# Patent

## Title
Methods and systems for imaging device form field management

## Abstract

Aspects of the present invention relate to systems, methods and devices for modifying and managing form documents with an application that receives input from an imaging device user interface and from other sources. Some aspects relate to a input field definition file that is transmitted to the imaging device and which comprises display parameters and UI options for prompting a user for field input and as well as instructions for obtaining field data from other sources.

## Background
RELATED REFERENCES
This application is a continuation of U.S. patent application Ser. No. 11/256,493, entitled “Methods and Systems for Imaging Device Document Modification,” filed on Oct. 21, 2005 which is a continuation-in-part of:
U.S. patent application Ser. No. 11/192,615, entitled “Methods and Systems for Providing Remote File Structure Access on an Imaging Device,” filed on Jul. 29, 2005;
U.S. patent application Ser. No. 11/233,270, entitled “Methods and Systems for Imaging Device Display Standardization,” filed on Sep. 22, 2005;
U.S. patent application Ser. No. 10/962,248, entitled “Methods and Systems for Imaging Device Remote Application Interaction,” filed on Oct. 8, 2004;
U.S. patent application Ser. No. 10/961,793, entitled “Methods and Systems for Imaging Device Remote Form Management,” filed on Oct. 8, 2004;
U.S. patent application Ser. No. 10/961,911, entitled “Methods and Systems for Imaging Device Remote Location Functions,” filed on Oct. 8, 2004;
U.S. patent application Ser. No. 10/961,594, entitled “Methods and Systems for Imaging Device Remote document Management,” filed on Oct. 8, 2004; and
U.S. patent application Ser. No. 10/962,103, entitled “Methods and Systems for Imaging Device Document Translation,” filed on Oct. 8, 2004;
and which claims the benefit of U.S. Provisional Patent Application No. 60/704,066, entitled “Methods and Systems for Imaging Device Applications,” filed Jul. 28, 2005.


BACKGROUND OF THE INVENTION
Imaging devices such as printers, copiers, scanners and fax machines can have a wide array of functions and capabilities to fit specific uses or combinations of uses. Imaging devices often take the form of a multi-function peripheral device (MFP) that combines the functions of two or more of the traditionally separated imaging devices. An MFP may combine any number of imaging devices, but typically comprises the functions of a printer, scanner, copier and fax machine.
Some imaging devices may contain computing resources for data storage and processing such as processors, hard disk drives, memory and other devices. As imaging devices add more features and functions, they become more costly and complex.
More complex imaging devices and MFPs may comprise network connectivity to provide communication with other computing devices, such as personal computers, other imaging devices, network servers and other apparatus. This connectivity allows the imaging device to utilize off-board resources that are available on a connected network.
Imaging devices typically have a user input panel with an array of buttons, knobs and other user input devices. Some devices also have a display panel, which can be for display only or can be a touch panel display that enables user input directly on the display.
Devices with touch panel displays or displays with buttons arranged in cooperation with the display can display menu data that may be selected by user input. This menu data is typically driven by an on-board server module within the imaging device.
BRIEF SUMMARY OF THE INVENTION
Embodiments of the present invention comprise systems, methods and devices for interacting with a remote computing device from an imaging device. These embodiments comprise remote computing devices configured to communicate with imaging devices, imaging devices configured to communicate with remote computing devices and systems comprising various combinations of remote computing devices in communication with imaging devices.
Embodiments of the present invention comprise systems and methods for modifying documents with an imaging device. Some of these methods comprise the entry of document field data through an imaging device user interface. Some of these methods comprise automated entry of document field data.
The foregoing and other objectives, features, and advantages of the invention will be more readily understood upon consideration of the following detailed description of the invention taken in conjunction with the accompanying drawings.



BRIEF DESCRIPTION OF THE SEVERAL DRAWINGS
FIG. 1 is a diagram of an embodiment of the present invention comprising an imaging device in connection with a remote computing device;
FIG. 2 is an image of an exemplary user interface for an imaging device;
FIG. 3 shows an exemplary imaging device;
FIG. 4 is a chart depicting steps of an imaging device method;
FIG. 5 is a chart depicting steps of an imaging device method using a markup language;
FIG. 6 shows an exemplary remote computing device embodiment;
FIG. 7 is a diagram showing components of an exemplary remote computing device;
FIG. 8 is a chart showing steps of a remote computing device method;
FIG. 9 is a chart showing steps of a remote computing device method using a markup language;
FIG. 10 is a diagram showing a system comprising multiple imaging devices in connection with a remote computing device;
FIG. 11 is a chart showing steps of a method that may be employed by the system depicted in FIG. 10.
FIG. 12 is a diagram showing elements of a system embodiment of the present invention;
FIG. 13 is a chart showing the steps of an exemplary document modification method;
FIG. 14 is a chart showing the steps of an exemplary document modification method using user characteristic data;
FIG. 15 is a chart showing the steps of an exemplary document modification method comprising user characteristic input and document selection;
FIG. 16 is a chart showing the steps of an exemplary document modification method wherein supplemental user data is retrieved;
FIG. 17 is a chart showing the steps of an exemplary document modification method comprising a user query;
FIG. 18 is a chart showing the steps of an exemplary document modification method comprising document display on an imaging device;
FIG. 19 is a chart showing the steps of an exemplary document modification method using XML and SOAP;
FIG. 20 is a chart showing the steps of an exemplary document modification method comprising remote menu data;
FIG. 21 is a chart showing the steps of an exemplary document modification method executed by an imaging device;
FIG. 22 is a chart showing the steps of an exemplary document modification method executed by a remote computing device;
FIG. 23 is a chart showing the steps of an exemplary document modification method executed by an imaging device wherein remote data is accessed;
FIG. 24 is a chart showing the steps of an exemplary document modification method executed by a remote computing device wherein remote date is accessed;
FIG. 25 is a chart showing the steps of an exemplary document modification method comprising remote menu data and remote document modification;
FIG. 26 is a chart showing the steps of an exemplary document modification method comprising document content modification on an imaging device with output to a destination;
FIG. 27 is a chart showing the steps of an exemplary document modification method comprising document content modification on an imaging device with document output through an imaging device function;
FIG. 28 is a chart showing the steps of an exemplary document modification method comprising document content modification on an imaging device with remote document storage;
FIG. 29 is a chart showing an exemplary form fill application;
FIG. 30 is a chart showing an exemplary form request procedure;
FIG. 31 is a chart showing an exemplary form fill procedure;
FIG. 32 is a chart showing the steps of an exemplary form fill method with IDev UI interaction; and
FIG. 33 is a chart showing the steps of an exemplary form fill method comprising IDev UI interaction and appending form file field data.



