Note: Descriptions are shown in the official language in which they were submitted.
CA 02296185 2000-O1-21
SYSTEM FOR CALL REQUEST WHICH RESULTS IN FIRST AND
SECOND CALL HANDLE DEFINING CALL STATE CONSISTING
OF ACTIVE OR HOLD FOR ITS RESPECTIVE AV DEVICE
BACKGROUND OF THE INVENTION
The present invention relates to computer-based systems for enhancing
collaboration between and
among individuals who are separated by distance and/or time (referred to
herein as "distributed
collaboration"). Principal among the invention's goals is to replicate in a
desktop environment, to
the maximum extent possible, the full range, level and intensity of
interpersonal communication and
information sharing which would occur if all the participants were together in
the same room at the
same time (referred to herein as "face-to-face collaboration").
It is well known to behavioral scientists that interpersonal communication
involves a large
number of subtle and complex visual cues, referred to by names like "eye
contact" and "body
language," which provide additional information over and above the spoken
words and explicit
gestures. These cues are, for the most part, processed subconsciously by the
participants, and often
control the course of a meeting.
In addition to spoken words, demonstrative gestures and behavioral cues,
collaboration often
involves the sharing of visual information -- e.g., printed material such as
articles, drawings,
photographs, charts and graphs, as well as videotapes and computer-based
animations, visualizations
and other displays -- in such a way that the participants can collectively and
interactively examine,
discuss, annotate and revise the information. This combination of spoken
words, gestures, visual
cues and interactive data sharing significantly enhances the effectiveness of
collaboration in a variety
of contexts, such as "brainstorming" sessions among professionals in a
particular field, consultations
between one or more experts and one or more clients, sensitive business or
political negotiations, and
the like. In distributed collaboration settings, then, where the participants
cannot be in the same
place at the same time, the beneficial effects of face-to-face collaboration
will be realized only to the
extent that each of the remotely located participants can be "recreated" at
each site.
To illustrate the difficulties inherent in reproducing the beneficial effects
of face-to-face
collaboration in a distributed collaboration environment, consider the case of
decision-making in the
fast-moving commodities trading markets, where many thousand of dollars of
profit (or loss) may
depend on an expert trader making the right decision within hours, or even
minutes, of receiving a
request from a distant client. The expert requires immediate access to a wide
range of potentially
relevant information such as financial data, historical pricing information,
current price quotes,
newswire services, government policies and programs, economic forecasts,
weather reports, etc.
Much of this information can be processed by the expert in isolation. However,
before making a
decision to buy or sell, he or she will frequently need to discuss the
information with other experts,
CA 02296185 2000-O1-21
who may be geographically dispersed, and with the client. One or more of these
other experts may
be in a meeting, on another call. or otherwise temporarily unavailable. In
this event, the expert must
communicate "asynchronously" -- to bridge time as well as distance.
As discussed below, prior art desktop videoconferencing systems provide, at
best, only a
partial solution to the challenges of distributed collaboration in real time,
primarily because of their
lack of high-quality video (which is necessary for capturing the visual cues
discussed above) and their
limited data sharing capabilities. Similarly, telephone answering machines,
voice mai., fax machines
and conventional electronic mail systems provide incomplete solutions to the
problems presented by
deferred (asynchronous) collaboration because they are totally incapable of
communicating visual
cues, gestures, etc. and, like conventional videoconferencing systems, are
generally limited in the
richness of the data that can be exchanged.
It has been proposed to extend traditional videoconferencing capabilities from
conference
centers, where groups of participants must assemble in the same room, to the
desktop, where
individual participants may remain in their oftice or home. Such a system is
disclosed in U.S. Patent
No. 4,710,917 to Tompkins et al. for Video Conferencing Network issued on
December 1, 1987. It
has also been proposed to augment such video conferencing systems with limited
"video mail"
facilities. However, such dedicated videoconferencing systems (and extensions
thereof) do not
effectively leverage the investment in existing embedded information
infrastructures -- such as
desktop personal computers and workstations, local area network (LAN) and wide
area network
(WAN) environments, building wiring, etc. -- to facilitate interactive sharing
of data in the form of
text, images, charts, graphs, recorded video, screen displays and the like.
That is, they attempt to
add computing capabilities to a videoconferencing system, rather than adding
multimedia and
collaborative capabilities to the user's existing computer system. Thus, while
such systems may be
useful in limited contexts, they do not provide the capabilities required for
maximally effective
collaboration, and are not cost-effective.
Conversely, audio and video capture and processing capabilities have recently
been integrated
into desktop and portable personal computers and workstations (hereinafter
generically referred to as
"workstations"). These capabilities have been used primarily in desktop
multimedia authoring
systems for producing CD-ROM-haled works. While such systems are capable of
processing,
combining, and recording audio, video and data locally (i.e., at the desktop),
they do not adequately
support networked collaborative environments, principally due to the
substantial bandwidth
requirements for real-time transmission of high-quality, digitized audio and
full-motion video which
preclude conventional LANs from supporting more than a few workstations. Thus,
although
currently available desktop multimedia computers frequently include
videoconferencing and other
multimedia or collaborative capabilities within their advertised feature set
(see, e.g., A. Reinhardt,
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CA 02296185 2000-O1-21
"Video Conquers the Desktop," BYTE, September 1993, pp. 64-90), such systems
have not yet solved
the many problems inherent in any practical implementation of a scalable
collaboration system.
SiJNiMARY OF THE INVENTION
According to one aspect of the invention there is provided a teleconferencing
system
comprising a plurality of AV devices, each capable of originating and
reproducing user related audio
and video signals; a plurality of communications ports, each supporting at
least one of the group of
switch connections consisting of video in, video out, audio in and audio out;
and at least one
communication path, arranged for transport of audio and video signals, wherein
the system is
configured to control a communication connection between two of the AV
devices, over the
communication path, by creating, as a result of a call request, at least a
first call handle, associated
with one of the two AV devices and, thereafter, at least a second call handle,
associated with the other
AV device, each call handle defining, for its respective AV device, a call
state, being at least one of
the group consisting of active and hold states; and the port switch
connections involved in the
1 S communications connection.
According to another aspect of the invention there is provided a method of
conducting a
teleconference using a system including a plurality of AV devices, each
capable of originating and
reproducing audio and video signals, a plurality of communications ports each
supporting at least one
of the group of switch connections consisting of video in, video out, audio in
and audio out; and at
least one communication path arranged for transport of audio and video
signals, the method comprising
the steps of controlling communication connections between two of the AV
devices, over the
communication path, by creating, as a result of a call request, at least a
first call handle, associated
with one of the two AV devices and, thereafter, at least a second call handle
associated with the other
AV device, each call handle defining, for its respective AV device, a call
state being at least one of the
group consisting of active and hold states, and the port switch connections
involved in the
communications connection.
In accordance with the present invention, computer hardware, software and
communications
technologies are combined in novel ways to produce a multimedia collaboration
system that greatly
facilitates distributed collaboration, in part by replicating the benefits of
face-to-face collaboration.
The system tightly integrates a carefully selected set of multimedia and
collaborative capabilities,
principal among which are desktop teleconferencing and multimedia mail.
CA 02296185 2000-O1-21
As used herein, desktop teleconferencing includes real-time audio and/or video
teleconferencing, as well as data conferencing. Data conferencing, in turn,
includes snapshot sharing
(sharing of "snapshots" of selected regions of the user's screen), application
sharing (shared control of
running applications), shared whiteboard (equivalent to sharing a "blank"
window), and associated
telepointing and annotation capabilities. Teleconferences may be recorded and
stored for later
playback, including both audio/video and all data interactions.
While desktop teleconferencing supports real-time interactions, multimedia
mail permits the
asynchronous exchange of arbitrary multimedia documents, including previously
recorded
teleconferences. Indeed, it is to be understood that the multimedia
capabilities underlying desktop
teleconferencing and multimedia mail also greatly facilitate the creation,
viewing, and manipulation of
high-quality multimedia documents in general, including animations and
visualizations that might be
developed, for example, in the course of information analysis and modeling.
Further, these animations
and visualizations may be generated for individual rather than collaborative
use, such that the present
invention has utility beyond a collaboration context.
The invention provides for a collaborative multimedia workstation (CMW) system
wherein
very high-quality audio and video capabilities can be readily superimposed
onto an enterprise's existing
computing and network infrastructure, including workstations, LANs, WANs, and
building wiring.
In a preferred embodiment, the system architecture employs separate real-time
and
asynchronous networks - the former for real-time audio and video, and the
latter for non-real-time
audio and video, text, graphics and other data, as well as control signals.
These networks are
interoperable across different computers (e.g., Macintosh, Intel-based PCs,
and Sun workstations),
operating systems (e.g., Apple System 7, DOS/Windows, and UNIX) and network
operating systems
(e.g., Novell Netware and Sun ONC +). In many cases, both networks can
actually share the same
cabling and wall jack connector.
The system architecture also accommodates the situation in which the user's
desktop
computing and/or communications equipment provides varying levels of media-
handling capability.
3A
CA 02296185 2000-O1-21
For example, a collaboration session - whether real-time or asynchronous - may
include
participants whose equipment provides capabilities ranging from audio only (a
telephone) or data only
(a personal computer with a modem) to a full complement at real-time, high-
t7delity audio and full-
motion video, and high-speed data network facilities.
The CMW system architecture is readily scalable to very large enterprise-wide
network
environments accommodating thousands of users. Further, it is an open
architecture that can
accommodate appropriate standards. Finally, the CMW system incorporates an
intuitive, yet
powerful, user interface, making the system easy to learn and use.
The present invention thus provides a distributed multimedia collaboration
environment that
achieves the benet7ts of face-to-face collaboration as nearly as possible,
leverages ("snaps on to")
existing computing and network infrastructure to the maximum extent possible,
scales to very large
networks consisting of thousand of workstations, accommodates emerging
standards, and is easy to
learn and use. The specific nature of the invention, as well as its oh_jects,
features, advantages and
uses, will become more readily apparent from the following detailed
description and examples, and
from the accompanying drawings.
BRIEF DESCRIPTION OF THE DRAWINGS
Figure 1 is a diagrammatic representation of a multimedia collaboration system
embodiment
of the present invention.
Figures 2A and 2B are representations of a computer screen illustrating, to
the extent possible
in a still image, the full-motion video and related user interface displays
which may be generated
during operation of a preferred embodiment of the invention.
Figure 3 is a block and schematic diagram of a preferred embodiment of a
"multimedia local
area network" (MLAN) of the present invention.
Figure 4 is a block and schematic diagram illustrating how a plurality of
geographically
dispersed MLANs of the type shown in Figure 3 can he connected via a wide area
network in
accordance with the present invention.
Figure 5 is a schematic diagram illustrating how collaboration sites at
distant locations L1-L8
are conventionally interconnected over a wide area network by individually
connecting each site to
every other site.
Figure 6 is a schematic diagram illustrating how collaboration sites at
distant locations L1-L8
are interconnected over a wide area network in an embodiment of the invention
using a multi-hopping
approach.
Figure 7 is a block diagram illustrating an embodiment of video mosaicing
circuitry provided
in the MLAN of Figure 3.
4
CA 02296185 2000-O1-21
Figures 8A, 8B and 8C illustrate the video window on a typical computer screen
which may
be generated during operation of the present invention, and which contains
only the callee for two-
party calls (8A) and a video mosaic of all participants. e.g., for tour-party
(8B) or eight-party (8C)
conference calls.
Figure 9 is a block diagram illustrating an embodiment of audio mixing
circuitry provided in
the MLAN of Figure 3.
Figure 10 is a block diagram illustrating video cut-and-paste circuitry
provided in the MLAN
of Figure 3.
Figure 11 is a schematic diagram illustrating typical operation of the video
cut-and-Baste
circuitry in Figure 10.
Figures 12-17 (consisting of Figures 12A, 12B, 13A, 13B, 14A, 14B, 15A, 15B,
16, 17A
and 17B) illustrate various examples of how the present invention provides
video mosaicing, video
cut-and-pasting, and audio mixing at a plurality of distant sites for
transmission over a wide area
network in order to provide, at the CMW of each conference participant, video
images and audio
IS captured from the other conference participants.
Figures 18A and 18B illustrate two different embodiments of a CMW which may be
employed in accordance with the present invention.
Figure 19 is a schematic diagram of an embodiment of a CMW add-on box
containing
integrated audio and video I/O circuitry in accordance with the present
invention
Figure 20 illustrates CMW software in accordance with an embodiment of the
present
invention, integrated with standard multitasking operating system and
applications software.
Figure 21 illustrates software modules which may be provided for running on
the MLAN
Server in the MLAN of Figure 3 for controlling operation of the AV and Data
Networks.
Figure 22 illustrates an enlarged example of "speed-dial" face icons of
certain collaboration
participants in a Collaboration Initiator window on a typical CMW screen which
may be generated
during operation of the present invention.
Figure 23 is a diagrammatic representation of the basic operating events
occurring in a
preferred embodiment of the present invention during initiation of a two-party
call.
Figure 24 is a block and schematic diagram illustrating how physical
connections are
established in the MLAN of Figure 3 for physically connecting first and second
workstations for a
two-party videoconference call.
Figure 25 is a block and schematic diagram illustrating how physical
connections are
established in MLANs such as illustrated in Figure 3, for a two-party call
between a first CMW
located at one site and a second CMW located at a remote site.
Figures 26 and 27 are block and schematic diagrams illustrating how conference
bridging is
provided in the MLAN of Figure 3.
5
CA 02296185 2000-O1-21
Figure 28 diagrammatically illustrates how a snapshot with annotations may be
stored in a
plurality of bitmaps during data sharing.
Figure 29 is a schematic and diagrammatic illustration of the interaction
among multimedia
mail (MMM), multimedia calllconference recording (MMCR) and multimedia
document management
(MMDM) facilities.
Figure 30 is a schematic and diagrammatic illustration of the multimedia
document
architecture employed in an emhodiment of the invention.
Figure 31A illustrates a centralized AtidiolVideo Storage Server.
Figure 31B is a schematic and diagrammatic illustration of the interactions
between~the
AudioIVideo Storage Server and the remainder of the CMW System.
Figure 31C illustrates an alternative embodiment of the interactions
illustrated in Figure 31B.
Figure 31D is a schematic and diagrammatic illustration of the integration of
MMM, MMCR
and MMDM facilities in an embodiment of the invention.
Figure 32 illustrates a generalized hardware implementation of a scalable
AudioIVideo
Storage Server.
Figure 33 illustrates a higher throughput version of the server illustrated in
Figure 32, using
SCSI-based crosspoint switching to increase the number of possible
simultaneous file transfers.
Figure 34 illustrates the resulting multimedia collaboration environment
achieved by the
integration of audio/videoldata teleconferencing and MMCR, MMM and MMDM.
Figures 35-42 illustrate a series of CMW screens which may be generated during
operation of
the present invention for a typical scenario involving a remote expert who
takes advantage of many of
the features provided by the present invention.
DETAILED DESCRIPT10N OF THE PREFERRED EMBODIMENTS
OVERALL SYSTEM ARCHITECTURE
Referring initially to Figure 1, illustrated therein is an overall
diagrammatic view of a
multimedia collaboration system in accordance with the present invention. As
shown, each of a
plurality of "multimedia local area networks" (MLANs) 10 connects, via lines
13, a plurality of
CMWs 12-1 to 12-10 and provides audiolvideoldata networking for supporting
collaboration among
CMW users. WAN IS in turn connects multiple MLANs 10, and typically includes
appropriate
combinations of common carrier analog and digital transmission networks.
