the as-builts or Permanent Record Annotation Layers.
This feature permits the information to be applied to future
generations of documents since it is applied to a layer
preferably above, but optionally below, but still attached, to
the document.
The user is also able to "remember" the documents and views
visited and the magnification or level of detail that was in the
viewer at the time of the request, by requesting a Snapshot (See
Figure 16) of the view. A Snapshot is a "to do" reminder which
is associated, but not permanently linked with a specific
portion of a document. It differs from a Permanent Record
Annotation Layer because it is specifically and non-permanently
attached to a portion of the document, not to the document in
general. The Snapshot can be optionally communicated to others
on the project, so that they can provide solutions to staff,
using the field communication tool (see Figure 30). The field
communication tool utilizes email, fax or other electronic
communication or transmission.

A Bookmark button (see Figures 15 and 21) is used to create
a note that is attached to a specific portion of a document.
This can include text or hand-drawn sketches that help identify
what is needed or what was done by the field superintendent. It
is recorded the same way as the Snapshot feature and can be
communicated using the field communication tool (see Figures 23-
30) or the FRFI method of the present invention. The optional
field communication tool of the present invention is very user
friendly and requires only novice knowledge of computers and/or
electronic transmission means. This user friendliness is a key
aspect of the field communication tool of the present invention.
Another key aspect of the present invention is that the
field or project staff is provided with these features and
related communication solutions, while they are in the field or
on site, eliminating multiple trips to a site or field trailer.
In the event that the missing necessary information is not
within the electronic documents on the electronic document
storage device associated with the portable dataport, the
present invention, in an alternative embodiment, quickly
collects the reviewed Permanent Record Annotation Layers,
Bookmarks, Snapshots or the like and creates a Field Request for
Information (FRFI), optionally, to be immediately submitted to
the design professional, document designer or other recipient
via the field or project site communication tool which utilizes

electronic transmission, email, fax or other electronic
communication (see Figures 23-30) . Each FRFI is numbered for
tracking purposes and an optional report is provided as to the
status of each FRFI on a daily, weekly, monthly basis or at any
other time increment. The design professional or other
recipient opens the electronic transmission, using email or
other standard viewing software. Depending on the availability
of the design professional or other recipient, the turn around
time is significantly shortened when compared to related art
systems. An important feature of the present invention is its
ability to quickly forward the FRFI, preferably from the field
or project site, to the appropriate designer or other intended
recipient so that it is not forgotten and so that it does not
fall through the cracks as it may have in the past.
In addition, at the end of every project is the task of
developing a punch list or action items list of the work that
needs to be corrected for the project to be completed. The
invention can incorporate an action items list or punch list
option which preferably is activated late in a project to enable
field staff to generate and distribute the list. This feature
also aids in the recordation of the punch list or action items
list on a daily basis and helps to issue the list to each of the
involved parties. This action items list is developed,

annotated and sent to the responsible or intended parties
through the field communication tool.
By way of general summary, the portable dataport of the
present invention and/or its software and/or methodology has the
following attributes, a portion of which are available as "addons"
in alternative embodiments: the association of electronic
documents; the retrieval of electronic documents, from the
electronic document storage device associated with the portable
dataport, for viewing; the recordation and annotation of
electronic documents viewed; the sketching of solutions for
review; the bundling of electronic documents viewed; the
electronic transmission of the electronic documents to the
relevant or intended persons; the creation or organization of an
action items list or punch list; the creation of as-built or
Permanent Record Annotation Layers; the searching of recorded
views; the utilization of a field or project field communication
tool to submit a FRFI; the creation and tracking of FRFI logs;
the creation of electronic document records on the host server
or electronic document storage device associated with the
portable dataport; the optional ability to be updated wirelessly
by a server; and, creating an inter-relationship between related
electronic documents.
Also within the scope of the present invention are the
following optional attributes of the portable dataport: the

generation of daily reports and action items lists; the
generation of daily time sheets for labor; the ordering of
materials, while in the field or on the project site; the Radio
Frequency Identification Tag Locator for determining a user's
location in a building or structure; the voice recognition
feature; the photograph taking feature; the Leadership Energy
Environmental Design (LEED) work sheets and/or blank forms
provided on the dataport for easy tracking; the collaboration
with other software; and, the synchronization with an optional
remote host server to provide the ability to download or upload
real-time documents onto the portable dataport, wherein the
synchronization is used to access and store up-to-date
secondary project elements such as but not limited to uses,
contacts, security access, software, developmental tool or any
other project element that could be used for a particular
industry, area or field. These features can be modified for use
in any industry, area or field.
Currently, the hardware and/or portable dataport being used
for the delivery of the software and documents is the Itronix
Duo-Touch, which is set up with specified memory, Windows
Software, communication and Tablet Software, however, any
similar hardware and/or portable dataport or other computer is
within the scope of the present invention.