DETAILED DESCRIPTION
Embodiments of the present invention will be best understood by reference to the drawings, wherein like parts are designated by like numerals throughout. The figures listed above are expressly incorporated as part of this detailed description.
It will be readily understood that the components of the present invention, as generally described and illustrated in the figures herein, could be arranged and designed in a wide variety of different configurations. Thus, the following more detailed description of the embodiments of the methods and systems of the present invention is not intended to limit the scope of the invention but it is merely representative of the presently preferred embodiments of the invention.
Elements of embodiments of the present invention may be embodied in hardware, firmware and/or software. While exemplary embodiments revealed herein may only describe one of these forms, it is to be understood that one skilled in the art would be able to effectuate these elements in any of these forms while resting within the scope of the present invention.
Embodiments of the present invention comprise interfaces and architecture that integrate imaging devices with remote computing device applications and environments to provide solutions that may not be possible solely with an imaging device alone. Some embodiments comprise an infrastructure and set of interfaces that allow applications on a network to programmatically control imaging device functions and interact with a user through an imaging device input panel. Software functions that are not practical within the imaging device can be performed on the server but are accessible from the imaging device.
For the purposes of this specification and claims, an imaging device (IDev) may be described as a device that performs an imaging function. Imaging functions comprise scanning, printing, copying, image transmission (sending and receiving), image conversion and other functions. Exemplary imaging devices comprise printers, copiers, facsimile machines, scanners, computing devices that transmit, convert or process images and other devices. An IDev may also perform multiple imaging functions. For example, and not by way of limitation, a multi-function peripheral device (MFP), which typically has the capability to perform a plurality of functions comprising a printer, scanner, copier and/or a facsimile machine or image transmitter/receiver, is a type of imaging device. Other MFP imaging devices may comprise other combinations of functions and still qualify as an IDev.
For the purposes of this specification and claims, a remote computing device (RCD) is a device capable of processing data and communicating with other devices through a communications link. An RCD is a remote device because it requires a communications link, such as a network connection, a telephone line, a serial cable or some other wired or wireless link to communicate with other devices such as an imaging device. Some exemplary RCDs are network servers, networked computers and other processing and storage devices that have communications links.
Some embodiments of the present invention may be described with reference to FIGS. 1 & 2. These embodiments comprise an imaging device (IDev) 4 that may be a multi-function peripheral device (MFP) or a single function device. The imaging device 4 further comprises a user interface (UI) panel 2, which may comprise input buttons 14 and a display device or may comprise a touch panel system with or without buttons 14. User input and display may also be performed through a separate UI device 8, which may be connected to the imaging device 4 by a communication link 12, such as a USB connection, a network cable, a wireless connection or some other communications link. UI device 8 may comprise an input device, such as a keyboard or buttons as well as a display device, which may also be a touch screen panel. UI device 8 may also comprise an interface for transfer of instructions that are input to the device 8 from a remote input device. This form of UI device 8 may comprise memory sticks, USB memory cards and other storage devices that may be configured to store input for transfer to an imaging device.
These embodiments further comprise a remote computing device (RCD) 6 that is linked to the imaging device 4 via a communications link 10, such as a network connection. This network connection may be a typical wired connection or a wireless link.
Embodiments of the present invention may provide menu data from the RCD 6 to the imaging device UI panel 2 or remote panel 8 via the network connection 10. Once this menu data is fed to the imaging device 4, an UI panel 2, 8 on the imaging device 4 may be used to interact with applications that run on the remote computing device 6. User input received from UI panels 2, 8 may be returned directly to the remote computing device 6.
A Web Service is a software application identified by a Uniform Resource Identifier (URI), whose interfaces and binding are capable of being defined, described and discovered by Extensible Markup Language (XML) artifacts and supports direct interactions with other software applications using XML based messages via Internet-based protocols.
An application on the remote computing device 6 may use one or more Web Services to control various features in the imaging device 4, such as enabling, disabling or setting device values or controlling device functions.
Embodiments of the present invention allow network applications running on remote computing devices to interact with the user of the imaging device through the imaging device I/O panel. These embodiments allow imaging device user interface (UI) control (i.e., touch panel, button/display) by applications. Some embodiments may also integrate custom display screens or menus with the native imaging device UI. Embodiments may hand off control of imaging device functions between standard operation modes performed on the imaging device in response to user input to an imaging device UI and open systems modes that utilize network resources, such as applications on RCDs, through user input at the imaging device UI.
Embodiments of the present invention comprise network-based applications that have full control over the imaging device UI to display text and graphics in any format. In these embodiments, the application can programmatically display buttons, textboxes, graphics, etc. in any layout desired.
In some embodiments, the UI layout is easy to program using a standard language, such as a markup language. These languages comprise Hypertext Markup Language (HTML), Extensible Markup Language (XML), Wireless Markup Language (WML), Extensible Hypertext Markup Language (XHTML) and other languages.
In some embodiments of the present invention a remote computing device application or server application is able to request a keyboard UI to be displayed on the imaging device display 12, 8. In some embodiments, this functionality is available on the imaging device and does not need to be recreated by remote computing device applications. In some embodiments, the remote computing device may define the keyboard prompt and default values. These embodiments may comprise a remote computing device that is able to rename imaging device UI buttons, such as the OK and Cancel buttons as well as define additional buttons.
In some embodiments, menu templates may be served to the imaging device UI by the imaging device itself 4 or from a remote computing device 6.
External Authorization Application
Some embodiments of the present invention may comprise a remote computing device application that is registered as the External Authorization server. The External Authorization application may control access to the imaging device and may have top-level control of the UI. UI control may be given to this application in the same manner that control is given to an internal auditor.
In these embodiments, when an imaging device system boots, it checks to see if an External Authorization application is registered. If so, the imaging device is placed in disabled mode and the application is contacted to take control of the UI. If the External Authorization server is not available, an error message may be displayed and the device may remain disabled. The imaging device may periodically try to contact the External Authorization server until it is available. Table 1 below describes what entity has control of the UI, in an exemplary embodiment, when the device is in a disabled state.







TABLE 1







UI Control in Disabled State











Indicator


Button Press
UI Control
Lights





Device boots
External Application
None


Document Filing
External Application
None


Image Send
External Application
None


Copy
External Application
None


Job Status
Device - standard Job Status screens
Job Status


Custom Settings
Device - standard Custom Settings
N/A



screens


OS Mode
Not available when device is disabled









Remote Computing Device Applications

In embodiments of the present invention, access to the custom UI panels of imaging devices may vary from application to application. Some solutions, such as Document Management integration, may wish to leverage the native Image Send screens, but display some custom UI's to gather additional information about a scan job. Other solutions, like custom printing applications, may be accessed from a separate mode than the native functions.
In order to accommodate the diversified needs of these solutions applications, embodiments may support multiple integration points for UI control. These integration points are based on a user action (“trigger”) for which applications may register. In some embodiments, applications may be registered with target devices so that the device knows that when “trigger A” occurs on the front panel to contact “remote computing device B” for instructions. In exemplary embodiments, applications may be integrated with an imaging device at any of several “trigger” points.
Remote computing devices may be registered to a specific function and contacted when that function's hardware key is pressed (e.g. Image Send) on the imaging device UI. Any UI information provided by the remote computing device may be displayed instead of the standard function screens native to the imaging device. This trigger may be used for applications that wish to replace the existing functions with completely custom UI's, such as an alternative scan solution or a specialized display, such as a “Section 508” compatible screen or other specialized-need interface that may have large buttons or other accommodations.
In some embodiments, each function on the imaging device may have a menu on the touch screen that remote computing devices, such as servers, can register. This enables solutions applications to provide custom content and still use some of the standard functionality provided by the imaging device. When a button assigned to a custom application is selected, a menu will be displayed with the solutions registered to that function. Users may select the desired solution and the remote computing device will be contacted for instructions.
In some embodiments, a stand-alone RCD mode that provides remote computing device application access can be accessed from the job queue portion of the UI that is displayed on every screen. This trigger point may be used for applications that do not fit within one of the standard device functions, such as custom printing solutions on an imaging device. When the RCD menu is selected, a menu will be displayed with the solutions applications registered to the generic RCD mode. Users will select the desired solution and the remote computing device will be contacted for instructions.
Hardware Key Interaction
In some embodiments of the present invention, when an imaging device is enabled, additional hardware keys may be used to manage the device. Hardware key assignments for an exemplary embodiment are shown in table 2.







TABLE 2







Exemplary Hardware Key Assignments









Button Press
Standard IDev Mode
RCD Mode





Mode keys (Copy,
Clear current job settings, move to
Clear current job settings,


Doc Filing, Image
target screen
move to target screen


Send) and Custom


Settings key


Job Status key
Move to Job Status, maintain
Move to Job Status,



current settings & UI location
maintain current settings &




UI location


Clear (C)
Clears settings
Sends clear event to external




application


Clear All (CA)
Clears settings, cancels job, and
Cancels job and returns to



returns to default IDev screen
default IDev screen




(notification sent to external




application)




**When External




Authorization is controlling




the UI, only notification is




sent


Start
Initiates scan function
Initiates scan function


Number keys
Input for copy count or fax
Not used



numbers


*
Logs user out (disable device
Logs user out (disable



and contact External
device and contact External



Authorization for screens)
Authorization for screens)