Multiple MLANs 10 on
the same physical premises may be connected via hridges/routes I 1, as shown,
to WANs and one
another.
In accordance with the present invention, the system of Figure 1 accommodates
both "real
time" delay- and .fitter-sensitive signals (e.g., real-time audio and video
teleconferencing) and
classical asynchronous data (e.g., data control signals as well as shared
textual, graphics and other
6
CA 02296185 2000-O1-21
media) communication among multiple CMWs 12 regardless of their location.
Although only ten
CMWs 12 are illustrated in Figure l, it will he understood that many more
could be provided. As
also indicated in Figure 1, various other multimedia resources 16 (e.g., VCRs,
laserdiscs, TV feeds,
etc.) are connected to MLANs 10 and are thereby accessible by individual CMWs
12.
CMW 12 in Figure 1 may use any of a variety of types of operating systems,
such as Apple
System 7, UNIX, DOS/Windows and OS12. The CMWs can also have different types
of window
systems. Specitic embodiments of a CMW l2 are described hereinafter in
connection with Figures
18A and 18B. Note that this invention allows fur a mix of operating systems
and window systems
across individual CMWs.
CMW 12 provides real-time audiu/videoldata capabilities along with the usual
data processing
capabilities provided by its operating system. For example, Fig. 2A
illustrates a CMW screen
containing live, full-motion video of three conference participants, while
Figure 2B illustrates data
and shared annotated by those conferees (lower left window). CMW 12 provides
for bidirectional
communication, via lines 13, within MLAN 10, for audiolvideo signals as well
as data signals.
Audiolvideo signals transmitted from a CMW 12 typically comprise a high-
quality live video image
and audio of the CMW operator. These signals are obtained from a video camera
and microphone
provided at the CMW (via an add-on unit or partially or totally integrated
into the CMW), processed,
and then made available to low-cost network transmission subsystems.
Audiolvideo signals received by a CMW 12 from MLAN LO may typically include:
video
images of one or more conference participants and associated audio, video and
audio from multimedia
mail, previously recorded audio/video from previous calls and conferences, and
standard broadcast
television (e.g., CNN). Received video signals are displayed on the CMW screen
or on an adjacent
monitor, and the accompanying audio is reproduced by a speaker provided in or
near the CMW. In
general, the required transducers and signal processing hardware could he
integrated into the CMW,
or be provided via a CMW add-on unit, as appropriate.
In the preferred embodiment, it has been found particularly advantageous to
provide the
above-described vide at standard NTSC-quality TV pert'ormance (i.e., 30 frames
per second at
640x480 pixels per frame and the equivalent of 24 bits of color per pixel)
with accompanying high-
.. fidelity audio (typically between 7 and 15 KHz).
MULTIMEDIA LOCAL AREA NETWORK
Referring next to Figure 3, illustrated therein is a preferred embodiment of
MLAN 10 having
ten CMWs (12-1,--l2-10), coupled therein via lines 13a and 13h. MLAN 10
typically extends over
a distance from a few hundred feet to a few miles, and is usually located
within a building or a group
of proximate buildings.
7
CA 02296185 2000-O1-21
Given the current state of networking technologies, it is useful (for the sake
of maintaining
quality and minimizing costs) to provide separate signal paths for real-time
audio/video and classical
asynchronous data communications (including digitized audio and video
enclosures of multimedia
mail messages that are free from real-time delivery constraints). At the
moment, analog methods for
carrying real-time audiolvideo are preferred. In the future, digital methods
may be used.
Eventually, digital audio and video signal paths may he multiplexed with the
data signal path as a
common digital stream. Another alternative is to multiplex real-time and
asynchronous data paths
together using analog multiplexing methods. For the purposes of illustration,
however, these two
signal paths are treated as using physically separate wires. Further, as this
embodiment uses analog
networking for audio and video, it also physically separates the real-time and
asynchronous switching
vehicles and, in particular. assumes an analog audio/video switch. In the
future, a common switching
vehicle (e.g., ATM) could he used.
The MLAN 10 thus can be implemented in the preferred embodiment using
conventional
technology, such as typical Data LAN huhs 25 and A/V Switching Circuitry 30
(as used in television
studios and other closed-circuit television networks), linked to the CMWs 12
via appropriate
transceivers and unshielded twisted pair (UTP) wiring. Note in Figure I that
lines 13, which
interconnect each CMW 12 within its respective MLAN 10, comprise two sets of
lines 13a and 13b.
Lines 13a provide bidirectional communication of audio/video within MLAN 10,
while lines 13b
provide for the hidirectional communication of data. This separation permits
conventional LANs to
be used for data communications and a supplemental network to be used for
audiolvideo
communications. Although this separation is advantageous in the preferred
embodiment, it is again to
be understood that audiolvideoldata networking.can also be implemented using a
single pair of lines
for both audiolvideo and data communications via a very wide variety of analog
and digital
multiplexing schemes.
While lines 13a and 13h may he implemented in various ways, it is currently
preferred to use
commonly installed 4-pair UTP telephone wires, wherein one pair is used for
incoming video with
accompanying audio (mono or stereo) multiplexed in, wherein another pair is
used for outgoing
multiplexed audio/video, and wherein the remaining two pairs are used for
carrying incoming and
outgoing data in ways consistent with existing LANs. For example, lOBaseT
Ethernet uses RJ-45
pins 1, 2, 4, and 6, leaving pins 3, 5, 7, and 8 availahle for the two AIV
twisted pairs. The
resulting system is compatihle with standard (AT&T 258A, EIAITIA 568, 8P8C,
lOBaseT, ISDN,
6P6C, etc.) telephone wiring found commonly throughout telephone and LAN cable
plants in most
office buildings throughout the world. These UTP wires are used in a hierarchy
or peer
arrangements of star topologies to create MLAN 10, described below. Note that
the distance range
of the data wires often must match that of the video and audio. Various UTP-
compatible data LAN
networks may be used, such as Ethernet, token ring, FDDI, ATM, etc. For
distances longer than the
8
CA 02296185 2000-O1-21
maximum distance specified by the data LAN protocol, data signals can he
additionally processed for
proper UTP operations.
As shown in Figure 3, lines 13a from each CMW 12 are coupled to a conventional
Data
LAN huh 25, which facilitates the communication of data (including control
signals) among such
CMWs. Lines 13h in Figure 3 are connected to A/V Switching Circuitry 30. One
or more
conference bridges 35 are coupled to A/V Switching Circuitry 30 and possibly
(if needed) the Data
LAN hub 25, via lines 35h and 35a, respectively, for providing multi-party
conferencing in a
particularly advantageous manner, as will hereinafter he described in detail.
A WAN gateway 40
provides for bidirectional communication between MLAN 10 and WAN IS in Figure
1. For this
purpose, Data LAN huh 25 and AIV Switching Circuitry 30 are coupled to WAN
gateway 40 via
outputs 25a and 30a, respectively. Other devices connect to the AIV Switching
Circuitry 30 and
Data LAN hub 25 to add additional features (such as multimedia mail,
conference recording, etc.) as
discussed below.
Control of A/V Switching Circuitry 30, conference bridges 35 and WAN gateway
40 in ,
Figure 3 is provided by MLAN Server 60 via lines 60h, 60c, and 60d,
respectively. In one
embodiment, MLAN Server 60 supports the TCP/1P network protocol suite.
Accordingly, software
processes on CMWs 12 communicate with one another and MLAN Server 60 via MLAN
10 using
these protocols. Other network protocols could also he used, such as IPX. The
manner in which
software running on MLAN Server 60 controls the operation of MLAN 10 will be
described in detail
hereinafter.
Note in Figure 3 that Data LAN huh 25, A/V Switching Circuitry 30 and MLAN
Server 60
also provide respective lines 25b, 30h, and 60e fior coupling to additional
multimedia resources 16
(Figure 1), such as multimedia document management, multimedia databases,
radioITV channels, etc.
Data LAN huh 25 (via hridgeslrouters 11 in Figure 1 ) and AIV Switching
Circuitry 30 additionally
provide lines 25c and 30c for coupling to one or more other MLANs 10 which may
be in the same
locality (i.e., not far enough away to require use of WAN technology). Where
WANs are required,
WAN gateways 40 are used to provide highest quality compression methods and
standards in a shared
resource fashion, thus minimizing casts at the workstation for a given WAN
quality level, as
discussed below.
The basic operation of the preferred embodiment of the resulting collaboration
system shown
in Figures 1 and 3 will next he considered. Important features of the present
invention reside in
providing npt only multi-party real-time desktop audio/video/data
teleconferencing among
geographically distributed CMWs, hut also in providing from the same desktop
audio/video/data/text/graphics mail capabilities, as well as access to other
resources, such as
databases, audio and video tiles, overview cameras, standard TV channels, etc.
Fig. 2B illustrates a
CMW screen showing a multimedia EMAIL mailbox (top left window) containing
references to a
9
CA 02296185 2000-O1-21
number of received messages along with a video enclosure (top right window) to
the selected
message.
Returing to Figures 1 and 3, AIV Switching Circuitry 30 (whether digital or
analog as in the
preferred embodiment) provides common audio/video switching for CMWs 12,
conference bridges
35, WAN gateway 40 and multimedia resources 16, as determined by MLAN Server
b0, which in
turn controls conference bridges 35 and WAN gateway 40. Similarly,
asynchronous data is
communicated within MLAN 10 utilizing common data communications formats where
possible (e.g.,
for snapshot sharing) so that the system can handle such data in a common
manner, regardless of
origin, thereby facilitating multimedia mail and data sharing as well as
audio/video communications.
For example, to provide multi-party teleconferencing, an initiating CMW 12
signals MLAN
Server 60 via Data LAN hub 25 identifying the desired conference participants.
After determining
which of these conferees will accept the call, MLAN Server 60 controls A/V
Switching Circuitry 30
(and CMW software via the data network) to set up the required audio/video and
data paths to
conferees at the same location as the initiating CMW.
When one or more conferees are at distant locations, the respective MLAN
Servers 60 of the
involved MLANs 10, on a peer-to-peer basis, control their respective A/V
Switching Circuitry 30,
conference bridges 35, and WAN gateways 40 to set up appropriate communication
paths (via WAN
15 in Figure 1) as required for interconnecting the conferees. MLAN Servers 60
also communicate
with one another via data paths so that each MLAN 10 contains updated
information as to the
capabilities of all of the system CMWs 12, and also the current locations of
all parties available for
teleconferencing.
The data conferencing component of the above-described system supports the
sharing of
visual information at one or more CMWs (as described in greater detail below).
This encompasses
both "snapshot sharing" (sharing "snapshots" of complete or partial screens,
or of one or more
selected windows) and "application sharing" (sharing both the control and
display of running
applications). When transferring images, lossless or slightly lossy image
compression can be used to
reduce network bandwidth requirements and user-perceived delay while
maintaining high image
quality.
In all cases, any participant can point at or annotate the shared data. These
associated
telepointers and annotations appear on every participant's CMW screen as they
are drawn (i.e.,
effectively in real time). For example, note Figure 2B which illustrates a
typical CMW screen during
a multi-party teleconferencing session, wherein the screen contains annotated
shared data as well as
video images of tha conferees. As described in greater detail below, all or
portions of the
audio/video and data of the teleconference can he recorded at a CMW (or within
MLAN 10),
complete with all the data interactions.
CA 02296185 2000-O1-21
In the above-descrihed preferred emhodiment, audiolvideo tile services can be
implemented
either at the individual CMWs 12 or by employing a centralized audio/video
storage server. This is
one example of the many types of additional servers that can he added to the
basic system of MLANs
10. A similar approach is used for incorporating other multimedia services,
such as commercial TV
S channels, multimedia mail, multimedia document management, multimedia
conference recording,
visualization servers, etc. (as descrihed in greater detail helow). Certainly,
applications that run self-
contained on a CMW can he readily added, hut the invention extends this
capability greatly in the
way that MLAN 10, storage and other functions are implemented and leveraged.
In particular, standard signal formats, network interfaces, user interface
messages, and call
models can allow virtually any multimedia resource to he smoothly integrated
into the system.
Factors facilitating such smooth integration include: (i) a common mechanism
for user access across
the network; (ii) a common metaphor (e.g., placing a call) for the user to
initiate use of such
resource; (iii) the ahility for one function (e.g., a multimedia conference or
multimedia database) to
access and exchange information with another function (e.g., multimedia mail);
and (iv) the ability to
1S extend such access of one networked function by another networked function
to relatively complex
nestings of simpler functions (for example, record a multimedia conference in
which a group of users
has accessed multimedia mail messages and transferred them to a multimedia
database, and then send
part of the conference recording just created as a new multimedia mail
message, utilizing a
multimedia mail editor if necessary).
A simple example of the smooth integration of functions made possible by the
above-
described approach is that the GUI and software used for snapshot sharing
(described below) can also
be used as an input/output interface for multimedia mail and more general
forms of multimedia
documents. This can he accomplished by structuring the interprocess
communication protocols to be
uniform across all these applications. More complicated examples -
specifically multimedia
2S conference recording, multimedia mail and multimedia document management -
will be presented in
detail below.
WIDE AREA NETWORK
Next to be descrihed in connection with Figure 4 is the advantageous manner in
which the
present invention provides for real-time audio/videoldata communication among
geographically
dispersed MLANs 10 via WAN 1S (Figure I), whereby communication delays, cost
and degradation
of video quality are significantly minimized from what would otherwise be
expected.
Four MLANs 10 are illustrated at locations A, B, C and D. CMWs 12-1 to 12-10,
AIV
Switching Circuitry 30, Data LAN huh 2S, and WAN gateway 40 at each location
correspond to
3S those shown in Figures 1 and 3. Each WAN gateway 40 in Figure 4 will be
seen to comprise a
router/codec (R&C) hank 42 coupled to WAN IS via WAN switching multiplexer 44.
The router is
CA 02296185 2000-O1-21
used for data interconnection and the codec is used for audio/video
interconnection (for multimedia
mail and document transmission, as well as videoconferencing). Codecs from
multiple vendors, or
supporting various compression algorithms may ha employed. In the preferred
embodiment, the
router and codec are combined with the switching multiplexer to form a single
integrated unit.
Typically, WAN 15 is comprised of T1 or ISDN common-carrier-provided digital
links
(switched or dedicated), in which case WAN switching multiplexers 44 are of
the appropriate type
(T1, ISDN, fractional T1, T3, switched 56 Khps, etc.). Note that the WAN
switching multiplexer 44
typically creates subchannels whose bandwidth is a multiple of 64 Kbps (i.e.,
256 Kbps, 384, 768,
etc.) among the T1, T3 or ISDN carriers. Inverse multiplexers may he required
when using 56 Kbps
dedicated or switched services from these carriers.
In the MLAN 10 to WAN 15 direction, routerlcodec bank 42 in Figure 4 provides
conventional analog-to-digital conversion and compression of audiolvideo
signals received from A/V
Switching Circuitry 30 for transmission to WAN 15 via WAN switching
multiplexer 44, along with
transmission and routing of data signals received from Data LAN huh 25. In the
WAN 15 to
MLAN 10 direction, each routerlcodec hank 42 in Figure 4 provides digital-to-
analog conversion and
decompression of audio/video digital signals received from WAN 15 via WAN
switching multiplexer
44 for transmission to A/V Switching Circuitry 30, along with the transmission
to Data LAN hub 25
of data signals received from WAN 15.