The present invention optionally further comprises an
optional server, preferably housed in a server farm as
outsourced support. Optionally, the server is housed on site
for a project, or can be housed internally with the present
invention's provider. The portable dataport is manufactured by
an outsourced supplier building the portable dataport to certain
specifications. The Internet service provider is preferably
accomplished through one of the existing cell phone service
providers, but can also use other services. The invention
preferably operates by developing strategic partnerships with
each of these above-mentioned entities to provide superior
service to clients and/or owners.
It is important to note that the portable dataport and/or
View Manager of the present invention is not dependant on any
server to function properly. All the documents and document
data can optionally be placed directly on the electronic storage
device associated with the portable dataport, eliminating the
need for an external server.
The present invention anticipates a holistic approach to
field/paper document management. The holistic approach means
that the client and/or owner sends their documents (hard copy
or electronic) to the present invention's operation where a
technician or other individual places the documents into a
document matrix; aligns their corners; optionally stores them on

a server (the documents can also be loaded directly onto an
electronic document storage device associated with the portable
dataport and the server can be eliminated in some uses); loads
them onto a portable dataport platform; sends the portable
dataport platform to a field superintendent; trains the field
superintendent; optionally remains connected through wireless
communications (where available and where a server is used);
updates the documents as requested by a client and/or owner,
loads shop documents as requested by a client and/or owner;
keeps all Snapshots, Bookmarks, and as-built or Permanent Record
Annotation Layers backed up on the optional server or on the
electronic document storage device; and, at the conclusion of a
project, downloads the documents (from the optional server or
the electronic document storage device) with all Snapshots,
Bookmarks, and as-built layers or Permanent Record Annotation
Layers attached and installs them onto a DVD, CD, disk or other
hard drive and sends them the client and/or owner for record
keeping purposes.
Other uses for this technology in the field or at a project
site are speedy solutions to requests for information and FRFIs,
green building record keeping, daily construction reports, daily
time sheets, material requisitions, photographic record keeping
and any other related uses.

Although this invention was created with the construction
industry in mind, it should also be considered applicable to
many other industries wherein an organized electronic
relationship of a plurality of documents is critical to the
successful accomplishment of a task. The present invention, for
example, could be used in at least the medical, information
science, real estate management, design and engineering,
transportation industry, plan and building operations, building
management, emergency services, operations management and many
other industries and/or fields where electronic documents must
be retrieved, inter-related, annotated, managed and/or edited at
a point of need.

We Claim :-
1- A method of using a portable dataport for project document retrieving,
inter -relating, annotating and managing, comprising the steps of:
loading and coding electronic documents for a project onto an electronic
document storage device associated with said portable dataport; and,
using a view manager, having at least a one-dimensional grid, to
facilitate project document loading and retrieval, said grid corresponding to related
document fields for navigation to related project documents, wherein said view
manager is electronically linked to said electronic document storage device to
retrieve, inter-relate, annotate and manage said project documents and wherein as
an individual project document is loaded for viewing, said document is loaded
within a main scrollable image viewer and related documents are loaded in unseen,
auxiliary scrollable image viewers to reduce lag time in the navigation to related
project documents.
2. The method of claim 1, wherein said electronic document storage device
is integral with said portable dataport.
3. The method of claim 1, wherein at least a two-dimensional grid is used.
4. The method of claim 1, wherein a three or more dimensional grid is used.
5. The method of claim 1, wherein said portable dataport is selected from
the group consisting of a tablet personal computer, a notebook personal computer
and a desktop personal computer.
6. The method of claim 1, further comprising the step of retrieving said
documents through a design grid view.

