Footnote Formatting in Multi-Section Documents

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Solution Overview

Problem

Current document editing software systems face challenges in intelligent formatting of footnotes, particularly in multi-user environments, where footnotes often get split across pages, and version control is cumbersome, hindering simultaneous editing by multiple users.

Innovation Solution

A computer-implemented system that provides a graphical user interface for creating and editing footnotes, allowing multi-user access with sections that can be active, inactive, or locked, ensuring footnotes reside on a single page and are automatically updated, with real-time formatting and numbering adjustments.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If footnotes are allowed to reference multiple sections on multiple pages, then the flexibility and adaptability of footnote placement is improved, but footnotes may get split across pages causing formatting issues

Engineering Contradiction:
Improvefootnote placement flexibilityVSAvoidfootnote formatting consistency
Core Design Contradiction:
Adaptability or versatilityVSManufacturing precision

Solution Approach 1:

The system segments the document into multiple sections that can be independently managed. Each section can have its own footnote references, and the footnote formatting is applied segment-wise rather than globally, allowing flexible placement while maintaining consistent formatting within each segment.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system adds a section dimension to footnote management, allowing footnotes to be associated with specific sections rather than just pages. This multi-dimensional approach (section + page) enables footnotes to reference multiple sections while maintaining proper formatting by resolving references to specific section contexts.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

2Productivity

If multi-user access is enabled for simultaneous document editing, then the productivity and collaboration efficiency is improved, but version control becomes cumbersome and complex

Engineering Contradiction:
Improvesimultaneous editing efficiencyVSAvoidversion control complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system segments the document into multiple independent sections that can be edited by different users simultaneously. Each section has its own version control context, allowing parallel editing without conflicts. This segmentation eliminates the need for complex global version control while enabling simultaneous multi-user productivity.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system introduces section-level locking and coordination mechanisms as intermediaries between multiple users. Rather than managing complex global version control, the intermediary section locks allow users to work independently on different sections, automatically resolving potential conflicts without requiring complex version control protocols.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Reliability

If section-level access control is implemented with active, inactive, and locked states, then the security and reliability of document editing is improved, but the ease of operation for users is reduced

Engineering Contradiction:
Improvedocument editing securityVSAvoiduser interface simplicity
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The system applies different access control qualities to different sections of the document rather than uniformly to the entire document. Each section can be independently set to active, inactive, or locked state, allowing fine-grained security control. This local quality approach maintains simplicity by letting users control only the sections they need to protect while leaving other sections freely editable.

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS9606968B2Footnote formatting and layout of multi-section documents
Publication Date: 2017.03.28 WORKIVA INC
  • US9606968B2 patent drawing
  • US9606968B2 patent drawing
  • US9606968B2 patent drawing

AI summary

A computer implemented system provides intelligent formatting of footnotes in electronic documents. The system includes a display device that displays an electronic document in a graphical user interface, a user interface, and a processor. The processor controls the display device and the user interface to display, in response to user input, a footnote editing interface that allows a user to create new footnotes and edit existing footnotes. The system provides multi-user access to a single document in which individual sections of the document may be in active, inactive, and/or locked states, where users perform activities as permitted by a combination of user authorization rights and these states. The footnotes may reference multiple sections on one or more pages of a document, are formatted so that each footnote resides on only a single page, and may display an obscured or blank area for footnotes originating in other sections.