The system also provides optimal routes for audiolvideo signals through the
WAN. For
example, in Figure 4, location A can take either a direct route to location D
via path 47, or a two-
hop route through location C via paths 48 and 49. If the direct path 47
linking location A and
location D is unavailable, the multipath route via location C and paths 48 and
49 could be used.
In a more complex network, several multi-hop routes are typically available,
in which case
the routing system handles the decision making, which for example can he based
on network loading
considerations. Note the resulting two-level network hierarchy: a MLAN 10 to
MLAN 10 (i.e.,
site-to-site) service connecting codecs with one another only at connection
endpoints.
The cost savings made possible by providing the above-described multi-hop
capability (with
intermediate codec bypassing) are very significant as will become evident by
noting the examples of
Figures 5 and 6. Figure 5 shows that using the conventional "fully connected
mesh" location-to-
location approach, thirty-six WAN links are required for interconnecting the
nine locations L1 to L8.
On the other hand, using the above multi-hop capabilities, only nine WAN links
are required, as
shown in Figure 6. As the number of locations increase, the difference in cost
becomes even greater.
For example, for 100 locations, the conventional approach would require about
5,000 WAN links,
while the mufti-hop approach of the present invention would typically require
300 or fewer (possibly
considerately fewer) WAN links. Although specific WAN links for the mufti-hop
approach of the
invention would require higher bandwidth to carry the additional traffic, the
cost involved is very
12
CA 02296185 2000-O1-21
much smaller as compared to the cost for the very much larger number of WAN
links required by
the conventional approach.
At the endpoints of a wide-area call, the WAN switching multiplexer routes
audiolvideo
signals directly from the WAN network interface through an available codec to
MLAN 10 and vice
versa. At intermediate hops in the network, however, video signals are routed
from one network
interface on the WAN switching multiplexer to another network interface.
Although A/V Switching
Circuitry 30 could he used for this purpose, the preferred embodiment provides
switching
functionality inside the WAN switching multiplexer. By doing so, it avoids
having to route
audio/video signals through codecs to the analog switching circuitry, thereby
avoiding additional
codec delays at the intermediate locations.
A product capable of performing the basic switching functions described above
for WAN
switching multiplexer 44 is available from Teleos Corporation, Eatontown, New
Jersey (U.S.A.).
This product is not known to have been used for providing audiolvideo multi-
hopping and dynamic
switching among various WAN links as described above.
IS In addition to the above-described multiple-hop approach, the present
invention provides a
particularly advantageous way of minimizing delay, cost and degradation of
video quality in a multi-
party video teleconference involving geographically dispersed sites, while
still delivering full
conference views of all participants. Normally, in order for the CMWs at all
sites to be provided
with live audiolvideo of every participant in a teleconference simultaneously,
each site has to allocate
(in routerlcodec hank 42 in Figure 4) a separate codec for each participant,
as well as a like number
of WAN trunks (via WAN switching multiplexer 44 in Figure 4).
As will next be described, however, the preferred embodiment of the invention
advantageously permits each wide area audio/video teleconference to use only
one codec at each site,
and a minimum number of WAN digital trunks. Basically, the preferred
embodiment achieves this
most important result by employing "distributed" video mosaicing via a video
"cut-and-paste"
technology along with distributed audio mixing.
DISTRIBUTED VIDEO MOSAiCING
Figure 7 illustrates a preferred way of providing video mosaicing in the MLAN
of Figure 3 -
i.e., by combining the individual analog video pictures tTOm the individuals
participating in a
teleconference into a single analog mosaic picture. As shown in Figure 7,
analog video signals 112-1
to 112-n from the participants of a teleconference are applied to vide
mcisaicing circuitry 36, which
in the preferred embodiment is provided as part of conference bridge 35 in
Figure 3. These analog
video inputs 112-l to 112-n are obtained from the AIV Switching Circuitry 30
(Figure 3) and may
include video signals from CMWs at one or more distant sitar (received via WAN
gateway 40) as
well as from other CMWs at the local site.
13
CA 02296185 2000-O1-21
Video mosaicing circuitry, 36, represented by block is capable of receiving N
individual
analog video picture signals (where N is a squared integer, i.e., 4, 9, 16,
etc.). Circuitry 36 first
reduces the size of the N input video signals by reducing the resolutions of
each by a factor of M
(where M is the square root of N (i.e., 2, 3, 4, etc.), and then arranging
them in an M-by-M mosaic
of N images. The resulting single analog mosaic 36a obtained from video
mosaicing circuitry 36 is
then transmitted to the individual CMWs for display on the screens thereof.
As will become evident hereinafter, it may be preferable to send a different
mosaic to distant
sites, in which case video mosaicing circuitry 36 would provide an additional
mosaic 36b for this
purpose. A typical displayed mosaic picture (N=4, M=2) showing three
participants is illustrated in
Figure 2A. A mosaic containing four participants is shown in Figure 8B. It
will be appreciated that,
since a mosaic (36a or 36b) can be transmitted as a single video picture to
another site, via WAN 15
(Figures 1 and 4), only one codes and digital trunk are required. Of course,
if only a single
individual video picture is required to be sent from a site, it may be sent
directly without being
included in a mosaic.
Note that for large conferences it is possible to employ multiple video
mosaics, one for each
video window supported by the CMWs (see, e.g., Figure 8C). In very large
conferences, it is also
possible to display video only from a select focus group whose members are
selected by a dynamic
"floor control" mechanism. Also note that, with additional mosaic hardware, it
is possible to give
each CMW its own mosaic. This can be used in small conferences to raise the
mazimum number of
participants (from MZ to MZ = 1 - i.e., 5, 10, 17, etc.) or to give everyone
in a large conference
their own "focus group" view.
Also note that the entire video mosaicing approach described thus far and
continued below
applies should digital video transmission be used in lieu of analog
transmission, particularly since
both mosaic and video window implementations use digital formats internally
and in current products
are transformed to and from analog for ezternal interfacing. In particular,
note that mosaicing can be
done digitally without decompression with many ezisting compression schemes.
Further, with an all-
digital approach, mosaicing can be done as needed directly on the CMW.
Figure 9 illustrates audio mizing circuitry 38, represented by block for use
in conjunction
with the video mosaicing circuitry 36 in Figure 7, both of which may be part
of conference bridges 35
in Figure 3. As shown in Figure 9, audio signals 114-1 to 114-n are applied to
audio summing
circuitry 38 for combination. These input audio signals 114-1 to 114-n may
include audio signals
from local participants as well as audio sums from participants at distant
sites. Audio mizing
circuitry 38 provides a respective "minus-1" sum output 38a-1, 38a-2, etc. for
each participant. Thus,
each participant hears every conference participant's audio ezcept his/her
own.
' In the preferred embodiment, sums are decomposed and formed in a distributed
fashion,
creating partial sums at one site which are completed at other sites by
appropriate signal insertion.
14
CA 02296185 2000-O1-21
Accordingly, audio mining circuitry 38 is able to provide one or more
additional sums, such as
indicated by output 38, for sending to other sites having conference
participants.
Next to be considered is the manner in which video cut-and-paste techniques
are
advantageously employed in the preferred embodiment. It will be understood
that, since video
mosaics and/or individual video pictures may be sent from one or more other
sites, the problem
arises as to how these situations are handled. Video cut-and-paste circuitry
39, as illustrated in Figure
10, is provided for this purpose, and may also be incorporated in the
conference bridges 35 in Figure
3.
Referring to Figure 10, video cut-and-paste circuitry 39 eives analog video
inputs i 16, which
may be comprised of one or more mosaics or single video pictures received from
one or more
distant sites and a mosaic or single video picture produced by the local site.
It is assumed that the
local video mosaicing circuitry 36 (Figure 7) and the video cut-and-paste
circuitry 39 have the
capability of handling all of the applied individual video pictures, or at
least are able to choose which
ones are to be displayed based on existing available signals.
The video cut-and-paste circuitry 39 digitizes the incoming analog video
inputs 116,
selectively rearranges the digital signals on a region-by-region basis to
produce a single digital M-by-
M mosaic, having individual pictures in selected regions, and then converts
the resulting digital
mosaic back to analog form to provide a single analog mosaic picture 39a for
sending to local
participants (and other sites where required) having the individual input
video pictures in appropriate
regions. This resulting cut-and-paste analog mosaic 39a will provide the same
type of display as
illustrated in Figure 8B. As will become evident hereinafter, it is sometimes
beneficial to send
different cut-and-paste mosaics to different sites, in which case video cut-
and-paste circuitry 39 will
provide additional cut-and-paste mosaics 39b-1, 39b-2, etc. for this purpose.
Figure 11 diagrammatically illustrates an example of how video cut-and-paste
circuitry may
operate to provide the cut-and-paste analog mosaic 39a. As shown in Figure 11,
four digitized
individual signals 116a, 116b, 116c and 1164 derived from the input video
signals are ~pasted~ into
selected regions of a digital frame buffer 17 to form a digital 2x2 mosaic,
which is converted into an
output analog video mosaic 39a or 39b in Figure 10. The required audio partial
sums may be provided
by audio mining circuitry 39 in Figure 9 in the same manner, replacing each
cut-and-paste video
operation with a partial sum operation.
Having described in connection with Figures 7-11 how video mosaicing, audio
mixing, video
cut-and-pasting, and distributed audio mining may be performed, the following
description of Figures
12-17 will illustrate how these capabilities may advantageously be used in
combination in the content
of wide-area videoconferencing. For these examples, the teleconference is
assumed to have four
' participants designated as A, B, C, and D, in which case 2x2 (quad) mosaics
are employed. It is to
be understood that greater numbers of participants could be provided. Also,
two or more
CA 02296185 2000-O1-21
simultaneously occurring teleconferences could also be handled, in which case
additional mosaicing,
cut-and-paste and audio mixing circuitry would be provided at the various
sites along with additional
WAN paths. For each example, the "A" figure illustrates the video mosaicing
and cut-and-pasting
provided, and the corresponding "B" figure (having the same figure number)
illustrates the associated
audio mining provided. Note that these figures indicate typical delays that
might be encountered for
each example (with a single "UNIT" delay ranging from 0-450 milliseconds,
depending upon available
compression technology).
Figures 12A and 12B illustrate a 2-site example having two participants A and
B at Site # 1
and two participants C and D at Site #2. Note that this example requires
mosaicing and cut-and-paste
at both sites.
Figures 13A and 13B illustrate another 2-site example, but having three
participants A, B
and C at Site #1 and one participant D at Site #2. Note that this example
requires mosaicing at both
sites, but cut-and-paste only at Site #2.
Figures 14A and 14B illustrate a 3-site example having participants A and B at
Site #1,
participant C at Site #2, and participant D at Site #3. At Site #1, the two
local videos A and B are put
into a mosaic which is sent to both Site #2 and Site #3. At Site #2 and Site
#3, cut-and-paste
is used to insert the single video (C or D) at that site into the empty region
in the imported A, B, and
D or C mosaic, respectively, as shown. Accordingly, mosaicing is required at
all three sites, and
cut-and-paste is only required for Site #2 and Site #3.
Figures 15A and 15B illustrate another 3-site example having participant A at
Site #1,
participant B at Site #2, and participants C and D at Site #3. Note that
mosaicing and cut-and-paste
are required at all sites. Site #2 additionally has the capability to send
different cut-and-paste mosaics
to Site #1 and Site #3. Further note with respect to Figure 15B that Site #2
creates minus-1 audio
m'vces for Site #1 and Site #2, but only provides a partial audio mix (A&B)
for Site #3. These partial
mites are completed at Site #3 by mixing in C's signal to complete D's mix
(A+B+C) and D's
signal to complete C's mix (A+B+D).
Figure 16 illustrates a 4-site example employing a star topology, having one
participant at
each site; that is, participant A is at Site #1, participant B is at Site #2,
participant C is at Site #3,
and participant D is at Site #4. An audio implementation is not illustrated
for this example, since
standard minus-1 mixing can be performed at Site #1, and the appropriate sums
transmitted to the
other sites.
Figures 17A and 17B illustrate a 4-site example that also has only vne
participant at each site,
but uses a line topology rather than a star topology as in the example of
Figure 16. Note that this
example requires mosaicing and cut-and-paste at all sites. Also note that Site
#2 and Site #3 are each
' required to transmit two different types of cut-and-paste mosaics.
16
CA 02296185 2000-O1-21
The preferred emhodiment also provides the capahility of allowing a conference
participant to
select a close-up of a participant displayed un a mosaic. This capahility is
provided whenever a full
individual video picture is availahle at that user's site. In such vase, the
AIV Switching Circuitry 30
(Figure 3) switches the selected full video picture (whether ohtained locally
or from another site) to
the CMW that requests the close-up.
Next to he descrihed in connection with Figures 18A, 18B, 19 and 20 are
various
embodiments of a CMW 'n accordance with the invention.
COLLABORATIVE MULTIMEDIA WORKSTATION HARDWARE
One emhodiment of a CMW 12 of the present invention is illustrated in Fig.
18A. Currently
availahle personal computers (e.g., an Apple Macintosh or an IBM-compatible
PC, desktop or laptop)
and workstations (e.g., a Sun SPARCstation) can he adapted to work with the
present invention to
provide such features as real-time videoconferencing, data conferencing,
multimedia mail, ete. In
business situations, it can he advantageous to set up a laptop to operate with
reduced functionality via
IS cellular telephone links and removahle storage media (e.g., CD-ROM, video
tape with timecode
support, etc.), hut take on full capability hack in the office via a docking
station connected to the
MLAN 10. This requires a voice and data modem as yet another function server
attached to the
MLAN.
The currently available personal computers and workstations serve as a base
workstation
platform. The addition of certain audio and video 110 devices to the standard
components of the base
platform 100 (where standard components include the display monitor 200,
keyboard 300 and mouse
or tablet (or other painting device) 400), all of which connect with the base
platform box through
standard peripheral ports 101, 102 and 103, enables the CMW to generate and
receive real-time audio
and vide signals. These devices include a video camera 500 for capturing the
user's image, gestures
and surroundings (particularly the user's face and upper body), a microphone
600 for capturing the
user's spoken words (and any other sounds generated at the CMW), a speaker 700
for presenting
incoming audio signals (such as the spoken words of another participant to a
videoconference or
audio annotations to a document), a video input card 130 in the hale platform
100 for capturing
incoming video signals (e.g., the image of another participant to a
videoconference, or videomail),
and a video display card 120 fur displayinD vide and graphical output on
monitor 200 (where video
is typically displayed in a separate window).
These peripheral audio and vide IIO devices are readily available from a
variety of vendors
and are ,just beginning to become standard futures in (and often physically
integrated into the
monitor and/or hale platform ot) certain personal computers and workstations.
See, ~, the
aforementioned BYTE article ("Video Conquers the Desktop"), which describes
current models of
Apple's Macintosh AV series personal c;omputen and Silicon Graphics' Indy
workstations.
17
CA 02296185 2000-O1-21
Add-on box 800 (shown in FiD. 18A and illustrated in greeter detail in Fig.
19) integrates
these audio and video I/O devices with additional timctions (such as adaptive
echo canceling and
signal switching) and interfaces with AV Network 901. AV Network 901 is the
part of the MLAN
which carries hidirectional eudio and video signals amonb the CMWs and A/V
Switching
S Circuitry 30 - e.g., utilizing existing UTP wiring to carry audio and video
signals (digital or analog,
as in the present emhodiment).