7. The method of claim 1, further comprising the step of retrieving said
documents through a design details table view.
8. The method of claim 1, further comprising the step of allowing a user to
toggle back and forth from a currently viewed document to a previously viewed
document.
9. The method of claim 1, further comprising the step of using said view
manager to take a snapshot of a particular portion of said document, wherein said
snapshot is represented and recorded as a transparent overlay of a currently
viewed document such that annotations can be made to said document.
10. The method of claim 1, further comprising the step of using a view
manager to bookmark a particular portion of said document, wherein said
bookmark is represented and recorded as a transparent overlay of a currently
viewed document such that annotations can be made to said document.
11. The method of claim 1, further comprising the step of using said view
manager to create and organize a permanent record annotation layer, wherein said
permanent record annotation layer is represented and recorded as a transparent
overlay of a currently viewed document such that annotations can be made to said
document.
12. The method of claim 1, wherein said portable dataport is used to create
and organize an action items list related to the document currently being viewed.
13. The method of claim 1, wherein said portable dataport is used to interrelate
and electronically link permanent record annotation layers, action item lists,
snapshots and bookmarks together to create a field request for information.

14. The method of claim 13, further comprising the step of using a field
communication tool, to track and electronically communicate said field request for
information to intended recipients.
15. The method of claim 14, further comprising the step of revising
electronically stored documents, as needed, in response to review of said field
request for information.
16. The method of claim 1, further comprising the step of wirelessly
synchronizing said portable dataport to a remote, host server to provide the ability
to load real-time documents onto said electronic document storage device
associated with said portable dataporl.
17. The method of claim 16, wherein said wireless synchronization is used to
access and store up-to-date secondary project elements, and wherein said
secondary project elements are selected from the group consisting of users,
contacts, security access, software and developmental tools.
18. The method of claim 1, further comprising the step of using said portable
dataport to order materials while on a job site.
19. The method, of claim 1, further comprising the step, of providing a voice
recognition function.
20. The method of claim 1, further comprising the step of providing a
photograph taking function.
21. The method of claim 1, wherein said project document loading and
retrieval by said view manager further comprises the steps of:
retrieving all coded documents associated with a project from said
electronic document storage device;

creating a data structure that contains coordinate data and navigations
keys for each coded project document;
creating scrollable image viewers for an identified project document and
all related projects documents based upon the coordinate data for said project
documents;
creating a hash map for containing said scrollable image viewers; and
creating a hash map for containing cardinality keys corresponding to the
coordinate data for said identified and related project documents.
22. The method of claim 21, wherein said step of loading an individual
project document for viewing further comprising the steps of:
identifying an individual project document for viewing;
loading the coordinate data and navigation key for the individual project
document from the data structure;
using the navigation key of the individual project document to identify
related project documents based upon review of the document coordinates for all
project documents;
creating, a background thread for each related project document to
facilitate the loading of said related project documents from the data structure and
into the unseen, auxiliary scrollable image viewers;
loading the individual project document selected for viewing into the
main scrollable image viewer;
populating a properties panel on said portable dataport with information
about the individual project document identified for viewing;

updating the status of navigation buttons on said portable dataport
based upon the identified related project documents;
loading the related project documents into the unseen, auxiliary
scrollable image viewers, and
displaying the currently viewed document.
23. The method of claim 22, wherein the navigation from an individual
project document a related project document further comprises the steps of:
selecting a new, related project document for viewing;
determining which unseen, auxiliary scrollable image viewer contains the
new, related project document selected for viewing;
loading the coordinate data and navigation key for the new, related
project document selected for viewing;
using the navigation key of the new, related project document selected
for viewing to identify new related project documents based upon review of
document coordinates for all project documents;
creating a new background thread for each new related project document
to facilitate the. loading of each new related project document into the unseen,
auxiliary scrollable image viewers;
loading the new, related project document selected for viewing into the
main scrollable image viewer;
populating the properties panel on said portable dataport with
information about the new, related project document selected for viewing;
updating the status of navigation buttons on said portable dataport
based upon the new identified related project documents;