In some embodiments, in addition to the * key for logout, a timeout period may be implemented. Some embodiments also comprise an auto clear setting that can be configured for a given period of time, such as 10 to 240 seconds (or disabled). In these embodiments, when there is no activity for the time configured in auto clear, the device may automatically return to disabled mode and attempt to contact a remote computing device to retake control of the UI.
Error & Jam Notifications
Depending on a particular solution, a remote computing device application may have full or only partial control of the imaging device UI and a particular imaging job. In some embodiments, partial control may include cases where a remote computing device is monitoring clicks, but native modes are responsible for the UI interaction and controlling the job. Partial control may also include cases where the remote computing device application is integrated with a native mode (UI trigger=function custom menu). In these embodiments, the imaging device may handle all error and jam notifications with only a notification sent to the relevant remote computing device application.
For some embodiments, in cases where the remote computing device application has full control over the UI and the job, error and jam notifications may be handled differently depending on the type of error. For recoverable errors, a notification may be sent to the remote computing device application and the application may be responsible for displaying messages and resolving the error. For non-recoverable errors, the imaging device and RCD mode may interact to gracefully handle the error condition (e.g. provide user with instructions for clearing jam).
Control Handoffs
In some embodiments, at different points throughout an imaging job, several applications may need control over an imaging device including, but not limited to, an External Authorization application, a standard RCD application, an imaging device native mode and other applications. The following section describes, for an exemplary embodiment, the various steps in an exemplary job, the entities that may have control during each step, and what type of control may be allowed.
Step 1: User provides credentials to access the device at the device UI. This step may be controlled by a remote computing device, such as an External Authorization application or by Internal Accounting (native mode) in the imaging device itself. At the end of this step, the device is enabled. The External Authorization application may also specify default parameters or disable specific job parameters (e.g. default file format is PDF, but user may change; color mode is set to B/W and user may not change).
Step 2: User sets parameters for the job using one of the native imaging device modes or a standard RCD application. At the end of this step the user makes an input to initiate the job. When the input is made, an optional notification may be sent to the standard RCD application, which can then change job parameters if desired. An e-mail application is one example of an application that may request notification when the user input is made. A user may use native Image Send screens or other input to select scan options and choose e-mail recipients. A user may then select a custom application button and choose the scan-to-e-mail option from the menu. The e-mail application may then display custom screens for the user to set permissions for the file. Once a user places the original document(s) on the scanner and initiates the process, the e-mail application may capture the destination parameters set by the user and change the target destination to the e-mail application FTP server. The e-mail application may then receive the file, apply the appropriate permissions, and send to the e-mail recipients selected by the user. A remote computing device application may also want to retake control of the UI at this point, if, as in some embodiments, the application generates thumbnails of the scanned images and displays them to the user for verification.
Step 3: Once the job is initiated, the imaging device is responsible for scanning or RIPing the job and spooling it to the HDD. If the imaging device is configured to authorize jobs with an external authorization application, it may send a click report to the application and wait for instructions. The external authorization application may enable the job for sending/printing, cancel the job, or change job parameters (and then enable). As an example, a rules-based printing application may wish to change job parameters after it receives a click report. Some rules-based printing applications support rules-based printing and scanning that can limit what each user is allowed to do based on the time of day, the destination, or many other parameters. For example, only users in the marketing group may be able to scan high-quality color images. If a user from another group selects color and 600 dpi, a rules-based application may change the parameters to color and 200 dpi. At the end of this step the job should either be authorized or canceled.
Step 4: In some embodiments, this may be an optional step, where the standard RCD application in step 2 may have specified the destination as a HDD for temporary storage. This step may also be used, in some embodiments, by a Java application running on the imaging device. For example, a government office may have a custom encryption application running on the device that takes the scanned document, encrypts it, and then requests the imaging device to send it to the target destination selected by the user in step 2. In some embodiments, it may be beneficial to send a notification to the external authorization application after this step—because the imaging device does not know how long the file will be on the HDD or what the application is going to do with it—and after the send/print step.
Step 5: In the final step, the file is actually output. In typical embodiments, the file is either sent over the network or printed locally. At the end of this step, a notification that the job was successfully completed should be sent to the external authorization application and optionally, to the standard RCD application.
Device Control and Management API's
The API's may be used to allow a remote computing device application to control access to an imaging device for vend applications and to manage the device from a remote location.
Device Control and Vend API
In some embodiments of the present invention, a Device Control and Vend API allows applications to enable and disable access to the device and track click counts. The Device Control and Vend API may provide an RCD with the following controls:
Enable/disable device of function—this may allow an RCD to enable or disable access to the device as a whole or by function to enforce individual user privileges. In some exemplary embodiments, the functions listed in Table 3 may be selectively enabled or disabled by an application.







TABLE 3







Device Functions








Enable/Disable
Description





Copy
Copy function



(Copy button)


Image Send
Scan and fax function, plus send from Doc Filing



(Image Send button)


Document Filing
All access to Document Filing functions



(Document Filing button)


Print
Network prints, pull print from front panel, and



print from Document Filing



(No button control)









Report clicks used—at the end of a successful job, the clicks used may be reported back to an RCD including:







TABLE 4







Job and Page Characteristics

















Fax
PC-
E-mail/

Scan


Item
Copy
Print
Send
Fax
FTP
Broadcast
to HD










JOB Characteristics














Job Mode
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Broadcast
No
No
Yes
Yes
Yes
Yes
No


Manage No.


User Name
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Address
No
No
Yes
Yes
Yes
#
No


Start Time
Yes
Yes
Yes
Yes
Yes
Yes
Yes


End Time
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Total Page
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Result
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Error Cause
No
No
Yes
Yes
Yes
Yes
No


Doc Filing
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Save Mode
*1
*1
*1
*1
*1
*1
*1


File Name
*1
Yes
*1
Yes
Yes
*1
Yes


File Size
Yes
Yes
*1
*1
*1
*1
Yes


Resolution
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Special
Yes
Yes
Yes
No
Yes
Yes
Yes


Finishing
Yes
Yes
No
No
No
No
No


File Format
No
No
No
No
Yes
Yes
No


Compression
No
No
No
No
Yes
Yes
No







PAGE Characteristics














Copy
Yes
Yes
Yes
Yes
Yes
#
Yes


Paper Size
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Simplex/
Yes
Yes
Yes
Yes
Yes
Yes
Yes


duplex


Paper Type
Yes
Yes
Yes
Yes
No
No
Yes


Page
Yes
Yes
Yes
Yes
Yes
Yes
Yes





*1 - Yes when Document Filing is used






Debit mode—in these embodiments, when an application enables the device it may specify if the current job requires authorization. If so, the job will be spooled to memory and click information (e.g., as defined in Table 4) will be sent to an RCD. An RCD will then notify the device if the job should be deleted or output/sent. At this point, the application also has the option of changing job parameters. If the application does not require authorization, the job will continue as normal and a click report will be sent at the end of the job.
Print job accounting—in these embodiments, an RCD may wish to monitor print jobs along with walk-up functions. For print job accounting, an IDev may monitor all incoming print jobs and send accounting data in the PJL header to an RCD for verification before printing the job. The RCD will evaluate the accounting data (or lack thereof) and inform the IDev to continue with or cancel the job.
Report on unidentified jobs—in these embodiments, an RCD may also wish to monitor print jobs that it cannot associate to a specific user, such as device reports and incoming fax jobs. The RCD can register to receive click counts for all unidentified jobs, so that it may bill them to a general account.
Device Management API
In some embodiments of the present invention, a Device Management API allows a network application to remotely setup and manage the imaging device. In exemplary embodiments, the Device Management API may provide an RCD with the following controls:

    
    
        Device status—an RCD may request the current status of the device. This is the same status information as reported on the embedded web pages.
        Device configuration—an RCD can retrieve a list of installed options supported by the device.
        Web Page settings—an RCD application can retrieve and set any of the values that are configurable on the embedded web pages.
        Key Operator Programs—an RCD application can retrieve and set any of the values that are configurable in Key Operator Programs, including software keys.
        Custom Settings—an RCD application can retrieve and set any of the values that are configurable in Custom Settings.
        Job Status—an RCD application can retrieve the current job queue and history information and reprioritize or delete jobs in the queue.
        Click counts—an RCD application can retrieve device total counts and clicks for each function by account code.
        Data Security settings—an RCD application may retrieve the status information on the DSK (e.g. last erase) and initiate data clear functions.
        RED data—an RCD can retrieve all data typically sent in a RED message.
        Remote reboot—an RCD can initiate a reboot of the imaging device.
    