In the present emhodirr~nt, the AV network 901 is separate and distinct from
the Data
Network 902 portion of the MLAN 10, which carries hidirectional data signals
among the CMWs and
the Data LAN huh (e.g., an Ethernet network that also utilizes UTP wiring in
the present
10 embodiment with a network interface card I 10 in each CMW). Note that each
CMW will typically
be a node on both the AV and the Data Networks.
There are several approaches to implementing Add-cm box 800. In a typical
videoconference,
video camera 500 and microphone 600 capture and transmit outgoing video and
audio signals into
ports 801 and 802, respectively, of Add-on hox 800. These signals are
transmitted via AudioIVideo
I/0 port 805 across AV Network 901. Incoming video and audio signals (from
another
videoconference participant) are received across AV network 901 through
Audio/Video I/O port 805.
The video signals are sent out of V-OUT port 803 of CMW add-on box 800 to
video input card 130
of base platform 100, where they are displayed (typically in a separate video
window) on monitor
200 utilizing the standard hale platform video display card 120. The audio
signals are sent out of A-
OUT port 804 of CMW add-on hox 800 and played through speaker 700 while the
video signals are
displayed on monitor 200. The same signal tlow occurs for other non-
teleconferencing applications
of audio and video.
Add-on hox 800 can he controlled by CMW software (illustrated in Fig. 20)
executed by base
platform 100. Control signals can he communicated hetween base platform port
I04 and Add-on box
Control port 806 (e.g., an RS-232, Centronics, SCSI or other standard
communications port).
Many other emhodiments of the CMW illustrated in Fig. 18A will work in
accordance with
the present invention. For example, Add-cm hox 800 itself can he implemented
as an add-in card to
the base platform 100. Connections to the audio and video 1/0 devices need not
change, though the
connection for base platform control can he implemented internally (e.g., via
the system bus) rather
than through an external RS-232 or SCSI peripheral port. Various additional
levels of integration can
also he achieved as will ha evident to those skilled in the art. Fur example,
microphones, speakers,
video cameras and UTP transceiver can he integrated into the hale platform 100
itself, and all media
handling technology and communications can ha integrated onto a single card.
A handset/headset ,jack enables the use of an integrated audio IIO device as
an alternate to the
separate microphone and speaker. A telephone interface could he integrated
into add-on box 800 as a
local implementation of computer-integrated telephony. A "hold" (i.e., audio
and video mute) switch
18
CA 02296185 2000-O1-21
andlor a separate audio mute switch could he added to Add-un hux 800 it such
an implementation
were deemed preferable to a software-haled interface.
The internals of Add-on hux 800 of Fig. 18A are illustrated in Fig. 19. Video
signals
generated at the CMW (e.g., captured by camera 500 of Fig. 18A) arc sent to
CMW add-on box 800
via V-IN port 801. They then typically pass unaffected through LoophackIAV
Mute circuitry 830 via
video ports 833 (input) and 834 (output) and into AIV Transceivers 840 (via
Video In port 842)
where they are transformed from standarJ video cable signals to UTP signals
and sent out via port
845 and AudioIVideo I10 port 805 onto AV Network 901.
The LoophackIAV Mute circuitry 830 can, however, he placed in various modes
under
software control via Control port 806 (implemented, for example, as a standard
UART). If in
loophack mode (e.g., for testing incoming and outgoing signals at the CMW),
the video signals
would he routed hack out V-OUT port 803 via video port 831. If in a mute mode
(e.g., muting
audio, vide or both), video signals might, ter example, he disconnected and no
video signal would
be sent out video port 834. Loophack and muting switching functionality is
also provided for audio
in a similar way. Note that computer control of loophack is very useful for
remote testing and
diagnostics while manual override of computer control on mute is effective for
assured privacy from
use of the workstation tbr electronic spying.
Video input (e.g., captured by the video camera at the CMW of another
videoconference
participant) is handled in a similar fashion. It is received along AV Network
901 through
Audio/Video IIO port 805 and port 845 of AIV Transceivers 840, where it is
sent out Video Out
port 841 to video port 832 of Loophack/AV Mute circuitry 830, which typically
passes such signals
out video port 831 to V-OUT port 803 (tier receipt by a vide input card or
other display mechanism,
such as LCD display 8I0 of CMW Side Mount unit 850 in Fig. 18B, to he
discussed).
Audio input and output (e.g., for playback through speaker 700 and capture by
microphone
600 of Fig. 18A) passes through AIV transceivers 840 (via Audio In port 844
and Audio Out port
843) and Loophack/AV Mute cirmitry 830 (through audio ports 837/838 and
836/835) in a similar
manner. The audio input and output ports of Add-on box 800 interface with
standard amplifier and
equalization circuitry, as well as an adaptive room echo canceler 814 to
eliminate echo, minimize
feedback and provide enhenced audio performance when using a separate
microphone and speaker.
In particular, use of adaptive room echo camelers provides high-quality audio
interactions in wide
area conferences. Bevause adaptive room echo canceling requires training
periods (typically
involving an objectionable blast of high-amplitude white nc~isa or tone
sequences) for alignment with
each acoustic environment, it is preferred that separate evho canceling he
dedicated to each
workstation rather than sharing a smaller group of echo caneelers across a
larger group of
workstations.
19
CA 02296185 2000-O1-21
Audio inputs passing through audio port 835 of Loophack/AV Mute circuitry 830
provide
audio signals to a speaker (via standard Echu Canceler circuitry 814 and A-OUT
port 804) or to a
handset or headset (via IIO ports 807 and 808, respectively, under volume
control circuitry 815
controlled by software through Control port 806). In al! cases, incoming audio
signals pass through
power amplifier circuitry 812 before being sent out of Add-on box 800 to the
appropriate audio-
emitting transducer.
Outgoing audio signals generated at the CMW (e.g., by microphone 600 of Fig.
18A or the
mouthpiece of a handset or headset) enter Add-on box 800 via A-IN port 802
(for a microphone) or
Handset or Headset I/O ports 807 and 808, respectively. In all cases, outgoing
audio signals pass
through standard preamplifier (81 I) and equalization (813) circuitry,
whereupon the desired signal is
selected by standard "Select" switching circuitry 816 (under software control
through Control port
806) and passed to audio port 837 of LoophackIAV Mute circuitry 830.
It is to he understcx~d that A/V Transceivers 840 may include muxing/demuxing
facilities so
as to enable the transmission of audiolvideo signals on a single pair of
wires, e.g., by encoding audio
signals digitally in the vertical retrace interval of the analog video signal.
Implementation of other
audio and video enhancements, such as stereo audio and external audiolvideo
I/O ports (e.g., for
recording signals generated at the CMW), are also well within the capabilities
of one skilled in the
art. If stereo audio is used in teleconferencing (i.e., to create useful
spatial metaphors for users), a
second echo canceler may be recommended.
Another embodiment of the CMW of this invention, illustrated in Fig. 18B,
utilizes a separate
(fully self-contained) "Side Mount" approach which includes its own dedicated
video display. This
embodiment is advantageous in a variety of situations, such as instances in
which additional screen
display area is desired (e.g., in a laptop computer or desktop system with a
small monitor) or where
it is impossible or undesirable to retrofit older, existing or specialized
desktop computers for
audiolvideo support. In this embodiment, video camera 500, microphone 600 and
speaker 700 of
Fig. 18A are integrated together with the functionality of Add-on box 800.
Side Mount 850
eliminates the necessity of external connections to these integrated audio and
video IIO devices, and
includes an LCD display 810 for displaying the incoming video signal (which
thus eliminates the need
for a base platform video input card 130).
Given the proximity of Side Mount device 850 to the user, and the direct
access to
audiolvideo I/O within that device, various additional controls 820 can be
provided at the user's
touch (all well within the capabilities of those skilled in the art). Note
that, with enough additions,
Side Mount unit 850 can hec;ome virtually a standalond device that does not
require a separate
computer for services using only audio and vidcx~. This also provides a way of
supplementing a
network of full-feature workstations with a few low-cost additional "audio
video intercoms" for
certain sectors of an enterprise (such as clerical, reception, factory floor,
etc.).
CA 02296185 2000-O1-21
A portable laptop implementation can he made to dzliver multimedia mail with
video, audio
and synchronized annotations via CD-ROM ar an add-on videotape unit with
separate video, audio
and time code tracks (a stereo videotape player can use the second audio
channel for time code
signals). Videotapes or CD-ROMs can he created in main offices and express
mailed, thus avoiding
the need for high-bandwidth networking when on the road. Cellular phone links
can be used to
obtain both voice and data communications (via modems). Modem-based data
communications are
sufficient to support remote control of mail or preser-ration playback,
annotation, file transfer and fax
features. The laptop can then he brought into the office and attached m a
docking station where the
available MLAN 10 and additional functions adapted from Add-on box 800 can be
supplied,
providing full CMW capability.
COLLABORATIVE NIULTIA~1ED1A WORKSTATION SOFTWARE
CMW software modules 160 are illustrated generally in Fig. 20 and discussed in
greater
detail below in conjunction with the software running on MLAN Server 60 of
Fig. 3. Software 160
allows the user to initiate and manage (in conjunction with the server
software) videoconferencing,
data conferencing, multimedia mail and other collaborative sessions with other
users across the
network.
Also present on the CMW in this embodiment are standard multitasking operating
system/GUI software 180 (a.g., Apple Macintosh System 7, Microsoft Windows
3.1, or UNIX with
the "X Window System" and Motif or other GUI "window manager" software) as
well as other
applications 170, such as word.processing and spreadsheet programs. Software
modules 161-168
communicate with operating systemIGUI software 180 and other applications 170
utilizing standard
function calls and interapplication protocols.
The central component of the Collaborative Multimedia Workstation software is
the
Collaboration Initiator 161. All collaborative functions can he accessed
through this module. When
~~the Collaboration Initiator is started, it exchanges initial configuration
information with the Audio
i
Video Network Manager (AVNM) 60 (shown in Fig. 3) through Data Network 902.
Information is
also sent from the Collaboration Initiator to the AVNM indicating the location
of the user, the types
w of services available on that workstation (e.g., videoconferencing, data
conferencing, telephony, etc.) .
and other relevant initialization information.
The Collaboration Initiator presents a user interface that allows the user to
initiate
collaborative sessions (both real-time and asynchronous). In the preferred
embodiment, session
participants can he selected from a graphical rolodex 163 that contains a
scrollable list of user names
or from a list of quick-dial buttons 162. Quick-dial buttons show the face
icons for the users they
.represent. In the preferred embodiment, thz icon representing the user is
retrieved by the
~~'Collahoration Initiator from the Direcaory Server 66 on MLAN Server 60 when
it starts up. Users
21
CA 02296185 2000-O1-21
can dynamically add new quick-dial hutams by dragging the corresponding
entries from the graphical
rolodex onto the quick-dial panel.
Once the user elects to initiate a callahorative session, he or she selects
one or more desired
participants by, for example, clicking on that name to select the desired
participant from the system
rolodex or a personal raUdex, or by clicking on the quick-dial button for that
participant (see, e.g.,
Fig. 2A). In either case, the user then selects the desired session type -
e.g., by clicking on a
CALL button to initiate a videoconference call, a SHARE halloo to initiate the
sharing of a snapshot
image or blank whitehoard, or a MAIL button to send mail. Alternatively, the
user can double-click
on the rolodex name or a face icon to initiate the default session type -
e.g., an audio/video
conference call.
The system also allows sessions to he invoked t'rom the keyboard. It provides
a graphical
editor to hind combinations of participants and session types to certain hot
keys. Pressing this hot
key (possibly in conjunction with a modifier key, e.g., < Shift > or < Ctrl >
) will cause the
Collaboration Initiator to start a session of the specified type with the
given participants.
Once the user selects the desired participant and session type, Collaboration
Initiator module
161 retrieves necessary addressing information from Directory Service 66 (see
Fig. 21). In the case
of a videoconference call, the Collaharation Initiator (or, in another
embodiment, Videophone module
169) then communicates with the AVNM (as described in greater detail below) to
set up the
necessary data structures and manage the various stags of that call, and to
control A/V Switching
Circuitry 30, which selects the appropriate audio and video signals to he
transmitted to/from each
participant's CMW. In the case of a data conferencing session, the
Collaboration Initiator locates,
via the AVNM, the Collaboration Initiator modules at the CMWs of the chosen
recipients, and sends
a message causing the Collaboration Initiator modules to invoke the Snapshot
Sharing modules 164 at
each participant's CMW. Subsequent videoconferencing and data conferencing
functionality is
discussed in greater detail below in the context of particular usage
scenarios.
As indicated previously, additional collaborative services - such as Mail 165,
Application
Sharing 166, Computer-Integrated Telephony 167 and Computer Integrated Fax 168
- are also
available from the CMW by utilizing Collaboration Initiator module l61 to
initiate the session (i.e.,
w to contact the participantv) and to invoke the appropriate application
necessary to manage the
collaborative session. When initiating asynchronous collaboration (e.g., mail,
fax, etc.), the
Collaboration Initiator contacts Directory Service 66 ti,r address information
(e.g., EMAIL address,
fax number, etc.) tbr the selected participants and invokes the appropriate
collaboration tools with the
obtained address information. For real-time sessions, the Cullahoration
Initiator queries the Service
Server module 69 inside AVNM 63 for the current location of the specified
participants. Using this
location information, it communicates (via the AVNM) with the Collaboration
Initiators of the other
session participants to c~xmdinate session setup. As a result, the various
Collaboration Initiators will
22
CA 02296185 2000-O1-21
invoke modules 166, 167 em 168 (including activating any necessary devices
such as the connection
between the telephone and the CMW's audio 110 port). Further details on
multimedia mail are
provided below.
MLAN SERVER SOFTWARE
Figpre 21 diagrammatically illustrates software 62 comprised of various
modules (as
discussed above) provided for running on MLAN Server 60 (Figure 3) in the
preferred embodiment.
It is to he understood that additional software modules could also he
provided. It is also to be
understood that, although the software illustrated in Figure ? I offers
various significant advantages,
as will become evident hereinafter, different forms and arrangements of
software may also be
employed within the scope of the invention. The software c:an also he
implemented in various sub-
parts running as separate processes.
In one embodiment, clients (e.g., sotiware-controlling workstations, VCRs,
laserdisks,
multimedia resources, etc.) communicate with the MLAN Server Software Modules
62 using the
TCPIIP network protocols. Generally, the AVNM 63 cooperates with the Service
Server 69,
Conference Bridge Manager (CBM 64 in Figure 21) and the WAN Network Manager
(WNM 65 in
Figure 21) to manage communications within and among both MLANs 10 and WANs 15
(Figures l
and 3).
The AVNM additionally c;ex~perates with Audio/Vide« Storage Server 67 and
other
multimedia services 68 in Figure 21 to support various types of collaborative
interactions as described
herein. CBM 64 in Figure 21 operates as a client of the AVNM 63 to manage
conferencing by
controlling the operation of conference bridges 35. This includes management
of the video mosaicing
circuitry 37, audio mixing circuitry 38 and cut-and-paste circuitry 39
preferably incorporated therein.
WNM 65 manages the allocation of paths (codecs and trunks) provided by WAN
gateway 40 for
accomplishing the communication to other sites called tbr by the AVNM.