loading the new identified related project documents into the unseen,
auxiliary scrollable image viewers, and
displaying the related project document selected for viewing.
24. The method of claim. 23, further comprising the steps of:
saving user-identified document viewing parameters of the prior project
document, loaded for viewing in the main scrollable image viewer; and
applying said user-identified document viewing parameters to the new,
related project document selected for viewing.
25. The method of claim 23, further comprising the steps of:
reviewing the prior related project documents to determine if they remain
related project documents; and
deleting the prior related project documents in the unseen, auxiliary
scrollable image viewers that are not determined to be new identified related
project documents.
26. A method of using a portable dataport for document retrieving, interrelating,
annotating and managing, comprising the steps of:
converting a population of documents into an electronically codeable
format;
coding said electronic documents with document data and related
document fields;
loading said electronic documents onto an electronic document storage
device associated with said portable dataport; and,
using a view manager, with at. least a one-dimensional grid, said grid
corresponding to said document fields for navigation to related documents, wherein

said view manager is electronically linked to said electronic document storage
device to retrieve, inter-relate, annotate and manage said documents.
27. The method of claim 26, wherein said electronic document storage device
is integral with said portable dataport.
28. The method of claim 26, wherein at least a two-dimensional grid is used.
29. The method of claim 26, wherein a three or more dimensional grid is
used.
30. The method of claim 26, wherein said portable dataport is selected from
the group consisting of a tablet personal computer, a notebook personal computer
and a desktop personal computer.
31. The method of claim 26, further comprising the step of retrieving said
documents through a design grid view.
32. The method of claim 26, further comprising the step of retrieving said
documents through a design details table view.
33. The method of claim 26, further comprising the step of allowing a user to
toggle back and forth from a currently viewed document to a previously viewed
document.
34. The method of claim 26, further comprising the step of using said view
manager to take a snapshot of a particular portion of said document, wherein said
snapshot is represented and recorded as a transparent overlay of a currently
viewed document such that annotations can be made to said document.
35. The method of claim 26, further comprising the step of using said view
manager to bookmark a particular portion of said document, wherein said

bookmark is represented and recorded as a transparent overlay of a currently
viewed document such that annotations can be made to said document.
36. The method of claim 26, further comprising the step of using said view
manager to create and organize a permanent record annotation layer, wherein said
permanent record annotation layer is represented and recorded as a transparent
overlay of a currently viewed document such that annotations can be made to said
document.
37. The method of claim 26, wherein said portable dataport is used to create
and organize an action items list related to the document currently being viewed.
38. The method of claim 26, wherein said portable dataport is used to interrelate
and electronically link permanent record annotation layers, action item lists,
snapshots and bookmarks together to create a field request for information.
39. The method of claim 26, further comprising the steps of using a field
communication tool to track and electronically communicate said field request for
information to intended recipients and revising electronically stored documents, as
needed, in response to review of said field request for information..
40. The method of claim 26, further comprising the step of wirelessly
synchronizing said portable dataport to a remote, host server to provide the ability
to load real-time documents onto said electronic document, storage device
associated with said portable dataport.
41. The method of claim 40, wherein said wireless synchronization is used to
access and store up-to-date secondary project elements, and wherein said
secondary project elements are selected from the group consisting of users,
contacts, security access, software and developmental tools.

42. The method of claim 26, further comprising the step of using said
portable dataport to order materials while on a job site.
43. The method of claim 26, further comprising the step of providing a voice
recognition function.
44. The method of claim 26, further comprising the step of providing a
photograph taking function.
45. A method of using a portable dataport for project document retrieving,
inter-relating, annotating and managing, comprising the steps of:
coding electronic project documents with document data and related
document fields;
loading electronic project documents onto an electronic document
storage device associated with said portable dataport; and,
using a view manager, having at least a one-dimensional grid and at
least two scrollable image viewers, said grid corresponding to said document fields,
and wherein said view manager is electronically linked with said electronic
document storage device to retrieve, inter-relate, annotate and manage said project
documents wherein as an individual projectg document is loaded for viewing, said
document is loaded within a main scrollable image viewer and at least one related
document is loaded in at least one unseen, auxiliary scrollable image viewer to
reduce lag time in the navigation to related project, documents.
46. A method of creating and using a view manager, running on a portable
electronic device, comprising the steps of:
coding electronically stored project documents using a grid, said grid has
at least one dimension, said grid corresponding to related project document fields