    


The above groupings are provided only as an exemplary embodiment detailing which settings should be included. In some embodiments, actual API's should be grouped by functional areas since there may be overlap between Key Operator settings and web page settings.
Internal Accounting API
In some embodiments, an Internal Accounting API may allow a remote computing device application to configure internal accounting and report click counts. In some exemplary embodiments an Internal Accounting API may include:

    
    
        Set Auditing Options—an RCD may set auditing options including which modes auditing is enabled for, “account number security”, and “cancel jobs of invalid accounts.”
        Manage Account Codes—an RCD can add, edit, or delete account codes
        Account Limits—an RCD application can specify a maximum number of clicks by function for individual account codes or for all account codes
        Account Reset—an RCD application can reset the click count for an individual account or for all accounts
        Retrieve Clicks—an RCD can retrieve the number of clicks by function for each account code

Font and Form Management API

    
    


Some embodiments of the present invention may comprise a Font and Form Management API, which allows an RCD application to remotely download and manage fonts and forms in mass-storage. In some exemplary embodiments, a Font and Form Management API may provide a remote computing device with the following controls:

    
    
        Mass storage control—an RCD application can retrieve mass storage status information including storage capacity, space available, and write-protect mode plus modify write-protect status.
        Resource list—an RCD application can retrieve a list of stored fonts and forms including font or macro ID, font number, font/form name, escape sequence, and file size.
        Download resource—an RCD application can download PCL fonts, PCL macros, and PS fonts and forms. Any special processing that is performed when a resource is downloaded via the web pages will also be performed when the resource is downloaded via Open Systems.
        Delete resource—an RCD application can delete any resource stored in mass storage.
        Upload resources—an RCD application can upload an individual or all resources. On devices where effective memory management is unavailable, a server application can use this function to “defrag” mass storage.
        Font/macro ID's—an RCD application can assign or modify the ID's assigned to PCL fonts and macros.

Firmware Management API

    
    


In some embodiments of the present invention, a Firmware Management API may allow a remote computing device or network application to remotely download and manage the imaging device firmware. In some exemplary embodiments, a Firmware Management API may provide a remote computing device (e.g., a server) with the following controls:

    
    
        Firmware versions—an RCD application can retrieve the current firmware version numbers.
        Service mode—an RCD application can place the MFP in service mode to lockout other jobs that will interfere with firmware upgrade. Upon receiving a service mode request, the IDev will stop accepting incoming jobs, complete all jobs in the queue, and then notify the server that it is in service mode.
        Update firmware—an RCD can download an updated firmware version to the device. If a reboot is necessary, the IDev will perform it automatically when download is complete.
        Download status—the IDev will send a status notification (success/error) to an RCD after firmware download.
        Revert to previous version—if firmware update is not successful, the application can request the IDev to revert to the previous firmware version.
    
    


Device Function API's
In some embodiments of the present invention, device function API's allow a remote computing device application to use existing imaging device functionality to provide new custom solutions.
Image Send API
In some embodiments, an Image Send API may provide the remote computing device application with the following controls:

    
    
        Image Send Parameters—a remote computing device application can get and set values for the following scan and fax parameters:
        
            COLOR OR B/W
            IMAGE MODE—TEXT, TEXT/PHOTO, PHOTO; EXPOSURE LEVEL 
            RESOLUTION 
            FILE FORMAT—FILE TYPE, COMPRESSION, AND PAGES PER FILE 
            ORIGINAL—ORIGINAL SIZE, SIMPLEX/DUPLEX, ROTATE, AND JOB BUILD 
            FILENAME 
            SUBJECT 
            MESSAGE 
            SENDER 
            SCHEDULE SEND TIME 
            PAGE DIVISION (BOOK SCANNING)
            COVER PAGE 
            TRANSMISSION MESSAGE (CONFIDENTIAL, URGENT, ETC.)
            THIN PAPER SCANNING 
            DESTINATION 
            DOCUMENT FILING 
        
        
        Initiate Scan—the remote computing device application can initiate the scan function (same as user pressing start button).
    
    


In some embodiments, a remote computing device can change the default values on the imaging device or the values for the current job. For the current job, the remote computing device may also specify if scan parameters may be modified by the user or not. If one remote computing device application (e.g. Access Control) specifies that a parameter cannot be changed and then a second application (e.g. Document Management) tries to set the parameter, a notification may be sent to the second application and the setting will not be changed.
Print API
In some embodiments, print jobs may be submitted by remote computing device applications using standard printing channels. In some exemplary embodiments, a Print API may provide a remote computing device with the following additional control:

    
    
        PJL sniffing—an RCD application can register with the IDev to be contacted for instructions when a specific PJL command is found in a print job. The RCD can then instruct the IDev to replace the command, cancel the job, or continue printing. This interface may be used in applications like accounting and other-brand compatibility.

Copy API

    
    


In some embodiments of the present invention, a Copy API may provide a remote computing device with the following exemplary controls:

    
    
        Copy Parameters—an RCD application can get and set values for the following copy parameters:
        
            COLOR OR B/W
            EXPOSURE—TEXT, TEXT/PHOTO, PHOTO, SUPER PHOTO; EXPOSURE LEVEL 
            PAPER SELECT (BY TRAY)
            COPY RATIO 
            2-SIDED COPY—1TO1, 1TO2, 2TO2, 2TO1; BINDING EDGE 
            OUTPUT—OUTPUT TRAY, SORT, STAPLE, GROUP, OFFSET 
            ORIGINAL SIZE 
            SPECIAL FUNCTIONS—MARGIN SHIFT, ERASE, PAMPHLET, ETC. 
            DOCUMENT FILING 
        
        
        Initiate Copy—an RCD application can initiate the copy function (same as user pressing start button).
    
    


In some embodiments, a remote computing device can change the default values on the imaging device or the values for the current job. For the current job, the remote computing device may also specify if copy parameters may be modified by the user or not.
Document Filing API
In some embodiments of the present invention, a Document Filing API may provide a remote computing device with the following exemplary controls:

    
    
        Backup/restore—the remote computing device application can import and export a batch file with all Document Filing data. In some embodiments, this package will be in a proprietary format since it contains documents that are password-protected and should not be accessed individually—this is typically for restore in case of failure or cloning to other devices.
        File/folder list—the remote computing device application can retrieve, modify, and create new files and folders to be stored on the IDev (also covered in device management).
        Download file—the remote computing device can download a new file to the Document Filing systems and specify folder, filename, username, and password.
        User list—the remote computing device application can retrieve, modify, and create new users to be stored on the IDev (also covered in device management).
        HDD Status—the remote computing device application can retrieve the current HDD status including the % allocated to the main folder, quick folder, and custom folders and the % remaining.
        Doc Filing Parameters—the remote computing device application can get and set values for storing a file to Doc Filing including:
        
            EXPOSURE 
            RESOLUTION 
            ORIGINAL—SIZE, SIMPLEX/DUPLEX 
            FILE INFORMATION—USERNAME, FILENAME, FOLDER, CONFIDENTIAL, PASSWORD 
            SPECIAL MODES—ERASE, DUAL PAGE COPY, 2IN1, JOB BUILD, CARD SHOT 
        
        
        Initiate Print—the remote computing device application can select a stored file and initiate a print including the following parameters:
        
            PAPER SIZE/SOURCE 
            OUTPUT—SORT/GROUP, OUTPUT TRAY, STAPLE, PUNCH, OFFSET 
            SIMPLEX/DUPLEX (TABLET/BOOKLET)
            TANDEM PRINT 
            NUMBER OF COPIES 
            DELETE OR STORE AFTER PRINTING 
        
        
        Initiate Send—the remote computing device application can select a stored file and initiate a send including the following parameters:
        
            RESOLUTION 
            FILE FORMAT 
            DESTINATION 
            TIMER 
            SENDER 
            FILENAME 
            SUBJECT 
            MESSAGE 
        
        
    
    