Audio Video Network Manager
The AVNM 63 manages AIV Switching Circuitry 30 in Figure 3 for selectively
routing
audiolvideo signals to and from CMWs 12, and also to and from WAN gateway 40,
as called for by
clients. Audiolvideo devices (e.g., CMWs 12, conference bridges 35, multimedia
resources 16 and
WAN gateway 40 in Figure 3) connected to AIV Switching Circuitry 30 in Figure
3, have physical
connections for audio in, audio gut, video in and video out. For each device
on the network, the
AVNM combines these four connections into a port abstraction, wherein each
port represents an
addressable hidirectional audiolvide« channel. Each device connected to the
network has at least one
port. Different ports may share the same physical connections on the switch.
For example, a
conference bridge may typically have tbur ports (for 2x2 mcnaicing) that share
the same video-out
23
CA 02296185 2000-O1-21
connection. Not all devices need hoth video and audio connections at a port.
For example, a TV
tuner port needs only incoming audiolvide« connections.
In response to client program requests, the AVNM provides connectivity hetween
audio/video
devices by connecting their ports. Connecting ports is achieved by switching
one port's physical
input connections to the other port's physical output connections (fur hoth
audio and video) and vice-
versa. Client programs can specify which of the 4 physical connections on its
ports should be
switched. This allows client programs to estahlish unidirectional calls (e.l-
., by specifying that only
the port's input connections should he switched and not the port's output
connections) and audio-only
or video-only calls (hy specifying audio connactions only or vide connections
only).
Service Server
Before client programs can access audiolvideo reu~urc;es through the AVNM,
they must
register the collaborative services they provide with the Service Server 69.
Examples of these
services indicate "video call", "snapshot sharing", "conference" and "video
tile sharing." These
service records are entered into the Service Server's service database. The
service database thus
keeps track of the location of client programs and the types of collaborative
sessions in which they
can participate. This allows the Collaboration Initiator to find collaboration
participants no mauer
where they are located. The service database is replicated by all Service
Servers: Service Servers
communicate with other Service Servers in other MLANs throughout the system to
exchange their
service records.
Clients may create a plurality of services, depending on the collaborative
capabilities desired.
When creating a service, a client can specify the network resources (e.g.
ports) that will be used by
this service. In particular, service information is used to associate a user
with the audio/video ports
physically connected to the particular CMW into which tha user is logged in.
Clients that want to
receive requests do so by putting their services in listening mode. If clients
want to accept incoming
data shares, hut want to block incoming video calls, they must creata
different services.
A client can crate an exclusive service nn a set of ports to prevent other
clients from
creating services on these ports. This is useful, for example, to prevent
multiple conference bridges
from managing the same set of conference bridge ports. .
Next to be considered is tha preferred manner in which the AVNM 63 (Figure
21), in
cooperation with the Service Server 69, CBM 64 and participating CMWs provide
for managing
A/V Switching Circuitry 30 and conference bridges 35 in Figure 3 during
audio/video/data
teleconferencing. The participating CMWs may include workstations located at
both local and remote
sites.
BASIC TWO-PARTY VIDEOCONFERENCING
24
CA 02296185 2000-O1-21
As previously descrihed, a CMW includes a Collatx~ration Initiator software
module 161, (see
Fig. 20) which is used to estahlish person-to-person and multiparty calls. The
corresponding
collaboration initiator window advantageously provides quick-dial face icons
of frequently dialed
persons, as illustrated, tbr example, in Figure 22, which is an enlarged view
of typical face icons
along with various initiating huttuns (descrihed in greater detail below in
connection with Figs. 35-
42).
Videoconference calls can he initiated, for example, merely by double-
clic':ing on these
icons. When a call is initiated, the CMW typically provides a screen display
that includes a live
video picture of the remote conference participant, as illustrated tbr example
in Figure 8A. In the
preferred embodiment, this display also includes control huttonslmenu items
that can be used to place
the remote participant on hold, to resume a call on hold, to add one or more
participants to the call,
to initiate data sharing and to hang up the call.
The basic underlying software-controlled operations occurring for a two-party
call are
diagrammatically illustrated in Figure 23. After lugging to AVNM 63, as
indicated by (1) in Figure
23, a caller initiates a call (e.g., by selecting a user from the graphical
rolodex and clicking the call
button or by double-clicking the face icon of the callee on the quick-dial
panel). The caller's
Collahoration Initiator responds by identifying the selected user and
requesting that user's address
from Directory Service 66, as indicated by (2) in Figure 23. Directory Service
66 looks up the
callee's address in the directory database, as indicated by (3) in Figure 23,
and then returns it to the
caller's Collaboration Initiator, as illustrated by (4) in Figure 23.
The caller's Collaboration Initiator sends a request to the AVNM to place a
video call to the
caller with the specified address, as indicated by (5) in Figure 23. The AVNM
queries the Service
Server to find the service instance of type "vide« call" whose name
corresponds to the callee's
address. This service record identities the location of the callee's
Collaboration Initiator as well as
the network ports that the callee is connected tu. If nu service instance is
found for the callee, the
AVNM notifies the caller that the callee is not lugged in. If the callee is
local, the AVNM sends a
call event to the callee's Collaboration Initiator, as indicated by (6) in
Figure 23. If the callee is at a
remote site, the AVNM forwards the call request (5) through the WAN gateway 40
for transmission,
via WAN t5 (Figure I) to the Collaboration Initiator of the callee's CMW at
the remote site.
The callee's Collaboration Initiator can respond to the call event in a
variety of ways. In the
preferred embodiment, a user-selectable sound is generated to announce the
incoming call. The
Collaboration Initiator can then act in one of two modes. In "Telephone Mode,"
the Collaboration
Initiator displays an invitation message un the CMW screen that contains the
name of the caller and
buttons to accept or refuse the call. The Collaboration Initiator will then
accept or refuse the call,
depending on which huttan is pressed by the callee. In "Intercom Mode," the
Collaboration Initiator
CA 02296185 2000-O1-21
accepts all incoming calls automatically. unless there is already another call
active on the callee's
CMW, in which case behavior reverts to Telephone Mode.
The callee's Collaboration Initiator then muities the AVNM as to whether the
call will he
accepted or refused. If the call is accepted, (7), the AVNM sets up the
necessary communication
paths between the caller and the c:allee required tee establish the call. The
AVNM then notifies the
caller's Collaboration initiator that the call has been established by sending
it an accept event (8). If
the caller and callee era at different sites, their AVNMs will coordinate in
setting up thE_
communication paths at both sites; as required by the call. _
The AVNM may provide for managing connections among CMWs and other multimedia
resources for audiolvideoldata communications in various ways. The manner
employed in the
preferred embodiment will next ha described.
As has been described previously, the AVNM manages the switches in the A/V
Switching
Circuitry 30 in Figure 3 to provide port-to-port connections in response to
connection requests from
clients. The primary data structure used by the AVNM for managing these
connections will be
referred to as a callhandle, which is comprised of a plurality of hits,
including state bits.
Each port-to-port connection managed by the AVNM comprises two callhandles,
one
associated with each end of the cemnection. The callhandle at the client port
of the connection
permits the client to manege the client's end of the connection. The
callhandle mode bits determine
the current state of the callhandle and which of a port's four switch
connections (video in, video out,
audio in, audio out) are involved in a call.
AVNM clients sand call, requests to the AVNM whenever they want to initiate a
call. As part
of a call request, the client specities the local service in which the call
will be involved, the name of
the specific port to use for the call, identifying information as to the
callee, and the call mode. In
response, the AVNM creates a callhandle on the caller's port.
All callhandles are created in the "idle" state. The AVNM then puts the
caller's callhandle in
the "active" state. The AVNM next creates a callhandle for the callee and
sends it a call event,
which places the callee's callhandle in the "ringing" state. When the callee
accepts the call, its
callhandle is placed in the "active" state, which results in a physical
connection between the caller
°' and the callee. Each port can have an arbitrary number of
callhandles hound to it, but typically only
one of these callhandles can he active at the same time.
After a call has been set up, AVNM clients can send requests to the AVNM to
change the
state of the call, which can advantageously ha accomplished by controlling the
callhandle states. For
example, during a call, a call request from another party could arrive. This
arrival could be signaled
to the user by providing an alert indication in a dialog box on the user's CMW
screen. The user
could refuse the call by clicking on a refuse button in the dialog box, or by
clicking on a "hold"
26
CA 02296185 2000-O1-21
button on the active call window to put the current call on hold and allow the
incoming call to be
accepted.
The placing of the currently active call on hold can advantageously be
accomplished by
changing the caller's callhandle from the active state to a "hold" state,
which permits the caller to
answer incoming calls or initiate new calls, without releasing the previous
call. Since the connection
set-up to the callee will be retained, a call on hold can conveniently be
resumed by the caller clicking
on a resume button on the active call window, which retunns the corresponding
callhandle back to the
active state. Typically, multiple calls can be put on hold in this manner. As
an aid in managing calls
that are on hold, the CMW advantageously provides a hold list display,
identifying these on-hold calls
and (optionally) the length of time that each party is on hold. A
corresponding face icon could be
used to identify each on-hold call. In addition, buttons could be provided in
this hold display which
would allow the user to send a preprogrammed message to a party on hold. For
example, this
message could advise the callee when the call will be resumed, or could state
that the call is being
terminated and will be reinitiated at a later time.
Reference is now directed to Figure 24 which diagrammatically illustrates how
two-party calls
are connected for CMWs WS-1 and WS-2, located at the same MLAN 10. As shown in
Figure 24,
CMWs WS-1 and WS-2 are coupled to the local A/V Switching Circuitry 30 via
ports 81 and 82,
respectively. As previously described, when CMW WS-1 calls CMW WS-2, a
callhandle is created
for each port. If CMW WS-2 accepts the call, these two callhandles become
active and in response
thereto, the AVNM causes the AIV Switching Circuitry 30 to set up the
appropriate connections
between ports 81 and 82, as indicated by the dashed line 83.
Figure 25 diagrammatically illustrates how two-party calls are connected for
CMWs WS-1
and WS-2 when located in different MLANs l0a and lOb. As illustrated in Figure
25, CMW WS-1
of MLAN l0a is connected to a port 91a of AIV Switching Circuitry 30a of MLAN
10a, while
CMW WS-2 is connected to a port 91b of the audio/video switching circuit 30b
of MLAN lOb. It
will be assumed that MLANs l0a and lOb can communicate with each other via
ports 92a and 92b
(through respective WAN gateways 40a and 40b and WAN 15). A call between CMWs
WS-1 and
WS-2 can then be established by AVNM of MLAN l0a in response to the creation
of callhandles at
ports 91a and 92a, setting up appropriate connections between these ports as
indicated by dashed line
93a, and by AVNM of MLAN lOb, in response to callhandles created at ports 91b
and 92b, setting
up appropriate connections between these ports as indicated by dashed line
93b. Appropriate paths
94a and 94b in WAN gateways 40a and 40b, respectively, are set up by the WAN
network manager
65 (Figure 21) in each network.
CONFERENCE CALLS
~ Neat to be described in the specific manner in which the preferred
embodiment provides for
multi-party conference calls (involving more than two participants). When a
mold-party conference
27
CA 02296185 2000-O1-21
call is initiated, the CMW provides a screen that is similar to the screen for
two-party calls, which
displays a live video picture of the callee's image in a video window.
However, for mufti-party
calls, the screen includes a video mosaic containing a live video picture of
each of the conference
participants (including the CMW user's own picture), as shown, for example, in
Figure 8B. Of
course, other embodiments could show only the remote conference participants
(and not the local
CMW user) in the conference mosaic (or show a mosaic containing both
participants in a two-party
call). In addition to the controls shown in Figure 8B, the mufti-party
conference screen also includes
buttons/menu items that can be used to place individual conference
participants on hold, to remove
individual participants from the conference, to adjourn the entire conference,
or to provide a "close-
up" image of a single individual (in place of the video mosaic).
Mufti-party conferencing requires all the mechanisms employed for 2-party
calls. In addition,
it requires the conference bridge manager CBM 64 (Figure 21) and the
conference bridge 36 (Figure
3). The CBM acts as a client of the AVNM in managing the operation of the
conference bridges 36.
The CBM also acts as a server to other clients on the network. The CBM makes
conferencing services
available by creating service records of type "conference" in the AVNM service
database and
associating these services with the ports on A/V Switching Circuitry 30 for
connection to conference
bridges 36.
The preferred embodiment provides two ways for initiating a conference call.
The first way
is to add one or more parties to an existing two-party call. For this propose,
an ADD button is
provided by both the Collaboration Initiator and the Rolodex, as illustrated
in Figures 2A and 22.
To add a new party, a user selects the party to be added (by clicking on the
user's rolodex name or
face icon as described above) and clicks on the ADD button to invite that new
party. Additional
parties can be invited in a similar manner. The second way to initiate a
conference call is to select
the parties in a similar manner and then click on the CALL button (also
provided in the Collaboration
Initiator and Rolodex windows on the user's CMW screen).
Another alternative embodiment is to initiate a conference call from the
beginning by clicking
on a CONFERENCE/MOSAIC icon/buttonlmenu item on the CMW screen. This could
initiate a
conference call with the call initiator as the sole participant (i.e., causing
a conference bridge to be
allocated such that the caller's image also appears on his/her own screen in a
video mosaic, which
will also include images of subsequently added participants). New participants
could be invited, for
example, by selecting each new party's face icon and then:clicking on the ADD
button.
Next to be considered with reference to Figures 26 and 27 is the manner in
which conference
calls are handled in the preferred embodiment. For the purposes of this
description it will be
assumed that up to four parties may participate in a conference call. Each
conference uses four
' bridge ports 136-1, 136-2, 136-3 and 136-4 provided on A/V Switching
Circuitry 30a, which are
respectively coupled to bidirectional audio/video lines 36-1, 36-2, 36-3 and
36-4 connected to
28
CA 02296185 2000-O1-21
conference bridge 36. However, from this description it will he apparent how a
conference call may
he provided for additional parties, as well as simultaneously occurring
conference calls.
Once the Collahoration Initiator determines that a conference is to he
initiated, it queries the
AVNM for a conference service. If such a service is availahle, the
Collahoration Initiator requests
the associated CBM to allocate a conference bridge. The Collahoration
Initiator then places an
audiolvideo call to the CBM to initiate the ccmference. When the CBM accepts
the call, the AVNM
couples port 101 of CMW WS-1 to lines 36-1 of conference hridge 36 by a
connection 137 produced
in response to callhandles created tier port 101 of WS-I and hridge pert 136-
I.
When the.user of WS-1 selects the appropriate face icon and clicks the ADD
button to invite
a new participant to the conference, which will ba assumed to he CMW WS-3, the
Collaboration
Initiator on WS-1 sends an add request to the CBM. In response, the CBM calls
WS-3 via WS-3
port 103. When CBM initiates the call; the AVNM creates callhandles tbr WS-3
port 103 and bridge
port 136-2. When WS-3 accepts the call, its callhandle is made "active,"
resulting in connection 138
being provided to connect WS-3 and lines 136-2 of conference hridge 36.
Assuming CMW WS-1
IS next adds CMW WS-5 and then CMW WS-8, callhandles for their respective
ports and bridge ports
136-3 and 136-4 are created, in turn, as descrihed ahove fm WS-I and WS-3,
resulting in
connections 139 and 140 heing provided to connect WS-5 and WS-9 to conference
bridge lines 36-3
and 36-4, respectively. The conferees WS-1, WS-3, WS-5 and WS-8 are thus
coupled to conference
bridge lines 136-1, 136-2, 136-3 and 136-4, respectively as shown in Figure
26.