for navigation to related project documents, wherein said coding is accomplished
through at least two scrollable-image-viewers and caching said electronically stored
projects documents;
loading said coded electronic project documents onto an electronic
document storage device associated with said portable electronic device;
archiving said electronically stored project documents in said at least
one-dimensional grid for viewing; and,
inter-relating each said archived document with other related documents
on said at least one-dimensional grid;
whereby a user has the ability to navigate from each said archived
document currently being viewed to said related documents using one or more
navigation buttons on said portable electronic device and wherein as an individual
project document is loaded for viewing, said document is loaded within a main
scrollable image viewer and related documents are loaded in unseen, auxiliary
scrollable image viewers to reduce lag time in the navigation to related project
documents.
47. . A portable dataport for project document retrieving, inter-relating
annotating and management comprising:
an electronic document storage device associated with said portable
dataport, for storing a population of coded electronic project documents; and,
a view manager, having at least a one-dimensional grid, for project
document loading and retrieval, said at least one dimensional grid corresponding
to electronic document fields for navigation to related project documents, wherein
said view manager is electronically Jinked to said electronic project document

storage device to retrieve, inter-relate, annotate and manage said documents and
wherein as an individual project document is loaded for viewing, said document is
loaded within a main scrollable image viewer and related documents are loaded in
unseen, auxiliary scrollable image viewers to reduce lag time in the navigation to
related project documents.
48. The portable dataport of claim 47, wherein said electronic document
storage device is integral with said portable dataport.
49. The portable dataport of claim 47, wherein said electronic document
storage device is external to said portable dataport.
50. The portable dataport of claim 47, wherein at least a two-dimensional
grid is used.
51. The portable dataport of claim 47, wherein a three or more dimensional
grid is used.
52. The portable dataport of claim 47, wherein said portable dataport is
selected from the group consisting of a tablet personal computer, a notebook
personal computer and a desktop personal computer.
53. The portable dataport of claim 47, wherein said portable dataport
retrieves said documents through a design grid view.
54. The portable dataport of claim 47, wherein said portable dataport
retrieves said documents through a design details table view.
55. The portable dataport of claim 47, wherein said portable dataport allows
a user to toggle back and forth from a currently viewed document to a previously
viewed document.

56. The portable dataport of claim 47, wherein said portable dataport, using
said view manager, takes a snapshot of a particular portion of a currently viewed
document, wherein said snapshot is represented and recorded as a transparent
overlay of said currently viewed document such that annotations can be made to
said document.
57. The portable dataport of claim 47, wherein said portable dataport, using
said view manager, bookmarks a particular portion of said currently viewed
document, wherein said bookmark is represented and recorded as a transparent
overlay of said currently viewed document such that annotations can be made to
said document.
58. The portable dataport of claim 47, wherein said portable dataport, using
said view manager, creates and organizes a permanent record annotation layer on
a currently viewed document, wherein said permanent record annotation layer is
represented and recorded as a transparent overlay of said currently viewed
document such that annotations can be made to said document.
59. The portable dataport of claim 47, wherein said portable dataport creates
and organises an action items list related to a currently viewed document.
60. The portable dataport of claim 47, wherein said portable dataport inter-relates
and electronically links permanent record annotation layers, action item
lists, snapshots and bookmarks together to create a field request for information.
61. The portable dataport of claim 47, further comprising a field
communication tool to track and electronically communicate a field request for
information to intended recipients.

62. The portable dataport of claim 61, further comprising a means to revise
electronically stored documents, as needed, in response to review of said field
request for information.
63. The portable dataport of claim 47, wherein said portable dataport
wirelessly synchronizes to a remote, host server to provide the ability to load real-time
documents onto said portable dataport.
64. The portable dataport of claim 63, wherein said wireless synchronization
is used to access and store up-to-date secondary project elements, and wherein
said secondary project elements are selected from the group consisting of users,
contacts, security access, software and developmental tools.
65. The portable dataport of claim 47, further comprising a materials
ordering function for use when a user is on a job site.
66. The portable dataport of claim 47, further comprising a voice recognition
means.
67. The portable dataport of claim 47, further comprising a photograph
taking means.
68. The portable dataport of claim 47, wherein said view manager project, in
connection, with document loading and retrieval:
retrieves all coded documents associated with a project from said
electronic document storage device;
creates a data structure that contains coordinate data and navigations
keys for each coded project document;