Security
Allowing external applications to control an imaging device opens up the imaging device to new security vulnerabilities. In embodiments of the present invention that provide some security measures, the following exemplary items are security concerns that may be addressed by the remote computing device interface.
Access to remote computing device interfaces may be limited to valid applications. Embodiments provide extensive access and control of the imaging device, which poses a significant security risk. The interface of these embodiments may be protected from access by attackers, while maintaining ease of setup and use for valid solutions.
Confidential data (user credentials and job data) may be protected during network transfer. User credentials and job data may be secured during network transfer to ensure that it cannot be stolen, an intruder cannot monitor device activity, and a man-in-the-middle attack cannot change messages. Imaging devices may support Secure Sockets Layer (SSL) and other connections to ensure data is safe while being communicated between the imaging device and remote computing device applications.
Administrators may have the ability to lock-down imaging device access. For users with strict security policies, administrators may have the ability to disable access by remote computing devices or limit access to specific applications. Administrators may have an option to register the limited applications that they wish to access the imaging device interfaces.
Remote computing device applications may ensure the imaging device is not being “spoofed.” The remote computing device may be able to authenticate an imaging device that it is contract with it to ensure an intruder cannot imitate the imaging device to collect network configuration and password information, monitor file/folder structures of a document management system, or spoof security settings and DSK status of the imaging device.
A remote computing device may ensure that the server is not being “spoofed.” The imaging device must be able to authenticate all remote computing devices that it is in contact with to ensure that an intruder is not spoofing the remote computing device's IP address. By pretending to be the remote computing device, an intruder could steal user credentials, redirect scanned documents, change device settings or firmware, or bring down the access control system (either to provide access to unauthorized users or initiate a denial of service attack for valid users).
Access control/vend applications may not be compromised when a remote computing device is unavailable. When the remote computing device is unavailable, it may not be acceptable to provide open access to the device. If the remote computing device is unavailable at startup or becomes unavailable at anytime (e.g. someone disconnects network cable), the imaging device may immediately be disabled and an error message displayed.
An administrator may be able to adjust a security level based on company and application requirements. Security requirements can have a large impact on the time it takes to develop a remote computing device application and the resources required to implement the solution. Users using some embodiments may range from a small business with one imaging device, no IT staff, and a simple scan or print application to a large government office using access control and audit trails to track all device activity. The security measures used to protect imaging device interfaces may be adjustable by the administrator to match the target environment.
The imaging device and remote computing device applications may be able to hand-off user credentials. Users may be prompted to login at multiple points throughout a job. For example, an access control application or accounting application may control total device access, the imaging device may have user authentication enabled for Image Send, and a document management application may require user login before showing a folder list. In many environments, all of these applications will use a common user database. In some embodiments, it is, therefore, desirable for the applications to pass user credentials to each other, so that each one does not have to repeat the authentication process.
Some embodiments of the present invention may be described with reference to FIG. 3. These embodiments comprise an imaging device only, which is configured to interact with a remote computing device, such as a server through a communications link. The imaging device 30 comprises a user interface 32, which comprises a user input device 34, such as a keypad, one or more buttons, knobs or switches or a touch-screen panel and a display 36, which may comprise user input device 34 in the form of a touch-screen panel.
Imaging device 30 will typically be capable of performing one or more imaging functions including, but not limited to, scanning, printing, copying, facsimile transmission (sending and receiving) and others.
These embodiments further comprise a communications link 38, which may be a wired connection (as shown in FIG. 3) comprising a network cable, a Universal Serial Bus (USB) cable, a serial cable, a parallel cable, a powerline communication connection such as a HomePlug connection or other wired connections. Alternatively, the communications link 38 may comprise a wireless connection, such as an IEEE 802.11(b) compliant connection, a Bluetooth connection, an Infrared Data Association (IrDA) connection or some other wireless connection.
The operation of some imaging device embodiments may be explained with reference to FIG. 4. In these embodiments, menu data is received 40 from a remote computing device (not shown in FIG. 3), which is connected to the imaging device 30 via the communication link 38 through a wired or wireless connection. This menu data is then displayed 42 on the imaging device user interface display 36. This display of remote menu data is intended to prompt a user to make an input on the user interface input device 34.
Imaging devices of these embodiments are further configured to accept input from a user in response to a display of remote menu data and communicate 44 that user input to a remote computing device. In some embodiments, this user input data will be processed by a remote computing device. This may comprise running an application on the remote computing device. This processing may also comprise accessing and communicating data that is stored on the remote computing device.
The imaging devices of these embodiments are further configured to receive 46 data resulting from processing the user input data. This may comprise data generated by an application running on the remote computing device in response to the user input. The imaging device may also receive data that was stored on a remote computing device, such as a file server, in response to processing the user input.
Once the imaging device 30 has received 46 the processed data, the imaging device 30 may perform 48 a native function in response to the data or using the data. For example, and not be way of limitation, the imaging device 30 may print a document that was stored on the remote computing device and modified on the remote computing device according to the user input. As another non-limiting example, the imaging device 30 may active or enable functions (i.e., scanning, copying, printing, fax transmission) on the imaging device in response to the receipt 46 of processed data.
Some, more specific, imaging device embodiments may be explained with reference to FIG. 5. In these embodiments, the imaging device 30 is configured to receive 50 menu data formatted in a markup language from a remote computing device. The communication link by which the menu data is communicated may be established and maintained using a Hypertext Transfer Protocol (HTTP). The markup language may comprise terms from Hypertext Markup Language (HTML), Extensible Markup Language (XML), Wireless Markup Language (WML), Extensible Hypertext Markup Language (XHTML) and/or other languages.
Once the menu data is received 50, it may be displayed 52 on the imaging device user interface display 36. As in previously described embodiments, the menu data is typically intended to prompt user input on imaging device user interface 32. Display 52 of the remotely-stored menu data may be accomplished with a browser application that is native to the imaging device 30.
In these embodiments, the imaging device 30 is further configured to route 54 user input received though its user interface 32 to a remote computing device. The remote computing device that receives the user input may then run an application or otherwise process the user input and return the results of the processing to the imaging device 30. Accordingly, the imaging device 30 is further configured to receive 56 processed data from a remote computing device. In some embodiments, the imaging device 30 may perform one or more functions in response to the receipt 56 of processed data.
Some embodiments of the present invention may be explained with reference to FIG. 6. These embodiment comprise a remote computing device (RCD) 60, which has a communications link 64. Communications link 64 may be a wired connection (as shown in FIG. 6) comprising a network cable, a Universal Serial Bus (USB) cable, a serial cable, a parallel cable, a powerline communication connection such as a HomePlug connection or other wired connections. Alternatively, the communications link 64 may comprise a wireless connection, such as an IEEE 802.11(b) compliant connection, a Bluetooth connection, an Infrared connection, such as those defined in the Infrared Data Association (IrDA) standard or some other wireless connection. In some embodiments, RCD 60 may further comprise a data storage device 62, which is typically a hard drive, but may also be an optical drive device, such as an array of compact disk drives, flash memory or some other storage device.
Embodiments of RCD 60 may be further described with reference to FIG. 7. In these embodiments, RCD 60 comprises a processor 72 for processing data and running programs such as operating systems and applications. RCD 60 may further comprise memory 74, which may be in the form of Random Access Memory (RAM) and Read Only Memory (ROM). Generally, any applications processed by processor 72 will be loaded into memory 74. RCD 60 may further comprise a network interface 78, which allows RCD 60 to communicate with other devices, such as an imaging device 30. In some embodiments, RCD 60 may also comprise a user interface 80, but this is not required in many embodiments. Storage 62 may be used to store applications and data that may be accessed by an imaging device 30 of embodiments of the present invention. Processor 72, memory 74, storage 62, network interface 78 and, optionally, user interface 80 are typically linked by a system bus 76 to enable data transfer between each component. Communications link 64 may couple the RCD 60 to other devices via network interface 78.
In some embodiments, described with reference to FIG. 8, an RCD 60 may comprise menu data stored on storage device 62 or in memory 74. This menu data may be configured for display on an imaging device user interface 32. Menu data may be stored in many formats and configurations. In some embodiments menu data may take the form of terms expressed with a markup language. The markup language may comprise terms from Hypertext Markup Language (HTML), Extensible Markup Language (XML), Wireless Markup Language (WML), Extensible Hypertext Markup Language (XHTML) and/or other languages. In these embodiments, menu data may be sent 82 through a communications link 64 to an imaging device 30. Accordingly, menu data configured for display on an imaging device is stored on RCD 60.
An RCD 60, of some embodiments, will be further configured to receive 84 user input obtained through the user interface 32 of an imaging device 30 and transferred to the RCD 60 over communications links 38 & 64. Once this input data is received at an RCD 60, the input data may be processed 86. This processing 86 may comprise conversion of the data to a new format, execution of commands contained within the data or some other process. Once the input data has been processed 86, the processed output may be sent 88 back to the imaging device 30 where the processed output may be used in an imaging device process or function.
In some embodiments, as described with reference to FIG. 9, an RCD 60 may send 90 menu data configured for an imaging device display 36 using a markup language. The markup language menu data is then received at the imaging device 30 and displayed to a user. Typically, this will prompt the user to enter an input on the imaging device user interface 32. This user input will then be sent by the imaging device 30 to the RCD 60. The RCD 60 will then receive 92 the input data prompted by the display of the menu data on the imaging device 30. Once received, the input data may be processed 94 on the RCD 60. Processing may comprise the selection, recordation and/or modification of a form, document or other data stored on RCD 60, the authorization of a user identified by the user input, the translation of a document input by the user, generation of a map or other directions related to user input or some other process or function.
Some embodiments of the present invention may be described with reference to FIGS. 10 & 11. These embodiments comprise at least one RCD 60 and a plurality of imaging devices 30a-30d. In these embodiments, at least one of the imaging devices 30a-30d comprises a user interface 32 with a display 36 and user input panel 34 that is integral with the display (i.e., touch-screen) or a separate input unit. RCD 60 is connected to imaging devices 30a-30d by a communications link and network 100 to enable data transmission between RCD 60 and imaging devices 30a-30d. 
