Knowledge Transfer Graph Playback for Annotation Handoffs

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Solution Overview

Problem

Collaborators face difficulties in effectively transferring knowledge and annotations between users in collaboration environments with ill-defined and non-routine goals and tasks, particularly when working on complex data sets, as conventional revision control systems fail to convey strategy or process accurately.

Innovation Solution

A method for playback of sense-making operations involving the recording and rendering of user actions as timeline steps, enabling accurate handoff of annotation strategies through a graphical user interface that displays a sequence of timeline steps and generates an annotation graph based on user interactions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If conventional revision control systems are used to track changes in collaboration environments, then changes to data sets can be monitored, but knowledge transfer and handoff between collaborators in environments with ill-defined and non-routine goals cannot be effectively conveyed

Engineering Contradiction:
Improveknowledge transferVSAvoidapplicability to ill-defined tasks
Core Design Contradiction:
Loss of informationVSAdaptability or versatility

Solution Approach 1:

The system creates a copy of the collaborator's workspace state including annotations, visualizations, and metadata at specific points in time. This copied state can be transferred to other collaborators, allowing them to understand the thought process and strategy without directly observing the original collaborator's screen or receiving verbal explanations.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The system introduces an intermediary layer that captures and structures the sense-making process between collaborators. This intermediary layer includes automated annotations, timeline records, and contextual metadata that mediate the knowledge transfer, making implicit strategies explicit and transferable without requiring direct interpersonal communication.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If collaborators separate by time and distance perform handoff, then geographic flexibility is achieved, but accurate transfer of process and strategy information becomes difficult

Engineering Contradiction:
Improvegeographic flexibilityVSAvoidprocess and strategy information
Core Design Contradiction:
Ease of operationVSLoss of information

Solution Approach 1:

The system performs preliminary capture and structuring of the workspace state, annotations, and contextual metadata before the handoff occurs. By preparing the knowledge transfer package in advance with all relevant contextual information embedded, the system ensures that when collaborators separate by time and distance, the complete process and strategy information is already packaged and ready for accurate transfer.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system adds temporal and contextual dimensions to the handoff process by recording timestamps, session metadata, and evolutionary state of annotations. This transforms the handoff from a simple data transfer to a multi-dimensional knowledge package that includes when, how, and why certain annotations were made, enabling accurate strategy transfer across time and distance separations.

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

3Productivity

If complex sense-making operations are used to analyze large data sets, then analytical depth is improved, but handoff of annotation sets between collaborators becomes more difficult to decipher

Engineering Contradiction:
Improveanalytical depthVSAvoidannotation set decipherability
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The system dynamically structures annotation sets with embedded metadata that adapts to the complexity of the analysis. As annotations become more complex, the system automatically adds contextual layers including relationships between annotations, temporal sequences, and strategic categorizations. This dynamic structuring maintains decipherability even as analytical depth increases by organizing complex annotations in a structured, queryable format with embedded context.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system segments complex annotation sets into manageable units with clear hierarchical relationships. Annotations are divided into categories, subcategories, and relationships that can be independently understood and reassembled. This segmentation allows collaborators to decipher specific portions of the analysis without needing to understand the entire complex annotation set at once, making handoff more manageable while preserving analytical depth.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS12608397B2Handoff support in asynchronous analysis tasks using knowledge transfer graphs
Publication Date: 2026.04.21 AUTODESK INC
  • US12608397B2 patent drawing
  • US12608397B2 patent drawing
  • US12608397B2 patent drawing

AI summary

One embodiment of the present application sets forth a method for playback of a sense-making operation. The method includes receiving first session data that includes a set of timeline steps. Each timeline step included in the set of timeline steps corresponds to a user action performed on a data set. The method further includes receiving a playback command to display a first sequence of timeline steps included in the set of timeline steps. The method further includes rendering a first graph for display based on at least one timeline step included in the first sequence of timeline steps.