It will be undersrix~d that the video mosaicing circuitry 36 and audio mixing
circuitry 38
incorporated in conference hridge 36 operatt as previously descrihed, to form
a resulting four-picture
mosaic (Figure 8B) that is sent to all of the conference participants, which
in this example are CMWs
WS-1, WS-2, WS-5 and WS-8. Users may leave a conference by .just hanging up,
which causes the
AVNM to delete the associated callhandles and to send a hangup notification to
CBM. When CBM
receives the notitication, it notities all other conference participants that
the participant has exited. In
the preferred embodiment, this results in a hlackened portion of that
participant's video mosaic image
being displayed on the screen of all remaining participants.
The manner in which the CBM and the conference hridge 36 operate when
conference
participants are located at different sites will he evident from the
previously described operation of
the cut-and-paste circuitry 39 (Figure 10) with the video mrnaicing circuitry
36 (Figure 7) and audio
mixing circuitry 38 (Figure 9). In such case, each incoming single video
picture or mosaic from
another site is connected to a respective one of the conference hridge lines
36-1 to 36-4 via WAN
gateway 40.
The situation in which a two-party call is converted tee a conference call
will next be
considered in connection with Figure 27 and the previously considered 2-party
call illustrated in
Figure 24. Converting this 2-party call to a conference requires that this two-
party call (such as
29
CA 02296185 2000-O1-21
illustrated between WS-I and WS-2 in Figure 24) he rerouted dynamically so as
to he coupled
through conference bridge 36. When the user of WS-I c;lirks on the ADD button
to add a new party
(for example WS-S), the Collahuration Initiator of WS-1 sends a redirect
request to the AVNM,
which cooperates with the CBM to break the two-party conndction 83 in Figure
24, and then redirect
S the callhandles created tar ports 81 and 83 to callhandles created t«r
bridge ports 136-1 and 136-2,
respectively.
As.shown in Figure 27, this results in producing a connection 86 between WS-1
and bridge
port 136-1, and a connection 87 between WS-2 and bridge port 136-2, thereby
creating a conference
set-up between WS-1 and WS-2. Additional conference participants can then he
added as described
above for the situations described shove in which the conference is initiated
by the user of WS-I
either selecting multiple participants initially or merely selecting a
"conference" and then adding
subsequent participants.
Having described the preferred manner in which two-party calls and conference
calls are set
up in the preferred embodiment, the preferred manner in which data
conferencing is provided
between CMWs will next he described.
DATA CONFERE11'CING
Data conferencing is implemented in the preferred embodiment by certain
Snapshot Sharing
software provided at the CMW (see Figure 20). This software permits a
"snapshot" of a selected
portion of a participant's CMW screen (such as a window) to he displayed on
the CMW screens of
other selected participants (whether or not those participants are also
involved in a videoconference).
Any number of snapshots may he shared simultaneously. Once displayed, any
participant can then
telepoint on or annotate the snapshot, which animated actions and results will
appear (virtually
simultaneously) on the screens of all other participants. The annotation
capabilities provided include
lines of several different widths and text of several different sizes. Also,
to facilitate participant
identification, these anrt~tations may he provided in a different color for
each participant. Any
annotation may also he erased by any participant. Figure 2B (lower left
window) illustrates a CMW
screen having a shared graph on which participants have drawn and typed to
call attention to or
" supplement specific portions of the shared image.
A participant may initiate data confereneing with selected participants
(selected and added as
described shove for videoconference calls) by clicking on a SHARE button on
the screen (available in
the Rolodex or Collaboration Initiator windy»vs; shown in Figure 2A, as are
CALL and ADD
buttons), followed by selection of the window to he shared. When a participant
clicks on his SHARE
button, his Collaboration Initiator module 161 (Figure 20) queries the AVNM to
locate the
Collaboration Initiator of the selected participants, resulting in invocation
of their respective
Snapshot Sharing modules 164. The Snapshot Sharing software modules at the
CMWs of each of the
CA 02296185 2000-O1-21
selected participants query their local operating system I80 to determine
available graphic formats,
and then send this intbrmation to the initiating Snapshon Sharing module,
which determines the format
that will produce the most advantageous display quality and performance for
each selected
participant.
After the snapshot to he shared is displayed on all CMWs, each participant may
telepoint on
or annotate the snapshot, which actions and results are displayed un the CMW
screens of all
participants. This is preferably accomplished by monitoring the actions made
at the CMW (e.g., by
tracking mouse movements) and sending these "operating system commands" to the
CMWs of the
other participants, rather than continuously exchanging hitmaps, as would he
the case with traditional
"remote control" products.
As illustrated in Figure 28, the original unchanged snapshot is stored in a
first bitmap 210a.
A second hitmap 210h stores the combination of the original snapshot and any
annotations. Thus,
when desired (e.g., by clicking on a CLEAR button located in each
participant's Share window, as
illustrated in Figure 2B), the original unchanged snapshot can ha restored
(i.e., erasing all
annotations) using hitmap 210a . Selective erasures can he accomplished by
copying into (i.e.,
restoring) the desired erased area of hitmap 210h with the corresponding
portion from bitmap 210a.
Rather than causing a new Share window to he created whenever a snapshot is
shared, it is
possible to replace the contents of an existing Share window with a new image.
This can be achieved
in either of two ways. First, the user can click on the GRAB button and then
select a new window
whose contents should replace the contents of the existing Share window.
Second, the user can click
on the REGRAB button to cause a (presumably moditied) version of the original
source window to
replace the contents of the existing Share window. This is particularly useful
when one participant
desires to share a long document that cannot be displayed on the screen in its
entirety. For example,
the user might display the tirst page of a spreadsheet an his screen, use the
SHARE button to share
that page, discuss and perhaps annotate it, then return to the spreadsheet
application to position to the
next page, use the REGRAB button to share the new page, and so on. This
mechanism represents a
simple, effective step toward application sharing.
Further, instead of sharing a snapshot of data on his current screen, a user
may instead
choose to share a snapshot that had previously been saved as a tilt. This is
achieved via the LOAD
button, which causes a dialog box to appear, prompting the user to select a
tile. Conversely, via the
SAVE button, any snapshot may he saved, with all current annotations.
?he capabilities described shove were carefully selected to he particularly
effective in
environments where the principal goal is to share existing information, rather
than to create new
information. In particular, user intertaces are designed to make snapshot
capture, telepointing and
annotation extremely easy to use. Nevertheless, it is also to he und~rsicx~d
that, instead of sharing
snapshots, a blank "whitehoard" can also he shard (via the WHITEBOARD button
provided by the
31
CA 02296185 2000-O1-21
Rolodex, Collaboration Initiator, and active call windows), and that more
complex paintbox
capahilities could easily he added for application areas that require such
capahilities.
As pointed out previc>usly herein, important fdaturas of the present invention
reside in the
manner in which the capahilities and advantages of multimedia mail (MMM),
multimedia conference
recording (MMCR), and multimedia document management (MMDM) are tightly
integrated with
audio/videoldata teleconferencing m provide a multimedia collahoration system
that facilitates an
unusually higher level of communication and collahoration hetween
geographically dispersed users
than has heretofore heen aehievahle by known prior art systems. Figure 29 is a
schematic and
diagrammatic view illustrating how multimedia calls/conferences, MMCR, MMM and
MMDM work
together to provide the ahove-descrihed features. In the preferred embodiment,
MM Editing Utilities
shown supplementing MMM and MMDM may he identical.
Having already described various emhcxliments and examples of audiolvideoldata
teleconferencing, next to he considered are various ways of integrating MMCR,
MMM and MMDM
with audio/video/data teleconferencing in accordance with the invention. For
this purpose, basic
preferred approaches and features of eec;h will he considerZC! along with
preferred associated
hardware and software.
MULTIMEDIA DOCUA9ENTS
In one embodiment, the creation, storage, retrieval and editing of multimedia
documents
serve as the basic element common to MMCR, MMM and MMDM. Accordingly, the
preferred
embodiment advantagc~~usly provides a universal ti~rmat tbr multimedia
documents. This format
defines multimedia documents as a collection of individual components in
multiple media combined
with an overall structure and timing compcment that captures the identities,
detailed dependencies,
references to, and relationships among the various other components. The
information provided by
this structuring component forms the basis for spatial layout, order of
presentation, hyperlinks,
temporal synchronization, etc., with respect to the compcnition of a
multimedia document. Figure 30
shows the structure of such documents as well as their relationship with
editing and storage facilities.
'w Each of the components of a multimedia document uses its own editors for
creating, editing,
. 30 and viewing. In addition, each component may use dedicated storage
facilities. In the preferred
embodiment, multimedia documents are advantagecwsly structured tier authoring,
storage, playback
and editing by storing some data under conventional tile systems and some data
in special-purpose
storage servers as will he discussed later. The Conventional File System 504
can he used to store all
non-time-sensitive portions of a multimedia document. In particular, the
following are examples of
non-time-sensitive data that can he stored in a conventional type of computer
file system:
32
CA 02296185 2000-O1-21
1. structured and unstructured text
2. raster images
3. structured graphics and vector graphics (e.g., PostScript)
4. references to tiles in other tile systems (video, hi-fidelity audio, etc.)
via pointers
5. restricted ti~rms of executables
6. structure and timing inti~rmation for all of the above (spatial layout,
order of
presentation, hyperlinks, temporal synchronization, etc.)
Of particular importance in multimedia documents is support for time-sensitive
media and
media that have synchronization requirements with other media components. Some
of these time-
sensitive media can be stored on conventional tile systems while others may
require special-purpose
storage facilities.
Examples of time-sensitive media that can ha stored on conventional file
systems are small
audio tiles and short or low-quality video clips (e.g. as might he produced
using Quicklime or Video
for Windows). Other examples include window event lists as supported by the
Window-Event Record
and Play system 512 shown in Figure 30. This component allows tbr storing and
replaying a user's
interactions with application programs by capturing the requests and events
exchanged between the
client program and the window system in a time-stamped sequence. After this
"record" phase, the
resulting information is stored in a conventional tile that can later he
retrieved and "played" back.
During playback the same sequence of window system requests and events
reoccurs with the same
relative timing as when they were recorded. In prior-art systems, this
capability has been used for
creating automated demonstrations. In the present invention it can he used,
for example, to
reproduce annotated snapshots as they occurred at recording
As described above in connection with collaborative workstation software,
Snapshot Share
518 shown in Figure 30 is a utility used in multimedia calls and conferencing
for capturing window
or screen snapshots, sharing with one or more call or conference participants,
and permitting group
annotation, telepointing, and re-grabs. Here, this utility is adapted so that
its captured images and
window events can he recorded by the Window-Event Record and Play system 512
while being used
by only one person. By synchronizing events associated with a vide or audio
stream to specific
frame numbers or time codes, a multimedia call or conference can he recorded
and reproduced in its
entirety. Similarly, the same functionality is preferably used to create
multimedia mail whose
authoring steps are virtually identical to participating in a multimedia call
or conference (though other
forms of MMM are not precluded).
Some lima-sensitive media require dedicated storage servers in order to
satisfy real-time
requirements. High-quality audio/video segments, tier example, require
dedicated real-time
audiolvideo storage servers. A preferred embodiment of such a server will be
described later. Next to
33
CA 02296185 2000-O1-21
he considered is how the current invention guarantees synchronization between
different media
components.
MEDIA SYNCHRONIZATION
S A preferred manner for providing multimedia synchronization in the preferred
embodiment
will next he considered. Only multimedia documents with real-time material
need include
synchronization functions and intbrmation. Synchronization for such situations
may he provided as
described below.
Audio or video segments can exist without being accompanied by the other. If
audio and
video are recorded simultaneously ("co-recorded"), the preferred embodiment
allows the case where
their streams are recorded and played hack with automatic synchronization - as
would result from
conventional VCRs, laserdisks, or time-division multiplexed ("interleaved")
audiolvideo streams.
This excludes the need to tightly synchronize (i.e., "lip-sync") separate
audio and video sequences.
Rather, reliance is on the co-recording capability of the Real-Time
Audio/Video Storage Server 502
to deliver all closely synchronize) audio and video directly at its signal
outputs.
Each recorded video sequence is tagged with time codes (e.g. SMPTE at 1/30
second
intervals) or video frame numhen. Each recorded audio sequence is tagged with
time codes (e.g.,
SMPTE or MIDI) or, if co-recorded with video, video frame numbers.
The preferred embodiment also provides synchronization between window events
and audio
and/or video streams. The tullowing fimctions era supported:
1. Media-time-driven Sxnchronization: synchronization of window events to an
audio,
video, or audiolvideo stream, using the real-lima media as the timing source.
2. Machine-time-driven-Synchronization:
a. synchronization of window events to the system clock
h. synchronization of thr start of an audio, video, or audiolvideo segment to
the
system clock
If no audio or video is involved, machine-time-driven synchronization is used
throughout the
document. Whenever audio and/or video is playing, media-time-synchronization
is used. The system
supports transition hetwsen machine-time and media-time synchronization
whenever an audio/video
segment is started or stopped.
As an exempla. viewing a multimedia document might proceed as follows:
Document starts with an annotated share (machine-time-driven synchronization).
34
CA 02296185 2000-O1-21
° Nezt, start audio only (a "voice annotation") as text and graphical
annotations on the
share continue (audio is timing source for window events).
° Audio ends, but annotations continue (machine-time driven
synchronization).
Next, start co-recorded audio/video continuing with further annotations on
same share
(audio is timing source for window events).
Next, start a new share during the continuing audio/video recording;
annotations happen
on both shares (audio is timing source for window events).
° Audio/video stops, annotations on both shares continue (machine-time-
driven synchronization).
Document ends.
AUDIOIVIDEO STORAGE
As described above, the present invention can include many special-purpose
servers that
provide storage of time-sensitive media (e.g. audio/video streams) and support
coordination with
other media. This section describes the preferred embodiment for audio/video
storage and recording
services.
Although storage and recording services could be provided at each CMW, it is
preferable to
employ a centralized server 502 coupled to MLAN 10, as illustrated in Figure
31. A centralized
server 502, as shown in Figure 31, provides the following advantages:
1. The total amount of storage hardware required can be far less (due to
better utilization
resulting from statistical averaging).
2. Bulky and expensive compression/decompression hardware can be pooled on the
storage
servers and shared by multiple clients. As a result, fewer
compression/decompression
engines of higher performance are required than if each workstation were
equipped
with its own compression/decompression hardware.
3. Also, more costly centralized codecs can be used to transfer mail wide area
among
campuses at far lower costs than attempting to use data WAN technologies.
4. File system administration (e.g. backups and file system replication, etc.)
are far less
costly and higher performance.
The Real-Time Audio/Video Storage Server 502 shown in Figure 31A structures
and manages
the audio/vidao files recorded and stored on its storage devices. Storage
devices may typically
include computer-controlled VCRs, as well as rewritable magnetic or optical
disks. For example,
server 502 in Figure 31A includes disks 60e for recording and playback. Analog
information is
transferred between disks 60e and the A/V Switching Circuitry 30 via analog
I/O 62. Control is
provided by control 64 coupled to Data LAN hub 25.
CA 02296185 2000-O1-21
At a high level. the centralized audiu/videu storage and playhack server 502
in Figure 31A
performs the following functions:
File Managcmerrt:
It provides mechanisms fur creating, naming, time-stamping, storing,
retrieving,
copying, deleting, and playing hack same ur all portions of an audio/video
file.