In these embodiments, menu data is stored on RCD 60 and sent 110 to at least one of the imaging devices 30a-30d where the menu data is displayed on a user interface. Any of Imaging devices 30a-30d that receive the menu data are configured to accept 112 and transmit 114 user input to an RCD 60. Once the user input data is received at the RCD, the data may be processed 116 as discussed in previously described embodiments. The result of processing 116 may then be sent 118 back to any combination of the imaging devices 30a-30d. 
In these embodiments, a single RCD 60 may be used to provide processing power, resources and functionality to a plurality of imaging devices 30a-30d without reproducing these resources in each imaging device. In some embodiments, data generated by input on one imaging device 30a may be directed to another imaging device 30d for processed data output or final processing.
Some embodiments of the present invention may comprise multi-language menu support. Some of these embodiments, illustrated in FIG. 11B, allow for an initial selection or identification 101 of a user-preferred language. This selection may comprise user input to select a preferred language. This step may also comprise an automatic identification of a user-preferred language which may be achieved by a user identification profile linked to a language, a language identification based on the text of a scanned document, a code printed on a scanned document or some other identification scheme.
Once the language has been selected or otherwise identified, the selection/identification data is sent 102 to an RCD, where the selection is used to identify language-specific menu data that is sent 103 to the imaging device for display 104. A user may then respond to the selected-language menu data with input 105, which may be used to invoke native imaging device functions or may be sent 106 to the RCD for any necessary processing. An RCD may then process 107 the input data and send 108 any process input to a destination, such as the imaging device, an e-mail address, a memory location or some other destination.
Dynamic Forms
Some embodiments of the present invention may be described with reference to FIG. 12. In these embodiments, an imaging device (IDev) 120 comprises a user interface 124, which is capable of receiving user input and displaying data to a user. The user interface 124 will typically comprise a display, often in the form of a touch panel. The display may be used to display data 122 to a user. This data may comprise menu data to prompt for a user selection or data entry, such as a user ID and password, form selection or some other input. The imaging device 120 has a communication link 126, which may comprise a typical computer network connection, a serial cable or some other wired or wireless communication link as described in other embodiments. The communication link 126 connects the imaging device 120 to a remote computing device (RCD) 128, such as a server. The RCD 128 may be used to store documents, such as forms, and other data and make that data accessible from the imaging device 120. The RCD 128 may also execute applications that interact with or receive input from the imaging device 120 and its user interface 124.
The terms “modify” and “modification,” as used in this specification in relation to documents, comprise the actions of document generation, document merging functions, document field assignments, search and replace functions, and any other actions that cause a humanly perceptible or machine perceptible change to a document.
The term “document content” or “content,” as used in this specification, comprises text, graphics, images, symbols and other data that is intended to be communicated by the document.
The term “user input” or “input,” as used in this specification, comprises input of content and instructions for an imaging device, a remote computing device or some other device. Input may be accomplished by keypad entry, touch-screen entry, upload from another device or by other methods.
In some embodiments of the present invention, as illustrated in FIG. 13, user data is input on the user interface 124 of an imaging device 120. This user data is then sent 132 over a communication link 126 to an RCD 128. When the data is received at the RCD, the RCD may apply 134 the data to a document. This process may comprise modification 134 of the document, such as filling in the fields of a form, selecting optional portions of a document, addressing a document, formatting a document and other modification procedures. The application 134 of data to a document may also comprise generation of a new document with the user data. This may be performed by an application running on the RCD 128. Once the document has been modified or generated, the document may be sent 138 directly from the RCD 128 to a destination, such as an e-mail address, a fax number, a network location or some other destination. The modified or newly generated document may also be sent 136 to the imaging device 120 for output in some format, such as printed media, fax transmission, e-mail or some other format.
Some embodiments of the present invention are tailored for user characteristic data. These embodiments are illustrated in FIG. 14. In these embodiments, a user identifies 140 specific user characteristic data by input on an imaging device user interface 124. This user characteristic data may comprise a user identification, a user location, a user occupation, a user marital status, a user gender, a user account identifier or some other user characteristics. This user characteristic data is then sent 142 over a communication link 126 to an RCD 128. When the data is received at the RCD 128, the RCD 128 may modify 144 a document using the data. This process may comprise modification 144 of an existing document, such as filling in the fields of a form, selecting optional portions of a document, addressing a document, formatting a document and other modification procedures. The modification 144 of a document with user characteristic data may also comprise generation of a new document with the user characteristic data. As in other embodiments, this may be performed by an application running on the RCD 128. Once the document has been modified or generated, the document may be sent 148 directly from the RCD 128 to a destination, such as an e-mail address, a fax number, a network location or some other destination. The modified or newly generated document may also be sent 146 to the imaging device 120 for output in some format, such as printed media, fax transmission, e-mail or some other format.
Further embodiments of the present invention, illustrated in FIG. 15, also comprise a document selection process. In these embodiments, a user may input 150 user characteristic data or some other data at an imaging device user interface 124, as in other embodiments. This user input data may be optionally sent 151 to an RCD before further input. In these embodiments, a user may further select 152 a document from the imaging device user interface 124. This document selection 152 and any prior input may then be sent 153 to an RCD 128 for processing. These user input steps 150, 152 may be performed in several input steps through menu selections on the imaging device user interface 124. Each step may comprise receiving input, sending the input to the RCD 128 and refreshing the user interface display 124 for subsequent input steps. Menu data may be supplied from the imaging device 120 or from the RCD 128. When all required data has been input and sent to the RCD 128, the RCD 128 may modify 154 the selected document using the user input. After document modification or generation 154, the document may be sent to a destination 158 from the RCD or to the imaging device 120 for further output 156.
Some embodiments of the present invention comprise database access. These embodiments, illustrated in FIG. 16, allow user input data receipt 160 at an imaging device user interface 124. Document selection input 162 is also allowed at the user interface 124. This user input is transmitted 163 to an RCD 128, as in previously described embodiments. However, this user input is used to identify stored database data that can be accessed 164 for use in document modification. Once the user input data and the supplemental database data is accessed by the RCD 128, the data can be used to modify or generate 166 a document. The document may then be sent to a destination 168 or to the imaging device 169.
Further embodiments of the present invention may be described with reference to FIG. 17. These embodiments comprise a user query process. In these embodiments, a user selects 170 a document at an imaging device user interface 124. This selection is then sent 171 to an RCD 128. The RCD 128 may then determine what information is required to complete the document and query 172 the user for that specific information through the imaging device user interface 124. Input is then received 173 on the user interface 124 and sent 174 to the RCD 128. The selected document is then modified or generated 175 as previously described. Once modified or generated, the document may be sent to a destination 176 or to the imaging device 177 for output or further processing.
In still more embodiments of the present invention, as illustrated in FIG. 18, a document may be displayed 180 on an imaging device user interface 124. This display 180 may be initiated by user selection, some automated process or by some other selective method. In conjunction with the document display 180, a user may be prompted to input data for document modification, such as filling out a form. User input is then accepted 181 at the user interface 124. This input data is then sent 182 to an RCD 128 and the document that was displayed may be modified 183 according to the user input received from the user interface 124. As in other embodiments, the modified document may be sent directly to a destination 184 or to the imaging device 120 for output or further processing 185.
Some embodiments of the present invention, illustrated in FIG. 19, utilize a markup language, such as an Extensible Markup Language (XML) and a message protocol such as Simple Object Access Protocol (SOAP). In some exemplary embodiments, a user input is accepted 190 at an imaging device user interface 124. The input data is formatted 191 at the imaging device into a SOAP message using XML. The XML/SOAP message is then sent to an RCD 128 over a communication link 126. The RCD 128 may process 193 the XML/SOAP message entirely or partially and send parts of the message to other units on a network for processing. Processing of the message may require retrieval 194 of data stored on the RCD 128, another network storage device or from some other location. Once all required data has been retrieved, the data may be formatted 195 into a document, such as a print job or e-mail, and sent 196 to a destination or imaging device 120.
Some embodiments of the present invention, as illustrated in FIG. 20, comprise menu data that is stored on an RCD 128, but displayed on an imaging device user interface 124. In some of these embodiments, menu data is sent 200 from an RCD 128 to an imaging device 120. This menu data is then displayed 201 on the imaging device user interface 124. User input, in response to the menu display, is accepted 202 at the imaging device user interface 124 and sent 203 to the RCD 128 for processing. This input data is then used at the RCD 128 to select or modify 204 a document that is accessible to the RCD 128. Once the document has been modified, selected or generated, the finalized document is sent 205 to a destination or to an imaging device 120 for further processing or output.
An RCD 128 comprising remote menu data for display on an imaging device 120 may follow a method illustrated in FIG. 21. In these embodiments, the RCD 128 may send 210 menu data to an imaging device 120 for display. The display process will typically prompt for user input and relay that input back to the RCD 128, which will receive 212 the input data. This data will then be used to complete, generate, format or otherwise modify 214 a document, which will then be sent 216 to a destination or to an imaging device 120 for further processing or output.
An imaging device 120 that receives remote menu data may follow a method illustrated in FIG. 22. In these embodiments, the imaging device 120 may receive 220 menu data from an RCD 128. This menu data will be displayed 222 on the imaging device user interface 124. This is typically done in a manner that prompts a user for input on the user interface 124. Input is then accepted 224 on the user interface 124 and sent 226 to an RCD 128 for processing. The RCD 128 then modifies a document in response to the user input and sends the modified document to the imaging device 120. The imaging device 120 receives 228 the modified document and send it to a destination or converts it to hard copy output.
Further embodiments of the present invention comprising remote menu data may be explained with reference to FIG. 23. These embodiments comprise database or network resource access in conjunction with remote menu data. In some of these embodiments, menu data stored on an RCD 128 is sent 230 to an imaging device 120 for display. The menu data is displayed 231 on the imaging device where input is prompted. User input is accepted 232 at the imaging device user interface 124 and sent 233 to the RCD 128 for processing. Processing on the RCD 128 may call for supplemental data identified during processing. When this is the case, the RCD 128 may access 234 a database or other network resource to obtain the supplemental data. Once all necessary data has been obtained, the RCD 128 may modify 235 a document with the data and send 236 that modified document to the imaging device 120 for further processing or output.