creates scrollable image viewers for an identified project document and
all related projects documents based upon the coordinate data for said project
documents;
creates a hash map for containing said scrollable image viewers; and
creates a hash map for containing cardinality keys corresponding to the
coordinate data for said identified and related project documents.
69. The portable dataport of method of claim 47, wherein said view manager,
in connection with the loading an individual project document for viewing:
identifies an individual project document for viewing;
loads the coordinate data and navigation key for the individual project
document from the data structure;
uses the navigation key of the individual project document to identify
related project documents based upon review of the document coordinates for all
project documents;
creates a background thread for each related project document to
facilitate the loading of said related project documents from the data structure and
into the unseen, auxillary scrollable image viewers;
loads the individual project document selected for viewing into the main
scrollable image viewer;
populates a properties panel on said portable dataport with information
about the individual project document identified for viewing;
updates the status of navigation buttons on said portable dataport based
upon the identified related project documents;

loads the related project documents into the unseen, auxiliary scrollable
image viewers, and
displays the currently viewed document.
70. The method of claim 47, wherein said view manager, in connection with
navigation from an individual project document to a related project document:
selects a new, related project document for viewing;
determines which unseen, auxiliary scrollable image viewer contains the
new, related project document selected for viewing;
loads the coordinate data and navigation key for the new, related project
document selected for viewing;
uses the navigation key of the new, related project document selected for
viewing to identify new related project documents based upon review of document
coordinates for all project documents;
creates a new background thread for each new related project document
to facilitate the loading of new related project documents into the unseen,
auxiliary scrollable image viewers;
loads the new, mlated project document selected for viewing into the
main scrollable image viewer;
populates the properties panel on said portable dataport with
information about the new, related project document selected for viewing;
updates the status of navigation buttons on said portable dataport based
upon the new identified related project documents;
loads the new identified related project documents into the unseen,
auxiliary scrollable image viewers, and

displays the related project document selected for viewing.
71. The method of claim 70, wherein said view manager, in connection with
navigation from an individual project document to a related project document
further:
saves user-identified document viewing parameters of the prior project
document loaded for viewing in the main scrollable image viewer; and
applies said user-identified document viewing parameters to the new,
related project document selected for viewing.
72. The method of claim 71, wherein said view manager, in connection with
navigation from an individual project document to a related project document
further:
reviews the prior related project documents to determine if they remain
related project documents; and
deletes the prior related project documents in the unseen, auxiliary
scrollable image viewers that are not determined to be new identified related
project documents.

A method and device for using a portable dataport for electronic document retrieving, annotating, inter-relating, and managing,
comprising a view manager having an at least
one- dimensional grid (see Figure 11). The view manager and grid (see Figure 11) provide
document interrelation and management in a user friendly fashion. The view manager is electronically linked to an electronic document
storage device to retrieve, inter-relate, annotate and manage the documents.

Documents:

http://ipindiaonline.gov.in/patentsearch/GrantedSearch/viewdoc.aspx?id=FZM+2HkQeF7JEKybPcRF6w==&loc=wDBSZCsAt7zoiVrqcFJsRw==


Patent Number 271232
Indian Patent Application Number 3449/KOLNP/2008
PG Journal Number 07/2016
Publication Date 12-Feb-2016
Grant Date 10-Feb-2016
Date of Filing 25-Aug-2008
Name of Patentee FASTTAC INC.
Applicant Address 10475, PERRY HIGHWAY, SUITE 107, WEXFORD, PA 15090 UNITED STATES OF AMERICA,
Inventors:
# Inventor's Name Inventor's Address
1 PRESLEY, SCOTT 331 MCULLY STREET, PITTSBURG, PA 15216
2 STEEB, RAYMOND, H. III 10185 WOODBURY DRIVE, WEXFORD, PA 15090
3 STEEB, RAYMOND, H. III 10185 WOODBURY DRIVE, WEXFORD, PA 15090
4 MCHUGH DAVID, P. 120 TURKEY ROAD, VENETIA, PA 15367
PCT International Classification Number G06F 17/30
PCT International Application Number PCT/US2007/002649
PCT International Filing date 2007-01-30
PCT Conventions:
# PCT Application Number Date of Convention Priority Country
1 60/763,208 2006-01-30 U.S.A.