File Transfer and Replication
The audiu/videu tile server supports replication of tiles on different disks
managed by
the same tile server to facilitate simultaneous access to the same tiles.
Moreover, tile
transfer facilities are provided to support transmission of audio/video files
between
itself and other audiulvidao storage and playhack engines. File transfer can
also be
achieved by using the underlying audiulvideu network facilities: servers
establish a
real-time audiulvidcx~ network connection between themselves so one server can
"play
hack" a tile whip the second server simultaneously records it.
Disk Management
The storage facilities support specific disk allu ration, garhage collection
and
defragmentation facilities. They also support mapping disks with other disks
(for
replication and staging modal, as appropriate) and mapping disks, via I/O
equipment,
with the appropriate VideolAudio network port.
Synchronization support
Synchronization hatwean audio and video is ensured by the multiplexing scheme
used
by the storage media, typically by interleaving the audio and video streams in
a time-
division-multiplexed fashion. Further, if synchronization is required with
other stored
media (such ac window system graphics), then frame numbers, time codes, or
other
_ timing events are generated by the storage server. An advantageous way of
providing
this synchronization in the preferred emhudiment is to synchronize record and
playback to received frame number or time code events.
Searching
To support infra-t7le searching, et least start, stop, pause, fast forward,
reverse, and
fast reverse operations are provided. To support inter-tile searching,
audio/video
tagging, or morn generalized 'gu-to" operations and mechanisms, such as frame
numbers ur time ~odr, are supported at a search-function level.
36
CA 02296185 2000-O1-21
C(JIJIJeCII()1J t1'QlJaj~'C'ltJl'I1J
The server handles requeus tier audio/vidtn network connections from client
programs (such as vidau viewrrs and editors running on client workstations)
for real-
time recording and real-time playback of audiu/video tiles.
Next to ha considered is how centralized audiolvideu storage servers provide
for real-time
re :ording and playback of video streams.
Real-Time Disk Delivery
To support real-time audio/video recording and playback, the storage server
needs to provide
a real-time transmission path between the storage medium and thr appropriate
audio/video network
port for each simultaneous client accessing the server. For example, if one
user is viewing a video
file at the same time several other people are creating and storing new video
files on the same disk,
multiple simultaneous paths to the storage media era required. Similarly,
video mail sent to large
distribution groups, video databases, and similar functions may also require
simultaneous access to
the same video tiles, again imposing multiple access requirements on the video
storage capabilities.
For storage servers that are haled on computer-controlled VCRs or rewritable
laserdisks, a
real-time transmission path is readily available through the direct analog
connection between the disk
or tape and the network port. However, because of this single
directwonnection, each VCR or
laserdisk can only he accessed by one client program at the lama time (multi-
head laserdisks are an
exception). Therefore, storage servers based an VCRs and laserdisks are
diftlcult to scale for
multiple access usage. In the preferred embodiment; multiply access to the
same material is provided
by file replication and staging, which greatly increases storage requirements
and the need for moving
information quickly among storage media units serving different users.
Vide systems based on magnetic disks are more readily scelahle tbr
simultaneous use by
multiple-people. A generalized hardware implementation of such a scalable
storage and playback
system.502 is illustrated in Figure 32. Individual IIO cards 530 supporting
digital and analog I/0 are
linked by infra-chassis digital networking (e.j. busts) tier tile transfer
within chassis 532 holding
some number of these cards. Multiple chassis 532 era linked by inter-chassis
networking. The
Digital Video Storage System available from Parallax Graphics is an example of
such a system
implementation.
The bandwidth available tbr the transfer of tiles among disks is ultimately
limited by the
bandwidth of thaw infra-chassis and inter-chassis networking. Fur systems that
use sufficiently
powerful vide compression schemes, real-lima delivery requirements for a small
number of users
can he met by existing tile system software (such as the Unix tile system),
provided that the hlock-
37
CA 02296185 2000-O1-21
size of the storage system is optimized tier video storage and that sufticient
huffering is provided by
the operating system software to guarxntaa continuous tluw of the audio/vidao
data.
Special-purpose softwarelhardware solutions cxn ha pnwided to guarantee higher
performance
under heavier usage or higher handwidth conditions. Fur dxample, a higher
throughput version of
Figure 32 is illustrated in Figure 33, which uses crusspoint switching, such
as provided by SCSI
Crossbar 540, which increases the total handwidth c~f the inter-chassis and
intra-chassis network,
thereb; increasing the numher of possihla simultaneous tile transfers.
Real-Tinre Network Delivery
By using the same audio/video tbrmat as used tbr audio/video teleconferencing,
the
audiolvideo storage system can leverage the previously descrihed network
facilities: the MLANs 10
can be used to estahlish a multimedia network connection hatween client
workstations and the
audio/video storage servers. AudioIVideo editors and viewers running on the
client workstation use
the same software interfaces as the multimedia teleconferencing system to
estahlish these network
connections.
The resulting architecture is shown in Figure 31 B. Client workstations use
the existing
audiolvideo network to connect to the storage server's network ports. These
network ports are
connected to compression/decomprassion engines that plug into the carver bus.
These engines
compress the audiolvideo streams that come in over the network and store them
on the local disk.
Similarly, for playhack, the server reads stored video segments tram its local
disk and routes them
through the decompression engines hack to client workstations for local
display.
The present invention allows for alternative delivery strategies. For example,
some
compression algorithms are asymmetric, meaning that decompression requires
much less compute
power than compression. In some cases, real-time decompression can even he
done in software,
without requiring any special-purpose decompression hardware. As a result,
there is no need to
decompress stored audio and vide~~ an the storage server and play it back in
realtime over the
network. Instead, it can he more efficient to transfer an entire audio/video
file from the storage
server to the client workstation, cache it on the wprkstation's disk, and play
it hack locally. These
observations lead to a modified architecture as presented in Figure 31C. In
this architecture, clients
interact with the storage server as follows:
To record video, clients set up real-time audiolvideo network connections to
the storage
server as hetbre (this connection could make use of an analog line).
In response to a connection request, the storage server allocates a
compression module to
the new client.
38
CA 02296185 2000-O1-21
As soon as the client starts recording, the storage server routes the output
from the
compassion hardware to an audiolvideo tile alloratad on its local storage
devices.
For playback, this audio/video tile gets transferred over the data network to
the client
workstation and pre-staged on thr workstation's local disk.
S ~ The client uses local decompression software andlor hardware to play hack
the
audiolvideo on its local audio and video hardware.
This approach frees up audio/vidc~~ network ports and
compression/decompression engines on
the server. As a result, the server is sealed to support a higher number of
simultaneous recording
sessions, thereby further reducing the cost of thd system. Note that such an
architecture can be part
of a preferred embodiment for reasons other than compressionldeeompression
asymmetry (such as the
economics of the technology of the day. existing zmheddzd hale in the
enterprise,
etc.).
MULTIMEDIA CONFERENCE RECORDING
Multimedia conference recording (MMCR) will next ha considered. For full-
feature
multimedia desktop calls and confeancing (e.g. audio/video calls or
conferences with snapshot
share), recording (storage) capabilities era paterahly provided fur audio and
video of all parties, and
also for all shared windows, including any telepointing and annotations
provided during the
teleconference. Using the multimedia synchronization facilities described
above, these capabilities are
provided in a way such that they can. ha replayed with accurate correspondence
in time to the
recorded audio and video, such as by synchronizing to frame numbers or time
code events.
A preferred way of capturing audio and video from Balls would he to record all
calls and
conferences as if they were multi-party conferences (even tier two-party
calls), using video mosaicing,
audio mixing and cut-and-pasting, as previously described in connection with
Figures 7-I 1. It will be
appreciated that MMCR as described will advantageously permit users at their
desktop to review real-
time collaboration as it previously occurred, including during a latdr
teleconference. The output of a
MMCR session is a multimedia document that can he stored, viewed, and edited
using the multimedia
document facilities described earlier.
Figure 31 D Sh()WS how conference recording relates to the various system
components
described earlier. The Multimedia Conference RecordlPlay system 522 provides
the user with the
additional GUIs (graphical user interfaces) and other functions required to
provide the previously
described MMCR functionality.
The Conference Invoker 518 shown in Figure 31 D is a utility that ccx~rdinates
the audio/video
calls that must he made to connect the audio/video storage carver 502 with
special recording outputs
39
CA 02296185 2000-O1-21
on conference bridge hardware (35 in Figure 3). The resulting recording is
linked to information
identifying the conference, a function also nerti~rmzd by this utility.
A1ULTIAIEDIA A1AIL
Now considering multimedia mail (MMM), it will he understood that MMM adds to
the
above-described MMCR the capability of delivering d~layecl mllahoration, as
well as the additional
ability to review the information multiple times and, as described
hereinafter, to edit, re-send, and
archive it. The captured intermation is pret'erahly a superset of that
captured during MMCR, except
that no other user is involved and the user is given a chance to review and
edit before sending the
message.
The Multimedia Mail system 524 in Figure 31D pnrvides the user with the
additional GUIs
and other functions required to provide the previously described MMM
functionality. Multimedia
Mail relies on a conventional Email system 506 shown in Figure 31 D tbr
creating, transporting, and
browsing messages. However, multimedia document editor and viewers are used
for creating and
viewing message bodies. Multimedia documents (as described above) consist of
time-insensitive
components and time-sensitive components. The Conventional Email system 506
relies on the
Conventional File system 504 and Real-Time AudioIVideo Storage Server 502 for
storage support.
The time-insensitive components are transported within the Conventional Email
system 506, while the
real-time components may he separately transported through the audiolvideo
network using file
transfer utilities associated with the Real-Time Audio/Video Storage Server
502.
1~1ULT1A1EDIA DOCUhIENT MANAGEMENT
Multimedia document management (MMDM) provides long-term, high-volume storage
for
MMCR and MMM. The MMDM system assists in providing the following capabilities
to a CMW
user:
I. Multimedia documents can he authored as mail in the MMM system or as
calllconference
recordings in the MMCR system and then passed on to the MMDM system.
. 2. To the degree supported by external compatible multimedia editing and
authoring
w systems, multimedia documents can also he authored by means other than MMM
and
MMCR.
3. Multimedia documents steered within the MMDM system can be reviewed and
searched
4. Multimedia documents stored within the MMDM system can be used as material
in the
creation of suharquent MMM.
5. Multimedia documents stored within the MMDM system can he edited to create
other
multimedia documents.
CA 02296185 2000-O1-21
The Multimedia Document Management system 526 in Figure 31D provides the user
with the
additional GUIs and other functions required to provide the previously
described MMDM
functionality. The MMDM includes sophisticated searching and editing
capabilities in connection
with the MMDM multimedia document such that a user can rapidly access desired
selected portions
of a stored multimedia document. The Specialized Search system 520 in Figure
31D comprises utilities
that allow users to do more sophisticated searches across and within
multimedia documents. This
includes contezt-based and content-based searches (employing operations such
as speech and image
recognition, information filters, etc.), time-based searches, and event-based
searches (window events,
call management events, speech/audio events, etc.).
CLASSES OF COLLABORATION
The resulting multimedia collaboration environment achieved by the above-
described
integration of audio/video/data teleconferencing, MMCR, MMM and MMDM is
illustrated in Figure
34. It will be evident that each user can collaborate with other users in real-
time despite separations
in space and time. In addition, collaborating users can access information
already available within
their computing and information systems, including information captured from
previous
collaborations. Note in Figure 34 that space and time separations are
supported in the following
ways:
1. Same time, different place
Multimedia calls and conferences
2. Different time. same place
MMDM access to stored MMCR and MMM information, or use of MMM
directly (i.e., copying mail to oneself)
3. Different time. different place
MMM
4. Same time. same place
Collaborative, face-to-face, multimedia document creation
By use of the same user interfaces and network functions, the present
invention smoothly
spans these three venus.
REMOTE ACCESS TO EXPERTISE
41
CA 02296185 2000-O1-21
In order to illustrate how the present invention may he implemented and
operated, an
exemplary preferred emhudiment will he dzscrihad having features applicahle to
the aforementioned
scenario involving remote access to expertise. It is to he understood that
this exemplary embodiment
is merely illustrative, and is not to he considered as limiting the scope of
the invention, since the
invention may be adapted for other applications (such as in engineering and
manufacturing) or uses
having more or less hardware, software and operating features and comhined in
various ways.
Consider the following sce tariu involving access from remote sites to an in-
house corporate
"expert" in the trading of financial instruments such as in the securities
market:
The focus of the scenario revolves around the activities of a trader who is a
specialist in
securities. The setting is the start of his day at his desk in a major
financial center (NYC) at a major
U.S. investment hank.
The Expert has hewn actively watching a particular security over the past week
and upon his
arrival into the office, he notices it is on the rise. Before going home last
night, he previously set up
his system to filter overnight news on a particular family of securities and a
security within that
family. He scans the filtered news and sees a story that may have a long-term
impact on this security
in question. He helieves ha needs to act now in order to get a good price on
the security. Also,
through filtered mail, he sees that his counterpart in London, who has also
been watching this
security, is interested in getting our Expert's opinion once he arrives at
work.
The Expert issues a multimedia mail massage on the security to the head of
sales worldwide
for use in working with their client hale. Also among the recipients is an
analyst in the research
department and his counterpart in London. The Expert, in preparation for his
previously established
"on-call" office hours, consults with others within the corporation (using the
videoconferencing and
other collahorative techniques descrihed shove), accesses company records from
his CMW, and
analyzes such information, employing software-assisted analytic techniques.
His office hours are now
at hand, so ha enters "intercom" mcxle, which enahles incoming calls to appear
automatically
(without requiring the Expert to "answer his Phone" and elect to accept or
reject the call).
The Expert's computer heaps, indicating an incoming call, and the image of a
field
representative 201 and his client 202 who are located at a hank hranch
somewhere in the U.S.
appears in video window 203 of the Expert's screen (shown in Fig. 35). Note
that, unless the call is
converted to a "conference" call (whether explicitly via a menu selection or
implicitly by calling two
or more other participants or adding a third Participant to a call), thd
callers will see only each other
in the video window and will nut see themselves as part of a video mosaic.
Also illustrated an the Expert's screen in Fig. 35 is the Cullahuration
Initiator window 204
from which the Expert can (utilizing Cullah«ratiun Initiator software module
l6l shown in Fig. 20)
initiate and control various eullahurative sessions. Fur example, the user can
initiate with a selected
42
CA 02296185 2000-O1-21
participant a video call (CALL button) ur the additicm of that salected
participant to an existing video
call (ADD button), as well as a share session (SHARE button) using a selected
window or region on
the screen (or a blank regicm via tha WHITEBOARD button fur suhseyuent
annotation). The user
can also invoke his MAIL software (MAIL huttem) and prepare outgoing or check
incoming Email
messages (the presence of which is indicated by a picture of an envelope in
the dog's mouth in In
Box icon 205), as well as check for "I called" messages from other callers
(MESSAGES button) left
via the LEAVE WORD button in video wiodnw 203. Vidau window 203 also contains
buttons from
which many of these and certain additional features can he invoked, such as
hanging up a video call
(HANGUP button), putting a call on hold (HOLD button), resuming a call
previously put on hold
(RESUME button) or muting the audio portion of a call (MUTE button). In
addition, the user can
invoke the recording of a conference by the conference RECORD button. Also
present on the
Expert's screen is a standard desktop window 20( containing iccms from which
other programs
(whether or not part of this invention) can he launched.