An RCD 128 that utilizes remote menu display and data access may follow the steps illustrated in FIG. 24. In these embodiments, menu data may be sent 240 to an imaging device 120 for display on a user interface 124. Data received from the imaging device 120 is received 242 at the RCD 128. Any supplemental data called for in processing the user input data may be accessed 244 from a database or other network or local resource. The input data and supplemental data may then be used to modify 246 a document, which will then be sent 248 to the imaging device 120 for further processing or output.
An imaging device that utilizes remote menu data and remote data access may follow the steps illustrated in FIG. 25. In these embodiments, imaging device menu data is received 250 from an RCD 128 and displayed 252 on the imaging device user interface 124. User input is accepted 254 in response to the display of menu data and sent 256 to the RCD 128 for processing. After remote data access and document modification performed by the RCD, a modified document is received 258 at the imaging device 120 from the RCD 128 and the modified document is output 259 by the imaging device 120.
Some embodiments of the present invention may operate without the aid of a remote computing device that processes data and/or instructions. Some embodiments, illustrated in FIG. 26, comprise an imaging device (IDev) that does not require a communication link to other devices. The imaging device of these embodiments comprises a user interface with an input device and a display. In these embodiments, document content may be received 260 on the IDev user interface. Other information, such as menu selections, formatting data and other user input may also be received at the user interface. This document content may be used to add to or otherwise modify 262 a document that has been stored on the IDev. Some IDevs of these embodiments comprise data storage capabilities for the storage of forms, documents and other data. In some embodiments, a document may be created from the document content input by the user and no storage capability is required. Once a document has been modified by the user input content, the modified document may be sent 264 to a destination within the imaging device, such as another module of the device, for further processing or transmission or the document may be sent 264 to a destination outside the imaging device through a communication link.
Further embodiments of the present invention, illustrated in FIG. 27, are similar to those explained with reference to FIG. 26. These embodiments receive 270 input of document content at an imaging device user interface. This content is used to add to or modify 272 (including creation of) a document's content. Once the document has been modified, the document may be output 274 using one of the imaging device imaging functions, such as, but not limited to, printing on media, transmitting as e-mail, transmitting as a facsimile and other output formats.
Still other embodiments of the present invention provide for document modification (including creation) on the imaging device. These embodiments may modify a document on the imaging device, however documents are stored remotely. In these embodiments, a user may select 280 a document using the IDev user interface. The user may also input 282 document content using the IDev user interface. When a document is selected, the document is pulled 284 from remote storage such as a network server, a remote computing device or some other storage device or location. When the document is retrieved by the IDev, the IDev may modify 286 the document using the input document content. Once the document is modified using the new content, the modified document may be output 288 at the imaging device or sent to another destination.
Embodiments of the present invention that provide for document modification on the imaging device may use one or more Java-based applications that run on the imaging device.
Some embodiments of the present invention may be explained with reference to FIG. 29. In these embodiments, a form fill application 296 may run on a server 291 or some other type of computing device that is local to or remote to an imaging device (IDev) 290, but which is connected to the IDev 290 through a communication link 295. The form fill application may also be connected to a file system 292 and a database 293. The IDev 290 may receive user input through an IDev UI and transmit that input to the form fill application 296. The communication link 295 may facilitate transmission of commands and data between the form fill application 296 and the IDev 290. This may be performed via a HyperText Transfer Protocol (HTTP) or by other data transmission protocols. A form fill application 296 may retrieve file and file folder data from an Operating System (OS) or Document Management System (DMS) file system. A form fill application 296 may also retrieve data from a database 293. A database 293 may comprise information related to a user account, such as a database of vacation time for employees.
In some embodiments of the present invention, a user may log onto an IDev 290 by identifying a user name, password and/or other indicia. This user data may be passed to the form fill application and used to relate to other information, such as information stored in a database 293. An application, such as a form fill application, may push display content to an IDev user interface (UI) that may invoke other elements of the application. An application may also be invoked by content that is resident on the IDev and linked to the application. In either case, an application may be invoked by user input at the IDev UI. The application may then respond by sending further content to the IDev UI to enable further functionality. If a user has not yet signed in, a logon page may be sent to the UI in response to an application selection. In some embodiment a series of application selections may be displayed on the IDev UI. If a form fill application is selected, the application may send content to the IDev UI that allows a user to select from a set of forms that are available through the form fill application.
Some forms may be stored on a file system 292. A user may need to navigate through the file system. In this case, the file system organization and structure may be sent to the IDev UI and displayed to a user for selection and navigation. For some embodiments, details of this process may be explained in co-pending U.S. patent application Ser. No. 11/192,615, incorporated herein by reference.
Once a form has been selected and a user has been identified, and, in some embodiments authenticated, the system may access a database 293 and obtain data related to the user that also corresponds to the selected form. This data may be used to populate fields in the form. In an exemplary embodiment, a vacation or time off request form may be accessed. The system may access a database 293 to determine the number of days the user has already used up and the total number of vacation days the user is allotted. The system may then calculate the number of days available to the user and populate the form with this information as well.
Once the form has been populated with field data, it may be sent to a direct print utility (DPU) 294 or some other type of print process for preparation and forwarding 295 to a printer, such as IDev 290.
In some embodiments, illustrated in FIGS. 30 & 31, a form may be created 305 by known methods. The form may comprise one or more fields 306 that may be filled with data from another source. When a form is selected 300 at the IDev UI, the form fill application may recall 302 data related to fields in the form. This recall may be performed with an HTTP request 301. The application may then make 303 a copy 304 of the form and append the related field data to the form. In some embodiments, an Adobe Postscript® file may be used and the field data may be appended to the Postscript form file.
Once the Postscript form file 304 with the appended field data has been created, the form fill application 312 may call a direct print utility (DPU) to print the form, as illustrated in FIG. 31. The application 312 may call the DPU and pass the Postscript file 304 to the utility. The utility may then send the file 304 to the IDev 290 for printing.
In some embodiments, a form may be automatically filled with field data associated with the currently logged-in user. In other embodiments, the other users may be selected. Field data may be appended to the Postscript file using XML tags. In these embodiments, the field data will appear in the appropriate place in the printed form.
In other embodiments, a form may be selected by a user and the system may respond by prompting the user to input data corresponding to the fields in the form. User input may be appended to the form in a manner similar to that explained above and the form may be printed using a DPU or by other methods. When user input is received, the input may be validated.
Some embodiments of the present invention may be described with reference to FIG. 32. In these embodiments, an IDev UI may display form selection content 320 allowing a user to select one or more forms. This content may reside on the IDev or may be sent to the IDev from a remote source. When a form is selected at the IDev UI, the selection is transmitted to a form fill application comprising one or more forms 321A-321C with field variables. Each form may be associated with an input field definition file (IFDF) 322A-322C that defines the form fields within the form. An IFDF 322A-322C may also comprise display parameters and UI options for prompting a user for field input. An IFDF 322A-322C may also comprise instructions for obtaining field data from other sources, such as a database, memory or another source. The IFDF 322A-322C may be a markup language file, such as an XML file.
IFDF data may be sent to the IDev UI for incorporation into a user input prompt display 323 for prompting a user to input field data. IFDF data may be sent to the IDev using a template system as described in co-pending U.S. patent application Ser. No. 11/233,270, which is incorporated herein by reference.
A user may respond to the input prompt 323 by selecting from an enumerated list, typing on a soft keyboard or hard keyboard or by other known methods. Once input has been entered, the entries may be sent to post-processing modules 324A-324C that correspond to the specific forms selected. A post-processing module 324A-324C may process the user input data and generate appropriate tags and tag values. In some embodiments, this data may be formatted into markup language tags. These formatted tags may then be appended to a form file that corresponds to the form selected by the user to create a filled-in form 325A-325C with fields that are populated with user input.
Once a filled-in form 325A-325C has been created, the form 325A-325C may be sent 326 to a DPU for printing or printed in some other manner. The result of the printing process will be a hard-copy filled-in form 327 comprising fields that are populated with the user input received at the IDev UI or data received by other means.
Some embodiments of the present invention may be described with reference to FIGS. 33A and 33B. In these embodiments, a server-based form fill application 360, which may be remote to the IDev, is invoked by user input at the IDev UI or by some other method. This input may be formatted as an HTTP request 331 from a page on the IDev UI display. When the form fill application 360 is invoked, the application may request 337 a set of form files 335 from an OS file system 361 or some other document management or file system. In some embodiments, these form files 335 may be in an Adobe Postscript® format.
The form fill application 360 may read form file information and format 334 a response 338 in a markup language format, e.g., XHTML, which may comprise a list of available form files. This response may then be sent to the IDev UI 333 as an HTTP response or via another mechanism. This response, when received at the IDev UI 333, may then be displayed as a user prompt 332, which prompts a user to select a form from among the displayed list. When a user makes a form selection, that selection may be formatted as an HTTP request 359 designating the selected form. The form fill application 360 may then retrieve 339 a corresponding field definition file 336. The application 360 may then dynamically create 340 a markup language page, e.g., XHTML, comprising form field information. This form field page may then be sent to the IDev UI 333 as an HTTP Response 345. When received at the IDev UI 333, the form field page may be displayed as a user field data entry prompt 342.
A user may respond to the field data entry prompt 342 by entering field data 346, which may be received at the IDev UI and formatted into an HTTP Request 347 comprising field data entries. The form fill application 360 may then make a copy 348 of the selected form 349 and append 350 the field data thereby creating a completed form 351 comprising the field data 352.
The application 360 may then call 353 a direct print utility (DPU) application to print the completed form. In some embodiments, the form will be a Postscript file with appended XHTML field data, however, other file formats and markup languages may be used in various embodiments. The DPU may send 354 the print job to a printing device 356 for printing. In some embodiments, the printing device 356 may be part of the IDev. In other embodiment, the printing device 356 may be a separate device from the IDev on which the input was received. After printing, a hard copy form 358 comprising printed field data received from the user will be the result.
The terms and expressions which have been employed in the foregoing specification are used therein as terms of description and not of limitation, and there is no intention in the use of such terms and expressions of excluding equivalence of the features shown and described or portions thereof, it being recognized that the scope of the invention is defined and limited only by the claims which follow.

