Shell Document TOC Synchronization for Accurate SAP Transfer

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Solution Overview

Problem

Inefficient and inaccurate transfer of information from biostatistician-authored shell documents to programmer-generated tables of contents (TOCs) due to lack of direct communication and manual transcription, leading to discrepancies and collaboration challenges between biostatisticians and programmers.

Innovation Solution

A Microsoft Word add-in (ShellTOC) that automates the management and synchronization of shell documents and TOCs, allowing for two-way synchronization, quick editing of shell information, and conflict resolution, with features like quick edit functions and audit trails to ensure accurate and efficient transfer of data.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If manual transcription is used to transfer information from shell documents to TOCs, then collaboration between biostatisticians and programmers is maintained, but accuracy and efficiency deteriorate due to human error and time consumption

Engineering Contradiction:
Improveaccuracy of information transferVSAvoidtime for manual transcription
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent replaces the manual mechanical transcription process with an automated computer-based system. The shellTOC add-in automatically extracts information from shell documents and populates TOCs, eliminating manual copying and reducing both time consumption and human error. This substitution of mechanical manual work with automated computational processes directly resolves the contradiction between accuracy and time loss.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The patent introduces an intermediary system (shellTOC add-in) that mediates between shell documents and TOCs. This intermediary automatically transfers information, ensuring accuracy while reducing time loss. The intermediary acts as a bridge that eliminates the need for manual transcription while maintaining data integrity between the two systems.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Productivity

If manual transcription is used to transfer information from shell documents to TOCs, then flexibility in collaboration is maintained, but productivity deteriorates due to repetitive manual work

Engineering Contradiction:
Improveefficiency of information transferVSAvoidcomplexity of synchronization system
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent replaces complex manual coordination processes with a simplified automated system. The shellTOC add-in handles all synchronization tasks automatically, improving productivity while the complexity is managed through user-friendly interfaces and automated conflict resolution algorithms, rather than requiring complex manual coordination protocols.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The system enables self-service automation where the shellTOC add-in independently performs information extraction, transfer, and synchronization without requiring manual intervention. The system automatically detects changes, resolves conflicts, and updates both shell documents and TOCs, improving productivity while keeping the complexity hidden from users through automated self-management.

Inventive Principle:
Principle #25Self-service

3Stability of the object's composition

If two-way synchronization is implemented between shell documents and TOCs, then consistency is improved, but system complexity increases due to conflict resolution requirements

Engineering Contradiction:
Improveconsistency between shell document and TOCVSAvoidcomplexity of synchronization mechanism
Core Design Contradiction:
Stability of the object's compositionVSDevice complexity

Solution Approach 1:

The patent implements feedback mechanisms where the shellTOC add-in continuously monitors both shell documents and TOCs for changes. When changes are detected, the system provides feedback about potential conflicts and automatically resolves them or prompts users for resolution. This feedback loop ensures consistency while managing complexity through automated monitoring and resolution protocols.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The patent performs preliminary actions by automatically detecting potential conflicts before they cause inconsistency. The system proactively identifies changes in either shell documents or TOCs and preemptively resolves conflicts or notifies users, preventing inconsistency rather than reacting to it. This preliminary action approach maintains consistency while managing complexity through preventive automation.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS20260023921A1Systems and methods of shelltoc to manage and automate shell documents and toc
Publication Date: 2026.01.22 CAO YUEHUA
  • US20260023921A1 patent drawing
  • US20260023921A1 patent drawing

AI summary

A system for creating tables of contents (TOC) from shells stored in libraries or via manual addition to a document is provided. The accesses a shell template library, extracts selected shells from the library, creates a shell document or statistical analysis plan (SAP) document in Microsoft Word by inserting the selected shells or via manual addition to a document, and creates a TOC in Microsoft Excel or in a SQL database based on the shell document created in Word. The system creates the table of contents by receiving information exported from the shell document. The exported information comprises at least two of shell type, number, title, subtitle, footnote, and comments. Custom fields of the application are eligible for exporting into the table of contents document. The table of contents is alternatively created in a database.