Returning to the example, the Expert is now engaged in a videoconference with
field
representative 201 and his client 202. In the course of this videoconference,
as illustrated in Fig. 36,
the tield representative shares with the Expert a graphical image 210 (pie
chart of client portfolio
holdings) of his client's portfolio holdings (hy clicking on his SHARE button,
corresponding to. the
SHARE button in video window 203 of the Expert's screen, and selecting that
image from his screen,
resulting in the shared image appearing in the Share window 21 I of the screen
of all participants to
the share) and begins to discuss the client's investment dilemma. The field
representative also
invokes a command to secretly bring up the client protile on the Expert's
screen.
After considering this information, reviewing the shared portfolio and asking
clarifying
questions. the Expert illustratas his advice by creating (using his own
mcxleling software) and sharing
a new graphical imago 220 (Fig. 37) with the field representative and his
client. Either party to the
share can annotate that image using the drawing tools 221 (and the TEXT
button, which permits
typed characters to he displayed) provided within Share window 21 I, or
"regrah" a modified version
of the original image (hy using the REGRAB button), or remove all such
annotations (hy using the
CLEAR button of Share window 2l 1), ur "grab" a new imago to share (hy
clicking on the GRAB
button of Share window 211 and selecting that new image from the screen). In
addition, any
participant to a shared session can add a new participant by selecting that
participant from the rolodex
or quick-dial list (as described shove tbr vide calls and tbr data
conferencing) and clicking the ADD
button of Share window 211. One can also save the shared imagr (SAVE button),
load a previously
saved image to he shared (LOAD button), or print an image (PRINT button).
While discussing the Expert's advica, field representative 201 makes
annotations 222 to image
220 in order to illustrate his concerns. Whilr reslxmding to the concerns of
field represent five 201,
the Expert hears a beep and recaivas a visual nutica (New Call window 223) on
his screen (not
43
CA 02296185 2000-O1-21
visible to the field representative and his client), indicating the existence
of a new incoming call and
identifying the caller. At this point, the Expert can eccept the new call
(ACCEPT button), refuse the
new call (REFUSE hutton, which will result in a message heing displayed on the
caller's screen
indicating that the Expert is unavailahle) ur add the new caller to the
Expert's existing call (ADD
S button). In this case, the Expert elects yet another option (nut shown) - to
defer the call and leave
the caller a standard message that the Expert will cell hack in X minutes (in
this case, 1 minute).
The Expert then elects also to defer his existing call, telling the field
representative and his client that
he will call them back in 5 minutes, and then elects to return the initial
deferred call.
It should be noted that the Expert's act of deferring a call results not only
in a message being
sent to the caller, but also in the caller's name (and perhaps other
inti~rmation associated with the
call, such as the time the call was deferred or is to he resumed) heing
displayed in a list 230 (see Fig.
38) on the Expert's screen from which the call can he reinitiated. Moreover,
the "state" of the call
(e.g., the information heing shard) is retained so that it can he recreated
when the call is reinitiated.
Unlike a "hold" (descrihed ahove), deferring a call actually hreaks the
logical and physical
connections, requiring that the entire call he reinitiated by the
Collahoration Initiator and the AVNM
as described atxwe.
Upon returning to the initial deferred call, the Expert engages in a
videoconference with
caller 231, a research analyst who is located 10 floors up from the Expert
with a complex question
regarding a particular security. Caller 231 decides to add London expert 232
to the videoconference
(via the ADD hutton in Collahoratiun Initiator window 204) to provide
additional information
regarding the tactual history of the security. Upon selecting the ADD hutton,
video window 203 now
displays, as illustrated in Fig. 38, a video mosaic consisting of three
smaller images (instead of a
single large image displaying only caller 231 ) of the Expert 233, caller 231
and London expert 232.
During this videoconferenca, an urgent PRIORITY request (New Call window 234)
is
received tram the Expert's hoss (who is engaged in a three-party
videoconference call with two
members of the hank's operations department and is attempting to add the
Expert to that call to
answer a quick question). The Expert puts his three-party videoconference on
hold (merely by
clicking the HOLD button in vide window 203) and accepts (via the ACCEPT
button of New Call
w window 234) the urgent call from his hoss, which results in the Expert heing
added to the boss'
three-party videoconference call.
As illustrated in Fig. 39, video window 203 is now replaced with a tour-person
video mosaic
representing a four-party conference call consisting of the Expert 233, his'
boss 241 and the two
members 242 and 243 of the hank's operations department. The Expert quickly
answers the boss'
question and, by clicking on the RESUME huttcm (cat' video window 203)
adjacent to the names of
the other participants to the call on hold, simultaneously hangs up on the
conference call with his
44
CA 02296185 2000-O1-21
boss and resumes his three-party conference call involving the securities
issue, as illustrated in video
window 203 of Fig. 40.
While that call was on hold, however, analyst 231 and London expert 232 were
still engaged
in a two-way videoconference (with a blackened portion of the video mosaic on
their screens
indicating that the Expert was on hold) and had shared and annotated a
graphical image 250 (see
annotations 251 to image 250 of Fig. 40) illustrating certain financial
concerns. Once the Expert
resumed the call, analyst 231 added the Expert to the share session, causing
Share window 211
containing annotated image 250 to appear on the Expert's screen. Optionally,
snapshot sharing could
progress while the video was on hold.
Before concluding his conference regarding the securities, the Expert receives
notification of
an incoming multimedia mail message - e.g., a beep accompanied by the
appearance of an envelope
_ 252 in the dog's mouth in In Box icon 205 shown in Fig. 40. Once he
concludes his call, he quickly
scans his incoming multimedia mail message by clicking on In Box icon 205,
which invokes his mail
software, and then selecting the incoming message for a quick scan, as
generally illustrated in the top
two windows of Fig. 2B. He decides it can wait for further review as the
sender is an analyst other
than the one helping on his security question.
He then reinitiates (by selecting deferred call indicator 230, shown in Fig.
40) his deferred
call with field representative 201 and his client 202, as shown in Fig. 41.
Note that the full state of
the call is also recreated, including restoration of previously shared image
220 with annotations 222
as they existed when the call was deferred (see Fig. 37). Note also in Fig. 41
that, having reviewed
his only unread incoming multimedia mail message, In Box icon 205 no longer
shows an envelope in
the dog's mouth, indicating that the Expert currently has no unread incoming
messages.
As the Expert continues to provide advice and pricing information to field
representative 201,
he receives notification of three priority calls 261-263 in short succession.
Call 261 is the Head of
Sales for the Chicago office. Working at home, she had instructed her CMW to
alert her of all urgent
news or messages, and was subsequently alerted to the arrival of the Expert's
earlier multimedia mail
message. Call 262 is an urgent international call. Call 263 is from the Head
of Sales in Los
Angeles. The Expert quickly winds down and then concludes his call with field
representative 201.
The Expert notes from call indicator 262 that this call is not only an
international call (shown
in the top portion of the New Call window), but he realizes it is from a
laptop user in the field in
Central Mexico. The Expert elects to prioritize his calls in the following
manner: 262, 261 and 263.
He therefore quickly answers call 261 (by clicking on its ACCEPT button) and
puts that call on hold
while deferring call 263 in the manner described above. He then proceeds to
accept the call
identified by international call indicator 262.
45
CA 02296185 2000-O1-21
Note in Fig. 42 deferred call indicator 27! and the indicator tcn the call
placed on hold (next
to the highlighted RESUME button in video wincJ«w 203), as well as the image
of caller 272 from
the laptop in the field in Central Maxicu. Although Mexican caller 272 is
outdoors and has no direct
access to any wired telephone connection, his laptop has iwo wireless modems
permitting dial-up
access to two data connections in the nearest field office (through which his
calls were routed). The
system automatically (based open the laptop's registered service capabilities)
allocated one connection
for an analog telephone voice call (using his laptop's built-in m crophone and
speaker and the
Expert's computer-integrated telephony capabilities) to provide audio
teleconferencing. The other
connection provides control, data conferencing and one-way digital video
(i.e., the laptop user cannot
see the image of the Expert) from the laptop's built-in camera, albeit at a
very slow frame rate (e.g.,
3-10 small frames per second) due to the relatively slow dial-up phone
connection.
- It is important to note that, despite the limited capabilities of the
wireless laptop equipment,
the present invention accommodates such capabilities, supplementing an audio
telephone connection
with limited (i.e., relatively slow) one-way vide and data conferencing
functionality. As telephony
and video compression technologies improve, the present invention will
accommodate such
improvements automatically. Moreover, even with one participant to a
teleconference having limited
capabilities, other participants need not he reduced to this "lowest common
denominator." For
example, additional participants could he added to the call illustrated in
Fig. 42 as described above,
and such participants could have full videoconferencing, data conferencing and
other collaborative
functionality vie-a-vie one another, while having limited hmctionality only
with caller 272.
As his day evolved, the off-site salesperson 272 in Mexico was notified by his
manager
through the laptop about a new security and became convinced that his client
would have particular
interest in IhIS ISSUe. The salesperson therefore decided to contact the
Expert as shown in Figure 42.
While discussing the security issues, the Expert again shares all captured
graphs, charts, etc.
The salesperson 272 also needs the Expert's help on another issue. He has hard
copy only of
a client's portfolio and needs some advice on its composition hetbre he meets
with the client
tomorrow. He says he will tax it to the Expert for analysis. Upon receiving
the fax--on his CMW,
via computer-integrated tax--the Expert asks if he should either send the
Mexican caller a
"Quicklime" movie (a lower quality compressed video standard from Apple
Computer) on his laptop
tonight or send a higher-quality CD via FadX tomorrow - the notion being that
the Expert can
produce an actual video presentation with models and annotatiow in video them.
The salesperson can
then play it to his client tomorrow afternoon and it will ha as if the Expert
is in the room. The
Mexican caller decides he would prefer the CD.
Continuing with this scenario, the Expert learns, in the course of his call
with remote laptop
caller 272, that he missed an important Issue during his previous quick scan
of his incoming
multimedia mail message. The Expert is upset that the sender of the message
did not utilize the
4G
CA 02296185 2000-O1-21
"video highlight" feature to highlight this aspect of the message. This
feature permits the composer
of the message to detine "tags" (e.g., by clicking a TAG button. noU shown)
during record time
which are stored with the message along with a "time stamp," and which cause a
predetined or
selectable audio andlur visual indicator m he played/displayed at that precise
point in the message
during playback.
Because this issue relates to the caller that the Export has un hold, the
Expert decides to
merge the two calls together by adding the call on hold to his existing call.
As noted above, both the
Expert and the previously held caller will have full video capabilities vis-a-
vis one another and will
see a three-way mosaic image (with the image of caller 272 at a slower frame
rate), whereas caller
272 will have access only to the audio portion of this three-way conference
call, though he will have
data confereneing functionality with both of the other participants.
The Expert forwards the multimedia mail message m both caller 272 and the
other
participant, and all three of them review the videe~ enclosure in greater
detail and discuss the concern
raised by caller 272. They share certain relevant data as dzscrihad above and
realize that they need
IS to ask a quick question of another remote expert. They add that expert to
the call (resulting in the
addition of a fourth image to the video movaic:, also not shown) tbr less than
a minute while they
obtain a quick answer to their question. They then continua their three-way
call until the Expert
provides his advice and then adjourns the call.
The Expert composes a new multimedia mail message, recording his image and
audio
synchronized (as described above) to the screen displays resulting from his
simultaneous interaction
with his CMW (e.g., running a program that perti~rms certain calculations and
displays a graph while
the Expert illustrates curtain points by telepointirtg on the screen, during
which time his image and
spoken words are also captured). He sends this message to x number of
salesforce recipients whose
identities are determined automatically by an outgoing mail tiller that
utilizes a database of
information on each potential recipient (e.g., selecting only those whose
clients have investment
policies which allow this type of investment).
The Expert than receives an audio and visual reminder (not shown) that a
particular video
feed (e.g., a short segment of a tinancial cable television show featuring new
tinancial instruments)
will be triggered automatically in a few minutes. He uses this time to search
his local securities
database, which is dynamically updated from tinancial information feeds (e.g.,
prepared from a
broadcast textual stream of current tinancial events with indexed headers that
automatically applies
data tillers to select incoming events relating to certain securities). The
video feed is then displayed
on the Expert's screen and ha waxches this short video segment.
After analyzing this extremely up-to-data intbrmation, the Expert then
reinitiates his
previously deferred call, from indicator 271 shown in Fig. 42, which he knows
is from the Head of
Sales in Los Angles, who is seeking to provide his prime clients with
securities advice on another
47
CA 02296185 2000-O1-21
securities transaction hosed upon the most recent available inti~rmatian. The
Expert's call is not
answered directly, though he receives a short prerecorded video message (left
by the caller who had
to leave his home tier a meeting across town soon otter his priority message
was deferred) asking that
the Expert leave him a multimedia mail reply message with advice for a
particular client, and
explaining that he will access this message remotely from his laptop as soon
as his meeting is
concluded. The Expert complies with this request and composes and sends this
mail message.
The Expert then receives an audio and visual reminder on his screen indicating
that his office
hours will end in two minutes. He switches tram "intercom" mode to "telephone"
mode so that he
will no longer be disturbed without an opportunity to reject incoming calls
via the New Call window
described above. He then receives and accepts a final call concerning an issue
from an electronic
meeting several months ago, which was recorded in its entirety.
The Expert accesses this recorded meeting from his "corporate memory". He
searches the
recorded meeting (which appear in a second video window on his screen as would
a live meeting,
along with standard controls for stoplplaylrewindlfast ti~rward/etc.) for an
event that will trigger his
IS memory using his fast ti~rward controls, hut cannot locate the desired
portion of the meeting. He
then elects to search the ASCII text log (which was automatically extracted in
the background after
the meeting had been recorded, using the latest voice recognition techniques),
hut still cannot locate
the desired portion of the meeting. Finally, he applies an intbrmation tiller
to perform a content-
oriented (rather than literal) search and finds the portion of the meeting he
was seeking. After
quickly reviewing this short portion of the previously recorded meeting, the
Expert responds to the
caller's question, adjourns the call and concludes his office hcyrs.
It should be noted that the atxwe scenario involves many state-of-the-art
desktop tools (e.g.,
video and information feeds, information filtering and voice recognition) that
can be leveraged by our
Expert during videoconferencing, data conferencing and other collaborative.
activities provided by the
present invention - because this invention, instead of providing a dedicated
videoconferencing system,
provides a desktop multimedia collaboration system that integrates into the
Expert's existing
workstationILANIWAN environment.
It should also ha noted that all of the preceding collaborative activities in
this scenario took
w place during a relatively short portion of the expert's day (e.g., less than
an hour of cumulative time)
while the Expert remained in his office and continued to utilize the tools and
information available
from his desktop. Prior to this invention, such a scenario would not have keen
possible because
many of these activities could have taken place only with face-to-face
collaboration, which in many
circumstances is not feasible or economical and which thus may well have
resulted in a loss of the
associated business opportunities.
. Although the present invention has been described in connection with
particular preferred
embodiments and examples, it is to he understood that many modifications and
variations can be
48
CA 02296185 2000-O1-21
made in hardware, software, operation, uses, protocols and data formats
without departing from the
scope to which the inventions disclosed herein are entitled. For example, for
certain applications, it
will be useful to provide some or all of the audio/video signals in digital
form. Accordingly, the
present invention is to be considered as including all apparatus and methods
encompassed by the
appended claims.
49