## Claims

1. A method for imaging device remote document modification, said method comprising:
receiving form file menu content and imaging device (IDev) device instructions at a hardware IDev via an IDev device management application programming interface (API), wherein said form file menu content and said IDev device instructions are received from a remote application;
displaying said form file menu content on an IDev user interface (UI) display, wherein said IDev UI display in an integral part of said IDev;
associating an IDev UI input key on said IDev with said form file menu content;
receiving a user input selection from said UI input key, said user input selection identifying a form file request related to said form file menu content;
sending said form file request from said IDev device management API to said remote application;
receiving display content at said IDev device management API from said remote application, said display content comprising a list of available forms;
displaying said list of available forms on said IDev user interface (UI) display;
associating a second IDev UI input key on said IDev UI with a form identified in said list of available forms;
receiving a second user input selection from said second UI input key, said second user input selection identifying said form identified in said list of available forms;
sending said second user input selection from said IDev device management API to said remote application;
receiving an input field definition file (IFDF) associated with said form identified by said second user input selection at said IDev device management API, wherein said IFDF is a markup language file that comprises display parameters, field input menu content for fields in said form and UI options for prompting a user for field input and said IFDF also comprises instructions for obtaining field data from other sources;
prompting a user for field data user input at said IDev UI, said field data user input comprising field data, wherein said prompting comprises using a display prompt configured with said IFDF, and wherein said prompting is effected by said IDev device management API;
obtaining a field data entry in response to said display prompt at said IDev UI;
sending said field data entry in response to said display prompt from said IDev device management API to said remote application;
receiving, at said IDev, a completed form, wherein said completed form is generated, at said remote application, by appending said field data entry to a form file representing said form selection thereby creating said completed form; and
outputting said completed form as hard copy output at said IDev.

2. A method as described in claim 1 further comprising requesting file data from a remote resource where form files are stored using source data in said IFDF.

3. A method as described in claim 1, wherein said display content is formatted in a markup language.

4. A method as described in claim 1 further comprising sending a user identification to said remote application from said IDev for the purpose of filtering said list of available forms based on said user identification.

5. A method as described in claim 1, wherein said form file is a printer-ready file and said field data entry is appended as a markup language tag.

6. A system for imaging device remote document modification, said system comprising:
a hardware imaging device (IDev) comprising an IDev device management application programming interface (API) for receiving form file menu content and IDev device instructions from remote applications, wherein said form file menu content and said IDev device instructions are received from a remote application;
an IDev user interface (UI) comprising a UI display for displaying said form file menu content, wherein said IDev UI display in an integral part of said IDev;
a first IDev UI input key on an IDev UI,
a first input key configurator for associating said first IDev UI input key with said form file menu content such that a user input selection using said UI input key identifies a form file request related to said form file menu content;
a first sender for sending said form file request from said IDev device management API to said remote application;
wherein said IDev device management API receives display content from said remote application in response to said sending, said display content comprising a list of available forms;
said IDev UI display for displaying said list of available forms;
a second IDev UI input key on said IDev UI;
a second IDev UI input key configurator for associating said second IDev UI input key with a form identified in said list of available forms such that a second user input selection from said second IDev UI input key identifies said form identified in said list of available forms;
a second sender for sending said second user input selection from said IDev device management API to said remote application;
wherein said IDev device management API receives an input field definition file (IFDF) associated with said form identified by said second user input selection in response to said sending with said second sender, wherein said IFDF is a markup language file that comprises display parameters, field input menu content for fields in said form and UI options for prompting a user for field input and said IFDF also comprises instructions for obtaining field data from other sources;
said IDev device management API and said IDev UI display for prompting a user for field data user input, said field data user input comprising field data, wherein said prompting comprises using a display prompt configured with said IFDF;
said IDev UI for obtaining a field data entry in response to said display prompt;
said IDev device management API for sending said field data entry to said remote application;
said IDev device management API for receiving a completed form, wherein said completed form is generated, at said remote application, by appending said field data entry to a form file representing said form selection thereby creating said completed form; and
a hard copy output device for outputting said completed form as hard copy output at said IDev.

7. A system as described in claim 6 wherein said IDev device management API requests file data from a remote resource where form files are stored using source data in said IFDF.

8. A system as described in claim 6, wherein said display content is formatted in a markup language.

9. A system as described in claim 6 wherein said IDev device management API sends a user identification to said remote application for the purpose of filtering said list of available forms based on said user identification.

10. A system as described in claim 6, wherein said form file is a printer-ready file and said field data entry is appended as a markup language tag.